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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Jul 24, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
4,385
+5 vs. Q1 2026
Portfolio value
$2.96B
−$307.8M (−9.4%) vs. Q1 2026
Filed
Jul 24, 2026
SEC
Holdings of EverSource Wealth Advisors, LLC in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Morningstar Growth ETF922908736ETF1,282,340$110.5M3.7%−911,674−41.6%ReducedConverted for a 6-for-1 split–
Vanguard Morningstar Value ETF922908744ETF376,246$82.0M2.8%−262,021−41.1%Reduced–
Vanguard Ftse Developed Markets ETF921943858ETF1,010,101$72.0M2.4%−950,578−48.5%Reduced–
Praxis FDS74006E736IMPACT LARGE CAP1,509,765$58.9M2.0%−889,883−37.1%Reduced–
AAPLApple Inc.Stock191,650$55.5M1.9%−63,139−24.8%ReducedHistory
Praxis FDS74006E744IMPACT LARGE CAP1,440,018$50.2M1.7%−922,610−39.1%Reduced–
IAUiShares Gold TrustETF655,374$49.5M1.7%−11,071−1.7%ReducedHistory
NVDANVIDIA CorpStock242,540$48.5M1.6%−31,000−11.3%ReducedHistory
AMATApplied Materials IncStock51,878$37.5M1.3%−4,215−7.5%ReducedHistory
GOOGLAlphabet Inc.Stock103,812$37.1M1.3%−17,626−14.5%ReducedHistory
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF382,859$35.1M1.2%−96,508−20.1%Reduced–
TSLATesla, Inc.Stock81,299$34.2M1.2%−5,185−6.0%ReducedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF90,866$33.6M1.1%−30,712−25.3%Reduced–
AMZNAmazon Com IncStock140,524$33.5M1.1%−21,619−13.3%ReducedHistory
AVGOBroadcom Inc.Stock87,009$32.9M1.1%−15,970−15.5%ReducedHistory
Pacer US Cash Cows 100 ETF69374H881ETF510,235$31.7M1.1%−8,234−1.6%Reduced–
Vanguard S&P 500 ETF922908363ETF45,760$31.4M1.1%−2,890−5.9%Reduced–
APOApollo Global Management, Inc.COM254,392$30.1M1.0%−6,009−2.3%ReducedHistory
MSFTMicrosoft CorpStock80,326$30.0M1.0%−15,162−15.9%ReducedHistory
Vanguard Dividend Appreciation ETF921908844ETF123,689$29.3M1.0%−3,071−2.4%Reduced–
Vanguard Short-Term Bond ETF921937827ETF369,592$28.8M1.0%−195,126−34.6%Reduced–
ASMLASML Holding NVADR14,139$28.1M0.9%−919−6.1%ReducedHistory
Dimensional U.S. Core Equity 2 ETF25434V708ETF580,195$25.7M0.9%−109,545−15.9%Reduced–
Vanguard Ftse Emerging Markets ETF922042858ETF414,758$24.8M0.8%−365,873−46.9%Reduced–
FBTCFidelity Wise Origin Bitcoin FundSHS458,888$23.4M0.8%+6,513+1.4%AddedHistory
Capital Group Core Equity Et14020V108SHS CREAT UNIT521,110$23.2M0.8%+25,216+5.1%Added–
SPYSPDR S&P 500 ETF TrustETF30,403$22.7M0.8%+322+1.1%AddedHistory
iShares Core S&P 500 ETF464287200ETF28,276$21.2M0.7%−3,823−11.9%Reduced–
Capital Grp Fixed Incm ETF T14020Y102CORE PLUS INCM949,401$21.2M0.7%+256,499+37.0%Added–
Capital Group Intl Focus EQT14019W109SHS CREAT UNIT611,144$21.2M0.7%+58,645+10.6%Added–
iShares Core Dividend Growth ETF46434V621ETF275,263$20.9M0.7%−7,595−2.7%Reduced–
American Centy ETF Tr025072703INTL EQT ETF231,308$20.6M0.7%−46,068−16.6%Reduced–
Invesco Exch Traded FD Tr II46138G698S&P 500 REVENUE156,391$20.0M0.7%−1,642−1.0%Reduced–
