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 | |
|---|---|---|---|---|---|---|---|
326
iShares S&P 500 Value ETF
IVE
$50.8B
| $1.14M | 0.04% |
5,038
-2,131
| -30% | -$476K |
2022 Q1
17 quarters
|
|
327
Duke Energy
DUK
$99.3B
| $1.13M | 0.04% |
8,942
-2,461
| -22% | -$310K |
2021 Q4
18 quarters
|
|
328
Occidental Petroleum
OXY
$60.7B
| $1.13M | 0.04% |
23,220
-14,715
| -39% | -$836K |
2021 Q4
18 quarters
|
|
329
Blackrock
BLK
$180B
| $1.11M | 0.04% |
1,156
-170
| -13% | -$176K |
2021 Q4
18 quarters
|
|
330
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$18.8B
| $1.11M | 0.04% |
3,614
-3,295
| -48% | -$950K |
2021 Q4
18 quarters
|
|
331
Quest Diagnostics
DGX
$27.8B
| $1.1M | 0.04% |
5,172
-4,431
| -46% | -$870K |
2021 Q4
18 quarters
|
|
332
Airbnb
ABNB
$101B
| $1.1M | 0.04% |
7,660
-963
| -11% | -$131K |
2021 Q4
18 quarters
|
|
333
EOG Resources
EOG
$82.8B
| $1.1M | 0.04% |
8,443
-3,510
| -29% | -$478K |
2021 Q4
18 quarters
|
|
334
iShares Semiconductor ETF
SOXX
$41.8B
| $1.09M | 0.04% |
1,701
+894
| +111% | +$454K |
2022 Q4
14 quarters
|
|
335
Banco Bilbao Vizcaya Argentaria
BBVA
$132B
| $1.08M | 0.04% |
42,918
-29,728
| -41% | -$678K |
2021 Q4
18 quarters
|
|
336
Keysight
KEYS
$50.9B
| $1.07M | 0.04% |
3,057
-2,024
| -40% | -$690K |
2021 Q4
18 quarters
|
|
337
Innovator Nasdaq-100 Managed Floor ETF
QFLR
$493M
| $1.07M | 0.04% |
29,300
| – | – |
2025 Q4
2 quarters
|
|
338
Salesforce
CRM
$186B
| $1.07M | 0.04% |
6,808
-4,441
| -39% | -$781K |
2021 Q4
18 quarters
|
|
339
Carnival Corporation Ltd
CCL
$40.4B
| $1.06M | 0.04% |
37,222
+408
| +1% | +$11.1K |
2021 Q4
18 quarters
|
|
340
iShares Broad USD High Yield Corporate Bond ETF
USHY
$26.4B
| $1.06M | 0.04% |
28,702
+1,523
| +6% | +$56.4K |
2023 Q2
12 quarters
|
|
341
Waste Management
WM
$92.8B
| $1.06M | 0.04% |
4,741
-1,361
| -22% | -$303K |
2021 Q4
18 quarters
|
|
342
Vanguard Morningstar Mid-Cap ETF
VO
$108B
| $1.05M | 0.04% |
13,020
-4,544
| -26% | -$352K |
2021 Q4
18 quarters
|
|
343
AB Ultra Short Income ETF
YEAR
$1.59B
| $1.05M | 0.04% |
20,782
-1,063
| -5% | -$53.5K |
2025 Q4
2 quarters
|
|
344
Waste Connections
WCN
$46.1B
| $1.03M | 0.03% |
6,205
+1,893
| +44% | +$300K |
2021 Q4
18 quarters
|
|
345
Verizon
VZ
$187B
| $1.03M | 0.03% |
24,327
-4,859
| -17% | -$228K |
2021 Q4
18 quarters
|
|
346
Williams Companies
WMB
$90.9B
| $1.03M | 0.03% |
13,823
-2,759
| -17% | -$203K |
2021 Q4
18 quarters
|
|
347
Schwab International Equity ETF
SCHF
$67.6B
| $1.02M | 0.03% |
36,940
-4,492
| -11% | -$121K |
2021 Q4
18 quarters
|
|
348
Incyte
INCY
$24.5B
| $1.02M | 0.03% |
9,004
-4,066
| -31% | -$403K |
2021 Q4
18 quarters
|
|
349
Schwab US TIPS ETF
SCHP
$17.4B
| $1.02M | 0.03% |
38,425
-6,068
| -14% | -$162K |
2021 Q4
18 quarters
|
|
350
Cloudflare
NET
$94.4B
| $1.02M | 0.03% |
4,140
-46
| -1% | -$10.1K |
2022 Q3
15 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.