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 | |
|---|---|---|---|---|---|---|---|
401
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11B
| $812K | 0.03% |
5,264
-5,080
| -49% | -$797K |
2021 Q4
18 quarters
|
|
402
American Electric Power
AEP
$70.6B
| $809K | 0.03% |
5,916
-407
| -6% | -$53.6K |
2021 Q4
18 quarters
|
|
403
Uber
UBER
$136B
| $806K | 0.03% |
11,176
-1,837
| -14% | -$135K |
2021 Q4
18 quarters
|
|
404
CoreWeave
CRWV
$29B
| $806K | 0.03% |
8,093
+6,773
| +513% | +$731K |
2025 Q2
4 quarters
|
|
405
Avantis US Small Cap Value ETF
AVUV
$32.3B
| $789K | 0.03% |
6,327
-2,368
| -27% | -$282K |
2021 Q4
18 quarters
|
|
406
Vanguard ESG US Corporate Bond ETF
VCEB
$1.21B
| $787K | 0.03% |
12,542
+1,162
| +10% | +$73K |
2025 Q4
2 quarters
|
|
407
Ameriprise Financial
AMP
$43.9B
| $786K | 0.03% |
1,713
-595
| -26% | -$273K |
2021 Q4
18 quarters
|
|
408
Colgate-Palmolive
CL
$76.1B
| $785K | 0.03% |
8,564
-984
| -10% | -$86.1K |
2021 Q4
18 quarters
|
|
409
Schwab Emerging Markets Equity ETF
SCHE
$12B
| $777K | 0.03% |
21,422
-5,482
| -20% | -$196K |
2021 Q4
18 quarters
|
|
410
Evercore
EVR
$11.6B
| $773K | 0.03% |
2,263
-596
| -21% | -$204K |
2022 Q2
16 quarters
|
|
411
2x Bitcoin ETF
BITX
$1.06B
| $764K | 0.03% |
74,004
+1
| +0% | +$16 |
2024 Q4
6 quarters
|
|
412
Royal Caribbean
RCL
$84.2B
| $762K | 0.03% |
2,400
-461
| -16% | -$129K |
2021 Q4
18 quarters
|
|
413
Adobe
ADBE
$96.2B
| $761K | 0.03% |
3,713
-1,942
| -34% | -$460K |
2021 Q4
18 quarters
|
|
414
HSBC
HSBC
$289B
| $761K | 0.03% |
8,001
-4,449
| -36% | -$406K |
2021 Q4
18 quarters
|
|
415
Illumina
ILMN
$36B
| $757K | 0.03% |
4,303
-777
| -15% | -$114K |
2021 Q4
18 quarters
|
|
416
Nasdaq
NDAQ
$60.2B
| $756K | 0.03% |
9,584
-386
| -4% | -$33.9K |
2021 Q4
18 quarters
|
|
417
ASE Group
ASX
$87.2B
| $755K | 0.03% |
16,743
-16,391
| -49% | -$550K |
2021 Q4
18 quarters
|
|
418
iShares 20+ Year Treasury Bond ETF
TLT
$47.2B
| $754K | 0.03% |
8,724
-8,432
| -49% | -$724K |
2022 Q1
17 quarters
|
|
419
Travelers Companies
TRV
$81.1B
| $752K | 0.03% |
2,280
-589
| -21% | -$179K |
2021 Q4
18 quarters
|
|
420
Eventide International ETF
ESIM
$25.4M
| $750K | 0.03% |
25,185
-10,169
| -29% | -$287K |
2025 Q4
2 quarters
|
|
421
Vanguard Information Technology ETF
VGT
$142B
| $749K | 0.03% |
6,267
-277
| -4% | -$30.3K |
2022 Q4
14 quarters
|
|
422
Medpace
MEDP
$18.7B
| $748K | 0.03% |
1,413
-307
| -18% | -$142K |
2022 Q3
15 quarters
|
|
423
Targa Resources
TRGP
$64.2B
| $748K | 0.03% |
2,790
-1,515
| -35% | -$389K |
2021 Q4
18 quarters
|
|
424
Devon Energy
DVN
$52.9B
| $745K | 0.03% |
18,029
-9,905
| -35% | -$459K |
2021 Q4
18 quarters
|
|
425
MicroSectors FANG+ Index -3X Inverse Leveraged ETNs due January 8, 2038
FNGD
$378M
| $743K | 0.03% |
+19,998
| New | +$847K |
2026 Q2
0 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.