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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) |
|---|---|---|---|---|---|
| CARNIVAL CORP LTD COMMON SHARES | Stock | G2004J103 | — | 6 shares | $147 |
| FERMI INC COM | Stock | 314911108 | — | 35 shares | $147 |
| LEONARDO DRS INC COM | Stock | 52661A108 | — | 4 shares | $147 |
| SIGA TECHNOLOGIES INC COM | Stock | 826917106 | — | 43 shares | $146 |
| REPLIMUNE GROUP INC COM | Stock | 76029N106 | — | 11 shares | $146 |
| WEIS MKTS INC COM | Stock | 948849104 | — | 2 shares | $146 |
| TONIX PHARMACEUTICALS HLDG CO COM NEW | Stock | 890260839 | — | 15 shares | $146 |
| FORD MTR CO COM | Stock | 345370860 | — | 12 shares | $145 |
| VISHAY PRECISION GROUP INC COM | Stock | 92835K103 | — | 2 shares | $145 |
| DENALI THERAPEUTICS INC COM | Stock | 24823R105 | — | 7 shares | $145 |
| AMERICAN BATTERY TECHNOLOGY COM NEW | Stock | 02451V309 | — | 65 shares | $144 |
| REPUBLIC AWYS HLDGS INC COM SHS | Stock | 590479408 | — | 8 shares | $144 |
| TREVI THERAPEUTICS INC COM | Stock | 89532M101 | — | 10 shares | $143 |
| ARBOR REALTY TRUST INC COM | REIT | 038923108 | — | 37 shares | $143 |
| LEGACY HOUSING CORP COM | Stock | 52472M101 | — | 5 shares | $143 |
| BLUELINX HLDGS INC COM NEW | Stock | 09624H208 | — | 2 shares | $142 |
| PATRIA INVESTMENTS LIMITED COM CL A | Stock | G69451105 | — | 14 shares | $142 |
| ECB BANCORP INC COM | Stock | 26828M106 | — | 7 shares | $142 |
| BROOKFIELD RENEWABLE CORP CL A EX SUB VTG | Stock | 11285B108 | — | 5 shares | $141 |
| ELECTROMED INC COM | Stock | 285409108 | — | 5 shares | $141 |
| WORLD KINECT CORPORATION COM | Stock | 981475106 | — | 4 shares | $141 |
| AZENTA INC COM | Stock | 114340102 | — | 4 shares | $140 |
| COGENT COMM HOLDINGS INC COM NEW | Stock | 19239V302 | — | 18 shares | $140 |
| AZENTA INC COM | Stock | 114340102 | — | 4 shares | $140 |
| EFFICIENT MARKET PORTFOLIO PLUS ETF TRUST UNITS | ETF | 02072Q887 | — | 4 shares | $139 |
| COUPANG INC CL A | Stock | 22266T109 | — | 10 shares | $139 |
| DREAM FINDERS HOMES INC COM CL A | Stock | 26154D100 | — | 13 shares | $139 |
| CS DISCO INC COM | Stock | 126327105 | — | 34 shares | $139 |
| HUDSON TECHNOLOGIES INC COM | Stock | 444144109 | — | 27 shares | $139 |
| FIREFLY AEROSPACE INC COM | Stock | 31816X106 | — | 6 shares | $139 |
| ENLIVEN THERAPEUTICS INC COM | Stock | 29337E102 | — | 3 shares | $138 |
| PRECISION BIOSCIENCES INC COM NEW | Stock | 74019P207 | — | 22 shares | $138 |
| PRO-DEX INC COLO COM NEW | Stock | 74265M205 | — | 2 shares | $138 |
| PALVELLA THERAPEUTICS INC NEW COM | Stock | 697947109 | — | 1 shares | $138 |
| CORVUS PHARMACEUTICALS INC COM | Stock | 221015100 | — | 12 shares | $138 |
| AMERICAN FINANCIAL GROUP INC COM | Stock | 025932104 | — | 1 shares | $137 |
| EQUIFAX INC COM | Stock | 294429105 | — | 1 shares | $137 |
| WISE GROUP PLC ORD SHS CLASS A | Stock | G9723Y105 | — | 12 shares | $137 |
| TANGER INC COM | REIT | 875465106 | — | 4 shares | $137 |
| NEXPOINT RESIDENTIAL TR INC COM | REIT | 65341D102 | — | 7 shares | $137 |
| CGI INC CL A SUB VTG | Stock | 12532H104 | — | 2 shares | $136 |
| HNI CORP COM | Stock | 404251100 | — | 3 shares | $136 |
| LINEAGE INC COM | REIT | 53566V106 | — | 4 shares | $136 |
| PROKIDNEY CORP SHS CL A | Stock | 74291D104 | — | 82 shares | $136 |
| QUANTUM SI INC COM CL A | Stock | 74765K105 | — | 127 shares | $136 |
| YUM BRANDS INC COM | Stock | 988498101 | — | 1 shares | $136 |
| NIQ GLOBAL INTELLIGENCE PLC ORDINARY SHARES | Stock | G63755105 | — | 8 shares | $136 |
| FTI CONSULTING INC COM | Stock | 302941109 | — | 1 shares | $135 |
| KYNDRYL HLDGS INC COMMON STOCK | Stock | 50155Q100 | — | 12 shares | $135 |
