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 | |
|---|---|---|---|---|---|---|---|
4301
DELISTED
Zomedica Corp.
ZOM
| $100 | ﹤0.01% |
+1,000
| New | +$100 |
2026 Q2
0 quarters
|
|
4302
M-tron Industries
MPTI
$274M
| $99 | ﹤0.01% |
1
| – | – |
2025 Q3
3 quarters
|
|
4303
Gaia
GAIA
$36.9M
| $98 | ﹤0.01% |
46
-4
| -8% | -$10 |
2026 Q1
1 quarter
|
|
4304
Tamboran Resources
TBN
$1.03B
| $98 | ﹤0.01% |
+3
| New | +$107 |
2026 Q2
0 quarters
|
|
4305
Tortoise Energy Infrastructure Corp
TYG
$1.01B
| $97 | ﹤0.01% |
2
| – | – |
2025 Q1
5 quarters
|
|
4306
Inhibrx
INBX
$1.06B
| $95 | ﹤0.01% |
1
-257
| -100% | -$25.8K |
2024 Q2
8 quarters
|
|
4307
Neonode
NEON
$10.8M
| $94 | ﹤0.01% |
100
+26
| +35% | +$39 |
2026 Q1
1 quarter
|
|
4308
iShares Fallen Angels USD Bond ETF
FALN
$1.68B
| $93 | ﹤0.01% |
3
-297
| -99% | -$8.04K |
2021 Q4
18 quarters
|
|
4309
USBC Inc
USBC
$162M
| $92 | ﹤0.01% |
295
-5,288
| -95% | -$2.01K |
2025 Q2
4 quarters
|
|
4310
Reservoir Media
RSVR
$638M
| $90 | ﹤0.01% |
9
+7
| +350% | +$71 |
2025 Q4
2 quarters
|
|
4311
Xerox Holdings Corp Warrants
XRXDW
$9.9M
| $90 | ﹤0.01% |
326
-43
| -12% | -$12 |
2026 Q1
1 quarter
|
|
4312
American Realty Investors
ARL
$309M
| $89 | ﹤0.01% |
4
| – | – |
2025 Q2
4 quarters
|
|
4313
KraneShares MSCI All China Health Care Index ETF
KURE
$107M
| $88 | ﹤0.01% |
6
| – | – |
2025 Q3
3 quarters
|
|
4314
Tvardi Therapeutics
TVRD
$10.7M
| $88 | ﹤0.01% |
46
-21
| -31% | -$66 |
2025 Q4
2 quarters
|
|
4315
Ambiq Micro
AMBQ
$1.05B
| $88 | ﹤0.01% |
1
-1
| -50% | -$59 |
2025 Q4
2 quarters
|
|
4316
Stratasys
SSYS
$603M
| $86 | ﹤0.01% |
10
-10
| -50% | -$88 |
2026 Q1
1 quarter
|
|
4317
DELISTED
STRATUS PPTYS INC
STRS
| $86 | ﹤0.01% |
3
-1
| -25% | -$29 |
2025 Q1
5 quarters
|
|
4318
DELISTED
BioXcel Therapeutics
BTAI
| $85 | ﹤0.01% |
60
| – | – |
2025 Q3
3 quarters
|
|
4319
Paradium.AI, Inc.
PAAI
$44.4M
| $81 | ﹤0.01% |
97
+90
| +1,286% | +$156 |
2026 Q1
1 quarter
|
|
4320
Citizens
CIA
$188M
| $81 | ﹤0.01% |
14
+11
| +367% | +$60 |
2025 Q3
3 quarters
|
|
4321
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.37B
| $81 | ﹤0.01% |
3
| – | – |
2021 Q4
18 quarters
|
|
4322
Limbach Holdings
LMB
$560M
| $77 | ﹤0.01% |
1
-7
| -88% | -$582 |
2026 Q1
1 quarter
|
|
4323
Starling Oncology
STLN
$637M
| $76 | ﹤0.01% |
14
+1
| +8% | +$4 |
2026 Q1
1 quarter
|
|
4324
Vanguard Short Duration Bond ETF
VSDB
$995M
| $76 | ﹤0.01% |
1
| – | – |
2025 Q3
3 quarters
|
|
4325
Valhi
VHI
$419M
| $74 | ﹤0.01% |
5
+2
| +67% | +$28 |
2025 Q1
5 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.