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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
LOCOEl Pollo Loco Holdings, Inc.COM428$7.26K<0.1%−1,212−73.9%ReducedHistory
Legg Mason ETF Invt52468L406FRANKLIN US LOW165$7.26K<0.1%00.0%Unchanged–
First Tr Exchange Traded FD33738R878DORSEY WRIGHT166$7.27K<0.1%00.0%Unchanged–
AUBNAuburn National Bancorporation, IncCOM270$7.30K<0.1%−270−50.0%ReducedHistory
TMCITreace Medical Concepts, Inc.COM1,836$7.31K<0.1%+1,101+149.8%AddedHistory
Invesco Exch Traded FD Tr II46138E610KBW HIG DV YLD590$7.33K<0.1%00.0%Unchanged–
FWONALiberty Media CorpCOM LBTY ONE S A84$7.35K<0.1%+25+42.4%AddedHistory
LEGLeggett & Platt IncStock629$7.37K<0.1%−1,712−73.1%ReducedHistory
RGENRepligen CorpCOM54$7.37K<0.1%+26+92.9%AddedHistory
IBCPIndependent Bank CorpCOM NEW205$7.39K<0.1%−291−58.7%ReducedHistory
VCYTVeracyte, Inc.COM126$7.40K<0.1%−98−43.8%ReducedHistory
CRMLCritical Metals Corp.PUBCO ORD SHS722$7.40K<0.1%−600−45.4%ReducedHistory
Nushares ETF Tr67092P805NUVEEN ESG INTL185$7.40K<0.1%00.0%Unchanged–
WWWWolverine World Wide IncCOM449$7.42K<0.1%−22−4.7%ReducedHistory
SCSCScansource, Inc.COM143$7.45K<0.1%−212−59.7%ReducedHistory
Orla MNG Ltd New68634K106COM761$7.45K<0.1%−420−35.6%Reduced–
WINGWingstop Inc.COM43$7.46K<0.1%−23−34.8%ReducedHistory
GLIBKLiberty Capital CorpSER C GCI GROUP346$7.46K<0.1%+335+3,045.5%AddedHistory
HCCWarrior Met Coal, Inc.COM92$7.47K<0.1%−267−74.4%ReducedHistory
MATMattel IncCOM540$7.50K<0.1%−4,080−88.3%ReducedHistory
VTOLBristow Group Inc.COM182$7.52K<0.1%−350−65.8%ReducedHistory
VITLVital Farms, Inc.COM649$7.55K<0.1%−70−9.7%ReducedHistory
GOOSCanada Goose Holdings Inc.SHS SUB VTG799$7.60K<0.1%+621+348.9%AddedHistory
VVXV2X, Inc.COM102$7.60K<0.1%−233−69.6%ReducedHistory
EXFYExpensify, Inc.COM CL A4,251$7.61K<0.1%+2,351+123.7%AddedHistory
PCBPCB BancorpCOM269$7.63K<0.1%+269NewHistory
DBRGDigitalBridge Group, Inc.CL A NEW484$7.64K<0.1%−770−61.4%ReducedHistory
RUSHBRush Enterprises IncCL B100$7.65K<0.1%−192−65.8%ReducedHistory
AXGNAxogen, Inc.COM166$7.67K<0.1%+158+1,975.0%AddedHistory
ITRGIntegra Resources Corp.COM3,378$7.67K<0.1%+3,378NewHistory
BLCOBausch & Lomb CorpCOMMON SHARES467$7.73K<0.1%−59−11.2%ReducedHistory
UTZUtz Brands, Inc.COM CL A1,008$7.76K<0.1%+513+103.6%AddedHistory
NVGSNavigator Holdings Ltd.SHS417$7.77K<0.1%+107+34.5%AddedHistory
RYTMRhythm Pharmaceuticals, Inc.COM70$7.77K<0.1%−479−87.2%ReducedHistory
ANIKAnika Therapeutics, Inc.COM532$7.78K<0.1%+156+41.5%AddedHistory
WESTWestrock Coffee CoCOM964$7.82K<0.1%+259+36.7%AddedHistory
NTLAIntellia Therapeutics, Inc.COM462$7.82K<0.1%−232−33.4%ReducedHistory
ODDOddity Tech LtdSHS CL A517$7.82K<0.1%−320−38.2%ReducedHistory
VEONVEON Ltd.SPONSORED ADS150$7.83K<0.1%−44−22.7%ReducedHistory
PDFSPDF Solutions IncCOM111$7.86K<0.1%−88−44.2%ReducedHistory
XNCRXencor IncCOM488$7.86K<0.1%+239+96.0%AddedHistory
EEExcelerate Energy, Inc.CL A COM207$7.87K<0.1%−32−13.4%ReducedHistory
SAFESafehold Inc.COM501$7.87K<0.1%+184+58.0%AddedHistory
VOYGVoyager Technologies, Inc.COM CL A244$7.87K<0.1%+211+639.4%AddedHistory
iShares Tr464288109MORNINGSTAR VALU78$7.90K<0.1%−15−16.1%Reduced–
MCSMarcus CorpCOM338$7.93K<0.1%−75−18.2%ReducedHistory
DOCSDoximity, Inc.CL A383$7.94K<0.1%−2,450−86.5%ReducedHistory
APEIAmerican Public Education IncStock148$7.95K<0.1%−157−51.5%ReducedHistory
ROADConstruction Partners, Inc.COM CL A67$7.96K<0.1%+24+55.8%AddedHistory
AMSCAmerican Superconductor CorpStock192$7.97K<0.1%+43+28.9%AddedHistory
