EverSource Wealth Advisors, LLC

SEC CIK: 0001710537
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Jul 24, 2026. Long positions only; changes compare share counts with Q1 2026.

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
Security	Class	Shares	Value	% of portfolio	Share change	Action	History
Dimensional ETF Trust25434V807	INTERNATNAL VAL	113,778	$6.15M	0.2%	−4,052−3.4%	Reduced	–
American Centy ETF Tr025072802	INTL SMCP VLU	59,639	$6.15M	0.2%	+4,251+7.7%	Added	–
CRSPCRISPR Therapeutics AG	NAMEN AKT	110,689	$6.04M	0.2%	+21,006+23.4%	Added	History
Pgim ETF Tr69344A784	SHRT DUR HGH YLD	120,121	$5.99M	0.2%	−2,762−2.2%	Reduced	–
TPLTexas Pacific Land Corp	Stock	12,827	$5.61M	0.2%	−416−3.1%	Reduced	History
XOMExxonMobil Holdings Corp	Stock	40,280	$5.51M	0.2%	+40,280	New	History
Vanguard Whitehall FDS921946810	INTL DVD ETF	58,753	$5.49M	0.2%	−2,553−4.2%	Reduced	–
Applied Finance Ivs US Smid ETF26923W108	ETF	183,118	$5.48M	0.2%	−41,671−18.5%	Reduced	–
iShares Core MSCI Eafe ETF46432F842	ETF	56,012	$5.41M	0.2%	−6,504−10.4%	Reduced	–
GLDSPDR Gold Trust	ETF	14,350	$5.29M	0.2%	−1,655−10.3%	Reduced	History
DEDeere & Co	Stock	8,107	$5.14M	0.2%	−775−8.7%	Reduced	History
Vanguard Mun BD FDS922907746	TAX EXEMPT BD	99,806	$5.05M	0.2%	+2,790+2.9%	Added	–
Timothy Plan887432342	U S SM CP CORE	104,830	$5.03M	0.2%	+10,999+11.7%	Added	–
VVisa Inc.	Stock	14,656	$5.03M	0.2%	−4,732−24.4%	Reduced	History
Dimensional World Ex U.S. Core Equity 2 ETF25434V880	ETF	135,598	$5.00M	0.2%	+296+0.2%	Added	–
iShares Tr46434V803	HDG MSCI EAFE	106,214	$4.98M	0.2%	−11,930−10.1%	Reduced	–
Pacer US Large Cap Cash Cows Growth Leaders ETF69374H360	ETF	124,070	$4.98M	0.2%	+17,487+16.4%	Added	–
DHIHorton D R Inc	COM	30,485	$4.97M	0.2%	−12,811−29.6%	Reduced	History
State Street Technology Select Sector SPDR ETF81369Y803	ETF	26,031	$4.96M	0.2%	−904−3.4%	Reduced	–
TSMTaiwan Semiconductor Manufacturing Co Ltd	ADR	10,211	$4.88M	0.2%	−4,482−30.5%	Reduced	History
First Tr Exchange-Traded FD33739Q200	FST LOW OPPT EFT	97,648	$4.86M	0.2%	+9,367+10.6%	Added	–
GSGoldman Sachs Group Inc	Stock	4,796	$4.85M	0.2%	−3,491−42.1%	Reduced	History
American Centy ETF Tr025072604	AVANTIS EMGMKT	49,052	$4.73M	0.2%	−12,099−19.8%	Reduced	–
Vanguard Star FDS921909768	VG TL INTL STK F	54,796	$4.68M	0.2%	−11,140−16.9%	Reduced	–
Schwab US Dividend Equity ETF808524797	ETF	147,028	$4.66M	0.2%	−1,906−1.3%	Reduced	–
Ea Series Trust02072L375	TBG DIVID FO ETF	125,648	$4.58M	0.2%	+20,967+20.0%	Added	–
COSTCostco Wholesale Corp	Stock	4,806	$4.50M	0.2%	−1,523−24.1%	Reduced	History
