EverSource Wealth Advisors, LLC
CIK 1710537 · Holdings on Mar 31, 2026 · First reported May 18, 2026
Top ten holdings
Q1 2026- VUG4.88%
- VEA3.84%
- VTV3.83%
- PRXG2.41%
- PRXV2.24%
- AAPL1.98%
- IAU1.80%
- NVDA1.46%
- BSV1.35%
- BIL1.34%
Share classes counted separately25.13%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VEAWeight increased · +1.42 pp2.42% → 3.84%Shares +910.88K (+86.77%)
- VUGWeight increased · +1.41 pp3.47% → 4.88%Shares +172.87K (+89.67%)
- VTVWeight increased · +1.36 pp2.47% → 3.83%Shares +287.19K (+81.80%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 25
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VUGVANGUARD MRNGSTAR GR ETF-SUIETF View history and evidence | $159.72M | 4.88% | 365.67K shares | 3.47% → 4.88%+1.41 pp +172.87K (+89.67%) | Added | ↗▾ |
| 02 | VEAVANGUARD FTSE DEVELOPED ETFETF View history and evidence | $125.64M | 3.84% | 1.96M shares | 2.42% → 3.84%+1.42 pp +910.88K (+86.77%) | Added | ↗▾ |
| 03 | VTVVANGUARD MRNGSTR VAL ETF-AUIETF View history and evidence | $125.23M | 3.83% | 638.27K shares | 2.47% → 3.83%+1.36 pp +287.19K (+81.80%) | Added | ↗▾ |
| 04 | PRXGPRAXIS IMPACT LARGE CAP ETFETF View history and evidence | $78.85M | 2.41% | 2.40M shares | 1.81% → 2.41%+0.60 pp +1.05M (+78.11%) | Added | ↗▾ |
| 05 | PRXVPRAXIS IMP LARGE CAP VAL ETFETF View history and evidence | $73.45M | 2.24% | 2.36M shares | 1.54% → 2.24%+0.70 pp +986.74K (+71.72%) | Added | ↗▾ |
| 06 | AAPLAPPLE INCStock View history and evidence | $64.66M | 1.98% | 254.79K shares | 1.83% → 1.98%+0.15 pp +71.75K (+39.20%) | Added | ↗▾ |
| 07 | IAUISHARES GOLD TRUSTETF View history and evidence | $58.75M | 1.80% | 666.45K shares | 2.17% → 1.80%-0.37 pp -57.54K (-7.95%) | Reduced | ↗▾ |
| 08 | NVDANVIDIA CORPStock View history and evidence | $47.71M | 1.46% | 273.54K shares | 1.65% → 1.46%-0.19 pp +33.26K (+13.84%) | Added | ↗▾ |
| 09 | BSVVANGUARD SHORT-TERM BOND ETFETF View history and evidence | $44.28M | 1.35% | 564.72K shares | 1.01% → 1.35%+0.34 pp +217.38K (+62.58%) | Added | ↗▾ |
| 10 | BILSS SPDR BB 1-3M T-BILL ETFETF View history and evidence | $43.93M | 1.34% | 479.37K shares | 1.88% → 1.34%-0.54 pp -78.30K (-14.04%) | Reduced | ↗▾ |
Options overlay 6
$9.58M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
7642909UQSPDR S&P 500 ETF TR CLL OPT 12/27 815.0 CALStock View history and evidence | Call | 5.40K | $3.51M | +2.70K (+100.00%) | ▾ |
7769499XXAPPLE INC PUT OPT 12/27 210.0 PUTStock View history and evidence | Put | 9.40K | $2.39M | +4.70K (+100.00%) | ▾ |
SPYSS SPDR S&P 500 ETF TRUST-USStock View history and evidence | Put | 3.00K | $1.95M | 0 (0.00%) | ▾ |
3 / 6 options · preview only
Exited positions 160
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| CYBR CYBERARK SOFTWARE LTD/ISRAEL | Non-derivative | -3,292 | -$1.47M | SEC filing ↗ | SEC filing ↗ |
| 64944P307 FLAGSTAR BANK NA | Non-derivative | -26,089 | -$1.04M | SEC filing ↗ | SEC filing ↗ |
| 143658300 CARNIVAL CORP | Non-derivative | -29,347 | -$896.26K | SEC filing ↗ | SEC filing ↗ |
3 / 160 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1710537 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-05-18
Amendments and versions
{
"amendments_merged": [
{
"action": "REPLACE",
"accession": "0001710537-26-000006",
"cover_total": 3281733851,
"filing_date": "2026-05-18",
"claimed_type": "RESTATEMENT",
"confidential": false,
"positions_added": 0,
"positions_restated": 4386,
"positions_cancelled": 0
}
],
"prior_versions": [
{
"accession": "0001710537-26-000005",
"filing_date": "2026-05-14",
"confidential": false,
"cover_table_value_total_raw": 3273485145
}
],
"cover_table_value": 3281733851
}Research all 4,386 reported holdings.
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