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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
ANGIAngi Inc.CL A NEW1,020$6.07K<0.1%+415+68.6%AddedHistory
CNDTCONDUENT IncCOM4,171$6.09K<0.1%+1,701+68.9%AddedHistory
PSFEPaysafe LtdSHS819$6.12K<0.1%+11+1.4%AddedHistory
CENXCentury Aluminum CoCOM133$6.12K<0.1%−1,286−90.6%ReducedHistory
IHRTiHeartMedia, Inc.COM CL A1,427$6.12K<0.1%−144−9.2%ReducedHistory
RAPPRapport Therapeutics, Inc.COM147$6.13K<0.1%00.0%UnchangedHistory
iShares Tr464288489INTL DEV RE ETF275$6.13K<0.1%00.0%Unchanged–
CALCaleres IncCOM496$6.14K<0.1%+72+17.0%AddedHistory
BWBBridgewater Bancshares IncCOM292$6.14K<0.1%−285−49.4%ReducedHistory
CLBKColumbia Financial, Inc.COM290$6.15K<0.1%−547−65.4%ReducedHistory
MIRMirion Technologies, Inc.COM CL A344$6.17K<0.1%−587−63.1%ReducedHistory
PARPar Technology CorpCOM355$6.18K<0.1%+252+244.7%AddedHistory
SOUNSoundhound AI, Inc.CLASS A COM959$6.21K<0.1%+256+36.4%AddedHistory
ROOTRoot, Inc.CL A NEW111$6.21K<0.1%+70+170.7%AddedHistory
WTMWhite Mountains Insurance Group LtdCOM3$6.22K<0.1%−8−72.7%ReducedHistory
UVXYProShares Trust IIULTRA VIX SHORT250$6.22K<0.1%−3,748−93.7%ReducedHistory
PZZAPapa Johns International IncStock170$6.24K<0.1%−324−65.6%ReducedHistory
CLVTClarivate PLCORD SHS2,895$6.25K<0.1%+1,256+76.6%AddedHistory
GMEGameStop Corp.Stock284$6.27K<0.1%−727−71.9%ReducedHistory
SVCOSilvaco Group, Inc.COM455$6.28K<0.1%+15+3.4%AddedHistory
Ssga Active Tr78470P309ST STR MARKE ETF147$6.28K<0.1%+2+1.4%Added–
NIUNiu TechnologiesADS3,125$6.28K<0.1%−2,111−40.3%ReducedHistory
THRYThryv Holdings, Inc.COM NEW1,594$6.28K<0.1%+1,082+211.3%AddedHistory
iShares Inc464286749MSCI SWITZERLAND100$6.29K<0.1%00.0%Unchanged–
Northern LTS FD Tr IV66538H179MAIN BUYWRITE435$6.29K<0.1%−435−50.0%Reduced–
AMLXAmylyx Pharmaceuticals, Inc.COM350$6.29K<0.1%+324+1,246.2%AddedHistory
SFSTSouthern First Bancshares IncCOM103$6.29K<0.1%+6+6.2%AddedHistory
Direxion Shs ETF Tr25459W847DLY SMCAP BULL3X85$6.35K<0.1%+1+1.2%Added–
CCBCoastal Financial CorpCOM NEW82$6.36K<0.1%+62+310.0%AddedHistory
VGVenture Global, Inc.COM CL A572$6.37K<0.1%−533−48.2%ReducedHistory
CIVBCivista Bancshares, Inc.COM NO PAR226$6.38K<0.1%−36−13.7%ReducedHistory
WGSGeneDx Holdings Corp.COM CL A93$6.38K<0.1%+54+138.5%AddedHistory
PAGSPagSeguro Digital Ltd.COM CL A706$6.39K<0.1%−831−54.1%ReducedHistory
WLYJohn Wiley & Sons, Inc.CL A132$6.40K<0.1%−219−62.4%ReducedHistory
AZTAAzenta, Inc.COM251$6.41K<0.1%−142−36.1%ReducedHistory
NPKINPK International Inc.COM SHS403$6.41K<0.1%−1,202−74.9%ReducedHistory
MAGNMagnera CorpCOM SHS547$6.43K<0.1%+527+2,635.0%AddedHistory
JBIJanus International Group, Inc.COMMON STOCK1,160$6.44K<0.1%+789+212.7%AddedHistory
VOXRVox Royalty Corp.COM1,366$6.46K<0.1%+1,274+1,384.8%AddedHistory
PRCHPorch Group, Inc.COM430$6.47K<0.1%−14,909−97.2%ReducedHistory
KDKKodiak AI, Inc.COM1,275$6.48K<0.1%+1,275NewHistory
Alps ETF Tr00162Q452ALERIAN MLP125$6.48K<0.1%00.0%Unchanged–
QTRXQuanterix CorpCOM1,503$6.49K<0.1%+1,448+2,632.7%AddedHistory
Fidelity Covington Trust316092162DISRU COMMU ETF130$6.50K<0.1%00.0%Unchanged–
VYXNCR Voyix CorpCOM799$6.53K<0.1%+630+372.8%AddedHistory
KRROKorro Bio, Inc.COM498$6.56K<0.1%+119+31.4%AddedHistory
ACHCAcadia Healthcare Company, Inc.COM224$6.62K<0.1%−21−8.6%ReducedHistory
GRNTGranite Ridge Resources, Inc.COM1,502$6.62K<0.1%−241−13.8%ReducedHistory
VXXBarclays Bank PLCIPATH S&P 500 SH300$6.63K<0.1%+300NewHistory
GOODGladstone Commercial CorpCOM539$6.63K<0.1%−543−50.2%ReducedHistory
QUADQuad/Graphics, Inc.COM CL A787$6.63K<0.1%−13−1.6%ReducedHistory
PLAYDave & Buster's Entertainment, Inc.COM583$6.65K<0.1%+510+698.6%AddedHistory
