Skip to main content

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 18, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
4,380
+114 vs. Q4 2025
Portfolio value
$3.27B
+$559.1M (+20.6%) vs. Q4 2025
Filed
May 18, 2026
AmendedSEC
Holdings of EverSource Wealth Advisors, LLC in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Morningstar Growth ETF922908736ETF365,669$159.7M4.9%+172,873+89.7%Added–
Vanguard Ftse Developed Markets ETF921943858ETF1,960,679$125.6M3.8%+910,882+86.8%Added–
Vanguard Morningstar Value ETF922908744ETF638,267$125.2M3.8%+287,191+81.8%Added–
Praxis FDS74006E736IMPACT LARGE CAP2,399,648$78.9M2.4%+1,052,377+78.1%Added–
Praxis FDS74006E744IMPACT LARGE CAP2,362,628$73.5M2.2%+986,740+71.7%Added–
AAPLApple Inc.Stock254,789$64.7M2.0%+71,745+39.2%AddedHistory
IAUiShares Gold TrustETF666,445$58.8M1.8%−57,542−7.9%ReducedHistory
NVDANVIDIA CorpStock273,540$47.7M1.5%+33,255+13.8%AddedHistory
Vanguard Short-Term Bond ETF921937827ETF564,718$44.3M1.4%+217,378+62.6%Added–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF479,367$43.9M1.3%−78,298−14.0%Reduced–
Vanguard Ftse Emerging Markets ETF922042858ETF780,631$42.2M1.3%+356,089+83.9%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF121,578$39.0M1.2%+25,819+27.0%Added–
Vanguard Total International Bond ETF92203J407ETF760,455$36.5M1.1%+368,036+93.8%Added–
MSFTMicrosoft CorpStock95,488$35.3M1.1%+26,285+38.0%AddedHistory
GOOGLAlphabet Inc.Stock121,438$34.9M1.1%+14,795+13.9%AddedHistory
AMZNAmazon Com IncStock162,143$33.8M1.0%+23,647+17.1%AddedHistory
Pacer US Cash Cows 100 ETF69374H881ETF518,469$32.4M1.0%+21,367+4.3%Added–
TSLATesla, Inc.Stock86,484$32.2M1.0%+5,360+6.6%AddedHistory
AVGOBroadcom Inc.Stock102,979$31.9M1.0%+9,882+10.6%AddedHistory
Vanguard S&P 500 ETF922908363ETF48,650$29.1M0.9%+1,125+2.4%Added–
APOApollo Global Management, Inc.COM260,401$29.0M0.9%−7,627−2.8%ReducedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF110,024$28.8M0.9%+52,410+91.0%Added–
Vanguard Dividend Appreciation ETF921908844ETF126,760$27.3M0.8%+1,415+1.1%Added–
Dimensional U.S. Core Equity 2 ETF25434V708ETF689,740$26.8M0.8%−518−0.1%Reduced–
FBTCFidelity Wise Origin Bitcoin FundSHS452,375$26.7M0.8%+22,872+5.3%AddedHistory
American Centy ETF Tr025072703INTL EQT ETF277,376$23.5M0.7%+91,250+49.0%Added–
GOOGAlphabet Inc.Stock73,566$21.1M0.6%+22,915+45.2%AddedHistory
iShares Core S&P 500 ETF464287200ETF32,099$21.0M0.6%+150+0.5%Added–
ETF Opportunities Trust26923N405APPLIED FINA VAL500,722$20.9M0.6%+184,476+58.3%Added–
ASMLASML Holding NVADR15,058$19.9M0.6%+66+0.4%AddedHistory
iShares Core Dividend Growth ETF46434V621ETF282,858$19.9M0.6%+10,285+3.8%Added–
PLTRPalantir Technologies Inc.Stock135,699$19.9M0.6%+927+0.7%AddedHistory
SPYSPDR S&P 500 ETF TrustETF30,081$19.6M0.6%+2,995+11.1%AddedHistory