Vanguard Total International Bond ETF92203J407ETF411,825$19.9M0.7%−348,630−45.8%Reduced–
Invesco QQQ Trust Series I46090E103ETF26,836$19.8M0.7%−273−1.0%Reduced–
Ea Series Trust02072L532BRID OMN SMA ETF674,171$19.7M0.7%+26,773+4.1%Added–
ETF Opportunities Trust26923N405APPLIED FINA VAL425,032$19.7M0.7%−75,690−15.1%Reduced–
Dimensional ETF Trust25434V799INTL CORE EQUITY524,928$19.6M0.7%−1,593−0.3%Reduced–
GOOGAlphabet Inc.Stock51,190$18.1M0.6%−22,376−30.4%ReducedHistory
Capital Group Growth ETF14020G101SHS CREAT UNIT381,423$18.0M0.6%+60,154+18.7%Added–
Vanguard Morningstar Small-Cap ETF922908751ETF58,318$17.7M0.6%−51,706−47.0%Reduced–
DELLDell Technologies Inc.Stock38,636$16.7M0.6%−1,229−3.1%ReducedHistory
iShares MSCI Eafe ETF464287465ETF154,929$16.1M0.5%+9,508+6.5%Added–
ETF Opportunities Trust26923N397SMI 3FOURTEEN RE540,869$15.9M0.5%+41,423+8.3%Added–
PLTRPalantir Technologies Inc.Stock127,814$14.9M0.5%−7,885−5.8%ReducedHistory
PIMCO ETF Tr72201R585MULTISECTOR BD556,814$14.8M0.5%−40,033−6.7%Reduced–
Vanguard Instl Index FD9220408450 3 MO TR BI ETF194,532$14.7M0.5%−59,043−23.3%Reduced–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS247,096$14.6M0.5%−18,829−7.1%Reduced–
PGRProgressive CorpStock66,007$14.4M0.5%−2,126−3.1%ReducedHistory
CRHCRH Public Ltd CoORD134,019$14.3M0.5%−1,145−0.8%ReducedHistory
Pgim ETF Tr69344A834AAA CLO ETF271,017$13.9M0.5%−3,450−1.3%Reduced–
METAMeta Platforms, Inc.Stock24,259$13.7M0.5%−2,721−10.1%ReducedHistory
MUMicron Technology IncStock10,987$12.7M0.4%−3,930−26.3%ReducedHistory
Dimensional ETF Trust25434V625US COR EQU 1 ETF153,132$12.6M0.4%−16,139−9.5%Reduced–
Elevation Series Trust210322202SOVE CAP FLOU FD409,027$12.2M0.4%−191,687−31.9%Reduced–
FANGDiamondback Energy, Inc.Stock69,039$12.1M0.4%−1,215−1.7%ReducedHistory
CRWDCrowdStrike Holdings, Inc.Stock15,526$11.8M0.4%−946−5.7%ReducedHistory
JPMJPMorgan Chase & CoStock35,950$11.8M0.4%−14,462−28.7%ReducedHistory
iShares Russell 2000 Growth ETF464287648ETF29,733$11.7M0.4%+29,504+12,883.8%Added–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS198,148$11.5M0.4%+35,669+22.0%Added–
Fidelity Covington Trust31609A404ENHANCED INTL275,674$11.1M0.4%−64,244−18.9%Reduced–
Goldman Sachs ETF Tr381430107ACTIVEBETA INT230,319$10.5M0.4%+1,856+0.8%Added–
iShares Tr464288588MBS ETF111,311$10.5M0.4%−3,178−2.8%Reduced–
KKRKKR & Co. Inc.COM108,313$9.94M0.3%−7,496−6.5%ReducedHistory
Vanguard Mortgage-Backed Securities ETF92206C771ETF212,186$9.93M0.3%−172,104−44.8%Reduced–
Vanguard Total Bond Market ETF921937835ETF131,163$9.63M0.3%−1,407−1.1%Reduced–
BRK.BBerkshire Hathaway IncStock19,227$9.62M0.3%−3,122−14.0%ReducedHistory
PANWPalo Alto Networks IncStock28,178$9.61M0.3%−8,325−22.8%ReducedHistory
Vanguard Intermediate-Term Bond ETF921937819ETF124,258$9.53M0.3%−98,081−44.1%Reduced–
HOODRobinhood Markets, Inc.Stock94,096$9.44M0.3%+4,256+4.7%AddedHistory