KLACKLA Corp	COM NEW	14,876	$4.49M	0.2%	−3,054−17.0%	ReducedConverted for a 10-for-1 split	History
NFLXNetflix Inc	Stock	62,835	$4.49M	0.2%	−6,415−9.3%	Reduced	History
SLViShares Silver Trust	ETF	83,287	$4.45M	0.2%	+784+1.0%	Added	History
iShares Inc46434G764	MSCI EMRG CHN	43,515	$4.45M	0.2%	+11,579+36.3%	Added	–
Vanguard World FD921910840	MEGA CAP VAL ETF	26,737	$4.37M	0.1%	−22,834−46.1%	Reduced	–
CATCaterpillar Inc	Stock	4,098	$4.36M	0.1%	−500−10.9%	Reduced	History
CSCOCisco Systems, Inc.	Stock	36,433	$4.28M	0.1%	−4,590−11.2%	Reduced	History
WDCWestern Digital Corp	COM	6,586	$4.21M	0.1%	−1,962−23.0%	Reduced	History
iShares Core S&P Mid-Cap ETF464287507	ETF	54,089	$4.17M	0.1%	+3,303+6.5%	Added	–
JNJJohnson & Johnson	Stock	16,278	$4.13M	0.1%	−6,245−27.7%	Reduced	History
Dimensional ETF Trust25434V831	US HIGH PROF ETF	95,547	$3.99M	0.1%	−11,432−10.7%	Reduced	–
iShares Tr46436E718	0-3 MTH TREASURY	39,365	$3.96M	0.1%	+10,659+37.1%	Added	–
Dimensional U.S. Targeted Value ETF25434V609	ETF	56,377	$3.94M	0.1%	−995−1.7%	Reduced	–
INTCIntel Corp	Stock	27,473	$3.84M	0.1%	−7,961−22.5%	Reduced	History
Vanguard World FD921910816	MEGA GRWTH IND	43,604	$3.83M	0.1%	−43,836−50.1%	ReducedConverted for a 5-for-1 split	–
LRCXLam Research Corp	Stock	8,794	$3.81M	0.1%	−1,215−12.1%	Reduced	History
GEVGE Vernova Inc.	Stock	3,242	$3.81M	0.1%	−164−4.8%	Reduced	History
MSTRStrategy Inc	Stock	43,674	$3.80M	0.1%	−12,187−21.8%	Reduced	History
BRK.ABerkshire Hathaway Inc	CL A	5	$3.74M	0.1%	00.0%	Unchanged	History
iShares Tr46429B655	FLTG RATE NT ETF	72,912	$3.72M	0.1%	+2,935+4.2%	Added	–
KNXKnight-Swift Transportation Holdings Inc.	CL A	46,814	$3.65M	0.1%	−4,356−8.5%	Reduced	History
Vanguard Morningstar Small-Cap Value ETF922908611	ETF	14,841	$3.61M	0.1%	−10,387−41.2%	Reduced	–
Vanguard Morningstar Mid-Cap Value ETF922908512	ETF	18,241	$3.60M	0.1%	−16,640−47.7%	Reduced	–
GEGeneral Electric Co	Stock	9,641	$3.60M	0.1%	−1,758−15.4%	Reduced	History
MASMasco Corp	COM	43,692	$3.56M	0.1%	−1,059−2.4%	Reduced	History
Dimensional ETF Trust25434V658	GLOBAL REAL EST	121,683	$3.53M	0.1%	−41,404−25.4%	Reduced	–
iShares S&P 500 Growth ETF464287309	ETF	25,401	$3.49M	0.1%	−6,729−20.9%	Reduced	–
FCXFreeport-McMoran Inc	Stock	55,030	$3.46M	0.1%	+32,377+142.9%	Added	History
MRKMerck & Co., Inc.	Stock	26,464	$3.40M	0.1%	−4,568−14.7%	Reduced	History
IBITiShares Bitcoin Trust ETF	ETF	100,108	$3.33M	0.1%	+17,376+21.0%	Added	History
JBLJabil Inc	Stock	8,622	$3.32M	0.1%	−6,492−43.0%	Reduced	History
Dimensional U.S. Small Cap ETF25434V500	ETF	40,345	$3.32M	0.1%	−9,134−18.5%	Reduced	–