Vanguard Instl Index FD9220408450 3 MO TR BI ETF253,575$19.2M0.6%−174,122−40.7%Reduced–
AMATApplied Materials IncStock56,093$19.2M0.6%−1,082−1.9%ReducedHistory
Capital Group Core Equity Et14020V108SHS CREAT UNIT495,894$19.1M0.6%+30,530+6.6%Added–
Dimensional ETF Trust25434V799INTL CORE EQUITY526,521$18.7M0.6%+47,951+10.0%Added–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD235,621$18.7M0.6%−3,214−1.3%Reduced–
Invesco Exch Traded FD Tr II46138G698S&P 500 REVENUE158,033$18.2M0.6%+2,014+1.3%Added–
Vanguard Mortgage-Backed Securities ETF92206C771ETF384,290$18.0M0.6%+184,230+92.1%Added–
Vanguard Intermediate-Term Bond ETF921937819ETF222,339$17.2M0.5%+103,982+87.9%Added–
Ea Series Trust02072L532BRID OMN SMA ETF647,398$16.4M0.5%+24,587+3.9%Added–
Capital Group Intl Focus EQT14019W109SHS CREAT UNIT552,499$16.3M0.5%+10,911+2.0%Added–
Elevation Series Trust210322202SOVE CAP FLOU FD600,714$16.1M0.5%+145,551+32.0%Added–
Vanguard BD Index FDS921937793LONG TERM BOND231,633$15.9M0.5%+113,717+96.4%Added–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS265,925$15.8M0.5%+37,835+16.6%Added–
Invesco QQQ Trust Series I46090E103ETF27,109$15.6M0.5%+234+0.9%Added–
PIMCO ETF Tr72201R585MULTISECTOR BD596,847$15.6M0.5%+253,067+73.6%Added–
Capital Grp Fixed Incm ETF T14020Y102CORE PLUS INCM692,902$15.5M0.5%+71,057+11.4%Added–
METAMeta Platforms, Inc.Stock26,980$15.4M0.5%+3,343+14.1%AddedHistory
JPMJPMorgan Chase & CoStock50,412$14.8M0.5%+14,771+41.4%AddedHistory
CRHCRH Public Ltd CoORD135,164$14.2M0.4%+6,114+4.7%AddedHistory
iShares MSCI Eafe ETF464287465ETF145,421$14.1M0.4%−7,956−5.2%Reduced–
WMTWalmart Inc.Stock113,451$14.1M0.4%+22,568+24.8%AddedHistory
Pgim ETF Tr69344A834AAA CLO ETF274,467$14.0M0.4%−15,350−5.3%Reduced–
FANGDiamondback Energy, Inc.Stock70,254$13.9M0.4%+2,277+3.3%AddedHistory
ETF Opportunities Trust26923N397SMI 3FOURTEEN RE499,446$13.8M0.4%+135,580+37.3%Added–
PGRProgressive CorpStock68,133$13.5M0.4%+316+0.5%AddedHistory
Capital Group Growth ETF14020G101SHS CREAT UNIT321,269$12.9M0.4%+21,492+7.2%Added–
Fidelity Covington Trust31609A404ENHANCED INTL339,918$12.6M0.4%+131,198+62.9%Added–
HDHome Depot, Inc.Stock37,212$12.2M0.4%+8,508+29.6%AddedHistory
Dimensional ETF Trust25434V625US COR EQU 1 ETF169,271$12.2M0.4%+841+0.5%Added–
iShares Tr464288588MBS ETF114,489$10.9M0.3%+1,626+1.4%Added–
KKRKKR & Co. Inc.COM115,809$10.7M0.3%+12,616+12.2%AddedHistory
BRK.BBerkshire Hathaway IncStock22,349$10.7M0.3%−923−4.0%ReducedHistory
XOMExxonMobil Holdings CorpCOM60,927$10.3M0.3%+11,400+23.0%AddedHistory
AZOAutoZone IncCOM3,025$10.2M0.3%+234+8.4%AddedHistory
Goldman Sachs ETF Tr381430107ACTIVEBETA INT228,463$9.85M0.3%+115+0.1%Added–
Vanguard Total Bond Market ETF921937835ETF132,570$9.76M0.3%+15,497+13.2%Added–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS162,479$9.51M0.3%+8,256+5.4%Added–
