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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
WTMWhite Mountains Insurance Group LtdCOM11$24.2K<0.1%+1+10.0%AddedHistory
CPERUnited States Commodity Index Funds TrustCM REP COPP FD702$24.2K<0.1%+702NewHistory
YORWYork Water CoCOM794$24.2K<0.1%+209+35.7%AddedHistory
BYDBoyd Gaming CorpCOM295$24.2K<0.1%+57+23.9%AddedHistory
AUPHAurinia Pharmaceuticals Inc.COM1,636$24.2K<0.1%+608+59.1%AddedHistory
ATATAtour Lifestyle Holdings LtdSPONSORED ADS659$24.3K<0.1%−159−19.4%ReducedHistory
LABStandard Biotools Inc.COM26,466$24.3K<0.1%+1,388+5.5%AddedHistory
BUSEFirst Busey CorpCOM NEW965$24.4K<0.1%+117+13.8%AddedHistory
NNNextnav Inc.COMMON STOCK1,525$24.4K<0.1%+1,514+13,763.6%AddedHistory
TALTAL Education GroupSPONSORED ADS2,149$24.4K<0.1%+1,189+123.9%AddedHistory
Goldman Sachs ETF Tr381430602ACTIVEBETA US328$24.5K<0.1%+1+0.3%Added–
Innovator ETFs Trust45782C664US EQTY BUF SEP511$24.6K<0.1%00.0%Unchanged–
RSIRush Street Interactive, Inc.COM1,133$24.6K<0.1%−38−3.2%ReducedHistory
PTENPatterson Uti Energy IncCOM2,286$24.8K<0.1%−298−11.5%ReducedHistory
First Tr Exch Traded FD III33739E108PFD SECS INC ETF1,402$24.9K<0.1%+337+31.6%Added–
HHHHoward Hughes Holdings Inc.COM394$24.9K<0.1%−9−2.2%ReducedHistory
SPDR Series Trust78464A664ST LON TREAS ETF948$24.9K<0.1%−296−23.8%Reduced–
VTOLBristow Group Inc.COM532$24.9K<0.1%−54−9.2%ReducedHistory
DKSDick's Sporting Goods, Inc.Stock126$25.0K<0.1%−51−28.8%ReducedHistory
BATRAAtlanta Braves Holdings, Inc.COM SER A530$25.0K<0.1%+85+19.1%AddedHistory
SHOOSteven Madden, Ltd.COM737$25.0K<0.1%+18+2.5%AddedHistory
ASAmer Sports, Inc.COM SHS761$25.1K<0.1%+348+84.3%AddedHistory
WERNWerner Enterprises IncCOM854$25.1K<0.1%+165+23.9%AddedHistory
MACMacerich CoCOM1,335$25.2K<0.1%+236+21.5%AddedHistory
RAMPLiveRamp Holdings, Inc.COM952$25.2K<0.1%−555−36.8%ReducedHistory
POSTPost Holdings, Inc.COM256$25.3K<0.1%+100+64.1%AddedHistory
TNDMTandem Diabetes Care IncCOM NEW1,322$25.3K<0.1%+271+25.8%AddedHistory
CBLCBL & Associates Properties IncCOMMON STOCK663$25.5K<0.1%+42+6.8%AddedHistory
WHDCactus, Inc.CL A538$25.5K<0.1%+64+13.5%AddedHistory
MOMOHello Group Inc.ADS4,439$25.6K<0.1%+3,170+249.8%AddedHistory
Vanguard Calif Tax Free FDS922021605TAX EXEMPT BD FD259$25.6K<0.1%+2+0.8%Added–
BIOBio-Rad Laboratories, Inc.CL A92$25.6K<0.1%−4−4.2%ReducedHistory
MTRXMatrix Service CoCOM2,235$25.7K<0.1%+158+7.6%AddedHistory
EFSCEnterprise Financial Services CorpCOM475$25.7K<0.1%+5+1.1%AddedHistory
BHVNBiohaven Ltd.COM3,039$25.7K<0.1%−992−24.6%ReducedHistory
Dimensional ETF Trust25434V633CALIF MUN BD ETF516$25.7K<0.1%+3+0.6%Added–
SLGNSilgan Holdings IncCOM663$25.7K<0.1%+178+36.7%AddedHistory
WDWalker & Dunlop, Inc.COM580$25.7K<0.1%+301+107.9%AddedHistory
NVRIEnviri CorpCOM1,315$25.8K<0.1%+16+1.2%AddedHistory
QCRHQCR Holdings IncCOM302$25.8K<0.1%+14+4.9%AddedHistory
BSTBlackRock Science & Technology TrustSHS710$25.8K<0.1%00.0%UnchangedHistory
EICEagle Point Income CoCOM2,735$25.8K<0.1%00.0%UnchangedHistory
Sprott ETF Trust85210B201JR GOLD MINERS E300$25.8K<0.1%00.0%Unchanged–
Invesco Exchange Traded FD T46137V498S&P SMLCP MOMENT340$25.8K<0.1%00.0%Unchanged–
ONONOn Holding AGStock760$25.9K<0.1%+312+69.6%AddedHistory
VanEck ETF Trust92189F486IG FLOA RATE ETF1,015$25.9K<0.1%+516+103.4%Added–
DACDanaos CorpSHS230$25.9K<0.1%+50+27.8%AddedHistory
ETF Ser Solutions26922B410US GLOBAL TECHNO1,084$25.9K<0.1%+1,084New–
RLJRLJ Lodging TrustCOM3,492$25.9K<0.1%+299+9.4%AddedHistory
XRAYDentsply Sirona Inc.Stock2,236$25.9K<0.1%−2,990−57.2%ReducedHistory