VanEck ETF Trust92189F106	GOLD MINERS ETF	43,483	$3.28M	0.1%	+339+0.8%	Added	–
iShares Core MSCI Emerging Markets ETF46434G103	ETF	38,361	$3.18M	0.1%	−13,185−25.6%	Reduced	–
PSLVSprott Physical Silver Trust	PHYSICAL SILVER	167,767	$3.17M	0.1%	+30,749+22.4%	Added	History
Victory Portfolios II92647X830	SHS FR CA FL ETF	68,915	$3.15M	0.1%	−24,322−26.1%	Reduced	–
iShares Tr464287622	RUS 1000 ETF	7,609	$3.12M	0.1%	−1,551−16.9%	Reduced	–
SOSouthern Co	Stock	32,514	$3.11M	0.1%	−21,457−39.8%	Reduced	History
iShares Core S&P Small Cap ETF464287804	ETF	20,962	$3.11M	0.1%	+10,691+104.1%	Added	–
MAMastercard Inc	Stock	5,984	$3.07M	0.1%	−1,247−17.2%	Reduced	History
Pacer US Small Cap Cash Cows ETF69374H857	ETF	60,332	$3.05M	0.1%	−8,107−11.8%	Reduced	–
Dimensional ETF Trust25434V864	SHOR DUR FIX ETF	63,021	$3.01M	0.1%	−58,194−48.0%	Reduced	–
MSMorgan Stanley	Stock	14,380	$3.01M	0.1%	−8,694−37.7%	Reduced	History
FIXComfort Systems USA Inc	COM	1,503	$2.98M	0.1%	−228−13.2%	Reduced	History
Dimensional ETF Trust25434V732	EMERGING MKTS CO	72,277	$2.94M	0.1%	−21,987−23.3%	Reduced	–
SSNCSS&C Technologies Holdings Inc	COM	47,035	$2.92M	0.1%	+43,506+1,232.8%	Added	History
SNDKSandisk Corp	COM	1,268	$2.88M	0.1%	−456−26.5%	Reduced	History
ABBVAbbVie Inc.	Stock	11,434	$2.88M	0.1%	−2,393−17.3%	Reduced	History
CLHClean Harbors Inc	COM	9,546	$2.85M	0.1%	−402−4.0%	Reduced	History
Pacer FDS Tr69374H709	GLOBL CASH ETF	64,660	$2.80M	0.1%	+9,143+16.5%	Added	–
Northern LTS FD Tr IV66538H534	INSPIRE 100 ETF	48,190	$2.79M	0.1%	−386−0.8%	Reduced	–
SGISomnigroup International Inc.	COM	35,232	$2.76M	0.1%	+321+0.9%	Added	History
iShares Russell Midcap ETF464287499	ETF	24,452	$2.70M	0.1%	−689−2.7%	Reduced	–
RBB Fund Trust75526L860	TWEEDY BROWNE	181,351	$2.67M	0.1%	+30,069+19.9%	Added	–
iShares Tr464288877	EAFE VALUE ETF	34,800	$2.66M	0.1%	−15,780−31.2%	Reduced	–
Fidelity Covington Tr31609A800	ENHANCED EMRNGS	61,564	$2.62M	0.1%	−17,320−22.0%	Reduced	–
iShares Tr464288158	SHRT NAT MUN ETF	24,610	$2.62M	0.1%	+1,246+5.3%	Added	–
ETNEaton Corp plc	Stock	6,126	$2.61M	0.1%	+2,523+70.0%	Added	History
T Rowe Price Exchange-Traded87283Q107	PRICE BLUE CHIP	51,756	$2.59M	0.1%	+1,657+3.3%	Added	–
Etfis Ser Tr I26923G707	VIRTUS NEWFLEET	112,528	$2.58M	0.1%	+20,640+22.5%	Added	–
iShares Russell 1000 Growth ETF464287614	ETF	20,458	$2.54M	0.1%	−5,322−20.6%	ReducedConverted for a 4-for-1 split	–
Dimensional ETF Trust25434V872	CORE FIXE IN ETF	60,130	$2.54M	0.1%	−43,686−42.1%	Reduced	–
ORCLOracle Corp	Stock	17,035	$2.50M	0.1%	−7,340−30.1%	Reduced	History
