EverSource Wealth Advisors, LLC

SEC CIK: 0001710537
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 6, 2026. Long positions only; changes compare share counts with Q3 2025.

Positions: 4,266; −53 vs. Q3 2025
Portfolio value: $2.71B; +$187.0M (+7.4%) vs. Q3 2025
Filed: Feb 6, 2026; SEC

Holdings of EverSource Wealth Advisors, LLC in Q4 2025
Security	Class	Shares	Value	% of portfolio	Share change	Action	History
iShares Core MSCI Eafe ETF46432F842	ETF	55,686	$4.98M	0.2%	+7,952+16.7%	Added	–
HQYHealthequity, Inc.	COM	54,345	$4.98M	0.2%	+5,081+10.3%	Added	History
Dimensional ETF Trust25434V658	GLOBAL REAL EST	186,954	$4.94M	0.2%	−17,692−8.6%	Reduced	–
PANWPalo Alto Networks Inc	Stock	26,357	$4.86M	0.2%	+1,109+4.4%	Added	History
American Centy ETF Tr025072802	INTL SMCP VLU	51,428	$4.83M	0.2%	−40.0%	Reduced	–
Dimensional Emerging Core Equity Market ETF25434V302	ETF	148,091	$4.82M	0.2%	+6,082+4.3%	Added	–
Capital Group Dividend Value14020W106	SHS CREAT UNIT	109,566	$4.78M	0.2%	+8,869+8.8%	Added	–
First Trust Rising Dividend Achievers ETF33738R506	ETF	66,187	$4.60M	0.2%	+54,591+470.8%	Added	–
Vanguard World FD921910816	MEGA GRWTH IND	10,940	$4.52M	0.2%	−1,996−15.4%	Reduced	–
Dimensional World Ex U.S. Core Equity 2 ETF25434V880	ETF	135,538	$4.44M	0.2%	−675−0.5%	Reduced	–
Vanguard World FD921910840	MEGA CAP VAL ETF	31,365	$4.43M	0.2%	−5,299−14.5%	Reduced	–
GSGoldman Sachs Group Inc	Stock	4,936	$4.34M	0.2%	+31+0.6%	Added	History
Vanguard Morningstar Mid-Cap Value ETF922908512	ETF	23,404	$4.15M	0.2%	−1,853−7.3%	Reduced	–
SLViShares Silver Trust	ETF	63,728	$4.11M	0.2%	+29,878+88.3%	Added	History
COSTCostco Wholesale Corp	Stock	4,724	$4.07M	0.2%	−587−11.1%	Reduced	History
GLDSPDR Gold Trust	ETF	10,184	$4.04M	0.1%	+307+3.1%	Added	History
Vanguard Star FDS921909768	VG TL INTL STK F	53,350	$4.02M	0.1%	−2,049−3.7%	Reduced	–
Northern LTS FD Tr IV66538H534	INSPIRE 100 ETF	87,608	$3.95M	0.1%	+881+1.0%	Added	–
iShares Tr464287622	RUS 1000 ETF	10,502	$3.92M	0.1%	−5,646−35.0%	Reduced	–
Victory Portfolios II92647X830	SHS FR CA FL ETF	97,832	$3.85M	0.1%	−600−0.6%	Reduced	–
BRK.ABerkshire Hathaway Inc	CL A	5	$3.77M	0.1%	00.0%	Unchanged	History
DEDeere & Co	Stock	8,098	$3.77M	0.1%	−289−3.4%	Reduced	History
Dimensional U.S. Small Cap ETF25434V500	ETF	53,754	$3.75M	0.1%	−2,312−4.1%	Reduced	–
Pacer US Small Cap Cash Cows ETF69374H857	ETF	82,305	$3.65M	0.1%	−4,844−5.6%	Reduced	–
iShares Tr464288877	EAFE VALUE ETF	50,130	$3.58M	0.1%	−3,649−6.8%	Reduced	–
MAMastercard Inc	Stock	6,264	$3.58M	0.1%	−251−3.9%	Reduced	History
