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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
AOSLAlpha & Omega Semiconductor LtdSHS57$2.70K<0.1%+19+50.0%AddedHistory
WOLFWolfspeed, Inc.COMMON STOCK56$2.70K<0.1%+2+3.7%AddedHistory
TGBTrekor Metals LtdCOM393$2.70K<0.1%+393NewHistory
OGCOceanaGold CorpCOM108$2.71K<0.1%+108NewHistory
BLNDBlend Labs, Inc.CL A1,590$2.72K<0.1%−277−14.8%ReducedHistory
BRCCBRC Inc.COM CL A2,451$2.72K<0.1%+622+34.0%AddedHistory
HRIHerc Holdings IncCOM19$2.72K<0.1%−91−82.7%ReducedHistory
EGYVaalco Energy IncCOM NEW537$2.73K<0.1%−112−17.3%ReducedHistory
CCUUnited Breweries Co IncSPONSORED ADR244$2.73K<0.1%−2,292−90.4%ReducedHistory
CLNEClean Energy Fuels Corp.COM1,333$2.73K<0.1%+477+55.7%AddedHistory
SGHCSuper Group (SGHC) LtdORD SHS202$2.74K<0.1%−885−81.4%ReducedHistory
DDD3D Systems CorpCOM NEW908$2.74K<0.1%+220+32.0%AddedHistory
CHAChagee Holdings Ltd.SPONSORED ADS230$2.77K<0.1%+230NewHistory
LXEOLexeo Therapeutics, Inc.COM594$2.77K<0.1%−207−25.8%ReducedHistory
PALProficient Auto Logistics, IncCOM407$2.77K<0.1%−24−5.6%ReducedHistory
ATNIATN International, Inc.COM105$2.78K<0.1%−393−78.9%ReducedHistory
BKKTBakkt, Inc.COM CL A NEW358$2.80K<0.1%−200−35.8%ReducedHistory
HROWHarrow, Inc.COM66$2.80K<0.1%00.0%UnchangedHistory
AORTArtivion, Inc.COM125$2.81K<0.1%+50+66.7%AddedHistory
SIDUSidus Space Inc.CLASS A COM1,000$2.81K<0.1%00.0%UnchangedHistory
SRIStoneridge IncCOM385$2.82K<0.1%−21−5.2%ReducedHistory
USARUSA Rare Earth, Inc.Stock131$2.83K<0.1%+131NewHistory
NPWRNet Power Inc.COM CL A1,692$2.83K<0.1%+764+82.3%AddedHistory
SLDBSolid Biosciences Inc.COM NEW283$2.83K<0.1%+283NewHistory
STRZStarz Entertainment CorpCOM98$2.83K<0.1%+1+1.0%AddedHistory
GRSDGRANDSTAND LtdORDINARY SHARES1,495$2.84K<0.1%+942+170.3%AddedHistory
Invesco Exchange Traded FD T46137V118GBL LISTED PVT51$2.85K<0.1%+1+2.0%Added–
INMBInmune Bio, Inc.COM1,754$2.86K<0.1%+816+87.0%AddedHistory
IRMDIradimed CorpCOM30$2.87K<0.1%+7+30.4%AddedHistory
Unified Ser Tr90470L527ONEASCENT LARGE70$2.87K<0.1%00.0%Unchanged–
QTEXQTREX Quantum Ltd.SHS2,000$2.88K<0.1%+2,000NewHistory
EWTXEdgewise Therapeutics, Inc.COM71$2.88K<0.1%−104−59.4%ReducedHistory
ATKRAtkore Inc.COM38$2.89K<0.1%−16−29.6%ReducedHistory
Innovator ETFs Tr45783Y830US EQTY ACCELRTD80$2.89K<0.1%00.0%Unchanged–
RZLTRezolute, Inc.COM NEW556$2.89K<0.1%+511+1,135.6%AddedHistory
NVRIEnviri CorpCOM132$2.90K<0.1%+132NewHistory
BKSYBlackSky Technology Inc.CL A NEW104$2.90K<0.1%−33−24.1%ReducedHistory
PROPPrairie Operating Co.Stock4,026$2.90K<0.1%+2,783+223.9%AddedHistory
MEDMedifast IncCOM274$2.91K<0.1%+115+72.3%AddedHistory
First Tr Exchng Traded FD VI33740F730FT VEST US EQT62$2.92K<0.1%00.0%Unchanged–
CGNTCognyte Software Ltd.ORD SHS333$2.92K<0.1%+333NewHistory
ARCTArcturus Therapeutics Holdings Inc.COM436$2.93K<0.1%+325+292.8%AddedHistory
OVLYOak Valley BancorpCOM87$2.94K<0.1%+4+4.8%AddedHistory
PAYSPaysign, Inc.COM360$2.95K<0.1%−740−67.3%ReducedHistory
AIRIAir Industries GroupCOM NEW977$2.95K<0.1%00.0%UnchangedHistory
Nushares ETF Tr67092P508NUVEEN ESG MIDVL68$2.96K<0.1%00.0%Unchanged–
TSBKTimberland Bancorp IncCOM66$2.96K<0.1%−456−87.4%ReducedHistory
JHXJames Hardie Industries plcStock113$2.96K<0.1%−153−57.5%ReducedHistory
ELFe.l.f. Beauty, Inc.COM40$2.96K<0.1%−673−94.4%ReducedHistory
ALGAlamo Group IncCOM18$2.96K<0.1%−44−71.0%ReducedHistory
RCELAVITA Medical, Inc.COM717$2.96K<0.1%+433+152.5%AddedHistory