VKTXViking Therapeutics, Inc.COM171$6.67K<0.1%−323−65.4%ReducedHistory
NLOPNet Lease Office PropertiesCOM599$6.67K<0.1%−542−47.5%ReducedHistory
Invesco Exch Traded FD Tr II46138E594KBW PREM YIELD360$6.68K<0.1%00.0%Unchanged–
KRTKarat Packaging Inc.COM200$6.69K<0.1%+54+37.0%AddedHistory
REZIResideo Technologies, Inc.Stock216$6.72K<0.1%−199−48.0%ReducedHistory
FWRGFirst Watch Restaurant Group, Inc.COM523$6.74K<0.1%+521+26,050.0%AddedHistory
HLITHarmonic Inc.COM413$6.74K<0.1%−85−17.1%ReducedHistory
PSTLPostal Realty Trust, Inc.CL A274$6.75K<0.1%−1,253−82.1%ReducedHistory
MNSOMINISO Group Holding LtdSPONSORED ADS560$6.76K<0.1%−2,696−82.8%ReducedHistory
RPCRidgepost Capital, Inc.CL A COM861$6.78K<0.1%+469+119.6%AddedHistory
NTSTNETSTREIT Corp.COM321$6.78K<0.1%−562−63.6%ReducedHistory
J P Morgan Exchange Traded F46641Q399BETABUILDRS US50$6.79K<0.1%00.0%Unchanged–
AIRJAirJoule Technologies Corp.CL A1,227$6.80K<0.1%+556+82.9%AddedHistory
SLDESlide Insurance Holdings, Inc.COM351$6.80K<0.1%+302+616.3%AddedHistory
STELStellar Bancorp, Inc.COM173$6.80K<0.1%−632−78.5%ReducedHistory
IIPRInnovative Industrial Properties IncCOM110$6.82K<0.1%+36+48.6%AddedHistory
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF90$6.83K<0.1%00.0%Unchanged–
TIGRUP Fintech Holding LtdSPONSORED ADS1,553$6.83K<0.1%−774−33.3%ReducedHistory
iShares Tr464288794US BR DEL SE ETF39$6.84K<0.1%00.0%Unchanged–
Kraneshares Tr500767645KFA VAL LIN DYNM243$6.84K<0.1%00.0%Unchanged–
MDXGMimedx Group, Inc.COM1,779$6.85K<0.1%+1,256+240.2%AddedHistory
ONTOnterris, Inc.COM339$6.85K<0.1%−494−59.3%ReducedHistory
GBXGreenbrier Companies IncStock140$6.86K<0.1%−106−43.1%ReducedHistory
CALXCalix, IncCOM185$6.91K<0.1%−3−1.6%ReducedHistory
Fidelity Covington Trust316092295FUN SMA MID ETF181$6.91K<0.1%00.0%Unchanged–
CTBICommunity Trust Bancorp IncCOM96$6.95K<0.1%−183−65.6%ReducedHistory
NKTXNkarta, Inc.COM2,464$6.97K<0.1%+247+11.1%AddedHistory
FOSLFossil Group, Inc.COM1,694$7.01K<0.1%−122−6.7%ReducedHistory
MQMarqeta, Inc.COM1,728$7.01K<0.1%+1,728NewHistory
FRHCFreedom Holding Corp.COM54$7.05K<0.1%+27+100.0%AddedHistory
SMBCSouthern Missouri Bancorp, Inc.COM93$7.09K<0.1%−12−11.4%ReducedHistory
ENOVEnovis CORPCOM343$7.10K<0.1%−531−60.8%ReducedHistory
INBKFirst Internet BancorpCOM256$7.12K<0.1%+34+15.3%AddedHistory
RGNXREGENXBIO Inc.COM595$7.13K<0.1%−1,234−67.5%ReducedHistory
VanEck ETF Trust92189H300JP MRGAN EM LOC279$7.13K<0.1%−410−59.5%Reduced–
PBLSParabilis Medicines, Inc.Stock261$7.14K<0.1%+261NewHistory
Two Harbors Investment Corp.90187B804COM576$7.15K<0.1%−399−40.9%Reduced–
RGRSturm Ruger & Co IncStock189$7.15K<0.1%−19−9.1%ReducedHistory
BNTXBioNTech SESPONSORED ADS77$7.17K<0.1%−100−56.5%ReducedHistory
BCBPBCB Bancorp IncCOM669$7.17K<0.1%−17−2.5%ReducedHistory
GBDCGolub Capital BDC, Inc.COM557$7.17K<0.1%−359−39.2%ReducedHistory
NXQuanex Building Products CORPCOM386$7.19K<0.1%−37−8.7%ReducedHistory
TRUPTrupanion, Inc.COM291$7.21K<0.1%+26+9.8%AddedHistory
AESIAtlas Energy Solutions Inc.COM NEW434$7.21K<0.1%−931−68.2%ReducedHistory
RHLDResolute Holdings Management, Inc.COM50$7.23K<0.1%+29+138.1%AddedHistory
TRNSTranscat IncCOM78$7.24K<0.1%+50+178.6%AddedHistory
AHCOAdaptHealth Corp.COMMON STOCK695$7.24K<0.1%−391−36.0%ReducedHistory
HWKNHawkins IncCOM51$7.25K<0.1%−6−10.5%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 (206)

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

The largest 100 of 206 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
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
TGENTecogen Inc.COM NEW2,500$6.40K<0.1%History