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EverSource Wealth Advisors, LLC
Period ended Sep 30, 2026 · Latest filing Nov 4, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $3,107,798,681
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD MORNINGSTAR GROWTH ETF · ETF · 922908736 · shares: $117,605,306
- VANGUARD MORNINGSTAR VALUE ETF · ETF · 922908744 · shares: $81,623,209
- VANGUARD FTSE DEVELOPED MARKETS ETF · ETF · 921943858 · shares: $70,284,912
- APPLE INC COM · Stock · 037833100 · shares: $67,842,346
- PRAXIS IMPACT LARGE CAP GROWTH ETF · ETF · 74006E736 · shares: $62,936,235
- NVIDIA CORPORATION COM · Stock · 67066G104 · shares: $58,051,311
- PRAXIS IMPACT LARGE CAP VALUE ETF · ETF · 74006E744 · shares: $50,237,595
- STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF · ETF · 78468R663 · shares: $42,340,212
- MICROSOFT CORP COM · Stock · 594918104 · shares: $40,946,692
- iShares Gold Trust ETF · ETF · 464285204 · shares: $39,607,868
Reported holdings
19,881 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ZETA GLOBAL HOLDINGS CORP CL A | Stock | 98956A105 | — | 10 shares | $316 |
| QUIDELORTHO CORP COM | Stock | 219798105 | — | 30 shares | $316 |
| AVANTOR INC COM | Stock | 05352A100 | — | 21 shares | $316 |
| FIGMA INC CLASS A COM STK | Stock | 316841105 | — | 15 shares | $315 |
| PAYPAL HLDGS INC COM | Stock | 70450Y103 | — | 6 shares | $315 |
| LEVI STRAUSS & CO NEW CL A COM STK | Stock | 52736R102 | — | 16 shares | $315 |
| PFIZER INC COM | Stock | 717081103 | — | 11 shares | $314 |
| TWIN DISC INC COM | Stock | 901476101 | — | 12 shares | $314 |
| CITIZENS FINL SVCS INC COM | Stock | 174615104 | — | 4 shares | $314 |
| TRIP COM GROUP LTD ADS | ADR | 89677Q107 | — | 8 shares | $313 |
| CARVANA CO CL A | Stock | 146869102 | — | 5 shares | $313 |
| NU SKIN ENTERPRISES INC CL A | Stock | 67018T105 | — | 69 shares | $313 |
| WENDYS CO COM | Stock | 95058W100 | — | 49 shares | $313 |
| ADVANTAGE SOLUTIONS INC COM NEW CL A | Stock | 00791N201 | — | 12 shares | $312 |
| SHUTTERSTOCK INC COM | Stock | 825690100 | — | 74 shares | $312 |
| STRIDE INC COM | Stock | 86333M108 | — | 4 shares | $312 |
| SIERRA BANCORP COM | Stock | 82620P102 | — | 8 shares | $312 |
| HORACE MANN EDUCATORS CORP NEW COM | Stock | 440327104 | — | 7 shares | $312 |
| SBC MED GROUP HLDGS INC COM | Stock | 73245B107 | — | 63 shares | $311 |
| SIRIUSXM HOLDINGS INC COMMON STOCK | Stock | 829933100 | — | 12 shares | $311 |
| COMMERCIAL METALS CO COM | Stock | 201723103 | — | 5 shares | $311 |
| ACUITY INC COM | Stock | 00508Y102 | — | 1 shares | $310 |
| ALAMO GROUP INC COM | Stock | 011311107 | — | 2 shares | $310 |
| OPTIMUM COMMUNICATIONS INC CL A | Stock | 02156K103 | — | 313 shares | $310 |
| HOME BANCSHARES INC COM | Stock | 436893200 | — | 11 shares | $310 |
| PROCORE TECHNOLOGIES INC COM | Stock | 74275K108 | — | 6 shares | $310 |
| REGAL REXNORD CORPORATION COM | Stock | 758750103 | — | 2 shares | $310 |
| DENALI THERAPEUTICS INC COM | Stock | 24823R105 | — | 15 shares | $310 |
| SIGMA LITHIUM CORPORATION COM | Stock | 826599102 | — | 33 shares | $310 |
| MIZUHO FINANCIAL GROUP INC SPONSORED ADR | ADR | 60687Y109 | — | 28 shares | $309 |
| SUZANO S A SPON ADS | ADR | 86959K105 | — | 36 shares | $309 |
| GREAT SOUTHN BANCORP INC COM | Stock | 390905107 | — | 4 shares | $309 |
| COMSTOCK RES INC COM | Stock | 205768302 | — | 25 shares | $308 |
| ABERDEEN MULTI-MARKET INCOME SH BEN INT | CEF | 552737108 | — | 72 shares | $308 |
| PBF ENERGY INC CL A | Stock | 69318G106 | — | 4 shares | $308 |
| H2O AMERICA COM | Stock | 784305104 | — | 5 shares | $308 |
| STOCK YDS BANCORP INC COM | Stock | 861025104 | — | 4 shares | $308 |
| 8X8 INC NEW COM | Stock | 282914100 | — | 137 shares | $308 |
| MARRIOTT VACATIONS WORLDWIDE C COM | Stock | 57164Y107 | — | 3 shares | $307 |
| SIGNET JEWELERS LTD SHS | Stock | G81276100 | — | 3 shares | $307 |
| GENESCO INC COM | Stock | 371532102 | — | 9 shares | $307 |
| GENCOR INDS INC COM | Stock | 368678108 | — | 18 shares | $307 |
