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EverSource Wealth Advisors, LLC

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13F filer, CIK 1710537, BIRMINGHAM, AL

EverSource Wealth Advisors, LLC reported $2,968,843,457 across 4,392 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-24. Its ten largest share positions make up 20.29% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001710537-26-000007

Period
2026-06-30
Reported value
$2.97B
Holdings
4,392
Top 10 weight
20.29%
New
224
Sold out
218

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VUGadded+916,671$79M
IWOadded+29,504$11.6M
POOLadded+36,313$7.8M
USIGadded+118,201$6.06M
CGCPadded+256,499$5.72M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VEAreduced-950,578-$67.7M
VTVreduced-262,021-$57.1M
PRXGreduced-889,883-$34.7M
PRXVreduced-922,610-$32.1M
VWOreduced-365,873-$21.8M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Back to all 4,385 share positions

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
SPDR S&P 500 ETF TR CLL OPT…SPDR S&P 500 ETF TR CLL OPT 12/27… Stockcall2,700$2.02M-2,700
APPLE INC PUT OPT 12/27 210…APPLE INC PUT OPT 12/27 210.0 PUT Stockput4,700$1.36M-4,700
SPDR S&P 500 ETF TR PUT OPT…SPDR S&P 500 ETF TR PUT OPT 03/27… Stockput1,100$821K-1,100
SPYSTATE STR SPDR S&P 500 ETF T SHSput400$299K-2,600
SOFI TECHNOLOGIES INC CLL O…SOFI TECHNOLOGIES INC CLL OPT 12/… Stockcall500$8.96Knew
SUMMIT THERAPEUTICS INC CLL…SUMMIT THERAPEUTICS INC CLL OPT 1… Stockcall500$7.29Knew
SNAP INC CLL OPT 10/26 6.0 …SNAP INC CLL OPT 10/26 6.0 CAL Stockcall1,000$4.44Knew

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
XOMEXXON MOBIL CORP60,927$10.3Mshares
HONHONEYWELL INTL INC4,901$1.11Mshares
BOILPROSHARES TR II33,534$541Kshares
GROBRAZIL POTASH CORP138,839$450Kshares
DFNMDIMENSIONAL ETF TRUST9,215$442Kshares
UFOXETF SER SOLUTIONS4,107$280Kshares
CTRACOTERRA ENERGY INC7,515$264Kshares
JNKSPDR SERIES TRUST2,390$229Kshares
DDDUPONT DE NEMOURS INC4,744$217Kshares
NEXTPLAT CORP COM NEWNEXTPLAT CORP COM NEW580,686$216Kshares
TERNTERNS PHARMACEUTICALS INC3,689$194Kshares
MASIMASIMO CORP1,064$189Kshares
AMAZON COM INC CLL OPT 12/2…AMAZON COM INC CLL OPT 12/27 230.…600$173Kcall
ALAIR LEASE CORP2,436$158Kshares
DUSBDIMENSIONAL ETF TRUST2,724$138Kshares
ALPHABET INC CLL OPT 12/27 …ALPHABET INC CLL OPT 12/27 300.0 …600$125Kcall
TRITHOMSON REUTERS CORP1,318$119Kshares
HOLXHOLOGIC INC1,450$110Kshares
MCWMISTER CAR WASH INC15,125$105Kshares
PRAPROASSURANCE CORP4,059$100Kshares
FLLAFRANKLIN TEMPLETON ETF TR3,189$90.2Kshares
OSONESTREAM INC3,626$87Kshares