CAECae IncCOM996$25.9K<0.1%−215−17.8%ReducedHistory
KFRCKforce IncCOM891$26.1K<0.1%−422−32.1%ReducedHistory
ALABAstera Labs, Inc.Stock238$26.1K<0.1%+3+1.3%AddedHistory
GLBEGlobal-E Online Ltd.SHS846$26.1K<0.1%+82+10.7%AddedHistory
SBHSally Beauty Holdings, Inc.COM1,889$26.2K<0.1%+701+59.0%AddedHistory
MBINMerchants BancorpCOM610$26.2K<0.1%+14+2.3%AddedHistory
UVVUniversal CorpCOM497$26.2K<0.1%+40+8.8%AddedHistory
FIVNFive9, Inc.COM1,728$26.2K<0.1%+1,367+378.7%AddedHistory
KRNYKearny Financial Corp.COM3,473$26.2K<0.1%+25+0.7%AddedHistory
CMPSCOMPASS Pathways plcSPONSORED ADS4,754$26.3K<0.1%+1,920+67.7%AddedHistory
EQBKEquity Bancshares IncCOM CL A592$26.3K<0.1%−28−4.5%ReducedHistory
QNSTQuinstreet, IncCOM2,191$26.3K<0.1%+805+58.1%AddedHistory
SFLSFL Corp Ltd.SHS2,444$26.4K<0.1%+367+17.7%AddedHistory
BLBDBlue Bird CorpCOM465$26.4K<0.1%−15−3.1%ReducedHistory
GLOOGloo Holdings, Inc.CL A5,513$26.5K<0.1%+3,996+263.4%AddedHistory
ANGXAngel Studios, Inc.Stock8,718$26.6K<0.1%+3,793+77.0%AddedHistory
PEBOPeoples Bancorp IncCOM813$26.7K<0.1%−4−0.5%ReducedHistory
CCChemours CoStock1,216$26.8K<0.1%−150−11.0%ReducedHistory
PIPRPiper Sandler CompaniesCOM NEW350$26.8K<0.1%+54+18.2%AddedConverted for a 4-for-1 splitHistory
KOPNKopin CorpCOM11,933$26.9K<0.1%−2,000−14.4%ReducedHistory
PRLBProto Labs IncCOM471$26.9K<0.1%+20+4.4%AddedHistory
GPCRStructure Therapeutics Inc.SPONSORED ADS558$26.9K<0.1%−20−3.5%ReducedHistory
TRNOTerreno Realty CorpCOM438$26.9K<0.1%+159+57.0%AddedHistory
CASHPathward Financial, Inc.COM302$26.9K<0.1%−45−13.0%ReducedHistory
DRVNDriven Brands Holdings Inc.COM2,150$27.1K<0.1%−428−16.6%ReducedHistory
GOFGuggenheim Strategic Opportunities FundCOM SBI2,461$27.1K<0.1%00.0%UnchangedHistory
MXLMaxlinear, IncCOM1,563$27.2K<0.1%+217+16.1%AddedHistory
CWKCushman & Wakefield Ltd.COMMON SHARES2,225$27.3K<0.1%+177+8.6%AddedHistory
AATAmerican Assets Trust, Inc.COM1,482$27.3K<0.1%−94−6.0%ReducedHistory
EPCEdgewell Personal Care CoCOM1,279$27.3K<0.1%+1,115+679.9%AddedHistory
WLKWestlake CorpCOM234$27.3K<0.1%+64+37.6%AddedHistory
DEAEasterly Government Properties, Inc.COM SHS1,276$27.3K<0.1%+96+8.1%AddedHistory
OPCHOption Care Health, Inc.COM NEW1,016$27.4K<0.1%−814−44.5%ReducedHistory
DSXDiana Shipping Inc.COM10,942$27.4K<0.1%+4,550+71.2%AddedHistory
Dimensional ETF Trust25434V823US REAL ESTA ETF1,157$27.4K<0.1%00.0%Unchanged–
PHRPhreesia, Inc.COM3,269$27.4K<0.1%+3,001+1,119.8%AddedHistory
Invesco Exchange Traded FD T46137Y500ZACKS MULT AST1,012$27.4K<0.1%00.0%Unchanged–
SIVRabrdn Silver ETF TrustPHYSCL SILVR SHS383$27.4K<0.1%−267−41.1%ReducedHistory
PFSIPennyMac Financial Services, Inc.COM314$27.4K<0.1%−25−7.4%ReducedHistory
WORWorthington Enterprises, Inc.COM527$27.5K<0.1%−36−6.4%ReducedHistory
BIRKBirkenstock Holding plcCOM SHS768$27.5K<0.1%+428+125.9%AddedHistory
Putnam ETF Trust746729508BDC INCOME ETF1,000$27.6K<0.1%00.0%Unchanged–
WRBYWarby Parker Inc.CL A COM1,310$27.6K<0.1%+673+105.7%AddedHistory
FFICFlushing Financial CorpCOM1,797$27.6K<0.1%+98+5.8%AddedHistory
CODICompass Diversified HoldingsSH BEN INT3,513$27.6K<0.1%+473+15.6%AddedHistory
BIPCBrookfield Infrastructure CorpCOM SUB VTG A699$27.6K<0.1%+127+22.2%AddedHistory
IONQIonQ, Inc.COM959$27.6K<0.1%+656+216.5%AddedHistory
LILAKLiberty Latin America Ltd.COM CL C3,136$27.7K<0.1%+2,479+377.3%AddedHistory
FULTFulton Financial CorpCOM1,360$27.7K<0.1%+163+13.6%AddedHistory
Aim ETF Products Trust00888H794ALLIANZIM US EQT828$27.7K<0.1%−25−2.9%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