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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
VELVelocity Financial, Inc.COM50$923<0.1%−54−51.9%ReducedHistory
BLTEBelite Bio, IncSPONSORED ADS6$924<0.1%−1,602−99.6%ReducedHistory
LXULSB Industries, Inc.COM86$930<0.1%−265−75.5%ReducedHistory
ABUSArbutus Biopharma CorpCOM194$931<0.1%+58+42.6%AddedHistory
HNVRHanover Bancorp, Inc.COM40$933<0.1%+29+263.6%AddedHistory
BHCBausch Health Companies Inc.Stock190$937<0.1%−131−40.8%ReducedHistory
NVECNve CorpCOM NEW9$941<0.1%00.0%UnchangedHistory
VERAVera Therapeutics, Inc.CL A22$944<0.1%+17+340.0%AddedHistory
WALDWaldencast plcCOMMON STOCK536$944<0.1%−5,589−91.2%ReducedHistory
MASS908 Devices Inc.COM109$948<0.1%−21−16.2%ReducedHistory
EFSIEagle Financial Services IncCOM23$953<0.1%+4+21.1%AddedHistory
iShares Tr464288612INTRM GOV CR ETF9$955<0.1%+9New–
LMNRLimoneira COCOM73$958<0.1%+13+21.7%AddedHistory
LMRILumexa Imaging Holdings, Inc.COM85$958<0.1%+85NewHistory
PRTAProthena Corp Public Ltd CoSHS98$959<0.1%−62−38.8%ReducedHistory
LKFTLakefront Biotherapeutics NVSPON ADR32$959<0.1%−409−92.7%ReducedHistory
TSHATaysha Gene Therapies, Inc.COM SHS141$960<0.1%00.0%UnchangedHistory
JANXJanux Therapeutics, Inc.COM63$967<0.1%+54+600.0%AddedHistory
Tidal Trust II88636W221DEFIANCE DAILY T130$967<0.1%00.0%Unchanged–
First Tr Exchange-Traded FD33739Q507SSI STRG ETF18$968<0.1%00.0%Unchanged–
CIRCCIRCLE8 Group IncCOM1,055$970<0.1%+953+934.3%AddedHistory
AVIRAtea Pharmaceuticals, Inc.COM209$972<0.1%+118+129.7%AddedHistory
REFIChicago Atlantic Real Estate Finance, Inc.COM91$977<0.1%+64+237.0%AddedHistory
MYPSPLAYSTUDIOS, Inc.CLASS A COM1,959$977<0.1%+1,282+189.4%AddedHistory
AURAAura Biosciences, Inc.COM138$980<0.1%−23−14.3%ReducedHistory
WLTHWealthfront CorpCOM110$984<0.1%+110NewHistory
J P Morgan Exchange Traded F46641Q670CORE PLUS BD ETF21$985<0.1%−76−78.4%Reduced–
FSPFranklin Street Properties CorpCOM1,919$988<0.1%+1,071+126.3%AddedHistory
HCMHUTCHMED (China) LtdSPONSORED ADS92$990<0.1%−252−73.3%ReducedHistory
NVCTNuvectis Pharma, Inc.COM54$993<0.1%+52+2,600.0%AddedHistory
FSTRFoster L B CoCOM22$994<0.1%−18−45.0%ReducedHistory
FRAFFranklin Financial Services CorpCOM16$1.00K<0.1%+5+45.5%AddedHistory
MVISMicrovision, Inc.COM NEW3,061$1.00K<0.1%+900+41.6%AddedHistory
CBCCentral Bancompany, Inc.COM CL A33$1.00K<0.1%+33NewHistory
SEVNSeven Hills Realty TrustCOM119$1.00K<0.1%+93+357.7%AddedHistory
ACNBAcnb CorpCOM17$1.01K<0.1%+5+41.7%AddedHistory
MECMayville Engineering Company, Inc.COM27$1.01K<0.1%+2+8.0%AddedHistory
BPRNPrinceton Bancorp, Inc.COM27$1.02K<0.1%−6−18.2%ReducedHistory
OCTVOctave Intelligence plcStock63$1.03K<0.1%+63NewHistory
TARAProtara Therapeutics, Inc.COM STK269$1.03K<0.1%+139+106.9%AddedHistory
GEF.BGreif, IncCL B11$1.03K<0.1%00.0%UnchangedHistory
SNFCASecurity National Financial CorpCL A NEW107$1.04K<0.1%+20+23.0%AddedHistory
ACNTAscent Industries Co.COM69$1.04K<0.1%+26+60.5%AddedHistory
PMTSCPI Card Group Inc.COM NEW50$1.04K<0.1%+14+38.9%AddedHistory
LULufax Holding LtdSPONSORED ADR789$1.04K<0.1%+378+92.0%AddedHistory
AVRAnteris Technologies Global Corp.COM106$1.04K<0.1%−168−61.3%ReducedHistory
Global X FDS37960A735GBL X BLOCKCHAIN14$1.05K<0.1%00.0%Unchanged–
CRD.ACrawford & CoCL A93$1.05K<0.1%+26+38.8%AddedHistory
FXNCFirst National CorpCOM35$1.05K<0.1%+18+105.9%AddedHistory
ACREAres Commercial Real Estate CorpCOM233$1.05K<0.1%+28+13.7%AddedHistory