CVXChevron CorpStock45,548$9.42M0.3%+6,009+15.2%AddedHistory
iShares Tr464287630RUS 2000 VAL ETF49,596$9.40M0.3%+48,506+4,450.1%Added–
Dimensional ETF Trust25434V724US MKTWIDE VALUE188,727$9.15M0.3%+8,359+4.6%Added–
LLYEli Lilly & CoStock9,620$8.85M0.3%+2,491+34.9%AddedHistory
CIENCiena CorpCOM NEW20,512$7.96M0.2%−3,601−14.9%ReducedHistory
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM133,423$7.56M0.2%−23,950−15.2%Reduced–
BXBlackstone Inc.COM62,997$7.24M0.2%+6,996+12.5%AddedHistory
Vanguard World FD921910840MEGA CAP VAL ETF49,571$7.19M0.2%+18,206+58.0%Added–
GSGoldman Sachs Group IncStock8,287$7.01M0.2%+3,351+67.9%AddedHistory
MSTRStrategy IncStock55,861$6.97M0.2%+3,255+6.2%AddedHistory
KEXKirby CorpCOM52,150$6.93M0.2%−568−1.1%ReducedHistory
AMGNAmgen IncStock19,686$6.93M0.2%+131+0.7%AddedHistory
Amplify ETF Tr032108409CWP ENHANCED DIV153,620$6.89M0.2%+78,856+105.5%Added–
GLDSPDR Gold TrustETF16,005$6.89M0.2%+5,821+57.2%AddedHistory
NFLXNetflix IncStock69,250$6.66M0.2%+7,214+11.6%AddedHistory
Dimensional ETF Trust25434V401US EQUI MARK ETF93,133$6.60M0.2%+3,730+4.2%Added–
DELLDell Technologies Inc.Stock39,865$6.54M0.2%+13,666+52.2%AddedHistory
RBARB Global Inc.COM68,084$6.53M0.2%+415+0.6%AddedHistory
CRWDCrowdStrike Holdings, Inc.Stock16,472$6.43M0.2%+185+1.1%AddedHistory
Vanguard Morningstar Mid-Cap Value ETF922908512ETF34,881$6.43M0.2%+11,477+49.0%Added–
Vanguard World FD921910816MEGA GRWTH IND17,488$6.43M0.2%+6,548+59.9%Added–
COSTCostco Wholesale CorpStock6,329$6.31M0.2%+1,605+34.0%AddedHistory
Amplify ETF Tr032108722CWP INTL ENHANCE155,789$6.30M0.2%+114,580+278.0%Added–
TPLTexas Pacific Land CorpStock13,243$6.28M0.2%+2,084+18.7%AddedHistory
Vanguard Total World Stock ETF922042742ETF45,023$6.23M0.2%−750−1.6%Reduced–
HOODRobinhood Markets, Inc.Stock89,840$6.23M0.2%+1,526+1.7%AddedHistory
Dimensional ETF Trust25434V807INTERNATNAL VAL117,830$6.22M0.2%−196−0.2%Reduced–
Invesco Exch Traded FD Tr II46138G672S&P MDCP 400 REV47,863$6.14M0.2%+3,440+7.7%Added–
Pgim ETF Tr69344A784SHRT DUR HGH YLD122,883$6.09M0.2%+3,471+2.9%Added–
Northern LTS FD Tr IV66538H419INSPIRE INTL ETF161,514$6.04M0.2%−2,698−1.6%Reduced–

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 Q1 2026
SecurityClassPutsCalls
Spy 271217C00815000 SPDR S&P 500 ETF Tr CLL Opt 12/27 815.0 Cal7642909UQStock–$3.51M
Aapl 271217P00210000 Apple Inc Put Opt 12/27 210.0 Put7769499XXStock$2.39M–
SPYSPDR S&P 500 ETF TrustETF$1.95M–
SPDR S&P 500 ETF Tr Put Opt 03/27 625.0 Put8239199BBStock$1.43M–
Amzn 271217C00230000 Amazon Com Inc CLL Opt 12/27 230.0 Cal7746619SSStock–$172.5K
Alphabet Inc CLL Opt 12/27 300.0 Cal7743339LFStock–$125.0K

Sold out since Q4 2025 (152)

Positions held at the end of Q4 2025 that are gone from this filing.

The largest 100 of 152 by value last quarter.

