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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
OSISOsi Systems IncCOM1,362$297.9K<0.1%−243−15.1%ReducedHistory
Unified Ser Tr90470L469ONEASCENT EMGRG5,932$295.9K<0.1%+2,377+66.9%Added–
CMCanadian Imperial Bank of CommerceCOM2,568$295.3K<0.1%−564−18.0%ReducedHistory
ULUnilever PLCSPON ADR NEW4,904$294.8K<0.1%−3,701−43.0%ReducedHistory
BKHBlack Hills CorpCOM3,962$294.8K<0.1%+1,483+59.8%AddedHistory
VRSKVerisk Analytics, Inc.COM1,640$294.4K<0.1%+401+32.4%AddedHistory
EXEExpand Energy CorpCOM3,227$294.3K<0.1%−1,700−34.5%ReducedHistory
EGOEldorado Gold CorpCOM9,447$293.7K<0.1%−769−7.5%ReducedHistory
ULSUL Solutions Inc.CLASS A COM SHS2,878$293.2K<0.1%−428−12.9%ReducedHistory
VanEck Morningstar Wide Moat ETF92189F643ETF2,812$292.3K<0.1%+30+1.1%Added–
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR12,385$292.0K<0.1%−20,449−62.3%ReducedHistory
iShares Russell Top 200 Growth ETF464289438ETF1,004$291.8K<0.1%+187+22.9%Added–
IBNIcici Bank LtdADR10,025$291.0K<0.1%−10,232−50.5%ReducedHistory
ARWArrow Electronics, Inc.COM1,363$290.9K<0.1%−217−13.7%ReducedHistory
Innovator ETFs Trust45782C789US EQTY BUFR JUL5,352$290.7K<0.1%−1,673−23.8%Reduced–
AIGAmerican International Group, Inc.Stock3,889$289.9K<0.1%−1,350−25.8%ReducedHistory
MFGMizuho Financial Group IncSPONSORED ADR30,079$288.2K<0.1%−10,323−25.6%ReducedHistory
American Centy ETF Tr025072232AVANTIS ALL EQT2,900$287.4K<0.1%+29+1.0%Added–
NGGNational Grid PLCSPONSORED ADR NE3,464$287.0K<0.1%−1,252−26.5%ReducedHistory
LFUSLittelfuse IncCOM630$286.9K<0.1%−259−29.1%ReducedHistory
PCARPaccar IncCOM2,379$285.8K<0.1%−1,189−33.3%ReducedHistory
NTAPNetApp, Inc.Stock1,844$285.4K<0.1%−698−27.5%ReducedHistory
GVAGranite Construction IncCOM1,801$284.7K<0.1%−124−6.4%ReducedHistory
Vanguard Health Care ETF92204A504ETF951$284.3K<0.1%−232−19.6%Reduced–
Vanguard Morningstar Large-Cap ETF922908637ETF824$283.4K<0.1%+257+45.3%Added–
DRIDarden Restaurants IncCOM1,369$282.1K<0.1%+274+25.0%AddedHistory
IMOImperial Oil LtdCOM NEW2,516$281.8K<0.1%−1,820−42.0%ReducedHistory
DOWDow Inc.Stock10,300$281.8K<0.1%−3,234−23.9%ReducedHistory
CCEPCoca-Cola Europacific Partners plcSHS2,811$281.3K<0.1%−2,966−51.3%ReducedHistory
iShares Tr46428865310-20 YR TRS ETF2,795$280.4K<0.1%−1,121−28.6%Reduced–
T Rowe Price Exchange-Traded87283Q867CAP APPRECIATION6,820$280.3K<0.1%00.0%Unchanged–
EXCExelon CorpStock6,003$279.8K<0.1%−1,447−19.4%ReducedHistory
Hartford FDS Exchange Traded41653L859HARTFORD QUALITY8,962$279.7K<0.1%00.0%Unchanged–
AZZAzz IncCOM1,802$279.5K<0.1%−159−8.1%ReducedHistory
J P Morgan Exchange Traded F46641Q852INTL BD OPP ETF5,759$278.4K<0.1%+1,631+39.5%Added–
LWLamb Weston Holdings, Inc.Stock6,444$278.3K<0.1%−569−8.1%ReducedHistory
ITGartner IncCOM2,145$278.0K<0.1%−573−21.1%ReducedHistory
WRBBerkley W R CorpCOM3,936$277.6K<0.1%−876−18.2%ReducedHistory
ARAntero Resources CorpCOM7,872$276.6K<0.1%+540+7.4%AddedHistory
TREXTrex Co IncCOM5,508$275.6K<0.1%−357−6.1%ReducedHistory
CUBECubeSmartREIT6,920$275.2K<0.1%+4,419+176.7%AddedHistory
RACEFerrari N.V.COM739$275.2K<0.1%−163−18.1%ReducedHistory
iShares U.S. Treasury Bond ETF46429B267ETF12,078$275.1K<0.1%−1,788−12.9%Reduced–
DOCUDocuSign, Inc.Stock6,180$274.5K<0.1%+1,963+46.5%AddedHistory
IBKRInteractive Brokers Group, Inc.Stock3,152$274.4K<0.1%−7,043−69.1%ReducedHistory
iShares Tr464288281JPMORGAN USD EMG2,840$273.9K<0.1%−105−3.6%Reduced–
STLDSteel Dynamics IncCOM1,187$272.3K<0.1%−1,105−48.2%ReducedHistory
GLDMWorld Gold TrustSPDR GLD MINIS3,427$272.2K<0.1%+924+36.9%AddedHistory
Advisorshares Tr00768Y768STAR GLOB BUYW5,171$271.7K<0.1%−29−0.6%Reduced–