Schwab US Dividend Equity ETF808524797	ETF	129,852	$3.56M	0.1%	−26,815−17.1%	Reduced	–
TSMTaiwan Semiconductor Manufacturing Co Ltd	ADR	11,649	$3.54M	0.1%	+272+2.4%	Added	History
VanEck ETF Trust92189F106	GOLD MINERS ETF	41,150	$3.53M	0.1%	+5,728+16.2%	Added	–
State Street Technology Select Sector SPDR ETF81369Y803	ETF	24,428	$3.52M	0.1%	+1,550+6.8%	AddedConverted for a 2-for-1 split	–
State Street SPDR S&P Biotech ETF78464A870	ETF	28,718	$3.50M	0.1%	+28,712+478,533.3%	Added	–
Timothy Plan887432342	U S SM CP CORE	83,316	$3.45M	0.1%	+5,041+6.4%	Added	–
Vanguard Morningstar Small-Cap Value ETF922908611	ETF	16,254	$3.44M	0.1%	+888+5.8%	Added	–
Dimensional ETF Trust25434V815	US SMALL CAP ETF	104,061	$3.42M	0.1%	+98,318+1,712.0%	Added	–
Dimensional U.S. Targeted Value ETF25434V609	ETF	56,820	$3.38M	0.1%	−11,979−17.4%	Reduced	–
Amplify ETF Tr032108409	CWP ENHANCED DIV	74,764	$3.33M	0.1%	−23,386−23.8%	Reduced	–
DELLDell Technologies Inc.	Stock	26,199	$3.30M	0.1%	+23,031+727.0%	Added	History
iShares Tr46434V803	HDG MSCI EAFE	79,142	$3.27M	0.1%	+59,550+304.0%	Added	–
iShares Core S&P Mid-Cap ETF464287507	ETF	49,528	$3.27M	0.1%	+1,385+2.9%	Added	–
American Centy ETF Tr025072604	AVANTIS EMGMKT	41,929	$3.23M	0.1%	+31,603+306.1%	Added	–
AMHAmerican Homes 4 Rent	CL A	100,475	$3.23M	0.1%	−57,814−36.5%	Reduced	History
iShares S&P 500 Growth ETF464287309	ETF	26,037	$3.21M	0.1%	−2,335−8.2%	Reduced	–
ORCLOracle Corp	Stock	16,459	$3.21M	0.1%	+924+5.9%	Added	History
TPLTexas Pacific Land Corp	Stock	11,159	$3.21M	0.1%	+10,868+3,734.7%	AddedConverted for a 3-for-1 split	History
SNOWSnowflake Inc.	Stock	14,264	$3.13M	0.1%	+3,042+27.1%	Added	History
Dimensional ETF Trust25434V575	INTL COR FIX ETF	59,381	$3.13M	0.1%	+7,299+14.0%	Added	–
JNJJohnson & Johnson	Stock	15,075	$3.12M	0.1%	−23−0.2%	Reduced	History
Pacer US Large Cap Cash Cows Growth Leaders ETF69374H360	ETF	88,260	$3.11M	0.1%	+17,808+25.3%	Added	–
IBITiShares Bitcoin Trust ETF	ETF	62,525	$3.10M	0.1%	+10,091+19.2%	Added	History
iShares Core MSCI Emerging Markets ETF46434G103	ETF	45,727	$3.07M	0.1%	−70.0%	Reduced	–
SGISomnigroup International Inc.	COM	34,342	$3.07M	0.1%	−228−0.7%	Reduced	History
CRSPCRISPR Therapeutics AG	NAMEN AKT	57,465	$3.01M	0.1%	−39,969−41.0%	Reduced	History
Dimensional ETF Trust25434V732	EMERGING MKTS CO	89,550	$2.96M	0.1%	+9,979+12.5%	Added	–
GEGeneral Electric Co	Stock	9,416	$2.90M	0.1%	+553+6.2%	Added	History
PSLVSprott Physical Silver Trust	PHYSICAL SILVER	121,643	$2.88M	0.1%	+45,553+59.9%	Added	History
Ea Series Trust02072L375	TBG DIVID FO ETF	84,844	$2.83M	0.1%	+20,302+31.5%	Added	–
SOSouthern Co	Stock	32,404	$2.83M	0.1%	−2,423−7.0%	Reduced	History
