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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
KRMNKarman Holdings Inc.COMMON STOCK208$10.4K<0.1%−211−50.4%ReducedHistory
GPRKGeoPark LtdUSD SHS1,143$10.4K<0.1%−555−32.7%ReducedHistory
CMPCompass Minerals International IncStock335$10.4K<0.1%−896−72.8%ReducedHistory
VREXVarex Imaging CorpCOM1,000$10.4K<0.1%+195+24.2%AddedHistory
LTMLatam Airlines Group S.A.SPONSORED ADR179$10.4K<0.1%+104+138.7%AddedHistory
RDVTRed Violet, Inc.COM164$10.4K<0.1%+13+8.6%AddedHistory
TALOTalos Energy Inc.COM817$10.5K<0.1%−5,017−86.0%ReducedHistory
VTEXVtexSHS CL A2,640$10.6K<0.1%+570+27.5%AddedHistory
WSCWillScot Holdings CorpCOM CL A366$10.6K<0.1%+119+48.2%AddedHistory
Schwab Strategic Tr808524581GOVERNMENT MONEY105$10.6K<0.1%00.0%Unchanged–
Schwab Strategic Tr8085246985 10YR CORP BD468$10.6K<0.1%−180−27.8%Reduced–
LMNDLemonade, Inc.Stock163$10.6K<0.1%+3+1.9%AddedHistory
WTWisdomTree, Inc.COM629$10.7K<0.1%−764−54.8%ReducedHistory
SDSandridge Energy IncCOM NEW779$10.7K<0.1%−368−32.1%ReducedHistory
Invesco Exch Traded FD Tr II46138G847GBL CLEAN ENRG545$10.7K<0.1%+545New–
WPPWPP plcADR690$10.7K<0.1%+183+36.1%AddedHistory
VIRVir Biotechnology, Inc.COM1,050$10.7K<0.1%−494−32.0%ReducedHistory
TREELendingTree, Inc.COM242$10.7K<0.1%−90−27.1%ReducedHistory
CATYCathay General BancorpCOM173$10.7K<0.1%−388−69.2%ReducedHistory
ETF Ser Solutions26922A404VIDENT INTL EQ276$10.8K<0.1%+260+1,625.0%Added–
PIPRPiper Sandler CompaniesCOM NEW149$10.8K<0.1%−201−57.4%ReducedHistory
HNSTHonest Company, Inc.COM2,950$10.8K<0.1%+348+13.4%AddedHistory
DJCODaily Journal CorpCOM18$10.8K<0.1%+3+20.0%AddedHistory
WisdomTree Tr97717W802ITL HIGH DIV FD200$10.8K<0.1%00.0%Unchanged–
XERSXeris Biopharma Holdings, Inc.COM1,373$10.9K<0.1%−247−15.2%ReducedHistory
BSBRBanco Santander (Brasil) S.A.ADS REP 1 UNIT2,072$10.9K<0.1%−3,732−64.3%ReducedHistory
LBTYKLiberty Global Ltd.COM CL C992$10.9K<0.1%−68−6.4%ReducedHistory
ATRCAtriCure, Inc.COM390$10.9K<0.1%+204+109.7%AddedHistory
CNKCinemark Holdings, Inc.COM344$10.9K<0.1%−210−37.9%ReducedHistory
INGNInogen IncCOM1,693$10.9K<0.1%+684+67.8%AddedHistory
MBINMerchants BancorpCOM219$10.9K<0.1%−391−64.1%ReducedHistory
VanEck Vectors ETF Tr92189F635ISRAEL ETF169$11.0K<0.1%00.0%Unchanged–
RDZNRoadzen Inc.ORD SHS7,510$11.0K<0.1%00.0%UnchangedHistory
PLUSEplus IncCOM132$11.0K<0.1%−66−33.3%ReducedHistory
PRIMPrimoris Services CorpStock111$11.0K<0.1%−2,345−95.5%ReducedHistory
TMETencent Music Entertainment GroupSPON ADS1,319$11.0K<0.1%−586−30.8%ReducedHistory
TLXTelix Pharmaceuticals LtdADS956$11.0K<0.1%−876−47.8%ReducedHistory
PLGOPelagos Insurance Capital LtdCOM453$11.0K<0.1%+111+32.5%AddedHistory
SEDGSolaredge Technologies, Inc.COM189$11.0K<0.1%−130−40.8%ReducedHistory
UEUrban Edge PropertiesCOM483$11.1K<0.1%−580−54.6%ReducedHistory
PAYPaymentus Holdings, Inc.Stock458$11.1K<0.1%−482−51.3%ReducedHistory
PFSProvident Financial Services IncCOM469$11.1K<0.1%−1,049−69.1%ReducedHistory
GABCGerman American Bancorp, Inc.Stock234$11.1K<0.1%+27+13.0%AddedHistory
KROSKeros Therapeutics, Inc.COM1,039$11.1K<0.1%+803+340.3%AddedHistory
NCZVirtus Convertible & Income Fund IICOM NEW700$11.1K<0.1%00.0%UnchangedHistory
SPTSprout Social, Inc.COM CL A1,476$11.1K<0.1%+1,068+261.8%AddedHistory
CECOCeco Environmental CorpCOM123$11.2K<0.1%+5+4.2%AddedHistory
TRIPTripAdvisor, Inc.COM815$11.2K<0.1%+109+15.4%AddedHistory
ETHGrayscale Ethereum Staking Mini ETFSHS NEW744$11.2K<0.1%+318+74.6%AddedHistory
UPSTUpstart Holdings, Inc.COM316$11.2K<0.1%+212+203.8%AddedHistory