TPHTRI POINTE HOMES INC1,756$82.1Kshares
PFLTPENNANTPARK FLOATING RATE CA10,001$80.4Kshares
HTBKHERITAGE COMM CORP6,391$79.8Kshares
CSGSCSG SYS INTL INC973$77.8Kshares
OXLCOXFORD LANE CAP CORP7,000$68.5Kshares
USALIBERTY ALL STAR EQUITY FD12,000$66.6Kshares
IAUXI-80 GOLD CORP43,322$65.8Kshares
AVESAMERICAN CENTY ETF TR1,075$64.5Kshares
ASNDASCENDIS PHARMA A/S272$62.2Kshares
CWENACLEARWAY ENERGY INC1,451$56.8Kshares
CWANCLEARWATER ANALYTICS HLDGS I2,367$56Kshares
APLSAPELLIS PHARMACEUTICALS INC1,219$49Kshares
GNRSPDR INDEX SHS FDS633$47.3Kshares
PSNYPOLESTAR AUTOMOTIVE HLDG UK2,554$47Kshares
SEESEALED AIR CORP NEW1,067$44.9Kshares
GTESGATES INDL CORP PLC1,973$44.6Kshares
DHILDIAMOND HILL INVT GROUP INC259$44.6Kshares
MAPSWM TECHNOLOGY INC62,989$41.5Kshares
AVALGRUPO AVAL ACCIONES Y VALORE8,937$39.3Kshares
FOLDAMICUS THERAPEUTIC2,700$39Kshares
ABTCAMERICAN BITCOIN CORP.40,000$37Kshares
EXPRO GROUP HOLDINGS NV COMEXPRO GROUP HOLDINGS NV COM1,936$33.7Kshares
ANLADLAI NORTYE GROUP LTD4,794$33.2Kshares
UXRPPROSHARES TR8,888$32.8Kshares
AVUSAMERICAN CENTY ETF TR266$29.6Kshares
BAKBRASKEM SA7,704$28.2Kshares
STKLSUNOPTA INC4,333$28.1Kshares
FFICFLUSHING FINL CORP1,797$27.6Kshares
GOFGUGGENHEIM STRATEGIC OPPORTU2,461$27.1Kshares
GPCRSTRUCTURE THERAPEUTICS INC558$26.9Kshares
NVRIENVIRI CORP1,315$25.8Kshares
FPEFIRST TR EXCH TRADED FD III1,402$24.9Kshares
VREVERIS RESIDENTIAL INC1,234$23.3Kshares
SNCYSUN CTRY AIRLS HLDGS INC1,309$21.6Kshares
PKSTPEAKSTONE REALTY TRUST1,014$21.2Kshares
HYEMVANECK ETF TRUST968$19.1Kshares
CUKCARNIVAL PLC719$18.5Kshares
BCIABRDN ETFS750$18.2Kshares
ACWIISHARES TR130$18Kshares
ALITALIGHT INC29,702$17.3Kshares
EHABENHABIT INC1,202$16.9Kshares
AVIVAMERICAN CENTY ETF TR226$16.9Kshares
KENKENON HLDGS LTD205$16.9Kshares
MHDBLACKROCK MUNIHOLDINGS FD IN1,490$16.8Kshares
XNQPXNUVEEN PA INVT QUALITY MUN F1,350$16.1Kshares
NBTXNANOBIOTIX514$15.9Kshares
TRMDTORM PLC506$14.1Kshares
NWGLCLASS WORKSHOP GROUP LTD16,584$14Kshares
DAWNDAY ONE BIOPHARMACEUTICALS I637$13.7Kshares
VOOVVANGUARD ADMIRAL FDS INC62$12.7Kshares
CVGWCALAVO GROWERS INC483$12.5Kshares
CPACCEMENTOS PACASMAYO S A A1,163$11.6Kshares
BKLCBNY MELLON ETF TRUST92$11.5Kshares
GDENGOLDEN ENTMT INC403$10.8Kshares
UDMYUDEMY INC2,328$10.8Kshares
UUPINVESCO DB US DLR INDEX TR384$10.7Kshares
EWCZEUROPEAN WAX CTR INC1,809$10.5Kshares
UNITI GROUP INCUNITI GROUP INC1,096$10.3Kshares
SLNOSOLENO THERAPEUTICS INC301$10.1Kshares
LNDBRASILAGRO COMPANHIA BRASILE2,349$9.94Kshares
ADAGADAGENE INC2,473$9.69Kshares
SASEABRIDGE GOLD INC336$9.52Kshares
AKO-BEMBOTELLADORA ANDINA S A370$9.33Kshares
