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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
SWIMLatham Group, Inc.COM50$324<0.1%−6−10.7%ReducedHistory
PNBKPatriot National Bancorp IncCOM NEW338$324<0.1%+326+2,716.7%AddedHistory
BOOMDMC Global Inc.COM56$325<0.1%+38+211.1%AddedHistory
STRTStrattec Security CorpCOM4$325<0.1%+3+300.0%AddedHistory
ETONEton Pharmaceuticals, Inc.COM9$326<0.1%−29−76.3%ReducedHistory
Vanguard Scottsdale FDS92206C599VNG RUS3000IDX1$331<0.1%−1−50.0%Reduced–
BETRBetter Home & Finance Holding CoCOM NEW CL A12$331<0.1%00.0%UnchangedHistory
LFTLument Finance Trust, Inc.COM361$332<0.1%+89+32.7%AddedHistory
SRBKSR Bancorp, Inc.COM17$335<0.1%+13+325.0%AddedHistory
OGIOrganigram Global Inc.COM337$344<0.1%00.0%UnchangedHistory
YSSYork Space Systems Inc.COM14$345<0.1%+14NewHistory
BFRGBullFrog AI Holdings, Inc.COM486$345<0.1%00.0%UnchangedHistory
JCAPJefferson Capital, Inc.COM18$351<0.1%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V662PHARMACEUTICALS3$355<0.1%00.0%Unchanged–
ASICAtegrity Specialty Insurance Co HoldingsCOM15$360<0.1%00.0%UnchangedHistory
DSGNDesign Therapeutics, Inc.COM25$362<0.1%+15+150.0%AddedHistory
ISPRIspire Technology Inc.COM326$365<0.1%+166+103.8%AddedHistory
CRVOCervoMed Inc.COM118$366<0.1%+118NewHistory
NAMSNewAmsterdam Pharma Co N.V.ORDINARY SHARES11$373<0.1%−1−8.3%ReducedHistory
XPOFXponential Fitness, Inc.COM CL A54$374<0.1%−9−14.3%ReducedHistory
PLXProtalix BioTherapeutics, Inc.COM163$380<0.1%+152+1,381.8%AddedHistory
LPALogistic Properties of the AmericasUSD ORD SHS114$383<0.1%+77+208.1%AddedHistory
ACICAmerican Coastal Insurance CorpCOM35$388<0.1%−55−61.1%ReducedHistory
NCNacco Industries IncCL A8$400<0.1%+4+100.0%AddedHistory
BIRDSmartbird, Inc.CL A NEW100$400<0.1%+100NewHistory
BNTCBenitec Biopharma Inc.COM NEW30$401<0.1%−183−85.9%ReducedHistory
AMPXAmprius Technologies, Inc.COMMON STOCK29$402<0.1%−21−42.0%ReducedHistory
BRBSBlue Ridge Bankshares, Inc.COM114$403<0.1%+108+1,800.0%AddedHistory
ACTUActuate Therapeutics, Inc.COM265$406<0.1%+230+657.1%AddedHistory
KGEIKolibri Global Energy Inc.COM NEW83$413<0.1%+45+118.4%AddedHistory
MNSBMainStreet Bancshares, Inc.COM17$419<0.1%+17NewHistory
HRTXHeron Therapeutics, Inc.COM984$420<0.1%+144+17.1%AddedHistory
AAPGAscentage Pharma Group InternationalSPONSORED ADS24$421<0.1%00.0%UnchangedHistory
ELMDElectromed, Inc.Stock10$423<0.1%+7+233.3%AddedHistory
BSETBassett Furniture Industries IncCOM24$426<0.1%+20+500.0%AddedHistory
AIIAmerican Integrity Insurance Group, Inc.COM23$433<0.1%+13+130.0%AddedHistory
AFRIForafric Global PLCORDINARY SHARES43$433<0.1%−9−17.3%ReducedHistory
USGOU.S. GoldMining Inc.COM54$439<0.1%−4−6.9%ReducedHistory
BURUNuburu, Inc.COMMON STOCK3,444$441<0.1%+3,444NewHistory
ASURAsure Software IncCOM56$444<0.1%+4+7.7%AddedHistory
HNRGHallador Energy CoStock26$452<0.1%−2,045−98.7%ReducedHistory
PESIPerma Fix Environmental Services IncCOM NEW32$457<0.1%+32NewHistory
ECBKECB Bancorp, Inc.COM23$461<0.1%+4+21.1%AddedHistory
HUYAHUYA Inc.ADS REP SHS A201$462<0.1%00.0%UnchangedHistory
IMMPIMMUTEP LtdSPONSORED ADS1,108$462<0.1%+1,108NewHistory
FBYDFalcon's Beyond Global, Inc.COM CL A26$466<0.1%+2+8.3%AddedHistory
J P Morgan Exchange Traded F46641Q191BETA EURO ET NE6$467<0.1%00.0%Unchanged–
AIFAAll In FutureTech Alliance, Inc.COM210$468<0.1%+210NewHistory