ALLOAllogene Therapeutics, Inc.COM5,391$11.2K<0.1%−980−15.4%ReducedHistory
iShares Select U.S. REIT ETF464287564ETF166$11.2K<0.1%+74+80.4%Added–
CRAICra International, Inc.COM79$11.2K<0.1%+10+14.5%AddedHistory
Pgim Rock ETF Tr69420N304US LARGE CAP BUF ADDED332$11.3K<0.1%−141−29.8%Reduced–
VPVInvesco Pennsylvania Value Municipal Income TrustCOM1,000$11.3K<0.1%00.0%UnchangedHistory
VRRMVerra Mobility CorpCL A COM STK2,675$11.4K<0.1%+1,814+210.7%AddedHistory
SLVMSylvamo CorpCOMMON STOCK301$11.4K<0.1%−142−32.1%ReducedHistory
OBKOrigin Bancorp, Inc.COM223$11.4K<0.1%−325−59.3%ReducedHistory
LTCLTC Properties IncREIT298$11.5K<0.1%+24+8.8%AddedHistory
AIC3.ai, Inc.Stock1,261$11.5K<0.1%+66+5.5%AddedHistory
Dimensional ETF Trust25434V856INFLATION PROTE279$11.5K<0.1%+279New–
APOGApogee Enterprises, Inc.COM252$11.5K<0.1%−53−17.4%ReducedHistory
Fidelity MSCI Energy Index ETF316092402ETF390$11.5K<0.1%+3+0.8%Added–
CVICVR Energy IncCOM419$11.5K<0.1%−683−62.0%ReducedHistory
FMBHFirst Mid Bancshares, Inc.COM240$11.5K<0.1%+10+4.3%AddedHistory
Nushares ETF Tr67092P201NUVEEN ESG LRGCP99$11.6K<0.1%00.0%Unchanged–
KLCKinderCare Learning Companies, Inc.COM2,729$11.6K<0.1%+1,998+273.3%AddedHistory
GHMGraham CorpCOM94$11.6K<0.1%+35+59.3%AddedHistory
SHOOSteven Madden, Ltd.COM277$11.7K<0.1%−460−62.4%ReducedHistory
Tidal Tr II88636V728NICHOLAS CRYPTO750$11.7K<0.1%00.0%Unchanged–
FGF&G Annuities & Life, Inc.COMMON STOCK440$11.7K<0.1%−1,032−70.1%ReducedHistory
CTRICenturi Holdings, Inc.COM SHS387$11.7K<0.1%+106+37.7%AddedHistory
RYANRyan Specialty Holdings, Inc.CL A310$11.7K<0.1%−131−29.7%ReducedHistory
LGIHLGI Homes, Inc.COM184$11.7K<0.1%−18−8.9%ReducedHistory
PSECProspect Capital CorpCOM5,074$11.7K<0.1%+2,059+68.3%AddedHistory
OPRAOpera LtdSPONSORED ADS592$11.7K<0.1%+402+211.6%AddedHistory
IDTIdt CorpCL B NEW202$11.7K<0.1%+137+210.8%AddedHistory
CARECarter Bankshares, Inc.COM NEW346$11.8K<0.1%−136−28.2%ReducedHistory
NNNextnav Inc.COMMON STOCK660$11.8K<0.1%−865−56.7%ReducedHistory
KOSKosmos Energy Ltd.COM5,588$11.8K<0.1%+1,608+40.4%AddedHistory
SXCSunCoke Energy, Inc.COM1,465$11.8K<0.1%+218+17.5%AddedHistory
Kraneshares Trust500767306CSI CHI INTERNET483$11.8K<0.1%−2,000−80.5%Reduced–
RPDRapid7, Inc.COM1,460$11.8K<0.1%+835+133.6%AddedHistory
RESRPC IncCOM2,030$11.8K<0.1%−707−25.8%ReducedHistory
CPFCentral Pacific Financial CorpCOM NEW310$11.8K<0.1%−1,437−82.3%ReducedHistory
MCRIMonarch Casino & Resort IncCOM90$11.8K<0.1%−150−62.5%ReducedHistory
TASKTaskUs, Inc.CLASS A COM2,533$11.9K<0.1%+1,991+367.3%AddedHistory
EXKEndeavour Silver CorpCOM1,436$11.9K<0.1%−457−24.1%ReducedHistory
DFHDream Finders Homes, Inc.COM CL A691$11.9K<0.1%+475+219.9%AddedHistory
Flexshares Tr33939L779DISCP DUR MBS579$11.9K<0.1%00.0%Unchanged–
BMAMacro Bank Inc.SPON ADR B129$11.9K<0.1%−105−44.9%ReducedHistory
FINVFinVolution GroupSPONSORED ADS2,495$12.0K<0.1%−501−16.7%ReducedHistory
MSGEMadison Square Garden Entertainment Corp.COM CL A148$12.0K<0.1%+53+55.8%AddedHistory
NVAXNovavax IncCOM NEW1,273$12.0K<0.1%+920+260.6%AddedHistory
GXOGXO Logistics, Inc.Stock237$12.0K<0.1%−85−26.4%ReducedHistory
WisdomTree Tr97717X701EUROPE HEDGED EQ211$12.0K<0.1%−61−22.4%Reduced–
OXMOxford Industries IncCOM345$12.0K<0.1%+280+430.8%AddedHistory
ATMUAtmus Filtration Technologies Inc.COM236$12.0K<0.1%−18−7.1%ReducedHistory
MATWMatthews International CorpCL A448$12.1K<0.1%−278−38.3%ReducedHistory
iShares Inc464286632MSCI ISRAEL ETF100$12.1K<0.1%00.0%Unchanged–

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