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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
Vanguard High Dividend Yield Index ETF921946406ETF40,662$6.02M0.2%−7,233−15.1%Reduced–
DHIHorton D R IncCOM43,296$5.94M0.2%−971−2.2%ReducedHistory
Northern LTS FD Tr IV66537J796INSPIRE 500 ETF23,454$5.88M0.2%+16,417+233.3%Added–
VVisa Inc.Stock19,388$5.86M0.2%+1,668+9.4%AddedHistory
PANWPalo Alto Networks IncStock36,503$5.85M0.2%+10,146+38.5%AddedHistory
Applied Finance Ivs US Smid ETF26923W108ETF224,789$5.83M0.2%+224,789New–
Dimensional ETF Trust25434V864SHOR DUR FIX ETF121,215$5.80M0.2%−51,742−29.9%Reduced–
Dimensional Emerging Core Equity Market ETF25434V302ETF169,072$5.72M0.2%+20,981+14.2%Added–
iShares Core MSCI Eafe ETF46432F842ETF62,516$5.66M0.2%+6,830+12.3%Added–
SLViShares Silver TrustETF82,503$5.62M0.2%+18,775+29.5%AddedHistory
American Centy ETF Tr025072802INTL SMCP VLU55,388$5.53M0.2%+3,960+7.7%Added–
HQYHealthequity, Inc.COM65,890$5.51M0.2%+11,545+21.2%AddedHistory
JNJJohnson & JohnsonStock22,523$5.51M0.2%+7,448+49.4%AddedHistory
Vanguard Morningstar Small-Cap Value ETF922908611ETF25,228$5.48M0.2%+8,974+55.2%Added–
Vanguard Whitehall FDS921946810INTL DVD ETF61,306$5.42M0.2%+6,814+12.5%Added–
SOSouthern CoStock53,971$5.21M0.2%+21,567+66.6%AddedHistory
Vanguard Star FDS921909768VG TL INTL STK F65,936$5.08M0.2%+12,586+23.6%Added–
MUMicron Technology IncStock14,917$5.04M0.2%+5,290+54.9%AddedHistory
iShares Tr46434V803HDG MSCI EAFE118,144$5.02M0.2%+39,002+49.3%Added–
DEDeere & CoStock8,882$5.00M0.2%+784+9.7%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR14,693$4.97M0.2%+3,044+26.1%AddedHistory
American Centy ETF Tr025072604AVANTIS EMGMKT61,151$4.93M0.2%+19,222+45.8%Added–
Capital Group Dividend Value14020W106SHS CREAT UNIT113,985$4.85M0.1%+4,419+4.0%Added–
Vanguard Mun BD FDS922907746TAX EXEMPT BD97,016$4.84M0.1%−4,672−4.6%Reduced–
First Trust Rising Dividend Achievers ETF33738R506ETF67,970$4.64M0.1%+1,783+2.7%Added–
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF135,302$4.60M0.1%−236−0.2%Reduced–
Schwab US Dividend Equity ETF808524797ETF148,934$4.57M0.1%+19,082+14.7%Added–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT88,281$4.40M0.1%+88,281New–
Dimensional ETF Trust25434V872CORE FIXE IN ETF103,816$4.38M0.1%−23,971−18.8%Reduced–
Dimensional ETF Trust25434V815US SMALL CAP ETF124,378$4.36M0.1%+20,317+19.5%Added–
Dimensional ETF Trust25434V658GLOBAL REAL EST163,087$4.33M0.1%−23,867−12.8%Reduced–
CRSPCRISPR Therapeutics AGNAMEN AKT89,683$4.27M0.1%+32,218+56.1%AddedHistory
JBLJabil IncStock15,114$4.01M0.1%+7,269+92.7%AddedHistory
Timothy Plan887432342U S SM CP CORE93,831$3.98M0.1%+10,515+12.6%Added–
VanEck ETF Trust92189F106GOLD MINERS ETF43,144$3.96M0.1%+1,994+4.8%Added–
Dimensional ETF Trust25434V831US HIGH PROF ETF106,979$3.93M0.1%−162,694−60.3%Reduced–
MSMorgan StanleyStock23,074$3.80M0.1%+8,234+55.5%AddedHistory
iShares Tr464288877EAFE VALUE ETF50,580$3.76M0.1%+450+0.9%Added–
MRKMerck & Co., Inc.Stock31,032$3.73M0.1%+7,830+33.7%AddedHistory
Victory Portfolios II92647X830SHS FR CA FL ETF93,237$3.68M0.1%−4,595−4.7%Reduced–
Ea Series Trust02072L375TBG DIVID FO ETF104,681$3.65M0.1%+19,837+23.4%Added–
iShares S&P 500 Growth ETF464287309ETF32,130$3.63M0.1%+6,093+23.4%Added–
MAMastercard IncStock7,231$3.61M0.1%+967+15.4%AddedHistory
Pacer US Large Cap Cash Cows Growth Leaders ETF69374H360ETF106,583$3.60M0.1%+18,323+20.8%Added–
iShares Core MSCI Emerging Markets ETF46434G103ETF51,546$3.60M0.1%+5,819+12.7%Added–
BRK.ABerkshire Hathaway IncCL A5$3.59M0.1%00.0%UnchangedHistory
ORCLOracle CorpStock24,375$3.59M0.1%+7,916+48.1%AddedHistory
Dimensional U.S. Targeted Value ETF25434V609ETF57,372$3.58M0.1%+552+1.0%Added–