| WHIRLPOOL CORP COM | Stock | 963320106 | — | 10 shares | $307 |
| HUCKLEBERRY AI INC COM CL B | Stock | 257554105 | — | 92 shares | $306 |
| LIVANOVA PLC SHS | Stock | G5509L101 | — | 4 shares | $306 |
| MYOMO INC COM NEW | Stock | 62857J201 | — | 196 shares | $306 |
| PLUMAS BANCORP COM | Stock | 729273102 | — | 5 shares | $306 |
| STONERIDGE INC COM | Stock | 86183P102 | — | 46 shares | $306 |
| BLINK CHARGING CO COM | Stock | 09354A100 | — | 564 shares | $305 |
| GEO GROUP INC COM | Stock | 36162J106 | — | 10 shares | $305 |
| UNITIL CORP COM | Stock | 913259107 | — | 6 shares | $305 |
| ZILLOW GROUP INC CL A | Stock | 98954M101 | — | 11 shares | $305 |
| VOR BIOPHARMA INC COM NEW | Stock | 929033207 | — | 16 shares | $305 |
| THRYV HLDGS INC COM NEW | Stock | 886029206 | — | 194 shares | $305 |
| GREENLIGHT CAP RE LTD CLASS A | Stock | G4095J109 | — | 21 shares | $305 |
| AERSALE CORPORATION COM | Stock | 00810F106 | — | 58 shares | $304 |
| NATHANS FAMOUS INC COM | Stock | 632347100 | — | 3 shares | $304 |
| CHURCHILL DOWNS INC COM | Stock | 171484108 | — | 4 shares | $303 |
| NEKTAR THERAPEUTICS COM NEW | Stock | 640268306 | — | 5 shares | $303 |
| REDWIRE CORPORATION COM | Stock | 75776W103 | — | 29 shares | $303 |
| NEKTAR THERAPEUTICS COM NEW | Stock | 640268306 | — | 5 shares | $303 |
| ARRIVENT BIOPHARMA INC COM | Stock | 04272N102 | — | 10 shares | $303 |
| LIFEMD INC COM | Stock | 53216B104 | — | 104 shares | $302 |
| ANTERO RESOURCES CORP COM | Stock | 03674X106 | — | 9 shares | $301 |
| BUCKLE INC COM | Stock | 118440106 | — | 7 shares | $301 |
| INFOSYS LTD SPONSORED ADR | ADR | 456788108 | — | 28 shares | $301 |
| ADC THERAPEUTICS SA SHS | Stock | H0036K147 | — | 247 shares | $301 |
| VANGUARD LONG-TERM TREASURY ETF | ETF | 92206C847 | — | 6 shares | $301 |
| WAVE LIFE SCIENCES INC SHS | Stock | 94352A104 | — | 81 shares | $300 |
| OP BANCORP COM | Stock | 67109R109 | — | 20 shares | $300 |
| WINMARK CORP COM | Stock | 974250102 | — | 1 shares | $300 |
| GENTHERM INC COM | Stock | 37253A103 | — | 9 shares | $300 |
| ELMET GROUP CO (THE) COMMON STOCK | Stock | 289395105 | — | 15 shares | $299 |
| KYVERNA THERAPEUTICS INC COM | Stock | 501976104 | — | 44 shares | $299 |
| WESBANCO INC COM | Stock | 950810101 | — | 8 shares | $299 |
| AURORA INNOVATION INC CLASS A COM | Stock | 051774107 | — | 54 shares | $299 |
| GILEAD SCIENCES INC COM | Stock | 375558103 | — | 2 shares | $298 |
| JAMES RIV GROUP LTD COM SHS | Stock | 46990A102 | — | 87 shares | $298 |
| PRIMORIS SVCS CORP COM | Stock | 74164F103 | — | 4 shares | $298 |
| RLJ LODGING TR COM | REIT | 74965L101 | — | 27 shares | $298 |
| ZILLOW GROUP INC CL C CAP STK | Stock | 98954M200 | — | 11 shares | $298 |
| ENTRADA THERAPEUTICS INC COM | Stock | 29384C108 | — | 47 shares | $298 |
| GORMAN RUPP CO COM | Stock | 383082104 | — | 4 shares | $298 |
| ARTIVION INC COM | Stock | 228903100 | — | 13 shares | $297 |
| EGAIN CORP COM NEW | Stock | 28225C806 | — | 51 shares | $297 |
| MUELLER WTR PRODS INC COM SER A | Stock | 624758108 | — | 14 shares | $297 |
| GAMESTOP CORP CL A | Stock | 36467W109 | — | 12 shares | $296 |
| HAGERTY INC CL A COM | Stock | 405166109 | — | 22 shares | $296 |
| LANTRONIX INC COM NEW | Stock | 516548203 | — | 41 shares | $296 |
| LIFEVANTAGE CORP COM NEW | Stock | 53222K205 | — | 47 shares | $296 |
| PAPA JOHNS INTL INC COM | Stock | 698813102 | — | 15 shares | $296 |
| SILVERCREST ASSET MGMT GROUP CL A | Stock | 828359109 | — | 28 shares | $296 |
| BLACKSTONE DIGITAL INFRASTRUCT COMMON STOCK | REIT | 09264B107 | — | 17 shares | $295 |
| N-ABLE INC COMMON STOCK | Stock | 62878D100 | — | 72 shares | $295 |
| BLOCK INC CL A | Stock | 852234103 | — | 4 shares | $294 |
| BRT APARTMENTS CORP COM | REIT | 055645303 | — | 22 shares | $294 |
| SPROTT CRITICAL MATERIALS ETF | ETF | 85208P402 | — | 10 shares | $293 |
| BULLFROG AI HLDGS INC COM | Stock | 12021E109 | — | 486 shares | $292 |
| FRONTDOOR INC COM | Stock | 35905A109 | — | 4 shares | $292 |
| KIMBERLY-CLARK CORP COM | Stock | 494368103 | — | 3 shares | $292 |