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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
DKDelek US Holdings, Inc.COM414$21.0K<0.1%−693−62.6%ReducedHistory
Pacer Developed Markets International Cash Cows 100 ETF69374H873ETF505$21.0K<0.1%+2+0.4%Added–
FULTFulton Financial CorpCOM871$21.1K<0.1%−489−36.0%ReducedHistory
IMAXImax CorpCOM531$21.2K<0.1%−580−52.2%ReducedHistory
SEMSelect Medical Holdings CorpCOM1,283$21.2K<0.1%+619+93.2%AddedHistory
NBTBNBT Bancorp IncCOM430$21.2K<0.1%−316−42.4%ReducedHistory
iShares Tr464287291GLOBAL TECH ETF147$21.3K<0.1%+90+157.9%Added–
RYZRyerson Holding CorpCOM866$21.3K<0.1%−617−41.6%ReducedHistory
Amplify ETF Tr032108649AMPLIFY JUNIOR S824$21.4K<0.1%+824New–
PDMPiedmont Realty Trust, Inc.COM CL A2,338$21.4K<0.1%−99−4.1%ReducedHistory
URGNUroGen Pharma Ltd.COM584$21.5K<0.1%−12−2.0%ReducedHistory
WisdomTree Tr97717Y329GLOBAL DEFENSE705$21.5K<0.1%00.0%Unchanged–
ZGZillow Group, Inc.CL A686$21.5K<0.1%−298−30.3%ReducedHistory
CODICompass Diversified HoldingsSH BEN INT2,022$21.6K<0.1%−1,491−42.4%ReducedHistory
NXDRNextdoor Holdings, Inc.COM CL A9,502$21.6K<0.1%−118−1.2%ReducedHistory
LTHLife Time Group Holdings, Inc.COMMON STOCK529$21.6K<0.1%−1,243−70.1%ReducedHistory
BDCBelden Inc.COM181$21.7K<0.1%−237−56.7%ReducedHistory
iShares Tr46429B333GNMA BOND ETF491$21.7K<0.1%−305−38.3%Reduced–
IRTIndependence Realty Trust, Inc.COM1,309$21.8K<0.1%+265+25.4%AddedHistory
OSBCOld Second Bancorp IncCOM937$21.9K<0.1%−625−40.0%ReducedHistory
ICLRIcon PLCCOM126$21.9K<0.1%+48+61.5%AddedHistory
SMSM Energy CoCOM839$21.9K<0.1%−290−25.7%ReducedHistory
GOLFAcushnet Holdings Corp.COM185$21.9K<0.1%−350−65.4%ReducedHistory
Pacer FDS Tr69374H865EMRG MKT CASH828$21.9K<0.1%+3+0.4%Added–
SPDR Index Shs FDS78463X848ST STR ACWI ETF540$22.0K<0.1%+178+49.2%Added–
CSWCSW Industrials, Inc.COM79$22.0K<0.1%+13+19.7%AddedHistory
SONOSonos IncCOM1,626$22.0K<0.1%+498+44.1%AddedHistory
RRRRed Rock Resorts, Inc.CL A339$22.1K<0.1%−45−11.7%ReducedHistory
TROXTronox Holdings plcSHS3,502$22.1K<0.1%+2,617+295.7%AddedHistory
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF252$22.1K<0.1%−127−33.5%Reduced–
UNTYUnity Bancorp IncCOM378$22.2K<0.1%+257+212.4%AddedHistory
LEVILevi Strauss & CoCL A COM STK895$22.2K<0.1%+202+29.1%AddedHistory
American Centy ETF Tr025072182AVANTIS MODERAT306$22.3K<0.1%+2+0.7%Added–
CHWCalamos Global Dynamic Income FundCOM2,500$22.3K<0.1%00.0%UnchangedHistory
iShares Inc464286608MSCI EURZONE ETF321$22.3K<0.1%00.0%Unchanged–
WENWendy's CoStock2,693$22.3K<0.1%−695−20.5%ReducedHistory
RIGTransocean Ltd.REGISTERED SHS4,569$22.3K<0.1%−1,967−30.1%ReducedHistory
SHAKShake Shack Inc.CL A399$22.4K<0.1%+362+978.4%AddedHistory
Motley Fool Small-Cap Growth ETF74933W874ETF620$22.4K<0.1%00.0%Unchanged–
LNNLindsay CorpCOM181$22.4K<0.1%+23+14.6%AddedHistory
MRTNMarten Transport LtdCOM1,292$22.4K<0.1%−278−17.7%ReducedHistory
RDWRRadware LtdORD727$22.4K<0.1%+583+404.9%AddedHistory
J P Morgan Exchange Traded F46641Q779US MOMENTUM263$22.5K<0.1%−204−43.7%Reduced–
CNXCNX Resources CorpCOM663$22.5K<0.1%−831−55.6%ReducedHistory
LEGNLegend Biotech CorpSPONSORED ADS781$22.6K<0.1%+438+127.7%AddedHistory
Sprott ETF Trust85210B201JR GOLD MINERS E300$22.6K<0.1%00.0%Unchanged–
LILAKLiberty Latin America Ltd.COM CL C2,911$22.7K<0.1%−225−7.2%ReducedHistory
PRKPark National CorpCOM124$22.7K<0.1%−4−3.1%ReducedHistory
NMRKNewmark Group, Inc.CL A1,506$22.8K<0.1%+32+2.2%AddedHistory