PHARPHARMING GROUP NV557$9.27Kshares
DAOYOUDAO INC912$8.96Kshares
ACLXARCELLX INC78$8.95Kshares
MQMARQETA INC2,191$8.94Kshares
GHYBGOLDMAN SACHS ETF TR200$8.91Kshares
HQHORIZON QUANTUM HOLDINGS LTD1,000$8.79Kshares
MBUUMALIBU BOATS INC339$8.79Kshares
FOCLEDAP TMS S A2,330$8.67Kshares
URNMSPROTT FDS TR134$8.46Kshares
EVAXEVAXION AS2,266$8.43Kshares
SCOPROSHARES TR II1,000$8.32Kshares
NBNNORTHEAST BK PORTLAND ME74$8.32Kshares
BANK FIRST CORPORATION COMBANK FIRST CORPORATION COM60$8.1Kshares
IONRIONEER LTD1,888$8.03Kshares
NEKTAR THERAPEUTICSNEKTAR THERAPEUTICS111$7.99Kshares
WOODISHARES TR111$7.86Kshares
TURBTURBO ENERGY S A2,861$7.64Kshares
SEMRSEMRUSH HLDGS INC624$7.45Kshares
BBARBANCO BBVA ARGENTINA S A448$7.2Kshares
CGWINVESCO EXCH TRADED FD TR II109$6.95Kshares
KWKENNEDY-WILSON HOLDINGS INC623$6.74Kshares
TGENTECOGEN INC NEW2,500$6.4Kshares
PCB BANCORP COMPCB BANCORP COM270$6.07Kshares
IRSA INVERSIONES Y REP S A …IRSA INVERSIONES Y REP S A SPON G…364$5.9Kshares
RIGEL PHARMACEUTICALS INCRIGEL PHARMACEUTICALS INC218$5.89Kshares
XBOCINNOVATOR ETFS TRUST176$5.79Kshares
IMCRIMMUNOCORE HLDGS PLC183$5.52Kshares
AMRNAMARIN CORP PLC376$5.44Kshares
GWXSPDR INDEX SHS FDS126$5.32Kshares
COPPSPROTT FDS TR145$5.18Kshares
EMSMART SH GLOBAL LTD4,207$4.75Kshares
COE51TALK ONLINE EDUCATION GROU238$4.74Kshares
FOUR SEASONS ED CAYMAN INC …FOUR SEASONS ED CAYMAN INC SPON A…382$4.09Kshares
TGLSTECNOGLASS INC87$3.87Kshares
SOLID BIOSCIENCES INC COM N…SOLID BIOSCIENCES INC COM NEW517$3.72Kshares
VTMXVESTA REAL ESTATE CORP102$3.4Kshares
IVAINVENTIVA SA604$3.35Kshares
SVCSERVICE PPTYS TR2,417$3.27Kshares
CONNECT BIOPHARMA HLDGS LTDCONNECT BIOPHARMA HLDGS LTD1,247$3.27Kshares
MDIVFIRST TR EXCHANGE TRADED FD196$3.17Kshares
CGSDCAPITAL GRP FIXED INCM ETF T117$3.02Kshares
THRTHERMON GROUP HLDGS INC59$2.97Kshares
EWXSPDR INDEX SHS FDS43$2.84Kshares
ONTFON24 INC343$2.78Kshares
TGSTRANSPORTADORA DE GAS DEL SU78$2.7Kshares
AVIGAMERICAN CENTY ETF TR64$2.66Kshares
FFWMFIRST FNDTN INC434$2.56Kshares
PERPETUALS.COM LTD SPONSORE…PERPETUALS.COM LTD SPONSORED ADS500$2.48Kshares
WAVEECO WAVE POWER GLOBAL AB341$2.15Kshares
SPIRE GLOBAL, INC.SPIRE GLOBAL, INC.169$2.13Kshares
AMWDAMERICAN WOODMARK CORP50$1.99Kshares
BBLUEA SERIES TRUST129$1.9Kshares
LNKBLINKBANCORP INC223$1.86Kshares
ILITISHARES TR102$1.76Kshares
DMRCDIGIMARC CORP NEW356$1.75Kshares
SIMGRUPO SIMEC SAB DE C V58$1.7Kshares
KALVKALVISTA PHARMACEUTICALS INC79$1.59Kshares
MOBMOBILICOM LTD306$1.57Kshares
SLXVANECK ETF TRUST17$1.56Kshares
FXIISHARES TR40$1.44Kshares
CDLXCARDLYTICS INC1,208$1.27Kshares