PHYSSprott Physical Gold Trust	PHYSICAL GOLD TR	82,485	$2.49M	0.1%	+17,284+26.5%	Added	History
CEGConstellation Energy Corp	Stock	9,756	$2.42M	0.1%	+1,447+17.4%	Added	History
Dimensional ETF Trust25434V575	INTL COR FIX ETF	45,072	$2.42M	0.1%	+611+1.4%	Added	–
iShares Russell 1000 Value ETF464287598	ETF	9,915	$2.40M	0.1%	+527+5.6%	Added	–
BACBank of America Corp	Stock	41,845	$2.38M	0.1%	−5,038−10.7%	Reduced	History
WFCWells Fargo & Company	Stock	28,424	$2.35M	0.1%	−3,027−9.6%	Reduced	History
UNHUnitedHealth Group Inc	Stock	5,620	$2.34M	0.1%	+70+1.3%	Added	History
MPMP Materials Corp.	COM CL A	41,561	$2.33M	0.1%	+39,225+1,679.2%	Added	History
Strategy Shs86280R787	EVENTIDE US MRKT	75,057	$2.30M	0.1%	−10,371−12.1%	Reduced	–
Timothy Plan887432359	US LRGMD CP CORE	45,193	$2.28M	0.1%	−5,317−10.5%	Reduced	–

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
Security	Class	Puts	Calls
Spy 271217C00815000 SPDR S&P 500 ETF Tr CLL Opt 12/27 815.0 Cal7642909UQ	Stock	–	$2.02M
Aapl 271217P00210000 Apple Inc Put Opt 12/27 210.0 Put7769499XX	Stock	$1.36M	–
SPDR S&P 500 ETF Tr Put Opt 03/27 625.0 Put8239199BB	Stock	$821.4K	–
SPYSPDR S&P 500 ETF Trust	ETF	$298.7K	–
SoFi Technologies Inc CLL Opt 12/26 16.0 Cal8592889WW	Stock	–	$8.96K
Summit Therapeutics Inc CLL Opt 10/26 14.0 Cal8500699RN	Stock	–	$7.29K
Snap Inc CLL Opt 10/26 6.0 Cal8500739XR	Stock	–	$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
Security	Class	Shares in Q1 2026	Value in Q1 2026	% of portfolio in Q1 2026	History
XOMExxonMobil Holdings Corp	COM	60,927	$10.3M	0.3%	History
HONHoneywell International Inc	COM	4,901	$1.11M	<0.1%	History
BOILProShares Trust II	ETF	33,534	$540.6K	<0.1%	History
GROBrazil Potash Corp.	COMMON SHARES	138,839	$449.8K	<0.1%	History
Dimensional ETF Trust25434V849	NATL MUN BD ETF	9,215	$441.7K	<0.1%	–
ETF Ser Solutions26922A289	DEFIANCE CONNECT	4,107	$280.0K	<0.1%	–
CTRACoterra Energy Inc.	Stock	7,515	$264.1K	<0.1%	History
SPDR Series Trust78468R622	ST BLOO HIGH ETF	2,390	$228.8K	<0.1%	–
Nextplat Corp Com New68557F100	Stock	580,686	$216.0K	<0.1%	–
TERNTerns Pharmaceuticals, Inc.	COM	3,689	$194.5K	<0.1%	History
MASIMasimo Corp	COM	1,064	$189.3K	<0.1%	History
ALSumisho Air Lease Corp	CL A	2,436	$158.2K	<0.1%	History
Dimensional Ultrashort Fixed Income ETF25434V591	ETF	2,724	$138.1K	<0.1%	–
TRIThomson Reuters Corp	COM NO PAR	1,318	$118.6K	<0.1%	History
HOLXHologic Inc	COM	1,450	$109.6K	<0.1%	History
MCWMister Car Wash, Inc.	COM	15,125	$105.4K	<0.1%	History
PRAProassurance Corp	COM	4,059	$100.3K	<0.1%	History