TLSTelos CorpCOM1,733$7.97K<0.1%+458+35.9%AddedHistory
SANASana Biotechnology, Inc.COM2,285$7.97K<0.1%−1,100−32.5%ReducedHistory
Innovator ETFs Trust45782C557US EQTY BUF DEC150$7.98K<0.1%00.0%Unchanged–
SPDR Series Trust78464A656ST STR TIPS ETF311$7.99K<0.1%00.0%Unchanged–
Invesco Actively Managed Exc46090A101ACTIVE US REAL78$8.01K<0.1%00.0%Unchanged–
SUNCSunocoCorp LLCCOM SHS LLC119$8.05K<0.1%+66+124.5%AddedHistory
IPXIPERIONX LtdSPONSORED ADS271$8.06K<0.1%+212+359.3%AddedHistory
CDNACareDx, Inc.COM283$8.07K<0.1%−157−35.7%ReducedHistory
CSRCenterspaceCOM144$8.09K<0.1%−57−28.4%ReducedHistory
UVSPUnivest Financial CorpCOM185$8.09K<0.1%−441−70.4%ReducedHistory
RHPRyman Hospitality Properties, Inc.COM63$8.10K<0.1%−22−25.9%ReducedHistory
NRDSNerdwallet, Inc.COM CL A878$8.12K<0.1%+330+60.2%AddedHistory
Dimensional ETF Trust25434V666US LARG VALU ETF206$8.13K<0.1%−19−8.4%Reduced–
BTBTBit Digital, IncSHS4,516$8.13K<0.1%+1,112+32.7%AddedHistory
TCMDTactile Systems Technology IncCOM273$8.13K<0.1%+240+727.3%AddedHistory
HTLDHeartland Express IncCOM535$8.14K<0.1%−45−7.8%ReducedHistory
BLDQXO Insulation, LLCStock23$8.15K<0.1%−99−81.1%ReducedHistory
EOSEEos Energy Enterprises, Inc.COM CL A1,392$8.19K<0.1%+101+7.8%AddedHistory
LINDLindblad Expeditions Holdings, Inc.Stock290$8.19K<0.1%+101+53.4%AddedHistory
HLFHerbalife Ltd.COM SHS623$8.19K<0.1%−6,743−91.5%ReducedHistory
GCOGenesco IncCOM243$8.21K<0.1%+112+85.5%AddedHistory
LARLithium Argentina AGStock996$8.24K<0.1%+894+876.5%AddedHistory
REPXRiley Exploration Permian, Inc.COM250$8.24K<0.1%+228+1,036.4%AddedHistory
WVEWave Life Sciences, Inc.SHS1,421$8.26K<0.1%+1,003+240.0%AddedHistory
EBSEmergent BioSolutions Inc.COM989$8.29K<0.1%+195+24.6%AddedHistory
THRMGentherm IncCOM243$8.29K<0.1%+12+5.2%AddedHistory
CCOICogent Communications Holdings, Inc.COM NEW598$8.30K<0.1%+203+51.4%AddedHistory
INNSummit Hotel Properties, Inc.COM1,186$8.31K<0.1%−92−7.2%ReducedHistory
ETHEGrayscale Ethereum Staking ETFETF652$8.31K<0.1%+316+94.0%AddedHistory
AIRSAirsculpt Technologies, Inc.COM1,848$8.32K<0.1%+247+15.4%AddedHistory
PUBMPubMatic, Inc.COM CL A634$8.32K<0.1%+174+37.8%AddedHistory
BZAIBlaize Holdings, Inc.COM6,044$8.34K<0.1%+4,140+217.4%AddedHistory
MICCMagnum Ice Cream Co N.V.ORD SHS480$8.36K<0.1%−699−59.3%ReducedHistory
VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V.SPON ADR RP 10892$8.36K<0.1%−969−52.1%ReducedHistory
ADMAAdma Biologics, Inc.COM1,000$8.37K<0.1%−6,559−86.8%ReducedHistory
SMASmartStop Self Storage REIT, Inc.COMMON STOCK258$8.39K<0.1%+18+7.5%AddedHistory
LEUCentrus Energy CorpStock50$8.39K<0.1%+12+31.6%AddedHistory
ADTNADTRAN Holdings, Inc.COM604$8.40K<0.1%+138+29.6%AddedHistory
KOPKoppers Holdings Inc.COM188$8.44K<0.1%−28−13.0%ReducedHistory
LOBLive Oak Bancshares, Inc.COM207$8.46K<0.1%−83−28.6%ReducedHistory
WINAWinmark CorpCOM20$8.46K<0.1%+9+81.8%AddedHistory
UAUnder Armour, Inc.CL C1,362$8.47K<0.1%−1,281−48.5%ReducedHistory
CMRCCommerce.com, Inc.COM SER 12,863$8.47K<0.1%+406+16.5%AddedHistory
KAIKadant IncCOM27$8.48K<0.1%00.0%UnchangedHistory
Nushares ETF Tr67092P300NUVEEN ESG LRGVL170$8.50K<0.1%00.0%Unchanged–
BIOBio-Rad Laboratories, Inc.CL A29$8.52K<0.1%−63−68.5%ReducedHistory
iShares Tr46436E569ESG SELECT SCRE150$8.52K<0.1%−10−6.3%Reduced–
PRGPROG Holdings, Inc.Stock183$8.53K<0.1%−134−42.3%ReducedHistory
MGNIMagnite, Inc.COM450$8.54K<0.1%−316−41.3%ReducedHistory
MNDYmonday.com Ltd.SHS118$8.54K<0.1%−307−72.2%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