State Street Technology Select Sector SPDR ETF81369Y803ETF26,935$3.58M0.1%+2,507+10.3%Added–
iShares Tr46429B655FLTG RATE NT ETF69,977$3.57M0.1%−39,738−36.2%Reduced–
Dimensional U.S. Small Cap ETF25434V500ETF49,479$3.52M0.1%−4,275−8.0%Reduced–
MPCMarathon Petroleum CorpStock14,135$3.45M0.1%+5,022+55.1%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF50,786$3.43M0.1%+1,258+2.5%Added–
PSLVSprott Physical Silver TrustPHYSICAL SILVER137,018$3.34M0.1%+15,375+12.6%AddedHistory
MCKMcKesson CorpStock3,796$3.28M0.1%+1,515+66.4%AddedHistory
iShares Tr464287622RUS 1000 ETF9,160$3.27M0.1%−1,342−12.8%Reduced–
CATCaterpillar IncStock4,598$3.26M0.1%+91+2.0%AddedHistory
Dimensional ETF Trust25434V732EMERGING MKTS CO94,264$3.26M0.1%+4,714+5.3%Added–
GEGeneral Electric CoStock11,399$3.23M0.1%+1,983+21.1%AddedHistory
CSCOCisco Systems, Inc.Stock41,023$3.18M0.1%+12,700+44.8%AddedHistory
IBITiShares Bitcoin Trust ETFETF82,732$3.18M0.1%+20,207+32.3%AddedHistory
KOCoca Cola CoStock40,647$3.09M0.1%+14,552+55.8%AddedHistory
Pacer US Small Cap Cash Cows ETF69374H857ETF68,439$3.07M0.1%−13,866−16.8%Reduced–
LMTLockheed Martin CorpStock4,988$3.01M0.1%+1,685+51.0%AddedHistory
ABBVAbbVie Inc.Stock13,827$3.01M0.1%+1,817+15.1%AddedHistory
TJXTJX Companies IncStock18,738$2.99M0.1%+5,052+36.9%AddedHistory
GEVGE Vernova Inc.Stock3,406$2.97M0.1%+258+8.2%AddedHistory
KNXKnight-Swift Transportation Holdings Inc.CL A51,170$2.95M0.1%+8,817+20.8%AddedHistory
iShares Tr46436E7180-3 MTH TREASURY28,706$2.89M0.1%+12,316+75.1%Added–
VLOValero Energy CorpStock11,612$2.87M0.1%+3,840+49.4%AddedHistory
CLHClean Harbors IncCOM9,948$2.85M0.1%+61+0.6%AddedHistory
RTXRTX CorpStock14,546$2.81M0.1%+1,429+10.9%AddedHistory
iShares Russell 1000 Growth ETF464287614ETF6,445$2.75M0.1%+1,655+34.6%Added–
PGProcter & Gamble CoStock18,816$2.72M0.1%+8,386+80.4%AddedHistory
MASMasco CorpCOM44,751$2.70M0.1%+582+1.3%AddedHistory
Fidelity Covington Tr31609A800ENHANCED EMRNGS78,884$2.69M0.1%+27,230+52.7%Added–
COPConocoPhillipsStock20,267$2.68M0.1%−323−1.6%ReducedHistory
LINLinde PLCStock5,372$2.66M0.1%+1,107+26.0%AddedHistory
AMHAmerican Homes 4 RentCL A95,057$2.65M0.1%−5,418−5.4%ReducedHistory
KLACKLA CorpCOM NEW1,793$2.64M0.1%+207+13.1%AddedHistory
SGISomnigroup International Inc.COM34,911$2.58M0.1%+569+1.7%AddedHistory
Pacer FDS Tr69374H709GLOBL CASH ETF55,517$2.57M0.1%+17,044+44.3%Added–
iShares Inc46434G764MSCI EMRG CHN31,936$2.51M0.1%+3,390+11.9%Added–
WFCWells Fargo & CompanyStock31,451$2.50M0.1%+4,674+17.5%AddedHistory
AMDAdvanced Micro Devices IncStock12,252$2.49M0.1%+1,290+11.8%AddedHistory
iShares Tr464288158SHRT NAT MUN ETF23,364$2.49M0.1%+6,232+36.4%Added–
OXYOccidental Petroleum CorpStock37,935$2.47M0.1%+9,925+35.4%AddedHistory
iShares MSCI USA Quality Factor ETF46432F339ETF12,828$2.46M0.1%+1,904+17.4%Added–
iShares Russell Midcap ETF464287499ETF25,141$2.44M0.1%−118−0.5%Reduced–
FIXComfort Systems USA IncCOM1,731$2.39M0.1%+187+12.1%AddedHistory
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF46,046$2.36M0.1%+824+1.8%Added–
Timothy Plan887432359US LRGMD CP CORE50,510$2.35M0.1%−9,459−15.8%Reduced–
Dimensional ETF Trust25434V575INTL COR FIX ETF44,461$2.33M0.1%−14,920−25.1%Reduced–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT12,116$2.33M0.1%+1,299+12.0%Added–
CEGConstellation Energy CorpStock8,309$2.32M0.1%+2,219+36.4%AddedHistory
CBChubb LtdStock7,116$2.32M0.1%−157−2.2%ReducedHistory
WDCWestern Digital CorpCOM8,548$2.31M0.1%+1,443+20.3%AddedHistory
State Street SPDR S&P Biotech ETF78464A870ETF18,092$2.31M0.1%−10,626−37.0%Reduced–
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR65,201$2.31M0.1%+8,683+15.4%AddedHistory
Northern LTS FD Tr IV66538H534INSPIRE 100 ETF48,576$2.29M0.1%−39,032−44.6%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