MASMasco Corp	COM	44,169	$2.80M	0.1%	−2,704−5.8%	Reduced	History
MUMicron Technology Inc	Stock	9,627	$2.75M	0.1%	+997+11.6%	Added	History
ABBVAbbVie Inc.	Stock	12,010	$2.74M	0.1%	+1,373+12.9%	Added	History
Timothy Plan887432359	US LRGMD CP CORE	59,969	$2.73M	0.1%	−13,188−18.0%	Reduced	–
MSMorgan Stanley	Stock	14,840	$2.63M	0.1%	−162−1.1%	Reduced	History
CATCaterpillar Inc	Stock	4,507	$2.58M	0.1%	+1,094+32.1%	Added	History
WFCWells Fargo & Company	Stock	26,777	$2.50M	0.1%	+4,199+18.6%	Added	History
MRKMerck & Co., Inc.	Stock	23,202	$2.44M	0.1%	+2,284+10.9%	Added	History
CRMSalesforce, Inc.	Stock	9,193	$2.44M	0.1%	−194−2.1%	Reduced	History
iShares Russell Midcap ETF464287499	ETF	25,259	$2.43M	0.1%	+5,290+26.5%	Added	–
T Rowe Price Exchange-Traded87283Q107	PRICE BLUE CHIP	48,629	$2.42M	0.1%	+48,629	New	–
RTXRTX Corp	Stock	13,117	$2.41M	0.1%	+71+0.5%	Added	History
BACBank of America Corp	Stock	43,512	$2.39M	0.1%	+1,352+3.2%	Added	History
AMDAdvanced Micro Devices Inc	Stock	10,962	$2.35M	0.1%	+1,047+10.6%	Added	History
iShares Broad Usd Investment Grade Corporate Bond ETF464288620	ETF	45,222	$2.34M	0.1%	+1,449+3.3%	Added	–
CLHClean Harbors Inc	COM	9,887	$2.32M	0.1%	−340−3.3%	Reduced	History
CBChubb Ltd	Stock	7,273	$2.27M	0.1%	+1,729+31.2%	Added	History
iShares Russell 1000 Growth ETF464287614	ETF	4,790	$2.27M	0.1%	+1,268+36.0%	Added	–
KNXKnight-Swift Transportation Holdings Inc.	CL A	42,353	$2.21M	0.1%	−1,294−3.0%	Reduced	History
AXPAmerican Express Co	Stock	5,924	$2.19M	0.1%	+1,218+25.9%	Added	History
ARKBArk 21Shares Bitcoin ETF	SHS BEN INT	75,227	$2.18M	0.1%	+33,968+82.3%	Added	History
CSCOCisco Systems, Inc.	Stock	28,323	$2.18M	0.1%	+269+1.0%	Added	History
Vanguard S&P 500 Growth ETF921932505	ETF	4,881	$2.17M	0.1%	+1,043+27.2%	Added	–
iShares MSCI USA Quality Factor ETF46432F339	ETF	10,924	$2.17M	0.1%	−2,219−16.9%	Reduced	–
Schwab U.S. Large-Cap Value ETF808524409	ETF	73,252	$2.17M	0.1%	−7,037−8.8%	Reduced	–
CEGConstellation Energy Corp	Stock	6,090	$2.15M	0.1%	+417+7.4%	Added	History
Timothy Plan887432334	INTL ETF	61,516	$2.13M	0.1%	+12,343+25.1%	Added	–
iShares Russell 1000 Value ETF464287598	ETF	10,097	$2.12M	0.1%	+3,513+53.4%	Added	–
Dimensional ETF Trust25434V567	GLOBAL CR ETF	38,931	$2.11M	0.1%	−180−0.5%	Reduced	–
TJXTJX Companies Inc	Stock	13,686	$2.10M	0.1%	+3,362+32.6%	Added	History
iShares Inc46434G764	MSCI EMRG CHN	28,546	$2.07M	0.1%	+611+2.2%	Added	–
Invesco Exchange Traded FD T46137V357	S&P500 EQL WGT	10,817	$2.07M	0.1%	+2,416+28.8%	Added	–
GEVGE Vernova Inc.	Stock	3,148	$2.06M	0.1%	+126+4.2%	Added	History