IESCIES Holdings, Inc.COM31$22.8K<0.1%−47−60.3%ReducedHistory
PEBPebblebrook Hotel TrustCOM1,174$22.8K<0.1%−349−22.9%ReducedHistory
FATEFate Therapeutics IncCOM8,441$22.8K<0.1%+2,871+51.5%AddedHistory
AMCAMC Entertainment Holdings, Inc.CL A NEW12,007$22.8K<0.1%+6,392+113.8%AddedHistory
State Street SPDR S&P 400 Mid Cap Value ETF78464A839ETF241$22.8K<0.1%+75+45.2%Added–
XHRXenia Hotels & Resorts, Inc.COM1,124$22.9K<0.1%+525+87.6%AddedHistory
LABStandard Biotools Inc.COM27,810$22.9K<0.1%+1,344+5.1%AddedHistory
NAVINavient CorpCOM2,693$22.9K<0.1%+1,180+78.0%AddedHistory
RXORXO, Inc.COMMON STOCK834$23.0K<0.1%+138+19.8%AddedHistory
LKFNLakeland Financial CorpCOM373$23.0K<0.1%+120+47.4%AddedHistory
SAHSonic Automotive IncCL A272$23.1K<0.1%+195+253.2%AddedHistory
NICENICE Ltd.SPONSORED ADR254$23.1K<0.1%−128−33.5%ReducedHistory
CIBGrupo Cibest S.A.SPON ADS291$23.1K<0.1%−357−55.1%ReducedHistory
STLAStellantis N.V.SHS4,028$23.1K<0.1%−1,812−31.0%ReducedHistory
CNRCore Natural Resources, Inc.COM SHS289$23.1K<0.1%+101+53.7%AddedHistory
VISTVista Energy, S.A.B. de C.V.SPONSORED ADS363$23.2K<0.1%−149−29.1%ReducedHistory
RALRalliant CorpStock315$23.2K<0.1%+113+55.9%AddedHistory
Invesco Exchange Traded FD T46137V639AI AND NEXT GEN223$23.2K<0.1%00.0%Unchanged–
NRCNRC HealthCOM NEW1,077$23.2K<0.1%−1−0.1%ReducedHistory
SIISprott Inc.COM NEW207$23.3K<0.1%−194−48.4%ReducedHistory
LBLandBridge Co LLCCL A294$23.3K<0.1%−224−43.2%ReducedHistory
INSPInspire Medical Systems, Inc.COM523$23.3K<0.1%−109−17.2%ReducedHistory
YALAYalla Group LtdADS4,251$23.3K<0.1%−5,951−58.3%ReducedHistory
STNEStoneCo Ltd.COM2,153$23.3K<0.1%−552−20.4%ReducedHistory
PAYOPayoneer Global Inc.COM3,281$23.4K<0.1%+501+18.0%AddedHistory
ALITAlight, Inc. / DelawareCOM41,741$23.4K<0.1%+41,741NewHistory
Direxion Shs ETF Tr25460G781DLY GOLD INDX 2X200$23.4K<0.1%00.0%Unchanged–
LILi Auto Inc.SPONSORED ADS1,997$23.4K<0.1%−881−30.6%ReducedHistory
ETOReToro Group Ltd.SHS CL A595$23.5K<0.1%−331−35.7%ReducedHistory
SAFTSafety Insurance Group IncCOM314$23.5K<0.1%−348−52.6%ReducedHistory
SRPTSarepta Therapeutics, Inc.COM1,315$23.6K<0.1%−3,154−70.6%ReducedHistory
VGNTVersigent PLCORDINARY SHARES563$23.7K<0.1%+563NewHistory
HPKHighPeak Energy, Inc.COM3,387$23.7K<0.1%−78−2.3%ReducedHistory
FBKFB Financial CorpCOM428$23.7K<0.1%−478−52.8%ReducedHistory
PSKYParamount Skydance CorpCOM CL B2,406$23.7K<0.1%+1,604+200.0%AddedHistory
OMABCentral North Airport GroupSPON ADR210$23.7K<0.1%−252−54.5%ReducedHistory
CAKECheesecake Factory IncCOM299$23.8K<0.1%+27+9.9%AddedHistory
WisdomTree Tr97717W703INTL EQUITY FD325$23.8K<0.1%00.0%Unchanged–
LZBLa-Z-Boy IncCOM594$23.8K<0.1%+411+224.6%AddedHistory
BFHBread Financial Holdings, Inc.COM220$23.8K<0.1%−284−56.3%ReducedHistory
SBSISouthside Bancshares IncCOM678$23.9K<0.1%−380−35.9%ReducedHistory
BCOBrinks CoCOM253$23.9K<0.1%−289−53.3%ReducedHistory
HVTHaverty Furniture Companies IncCOM938$23.9K<0.1%+240+34.4%AddedHistory
SDRLSEADRILL LtdCOM636$24.1K<0.1%−403−38.8%ReducedHistory
NIONIO Inc.ADR4,779$24.2K<0.1%−3,236−40.4%ReducedHistory
WYNNWynn Resorts LtdCOM249$24.2K<0.1%−189−43.2%ReducedHistory
QXOQXO, Inc.COM NEW1,400$24.2K<0.1%+1,269+968.7%AddedHistory
NUVBNuvation Bio Inc.COM CL A4,264$24.2K<0.1%−37−0.9%ReducedHistory
THFFFirst Financial CorpStock313$24.2K<0.1%−243−43.7%ReducedHistory
PRCTPROCEPT BioRobotics CorpCOM1,078$24.3K<0.1%+351+48.3%AddedHistory
TDAYUSA TODAY Co., Inc.COM2,847$24.3K<0.1%+40+1.4%AddedHistory

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