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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) |
|---|---|---|---|---|---|
| RESIDEO TECHNOLOGIES INC COM | Stock | 76118Y104 | — | 15 shares | $272 |
| FIDELITY NATL FINL INC COM SHS | Stock | 31620R303 | — | 7 shares | $271 |
| CONCRETE PUMPING HLDGS INC COM | Stock | 206704108 | — | 28 shares | $271 |
| BUSINESS FIRST BANCSHARES INC COM | Stock | 12326C105 | — | 9 shares | $271 |
| GAMESTOP CORP CL A | Stock | 36467W109 | — | 11 shares | $271 |
| INVENTRUST PPTYS CORP COM NEW | REIT | 46124J201 | — | 9 shares | $271 |
| CONSTRUCTION PARTNERS INC COM CL A | Stock | 21044C107 | — | 3 shares | $270 |
| TOLL BROTHERS INC COM | Stock | 889478103 | — | 2 shares | $270 |
| BOWHEAD SPECIALTY HLDGS INC COM SHS | Stock | 10240L102 | — | 8 shares | $270 |
| ALTRIA GROUP INC COM | Stock | 02209S103 | — | 4 shares | $269 |
| DICKS SPORTING GOODS INC COM | Stock | 253393102 | — | 2 shares | $269 |
| CENTRAL GARDEN & PET CO CL A NON-VTG | Stock | 153527205 | — | 8 shares | $268 |
| WHEATON PRECIOUS METALS CORP COM | Stock | 962879102 | — | 2 shares | $267 |
| ACCEL ENTERTAINMENT INC COM CL A1 | Stock | 00436Q106 | — | 25 shares | $267 |
| CEMEX SAB DE CV SPON ADR NEW | ADR | 151290889 | — | 28 shares | $266 |
| EMPIRE ST RLTY TR INC CL A | REIT | 292104106 | — | 66 shares | $266 |
| ROYAL CARIBBEAN GROUP COM | Stock | V7780T103 | — | 1 shares | $266 |
| CROWDSTRIKE HLDGS INC CL A | Stock | 22788C105 | — | 1 shares | $265 |
| ESCO TECHNOLOGIES INC COM | Stock | 296315104 | — | 1 shares | $265 |
| HERITAGE INSURANCE HLDGS INC COM | Stock | 42727J102 | — | 8 shares | $265 |
| OHIO VY BANC CORP COM | Stock | 677719106 | — | 6 shares | $265 |
| TPG INC COM CL A | Stock | 872657101 | — | 6 shares | $265 |
| TUCOWS INC COM NEW | Stock | 898697206 | — | 28 shares | $265 |
| EIKON THERAPEUTICS INC COM | Stock | 282564103 | — | 33 shares | $265 |
| FLOTEK INDUSTRIES INC COM NEW | Stock | 343389409 | — | 9 shares | $264 |
| ITAU UNIBANCO HLDG S A SPON ADR REP PFD | ADR | 465562106 | — | 31 shares | $264 |
| COMPASS MINERALS INTL INC COM | Stock | 20451N101 | — | 12 shares | $264 |
| IONQ INC COM | Stock | 46222L108 | — | 6 shares | $263 |
| INNODATA INC COM NEW | Stock | 457642205 | — | 4 shares | $263 |
| DAVE & BUSTERS ENTMT INC COM | Stock | 238337109 | — | 41 shares | $262 |
| EXPONENT INC COM | Stock | 30214U102 | — | 4 shares | $262 |
| PATTERSON-UTI ENERGY INC COM | Stock | 703481101 | — | 24 shares | $262 |
| EVERPURE INC CL A | Stock | 74624M102 | — | 2 shares | $262 |
| MARINEMAX INC COM | Stock | 567908108 | — | 5 shares | $262 |
| SIGHT SCIENCES INC COM | Stock | 82657M105 | — | 28 shares | $262 |
| CALUMET INC COM | Stock | 131428104 | — | 5 shares | $262 |
| SMARTBIRD INC CL A NEW | Stock | 01675A208 | — | 100 shares | $261 |
| CANDEL THERAPEUTICS INC COM | Stock | 137404109 | — | 25 shares | $261 |
| CINEMARK HLDGS INC COM | Stock | 17243V102 | — | 7 shares | $261 |
| HIMALAYA SHIPPING LTD ORD SHS | Stock | G4660A103 | — | 15 shares | $261 |
| CIRCLE8 GROUP INC COM | Stock | 048592109 | — | 551 shares | $260 |
| INFOSYS LTD SPONSORED ADR | ADR | 456788108 | — | 24 shares | $260 |
| PEDEVCO CORP COM NEW | Stock | 70532Y402 | — | 20 shares | $260 |
| WESTWATER RES INC COM NEW | Stock | 961684206 | — | 500 shares | $260 |
| HELMERICH & PAYNE INC COM | Stock | 423452101 | — | 7 shares | $260 |
| MDU RES GROUP INC COM | Stock | 552690109 | — | 14 shares | $260 |
| XENON PHARMACEUTICALS INC COM | Stock | 98420N105 | — | 7 shares | $260 |
| CELLDEX THERAPEUTICS INC NEW COM NEW | Stock | 15117B202 | — | 8 shares | $259 |