Dimensional ETF Trust25434V765	INTL HIGH PROFIT	63,897	$2.02M	0.1%	−114,465−64.2%	Reduced	–
PNFPPinnacle Financial Partners, Inc.	COM	21,060	$2.01M	0.1%	+21,060	New	History
iShares U S ETF Tr46431W507	SHOR DURA BD ETF	37,999	$1.94M	0.1%	+1,244+3.4%	Added	–
First Tr Exchng Traded FD VI33740F755	FT LADD BUFF ETF	56,435	$1.93M	0.1%	+19,260+51.8%	Added	–
COPConocoPhillips	Stock	20,590	$1.93M	0.1%	−990−4.6%	Reduced	History
KLACKLA Corp	COM NEW	1,586	$1.93M	0.1%	+196+14.1%	Added	History
Capital Grp Fixed Incm ETF T14020Y607	SHOR DUR MUN ETF	72,098	$1.90M	0.1%	+13,437+22.9%	Added	–
MCKMcKesson Corp	Stock	2,281	$1.87M	0.1%	+34+1.5%	Added	History
PHYSSprott Physical Gold Trust	PHYSICAL GOLD TR	56,518	$1.87M	0.1%	+16,909+42.7%	Added	History
State Street SPDR Portfolio S&P 500 ETF78464A854	ETF	23,156	$1.86M	0.1%	+4,554+24.5%	Added	–

Options (6)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of EverSource Wealth Advisors, LLC in Q4 2025
Security	Class	Puts	Calls
SPYSPDR S&P 500 ETF Trust	ETF	$2.05M	–
Spy 271217C00815000 SPDR S&P 500 ETF Tr CLL Opt 12/27 815.0 Cal7642909UQ	Stock	–	$1.84M
Aapl 271217P00210000 Apple Inc Put Opt 12/27 210.0 Put7769499XX	Stock	$1.28M	–
Amzn 271217C00230000 Amazon Com Inc CLL Opt 12/27 230.0 Cal7746619SS	Stock	–	$34.0K
PDD 270617C00120000 PDD Holdings Inc CLL Opt 06/27 105.0 Cal7863999WU	Stock	–	$31.9K
Dis 260220C00120000 Disney Walt Co CLL Opt 02/26 120.0 Cal8123579LH	Stock	–	$23.1K

Sold out since Q3 2025 (243)

Positions held at the end of Q3 2025 that are gone from this filing.

The largest 100 of 243 by value last quarter.

Positions of EverSource Wealth Advisors, LLC sold out since Q3 2025
Security	Class	Shares in Q3 2025	Value in Q3 2025	% of portfolio in Q3 2025	History
PNFPPinnacle Financial Partners, Inc.	COM	20,320	$1.91M	0.1%	History
AMCRAmcor plc	ORD	201,053	$1.64M	0.1%	History
Direxion Shs ETF Tr25461A494	DAILY TECHNOLOGY	45,596	$881.8K	<0.1%	–
Direxion Daily Semiconductor Bear 3X Shares25460G112	ETF	140,023	$723.9K	<0.1%	–
ProShares Tr74347G192	ULTRAPRO SHT QQQ	39,558	$602.5K	<0.1%	–
iShares Inc46434G780	MSCI SINGPOR ETF	19,966	$565.8K	<0.1%	–
AZNAstraZeneca PLC	SPONSORED ADR	7,232	$554.8K	<0.1%	History
Emx Rty Corp26873J107	COM	97,900	$504.2K	<0.1%	–
COOPMaverick Merger Sub 2, LLC	COM	1,694	$357.1K	<0.1%	History
Schwab Fundamental U.S. Small Company ETF808524763	ETF	11,058	$344.6K	<0.1%	–
ULUnilever PLC	SPON ADR NEW	4,531	$268.6K	<0.1%	History
ETGEaton Vance Tax-Advantaged Global Dividend Income Fund	COM	10,893	$230.2K	<0.1%	History
SORSource Capital	CEF	4,916	$221.3K	<0.1%	History
