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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
LTBRLIGHTBRIDGE CorpCOM247$2.17K<0.1%+193+357.4%AddedHistory
Pacer FDS Tr69374H287METAURUS NASDAQ50$2.18K<0.1%00.0%Unchanged–
BHRBraemar Hotels & Resorts Inc.COM1,014$2.19K<0.1%−2,730−72.9%ReducedHistory
GOSSGossamer Bio, Inc.COM13,325$2.19K<0.1%+7,368+123.7%AddedHistory
BSVNBank7 Corp.COM45$2.20K<0.1%+2+4.7%AddedHistory
NMFCNew Mountain Finance CorpCOM308$2.21K<0.1%00.0%UnchangedHistory
SEATVivid Seats Inc.COM CL A339$2.21K<0.1%+234+222.9%AddedHistory
PNNTPennantpark Investment CorpCOM638$2.21K<0.1%−1−0.2%ReducedHistory
DCTHDelcath Systems, Inc.COM NEW176$2.22K<0.1%+106+151.4%AddedHistory
ZLABZai Lab LtdADR117$2.22K<0.1%−67−36.4%ReducedHistory
OSGOctave Specialty Group IncCOM NEW360$2.25K<0.1%+123+51.9%AddedHistory
CVLGCovenant Logistics Group, Inc.CL A51$2.25K<0.1%+4+8.5%AddedHistory
TVGrupo Televisa, S.A.B.SPON ADR REP ORD832$2.25K<0.1%−3,978−82.7%ReducedHistory
CFBKCF Bankshares Inc.COM69$2.26K<0.1%−5−6.8%ReducedHistory
CNXNPC Connection IncCOM31$2.26K<0.1%−10−24.4%ReducedHistory
VENUVenu Holding CorpCOM1,000$2.27K<0.1%+999+99,900.0%AddedHistory
AKBAAkebia Therapeutics, Inc.COM1,997$2.28K<0.1%+1,470+278.9%AddedHistory
PSNLPersonalis, Inc.COM170$2.28K<0.1%−2−1.2%ReducedHistory
iShares Tr46435G250HIGH YLD SYSTM B49$2.29K<0.1%−3−5.8%Reduced–
BVSBioventus Inc.COM CL A243$2.29K<0.1%−755−75.7%ReducedHistory
CBLLCeribell, Inc.COM118$2.29K<0.1%−93−44.1%ReducedHistory
PBYIPuma Biotechnology, Inc.COM284$2.30K<0.1%−76−21.1%ReducedHistory
MTWManitowoc Co IncCOM NEW166$2.31K<0.1%−110−39.9%ReducedHistory
DOMOHuckleberry.ai, Inc.Stock737$2.31K<0.1%−246−25.0%ReducedHistory
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF21$2.32K<0.1%+21New–
RYAMRayonier Advanced Materials Inc.COM295$2.32K<0.1%−435−59.6%ReducedHistory
FVCBFVCBankcorp, Inc.COM133$2.33K<0.1%+48+56.5%AddedHistory
VNOMViper Energy, Inc.CL A55$2.33K<0.1%−255−82.3%ReducedHistory
PNRGPrimeenergy Resources CorpCOM14$2.34K<0.1%+9+180.0%AddedHistory
Pgim ETF Tr69344A206ACTV HY BD ETF67$2.34K<0.1%−17−20.2%Reduced–
AEBIAebi Schmidt Holding AGCOM187$2.35K<0.1%−117−38.5%ReducedHistory
RCKYRocky Brands, Inc.COM57$2.35K<0.1%−7−10.9%ReducedHistory
MAMAMama's Creations, Inc.COM132$2.36K<0.1%+5+3.9%AddedHistory
Capital Grp Fixed Incm ETF T14020Y508CORE BOND ETF90$2.36K<0.1%00.0%Unchanged–
PCRXPacira BioSciences, Inc.COM93$2.36K<0.1%−367−79.8%ReducedHistory
RMRRMR Group Inc.CL A115$2.36K<0.1%−547−82.6%ReducedHistory
FDBCFidelity D & D Bancorp IncCOM46$2.37K<0.1%−217−82.5%ReducedHistory
GSBDGoldman Sachs BDC, Inc.SHS250$2.37K<0.1%00.0%UnchangedHistory
VYGRVoyager Therapeutics, Inc.COM683$2.39K<0.1%+262+62.2%AddedHistory
HURATuHURA Biosciences, Inc.COM1,023$2.39K<0.1%−144−12.3%ReducedHistory
VLGEAVillage Super Market IncCL A NEW57$2.40K<0.1%−1−1.7%ReducedHistory
METCRamaco Resources, Inc.COM CL A183$2.42K<0.1%+168+1,120.0%AddedHistory
JBSJBS N.V.ADR205$2.42K<0.1%+17+9.0%AddedHistory
LLYVALiberty Live Holdings, Inc.COM SER A24$2.43K<0.1%+4+20.0%AddedHistory
CMPXCompass Therapeutics, Inc.COM1,114$2.44K<0.1%−5,028−81.9%ReducedHistory
Natixis ETF Trust II63875W406NATIXIS LOOMIS58$2.45K<0.1%+58New–
WisdomTree Tr97717W851JAPN HEDGE EQT14$2.45K<0.1%00.0%Unchanged–
LENZLENZ Therapeutics, Inc.COM432$2.45K<0.1%+272+170.0%AddedHistory
DYNDyne Therapeutics, Inc.COM111$2.46K<0.1%−4−3.5%ReducedHistory
SBSWSibanye Stillwater LtdSPONSORED ADR291$2.47K<0.1%−10,641−97.3%ReducedHistory
