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 | |
|---|---|---|---|---|---|---|---|
376
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$772M
| $877K | 0.03% |
20,681
+10,028
| +94% | +$421K |
2025 Q3
3 quarters
|
|
377
ServisFirst Bancshares
SFBS
$4.53B
| $877K | 0.03% |
20,230
-18,002
| -47% | -$710K |
2021 Q4
18 quarters
|
|
378
iShares MSCI KLD 400 Social ETF
DSI
$5.35B
| $876K | 0.03% |
6,156
+826
| +15% | +$113K |
2021 Q4
18 quarters
|
|
379
Invesco NASDAQ 100 ETF
QQQM
$105B
| $875K | 0.03% |
2,889
-1,135
| -28% | -$322K |
2023 Q3
11 quarters
|
|
380
ServiceNow
NOW
$113B
| $874K | 0.03% |
8,806
-3,270
| -27% | -$324K |
2021 Q4
18 quarters
|
|
381
iShares US Technology ETF
IYW
$23.5B
| $873K | 0.03% |
3,461
-921
| -21% | -$212K |
2022 Q1
17 quarters
|
|
382
Altria Group
MO
$128B
| $873K | 0.03% |
12,128
-1,590
| -12% | -$111K |
2021 Q4
18 quarters
|
|
383
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.6B
| $872K | 0.03% |
35,357
-3,827
| -10% | -$94.6K |
2022 Q1
17 quarters
|
|
384
Commerce Bancshares
CBSH
$7.94B
| $869K | 0.03% |
15,055
+2,695
| +22% | +$141K |
2023 Q1
13 quarters
|
|
385
Thermo Fisher Scientific
TMO
$258B
| $860K | 0.03% |
1,715
-969
| -36% | -$465K |
2021 Q4
18 quarters
|
|
386
US Bancorp
USB
$93.3B
| $859K | 0.03% |
14,227
-2,014
| -12% | -$113K |
2021 Q4
18 quarters
|
|
387
Newmont
NEM
$112B
| $852K | 0.03% |
9,120
-4,808
| -35% | -$524K |
2021 Q4
18 quarters
|
|
388
Cadence Design Systems
CDNS
$88.6B
| $846K | 0.03% |
2,255
+381
| +20% | +$134K |
2021 Q4
18 quarters
|
|
389
Automatic Data Processing
ADP
$117B
| $843K | 0.03% |
3,764
-788
| -17% | -$168K |
2021 Q4
18 quarters
|
|
390
Molina Healthcare
MOH
$10.8B
| $840K | 0.03% |
3,674
+475
| +15% | +$86.1K |
2022 Q3
15 quarters
|
|
391
Aon
AON
$69.7B
| $837K | 0.03% |
2,522
-116
| -4% | -$37.4K |
2021 Q4
18 quarters
|
|
392
First Trust Value Line Dividend Fund
FVD
$8.13B
| $835K | 0.03% |
17,341
+3,057
| +21% | +$146K |
2023 Q2
12 quarters
|
|
393
Walt Disney
DIS
$196B
| $833K | 0.03% |
8,653
-1,999
| -19% | -$204K |
2021 Q4
18 quarters
|
|
394
S&P Global
SPGI
$135B
| $830K | 0.03% |
2,039
-838
| -29% | -$354K |
2021 Q4
18 quarters
|
|
395
Vanguard Extended Market ETF
VXF
$30.3B
| $829K | 0.03% |
3,367
-2,713
| -45% | -$622K |
2021 Q4
18 quarters
|
|
396
Franklin FTSE Europe ETF
FLEE
$99.4M
| $825K | 0.03% |
21,236
-36,912
| -63% | -$1.42M |
2023 Q4
10 quarters
|
|
397
Eversource Energy
ES
$26B
| $819K | 0.03% |
11,331
+4,390
| +63% | +$304K |
2021 Q4
18 quarters
|
|
398
O'Reilly Automotive
ORLY
$72.5B
| $817K | 0.03% |
8,873
-5,333
| -38% | -$486K |
2021 Q4
18 quarters
|
|
399
Quanta Services
PWR
$97.9B
| $816K | 0.03% |
1,133
-89
| -7% | -$60.8K |
2021 Q4
18 quarters
|
|
400
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.3B
| $813K | 0.03% |
35,106
-12,992
| -27% | -$300K |
2024 Q2
8 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.