RMNIRimini Street, Inc.COM248$1.06K<0.1%+64+34.8%AddedHistory
HLLYHolley Inc.COM415$1.06K<0.1%−247−37.3%ReducedHistory
XOMAXOMA Royalty CorpCOM NEW25$1.06K<0.1%−34−57.6%ReducedHistory
EONREON Resources Inc.COM CL A2,431$1.07K<0.1%+2,431NewHistory
SPDR Index Shs FDS78463X863ST DOW INTL ETF40$1.08K<0.1%−535−93.0%Reduced–
HSHPHimalaya Shipping Ltd.ORD SHS81$1.08K<0.1%+41+102.5%AddedHistory
ABOSAcumen Pharmaceuticals, Inc.COM407$1.09K<0.1%00.0%UnchangedHistory
TLSITriSalus Life Sciences, Inc.COM240$1.09K<0.1%+235+4,700.0%AddedHistory
Nushares ETF Tr67092P607NUVEEN ESG SMLCP21$1.09K<0.1%00.0%Unchanged–
ProShares Tr74347B680S&P MDCP 400 DIV12$1.10K<0.1%00.0%Unchanged–
RDNWRideNow Group, Inc.COM CL B165$1.10K<0.1%−19−10.3%ReducedHistory
ARK Blockchain & Fintech Innovation ETF00214Q708ETF28$1.11K<0.1%00.0%Unchanged–
OTLKOutlook Therapeutics, Inc.Stock696$1.11K<0.1%00.0%UnchangedHistory
ACTGAcacia Research CorpACACIA TCH COM241$1.12K<0.1%+36+17.6%AddedHistory
MKTWMarketwise, Inc.COM NEW CL A63$1.13K<0.1%+15+31.3%AddedHistory
Federated Hermes ETF Trust31423L883ENHANCED INCOME21$1.13K<0.1%00.0%Unchanged–
TCXTucows IncCOM NEW84$1.13K<0.1%+21+33.3%AddedHistory
ATEXAnterix Inc.COM11$1.13K<0.1%+2+22.2%AddedHistory
EOLSEvolus, Inc.COM164$1.14K<0.1%+148+925.0%AddedHistory
SIGASiga Technologies IncCOM315$1.15K<0.1%+113+55.9%AddedHistory
GEVOGevo, Inc.COM PAR765$1.15K<0.1%+25+3.4%AddedHistory
OSWOnespaworld Holdings LtdCOM41$1.16K<0.1%−414−91.0%ReducedHistory
Global X FDS37954Y467E COMMERCE ETF42$1.16K<0.1%00.0%Unchanged–
NLNli Holdings, Inc.COM NEW195$1.16K<0.1%+1+0.5%AddedHistory
AQSTAquestive Therapeutics, Inc.COM281$1.17K<0.1%−1,681−85.7%ReducedHistory
POWWOutdoor Holding CoCOM514$1.17K<0.1%+191+59.1%AddedHistory
SKYXSKYX Platforms Corp.COM1,060$1.17K<0.1%+965+1,015.8%AddedHistory
GAMGeneral American Investors Co IncCOM18$1.18K<0.1%−18−50.0%ReducedHistory
WisdomTree Tr97717W315EMER MKT HIGH FD22$1.18K<0.1%00.0%Unchanged–
FOAFinance of America Companies Inc.CL A NEW43$1.18K<0.1%+40+1,333.3%AddedHistory
USCBUscb Financial Holdings, Inc.CLASS A COM58$1.19K<0.1%+20+52.6%AddedHistory
MLYSMineralys Therapeutics, Inc.COM44$1.19K<0.1%−152−77.6%ReducedHistory
BCAXBicara Therapeutics Inc.COM40$1.19K<0.1%−275−87.3%ReducedHistory
HTZHertz Global Holdings, IncCOM NEW525$1.19K<0.1%−1,845−77.8%ReducedHistory
NWFLNorwood Financial CorpCOM37$1.19K<0.1%+1+2.8%AddedHistory
J P Morgan Exchange Traded F46641Q225BETA CDA ETF NEW12$1.19K<0.1%00.0%Unchanged–
iShares U.S. Medical Devices ETF464288810ETF24$1.19K<0.1%00.0%Unchanged–
ISTRInvestar Holding CorpCOM40$1.20K<0.1%+21+110.5%AddedHistory
KYTXKyverna Therapeutics, Inc.COM135$1.20K<0.1%00.0%UnchangedHistory
LELands' End, Inc.COM115$1.21K<0.1%−9−7.3%ReducedHistory
BOILProShares Trust IIULTRA BLOOMBERG44$1.21K<0.1%+44NewHistory
iShares Inc464286392MSCI WORLD ETF6$1.22K<0.1%00.0%Unchanged–
Invesco Exch Traded FD Tr II46138E628KBW BK ETF13$1.22K<0.1%00.0%Unchanged–
SGRYSurgery Partners, Inc.Stock73$1.23K<0.1%+48+192.0%AddedHistory
ABXAbacus Global Management, Inc.CL A115$1.23K<0.1%−19−14.2%ReducedHistory
ARAYAccuray IncCOM4,787$1.23K<0.1%+3,540+283.9%AddedHistory
Global X FDS37954Y814FINTECH ETF50$1.24K<0.1%00.0%Unchanged–
RPTRithm Property Trust Inc.COM NEW SHS86$1.24K<0.1%+5+6.2%AddedHistory
XPELXPEL, Inc.COM25$1.24K<0.1%−13−34.2%ReducedHistory
IRONDisc Medicine, Inc.COM17$1.24K<0.1%−54−76.1%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