| KYNDRYL HLDGS INC COMMON STOCK | Stock | 50155Q100 | — | 23 shares | $259 |
| SAFEHOLD INC COM | REIT | 78646V107 | — | 22 shares | $259 |
| SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B | ADR | 833635105 | — | 4 shares | $259 |
| CELLDEX THERAPEUTICS INC NEW COM NEW | Stock | 15117B202 | — | 8 shares | $259 |
| LCNB CORP COM | Stock | 50181P100 | — | 14 shares | $259 |
| CALEDONIA MNG CORP SHS NEW | Stock | G1757E113 | — | 11 shares | $259 |
| IRADIMED CORP COM | Stock | 46266A109 | — | 3 shares | $259 |
| BUCKLE INC COM | Stock | 118440106 | — | 6 shares | $258 |
| CARIBOU BIOSCIENCES INC COM | Stock | 142038108 | — | 203 shares | $258 |
| CLEANSPARK INC COM NEW | Stock | 18452B209 | — | 20 shares | $258 |
| TERRENO RLTY CORP COM | REIT | 88146M101 | — | 4 shares | $258 |
| LOUISIANA PAC CORP COM | Stock | 546347105 | — | 4 shares | $258 |
| CHEMOURS CO COM | Stock | 163851108 | — | 19 shares | $258 |
| CHESAPEAKE UTILS CORP COM | Stock | 165303108 | — | 2 shares | $257 |
| INTREPID POTASH INC COM | Stock | 46121Y201 | — | 8 shares | $257 |
| OTIS WORLDWIDE CORP COM | Stock | 68902V107 | — | 4 shares | $257 |
| SURROZEN INC COM NEW | Stock | 86889P109 | — | 8 shares | $257 |
| ATEGRITY SPECIALTY IN CO HO COM | Stock | 04681Y103 | — | 10 shares | $256 |
| ONEOK INC COM | Stock | 30609A109 | — | 3 shares | $256 |
| MILLERKNOLL INC COM | Stock | 600544100 | — | 13 shares | $256 |
| SCRIPPS E W CO OHIO CL A NEW | Stock | 811054402 | — | 98 shares | $255 |
| CRICUT INC COM CL A | Stock | 22658D100 | — | 40 shares | $255 |
| ARCBEST CORP COM | Stock | 03937C105 | — | 2 shares | $255 |
| CVR ENERGY INC COM | Stock | 12662P108 | — | 5 shares | $255 |
| EASTERLY GOVT PPTYS INC COM SHS | REIT | 27616P301 | — | 11 shares | $255 |
| BRT APARTMENTS CORP COM | REIT | 055645303 | — | 19 shares | $254 |
| CALIFORNIA RES CORP COM STOCK | Stock | 13057Q305 | — | 5 shares | $254 |
| GEVO INC COM PAR | Stock | 374396406 | — | 193 shares | $254 |
| LUCID DIAGNOSTICS INC COM | Stock | 54948X109 | — | 338 shares | $254 |
| INGLES MKTS INC CL A | Stock | 457030104 | — | 3 shares | $254 |
| CITIZENS CMNTY BANCORP INC MD COM | Stock | 174903104 | — | 12 shares | $253 |
| RICHMOND MUT BANCORPORATION COM | Stock | 76525P100 | — | 17 shares | $253 |
| NUVECTIS PHARMA INC COM | Stock | 67080T108 | — | 12 shares | $253 |
| IMMERSION CORP COM | Stock | 452521107 | — | 35 shares | $253 |
| ALIGNMENT HEALTHCARE INC COM | Stock | 01625V104 | — | 31 shares | $253 |
| INVIVYD INC COM | Stock | 00534A102 | — | 290 shares | $252 |
| IDAHO STRATEGIC RESOURCES COM NEW | Stock | 645827205 | — | 9 shares | $252 |
| NORTHWEST BANCSHARES INC COM | Stock | 667340103 | — | 17 shares | $252 |
| SPOK HLDGS INC COM | Stock | 84863T106 | — | 24 shares | $252 |
| PAMT CORP COM | Stock | 693149106 | — | 22 shares | $251 |
| SCOTTS MIRACLE-GRO CO CL A | Stock | 810186106 | — | 5 shares | $251 |
| UNIFIRST CORP MASS COM | Stock | 904708104 | — | 1 shares | $251 |
| CHICAGO ATLANTIC REAL ESTATE F COM | REIT | 167239102 | — | 25 shares | $251 |
| UNIFIRST CORP MASS COM | Stock | 904708104 | — | 1 shares | $251 |
| UNIVERSAL CORP VA MTNS BK ENT COM | Stock | 913456109 | — | 6 shares | $251 |
| BRISTOL-MYERS SQUIBB CO COM | Stock | 110122108 | — | 4 shares | $250 |
| TELEFLEX INCORPORATED COM | Stock | 879369106 | — | 2 shares | $250 |
| HERC HLDGS INC COM | Stock | 42704L104 | — | 2 shares | $250 |
| STEPAN CO COM | Stock | 858586100 | — | 4 shares | $250 |
| CLOVER HEALTH INVESTMENTS CORP COM CL A | Stock | 18914F103 | — | 58 shares | $250 |
| CARTERS INC COM | Stock | 146229109 | — | 8 shares | $250 |
| EPSILON ENERGY LTD COM | Stock | 294375209 | — | 43 shares | $249 |