EverSource Wealth Advisors Portfolio holdings
EverSource Wealth Advisors is a support platform for independent financial advisors, giving them investment programs, technology and back-office help. Mark Wesson, its chief executive, founded it after 28 years running a wealth advisory practice. In 2017 a group of investors put in long-term capital to launch the business. Advisors can use the firm's model portfolios, outside strategists' models, or their own portfolios. EverSource also vets private equity, private credit, real asset and hedge funds for their clients. Its advisors serve individuals, families, charitable foundations, institutions and retirement plans, and the firm also works with other independent advisory firms.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 2000 Growth ETF
IWO
|
+$10.8M |
| 2 |
Pool Corp
POOL
|
+$7.25M |
| 3 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
+$6.05M |
| 4 |
Capital Group Core Plus Income ETF
CGCP
|
+$5.74M |
| 5 |
Generac Holdings
GNRC
|
+$3.37M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Growth ETF
VUG
|
+$76.7M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$66.2M |
| 3 |
Vanguard Morningstar Value ETF
VTV
|
+$54.7M |
| 4 |
Praxis Impact Large Cap Growth ETF
PRXG
|
+$33.8M |
| 5 |
Praxis Impact Large Cap Value ETF
PRXV
|
+$30.7M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 58.67% |
| 2 | Technology | 14.23% |
| 3 | Financials | 6.32% |
| 4 | Industrials | 4.5% |
| 5 | Consumer Discretionary | 4.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
251
Invesco S&P International Developed Momentum ETF
IDMO
$4.13B
| $1.62M | 0.05% |
26,844
+4,325
| +19% | +$257K |
2026 Q1
1 quarter
|
|
252
Corning
GLW
$106B
| $1.61M | 0.05% |
6,318
-3,905
| -38% | -$710K |
2021 Q4
18 quarters
|
|
253
McKesson
MCK
$116B
| $1.61M | 0.05% |
2,133
-1,663
| -44% | -$1.32M |
2021 Q4
18 quarters
|
|
254
State Street SPDR S&P Dividend ETF
SDY
$24.2B
| $1.61M | 0.05% |
10,586
-386
| -4% | -$57.5K |
2021 Q4
18 quarters
|
|
255
Arista Networks
ANET
$207B
| $1.6M | 0.05% |
9,427
-3,480
| -27% | -$547K |
2021 Q4
18 quarters
|
|
256
Janus Henderson Short Duration Income ETF
VNLA
$3.69B
| $1.59M | 0.05% |
32,626
-3,017
| -8% | -$148K |
2021 Q4
18 quarters
|
|
257
FedEx
FDX
$74.5B
| $1.58M | 0.05% |
5,042
-1,013
| -17% | -$368K |
2021 Q4
18 quarters
|
|
258
BlackRock US Equity Factor Rotation ETF
DYNF
$41.5B
| $1.57M | 0.05% |
23,149
-6,553
| -22% | -$426K |
2024 Q1
9 quarters
|
|
259
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$3.83B
| $1.57M | 0.05% |
53,451
+9,426
| +21% | +$260K |
2023 Q4
10 quarters
|
|
260
Eventide High Dividend ETF
ELCV
$317M
| $1.53M | 0.05% |
46,463
-14,530
| -24% | -$452K |
2024 Q4
6 quarters
|
|
261
Boeing
BA
$139B
| $1.52M | 0.05% |
7,008
+668
| +11% | +$149K |
2021 Q4
18 quarters
|
|
262
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.89B
| $1.51M | 0.05% |
30,780
+487
| +2% | +$22.6K |
2021 Q4
18 quarters
|
|
263
Centene
CNC
$32.9B
| $1.5M | 0.05% |
23,418
-6,093
| -21% | -$326K |
2021 Q4
18 quarters
|
|
264
CVS Health
CVS
$113B
| $1.5M | 0.05% |
14,501
-7,005
| -33% | -$625K |
2021 Q4
18 quarters
|
|
265
Phillips 66
PSX
$107B
| $1.5M | 0.05% |
8,851
-3,595
| -29% | -$619K |
2021 Q4
18 quarters
|
|
266
Edison International
EIX
$23B
| $1.5M | 0.05% |
20,087
-1,674
| -8% | -$119K |
2021 Q4
18 quarters
|
|
267
iShares ESG Aware MSCI USA ETF
ESGU
$17.8B
| $1.49M | 0.05% |
9,133
-1,258
| -12% | -$199K |
2021 Q4
18 quarters
|
|
268
Schwab US Large- Cap ETF
SCHX
$72.9B
| $1.49M | 0.05% |
50,742
-11,502
| -18% | -$328K |
2021 Q4
18 quarters
|
|
269
Timothy Plan High Dividend Stock ETF
TPHD
$397M
| $1.48M | 0.05% |
35,043
-4,901
| -12% | -$205K |
2021 Q4
18 quarters
|
|
270
iShares Core Universal USD Bond ETF
IUSB
$50B
| $1.47M | 0.05% |
31,831
+6,006
| +23% | +$277K |
2021 Q4
18 quarters
|
|
271
United Parcel Service
UPS
$93.3B
| $1.47M | 0.05% |
13,637
-2,754
| -17% | -$286K |
2021 Q4
18 quarters
|
|
272
iShares International Select Dividend ETF
IDV
$8.33B
| $1.46M | 0.05% |
35,212
-339
| -1% | -$14.8K |
2021 Q4
18 quarters
|
|
273
Marvell Technology
MRVL
$154B
| $1.46M | 0.05% |
4,887
-1,415
| -22% | -$284K |
2021 Q4
18 quarters
|
|
274
Union Pacific
UNP
$182B
| $1.45M | 0.05% |
5,334
-1,395
| -21% | -$366K |
2021 Q4
18 quarters
|
|
275
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$18.3B
| $1.44M | 0.05% |
14,309
-3,900
| -21% | -$392K |
2024 Q1
9 quarters
|
|
Similar funds
EverSource Wealth Advisors's Q2 2026 Portfolio in Review
As of Q2 2026, EverSource Wealth Advisors held 4,581 positions worth $2.97B, down 9.5% from $3.28B the previous quarter. Its ten largest holdings account for 20% of the portfolio.
EverSource Wealth Advisors withdrew a net $653M in Q2 2026, closing 190 positions and reducing 2,429 holdings. Its most notable exit was Brazil Potash Corp, an estimated $450K position sold in full.
By sector, the portfolio is most concentrated in Miscellaneous at 59% of assets, down from 62% a quarter earlier, followed by Technology and Financials.
Against the trend, EverSource Wealth Advisors opened a new position in Direxion Daily Semiconductor Bear 3X ETF worth $455K.
- EverSource Wealth Advisors's largest Q2 2026 buy was Direxion Daily Semiconductor Bear 3X ETF: 14,039 shares worth $455K.
- EverSource Wealth Advisors added most to iShares Russell 2000 Growth ETF in Q2 2026, an estimated $10.8M increase.
- EverSource Wealth Advisors's biggest Q2 2026 reduction was Vanguard Morningstar Growth ETF, cutting an estimated $76.7M.
- EverSource Wealth Advisors fully exited Brazil Potash Corp in Q2 2026, selling an estimated $450K.
- EverSource Wealth Advisors's ten largest holdings make up 20% of its $2.97B portfolio in Q2 2026.
- EverSource Wealth Advisors opened 196 new positions and closed 190 in Q2 2026.
- EverSource Wealth Advisors's portfolio value fell 9.5% quarter-over-quarter to $2.97B.
Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.