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 | |
|---|---|---|---|---|---|---|---|
4326
DELISTED
Cosan
CSAN
| $72 | ﹤0.01% |
25
-2,626
| -99% | -$9.3K |
2023 Q4
10 quarters
|
|
4327
Rhinebeck Bancorp
RBKB
$202M
| $69 | ﹤0.01% |
+4
| New | +$65 |
2026 Q2
0 quarters
|
|
4328
Public Policy Holding Co
PPHC
$328M
| $67 | ﹤0.01% |
+9
| New | +$106 |
2026 Q2
0 quarters
|
|
4329
Verde Clean Fuels
VGAS
$22M
| $65 | ﹤0.01% |
64
+32
| +100% | +$53 |
2024 Q4
6 quarters
|
|
4330
LB Pharmaceuticals
LBRX
$1.26B
| $65 | ﹤0.01% |
2
+1
| +100% | +$29 |
2026 Q1
1 quarter
|
|
4331
Mobile Infrastructure Corp
BEEP
$99.1M
| $64 | ﹤0.01% |
46
+33
| +254% | +$65 |
2026 Q1
1 quarter
|
|
4332
Xtrackers S&P 500 Growth ESG ETF
SNPG
$13.5M
| $62 | ﹤0.01% |
+1
| New | +$56 |
2026 Q2
0 quarters
|
|
4333
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$749M
| $61 | ﹤0.01% |
1
| – | – |
2021 Q4
18 quarters
|
|
4334
Full House Resorts
FLL
$27.2M
| $61 | ﹤0.01% |
22
-49
| -69% | -$130 |
2025 Q2
4 quarters
|
|
4335
LiveWire
LVWR
$126M
| $61 | ﹤0.01% |
55
-81
| -60% | -$122 |
2024 Q4
6 quarters
|
|
4336
ChargePoint
CHPT
$265M
| $59 | ﹤0.01% |
10
| – | – |
2024 Q4
6 quarters
|
|
4337
Franklin Crypto Index ETF
EZPZ
$15.2M
| $55 | ﹤0.01% |
4
| – | – |
2025 Q2
4 quarters
|
|
4338
Subversive Congressional Democrats Trading ETF
NANC
$281M
| $51 | ﹤0.01% |
1
-13
| -93% | -$622 |
2024 Q2
8 quarters
|
|
4339
SunPower Inc
SPWR
$72.6M
| $48 | ﹤0.01% |
70
-542
| -89% | -$532 |
2026 Q1
1 quarter
|
|
4340
FuboTV Inc
FUBO
$230M
| $46 | ﹤0.01% |
+5
| New | +$53 |
2026 Q2
0 quarters
|
|
4341
Transcontinental Realty Investors
TCI
$446M
| $46 | ﹤0.01% |
1
-1
| -50% | -$38 |
2025 Q2
4 quarters
|
|
4342
Subversive Congressional Republicans Trading ETF
GOP
$89.2M
| $45 | ﹤0.01% |
1
| – | – |
2024 Q2
8 quarters
|
|
4343
Richtech Robotics
RR
$191M
| $42 | ﹤0.01% |
+20
| New | +$49 |
2026 Q2
0 quarters
|
|
4344
Franklin BSP Realty Trust
FBRT
$462M
| $41 | ﹤0.01% |
5
-19
| -79% | -$165 |
2022 Q2
16 quarters
|
|
4345
Byrna Technologies
BYRN
$96.4M
| $40 | ﹤0.01% |
6
-261
| -98% | -$1.6K |
2026 Q1
1 quarter
|
|
4346
Cellectis
CLLS
$104M
| $39 | ﹤0.01% |
13
| – | – |
2023 Q1
13 quarters
|
|
4347
America's Car Mart
CRMT
$7.6M
| $39 | ﹤0.01% |
14
-86
| -86% | -$823 |
2022 Q1
17 quarters
|
|
4348
Chaince Digital Holdings
CD
$635M
| $39 | ﹤0.01% |
+9
| New | +$53 |
2026 Q2
0 quarters
|
|
4349
Power Solutions International
PSIX
$1.07B
| $39 | ﹤0.01% |
1
| – | – |
2025 Q4
2 quarters
|
|
4350
The Elmet Group
ELMT
$674M
| $39 | ﹤0.01% |
+2
| New | +$34 |
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.