VRNAVerona Pharma plc	SPONSORED ADS	1,974	$210.6K	<0.1%	History
TYTRI-CONTINENTAL Corp	COM	6,137	$208.7K	<0.1%	History
ETOEaton Vance Tax-Advantaged Global Dividend Opportunities Fund	COM	7,342	$202.3K	<0.1%	History
Direxion Shs ETF Tr25460E232	DAILY SM CP BEAR	21,009	$172.5K	<0.1%	–
FFAFirst Trust Enhanced Equity Income Fund	COM	7,993	$172.0K	<0.1%	History
Timothy Plan887432284	US LARGE MID CP	6,225	$171.5K	<0.1%	–
KKellanova	Stock	1,438	$118.0K	<0.1%	History
ETYEaton Vance Tax-Managed Diversified Equity Income Fund	COM	7,392	$117.5K	<0.1%	History
ALEAllete Inc	COM NEW	1,725	$114.5K	<0.1%	History
QQQXNuveen NASDAQ 100 Dynamic Overwrite Fund	COM SHS	3,900	$107.1K	<0.1%	History
iShares Tr464287515	EXPANDED TECH	920	$105.8K	<0.1%	–
Kraneshares Trust500767652	MOUNT LUCAS ETF	3,898	$105.0K	<0.1%	–
LNWOLight & Wonder, Inc.	COM	1,170	$98.2K	<0.1%	History
QGENQiagen N.V.	COMMON STOCK	2,184	$97.6K	<0.1%	History
ETF Ser Solutions26922A321	DISTILLATE US	1,643	$95.2K	<0.1%	–
Timothy Plan887432276	HIGH DIVIDEND	3,465	$90.5K	<0.1%	–
WNSWNS (Holdings) Ltd	COM SHS	1,164	$88.8K	<0.1%	History
ProShares Ultrapro Short S&P50074349Y845	ETF	6,354	$85.8K	<0.1%	–
PINCPremier, Inc.	CL A	2,798	$77.8K	<0.1%	History
Direxion Shares ETF Trust25460E190	DA 500 BE 3X ETF	2,006	$76.2K	<0.1%	–
Dole PLC Ord Shs256603101	Stock	4,338	$58.3K	<0.1%	–
TPVGTriplePoint Venture Growth BDC Corp.	COM	10,000	$57.7K	<0.1%	History
Invesco Exch Traded FD Tr II46138E198	S&P MIDCP LOW	860	$54.7K	<0.1%	–
VBTXVeritex Holdings, Inc.	COM	1,510	$50.6K	<0.1%	History
BRYBerry Corp (bry)	COM	11,844	$44.8K	<0.1%	History
HSIIHeidrick & Struggles International Inc	COM	819	$40.8K	<0.1%	History
Copel-ADR20441B605	ADR	4,095	$40.1K	<0.1%	–
INFAInformatica Inc.	COM CL A	1,574	$39.1K	<0.1%	History
SCSSteelcase Inc	CL A	2,209	$38.0K	<0.1%	History
VRNTVerint Systems Inc	COM	1,855	$37.6K	<0.1%	History
IPGInterpublic Group of Companies, Inc.	COM	1,283	$35.8K	<0.1%	History
Capital Grp Fixed Incm ETF T14020Y888	ULTRA SHORT ETF	1,184	$29.9K	<0.1%	–
HBIHanesbrands Inc.	COM	3,651	$24.1K	<0.1%	History
Metals Acquisition CorpG60409110	ORD SHS	1,701	$20.8K	<0.1%	–
MRCMRC Global Inc.	COM	1,301	$18.8K	<0.1%	History
SRDXSurmodics Inc	COM	562	$16.8K	<0.1%	History
GNTYGuaranty Bancshares Inc	COM	284	$13.8K	<0.1%	History
SEI Exchange Traded Funds81589A304	QIM US LARGE VAL	350	$13.6K	<0.1%	–
HONEHarborOne Bancorp, Inc.	COM NEW	954	$13.0K	<0.1%	History
iShares Tr464288117	INTL TREA BD ETF	267	$11.4K	<0.1%	–
PROPROS Holdings, Inc.	COM	470	$10.8K	<0.1%	History
PKEPark Aerospace Corp	COM	504	$10.3K	<0.1%	History
