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 | |
|---|---|---|---|---|---|---|---|
426
Royalty Pharma
RPRX
$29.6B
| $742K | 0.03% |
13,228
+599
| +5% | +$31.2K |
2021 Q4
18 quarters
|
|
427
Tapestry
TPR
$24B
| $741K | 0.03% |
5,061
-2,057
| -29% | -$295K |
2021 Q4
18 quarters
|
|
428
Regions Financial
RF
$24.4B
| $734K | 0.02% |
24,308
-3,821
| -14% | -$107K |
2021 Q4
18 quarters
|
|
429
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.1B
| $733K | 0.02% |
6,158
-5,185
| -46% | -$593K |
2021 Q4
18 quarters
|
|
430
F/m US Treasury 3 Month Bill Fund
TBIL
$7.51B
| $732K | 0.02% |
14,673
+3,010
| +26% | +$150K |
2024 Q1
9 quarters
|
|
431
Lowe's Companies
LOW
$120B
| $730K | 0.02% |
3,312
-454
| -12% | -$103K |
2021 Q4
18 quarters
|
|
432
CBRE Group
CBRE
$39.1B
| $728K | 0.02% |
5,408
-304
| -5% | -$41.9K |
2021 Q4
18 quarters
|
|
433
Dimensional Emerging Markets Value ETF
DFEV
$2.1B
| $719K | 0.02% |
16,858
-9,972
| -37% | -$408K |
2025 Q2
4 quarters
|
|
434
American Tower
AMT
$86.9B
| $716K | 0.02% |
4,378
+1,254
| +40% | +$226K |
2021 Q4
18 quarters
|
|
435
Equinix
EQIX
$100B
| $712K | 0.02% |
683
-114
| -14% | -$122K |
2021 Q4
18 quarters
|
|
436
Citizens Financial Group
CFG
$27B
| $710K | 0.02% |
10,137
-1,069
| -10% | -$68.9K |
2021 Q4
18 quarters
|
|
437
iShares 3-7 Year Treasury Bond ETF
IEI
$17B
| $710K | 0.02% |
6,044
-53
| -0.9% | -$6.24K |
2021 Q4
18 quarters
|
|
438
Schwab US Aggregate Bond ETF
SCHZ
$10.8B
| $705K | 0.02% |
30,480
-11,857
| -28% | -$274K |
2022 Q1
17 quarters
|
|
439
Kinder Morgan
KMI
$73.2B
| $701K | 0.02% |
21,912
-4,861
| -18% | -$157K |
2021 Q4
18 quarters
|
|
440
Northrop Grumman
NOC
$78.2B
| $698K | 0.02% |
1,370
-474
| -26% | -$273K |
2021 Q4
18 quarters
|
|
441
Gilead Sciences
GILD
$208B
| $695K | 0.02% |
5,499
-1,278
| -19% | -$168K |
2021 Q4
18 quarters
|
|
442
abrdn Physical Gold Shares ETF
SGOL
$6.55B
| $692K | 0.02% |
18,097
-7,715
| -30% | -$332K |
2024 Q4
6 quarters
|
|
443
Vanguard Long-Term Treasury ETF
VGLT
$10.8B
| $692K | 0.02% |
12,536
+4,343
| +53% | +$238K |
2022 Q4
14 quarters
|
|
444
Dimensional World Equity ETF
DFAW
$1.7B
| $690K | 0.02% |
8,335
-106
| -1% | -$8.55K |
2024 Q4
6 quarters
|
|
445
iShares MSCI EAFE Growth ETF
EFG
$15B
| $688K | 0.02% |
5,526
-2,137
| -28% | -$258K |
2021 Q4
18 quarters
|
|
446
Danaher
DHR
$162B
| $686K | 0.02% |
3,603
-2,846
| -44% | -$517K |
2021 Q4
18 quarters
|
|
447
Paychex
PAYX
$41.2B
| $686K | 0.02% |
6,980
+1,051
| +18% | +$99.5K |
2021 Q4
18 quarters
|
|
448
Mueller Industries
MLI
$12.1B
| $680K | 0.02% |
11,064
-916
| -8% | -$60.1K |
2021 Q4
18 quarters
|
|
449
American Homes 4 Rent
AMH
$11.3B
| $679K | 0.02% |
20,239
-74,818
| -79% | -$2.37M |
2022 Q3
15 quarters
|
|
450
SoFi Technologies
SOFI
$21.7B
| $678K | 0.02% |
37,832
+33,445
| +762% | +$567K |
2022 Q2
16 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.