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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
VanEck ETF Trust92189F601URANI NUCLE ETF3,817$442.7K<0.1%+125+3.4%Added–
USOUnited States Oil Fund, LPUNITS4,159$442.7K<0.1%+4,072+4,680.5%AddedHistory
LECOLincoln Electric Holdings IncCOM1,664$441.8K<0.1%−311−15.7%ReducedHistory
RBRKRubrik, Inc.Stock5,498$441.4K<0.1%+4,022+272.5%AddedHistory
IVZInvesco Ltd.Stock16,706$440.9K<0.1%−2,563−13.3%ReducedHistory
TXRHTexas Roadhouse, Inc.COM2,279$440.4K<0.1%−352−13.4%ReducedHistory
Vanguard Real Estate ETF922908553ETF4,563$440.0K<0.1%−1,440−24.0%Reduced–
NTNXNutanix, Inc.Stock8,619$439.2K<0.1%−219−2.5%ReducedHistory
Vanguard Mun BD FDS922907696SHORT TAX EXEMPT5,722$438.5K<0.1%+4,150+264.0%Added–
AJGArthur J. Gallagher & Co.COM1,904$437.1K<0.1%−551−22.4%ReducedHistory
KLICKulicke & Soffa Industries IncCOM3,260$436.1K<0.1%+103+3.3%AddedHistory
APPAppLovin CorpCOM CL A845$435.4K<0.1%−26−3.0%ReducedHistory
YOUClear Secure, Inc.COM CL A7,790$434.1K<0.1%+89+1.2%AddedHistory
ITWIllinois Tool Works IncStock1,594$431.1K<0.1%+128+8.7%AddedHistory
CHDChurch & Dwight Co IncCOM4,446$430.7K<0.1%+54+1.2%AddedHistory
IQVIQVIA Holdings Inc.Stock2,227$430.3K<0.1%−731−24.7%ReducedHistory
Vanguard World FD921910709EXTENDED DUR6,600$429.5K<0.1%+6,600New–
GLTRabrdn Precious Metals Basket ETF TrustPHYSCL PRECS MET2,362$427.9K<0.1%+337+16.6%AddedHistory
UTHRUnited Therapeutics CorpCOM789$427.5K<0.1%−305−27.9%ReducedHistory
Invesco Exchange Traded FD T46137V746LARG CAP GRO ETF2,533$426.7K<0.1%−310−10.9%Reduced–
iShares Tr464288414NATIONAL MUN ETF3,962$426.5K<0.1%−454−10.3%Reduced–
UMCUnited Microelectronics CorpSPON ADR NEW15,625$425.2K<0.1%−10,494−40.2%ReducedHistory
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF8,430$424.8K<0.1%+4,561+117.9%Added–
FASTFastenal CoStock8,841$424.6K<0.1%−2,415−21.5%ReducedHistory
TTCToro CoCOM4,346$423.4K<0.1%−1,126−20.6%ReducedHistory
CAGConagra Brands Inc.Stock31,374$422.3K<0.1%+3,362+12.0%AddedHistory
MARMarriott International IncStock1,137$421.4K<0.1%−405−26.3%ReducedHistory
CORCencora, Inc.Stock1,480$418.9K<0.1%−427−22.4%ReducedHistory
COOCooper Companies, Inc.COM5,825$417.7K<0.1%+528+10.0%AddedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF4,982$417.3K<0.1%−25−0.5%Reduced–
VEEVVeeva Systems IncStock2,350$417.1K<0.1%−137−5.5%ReducedHistory
iShares Tr464287150CORE S&P TTL STK2,536$416.6K<0.1%−191−7.0%Reduced–
SPDR Index Shs FDS78463X509ST PORT MARK ETF7,979$413.2K<0.1%−3,517−30.6%Reduced–
BDXBecton Dickinson & CoStock2,729$413.0K<0.1%−1,463−34.9%ReducedHistory
BSXBoston Scientific CorpStock9,651$411.9K<0.1%−3,851−28.5%ReducedHistory
SPOTSpotify Technology S.A.Stock896$411.4K<0.1%−1,013−53.1%ReducedHistory
DINOHF Sinclair CorpCOM5,885$409.9K<0.1%−2,450−29.4%ReducedHistory
MDBMongoDB, Inc.CL A1,219$409.5K<0.1%−351−22.4%ReducedHistory
Fidelity Covington Trust31609A305ENHANCED LARGE9,348$409.0K<0.1%+8+0.1%Added–
TSNTyson Foods, Inc.Stock7,141$408.8K<0.1%−6,827−48.9%ReducedHistory
NTRSNorthern Trust CorpCOM2,351$408.7K<0.1%−614−20.7%ReducedHistory
FDSFactset Research Systems IncStock1,767$406.6K<0.1%+1,077+156.1%AddedHistory
ORealty Income CorpREIT6,528$404.5K<0.1%−2,281−25.9%ReducedHistory
TXTTextron IncCOM4,409$404.4K<0.1%−1,763−28.6%ReducedHistory
HIGHartford Insurance Group, Inc.Stock3,052$404.4K<0.1%−1,147−27.3%ReducedHistory
MKSIMKS IncCOM909$404.3K<0.1%−211−18.8%ReducedHistory
SSentinelOne, Inc.CL A23,805$404.0K<0.1%+1,145+5.1%AddedHistory
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF15,804$403.3K<0.1%−294−1.8%Reduced–
BPBP PLCADR10,910$403.1K<0.1%−3,951−26.6%ReducedHistory
