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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) |
|---|---|---|---|---|---|
| CHEFS WHSE INC COM | Stock | 163086101 | — | 2 shares | $224 |
| NMI HLDGS INC COM | Stock | 629209305 | — | 6 shares | $224 |
| ALLIENT INC COM | Stock | 019330109 | — | 2 shares | $223 |
| AMERICAN INTL GROUP INC COM NEW | Stock | 026874784 | — | 3 shares | $223 |
| BK TECHNOLOGIES CORPORATION COM | Stock | 05587G203 | — | 3 shares | $223 |
| FERGUSON ENTERPRISES INC COMMON STOCK NEW | Stock | 31488V107 | — | 1 shares | $223 |
| TETRA TECHNOLOGIES INC DEL COM | Stock | 88162F105 | — | 38 shares | $223 |
| ORTHOPEDIATRICS CORP COM | Stock | 68752L100 | — | 10 shares | $223 |
| MAINSTREET BANCSHARES INC COM | Stock | 56064Y100 | — | 9 shares | $223 |
| OKLO INC COM CL A | Stock | 02156V109 | — | 6 shares | $222 |
| AMERICAS GOLD AND SILVER CORP COM NEW | Stock | 03062D803 | — | 51 shares | $222 |
| FLOWERS FOODS INC COM | Stock | 343498101 | — | 40 shares | $222 |
| ONEMAIN HLDGS INC COM | Stock | 68268W103 | — | 4 shares | $222 |
| PNC FINL SVCS GROUP INC COM | Stock | 693475105 | — | 1 shares | $222 |
| SILICON LABORATORIES INC COM | Stock | 826919102 | — | 1 shares | $222 |
| VERSANT MEDIA GROUP INC COM CL A | Stock | 925283103 | — | 7 shares | $222 |
| FIRST FINANCIAL CORPORATION COM | Stock | 320218100 | — | 3 shares | $222 |
| VERSANT MEDIA GROUP INC COM CL A | Stock | 925283103 | — | 7 shares | $222 |
| RYAN SPECIALTY HOLDINGS INC CL A | Stock | 78351F107 | — | 6 shares | $222 |
| VISTANCE NETWORKS INC COM | Stock | 20337X109 | — | 37 shares | $221 |
| HECLA MINING COMPANY COM | Stock | 422704106 | — | 13 shares | $221 |
| OMNICOM GROUP INC COM | Stock | 681919106 | — | 3 shares | $221 |
| XPEL INC COM | Stock | 98379L100 | — | 5 shares | $221 |
| BLAIZE HLDGS INC COM | Stock | 092915107 | — | 462 shares | $220 |
| NVE CORP COM NEW | Stock | 629445206 | — | 2 shares | $220 |
| NEUROPACE INC COM | Stock | 641288105 | — | 16 shares | $220 |
| PEABODY ENERGY CORP COM | Stock | 704551100 | — | 9 shares | $220 |
| ALPHA & OMEGA SEMICONDUCTOR LT SHS | Stock | G6331P104 | — | 8 shares | $220 |
| CLEVELAND-CLIFFS INC NEW COM | Stock | 185899101 | — | 20 shares | $220 |
| APPLIED DIGITAL CORP COM NEW | Stock | 038169207 | — | 9 shares | $219 |
| CELSIUS HLDGS INC COM NEW | Stock | 15118V207 | — | 8 shares | $219 |
| FEDEX FGHT HLDG CO INC COMMON STOCK | Stock | 314352105 | — | 2 shares | $219 |
| CRESCENT BIOPHARMA INC. COM | Stock | G2545C104 | — | 15 shares | $219 |
| 1ST FINL BANCORP COM | Stock | 320209109 | — | 7 shares | $219 |
| WISDOMTREE INC COM | Stock | 97717P104 | — | 9 shares | $219 |
| BLACKSTONE MORTGAGE TRUST INC COM CL A | REIT | 09257W100 | — | 19 shares | $218 |
| ISPIRE TECHNOLOGY INC COM | Stock | 46501C100 | — | 170 shares | $218 |
| STEREOTAXIS INC COM NEW | Stock | 85916J409 | — | 177 shares | $218 |
| SABLE OFFSHORE CORP COM SHS | Stock | 78574H104 | — | 63 shares | $218 |
| AMTECH SYS INC COM PAR $0.01N | Stock | 032332504 | — | 13 shares | $218 |
| ARTISAN PARTNERS ASSET MGMT I CL A | Stock | 04316A108 | — | 6 shares | $217 |
| EPAM SYS INC COM | Stock | 29414B104 | — | 2 shares | $217 |
| SCHRODINGER INC COM | Stock | 80810D103 | — | 7 shares | $217 |
| SHIFT4 PMTS INC CL A | Stock | 82452J109 | — | 6 shares | $217 |
| ZILLOW GROUP INC CL C CAP STK | Stock | 98954M200 | — | 8 shares | $217 |
| TRUSTCO BK CORP N Y COM NEW | Stock | 898349204 | — | 4 shares | $217 |
| BELDEN INC COM | Stock | 077454106 | — | 2 shares | $216 |
| BLUE RIDGE BANKSHARES INC VA COM | Stock | 095825105 | — | 56 shares | $216 |