Franklin Templeton ETF Tr35473P561	FTSE LATN AMRC	3,189	$90.2K	<0.1%	–
OSOneStream, Inc.	CL A	3,626	$87.0K	<0.1%	History
TPHTri Pointe Homes, Inc.	COM	1,756	$82.1K	<0.1%	History
PFLTPennantPark Floating Rate Capital Ltd.	COM	10,001	$80.4K	<0.1%	History
HTBKHeritage Commerce Corp	COM	6,391	$79.8K	<0.1%	History
CSGSCSG Systems International Inc	COM	973	$77.8K	<0.1%	History
OXLCOxford Lane Capital Corp.	COM	7,000	$68.5K	<0.1%	History
USALiberty All Star Equity Fund	SH BEN INT	12,000	$66.6K	<0.1%	History
IAUXi-80 Gold Corp.	COM	43,322	$65.8K	<0.1%	History
American Centy ETF Tr025072372	EMERGING MKT VAL	1,075	$64.5K	<0.1%	–
Clearway Energy, Inc.18539C105	CL A	1,451	$56.8K	<0.1%	–
CWANClearwater Analytics Holdings, Inc.	CL A	2,367	$56.0K	<0.1%	History
APLSApellis Pharmaceuticals, Inc.	COM	1,219	$49.0K	<0.1%	History
SPDR Index Shs FDS78463X541	ST STR NAT ETF	633	$47.3K	<0.1%	–
PSNYPolestar Automotive Holding UK PLC	SPONSORED ADS	2,554	$47.0K	<0.1%	History
SEESealed Air Corp	COM	1,067	$44.9K	<0.1%	History
GTESGates Industrial Corp Ltd.	ORD SHS	1,973	$44.6K	<0.1%	History
DHILDiamond Hill Investment Group Inc	COM NEW	259	$44.6K	<0.1%	History
MAPSWM Technology, Inc.	COM	62,989	$41.5K	<0.1%	History
AVALGrupo Aval Acciones Y Valores S.A.	SPONSORED ADS	8,937	$39.3K	<0.1%	History
FOLDAmicus Therapeutics, Inc.	COM	2,700	$39.0K	<0.1%	History
ABTCAmerican Bitcoin Corp.	COM CL A	40,000	$37.0K	<0.1%	History
ANLAdlai Nortye Group Ltd.	ADS	4,794	$33.2K	<0.1%	History
ProShares Tr74349Y498	ULTRA XRP ETF	8,888	$32.8K	<0.1%	–
American Centy ETF Tr025072885	US EQT ETF	266	$29.6K	<0.1%	–
BAKBraskem SA	SP ADR PFD A	7,704	$28.2K	<0.1%	History
STKLSunOpta Inc.	COM	4,333	$28.1K	<0.1%	History
FFICFlushing Financial Corp	COM	1,797	$27.6K	<0.1%	History
GOFGuggenheim Strategic Opportunities Fund	COM SBI	2,461	$27.1K	<0.1%	History
GPCRStructure Therapeutics Inc.	SPONSORED ADS	558	$26.9K	<0.1%	History
NVRIEnviri Corp	COM	1,315	$25.8K	<0.1%	History
First Tr Exch Traded FD III33739E108	PFD SECS INC ETF	1,402	$24.9K	<0.1%	–
VREVeris Residential, Inc.	COM	1,234	$23.3K	<0.1%	History
SNCYSun Country Airlines Holdings, LLC	COM	1,309	$21.6K	<0.1%	History
PKSTPeakstone Realty Trust	Common Stock	1,014	$21.2K	<0.1%	History
VanEck ETF Trust92189F353	EMERGING MRKT HI	968	$19.1K	<0.1%	–
Carnival Corp Ltd.14365C103	ADR	719	$18.5K	<0.1%	–
Abrdn ETFs003261104	BBRG ALL COMD K1	750	$18.2K	<0.1%	–
iShares Tr464288257	MSCI ACWI ETF	130	$18.0K	<0.1%	–
ALITAlight, Inc. / Delaware	COM CL A	29,702	$17.3K	<0.1%	History
EHABEnhabit, Inc.	COM	1,202	$16.9K	<0.1%	History
