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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
Capitol Ser Tr14064D519HULL TACTICAL38$1.67K<0.1%+38New–
TBBBBBB Foods IncCL A COM40$1.67K<0.1%+40NewHistory
PXEDPhoenix Education Partners, Inc.COM51$1.68K<0.1%+33+183.3%AddedHistory
Putnam ETF Trust746729300FOCUSED LAR CAP33$1.68K<0.1%+33New–
DHDefinitive Healthcare Corp.CLASS A COM2,028$1.69K<0.1%+824+68.4%AddedHistory
VMDViemed Healthcare, Inc.COM148$1.69K<0.1%−22−12.9%ReducedHistory
MTUSMetallus Inc.COM91$1.70K<0.1%−1,020−91.8%ReducedHistory
AIVApartment Investment & Management CoCL A573$1.70K<0.1%+304+113.0%AddedHistory
FRPTFreshpet, Inc.Stock29$1.72K<0.1%−939−97.0%ReducedHistory
WSEWise Group plcORD SHS CLASS A144$1.72K<0.1%+144NewHistory
RBBNRibbon Communications Inc.COM734$1.72K<0.1%+337+84.9%AddedHistory
IMRXImmuneering CorpCLASS A COM345$1.72K<0.1%00.0%UnchangedHistory
RMRegional Management Corp.COM42$1.73K<0.1%+13+44.8%AddedHistory
FCCOFirst Community CorpCOM53$1.73K<0.1%+25+89.3%AddedHistory
BILLBILL Holdings, Inc.Stock48$1.74K<0.1%−87−64.4%ReducedHistory
SCDLMP Capital & Income Fund Inc.COM111$1.74K<0.1%+111NewHistory
CMDBCostamare Bulkers Holdings LtdCOM SHS99$1.74K<0.1%−124−55.6%ReducedHistory
IKTInhibikase Therapeutics, Inc.COM NEW857$1.74K<0.1%+644+302.3%AddedHistory
TZOOTravelzooCOM NEW149$1.74K<0.1%+63+73.3%AddedHistory
Direxion Shs ETF Tr25460G286TSLA BULL 1.5X123$1.74K<0.1%00.0%Unchanged–
First Tr Exchange-Traded Alp33735B108COM SHS12$1.76K<0.1%00.0%Unchanged–
PBFSPioneer Bancorp, Inc.COM103$1.76K<0.1%−4−3.7%ReducedHistory
AUGOAura Minerals Inc.SHS28$1.76K<0.1%−97−77.6%ReducedHistory
NAGENiagen Bioscience, Inc.COM NEW555$1.77K<0.1%−158−22.2%ReducedHistory
DSGRDistribution Solutions Group, Inc.COM65$1.78K<0.1%−86−57.0%ReducedHistory
HCATHealth Catalyst, Inc.COM896$1.78K<0.1%+309+52.6%AddedHistory
DBIDesigner Brands Inc.CL A307$1.79K<0.1%−172−35.9%ReducedHistory
MVBFMVB Financial CorpCOM62$1.80K<0.1%−266−81.1%ReducedHistory
EUenCore Energy Corp.COM NEW1,374$1.80K<0.1%+143+11.6%AddedHistory
LFVNLifevantage CorpCOM NEW290$1.81K<0.1%+115+65.7%AddedHistory
PLBCPlumas BancorpCOM31$1.81K<0.1%+11+55.0%AddedHistory
EPMEvolution Petroleum CorpCOM494$1.82K<0.1%+370+298.4%AddedHistory
EBMTEagle Bancorp Montana, Inc.COM76$1.82K<0.1%+10+15.2%AddedHistory
BWFGBankwell Financial Group, Inc.COM31$1.82K<0.1%+18+138.5%AddedHistory
FSBWFS Bancorp, Inc.COM42$1.82K<0.1%−272−86.6%ReducedHistory
VTSVitesse Energy, Inc.COMMON STOCK116$1.83K<0.1%+67+136.7%AddedHistory
UAMYUnited States Antimony CorpCOM252$1.83K<0.1%+245+3,500.0%AddedHistory
FNWDFinward BancorpCOM50$1.84K<0.1%−4−7.4%ReducedHistory
CORZCore Scientific, Inc.COM72$1.84K<0.1%−30−29.4%ReducedHistory
BCMLBayCom CorpCOM56$1.84K<0.1%−5,185−98.9%ReducedHistory
FULCFulcrum Therapeutics, Inc.COM504$1.84K<0.1%+95+23.2%AddedHistory
DCGODocGo Inc.COM3,586$1.85K<0.1%+1,400+64.0%AddedHistory
CLARClarus CorpCOM590$1.86K<0.1%+193+48.6%AddedHistory
LUCDLucid Diagnostics Inc.COM1,738$1.86K<0.1%+1,339+335.6%AddedHistory
ALXOAlx Oncology Holdings IncCOM905$1.87K<0.1%00.0%UnchangedHistory
EYPTEyePoint, Inc.COM NEW131$1.87K<0.1%−18−12.1%ReducedHistory
GAMEGameSquare Holdings, Inc.COM4,750$1.88K<0.1%−1,000−17.4%ReducedHistory
UPBUpstream Bio, Inc.COM272$1.88K<0.1%+50+22.5%AddedHistory
OBTCOsprey Bitcoin TrustCommon Stock100$1.88K<0.1%00.0%UnchangedHistory
SHENShenandoah Telecommunications CoCOM125$1.88K<0.1%−28−18.3%ReducedHistory
LOVELovesac CoCOM113$1.89K<0.1%+108+2,160.0%AddedHistory
FMAOFarmers & Merchants Bancorp IncCOM62$1.90K<0.1%+32+106.7%AddedHistory