| FOSTER L B CO COM | Stock | 350060109 | — | 6 shares | $216 |
| NIO INC SPON ADS | ADR | 62914V106 | — | 63 shares | $216 |
| INFORMATION SVCS GROUP INC COM | Stock | 45675Y104 | — | 39 shares | $216 |
| INNOVEX INTERNATIONAL INC COM | Stock | 457651107 | — | 8 shares | $216 |
| FIVERR INTL LTD ORD SHS | Stock | M4R82T106 | — | 25 shares | $216 |
| EVERTEC INC COM | Stock | 30040P103 | — | 8 shares | $216 |
| CENTRAL PAC FINL CORP COM NEW | Stock | 154760409 | — | 6 shares | $215 |
| KENNAMETAL INC COM | Stock | 489170100 | — | 7 shares | $215 |
| SUPERIOR GROUP OF CO INC COM | Stock | 868358102 | — | 17 shares | $215 |
| FIRST UTD CORP COM | Stock | 33741H107 | — | 5 shares | $214 |
| MASTEC INC COM | Stock | 576323109 | — | 1 shares | $214 |
| MINISO GROUP HLDG LTD SPONSORED ADS | ADR | 66981J102 | — | 23 shares | $214 |
| TOWNEBANK PORTSMOUTH VA COM | Stock | 89214P109 | — | 6 shares | $214 |
| RPC INC COM | Stock | 749660106 | — | 38 shares | $214 |
| BILL HOLDINGS INC COM | Stock | 090043100 | — | 5 shares | $213 |
| NURIX THERAPEUTICS INC COM | Stock | 67080M103 | — | 9 shares | $213 |
| PACIFIC BIOSCIENCES CALIF INC COM | Stock | 69404D108 | — | 90 shares | $213 |
| SANA BIOTECHNOLOGY INC COM | Stock | 799566104 | — | 73 shares | $213 |
| PIONEER BANCORP INC MD COM | Stock | 723561106 | — | 12 shares | $213 |
| X-ENERGY INC COM CL A | Stock | 98386P102 | — | 15 shares | $213 |
| AMPCO-PITTSBURG CORP COM | Stock | 032037103 | — | 24 shares | $212 |
| LIFEWAY FOODS INC COM | Stock | 531914109 | — | 10 shares | $212 |
| LIQUIDIA CORPORATION COM NEW | Stock | 53635D202 | — | 7 shares | $212 |
| ROBLOX CORP CL A | Stock | 771049103 | — | 5 shares | $212 |
| THIRD COAST BANCSHARES INC COM | Stock | 88422P109 | — | 5 shares | $212 |
| BANCFIRST CORP COM | Stock | 05945F103 | — | 2 shares | $211 |
| WENDYS CO COM | Stock | 95058W100 | — | 33 shares | $211 |
| CHEESECAKE FACTORY INC COM | Stock | 163072101 | — | 2 shares | $210 |
| MISSION PRODUCE INC COM | Stock | 60510V108 | — | 16 shares | $210 |
| EASTMAN KODAK CO COM NEW | Stock | 277461406 | — | 22 shares | $210 |
| CHEESECAKE FACTORY INC COM | Stock | 163072101 | — | 2 shares | $210 |
| STIFEL FINL CORP COM | Stock | 860630102 | — | 3 shares | $210 |
| AUTODESK INC COM | Stock | 052769106 | — | 1 shares | $209 |
| NATIONAL HEALTHCARE PPTYS INC COMMON STOCK | REIT | 42226B600 | — | 13 shares | $209 |
| OMEROS CORP COM | Stock | 682143102 | — | 11 shares | $209 |
| SELLAS LIFE SCIENCES GROUP INC COM NEW | Stock | 81642T209 | — | 17 shares | $209 |
| SILGAN HLDGS INC COM | Stock | 827048109 | — | 6 shares | $209 |
| MAREX GROUP LTD ORD | Stock | G5S37H101 | — | 3 shares | $209 |
| OMEROS CORP COM | Stock | 682143102 | — | 11 shares | $209 |
| BELLRING BRANDS INC COMMON STOCK | Stock | 07831C103 | — | 27 shares | $208 |
| ZEVRA THERAPEUTICS INC COM NEW | Stock | 488445206 | — | 19 shares | $208 |
| MEDICAL PROPERTIES TRUST INC COM | REIT | 58463J304 | — | 60 shares | $208 |
| OUTLOOK THERAPEUTICS INC COM | Stock | 69012T305 | — | 363 shares | $208 |
| PARK AEROSPACE CORP COM | Stock | 70014A104 | — | 7 shares | $208 |
| APA CORPORATION COM | Stock | 03743Q108 | — | 5 shares | $208 |
| PACS GROUP INC COM SHS | Stock | 69380Q107 | — | 5 shares | $208 |
| LIBERTY CAP CORP SER A GCI GROUP | Stock | 36164V602 | — | 9 shares | $208 |
| ATRIUM THERAPEUTICS INC COM | Stock | 04965N104 | — | 25 shares | $207 |
| XMAX INC COM | Stock | 66979P300 | — | 24 shares | $207 |
| PROGRESSIVE CORP COM | Stock | 743315103 | — | 1 shares | $207 |
| SAFETY INS GROUP INC COM | Stock | 78648T100 | — | 2 shares | $207 |
| HAPPEN INC COM NEW | Stock | 52603A208 | — | 14 shares | $207 |