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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) |
|---|---|---|---|---|---|
| CALUMET INC COM | Stock | 131428104 | — | 2 shares | $105 |
| TAT TECHNOLOGIES LTD ORD NEW | Stock | M8740S227 | — | 3 shares | $105 |
| UNITED FIRE GROUP INC COM | Stock | 910340108 | — | 2 shares | $105 |
| ACCURAY INC DEL COM | Stock | 004397105 | — | 388 shares | $105 |
| FULCRUM THERAPEUTICS INC COM | Stock | 359616109 | — | 28 shares | $104 |
| PPG INDS INC COM | Stock | 693506107 | — | 1 shares | $104 |
| PPG INDS INC COM | Stock | 693506107 | — | 1 shares | $104 |
| RESERVOIR MEDIA INC COM | Stock | 76119X105 | — | 11 shares | $104 |
| TMC THE METALS COMPANY INC COM | Stock | 87261Y106 | — | 27 shares | $104 |
| INTERNATIONAL MONEY EXPRESS COM | Stock | 46005L101 | — | 9 shares | $104 |
| FIRST NORTHN CMNTY BANCORP COM | Stock | 335925103 | — | 6 shares | $104 |
| JOINT CORP COM | Stock | 47973J102 | — | 14 shares | $104 |
| ALUMIS INC COM | Stock | 022307102 | — | 14 shares | $103 |
| GOGO INC COM | Stock | 38046C109 | — | 48 shares | $103 |
| VIRIDIAN THERAPEUTICS INC COM | Stock | 92790C104 | — | 5 shares | $103 |
| ETON PHARMACEUTICALS INC COM | Stock | 29772L108 | — | 2 shares | $103 |
| STRAWBERRY FIELDS REIT INC COM | REIT | 863182101 | — | 8 shares | $103 |
| BAKKT INC COM CL A NEW | Stock | 05759B305 | — | 13 shares | $102 |
| MAPLIGHT THERAPEUTICS INC COM | Stock | 56565P103 | — | 10 shares | $102 |
| TRICO BANCSHARES COM | Stock | 896095106 | — | 2 shares | $102 |
| CHARGEPOINT HOLDINGS INC COM SHS | Stock | 15961R303 | — | 10 shares | $101 |
| MIAMI INTL HLDGS INC COM | Stock | 59356Q108 | — | 3 shares | $101 |
| UWM HOLDINGS CORPORATION COM CL A | Stock | 91823B109 | — | 86 shares | $101 |
| ISHARES NATIONAL MUNI BOND ETF | ETF | 464288414 | — | 1 shares | $101 |
| ACLARIS THERAPEUTICS INC COM | Stock | 00461U105 | — | 19 shares | $100 |
| ARTESIAN RES CORP CL A | Stock | 043113208 | — | 3 shares | $100 |
| INHIBRX BIOSCIENCES INC COM | Stock | 45720N103 | — | 1 shares | $100 |
| ROADZEN INC ORD SHS | Stock | G7606H108 | — | 76 shares | $100 |
| UTZ BRANDS INC COM CL A | Stock | 918090101 | — | 7 shares | $100 |
| BRIGHT MINDS BIOSCIENCES INC COM NEW | Stock | 10919W405 | — | 2 shares | $100 |
| FINWISE BANCORP COM | Stock | 31813A109 | — | 9 shares | $100 |
| HORMEL FOODS CORP COM | Stock | 440452100 | — | 5 shares | $100 |
| CANOPY GROWTH CORPORATION COM NEW | Stock | 138035704 | — | 110 shares | $99 |
| FOSSIL GROUP INC COM | Stock | 34988V106 | — | 15 shares | $99 |
| ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | ETF | 46434V100 | — | 2 shares | $99 |
| RPM INTL INC COM | Stock | 749685103 | — | 1 shares | $99 |
| VENU HLDG CORP COM | Stock | 92333E104 | — | 70 shares | $99 |
| DAUCH CORP COM | Stock | 024061103 | — | 19 shares | $99 |
| ISHARES COMMODITIES SELECT STRATEGY ETF | ETF | 46431W853 | — | 3 shares | $98 |
| LIVEWIRE GROUP INC COM | Stock | 53838J105 | — | 64 shares | $98 |
| VELO3D INC COM NEW | Stock | 92259N302 | — | 9 shares | $98 |
| SCHWAB U.S. SMALL-CAP ETF | ETF | 808524607 | — | 3 shares | $98 |
| LENDINGTREE INC COM | Stock | 52603B107 | — | 4 shares | $98 |
| SKYWEST INC COM | Stock | 830879102 | — | 1 shares | $97 |
| TRAEGER INC COM NEW | Stock | 89269P202 | — | 2 shares | $97 |
| HERBALIFE LTD COM SHS | Stock | G4412G101 | — | 8 shares | $97 |
| NRG ENERGY INC COM NEW | Stock | 629377508 | — | 1 shares | $96 |
| RADIANT LOGISTICS INC COM | Stock | 75025X100 | — | 11 shares | $96 |
| WISDOMTREE QUANTUM COMPUTING FUND | ETF | 97717Y295 | — | 3 shares | $96 |