WWDWoodward, Inc.COM943$401.2K<0.1%−197−17.3%ReducedHistory
WECWec Energy Group, Inc.Stock3,434$401.0K<0.1%−1,150−25.1%ReducedHistory
BPOPPopular, Inc.COM NEW2,439$400.4K<0.1%−434−15.1%ReducedHistory
OUNZVanEck Merk Gold ETFGOLD SHS10,355$399.6K<0.1%00.0%UnchangedHistory
SPDR Series Trust78468R523ST STR BL 12 ETF4,019$399.4K<0.1%−10,807−72.9%Reduced–
MOSMosaic CoCOM18,824$398.9K<0.1%−3,626−16.2%ReducedHistory
iShares Tr46436E221ESG AWR MSCI USA11,350$398.5K<0.1%+2,014+21.6%Added–
Franklin Templeton ETF Tr35473P744FTSE JAPAN ETF10,025$398.5K<0.1%−17,951−64.2%Reduced–
CAHCardinal Health IncStock1,675$397.9K<0.1%−326−16.3%ReducedHistory
FLEXFlex Ltd.Stock2,454$397.7K<0.1%−2,373−49.2%ReducedHistory
MCHPMicrochip Technology IncStock4,354$397.1K<0.1%−708−14.0%ReducedHistory
Invesco Exchange Traded FD T46137V233S&P 500 TOP 506,476$396.5K<0.1%00.0%Unchanged–
ONTOOnto Innovation Inc.COM1,047$396.2K<0.1%−142−11.9%ReducedHistory
SAPSAP SEADR2,568$395.8K<0.1%−514−16.7%ReducedHistory
iShares Tr46429B7470-5 YR TIPS ETF3,873$395.6K<0.1%+3,534+1,042.5%Added–
SONYSony Group CorpSPONSORED ADR19,719$395.5K<0.1%−9,062−31.5%ReducedHistory
iShares Tr464287556ISHARES BIOTECH2,074$394.5K<0.1%00.0%Unchanged–
BCSBarclays PLCADR14,680$394.3K<0.1%−5,180−26.1%ReducedHistory
NNNNNN REIT, Inc.REIT8,455$393.4K<0.1%+1,911+29.2%AddedHistory
LAMRLamar Advertising CoREIT2,513$392.0K<0.1%−657−20.7%ReducedHistory
NXPLNextPlat CorpCOM58,067$392.0K<0.1%+58,067NewHistory
iShares Tr46435G409MSCI INTL VLU FT9,354$391.2K<0.1%−3,260−25.8%Reduced–
EGPEastgroup Properties IncCOM1,931$391.0K<0.1%−85−4.2%ReducedHistory
WCCWesco International IncCOM1,129$390.0K<0.1%−328−22.5%ReducedHistory
BTIBritish American Tobacco p.l.c.SPONSORED ADR6,311$389.8K<0.1%−1,345−17.6%ReducedHistory
LYGLloyds Banking Group plcSPONSORED ADR66,821$389.6K<0.1%−42,443−38.8%ReducedHistory
iShares Inc46434G509CUR HD MSCI EM8,669$387.8K<0.1%+8,669New–
ACNAccenture plcStock3,110$387.0K<0.1%+216+7.5%AddedHistory
Invesco Exch Traded FD Tr II46138G706SOLAR ETF6,541$386.9K<0.1%+2,187+50.2%Added–
EFXEquifax IncCOM2,436$386.7K<0.1%−236−8.8%ReducedHistory
EBAYeBay IncCOM3,455$386.1K<0.1%−908−20.8%ReducedHistory
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1738$385.7K<0.1%+45+6.5%AddedHistory
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF3,576$385.6K<0.1%−943−20.9%Reduced–
BlackRock ETF Trust09290C780ISHA I IN TE ETF7,310$385.4K<0.1%−4,328−37.2%Reduced–
WFWoori Financial Group Inc.SPONSORED ADS6,714$385.4K<0.1%−5,911−46.8%ReducedHistory
HONHoneywell International IncStock1,721$385.3K<0.1%+1,721NewHistory
PFNPIMCO Income Strategy Fund IICOM53,514$381.6K<0.1%−1,329−2.4%ReducedHistory
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL3,587$381.3K<0.1%+14+0.4%Added–
HONAHoneywell Aerospace Inc.COM1,724$381.1K<0.1%+1,724NewHistory
METMetlife IncStock4,500$380.7K<0.1%−1,042−18.8%ReducedHistory
NVONovo Nordisk A SADR7,937$380.5K<0.1%−427−5.1%ReducedHistory
EWBCEast West Bancorp IncCOM2,942$379.8K<0.1%−174−5.6%ReducedHistory
MTCHMatch Group, Inc.COM9,969$379.3K<0.1%−2,483−19.9%ReducedHistory
J P Morgan Exchange Traded F46641Q159INCOME ETF8,171$376.3K<0.1%−1,099−11.9%Reduced–
iShares S&P Mid-Cap 400 Value ETF464287705ETF2,532$374.1K<0.1%−698−21.6%Reduced–
KMXCarMax IncCOM7,053$373.0K<0.1%−4,288−37.8%ReducedHistory
Vanguard Emerging Markets Government Bond ETF921946885ETF5,536$372.3K<0.1%+185+3.5%Added–
ECLEcolab Inc.Stock1,330$370.5K<0.1%−678−33.8%ReducedHistory
ULTAUlta Beauty, Inc.Stock820$369.8K<0.1%−850−50.9%ReducedHistory
VMCVulcan Materials COCOM1,253$369.7K<0.1%−61−4.6%ReducedHistory
GLGlobe Life Inc.COM2,068$369.5K<0.1%−298−12.6%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