Positions of EverSource Wealth Advisors, LLC sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
Cyberark Software LtdM2682V108SHS3,292$1.47M0.1%–
FLG.PUFlagstar Bank, National AssociationUNIT 11/01/205126,089$1.04M<0.1%History
CCLCarnival Corp Ltd.UNIT 99/99/999929,347$896.3K<0.1%History
EXASExact Sciences CorpCOM5,158$523.8K<0.1%History
CMAComerica IncCOM4,831$420.0K<0.1%History
SNVSynovus Financial CorpCOM NEW7,789$389.8K<0.1%History
CFLTConfluent, Inc.CLASS A COM11,451$346.3K<0.1%History
DAYDayforce, Inc.COM3,266$225.9K<0.1%History
LGOLargo Inc.COMMON STOCK126,561$118.6K<0.1%History
CADECadence BancorporationEQUITY US CM2,505$107.3K<0.1%History
Starboard Invt Tr85521B742ADAPTIVE ALPHA3,176$90.7K<0.1%–
FYBRFrontier Communications Parent, Inc.COM2,359$89.8K<0.1%History
TELFYTelefonica S ASPONSORED ADR19,848$80.4K<0.1%History
HOUSAnywhere Real Estate Inc.COM5,210$73.8K<0.1%History
REVGREV Group, Inc.COM1,152$70.1K<0.1%History
CDTXCidara Therapeutics, Inc.COM314$69.4K<0.1%History
SGNSigning Day Sports, Inc.COM67,300$63.6K<0.1%History
CIVICivitas Resources, Inc.EQUITY US CM2,203$59.7K<0.1%History
MVTBlackRock Munivest Fund II, Inc.COM4,250$45.9K<0.1%History
TGNATegna IncCOM2,293$44.5K<0.1%History
THSTreeHouse Foods, Inc.COM1,831$43.2K<0.1%History
New Gold Inc Cda644535106COM4,666$40.6K<0.1%–
BLEBlackRock Municipal Income Trust IICOM3,354$35.0K<0.1%History
Invesco Exchange Traded FD T46137V258S&P500 PUR VAL300$31.0K<0.1%–
HIHillenbrand, Inc.COM916$29.1K<0.1%History
PCHPotlatchdeltic CorpCOM708$28.2K<0.1%History
NUVNuveen Municipal Value Fund IncCOM3,100$28.1K<0.1%History
ALEXAlexander & Baldwin, Inc.COM1,337$27.6K<0.1%History
ZEUSOlympic Steel IncCOM641$27.4K<0.1%History
Sapiens Intl Corp N VG7T16G103SHS623$27.1K<0.1%–
MOFGMidWestOne Financial Group, Inc.COM645$24.8K<0.1%History
PIMCO ETF Tr72201R88225YR+ ZERO U S350$22.5K<0.1%–
NUWNuveen AMT-Free Municipal Value FundCOM1,500$21.5K<0.1%History
JAMFJamf Holding Corp.COM1,301$16.9K<0.1%History
Advisor Managed Portfolios00777X496RECKONER LEVERAE637$15.9K<0.1%–
GESGuess IncCOM874$14.6K<0.1%History
Graniteshares ETF Tr38747R6292X SHORT NVDA DA2,025$14.5K<0.1%–
FRGEForge Global Holdings, Inc.Stock320$14.3K<0.1%History
ProShares Tr74350P675ULTRAPRO SHORT200$13.7K<0.1%–
Zeekr Intelligent Technology98923K103SPON ADS522$13.6K<0.1%–
EBEventbrite, Inc.COM CL A2,709$12.1K<0.1%History
Direxion Shares ETF Trust25460G609DAI ENE BUL ETF200$11.2K<0.1%–
Putnam ETF Trust746729300FOCUSED LAR CAP228$10.4K<0.1%–
Innovator ETFs Trust45784N452EQUITY DUAL NOV500$9.59K<0.1%–
Avidity Biosciences, Inc.05370A108COM121$8.73K<0.1%–
CIOCity Office REIT, Inc.COM1,248$8.72K<0.1%History
MKZRMacKenzie Realty Capital, Inc.Stock2,144$8.72K<0.1%History
BlackRock ETF Trust II092528843ISH HIG MUN ETF169$8.23K<0.1%–
