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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
BCXBlackRock Resources & Commodities Strategy TrustSHS14,688$166.1K<0.1%00.0%UnchangedHistory
SPDR Series Trust78468R556SP O&G EXPL PRO1,075$165.8K<0.1%+1,001+1,352.7%Added–
BNBROOKFIELD CorpCL A LTD VT SH3,882$165.3K<0.1%−1,079−21.7%ReducedHistory
AUAngloGold Ashanti PLCCOM SHS2,039$164.9K<0.1%−2,659−56.6%ReducedHistory
KNSLKinsale Capital Group, Inc.Stock500$164.9K<0.1%+397+385.4%AddedHistory
DVADavita Inc.COM736$163.7K<0.1%+150+25.6%AddedHistory
VIRTVirtu Financial, Inc.CL A2,741$163.3K<0.1%+148+5.7%AddedHistory
NXTNextpower Inc.Stock1,370$163.2K<0.1%−2,015−59.5%ReducedHistory
PPGPPG Industries IncStock1,344$163.1K<0.1%−244−15.4%ReducedHistory
APAAPA CorpStock5,002$162.9K<0.1%−480−8.8%ReducedHistory
Invesco Exch TRD SLF Idx FD46138J619RUSL 1000 DYNM2,370$162.4K<0.1%+5+0.2%Added–
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX1,331$161.6K<0.1%−21−1.6%Reduced–
iShares Tr464288638ISHS 5-10YR INVT3,038$161.5K<0.1%−3,083−50.4%Reduced–
TLNTalen Energy CorpCOM418$160.6K<0.1%−64−13.3%ReducedHistory
AWIArmstrong World Industries IncCOM1,001$160.6K<0.1%−1,325−57.0%ReducedHistory
BFAMBright Horizons Family Solutions Inc.COM2,265$160.5K<0.1%−1,900−45.6%ReducedHistory
FFIVF5, Inc.Stock385$160.3K<0.1%−132−25.5%ReducedHistory
CPACopa Holdings, S.A.CL A1,030$160.2K<0.1%−1,308−55.9%ReducedHistory
PIMCO ETF Tr72201R635MUNI INCOME OPP3,500$160.2K<0.1%+3,500New–
SESea LtdSPONSORD ADS1,669$159.9K<0.1%−824−33.1%ReducedHistory
ALNYAlnylam Pharmaceuticals, Inc.COM531$159.8K<0.1%−109−17.0%ReducedHistory
LAURLaureate Education, Inc.COMMON STOCK4,401$159.8K<0.1%−948−17.7%ReducedHistory
AWRAmerican States Water CoCOM1,932$159.6K<0.1%+270+16.2%AddedHistory
NUTXNutex Health Inc.COM934$159.6K<0.1%+61+7.0%AddedHistory
RHIRobert Half Inc.COM5,186$159.2K<0.1%+548+11.8%AddedHistory
TDToronto Dominion BankStock1,310$159.1K<0.1%−716−35.3%ReducedHistory
iShares Core S&P US Value ETF464287663ETF1,444$159.0K<0.1%−365−20.2%Reduced–
ARLOArlo Technologies, Inc.COM11,779$158.8K<0.1%+498+4.4%AddedHistory
NLYAnnaly Capital Management IncREIT7,101$158.8K<0.1%−1,581−18.2%ReducedHistory
Franklin Templeton ETF Tr35473P843FTSE AUSTRALIA4,712$158.6K<0.1%−12,635−72.8%Reduced–
DLTRDollar Tree, Inc.COM1,309$158.3K<0.1%−593−31.2%ReducedHistory
GAPGap IncCOM8,460$158.0K<0.1%−2,824−25.0%ReducedHistory
DARDarling Ingredients Inc.COM2,892$158.0K<0.1%−1,255−30.3%ReducedHistory
SUSuncor Energy IncStock2,943$158.0K<0.1%−931−24.0%ReducedHistory
BBYBest Buy Co IncStock2,080$157.8K<0.1%−2,830−57.6%ReducedHistory
Vanguard Morningstar Small-Cap Growth ETF922908595ETF430$157.4K<0.1%−332−43.6%Reduced–
RSReliance, Inc.COM421$157.3K<0.1%−351−45.5%ReducedHistory
GPIGroup 1 Automotive IncCOM539$156.9K<0.1%−145−21.2%ReducedHistory
BAXBaxter International IncStock7,348$156.7K<0.1%+628+9.3%AddedHistory
GTLBGitlab Inc.CLASS A COM5,131$156.7K<0.1%−2,600−33.6%ReducedHistory
AVAHAveanna Healthcare Holdings, Inc.COM18,278$156.6K<0.1%+726+4.1%AddedHistory
ALABAstera Labs, Inc.Stock324$156.5K<0.1%+86+36.1%AddedHistory
NCNOnCino, Inc.COM9,554$156.2K<0.1%+6,237+188.0%AddedHistory
NDSNNordson CorpCOM517$155.8K<0.1%−121−19.0%ReducedHistory
LADLithia Motors IncCOM536$155.7K<0.1%−86−13.8%ReducedHistory
ATROAstronics CorpCOM1,915$155.6K<0.1%+210+12.3%AddedHistory
VODVodafone Group Public Ltd CoADR11,750$155.4K<0.1%−7,019−37.4%ReducedHistory
RNRRenaissancere Holdings LtdCOM489$155.0K<0.1%−276−36.1%ReducedHistory
FTREFortrea Holdings Inc.COMMON STOCK8,903$154.9K<0.1%−2,033−18.6%ReducedHistory
PIIPolaris Inc.Stock2,252$154.1K<0.1%−1,115−33.1%ReducedHistory
