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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) |
|---|---|---|---|---|---|
| RLI CORP COM | Stock | 749607107 | — | 3 shares | $166 |
| MEDALLION FINANCIAL CORP COM | Stock | 583928106 | — | 14 shares | $166 |
| BOBS DISC FURNITURE INC COM SHS | Stock | 09681N106 | — | 12 shares | $166 |
| UNDER ARMOUR INC CL A | Stock | 904311107 | — | 37 shares | $165 |
| VIRIDIAN THERAPEUTICS INC COM | Stock | 92790C104 | — | 8 shares | $165 |
| COURSERA INC COM | Stock | 22266M104 | — | 33 shares | $164 |
| FORTIVE CORP COM | Stock | 34959J108 | — | 3 shares | $164 |
| NCR VOYIX CORPORATION COM | Stock | 62886E108 | — | 24 shares | $164 |
| SAREPTA THERAPEUTICS INC COM | Stock | 803607100 | — | 9 shares | $164 |
| SHATTUCK LABS INC COM | Stock | 82024L103 | — | 24 shares | $164 |
| TEMPUS AI INC CL A | Stock | 88023B103 | — | 2 shares | $164 |
| AMER SPORTS INC COM SHS | Stock | G0260P102 | — | 6 shares | $164 |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | ETF | 922020805 | — | 3 shares | $164 |
| SHARONAI HOLDINGS INC COM CL A | Stock | 778920306 | — | 3 shares | $164 |
| ALKAMI TECHNOLOGY INC COM | Stock | 01644J108 | — | 12 shares | $164 |
| NAVIENT CORPORATION COM | Stock | 63938C108 | — | 18 shares | $163 |
| REALTY INCOME CORP COM | REIT | 756109104 | — | 3 shares | $163 |
| SYLVAMO CORP COMMON STOCK | Stock | 871332102 | — | 5 shares | $163 |
| RCM TECHNOLOGIES INC COM NEW | Stock | 749360400 | — | 4 shares | $163 |
| ANTERIS TECHNOLOGIES GLOBAL COM | Stock | 03675P102 | — | 21 shares | $163 |
| OOMA INC COM | Stock | 683416101 | — | 8 shares | $163 |
| SANA BIOTECHNOLOGY INC COM | Stock | 799566104 | — | 56 shares | $163 |
| ARMSTRONG WORLD INDS INC NEW COM | Stock | 04247X102 | — | 1 shares | $162 |
| EXELON CORP COM | Stock | 30161N101 | — | 4 shares | $162 |
| NEXSTAR MEDIA GROUP INC COMMON STOCK | Stock | 65336K103 | — | 1 shares | $162 |
| POOL CORP COM | Stock | 73278L105 | — | 1 shares | $162 |
| RELAY THERAPEUTICS INC COM | Stock | 75943R102 | — | 9 shares | $162 |
| STUBHUB HLDGS INC CL A | Stock | 86384P109 | — | 29 shares | $162 |
| LATHAM GROUP INC COM | Stock | 51819L107 | — | 26 shares | $162 |
| SIX FLAGS ENTERTAINMENT CORP COM | Stock | 83001C108 | — | 15 shares | $161 |
| LIFE360 INC COM | Stock | 532206109 | — | 4 shares | $161 |
| INSEEGO CORP COM NEW | Stock | 45782B302 | — | 44 shares | $161 |
| KRISPY KREME INC COM | Stock | 50101L106 | — | 56 shares | $161 |
| KNOW LABS INC COM NEW | Stock | 499238202 | — | 295 shares | $160 |
| RICHARDSON ELECTRS LTD COM | Stock | 763165107 | — | 9 shares | $160 |
| PALLADYNE AI CORP COM NEW | Stock | 80359A205 | — | 31 shares | $160 |
| MADISON SQUARE GARDEN ENTMT COM CL A | Stock | 558256103 | — | 2 shares | $160 |
| ARCUTIS BIOTHERAPEUTICS INC COM | Stock | 03969K108 | — | 6 shares | $159 |
| NANO NUCLEAR ENERGY INC COM | Stock | 63010H108 | — | 10 shares | $159 |
| SEACOAST BKG CORP FLA COM NEW | Stock | 811707801 | — | 5 shares | $159 |
| VERSANT MEDIA GROUP INC COM CL A | Stock | 925283103 | — | 5 shares | $159 |
| CNO FINL GROUP INC COM | Stock | 12621E103 | — | 3 shares | $159 |
| RENTOKIL INITIAL PLC SPONSORED ADR | ADR | 760125104 | — | 8 shares | $158 |
| SKYX PLATFORMS CORP COM | Stock | 78471E105 | — | 137 shares | $158 |
| MARKETWISE INC COM NEW CL A | Stock | 57064P206 | — | 8 shares | $158 |
| TETRA TECHNOLOGIES INC DEL COM | Stock | 88162F105 | — | 27 shares | $158 |
| AUTONATION INC COM | Stock | 05329W102 | — | 1 shares | $157 |
| CADIZ INC COM NEW | Stock | 127537207 | — | 40 shares | $157 |
| EVOMMUNE INC COM SHS | Stock | 30054Y107 | — | 19 shares | $157 |
