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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
TTAMTitan America SAStock216$4.03K<0.1%−9−4.0%ReducedHistory
BCCBoise Cascade CoCOM52$4.04K<0.1%−39−42.9%ReducedHistory
Fidelity MSCI Financials Index ETF316092501ETF53$4.06K<0.1%+53New–
WisdomTree Tr97717X784WSDM EMKTBD FD61$4.06K<0.1%00.0%Unchanged–
HOFTHooker Furnishings CorpCOM228$4.07K<0.1%−13−5.4%ReducedHistory
WBTNWEBTOON Entertainment Inc.COM356$4.07K<0.1%+127+55.5%AddedHistory
IMKTAIngles Markets IncCL A46$4.08K<0.1%−6−11.5%ReducedHistory
NRIXNurix Therapeutics, Inc.COM168$4.08K<0.1%+158+1,580.0%AddedHistory
UAAUnder Armour, Inc.Stock640$4.09K<0.1%−159−19.9%ReducedHistory
CRTOCriteo S.A.SPONS ADS224$4.09K<0.1%−169−43.0%ReducedHistory
VRDNViridian Therapeutics, Inc.COM223$4.10K<0.1%+103+85.8%AddedHistory
DCOMDime Commercial Bancshares, Inc.COM101$4.11K<0.1%−567−84.9%ReducedHistory
GTNGray Media, IncCOM1,035$4.11K<0.1%−2,370−69.6%ReducedHistory
ZBIOZenas BioPharma, Inc.COM162$4.11K<0.1%+64+65.3%AddedHistory
CRONCronos Group Inc.COM1,485$4.13K<0.1%−1,659−52.8%ReducedHistory
ABVXAbivax S.A.SPONSORED ADS31$4.13K<0.1%−369−92.3%ReducedHistory
Goldman Sachs ETF Tr381430545HEDGE IND ETF22$4.15K<0.1%+22New–
EGANEGAIN CorpCOM NEW660$4.16K<0.1%+609+1,194.1%AddedHistory
ECOOkeanis Eco Tankers Corp.SHS83$4.16K<0.1%+83NewHistory
JACKJack in the Box IncCOM264$4.17K<0.1%+84+46.7%AddedHistory
PLURPluri Inc.COM2,000$4.18K<0.1%00.0%UnchangedHistory
TCW ETF Trust29287L205TRANS SYSTE ETF34$4.18K<0.1%+34New–
NECBNorthEast Community Bancorp, Inc.COM151$4.19K<0.1%−457−75.2%ReducedHistory
ATLCAtlanticus Holdings CorpCOM41$4.19K<0.1%+37+925.0%AddedHistory
IMSRTerrestrial Energy Inc.COM SHS594$4.21K<0.1%+594NewHistory
ACHRArcher Aviation Inc.Stock891$4.21K<0.1%+101+12.8%AddedHistory
RLXRLX Technology Inc.SPONSORED ADS2,231$4.24K<0.1%−5,965−72.8%ReducedHistory
IMOSChipmos Technologies IncSPONSORD ADS NEW66$4.24K<0.1%+1+1.5%AddedHistory
MITTTPG Mortgage Investment Trust, Inc.COM NEW537$4.25K<0.1%+24+4.7%AddedHistory
OMCLOmnicell, Inc.COM103$4.28K<0.1%−43−29.5%ReducedHistory
ELMEElme CommunitiesSH BEN INT2,893$4.28K<0.1%−4,420−60.4%ReducedHistory
STGWStagwell IncCOM CL A578$4.29K<0.1%−60−9.4%ReducedHistory
WOOFPetco Health & Wellness Company, Inc.CL A COM1,584$4.31K<0.1%−708−30.9%ReducedHistory
Townebank Portsmouth Va89214P109COM119$4.31K<0.1%−544−82.1%Reduced–
CZNCCitizens & Northern CorpCOM185$4.31K<0.1%−714−79.4%ReducedHistory
SPIRSpire Global, Inc.COM CL A NEW232$4.32K<0.1%+232NewHistory
IIIVi3 Verticals, Inc.COM CL A203$4.34K<0.1%−47,423−99.6%ReducedHistory
EDITEditas Medicine, Inc.COM1,342$4.35K<0.1%−738−35.5%ReducedHistory
XPERXperi Inc.COMMON STOCK529$4.35K<0.1%−24−4.3%ReducedHistory
NATRNatures Sunshine Products IncCOM200$4.36K<0.1%−75−27.3%ReducedHistory
SMMTSummit Therapeutics Inc.COM300$4.37K<0.1%−126−29.6%ReducedHistory
Elevation Series Trust210322731OPAL DIVID INCOM117$4.37K<0.1%00.0%Unchanged–
TRTXTPG RE Finance Trust, Inc.COM523$4.38K<0.1%−1,581−75.1%ReducedHistory
ANABAnaptysbio, IncCOM65$4.39K<0.1%−838−92.8%ReducedHistory
LCUTLifetime Brands, IncCOM516$4.40K<0.1%−86−14.3%ReducedHistory
SASeabridge Gold IncCOM172$4.43K<0.1%−164−48.8%ReducedHistory
BTDRBitdeer Technologies GroupCL A ORD SHS279$4.43K<0.1%−12−4.1%ReducedHistory
MBIMbia IncCOM681$4.44K<0.1%+446+189.8%AddedHistory
MAZEMaze Therapeutics, Inc.COM149$4.45K<0.1%−54−26.6%ReducedHistory
AARDAardvark Therapeutics, Inc.COM774$4.46K<0.1%+473+157.1%AddedHistory