AMBER INTL HLDG LTD SPON AD…AMBER INTL HLDG LTD SPON ADS NEW520$1.23Kshares
HELOJ P MORGAN EXCHANGE TRADED F19$1.21Kshares
SWKHSWK HLDGS CORP70$1.19Kshares
STVNSTEVANATO GROUP S P A83$1.14Kshares
HAFNIA LTD SHSHAFNIA LTD SHS137$1.04Kshares
PSQHPSQ HOLDINGS INC1,822$966shares
DNNDENISON MINES CORP271$957shares
SENSSENSEONICS HLDGS INC141$939shares
AGENAGENUS INC274$915shares
PRFDPIMCO ETF TR18$912shares
GILTGILAT SATELLITE NETWORKS LTD59$886shares
MERIDIAN CORP COMMERIDIAN CORP COM46$872shares
LOMALOMA NEGRA C I A S A MTN 1476$843shares
BWLPBW LPG LTD47$816shares
GPIXGOLDMAN SACHS ETF TR16$806shares
YQ17 ED & TECHNOLOGY GROUP INC434$786shares
SNBRQSLEEP NUMBER CORP427$767shares
STGSUNLANDS TECHNOLOGY GROUP202$709shares
SCMBSCHWAB STRATEGIC TR27$692shares
CTLPCANTALOUPE INC62$671shares
IVVDINVIVYD INC514$668shares
ITMVANECK ETF TRUST14$653shares
MAXNQMAXEON SOLAR TECHNOLOGIES LT424$640shares
GDLCGRAYSCALE COINDESK CRYPTO20$624shares
ASPSALTISOURCE PORTFOLIO SOLUTIO94$599shares
NMRANEUMORA THERAPEUTICS INC.298$582shares
VALNVALNEVA SE91$569shares
GLDDGREAT LAKES DREDGE & DOCK CO31$527shares
BQBOQII HLDG LTD664$508shares
CNTACENTESSA PHARMACEUTICALS PLC12$477shares
SUTRO BIOPHARMA INCSUTRO BIOPHARMA INC19$473shares
HYMCHYCROFT MINING HOLDING CORP13$458shares
EAGLE NUCLEAR ENERGY CORP C…EAGLE NUCLEAR ENERGY CORP COM50$384shares
SNDSMART SAND INC74$379shares
INSEEGO CORPINSEEGO CORP32$355shares
CIFMFS INTER HIGH INCOME FD202$327shares
DLODLOCAL LTD24$311shares
DBVTDBV TECHNOLOGIES S A14$292shares
EAFGRAFTECH INTL LTD SR NT42$285shares
BLFYBLUE FOUNDRY BANCORP21$278shares
TWINTWIN DISC INC18$271shares
FCELFUELCELL ENERGY INC41$268shares
XNETXUNLEI LTD47$261shares
METCBRAMACO RES INC25$255shares
EDNEMPRESA DIST Y COMERCIAL NOR8$240shares
GOCOGOHEALTH INC128$192shares
MUXMCEWEN INC.9$184shares
NTZNATUZZI S P A57$174shares
UBFOUNITED SEC BANCSHARES CALIF16$169shares
ZSPCZSPACE INC COM NEW1,442$163shares
PHATPHATHOM PHARMACEUTICALS INC12$134shares
IMNMIMMUNOME INC6$131shares
YANGDIREXION SHARES ETF TRUST4$117shares
MPXMARINE PRODS CORP14$102shares
FLXBINGEX LTD38$101shares
GBILGOLDMAN SACHS ETF TR1$100shares
JUSTGOLDMAN SACHS ETF TR1$93shares
HEREHERE GROUP LTD26$92shares
LXRXLEXICON PHARMACEUTICALS INC48$75shares
NAUTNAUTILUS BIOTECHNOLOGY INC18$70shares
LNZALANZATECH GLOBAL INC4$64shares
GHGGREENTREE HOSPITALITY GROUP51$64shares
BAERBRIDGER AEROSPACE GRP HLDGS22$44shares
X FINL SPONSORED ADSX FINL SPONSORED ADS10$41shares
OPADOFFERPAD SOLUTIONS INC43$28shares
BBAGJ P MORGAN EXCHANGE TRADED F1$26shares
MBAICHECK CAP LTD15$24shares
