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 | |
|---|---|---|---|---|---|---|---|
4351
CapsoVision Inc
CV
$358M
| $38 | ﹤0.01% |
5
+4
| +400% | +$27 |
2026 Q1
1 quarter
|
|
4352
Matinas BioPharma
MTNB
$1.26M
| $37 | ﹤0.01% |
4
| – | – |
2022 Q4
14 quarters
|
|
4353
Gen Digital Inc Contingent Value Rights
GENVR
| $37 | ﹤0.01% |
29
| – | – |
2025 Q2
4 quarters
|
|
4354
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.34B
| $36 | ﹤0.01% |
1
-1
| -50% | -$48 |
2024 Q4
6 quarters
|
|
4355
Maui Land & Pineapple Co
MLP
$283M
| $36 | ﹤0.01% |
2
+1
| +100% | +$17 |
2024 Q4
6 quarters
|
|
4356
DiaMedica Therapeutics
DMAC
$501M
| $35 | ﹤0.01% |
5
| – | – |
2026 Q1
1 quarter
|
|
4357
KORU Medical Systems
KRMD
$141M
| $34 | ﹤0.01% |
+8
| New | +$33 |
2026 Q2
0 quarters
|
|
4358
Solesence Inc
SLSN
$60.5M
| $33 | ﹤0.01% |
45
+40
| +800% | +$49 |
2026 Q1
1 quarter
|
|
4359
Mereo BioPharma
MREO
$46.3M
| $32 | ﹤0.01% |
100
| – | – |
2025 Q2
4 quarters
|
|
4360
Red Cat Holdings
RCAT
$680M
| $32 | ﹤0.01% |
3
-1,538
| -100% | -$17.7K |
2026 Q1
1 quarter
|
|
|
SBDS
4361
DELISTED
Solo Brands Inc
SBDS
| $31 | ﹤0.01% |
9
-2
| -18% | -$7 |
2024 Q1
9 quarters
|
|
4362
SEALSQ Corp
LAES
$306M
| $28 | ﹤0.01% |
+9
| New | +$27 |
2026 Q2
0 quarters
|
|
4363
XCF Global Inc
SAFX
$50.9M
| $28 | ﹤0.01% |
65
-12
| -16% | -$5 |
2025 Q4
2 quarters
|
|
4364
Energy Vault
NRGV
$536M
| $24 | ﹤0.01% |
+5
| New | +$22 |
2026 Q2
0 quarters
|
|
4365
Liftoff Mobile
LFTO
$2.38B
| $24 | ﹤0.01% |
+1
| New | +$26 |
2026 Q2
0 quarters
|
|
4366
Vroom Inc
VRM
$36.7M
| $23 | ﹤0.01% |
3
-1
| -25% | -$12 |
2025 Q3
3 quarters
|
|
|
GME.WS
4367
DELISTED
GameStop Corp Warrants
GME.WS
| $23 | ﹤0.01% |
8
-122
| -94% | -$413 |
2025 Q4
2 quarters
|
|
4368
Knightscope
KSCP
$10.7M
| $21 | ﹤0.01% |
10
-162
| -94% | -$459 |
2025 Q1
5 quarters
|
|
4369
Offerpad Solutions Inc. Class A Common Stock
OPAD
$10M
| $20 | ﹤0.01% |
4
| – | – |
2022 Q4
14 quarters
|
|
4370
SES AI
SES
$289M
| $19 | ﹤0.01% |
20
-1,983
| -99% | -$2.16K |
2025 Q1
5 quarters
|
|
4371
ACRES Commercial Realty
ACR
$215M
| $18 | ﹤0.01% |
1
| – | – |
2025 Q3
3 quarters
|
|
4372
Hertz Global Holdings Warrants
HTZWW
$78.2M
| $17 | ﹤0.01% |
16
+3
| +23% | +$8 |
2023 Q1
13 quarters
|
|
4373
Kandi Technologies Group
KNDI
$33.4M
| $14 | ﹤0.01% |
+2
| New | +$15 |
2026 Q2
0 quarters
|
|
4374
JPMorgan BetaBuilders International Equity ETF
BBIN
$6.52B
| – | – |
0
| – | – |
2025 Q4
2 quarters
|
|
4375
Infleqtion Inc
INFQ
$1.84B
| $13 | ﹤0.01% |
+1
| New | +$14 |
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.