WMTWalmart Inc.Stock81,600$9.24M0.3%−31,851−28.1%ReducedHistory
AZOAutoZone IncCOM2,788$8.91M0.3%−237−7.8%ReducedHistory
LLYEli Lilly & CoStock7,378$8.85M0.3%−2,242−23.3%ReducedHistory
Vanguard BD Index FDS921937793LONG TERM BOND123,953$8.54M0.3%−107,680−46.5%Reduced–
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF164,247$8.42M0.3%+118,201+256.7%Added–
POOLPool CorpCOM37,236$8.00M0.3%+36,313+3,934.2%AddedHistory
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM139,974$7.91M0.3%+6,551+4.9%Added–
CIENCiena CorpCOM NEW15,877$7.79M0.3%−4,635−22.6%ReducedHistory
Dimensional ETF Trust25434V401US EQUI MARK ETF93,263$7.64M0.3%+130+0.1%Added–
Northern LTS FD Tr IV66537J796INSPIRE 500 ETF26,542$7.59M0.3%+3,088+13.2%Added–
Capital Group Dividend Value14020W106SHS CREAT UNIT153,273$7.55M0.3%+39,288+34.5%Added–
HQYHealthequity, Inc.COM83,393$7.53M0.3%+17,503+26.6%AddedHistory
HDHome Depot, Inc.Stock21,338$7.53M0.3%−15,874−42.7%ReducedHistory
BXBlackstone Inc.COM63,714$7.50M0.3%+717+1.1%AddedHistory
RBARB Global Inc.COM64,122$7.47M0.3%−3,962−5.8%ReducedHistory
Vanguard Total World Stock ETF922042742ETF45,585$7.15M0.2%+562+1.2%Added–
KEXKirby CorpCOM52,084$7.08M0.2%−66−0.1%ReducedHistory
Invesco Exch Traded FD Tr II46138G672S&P MDCP 400 REV47,603$6.96M0.2%−260−0.5%Reduced–
Amplify ETF Tr032108722CWP INTL ENHANCE165,082$6.93M0.2%+9,293+6.0%Added–
Dimensional Emerging Core Equity Market ETF25434V302ETF171,979$6.92M0.2%+2,907+1.7%Added–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD86,651$6.85M0.2%−148,970−63.2%Reduced–
AMDAdvanced Micro Devices IncStock11,542$6.70M0.2%−710−5.8%ReducedHistory
Amplify ETF Tr032108409CWP ENHANCED DIV144,310$6.59M0.2%−9,310−6.1%Reduced–
Dimensional ETF Trust25434V724US MKTWIDE VALUE119,826$6.59M0.2%−68,901−36.5%Reduced–
GNRCGenerac Holdings Inc.Stock22,479$6.58M0.2%+13,462+149.3%AddedHistory
Vanguard High Dividend Yield Index ETF921946406ETF41,632$6.58M0.2%+970+2.4%Added–
CVXChevron CorpStock39,462$6.54M0.2%−6,086−13.4%ReducedHistory
AMGNAmgen IncStock17,477$6.33M0.2%−2,209−11.2%ReducedHistory
Northern LTS FD Tr IV66538H419INSPIRE INTL ETF163,517$6.23M0.2%+2,003+1.2%Added–
First Trust Rising Dividend Achievers ETF33738R506ETF76,916$6.23M0.2%+8,946+13.2%Added–

Options (7)

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 Q2 2026
SecurityClassPutsCalls
Spy 271217C00815000 SPDR S&P 500 ETF Tr CLL Opt 12/27 815.0 Cal7642909UQStock–$2.02M
Aapl 271217P00210000 Apple Inc Put Opt 12/27 210.0 Put7769499XXStock$1.36M–
SPDR S&P 500 ETF Tr Put Opt 03/27 625.0 Put8239199BBStock$821.4K–
SPYSPDR S&P 500 ETF TrustETF$298.7K–
SoFi Technologies Inc CLL Opt 12/26 16.0 Cal8592889WWStock–$8.96K
Summit Therapeutics Inc CLL Opt 10/26 14.0 Cal8500699RNStock–$7.29K
Snap Inc CLL Opt 10/26 6.0 Cal8500739XRStock–$4.44K

Sold out since Q1 2026 (207)

Positions held at the end of Q1 2026 that are gone from this filing.

The largest 100 of 207 by value last quarter.