OCSLOAKTREE SPECIALTY LENDING1$11shares
QRHCQUEST RESOURCE HLDG CORP7$8shares
RILYBRC GROUP HOLDINGS INC1$4shares
HRZNHORIZON TECHNOLOGY FIN CORP0$2shares
ILAGINTELLIGENT LIVING APPLICATI1$2shares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001710537-26-000007 base2026-07-24acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001710537-26-000007 Quarter ended 2026-06-302026-07-24acceptance time not in the bulk data set
13F-HR/A 0001710537-26-000006 Quarter ended 2026-03-312026-05-18acceptance time not in the bulk data set
13F-HR 0001710537-26-000005 Quarter ended 2026-03-312026-05-14acceptance time not in the bulk data set
13F-HR 0001710537-26-000001 Quarter ended 2025-12-312026-02-06acceptance time not in the bulk data set
13F-HR 0001710537-25-000009 Quarter ended 2025-09-302025-11-10acceptance time not in the bulk data set
13F-HR 0001710537-25-000006 Quarter ended 2025-06-302025-08-13acceptance time not in the bulk data set
13F-HR 0001710537-25-000003 Quarter ended 2025-03-312025-05-13acceptance time not in the bulk data set
13F-HR 0001710537-25-000001 Quarter ended 2024-12-312025-02-10acceptance time not in the bulk data set
13F-HR 0001710537-24-000010 Quarter ended 2024-09-302024-11-08acceptance time not in the bulk data set
13F-HR 0001710537-24-000008 Quarter ended 2024-06-302024-08-13acceptance time not in the bulk data set
13F-HR/A 0001710537-24-000007 Quarter ended 2024-03-312024-06-11acceptance time not in the bulk data set
13F-HR 0001710537-24-000003 Quarter ended 2024-03-312024-05-13acceptance time not in the bulk data set
13F-HR 0001710537-24-000001 Quarter ended 2023-12-312024-02-09acceptance time not in the bulk data set
13F-HR 0001710537-23-000006 Quarter ended 2023-09-302023-11-03acceptance time not in the bulk data set
13F-HR 0001710537-23-000004 Quarter ended 2023-06-302023-08-04acceptance time not in the bulk data set
13F-HR 0001710537-23-000003 Quarter ended 2023-03-312023-05-11acceptance time not in the bulk data set
13F-HR 0001710537-23-000001 Quarter ended 2022-12-312023-02-09acceptance time not in the bulk data set
13F-HR 0001710537-22-000010 Quarter ended 2022-09-302022-11-07acceptance time not in the bulk data set
13F-HR 0001905979-22-000005 Quarter ended 2022-06-302022-08-01acceptance time not in the bulk data set
13F-HR 0001710537-22-000008 Quarter ended 2022-03-312022-05-25acceptance time not in the bulk data set
13F-HR/A 0001710537-22-000006 Quarter ended 2021-12-312022-02-17acceptance time not in the bulk data set
13F-HR 0001710537-22-000005 Quarter ended 2021-12-312022-02-07acceptance time not in the bulk data set