VCXFundrise Innovation Fund, LLCCOM SHS22$1.90K<0.1%+22NewHistory
PHVSPharvaris N.V.COM55$1.90K<0.1%+55NewHistory
ERIIEnergy Recovery, Inc.COM211$1.90K<0.1%+1+0.5%AddedHistory
SGHTSight Sciences, Inc.COM352$1.91K<0.1%+91+34.9%AddedHistory
KCKingsoft Cloud Holdings LtdADS211$1.91K<0.1%−64−23.3%ReducedHistory
ACELAccel Entertainment, Inc.COM CL A1152$1.92K<0.1%+26+20.6%AddedHistory
GLREGreenlight Capital Re, Ltd.CLASS A119$1.93K<0.1%+16+15.5%AddedHistory
OPRTOportun Financial CorpCOM339$1.94K<0.1%+152+81.3%AddedHistory
NREFNexPoint Real Estate Finance, Inc.COM125$1.94K<0.1%+6+5.0%AddedHistory
LUNGPulmonx CorpCOM1,491$1.94K<0.1%−3,334−69.1%ReducedHistory
ASLEAerSale CorpCOM307$1.94K<0.1%+158+106.0%AddedHistory
CEPUCentral Puerto S.A.SPONSORED ADR131$1.95K<0.1%+77+142.6%AddedHistory
NNOXNano-X Imaging Ltd.ORD SHS1,699$1.97K<0.1%+155+10.0%AddedHistory
BRCBBlack Rock Coffee Bar, Inc.CL A238$1.97K<0.1%+84+54.5%AddedHistory
RVSBRiverview Bancorp IncCOM364$1.98K<0.1%+194+114.1%AddedHistory
PACKRanpak Holdings Corp.COM CL A272$1.99K<0.1%−20−6.8%ReducedHistory
NFENew Fortress Energy Inc.COM CL A5,485$1.99K<0.1%−2,363−30.1%ReducedHistory
Innov Prem Inc 20 Barr-July45783Y582ETP80$1.99K<0.1%00.0%Unchanged–
RIGLRigel Pharmaceuticals IncCOM51$2.00K<0.1%−167−76.6%ReducedHistory
LEGHLegacy Housing CorpCOM76$2.00K<0.1%+41+117.1%AddedHistory
OCGNOcugen, Inc.COM1,305$2.00K<0.1%+55+4.4%AddedHistory
FLXSFlexsteel Industries IncCOM27$2.01K<0.1%+2+8.0%AddedHistory
VanEck ETF Trust92189H409HIGH YLD MUNIETF39$2.02K<0.1%−33−45.8%Reduced–
FENCFennec Pharmaceuticals Inc.COM188$2.02K<0.1%+8+4.4%AddedHistory
MYFWFirst Western Financial IncCOM63$2.02K<0.1%+13+26.0%AddedHistory
NGSNatural Gas Services Group IncCOM47$2.03K<0.1%+17+56.7%AddedHistory
CTOCTO Realty Growth, Inc.COM95$2.04K<0.1%−409−81.2%ReducedHistory
STCStewart Information Services CorpCOM31$2.05K<0.1%−198−86.5%ReducedHistory
CPRICapri Holdings LtdSHS111$2.06K<0.1%+18+19.4%AddedHistory
ALCOAlico, Inc.COM50$2.07K<0.1%−292−85.4%ReducedHistory
NRDYNerdy Inc.CL A COM2,261$2.07K<0.1%+779+52.6%AddedHistory
HFWAHeritage Financial CorpCOM70$2.07K<0.1%−1,917−96.5%ReducedHistory
PAGPPlains GP Holdings LPLTD PARTNR INT A86$2.09K<0.1%00.0%UnchangedHistory
CLPTClearPoint Neuro, Inc.COM117$2.09K<0.1%+21+21.9%AddedHistory
REAXReal REMAX Group Inc.COM NEW1,153$2.10K<0.1%+363+45.9%AddedHistory
OLPOne Liberty Properties IncCOM86$2.10K<0.1%−752−89.7%ReducedHistory
XENEXenon Pharmaceuticals Inc.COM35$2.11K<0.1%−42−54.5%ReducedHistory
NNENano Nuclear Energy Inc.COM100$2.11K<0.1%+22+28.2%AddedHistory
PKOHPark Ohio Holdings CorpCOM55$2.11K<0.1%−6−9.8%ReducedHistory
KLTRKaltura IncCOM1,642$2.13K<0.1%+757+85.5%AddedHistory
CMCLCaledonia Mining Corp PlcSHS NEW112$2.14K<0.1%−1,656−93.7%ReducedHistory
SEPNSepterna, Inc.COM64$2.14K<0.1%−4−5.9%ReducedHistory
CARLCarlsmed, Inc.COM207$2.15K<0.1%+207NewHistory
Direxion Shs ETF Tr25460E307AUSPCE CMD STG66$2.15K<0.1%00.0%Unchanged–
BHBBar Harbor BanksharesCOM57$2.15K<0.1%+43+307.1%AddedHistory
STOKStoke Therapeutics, Inc.COM66$2.16K<0.1%−1,771−96.4%ReducedHistory
BFLYButterfly Network, Inc.COM CL A257$2.16K<0.1%+64+33.2%AddedHistory
GWRSGlobal Water Resources, Inc.COM300$2.17K<0.1%+227+311.0%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 (207)

Positions held at the end of Q1 2026 that are gone from this filing.

The largest 100 of 207 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
Expro Group Holdings N.V.N33462107COM1,936$33.7K<0.1%–
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