Schwab Fundamental U.S. Large Company ETF808524771ETF300$8.16K<0.1%–
iShares Tr46436E858IBONDS 26 TRM TS341$7.80K<0.1%–
MBCNMiddlefield Banc CorpCOM NEW194$6.70K<0.1%History
Investment Managers Ser Tr I46144X131TRADR 2X SHORT209$6.32K<0.1%–
ProShares Tr74350P667ULTRASHRT S&P50092$6.30K<0.1%–
AVDLAvadel Pharmaceuticals PLCStock259$5.58K<0.1%History
Curevac N VN2451R105COM1,095$4.95K<0.1%–
CLBTCellebrite DI Ltd.ORDINARY SHARES267$4.81K<0.1%History
MRUSMerus N.V.COM53$4.77K<0.1%History
RNWReNew Energy Global plcCL A SHS758$4.28K<0.1%History
ETF Opportunities Trust26923Q697OPPORTUNISTIC TR190$4.19K<0.1%–
First Tr Exch TRD Alphdx FD33737J174DEV MRK EX US49$3.89K<0.1%–
DENNDENNY'S CorpCOM558$3.47K<0.1%History
YSGYatsen Holding LtdADS850$3.31K<0.1%History
AFYAAfya LtdCL A COM190$2.93K<0.1%History
HKDAMTD Digital Inc.SPONSORED ADS2,249$2.86K<0.1%History
iShares Tr46438G505IBONDS OCT 2026109$2.79K<0.1%–
VIOTViomi Technology Co., LtdSPONSORED ADS1,430$2.63K<0.1%History
PTRNPattern Group Inc.COM SER A214$2.47K<0.1%History
AFCGAdvanced Flower Capital Inc.COM840$2.39K<0.1%History
PLYMPlymouth Industrial REIT, Inc.COM88$1.93K<0.1%History
SHCOSoho House & Co Inc.COM CL A182$1.63K<0.1%History
iShares Tr464288752US HOME CONS ETF14$1.35K<0.1%–
FUBOFuboTV Inc.COM525$1.32K<0.1%History
FSFGFirst Savings Financial Group, Inc.COM40$1.27K<0.1%History
Tidal ETF Tr886364306SOFI NEXT 50076$1.24K<0.1%–
TRUETrueCar, Inc.COM538$1.22K<0.1%History
CANGCango Inc.ORD CL A765$1.15K<0.1%History
LYRALyra Therapeutics, Inc.COM NEW338$1.04K<0.1%History
Invesco Exch Traded FD Tr II46138E669GLOBAL EX US HGH50$995<0.1%–
ACRVAcrivon Therapeutics, Inc.COMMON STOCK373$899<0.1%History
BFINBankFinancial CORPCOM71$852<0.1%History
DVAXDynavax Technologies CorpCOM NEW55$846<0.1%History
FETHFidelity Ethereum FundSHS28$835<0.1%History
GLLProShares Trust IIULTRASHORT GOLD27$706<0.1%History
RAPTRAPT Therapeutics, Inc.COM NEW20$678<0.1%History
GNLXGENELUX CorpCOM150$654<0.1%History
iShares Inc46434G822MSCI JAPAN ETF8$646<0.1%–
SRADSportradar Group AGCLASS A ORD SHS26$618<0.1%History
SSTKShutterstock, Inc.COM27$516<0.1%History
TELOTelomir Pharmaceuticals, Inc.COM379$504<0.1%History
NVXNOVONIX LtdSPONSORED ADS469$474<0.1%History
SNCRSynchronoss Technologies IncCOM NEW51$437<0.1%History
ALARAlarum Technologies Ltd.ADR50$429<0.1%History
TUYATuya Inc.SPONSERED ADS202$426<0.1%History
ICGIntchains Group LtdADS REPSTG CL A226$405<0.1%History
IHiHuman Inc.ADS COMMON191$401<0.1%History
REIRing Energy, Inc.COM444$386<0.1%History
VTYXVentyx Biosciences, Inc.COM40$361<0.1%History
VanEck Vectors ETF Tr92189F767INDIA GRWTH LDR7$338<0.1%–
FORTYFormula Systems (1985) LtdSPONSORED ADS2$335<0.1%History
GOTUGaotu Techedu Inc.SPONSORED ADS140$325<0.1%History