MSBMesabi Trust	CTF BEN INT	345	$9.96K	<0.1%	History
SPRSpirit AeroSystems Holdings, Inc.	COM CL A	257	$9.92K	<0.1%	History
SPDR Series Trust78464A292	ST STR PFD ETF	280	$9.26K	<0.1%	–
TRMLTourmaline Bio, Inc.	COM	183	$8.75K	<0.1%	History
Innovator ETFs Trust45782C722	INTRNL DEV JULY	250	$8.17K	<0.1%	–
FOXFFox Factory Holding Corp	COM	320	$7.77K	<0.1%	History
FCFranklin Covey Co	COM	395	$7.67K	<0.1%	History
ODPODP Corp	COM	269	$7.49K	<0.1%	History
Direxion Shs ETF Tr25461A858	DAILY AMZN BL1.5	200	$6.96K	<0.1%	–
WYHGWing Yip Food Holdings Group Ltd	ADS	4,723	$6.09K	<0.1%	History
VTLEVital Energy, Inc.	COM	324	$5.47K	<0.1%	History
AVDXAvidXchange Holdings, Inc.	COM	537	$5.34K	<0.1%	History
iShares Tr46434V407	0-5YR HI YL CP	112	$4.85K	<0.1%	–
Sandstorm Gold Ltd Com New80013R206	Stock	372	$4.66K	<0.1%	–
SLMTBrera Holdings PLC	CLASS B ORD	150	$4.50K	<0.1%	History
ASPNAspen Aerogels Inc	COM	641	$4.46K	<0.1%	History
KOSKosmos Energy Ltd.	COM	2,682	$4.45K	<0.1%	History
Aris Water Solutions, Inc.04041L106	CLASS A COM	180	$4.44K	<0.1%	–
ETNB89bio, Inc.	COM	294	$4.32K	<0.1%	History
KRROKorro Bio, Inc.	COM	89	$4.26K	<0.1%	History
IASIntegral Ad Science Holding Corp.	COM	398	$4.05K	<0.1%	History
HNVRHanover Bancorp, Inc.	COM NEW	180	$4.04K	<0.1%	History
Global X FDS37954Y780	INTERNET OF THNG	103	$4.02K	<0.1%	–
PHLTPerformant Healthcare Inc	COM	507	$3.92K	<0.1%	History
HSAIHesai Group	SPONSORED ADS	137	$3.85K	<0.1%	History
MTSRMetsera, Inc.	COM	72	$3.77K	<0.1%	History
PARPar Technology Corp	COM	88	$3.48K	<0.1%	History
TURBTurbo Energy, S.A.	SPON ADS	611	$3.29K	<0.1%	History
AOUTAmerican Outdoor Brands, Inc.	COM	363	$3.15K	<0.1%	History
ZIMVZimVie Inc.	Stock	164	$3.11K	<0.1%	History
iShares Inc464286400	MSCI BRAZIL ETF	100	$3.10K	<0.1%	–
MGRMMonogram Technologies Inc.	COM	511	$3.00K	<0.1%	History
AKROAkero Therapeutics, Inc.	COM	60	$2.85K	<0.1%	History
CCMConcord Medical Services Holdings Ltd	SPON ADR CL A	440	$2.70K	<0.1%	History
HTTHigh Templar Tech Ltd	SPON ADS	610	$2.60K	<0.1%	History
Alps ETF Tr00162Q478	DISRUPTIVE TECH	50	$2.58K	<0.1%	–
Oneconnect Finl Technology C68248T204	SPONSORED ADS	338	$2.56K	<0.1%	–
PBPBPotbelly Corp	COM	149	$2.54K	<0.1%	History
HEPSD-MARKET Electronic Services & Trading	SPONSORED ADS	912	$2.45K	<0.1%	History
LMBLimbach Holdings, Inc.	COM	23	$2.23K	<0.1%	History
TICTIC Solutions, Inc.	COM	163	$2.17K	<0.1%	History
TOURTuniu Corp	SPONSORED ADS A	2,216	$2.11K	<0.1%	History
SPDR Index Shs FDS78463X871	ST INTL CAP ETF	52	$2.09K	<0.1%	–
Global X FDS37954Y343	GLBL X MLP ETF	41	$1.99K	<0.1%	–
IROQIF Bancorp, Inc.	COM	75	$1.94K	<0.1%	History