DQDaqo New Energy Corp.SPNSRD ADS NEW35$469<0.1%−30−46.2%ReducedHistory
TBRGTruBridge, Inc.COM18$471<0.1%−7−28.0%ReducedHistory
GPMTGranite Point Mortgage Trust Inc.COM STK315$473<0.1%−31−9.0%ReducedHistory
STXSStereotaxis, Inc.COM NEW275$474<0.1%−35−11.3%ReducedHistory
MGPIMGP Ingredients IncCOM27$474<0.1%+11+68.8%AddedHistory
BLFSBiolife Solutions IncCOM NEW17$480<0.1%+2+13.3%AddedHistory
JMSBJohn Marshall Bancorp, Inc.COM22$480<0.1%−69−75.8%ReducedHistory
FRDFriedman Industries IncCOM15$482<0.1%+8+114.3%AddedHistory
Bannix Acquisition Corp066644105COM112$482<0.1%+112New–
SAMGSilvercrest Asset Management Group Inc.CL A48$486<0.1%+4+9.1%AddedHistory
JAKKJakks Pacific IncCOM NEW21$489<0.1%00.0%UnchangedHistory
NNDMNano Dimension Ltd.SPONSORD ADS NEW339$492<0.1%00.0%UnchangedHistory
PIMCO ETF Tr72201R627SR LN ACTIVE ETF10$493<0.1%00.0%Unchanged–
RLYBRallybio CorpCOM31$496<0.1%+31NewHistory
BOEBlackRock Enhanced Global Dividend TrustCOM41$501<0.1%00.0%UnchangedHistory
EMLEastern CoCOM18$501<0.1%+7+63.6%AddedHistory
SNALSnail, Inc.CLASS A COM815$505<0.1%+815NewHistory
FLNAFilana Therapeutics, Inc.COM425$506<0.1%−2,134−83.4%ReducedHistory
HBBHamilton Beach Brands Holding CoCOM CL A22$507<0.1%+8+57.1%AddedHistory
CVGICommercial Vehicle Group, Inc.COM110$508<0.1%−493−81.8%ReducedHistory
IQiQIYI, Inc.SPONSORED ADS490$510<0.1%+8+1.7%AddedHistory
DFDVDeFi Development Corp.COM175$515<0.1%+175NewHistory
GERNGeron CorpCOM403$516<0.1%−114−22.1%ReducedHistory
DERMJourney Medical CorpCOM73$516<0.1%+73NewHistory
BKTIBK Technologies CorpCOM NEW6$516<0.1%+4+200.0%AddedHistory
ZVRAZevra Therapeutics, Inc.COM NEW36$516<0.1%+16+80.0%AddedHistory
FCAPFirst Capital IncCOM8$517<0.1%00.0%UnchangedHistory
VOCVOC Energy TrustTR UNIT180$518<0.1%−180−50.0%ReducedHistory
GENCGencor Industries IncCOM35$522<0.1%−15−30.0%ReducedHistory
AOMRAngel Oak Mortgage REIT, Inc.COM58$527<0.1%+20+52.6%AddedHistory
NOAHNoah Holdings LtdSPON ADS53$529<0.1%00.0%UnchangedHistory
GOGOGogo Inc.COM171$530<0.1%+97+131.1%AddedHistory
FDMT4D Molecular Therapeutics, Inc.COM40$532<0.1%−3−7.0%ReducedHistory
CDLXCardlytics, Inc.COM NEW120$539<0.1%−1−0.7%ReducedConverted for a 1-for-10 splitHistory
QUBTQuantum Computing Inc.COM57$553<0.1%+57NewHistory
STUBStubHub Holdings, Inc.CL A43$553<0.1%+43NewHistory
SIDNational Steel CoSPONSORED ADR608$556<0.1%−14,842−96.1%ReducedHistory
JILLJ.Jill, Inc.COM35$556<0.1%+20+133.3%AddedHistory
PDLBPonce Financial Group, Inc.COMMON STOCK28$558<0.1%+13+86.7%AddedHistory
IHSIHS Holding LtdORD SHS68$560<0.1%+68NewHistory
ARXAccelerant HoldingsCL A48$563<0.1%+48NewHistory
ACUAcme United CorpCOM12$572<0.1%+12NewHistory
ATSATS CorpCOM20$576<0.1%−36−64.3%ReducedHistory
MDAMDA Space Ltd.COM14$578<0.1%+14NewHistory
ABATAmerican Battery Technology CoCOM NEW205$580<0.1%+205NewHistory
FIGRFigure Technology Solutions, Inc.Stock19$584<0.1%−75−79.8%ReducedHistory
Thrivent ETF Trust88588G406SMALL CAP VALUE18$588<0.1%00.0%Unchanged–
BTMDbiote Corp.CLASS A COM313$592<0.1%+265+552.1%AddedHistory
ULHUniversal Logistics Holdings, Inc.COM40$592<0.1%−240−85.7%ReducedHistory
GSITGsi Technology IncCOM77$595<0.1%00.0%UnchangedHistory
NODKNI Holdings, Inc.COM38$598<0.1%+4+11.8%AddedHistory
J P Morgan Exchange Traded F46641Q233BETA DEVE EX ETF10$599<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