| REDWIRE CORPORATION COM | Stock | 75776W103 | — | 15 shares | $157 |
| DECKERS OUTDOOR CORP COM | Stock | 243537107 | — | 2 shares | $156 |
| EHANG HLDGS LTD ADS | ADR | 26853E102 | — | 37 shares | $156 |
| ENVIRI CORP COM | Stock | 29390K102 | — | 8 shares | $156 |
| SEMPRA COM | Stock | 816851109 | — | 2 shares | $156 |
| TEXAS ROADHOUSE INC COM | Stock | 882681109 | — | 1 shares | $156 |
| NABORS INDUSTRIES LTD SHS | Stock | G6359F137 | — | 2 shares | $156 |
| KENSINGTON HEDGED PREMIUM INCOME ETF | ETF | 56167N183 | — | 6 shares | $155 |
| POWER INTEGRATIONS INC COM | Stock | 739276103 | — | 3 shares | $155 |
| REGAL REXNORD CORPORATION COM | Stock | 758750103 | — | 1 shares | $155 |
| ASCENT INDUSTRIES CO COM | Stock | 871565107 | — | 11 shares | $155 |
| NERDY INC COM SHS CL A | Stock | 64081V208 | — | 19 shares | $155 |
| LIMONEIRA CO COM | Stock | 532746104 | — | 13 shares | $155 |
| CARLSMED INC COM | Stock | 14280C105 | — | 11 shares | $155 |
| PURE CYCLE CORP COM NEW | Stock | 746228303 | — | 14 shares | $155 |
| CONTEXT THERAPEUTICS INC COM | Stock | 21077P108 | — | 512 shares | $154 |
| MONRO INC COM | Stock | 610236101 | — | 11 shares | $154 |
| ON SEMICONDUCTOR CORP COM | Stock | 682189105 | — | 2 shares | $154 |
| SUZANO S A SPON ADS | ADR | 86959K105 | — | 18 shares | $154 |
| TILRAY BRANDS INC COM | Stock | 88688T209 | — | 41 shares | $154 |
| COLLEGIUM PHARMACEUTICAL INC COM | Stock | 19459J104 | — | 7 shares | $153 |
| HUNTINGTON BANCSHARES INC COM | Stock | 446150104 | — | 10 shares | $153 |
| JEFFERSON CAPITAL INC COM | Stock | 47248R103 | — | 8 shares | $153 |
| FIFTH THIRD BANCORP COM | Stock | 316773100 | — | 3 shares | $152 |
| STATE STREET SPDR S&P OIL & GAS EQUIPMENT & SERVICES ETF | ETF | 78468R549 | — | 1 shares | $152 |
| HAWTHORN BANCSHARES INC COM | Stock | 420476103 | — | 4 shares | $152 |
| KINETIK HOLDINGS INC COM NEW CL A | Stock | 02215L209 | — | 3 shares | $151 |
| AMTECH SYS INC COM PAR $0.01N | Stock | 032332504 | — | 9 shares | $151 |
| GERDAU SA SPON ADR REP PFD | ADR | 373737105 | — | 32 shares | $151 |
| JBG SMITH PPTYS COM | REIT | 46590V100 | — | 15 shares | $151 |
| PERPETUA RESOURCES CORP COM | Stock | 714266103 | — | 7 shares | $151 |
| JBG SMITH PPTYS COM | REIT | 46590V100 | — | 15 shares | $151 |
| NEUROPACE INC COM | Stock | 641288105 | — | 11 shares | $151 |
| MERIDIAN CORP COM | Stock | 58958P104 | — | 8 shares | $151 |
| EOS ENERGY ENTERPRISES INC COM CL A | Stock | 29415C101 | — | 49 shares | $150 |
| GLOBUS MED INC CL A | Stock | 379577208 | — | 2 shares | $150 |
| INGERSOLL RAND INC COM | Stock | 45687V106 | — | 2 shares | $150 |
| WESBANCO INC COM | Stock | 950810101 | — | 4 shares | $150 |
| AMERICAN INTEGRITY INS GROUP I COM | Stock | 026948109 | — | 6 shares | $150 |
| CONCENTRIX CORP COM | Stock | 20602D101 | — | 6 shares | $150 |
| SIX FLAGS ENTERTAINMENT CORP COM | Stock | 83001C108 | — | 14 shares | $150 |
| RGC RES INC COM | Stock | 74955L103 | — | 7 shares | $149 |
| STEWART INFORMATION SVCS CORP COM | Stock | 860372101 | — | 3 shares | $149 |
| CUSTOMERS BANCORP INC COM | Stock | 23204G100 | — | 2 shares | $148 |
| FULLER H B CO COM | Stock | 359694106 | — | 3 shares | $148 |
| SECURITY NATL FINL CORP CL A NEW | Stock | 814785309 | — | 17 shares | $148 |
| KOHLS CORP COM | Stock | 500255104 | — | 8 shares | $148 |
| HUB GROUP INC CL A | Stock | 443320106 | — | 5 shares | $148 |
| BYLINE BANCORP INC COM | Stock | 124411109 | — | 4 shares | $147 |
| SL GREEN RLTY CORP COM | REIT | 78440X887 | — | 3 shares | $147 |
| TETRA TECHNOLOGIES INC DEL COM | Stock | 88162F105 | — | 25 shares | $147 |