NPBNorthpointe Bancshares IncCOM SHS129$2.47K<0.1%+21+19.4%AddedHistory
AVOMission Produce, Inc.COM210$2.48K<0.1%−802−79.2%ReducedHistory
COFSChoiceone Financial Services IncCOM73$2.48K<0.1%+54+284.2%AddedHistory
UTMDUtah Medical Products IncCOM36$2.48K<0.1%+2+5.9%AddedHistory
CPSCooper-Standard Holdings Inc.COM92$2.49K<0.1%−22−19.3%ReducedHistory
Nushares ETF Tr67092P409NUVEEN ESG MIDCP53$2.49K<0.1%00.0%Unchanged–
NFBKNorthfield Bancorp, Inc.COM169$2.49K<0.1%−1,499−89.9%ReducedHistory
SBGISinclair, Inc.CL A175$2.50K<0.1%−42−19.4%ReducedHistory
NTGRNetgear, Inc.COM107$2.50K<0.1%+13+13.8%AddedHistory
RNSTRenasant CorpCOM59$2.51K<0.1%−368−86.2%ReducedHistory
OPRXOptimizeRx CorpCOM NEW439$2.51K<0.1%+236+116.3%AddedHistory
TCPCBlackRock TCP Capital Corp.COM750$2.52K<0.1%00.0%UnchangedHistory
CURVTorrid Holdings Inc.COM1,352$2.53K<0.1%+832+160.0%AddedHistory
MNRMach Natural Resources LPCOM UN LT PA IN200$2.53K<0.1%00.0%UnchangedHistory
INDIindie Semiconductor, Inc.CLASS A COM563$2.53K<0.1%−273−32.7%ReducedHistory
ADEAAdeia Inc.COM77$2.54K<0.1%+5+6.9%AddedHistory
BBWBuild-A-Bear Workshop IncCOM83$2.54K<0.1%−178−68.2%ReducedHistory
SPDR Series Trust78468R739ST NUVE TERM ETF53$2.54K<0.1%−1,174−95.7%Reduced–
OSUROrasure Technologies IncCOM572$2.55K<0.1%+317+124.3%AddedHistory
TSSITSS, Inc.COM208$2.56K<0.1%−56−21.2%ReducedHistory
MDLNMedline Inc.COM CL A65$2.56K<0.1%+21+47.7%AddedHistory
NNNNAnbio BiotechnologySHS CL A187$2.56K<0.1%−79−29.7%ReducedHistory
KMTSKestra Medical Technologies, Ltd.SHS101$2.57K<0.1%+25+32.9%AddedHistory
AKTSAktis Oncology, Inc.COM80$2.58K<0.1%+80NewHistory
TBITrueBlue, Inc.COM370$2.58K<0.1%+222+150.0%AddedHistory
BFSSaul Centers, Inc.COM69$2.58K<0.1%−235−77.3%ReducedHistory
ETHWBitwise Ethereum ETFSHS229$2.58K<0.1%−1,935−89.4%ReducedHistory
ZVIAZevia PBCCL A1,586$2.59K<0.1%+971+157.9%AddedHistory
CDZICadiz IncCOM NEW621$2.60K<0.1%−142−18.6%ReducedHistory
CHYMChime Financial, Inc.COM SHS CL A127$2.60K<0.1%−212−62.5%ReducedHistory
TBPHTheravance Biopharma, Inc.COM153$2.60K<0.1%−699−82.0%ReducedHistory
XRPNArmada Acquisition Corp. IICOM250$2.60K<0.1%00.0%UnchangedHistory
GBTGGlobal Business Travel Group, Inc.COM CL A278$2.61K<0.1%+184+195.7%AddedHistory
AMALAmalgamated Financial Corp.COM57$2.62K<0.1%−23−28.7%ReducedHistory
BELFABel Fuse IncCL A9$2.62K<0.1%+7+350.0%AddedHistory
KEELKeel Infrastructure Corp.COM SHS457$2.62K<0.1%+457NewHistory
Fidelity Covington Trust316092303CONSMR STAPLES50$2.63K<0.1%00.0%Unchanged–
ALECAlector, Inc.COM1,309$2.63K<0.1%+422+47.6%AddedHistory
FLGTFulgent Genetics, Inc.COM129$2.65K<0.1%+108+514.3%AddedHistory
MBXMBX Biosciences, Inc.COM48$2.65K<0.1%+23+92.0%AddedHistory
PGENPrecigen, Inc.COM466$2.66K<0.1%−1,549−76.9%ReducedHistory
PMLPIMCO Municipal Income Fund IICOM350$2.66K<0.1%00.0%UnchangedHistory
LAWCS Disco, Inc.COM706$2.67K<0.1%+173+32.5%AddedHistory
AKRAcadia Realty TrustCOM SH BEN INT128$2.68K<0.1%−1,895−93.7%ReducedHistory
First BK Williamstown New Je31931U102COM151$2.68K<0.1%+58+62.4%Added–
FIGFigma, Inc.Stock148$2.68K<0.1%+58+64.4%AddedHistory
CARSCars.com Inc.COM245$2.68K<0.1%+164+202.5%AddedHistory
MYOMyomo, Inc.COM NEW2,579$2.68K<0.1%+1,252+94.3%AddedHistory
Invesco Exch Traded FD Tr II46138G631NASDAQNXTGEN10059$2.69K<0.1%00.0%Unchanged–
HLMNHillman Solutions Corp.COM319$2.69K<0.1%−266−45.5%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 (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