| STELLANTIS N.V SHS | Stock | N82405106 | — | 22 shares | $96 |
| RIGEL PHARMACEUTICALS INC COM | Stock | 766559702 | — | 2 shares | $96 |
| ORGANON & CO COMMON STOCK | Stock | 68622V106 | — | 7 shares | $96 |
| ARES COML REAL ESTATE CORP COM | REIT | 04013V108 | — | 25 shares | $96 |
| LULULEMON ATHLETICA INC COM | Stock | 550021109 | — | 1 shares | $96 |
| AMERISAFE INC COM | Stock | 03071H100 | — | 4 shares | $95 |
| FREIGHTCAR AMER INC COM | Stock | 357023100 | — | 14 shares | $95 |
| LIBERTY LIVE HOLDINGS INC COM SER A | Stock | 530909100 | — | 1 shares | $95 |
| NUSCALE PWR CORP CL A COM | Stock | 67079K100 | — | 12 shares | $95 |
| WILLIS TOWERS WATSON PLC LTD SHS | Stock | G96629103 | — | 0 shares | $95 |
| ELLINGTON FINANCIAL INC COM | REIT | 28852N109 | — | 8 shares | $95 |
| MONTE ROSA THERAPEUTICS INC COM | Stock | 61225M102 | — | 8 shares | $95 |
| INTEST CORP COM | Stock | 461147100 | — | 8 shares | $95 |
| NAYAX LTD SHS | Stock | M7S750159 | — | 2 shares | $95 |
| TITAN AMER SA COMMON SHARES | Stock | B9151N105 | — | 7 shares | $95 |
| ASSEMBLY BIOSCIENCES INC COM NEW | Stock | 045396207 | — | 4 shares | $94 |
| PROTALIX BIOTHERAPEUTICS INC COM | Stock | 74365A309 | — | 34 shares | $94 |
| RAMACO RES INC COM CL B | Stock | 75134P501 | — | 21 shares | $94 |
| INSPIRED ENTMT INC COM | Stock | 45782N108 | — | 27 shares | $93 |
| WAVE LIFE SCIENCES INC SHS | Stock | 94352A104 | — | 25 shares | $93 |
| YELP INC CL A | Stock | 985817105 | — | 5 shares | $93 |
| CHINA YUCHAI INTL LTD COM | Stock | G21082105 | — | 3 shares | $93 |
| QUANTERIX CORP COM | Stock | 74766Q101 | — | 25 shares | $93 |
| CCC INTELLIGENT SOLUTIONS HLD COM | Stock | 12510Q100 | — | 14 shares | $93 |
| LIBERTY MEDIA CORP DEL COM SER C | Stock | 531229755 | — | 1 shares | $92 |
| VALHI INC NEW COM | Stock | 918905209 | — | 6 shares | $92 |
| SOTERA HEALTH CO COM | Stock | 83601L102 | — | 5 shares | $92 |
| CHAIN BRIDGE BANCORP INC CL A | Stock | 15746L100 | — | 2 shares | $92 |
| AVALO THERAPEUTICS INC COM NEW | Stock | 05338F306 | — | 6 shares | $92 |
| ROOT INC CL A NEW | Stock | 77664L207 | — | 2 shares | $92 |
| CULLINAN THERAPEUTICS INC COM | Stock | 230031106 | — | 6 shares | $92 |
| FOX FACTORY HLDG CORP COM | Stock | 35138V102 | — | 5 shares | $92 |
| ENDAVA PLC ADS | ADR | 29260V105 | — | 51 shares | $91 |
| SAREPTA THERAPEUTICS INC COM | Stock | 803607100 | — | 5 shares | $91 |
| ZOOM COMMUNICATIONS INC CL A | Stock | 98980L101 | — | 1 shares | $91 |
| SOUNDTHINKING INC COM | Stock | 82536T107 | — | 11 shares | $91 |
| GALAXY DIGITAL INC. CL A | Stock | 36317J209 | — | 4 shares | $91 |
| GEO GROUP INC COM | Stock | 36162J106 | — | 3 shares | $91 |
| KOPPERS HOLDINGS INC COM | Stock | 50060P106 | — | 2 shares | $91 |
| GBANK FINL HLDGS INC COM | Stock | 36166F100 | — | 5 shares | $91 |
| FISERV INC COM | Stock | 337738108 | — | 2 shares | $90 |
| ISHARES FALLEN ANGELS USD BOND ETF | ETF | 46435G474 | — | 3 shares | $90 |
| STRAWBERRY FIELDS REIT INC COM | REIT | 863182101 | — | 7 shares | $90 |
| INVENTRUST PPTYS CORP COM NEW | REIT | 46124J201 | — | 3 shares | $90 |
| STAAR SURGICAL CO COM PAR $0.01 | Stock | 852312305 | — | 4 shares | $90 |
| VALVOLINE INC COM | Stock | 92047W101 | — | 3 shares | $90 |
| NATURES SUNSHINE PRODS INC COM | Stock | 639027101 | — | 7 shares | $89 |
| STANLEY BLACK & DECKER INC COM | Stock | 854502101 | — | 1 shares | $89 |
| TORTOISE ENERGY INFRSTRCTR CP COM | CEF | 89147L886 | — | 2 shares | $89 |
| TRANSCONTINENTAL RLTY INVS COM NEW | REIT | 893617209 | — | 2 shares | $89 |
| SPYRE THERAPEUTICS INC COM NEW | Stock | 00773J202 | — | 1 shares | $89 |