Global X Lithium & Battery Tech ETF37954Y855ETF57$4.46K<0.1%00.0%Unchanged–
YEXTYext, Inc.COM956$4.46K<0.1%00.0%UnchangedHistory
CRCTCricut, Inc.COM CL A1,018$4.47K<0.1%+304+42.6%AddedHistory
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF41$4.47K<0.1%00.0%Unchanged–
MBLYMobileye Global Inc.Stock465$4.50K<0.1%+420+933.3%AddedHistory
Innovator ETFs Trust45784N528EQUITY DUAL DIRE200$4.50K<0.1%00.0%Unchanged–
ARHSArhaus, Inc.COM CL A537$4.52K<0.1%+424+375.2%AddedHistory
CRKComstock Resources IncCOM304$4.54K<0.1%−1,264−80.6%ReducedHistory
Vanguard Admiral FDS Inc921932828SMLLCP 600 IDX33$4.54K<0.1%00.0%Unchanged–
AIOTPowerfleet, Inc.COM1,187$4.55K<0.1%−268−18.4%ReducedHistory
AHRTAH Realty Trust, Inc.COM644$4.56K<0.1%−1,847−74.1%ReducedHistory
CDRECadre Holdings, Inc.COM160$4.56K<0.1%+159+15,900.0%AddedHistory
BOWBowhead Specialty Holdings Inc.COM SHS153$4.58K<0.1%+127+488.5%AddedHistory
ENICEnel Chile S.A.SPONSORED ADR1,022$4.60K<0.1%−2,039−66.6%ReducedHistory
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF49$4.60K<0.1%−1−2.0%Reduced–
ULCCFrontier Group Holdings, Inc.COM582$4.60K<0.1%+342+142.5%AddedHistory
Hingham Instn SVGS Mass433323102COM15$4.61K<0.1%+6+66.7%Added–
GRPNGroupon, Inc.COM NEW192$4.62K<0.1%+31+19.3%AddedHistory
ARQArq, Inc.COM1,812$4.62K<0.1%+1,204+198.0%AddedHistory
LANDGladstone Land CorpCOM544$4.64K<0.1%+120+28.3%AddedHistory
ProShares Tr74348A467S&P 500 DV ARIST83$4.66K<0.1%+1+1.2%AddedConverted for a 2-for-1 split–
TGTredegar CorpCOM586$4.67K<0.1%−1,434−71.0%ReducedHistory
BKVBKV CorpCOM171$4.68K<0.1%−63−26.9%ReducedHistory
NATLNCR Atleos CorpCOM SHS108$4.69K<0.1%−245−69.4%ReducedHistory
PCTPureCycle Technologies, Inc.COM579$4.70K<0.1%−89−13.3%ReducedHistory
EQBKEquity Bancshares IncCOM CL A96$4.70K<0.1%−496−83.8%ReducedHistory
iShares Tr46434V886HDG MSCI JAPAN73$4.71K<0.1%00.0%Unchanged–
SIBNSI-BONE, Inc.COM289$4.72K<0.1%+259+863.3%AddedHistory
CWCOConsolidated Water Co. Ltd.ORD160$4.72K<0.1%−143−47.2%ReducedHistory
TRDAEntrada Therapeutics, Inc.COM642$4.72K<0.1%+222+52.9%AddedHistory
DXPEDXP Enterprises IncCOM NEW28$4.72K<0.1%−366−92.9%ReducedHistory
AVNWAviat Networks, Inc.COM NEW213$4.73K<0.1%+63+42.0%AddedHistory
USAUU.S. Gold Corp.COM NEW309$4.74K<0.1%+276+836.4%AddedHistory
Invesco Exchange Traded FD T46137V605DJ INDL AVG DV75$4.75K<0.1%−25−25.0%Reduced–
GDOTGreen Dot CorpCL A352$4.76K<0.1%−416−54.2%ReducedHistory
FLYFirefly Aerospace Inc.COM162$4.76K<0.1%+75+86.2%AddedHistory
Innovator ETFs Trust45784N833US SMALL CAP PWR168$4.77K<0.1%−499−74.8%Reduced–
ATOMAtomera IncCOM550$4.79K<0.1%−155−22.0%ReducedHistory
QSIQuantum-Si IncCOM CL A5,417$4.79K<0.1%−38−0.7%ReducedHistory
PRTHPriority Technology Holdings, Inc.COM719$4.79K<0.1%+458+175.5%AddedHistory
OFLXOmega Flex, Inc.COM153$4.80K<0.1%−28−15.5%ReducedHistory
PMTPennyMac Mortgage Investment TrustCOM426$4.80K<0.1%+235+123.0%AddedHistory
OOMAOoma IncCOM250$4.80K<0.1%+12+5.0%AddedHistory
COOKTraeger, Inc.COM NEW61$4.81K<0.1%+52+577.8%AddedHistory
Pgim ETF Tr69344A800TOTA RETU BD ETF116$4.81K<0.1%00.0%Unchanged–
WGOWinnebago Industries IncCOM154$4.81K<0.1%+6+4.1%AddedHistory
FMNBFarmers National Banc CorpCOM330$4.82K<0.1%−334−50.3%ReducedHistory
NAVNNavan, Inc.CL A211$4.83K<0.1%+184+681.5%AddedHistory
OCULOcular Therapeutix, IncCOM492$4.83K<0.1%+193+64.5%AddedHistory
CHRSCoherus Oncology, Inc.COM3,455$4.84K<0.1%−125−3.5%ReducedHistory

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