American Centy ETF Tr025072364	INTERNATIONAL LR	226	$16.9K	<0.1%	–
KENKenon Holdings Ltd.	SHS	205	$16.9K	<0.1%	History
MHDBlackRock Muniholdings Fund, Inc.	COM	1,490	$16.8K	<0.1%	History
NQPNuveen Pennsylvania Quality Municipal Income Fund	COM	1,350	$16.1K	<0.1%	History
NBTXNanobiotix S.A.	SPONSORED ADS	514	$15.9K	<0.1%	History
TRMDTORM plc	SHS CL A	506	$14.1K	<0.1%	History
NWGLCL Workshop Group Ltd	ADS	16,584	$14.0K	<0.1%	History
DAWNDay One Biopharmaceuticals, Inc.	Stock	637	$13.7K	<0.1%	History
Vanguard S&P 500 Value ETF921932703	ETF	62	$12.7K	<0.1%	–
CVGWCalavo Growers Inc	COM	483	$12.5K	<0.1%	History
CPACCementos Pacasmayo Saa	SPONSORED ADR	1,163	$11.6K	<0.1%	History
BNY Mellon ETF Trust09661T107	US LRG CP CORE	92	$11.5K	<0.1%	–
GDENNew Royal Holdco I Inc.	COM	403	$10.8K	<0.1%	History
UDMYUdemy, Inc.	COM	2,328	$10.8K	<0.1%	History
UUPInvesco DB US Dollar Index Bullish Fund	BULLISH FD	384	$10.7K	<0.1%	History
EWCZEuropean Wax Center, Inc.	CLASS A COM	1,809	$10.5K	<0.1%	History
SLNOSoleno Therapeutics Inc	COM	301	$10.1K	<0.1%	History
LNDBrasilAgro - Brazilian Agricultural Real Estate Co	SPONSORED ADR	2,349	$9.94K	<0.1%	History
ADAGAdagene Inc.	ADS	2,473	$9.69K	<0.1%	History
AKO.BAndina Bottling Co Inc	SPON ADR B	370	$9.33K	<0.1%	History
PHARPharming Group N.V.	SPON ADS	557	$9.27K	<0.1%	History
DAOYoudao, Inc.	SPONSORED ADS	912	$8.96K	<0.1%	History
ACLXArcellx, Inc.	COMMON STOCK	78	$8.95K	<0.1%	History
MQMarqeta, Inc.	CLASS A COM	2,191	$8.94K	<0.1%	History
Goldman Sachs ETF Tr381430453	ACCESS HIG YLD	200	$8.91K	<0.1%	–
HQHorizon Quantum Holdings Ltd.	CL A ORD SHS	1,000	$8.79K	<0.1%	History
MBUUMalibu Boats, Inc.	COM CL A	339	$8.79K	<0.1%	History
FOCLEdap TMS SA	SPONSORED ADR	2,330	$8.67K	<0.1%	History
Sprott FDS Tr85208P303	URANIUM MINERS E	134	$8.46K	<0.1%	–
EVAXEvaxion A/S	ADR	2,266	$8.43K	<0.1%	History
SCOProShares Trust II	ULSHT BLOOMB OIL	1,000	$8.32K	<0.1%	History
Northeast BK Portland Me66405S100	COM	74	$8.32K	<0.1%	–
Bank First Corporation Com05676F108	Stock	60	$8.10K	<0.1%	–
IONRioneer Ltd	ADS	1,888	$8.03K	<0.1%	History
NKTRNektar Therapeutics	COM	111	$7.99K	<0.1%	History
iShares Tr464288174	GL TIMB FORE ETF	111	$7.86K	<0.1%	–
TURBTurbo Energy, S.A.	SPON ADS	2,861	$7.64K	<0.1%	History
SEMRSEMrush Holdings, Inc.	CL A COM	624	$7.45K	<0.1%	History
BBARBanco BBVA Argentina S.A.	SPONSORED ADS	448	$7.20K	<0.1%	History
Invesco Exch Traded FD Tr II46138E263	S&P GBL WATER	109	$6.95K	<0.1%	–
KWKennedy-Wilson Holdings, Inc.	COM	623	$6.74K	<0.1%	History
TGENTecogen Inc.	COM NEW	2,500	$6.40K	<0.1%	History