AKAMAkamai Technologies IncCOM2,292$270.9K<0.1%−64−2.7%ReducedHistory
Listed FDS Tr53656F599SWAN HEDGED EQTY10,157$270.8K<0.1%−8,289−44.9%Reduced–
JAZZJazz Pharmaceuticals plcSHS USD1,122$270.4K<0.1%−398−26.2%ReducedHistory
ProShares Tr74347X831ULTRAPRO QQQ3,338$270.3K<0.1%+1,334+66.6%Added–
FLSFlowserve CorpCOM3,642$270.1K<0.1%−1,603−30.6%ReducedHistory
FSSLFS Specialty Lending FundCOM SH BEN INT24,174$269.5K<0.1%00.0%UnchangedHistory
NWSANews CorpCL A10,840$269.2K<0.1%+2,541+30.6%AddedHistory
BUDAnheuser-Busch InBev SA/NVADR3,248$267.6K<0.1%−1,214−27.2%ReducedHistory
COINCoinbase Global, Inc.COM CL A1,826$266.9K<0.1%−87−4.5%ReducedHistory
CBOECboe Global Markets, Inc.COM1,098$266.6K<0.1%−232−17.4%ReducedHistory
GPNGlobal Payments IncStock3,662$265.7K<0.1%−2,526−40.8%ReducedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF2,754$265.7K<0.1%−347−11.2%Reduced–
iShares Core S&P U.S. Growth ETF464287671ETF1,411$265.4K<0.1%−1,202−46.0%Reduced–
DDominion Energy, IncStock3,886$265.3K<0.1%−3,004−43.6%ReducedHistory
HPQHP IncStock12,080$265.0K<0.1%+1,943+19.2%AddedHistory
OTISOtis Worldwide CorpStock3,688$264.1K<0.1%+1,070+40.9%AddedHistory
ALNTAllient IncCOM2,565$264.0K<0.1%+276+12.1%AddedHistory
CNPCenterpoint Energy IncCOM5,989$263.8K<0.1%+168+2.9%AddedHistory
FFord Motor CoStock18,888$262.5K<0.1%+174+0.9%AddedHistory
CINFCincinnati Financial CorpCOM1,413$261.6K<0.1%−658−31.8%ReducedHistory
HMCHonda Motor Co LtdADR ECH CNV IN 39,646$261.5K<0.1%−4,099−29.8%ReducedHistory
AFRMAffirm Holdings, Inc.COM CL A3,203$261.2K<0.1%+482+17.7%AddedHistory
NSPInsperity, Inc.COM6,311$260.7K<0.1%+2,918+86.0%AddedHistory
HUBBHubbell IncCOM497$260.1K<0.1%+71+16.7%AddedHistory
iShares Tips Bond ETF464287176ETF2,377$260.1K<0.1%+1,934+436.6%Added–
AREAlexandria Real Estate Equities, Inc.COM4,904$259.2K<0.1%+2,182+80.2%AddedHistory
STMSTMicroelectronics N.V.NY REGISTRY3,452$258.5K<0.1%−1,841−34.8%ReducedHistory
COHRCoherent Corp.COM655$258.4K<0.1%−21−3.1%ReducedHistory
TAKTakeda Pharmaceutical Co LtdADR16,089$257.9K<0.1%−9,807−37.9%ReducedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF2,605$257.9K<0.1%−1,168−31.0%Reduced–
KMBKimberly Clark CorpStock2,348$257.8K<0.1%−107−4.4%ReducedHistory
BBarrick Mining CorpStock7,007$257.4K<0.1%−1,014−12.6%ReducedHistory
CHTChunghwa Telecom Co LtdSPON ADR NEW115,808$257.1K<0.1%−5,551−48.9%ReducedHistory
OMFOneMain Holdings, Inc.COM4,203$256.3K<0.1%+627+17.5%AddedHistory
ALGNAlign Technology IncCOM1,519$256.2K<0.1%−233−13.3%ReducedHistory
CDWCDW CorpCOM1,816$255.4K<0.1%−88−4.6%ReducedHistory
FRFirst Industrial Realty Trust IncCOM4,133$253.4K<0.1%−859−17.2%ReducedHistory
OHIOmega Healthcare Investors IncCOM5,305$252.9K<0.1%−279−5.0%ReducedHistory
HEIHeico CorpCOM708$252.3K<0.1%−112−13.7%ReducedHistory
RBLXRoblox CorpStock4,632$251.9K<0.1%−379−7.6%ReducedHistory
LENLennar CorpCL A2,776$251.3K<0.1%−1,179−29.8%ReducedHistory
NXPINXP Semiconductors N.V.COM894$251.2K<0.1%−198−18.1%ReducedHistory
Neos ETF Trust78433H303NEOS S&P 500 HI4,729$251.1K<0.1%+654+16.0%Added–
IDXXIDEXX Laboratories IncCOM476$250.6K<0.1%−244−33.9%ReducedHistory
USFDUS Foods Holding Corp.COM2,449$250.5K<0.1%−2,004−45.0%ReducedHistory
BABAAlibaba Group Holding LtdADR2,608$250.3K<0.1%−470−15.3%ReducedHistory
PFGPrincipal Financial Group IncCOM2,321$250.2K<0.1%−809−25.8%ReducedHistory
LLoews CorpCOM2,207$249.9K<0.1%−1,020−31.6%ReducedHistory
IPInternational Paper CoCOM6,548$249.5K<0.1%−3,488−34.8%ReducedHistory
ORIOld Republic International CorpCOM6,097$249.5K<0.1%−5,854−49.0%ReducedHistory
BRBroadridge Financial Solutions, Inc.Stock1,821$249.4K<0.1%−886−32.7%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