ADSKAutodesk, Inc.COM792$154.0K<0.1%−865−52.2%ReducedHistory
VICRVicor CorpCOM405$153.8K<0.1%−60−12.9%ReducedHistory
APAMArtisan Partners Asset Management Inc.CL A4,452$153.7K<0.1%−584−11.6%ReducedHistory
RGLDRoyal Gold IncStock769$153.5K<0.1%−509−39.8%ReducedHistory
IRIngersoll Rand Inc.COM1,872$153.4K<0.1%−673−26.4%ReducedHistory
PUKPrudential PLCADR5,721$153.4K<0.1%−3,718−39.4%ReducedHistory
PHMPultegroup IncCOM1,116$153.2K<0.1%−659−37.1%ReducedHistory
MRPMillrose Properties, Inc.COM CL A5,070$152.4K<0.1%+602+13.5%AddedHistory
LEALear CorpCOM NEW1,133$151.9K<0.1%−165−12.7%ReducedHistory
PIMCO Active Bond Exchange-Traded Fund72201R775ETF1,645$151.7K<0.1%+5+0.3%Added–
VNOVornado Realty TrustSH BEN INT3,853$151.4K<0.1%+902+30.6%AddedHistory
CNICanadian National Railway CoStock1,270$151.4K<0.1%−407−24.3%ReducedHistory
EXPEagle Materials IncCOM671$151.0K<0.1%+333+98.5%AddedHistory
SPDR Series Trust78464A672ST INTER ETF5,313$150.8K<0.1%−5,275−49.8%Reduced–
MKLMarkel Group Inc.COM77$150.4K<0.1%−22−22.2%ReducedHistory
VVRInvesco Senior Income TrustCOM50,046$150.1K<0.1%00.0%UnchangedHistory
SNASnap-on IncCOM370$149.2K<0.1%−145−28.2%ReducedHistory
ECGEverus Construction Group, Inc.Stock899$149.2K<0.1%−141−13.6%ReducedHistory
WSOWatsco IncCOM358$149.1K<0.1%−85−19.2%ReducedHistory
Pacer Trendpilot 100 ETF69374H303ETF1,681$149.0K<0.1%00.0%Unchanged–
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF2,756$148.9K<0.1%+989+56.0%Added–
GLXYGalaxy Digital Inc.CL A5,446$148.9K<0.1%−5−0.1%ReducedHistory
FFINFirst Financial Bankshares IncCOM4,302$148.9K<0.1%+1,138+36.0%AddedHistory
BlackRock ETF Trust09290C608ISHA WORL EX ETF2,573$148.4K<0.1%−450−14.9%Reduced–
LOGILogitech International S.A.SHS1,576$148.2K<0.1%−909−36.6%ReducedHistory
SLSSELLAS Life Sciences Group, Inc.COM NEW10,039$148.2K<0.1%+10,017+45,531.8%AddedHistory
GEHCGE HealthCare Technologies Inc.Stock2,302$147.3K<0.1%−826−26.4%ReducedHistory
DOCHealthpeak Properties, Inc.COM6,861$146.8K<0.1%+1,679+32.4%AddedHistory
CORTCorcept Therapeutics IncCOM1,687$146.7K<0.1%+1,347+396.2%AddedHistory
PRPermian Resources CorpCLASS A COM7,955$146.4K<0.1%−431−5.1%ReducedHistory
SITESiteOne Landscape Supply, Inc.COM1,278$146.2K<0.1%−1,771−58.1%ReducedHistory
RBB FD Inc74933W536US TREASR 10 YR3,378$145.9K<0.1%+926+37.8%Added–
SHCSotera Health CoCOM8,217$145.9K<0.1%−3,301−28.7%ReducedHistory
DCIDonaldson Co IncStock1,624$145.8K<0.1%−1,691−51.0%ReducedHistory
PINSPinterest, Inc.CL A6,891$144.9K<0.1%+281+4.3%AddedHistory
JJacobs Solutions Inc.COM1,146$144.4K<0.1%−1,165−50.4%ReducedHistory
SAICScience Applications International CorpCOM1,302$143.8K<0.1%−585−31.0%ReducedHistory
EPREpr PropertiesCOM SH BEN INT2,464$142.9K<0.1%−1,080−30.5%ReducedHistory
HLHecla Mining CoCOM9,256$142.8K<0.1%+231+2.6%AddedHistory
ZSZscaler, Inc.Stock1,011$142.7K<0.1%−199−16.4%ReducedHistory
AMAntero Midstream CorpStock6,267$142.6K<0.1%−4,155−39.9%ReducedHistory
QTWOQ2 Holdings, Inc.COM2,964$142.6K<0.1%+122+4.3%AddedHistory
LMATLemaitre Vascular IncCOM1,485$142.5K<0.1%+92+6.6%AddedHistory
FISFidelity National Information Services, Inc.Stock3,656$142.1K<0.1%−5,028−57.9%ReducedHistory
iShares Tr464289420RUS TP200 VL ETF1,351$142.1K<0.1%+288+27.1%Added–
ELANElanco Animal Health IncCOM5,767$141.9K<0.1%−3,648−38.7%ReducedHistory
AGNCAGNC Investment Corp.REIT12,944$141.1K<0.1%−3,329−20.5%ReducedHistory
CLXClorox CoStock1,475$140.8K<0.1%−264−15.2%ReducedHistory
EXRExtra Space Storage Inc.COM965$140.3K<0.1%+104+12.1%AddedHistory
RYAAYRyanair Holdings PLCSPONSORED ADR2,164$140.1K<0.1%−1,279−37.1%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