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 Core US REIT ETF
USRT
|
+$13M |
| 2 |
Vanguard Russell 1000 Value ETF
VONV
|
+$11.7M |
| 3 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$7.25M |
| 4 |
iShares Ethereum Trust ETF
ETHA
|
+$5.94M |
| 5 |
Vanguard 0-3 Month Treasury Bill ETF
VBIL
|
+$4.99M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
U.S. Core Equity 1 Portfolio ETF Class Shares
DCOR
|
+$12.6M |
| 2 |
iShares Gold Trust
IAU
|
+$11.9M |
| 3 |
iShares Russell 2000 Growth ETF
IWO
|
+$11M |
| 4 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
+$3.25M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$2.59M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 59.03% |
| 2 | Technology | 14.9% |
| 3 | Financials | 6.02% |
| 4 | Industrials | 4.07% |
| 5 | Consumer Discretionary | 3.97% |
Similar funds
EverSource Wealth Advisors's Q3 2026 Portfolio in Review
As of Q3 2026, EverSource Wealth Advisors held 4,713 positions worth $3.11B, up 4.7% from $2.97B the previous quarter. Its ten largest holdings account for 20% of the portfolio.
EverSource Wealth Advisors deployed $127M of net new capital in Q3 2026, opening 322 new positions and adding to 2,215 existing holdings. Its largest new stake was State Street SPDR S&P Homebuilders ETF: 15,850 shares worth $1.52M.
By sector, the portfolio is most concentrated in Miscellaneous at 59% of assets, up from 59% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was iShares Gold Trust, an estimated $11.9M trimmed.
- EverSource Wealth Advisors's largest Q3 2026 buy was State Street SPDR S&P Homebuilders ETF: 15,850 shares worth $1.52M.
- EverSource Wealth Advisors added most to iShares Core US REIT ETF in Q3 2026, an estimated $13M increase.
- EverSource Wealth Advisors's biggest Q3 2026 reduction was iShares Gold Trust, cutting an estimated $11.9M.
- EverSource Wealth Advisors fully exited U.S. Core Equity 1 Portfolio ETF Class Shares in Q3 2026, selling an estimated $12.6M.
- EverSource Wealth Advisors's ten largest holdings make up 20% of its $3.11B portfolio in Q3 2026.
- EverSource Wealth Advisors opened 322 new positions and closed 164 in Q3 2026.
- EverSource Wealth Advisors's portfolio value rose 4.7% quarter-over-quarter to $3.11B.
Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.