Positions of EverSource Wealth Advisors, LLC sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
XOMExxonMobil Holdings CorpCOM60,927$10.3M0.3%History
HONHoneywell International IncCOM4,901$1.11M<0.1%History
BOILProShares Trust IIETF33,534$540.6K<0.1%History
GROBrazil Potash Corp.COMMON SHARES138,839$449.8K<0.1%History
Dimensional ETF Trust25434V849NATL MUN BD ETF9,215$441.7K<0.1%–
ETF Ser Solutions26922A289DEFIANCE CONNECT4,107$280.0K<0.1%–
CTRACoterra Energy Inc.Stock7,515$264.1K<0.1%History
SPDR Series Trust78468R622ST BLOO HIGH ETF2,390$228.8K<0.1%–
Nextplat Corp Com New68557F100Stock580,686$216.0K<0.1%–
TERNTerns Pharmaceuticals, Inc.COM3,689$194.5K<0.1%History
MASIMasimo CorpCOM1,064$189.3K<0.1%History
ALSumisho Air Lease CorpCL A2,436$158.2K<0.1%History
Dimensional Ultrashort Fixed Income ETF25434V591ETF2,724$138.1K<0.1%–
TRIThomson Reuters CorpCOM NO PAR1,318$118.6K<0.1%History
HOLXHologic IncCOM1,450$109.6K<0.1%History
MCWMister Car Wash, Inc.COM15,125$105.4K<0.1%History
PRAProassurance CorpCOM4,059$100.3K<0.1%History
Franklin Templeton ETF Tr35473P561FTSE LATN AMRC3,189$90.2K<0.1%–
OSOneStream, Inc.CL A3,626$87.0K<0.1%History
TPHTri Pointe Homes, Inc.COM1,756$82.1K<0.1%History
PFLTPennantPark Floating Rate Capital Ltd.COM10,001$80.4K<0.1%History
HTBKHeritage Commerce CorpCOM6,391$79.8K<0.1%History
CSGSCSG Systems International IncCOM973$77.8K<0.1%History
OXLCOxford Lane Capital Corp.COM7,000$68.5K<0.1%History
USALiberty All Star Equity FundSH BEN INT12,000$66.6K<0.1%History
IAUXi-80 Gold Corp.COM43,322$65.8K<0.1%History
American Centy ETF Tr025072372EMERGING MKT VAL1,075$64.5K<0.1%–
Clearway Energy, Inc.18539C105CL A1,451$56.8K<0.1%–
CWANClearwater Analytics Holdings, Inc.CL A2,367$56.0K<0.1%History
APLSApellis Pharmaceuticals, Inc.COM1,219$49.0K<0.1%History
SPDR Index Shs FDS78463X541ST STR NAT ETF633$47.3K<0.1%–
PSNYPolestar Automotive Holding UK PLCSPONSORED ADS2,554$47.0K<0.1%History
SEESealed Air CorpCOM1,067$44.9K<0.1%History
GTESGates Industrial Corp Ltd.ORD SHS1,973$44.6K<0.1%History
DHILDiamond Hill Investment Group IncCOM NEW259$44.6K<0.1%History
MAPSWM Technology, Inc.COM62,989$41.5K<0.1%History
AVALGrupo Aval Acciones Y Valores S.A.SPONSORED ADS8,937$39.3K<0.1%History
FOLDAmicus Therapeutics, Inc.COM2,700$39.0K<0.1%History
ABTCAmerican Bitcoin Corp.COM CL A40,000$37.0K<0.1%History
Expro Group Holdings N.V.N33462107COM1,936$33.7K<0.1%–
ANLAdlai Nortye Group Ltd.ADS4,794$33.2K<0.1%History
ProShares Tr74349Y498ULTRA XRP ETF8,888$32.8K<0.1%–
American Centy ETF Tr025072885US EQT ETF266$29.6K<0.1%–
BAKBraskem SASP ADR PFD A7,704$28.2K<0.1%History
STKLSunOpta Inc.COM4,333$28.1K<0.1%History
FFICFlushing Financial CorpCOM1,797$27.6K<0.1%History
GOFGuggenheim Strategic Opportunities FundCOM SBI2,461$27.1K<0.1%History
GPCRStructure Therapeutics Inc.SPONSORED ADS558$26.9K<0.1%History
