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Livermore
Livermore
ZHEN

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
EVCEntravision Communications CorpCL A800$2.38K<0.1%+14+1.8%AddedHistory
FSBCFive Star BancorpCOM63$2.38K<0.1%+12+23.5%AddedHistory
iShares Tr46434V860TRS FLT RT BD47$2.38K<0.1%00.0%Unchanged–
NMFCNew Mountain Finance CorpCOM308$2.39K<0.1%00.0%UnchangedHistory
CNXNPC Connection IncCOM41$2.40K<0.1%−52−55.9%ReducedHistory
Unified Ser Tr90470L527ONEASCENT LARGE70$2.40K<0.1%+70New–
Fidelity Covington Trust316092139DISRUPTIVE TECH65$2.40K<0.1%00.0%Unchanged–
MESOMesoblast LtdADR156$2.40K<0.1%+28+21.9%AddedHistory
EMBCEmbecta Corp.Stock272$2.40K<0.1%−287−51.3%ReducedHistory
iShares Tr46435G250HIGH YLD SYSTM B52$2.42K<0.1%00.0%Unchanged–
DNTHDianthus Therapeutics, Inc.COM29$2.43K<0.1%+3+11.5%AddedHistory
ARISAris Mining CorpCOM131$2.43K<0.1%+131NewHistory
HUMAHumacyte, Inc.COM4,033$2.45K<0.1%+4,033NewHistory
VLGEAVillage Super Market IncCL A NEW58$2.45K<0.1%−5−7.9%ReducedHistory
BYRNByrna Technologies Inc.COM NEW267$2.45K<0.1%+267NewHistory
PKBKParke Bancorp, Inc.COM87$2.47K<0.1%+20+29.9%AddedHistory
Earlyworks Co Ltd27030F103SPONSORED ADS500$2.48K<0.1%−771−60.7%Reduced–
FLYFirefly Aerospace Inc.COM87$2.48K<0.1%+87NewHistory
RCKYRocky Brands, Inc.COM64$2.48K<0.1%+17+36.2%AddedHistory
CVRXCVRx, Inc.COM262$2.48K<0.1%+237+948.0%AddedHistory
WGSGeneDx Holdings Corp.COM CL A39$2.50K<0.1%+28+254.5%AddedHistory
OXMOxford Industries IncCOM65$2.50K<0.1%+29+80.6%AddedHistory
ATLOAmes National CorpCOM89$2.51K<0.1%+4+4.7%AddedHistory
RHRHCOM18$2.52K<0.1%+9+100.0%AddedHistory
BTDRBitdeer Technologies GroupCL A ORD SHS291$2.52K<0.1%+287+7,175.0%AddedHistory
PROPPrairie Operating Co.Stock1,243$2.52K<0.1%+1,243NewHistory
FPIFarmland Partners Inc.COM225$2.53K<0.1%+122+118.4%AddedHistory
VSTMVerastem, Inc.COM NEW477$2.53K<0.1%+51+12.0%AddedHistory
OCULOcular Therapeutix, IncCOM299$2.53K<0.1%+221+283.3%AddedHistory
BBAIBigBear.ai Holdings, Inc.COM722$2.54K<0.1%+344+91.0%AddedHistory
Tidal Trust II88636W221DEFIANCE DAILY T130$2.54K<0.1%+130New–
QXOQXO, Inc.COM NEW131$2.54K<0.1%+54+70.1%AddedHistory
EVCMEverCommerce Inc.COM223$2.55K<0.1%−128−36.5%ReducedHistory
FFWMFirst Foundation Inc.COM434$2.56K<0.1%−136−23.9%ReducedHistory
Hingham Instn SVGS Mass433323102COM9$2.57K<0.1%+1+12.5%Added–
XRPNArmada Acquisition Corp. IICOM250$2.58K<0.1%00.0%UnchangedHistory
Innovator ETFs Tr45783Y830US EQTY ACCELRTD80$2.59K<0.1%00.0%Unchanged–
ESPREsperion Therapeutics, Inc.COM947$2.60K<0.1%+33+3.6%AddedHistory
SSTISoundthinking, Inc.COM392$2.60K<0.1%+354+931.6%AddedHistory
KROSKeros Therapeutics, Inc.COM236$2.60K<0.1%+33+16.3%AddedHistory
Fidelity Covington Trust316092303CONSMR STAPLES50$2.62K<0.1%00.0%Unchanged–
Nushares ETF Tr67092P508NUVEEN ESG MIDVL68$2.64K<0.1%00.0%Unchanged–
DXCDXC Technology CoStock210$2.64K<0.1%−502−70.5%ReducedHistory
CENTCentral Garden & Pet CoCOM72$2.65K<0.1%−4−5.3%ReducedHistory
PMLPIMCO Municipal Income Fund IICOM350$2.65K<0.1%00.0%UnchangedHistory
American Centy ETF Tr025072562AVANTIS CORE FI64$2.66K<0.1%+64New–
UPSTUpstart Holdings, Inc.COM104$2.67K<0.1%−57−35.4%ReducedHistory
CRCTCricut, Inc.COM CL A714$2.67K<0.1%−428−37.5%ReducedHistory
HAPNHappen, Inc.COM NEW187$2.68K<0.1%+108+136.7%AddedHistory
DCODucommun IncCOM22$2.68K<0.1%−9−29.0%ReducedHistory
ATOMAtomera IncCOM705$2.69K<0.1%+705NewHistory