| LYFT INC CL A COM | Stock | 55087P104 | — | 9 shares | $135 |
| UNDER ARMOUR INC CL C | Stock | 904311206 | — | 31 shares | $135 |
| VERSIGENT PLC ORDINARY SHARES | Stock | G9600F104 | — | 3 shares | $135 |
| SERVICE PPTYS TR COM NEW | REIT | 81761L201 | — | 21 shares | $135 |
| LEGALZOOM COM INC COM | Stock | 52466B103 | — | 24 shares | $135 |
| IONIS PHARMACEUTICALS INC COM | Stock | 462222100 | — | 3 shares | $134 |
| VESTIS CORPORATION COM SHS | Stock | 29430C102 | — | 10 shares | $134 |
| VIR BIOTECHNOLOGY INC COM | Stock | 92764N102 | — | 12 shares | $134 |
| MECHANICS BANCORP CL A | Stock | 43785V102 | — | 9 shares | $133 |
| INTERNATIONAL PAPER CO COM | Stock | 460146103 | — | 4 shares | $133 |
| MASTERBRAND INC COMMON STOCK | Stock | 57638P104 | — | 19 shares | $133 |
| VANGUARD CONSUMER DISCRETIONARY ETF | ETF | 92204A108 | — | 0 shares | $133 |
| WISDOMTREE U.S. HIGH YIELD CORPORATE BOND FUND | ETF | 97717X172 | — | 3 shares | $133 |
| SPROUTS FMRS MKT INC COM | Stock | 85208M102 | — | 2 shares | $133 |
| HAPPEN INC COM NEW | Stock | 52603A208 | — | 9 shares | $133 |
| ANNALY CAPITAL MANAGEMENT INC COM NEW | REIT | 035710839 | — | 7 shares | $132 |
| BRIDGEBIO PHARMA INC COM | Stock | 10806X102 | — | 2 shares | $132 |
| ERASCA INC COM | Stock | 29479A108 | — | 9 shares | $132 |
| INVITATION HOMES INC COM | REIT | 46187W107 | — | 5 shares | $132 |
| PINTEREST INC CL A | Stock | 72352L106 | — | 7 shares | $132 |
| SMURFIT WESTROCK PLC SHS | Stock | G8267P108 | — | 3 shares | $132 |
| ADECOAGRO S A COM | Stock | L00849106 | — | 13 shares | $132 |
| GERDAU SA SPON ADR REP PFD | ADR | 373737105 | — | 28 shares | $132 |
| EXPONENT INC COM | Stock | 30214U102 | — | 2 shares | $131 |
| GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | Stock | 36266G107 | — | 2 shares | $131 |
| AXCELIS TECHNOLOGIES INC COM NEW | Stock | 054540208 | — | 1 shares | $131 |
| PLANET LABS PBC COM CL A | Stock | 72703X106 | — | 8 shares | $131 |
| CAREDX INC COM | Stock | 14167L103 | — | 2 shares | $130 |
| SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B | ADR | 833635105 | — | 2 shares | $130 |
| TFS FINL CORP COM | Stock | 87240R107 | — | 8 shares | $130 |
| WESTERN UN CO COM | Stock | 959802109 | — | 22 shares | $130 |
| SCHWAB US DIVIDEND EQUITY ETF | ETF | 808524797 | — | 4 shares | $130 |
| STOKE THERAPEUTICS INC COM | Stock | 86150R107 | — | 5 shares | $130 |
| TFS FINL CORP COM | Stock | 87240R107 | — | 8 shares | $130 |
| AGORA INC ADS | ADR | 00851L103 | — | 31 shares | $130 |
| OSHKOSH CORP COM | Stock | 688239201 | — | 1 shares | $129 |
| OSHKOSH CORP COM | Stock | 688239201 | — | 1 shares | $129 |
| TRON INC COM | Stock | 85237B101 | — | 91 shares | $129 |
| QUAD / GRAPHICS INC COM CL A | Stock | 747301109 | — | 14 shares | $129 |
| VERA THERAPEUTICS INC CL A | Stock | 92337R101 | — | 4 shares | $129 |
| ADEIA INC COM | Stock | 00676P107 | — | 5 shares | $128 |
| INTREPID POTASH INC COM | Stock | 46121Y201 | — | 4 shares | $128 |
| ATEGRITY SPECIALTY IN CO HO COM | Stock | 04681Y103 | — | 5 shares | $128 |
| BRIGHT HORIZONS FAM SOL IN DEL COM | Stock | 109194100 | — | 2 shares | $127 |
| WERIDE INC SPONSORED ADS | ADR | 950915108 | — | 24 shares | $127 |
| ELICIO THERAPEUTICS INC COM | Stock | 28657F103 | — | 70 shares | $127 |
| SUPERIOR GROUP OF CO INC COM | Stock | 868358102 | — | 10 shares | $127 |
| BATH & BODY WORKS INC COM | Stock | 070830104 | — | 8 shares | $127 |
| ALUMIS INC COM | Stock | 022307102 | — | 17 shares | $126 |
| FINANCE OF AMERICA COMPAN CL A NEW | Stock | 31738L206 | — | 10 shares | $126 |
| GREENWICH LIFESCIENCES INC COM | Stock | 396879108 | — | 7 shares | $126 |