Portfolio (Quarterly) Guide ↗

EverSource Wealth Advisors, LLC

· CIK 0001710537

13F Portfolio $3.0B AUM 21,449 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds

Q2 2026 · All 226 New 1379 Added 2385 Reduced

Page 59 of 69 · 1,379 positions

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
1161	CLAR	CLARUS CORP NEW COM	Consumer Cyclical	590.0	$2K	—	+193.0	+48.6%	$3.15	+17.7%
1162	DCGO	DOCGO INC COM	Healthcare	3,586.0	$2K	—	+1K	+64.0%	$0.52	-15.8%
1163	FULC	FULCRUM THERAPEUTICS INC COM	Healthcare	504.0	$2K	—	+95.0	+23.2%	$3.66	+4.7%
1164	UAMY	UNITED STATES ANTIMONY CORP COM	Basic Materials	252.0	$2K	—	+245.0	+3500.0%	$7.26	-24.4%
1165	VTS	VITESSE ENERGY INC COMMON STOCK	Energy	116.0	$2K	—	+67.0	+136.7%	$15.77	+8.5%
1166	BWFG	BANKWELL FINL GROUP INC COM	Financial Services	31.0	$2K	—	+18.0	+138.5%	$58.77	+12.8%
1167	EBMT	EAGLE BANCORP MONT INC COM	Financial Services	76.0	$2K	—	+10.0	+15.2%	$23.93	-4.5%
1168	EPM	EVOLUTION PETE CORP COM	Energy	494.0	$2K	—	+370.0	+298.4%	$3.68	-4.1%
1169	PLBC	PLUMAS BANCORP COM	Financial Services	31.0	$2K	—	+11.0	+55.0%	$58.42	+5.3%
1170	LFVN	LIFEVANTAGE CORP COM NEW	Consumer Defensive	290.0	$2K	—	+115.0	+65.7%	$6.24	+7.2%
1171	—	ENCORE ENERGY CORP COM NEW	—	1,374.0	$2K	—	+143.0	+11.6%	$1.31	—
1172	HCAT	HEALTH CATALYST INC COM	Healthcare	896.0	$2K	—	+309.0	+52.6%	$1.99	-23.1%
1173	TZOO	TRAVELZOO COM NEW	Communication Services	149.0	$2K	—	+63.0	+73.3%	$11.68	-42.8%
1174	—	INHIBIKASE THERAPEUTICS INC COM NEW	—	857.0	$2K	—	+644.0	+302.4%	$2.03	—
1175	FCCO	FIRST CMNTY CORP S C COM	Financial Services	53.0	$2K	—	+25.0	+89.3%	$32.70	+3.1%
1176	RM	REGIONAL MGMT CORP COM	Financial Services	42.0	$2K	—	+13.0	+44.8%	$41.19	-17.2%
1177	RBBN	RIBBON COMMUNICATIONS INC COM	Communication Services	734.0	$2K	—	+337.0	+84.9%	$2.34	-13.2%
1178	—	APARTMENT INVT & MGMT CO CL A	—	573.0	$2K	—	+304.0	+113.0%	$2.97	—
1179	DH	DEFINITIVE HEALTHCARE CORP CLASS A COM	Healthcare	2,028.0	$2K	—	+824.0	+68.4%	$0.83	-14.1%
1180	PXED	PHOENIX ED PARTNERS INC COM	Consumer Defensive	51.0	$2K	—	+33.0	+183.3%	$32.84	-13.6%

Page 59 of 69 · 1,379 positions

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① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Technology 33.5%

Financial Services 22.2%

Consumer Cyclical 10.2%

Industrials 9.6%

Healthcare 6.8%

Communication Services 5.4%

Energy 4.0%

Consumer Defensive 2.9%

Utilities 2.2%

Basic Materials 1.7%