INDIindie Semiconductor, Inc.CLASS A COM836$2.69K<0.1%+202+31.9%AddedHistory
OVLYOak Valley BancorpCOM83$2.69K<0.1%+1+1.2%AddedHistory
Principal Exchange Traded FD74255Y607PRIN U S SMALL47$2.69K<0.1%00.0%Unchanged–
TGSGas Transporter of the South IncSPONSORED ADS B78$2.70K<0.1%−8−9.3%ReducedHistory
EVLVEvolv Technologies Holdings, Inc.COM CL A447$2.70K<0.1%+340+317.8%AddedHistory
TCPCBlackRock TCP Capital Corp.COM750$2.71K<0.1%00.0%UnchangedHistory
OPRAOpera LtdSPONSORED ADS190$2.71K<0.1%+187+6,233.3%AddedHistory
STAAStaar Surgical CoCOM PAR $0.01145$2.71K<0.1%+22+17.9%AddedHistory
ETDEthan Allen Interiors IncCOM122$2.71K<0.1%−85−41.1%ReducedHistory
Nushares ETF Tr67092P888NUVEEN ESG EMRGN74$2.72K<0.1%00.0%Unchanged–
DBIDesigner Brands Inc.CL A479$2.73K<0.1%+172+56.0%AddedHistory
FNKOFunko, Inc.COM CL A870$2.74K<0.1%+39+4.7%AddedHistory
AORTArtivion, Inc.COM75$2.75K<0.1%+12+19.0%AddedHistory
RUMRUM Group Inc.Stock541$2.76K<0.1%+130+31.6%AddedHistory
LSPDLightspeed Commerce Inc.SUB VTG SHS310$2.78K<0.1%−102−24.8%ReducedHistory
ONTFON24 Inc.COM343$2.78K<0.1%+126+58.1%AddedHistory
ESTAEstablishment Labs Holdings Inc.COM49$2.78K<0.1%+3+6.5%AddedHistory
First Tr Exchng Traded FD VI33740F730FT VEST US EQT62$2.79K<0.1%+62New–
ELDNEledon Pharmaceuticals, Inc.COM906$2.79K<0.1%+557+159.6%AddedHistory
MNRMach Natural Resources LPCOM UN LT PA IN200$2.80K<0.1%00.0%UnchangedHistory
SBGISinclair, Inc.CL A217$2.81K<0.1%+14+6.9%AddedHistory
IRENIREN LtdORDINARY SHARES82$2.81K<0.1%−1−1.2%ReducedHistory
CBNKCapital Bancorp IncCOM95$2.82K<0.1%−8−7.8%ReducedHistory
Invesco Exchange Traded FD T46137V118GBL LISTED PVT50$2.83K<0.1%+50New–
SHOEShoe Station Group IncCOM182$2.84K<0.1%+128+237.0%AddedHistory
SPDR Index Shs FDS78463X756ST MARKE CAP ETF43$2.84K<0.1%+43New–
RPCRidgepost Capital, Inc.CL A COM392$2.85K<0.1%+349+811.6%AddedHistory
PNNTPennantpark Investment CorpCOM639$2.87K<0.1%00.0%UnchangedHistory
HAINHain Celestial Group IncCOM4,110$2.87K<0.1%+2,186+113.6%AddedHistory
NVAXNovavax IncCOM NEW353$2.87K<0.1%+53+17.7%AddedHistory
SLDPSolid Power, Inc.CLASS A COM966$2.90K<0.1%+34+3.6%AddedHistory
Innovator ETFs Trust45783Y343INNOVATOR INTL D100$2.90K<0.1%00.0%Unchanged–
DNAGinkgo Bioworks Holdings, Inc.CL A NEW474$2.91K<0.1%+144+43.6%AddedHistory
Pgim ETF Tr69344A206ACTV HY BD ETF84$2.91K<0.1%−6−6.7%Reduced–
PALProficient Auto Logistics, IncCOM431$2.92K<0.1%+340+373.6%AddedHistory
SBSafe Bulkers, Inc.COM463$2.93K<0.1%−24−4.9%ReducedHistory
FCBCFirst Community Bankshares IncCOM71$2.95K<0.1%−8−10.1%ReducedHistory
AEBIAebi Schmidt Holding AGCOM304$2.95K<0.1%−5−1.6%ReducedHistory
BIOABioAge Labs, Inc.COM169$2.95K<0.1%+24+16.6%AddedHistory
THRThermon Group Holdings, Inc.COM59$2.97K<0.1%+7+13.5%AddedHistory
GRCGorman Rupp CoCOM48$2.98K<0.1%+13+37.1%AddedHistory
WESTWestrock Coffee CoCOM705$3.00K<0.1%−672−48.8%ReducedHistory
XNCRXencor IncCOM249$3.00K<0.1%+94+60.6%AddedHistory
DOMOHuckleberry.ai, Inc.Stock983$3.01K<0.1%+780+384.2%AddedHistory
DFHDream Finders Homes, Inc.COM CL A216$3.01K<0.1%+200+1,250.0%AddedHistory
Capital Grp Fixed Incm ETF T14020Y409SHORT DURATION117$3.02K<0.1%00.0%Unchanged–
WVEWave Life Sciences, Inc.SHS418$3.03K<0.1%+194+86.6%AddedHistory
ARRYArray Technologies, Inc.COM SHS421$3.04K<0.1%+48+12.9%AddedHistory
MNKDMannkind CorpCOM NEW1,247$3.06K<0.1%+236+23.3%AddedHistory

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