NVRIEnviri CorpCOM1,315$25.8K<0.1%History
First Tr Exch Traded FD III33739E108PFD SECS INC ETF1,402$24.9K<0.1%–
VREVeris Residential, Inc.COM1,234$23.3K<0.1%History
SNCYSun Country Airlines Holdings, LLCCOM1,309$21.6K<0.1%History
PKSTPeakstone Realty TrustCommon Stock1,014$21.2K<0.1%History
VanEck ETF Trust92189F353EMERGING MRKT HI968$19.1K<0.1%–
Carnival Corp Ltd.14365C103ADR719$18.5K<0.1%–
Abrdn ETFs003261104BBRG ALL COMD K1750$18.2K<0.1%–
iShares Tr464288257MSCI ACWI ETF130$18.0K<0.1%–
ALITAlight, Inc. / DelawareCOM CL A29,702$17.3K<0.1%History
EHABEnhabit, Inc.COM1,202$16.9K<0.1%History
American Centy ETF Tr025072364INTERNATIONAL LR226$16.9K<0.1%–
KENKenon Holdings Ltd.SHS205$16.9K<0.1%History
MHDBlackRock Muniholdings Fund, Inc.COM1,490$16.8K<0.1%History
NQPNuveen Pennsylvania Quality Municipal Income FundCOM1,350$16.1K<0.1%History
NBTXNanobiotix S.A.SPONSORED ADS514$15.9K<0.1%History
TRMDTORM plcSHS CL A506$14.1K<0.1%History
NWGLCL Workshop Group LtdADS16,584$14.0K<0.1%History
DAWNDay One Biopharmaceuticals, Inc.Stock637$13.7K<0.1%History
Vanguard S&P 500 Value ETF921932703ETF62$12.7K<0.1%–
CVGWCalavo Growers IncCOM483$12.5K<0.1%History
CPACCementos Pacasmayo SaaSPONSORED ADR1,163$11.6K<0.1%History
BNY Mellon ETF Trust09661T107US LRG CP CORE92$11.5K<0.1%–
GDENNew Royal Holdco I Inc.COM403$10.8K<0.1%History
UDMYUdemy, Inc.COM2,328$10.8K<0.1%History
UUPInvesco DB US Dollar Index Bullish FundBULLISH FD384$10.7K<0.1%History
EWCZEuropean Wax Center, Inc.CLASS A COM1,809$10.5K<0.1%History
SLNOSoleno Therapeutics IncCOM301$10.1K<0.1%History
LNDBrasilAgro - Brazilian Agricultural Real Estate CoSPONSORED ADR2,349$9.94K<0.1%History
ADAGAdagene Inc.ADS2,473$9.69K<0.1%History
AKO.BAndina Bottling Co IncSPON ADR B370$9.33K<0.1%History
PHARPharming Group N.V.SPON ADS557$9.27K<0.1%History
DAOYoudao, Inc.SPONSORED ADS912$8.96K<0.1%History
ACLXArcellx, Inc.COMMON STOCK78$8.95K<0.1%History
MQMarqeta, Inc.CLASS A COM2,191$8.94K<0.1%History
Goldman Sachs ETF Tr381430453ACCESS HIG YLD200$8.91K<0.1%–
HQHorizon Quantum Holdings Ltd.CL A ORD SHS1,000$8.79K<0.1%History
MBUUMalibu Boats, Inc.COM CL A339$8.79K<0.1%History
FOCLEdap TMS SASPONSORED ADR2,330$8.67K<0.1%History
Sprott FDS Tr85208P303URANIUM MINERS E134$8.46K<0.1%–
EVAXEvaxion A/SADR2,266$8.43K<0.1%History
SCOProShares Trust IIULSHT BLOOMB OIL1,000$8.32K<0.1%History
Northeast BK Portland Me66405S100COM74$8.32K<0.1%–
Bank First Corporation Com05676F108Stock60$8.10K<0.1%–
IONRioneer LtdADS1,888$8.03K<0.1%History
NKTRNektar TherapeuticsCOM111$7.99K<0.1%History
iShares Tr464288174GL TIMB FORE ETF111$7.86K<0.1%–
TURBTurbo Energy, S.A.SPON ADS2,861$7.64K<0.1%History
SEMRSEMrush Holdings, Inc.CL A COM624$7.45K<0.1%History
BBARBanco BBVA Argentina S.A.SPONSORED ADS448$7.20K<0.1%History
Invesco Exch Traded FD Tr II46138E263S&P GBL WATER109$6.95K<0.1%–
KWKennedy-Wilson Holdings, Inc.COM623$6.74K<0.1%History