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 | |
|---|---|---|---|---|---|---|---|
351
Hewlett Packard
HPE
$68B
| $1.01M | 0.03% |
22,281
-4,204
| -16% | -$152K |
2021 Q4
18 quarters
|
|
352
Columbia EM Core ex-China ETF
XCEM
$1.94B
| $1M | 0.03% |
18,971
+2,892
| +18% | +$141K |
2025 Q2
4 quarters
|
|
353
Cal-Maine
CALM
$3.08B
| $1M | 0.03% |
12,416
+5,817
| +88% | +$449K |
2021 Q4
18 quarters
|
|
354
Applied Industrial Technologies
AIT
$10.7B
| $996K | 0.03% |
2,946
+195
| +7% | +$59.8K |
2021 Q4
18 quarters
|
|
355
Energy Transfer Partners
ET
$70B
| $989K | 0.03% |
51,741
-1,151
| -2% | -$22.3K |
2021 Q4
18 quarters
|
|
356
Bank of New York Mellon
BNY
$99B
| $979K | 0.03% |
6,766
-1,071
| -14% | -$146K |
2021 Q4
18 quarters
|
|
357
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$6.58B
| $978K | 0.03% |
3,613
-5,353
| -60% | -$1.35M |
2024 Q4
6 quarters
|
|
358
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.4B
| $977K | 0.03% |
11,824
-6,996
| -37% | -$578K |
2021 Q4
18 quarters
|
|
359
nVent Electric
NVT
$20.4B
| $973K | 0.03% |
5,740
-533
| -8% | -$83.1K |
2022 Q4
14 quarters
|
|
360
Snowflake
SNOW
$103B
| $972K | 0.03% |
3,819
-6,810
| -64% | -$1.25M |
2022 Q2
16 quarters
|
|
361
Entergy
ETR
$52.6B
| $971K | 0.03% |
8,451
-73
| -0.9% | -$8.23K |
2021 Q4
18 quarters
|
|
362
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.32B
| $967K | 0.03% |
9,913
+30
| +0.3% | +$2.86K |
2025 Q1
5 quarters
|
|
363
Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock
STRK
$490M
| $962K | 0.03% |
16,355
+14,891
| +1,017% | +$1.06M |
2026 Q1
1 quarter
|
|
364
Monolithic Power Systems
MPWR
$60.7B
| $954K | 0.03% |
690
-44
| -6% | -$66.1K |
2021 Q4
18 quarters
|
|
365
Invesco S&P 500 Quality ETF
SPHQ
$18.6B
| $937K | 0.03% |
10,397
-492
| -5% | -$40.9K |
2023 Q3
11 quarters
|
|
366
State Street Energy Select Sector SPDR ETF
XLE
$44.3B
| $931K | 0.03% |
17,525
+822
| +5% | +$47K |
2021 Q4
18 quarters
|
|
367
Royal Bank of Canada
RY
$281B
| $927K | 0.03% |
4,481
-2,520
| -36% | -$468K |
2021 Q4
18 quarters
|
|
368
Prologis
PLD
$123B
| $922K | 0.03% |
6,803
-574
| -8% | -$81.4K |
2021 Q4
18 quarters
|
|
369
iShares MSCI Emerging Markets ETF
EEM
$28.3B
| $921K | 0.03% |
13,467
+20
| +0.1% | +$1.31K |
2022 Q1
17 quarters
|
|
370
Johnson Controls International
JCI
$88.7B
| $919K | 0.03% |
6,292
-1,304
| -17% | -$184K |
2021 Q4
18 quarters
|
|
371
VanEck Junior Gold Miners ETF
GDXJ
$7.19B
| $899K | 0.03% |
9,146
+179
| +2% | +$20.8K |
2021 Q4
18 quarters
|
|
372
Packaging Corp of America
PKG
$22.9B
| $895K | 0.03% |
3,754
-4,204
| -53% | -$922K |
2021 Q4
18 quarters
|
|
373
Symbotic
SYM
$4.84B
| $893K | 0.03% |
19,858
-310
| -2% | -$15.8K |
2024 Q4
6 quarters
|
|
374
Xcel Energy
XEL
$51.2B
| $891K | 0.03% |
11,091
-1,263
| -10% | -$101K |
2021 Q4
18 quarters
|
|
375
Booking.com
BKNG
$116B
| $889K | 0.03% |
4,989
-2,686
| -35% | -$458K |
2021 Q4
18 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.