Direxion Shs ETF Tr25490K323SP BIOTCH BL NEW10$2.96K<0.1%−75−88.2%Reduced–
DOLEDole plcORD SHS216$2.96K<0.1%−3,294−93.8%ReducedHistory
MHMcGraw Hill, Inc.COM313$2.96K<0.1%−301−49.0%ReducedHistory
VSTMVerastem, Inc.COM NEW777$2.97K<0.1%+300+62.9%AddedHistory
COCOVita Coco Company, Inc.COM45$2.98K<0.1%−319−87.6%ReducedHistory
VZLAVizsla Silver Corp.COM NEW903$2.98K<0.1%−797−46.9%ReducedHistory
CWBCCommunity West BancsharesCOM111$2.98K<0.1%+12+12.1%AddedHistory
CHMGChemung Financial CorpCOM40$2.98K<0.1%+2+5.3%AddedHistory
RBCAARepublic Bancorp IncCL A33$2.98K<0.1%−12−26.7%ReducedHistory
XEX-Energy, Inc.COM CL A163$2.99K<0.1%+163NewHistory
GETYGetty Images Holdings, Inc.CL A COM3,500$3.01K<0.1%+2,172+163.6%AddedHistory
UNFIUnited Natural Foods IncCOM66$3.01K<0.1%−659−90.9%ReducedHistory
ATLOAmes National CorpCOM102$3.02K<0.1%+13+14.6%AddedHistory
RGCRegencell Bioscience Holdings LtdORDINARY SHARES498$3.03K<0.1%−420−45.8%ReducedHistory
BGSB&G Foods, Inc.COM764$3.04K<0.1%−1,712−69.1%ReducedHistory
Innovator ETFs Trust45783Y343INNOVATOR INTL D100$3.04K<0.1%00.0%Unchanged–
EVHEvolent Health, Inc.CL A562$3.05K<0.1%+191+51.5%AddedHistory
EPACEnerpac Tool Group CorpCL A COM85$3.05K<0.1%+50+142.9%AddedHistory
QTTBQ32 Bio Inc.COM240$3.06K<0.1%−4,400−94.8%ReducedHistory
ONITOnity Group Inc.COM NEW77$3.06K<0.1%−87−53.0%ReducedHistory
AMPHAmphastar Pharmaceuticals, Inc.COM152$3.07K<0.1%+128+533.3%AddedHistory
EVLVEvolv Technologies Holdings, Inc.COM CL A533$3.09K<0.1%+86+19.2%AddedHistory
RNAAtrium Therapeutics, Inc.COM230$3.09K<0.1%+226+5,650.0%AddedHistory
NUSNu Skin Enterprises, Inc.CL A586$3.09K<0.1%−1,977−77.1%ReducedHistory
LIONLionsgate Studios Corp.COM203$3.11K<0.1%−252−55.4%ReducedHistory
VERXVertex, Inc.Stock272$3.12K<0.1%−46−14.5%ReducedHistory
DHCDiversified Healthcare TrustCOM SH BEN INT336$3.13K<0.1%+197+141.7%AddedHistory
BORRBorr Drilling LtdSHS758$3.13K<0.1%−91−10.7%ReducedHistory
ELVRElevra Lithium LtdSPONSORED ADS46$3.13K<0.1%−21−31.3%ReducedHistory
KIDSOrthopediatrics CorpCOM164$3.14K<0.1%+158+2,633.3%AddedHistory
Invesco Exch Traded FD Tr II46138E784EMRNG MKT SVRG145$3.14K<0.1%−536−78.7%Reduced–
Nushares ETF Tr67092P888NUVEEN ESG EMRGN74$3.14K<0.1%00.0%Unchanged–
AMRZAmrize LtdSHS59$3.15K<0.1%−54−47.8%ReducedHistory
BCALCalifornia BanCorpCOM151$3.15K<0.1%−719−82.6%ReducedHistory
HAPNHappen, Inc.COM NEW152$3.15K<0.1%−35−18.7%ReducedHistory
SKILSkillsoft Corp.CL A609$3.15K<0.1%+327+116.0%AddedHistory
SRADSportradar Group AGCLASS A ORD SHS211$3.16K<0.1%+211NewHistory
FOURShift4 Payments, Inc.CL A65$3.16K<0.1%−191−74.6%ReducedHistory
NRIMNorthrim Bancorp IncCOM114$3.16K<0.1%−519−82.0%ReducedHistory
VanEck ETF Trust92189F437FALLEN ANGEL HG108$3.17K<0.1%−639−85.5%Reduced–
HAINHain Celestial Group IncCOM5,667$3.17K<0.1%+1,557+37.9%AddedHistory
ANNXAnnexon, Inc.COM559$3.19K<0.1%−32−5.4%ReducedHistory
First Tr Exchange-Traded FD33734X200DJ GLBL DIVID100$3.20K<0.1%00.0%Unchanged–
Franklin Templeton ETF Tr35473P819FTSE CHINA157$3.21K<0.1%−2,205−93.4%Reduced–
SUPNSupernus Pharmaceuticals, Inc.COM69$3.21K<0.1%−4,790−98.6%ReducedHistory
Janus Detroit STR Tr47103U845HENDRSON AAA CL64$3.23K<0.1%+48+300.0%Added–
FFFutureFuel Corp.COM717$3.24K<0.1%+524+271.5%AddedHistory
LFMDLifeMD, Inc.COM789$3.26K<0.1%+543+220.7%AddedHistory
PONYPony AI Inc.SPONSORED ADS471$3.27K<0.1%+275+140.3%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