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 | |
|---|---|---|---|---|---|---|---|
451
Schwab International Small-Cap Equity ETF
SCHC
$5.46B
| $676K | 0.02% |
14,049
-5,324
| -27% | -$264K |
2025 Q2
4 quarters
|
|
452
United Airlines
UAL
$34.8B
| $676K | 0.02% |
4,971
-1,619
| -25% | -$168K |
2021 Q4
18 quarters
|
|
453
ProShares Ultra Gold
UGL
$632M
| $674K | 0.02% |
15,363
| – | – |
2024 Q4
6 quarters
|
|
454
Vertex Pharmaceuticals
VRTX
$135B
| $674K | 0.02% |
1,357
-150
| -10% | -$66.5K |
2021 Q4
18 quarters
|
|
455
Mitsubishi UFJ Financial
MUFG
$239B
| $673K | 0.02% |
33,857
-13,710
| -29% | -$258K |
2021 Q4
18 quarters
|
|
456
General Mills
GIS
$18.2B
| $673K | 0.02% |
19,348
-6,077
| -24% | -$210K |
2021 Q4
18 quarters
|
|
457
Zoom
ZM
$26.8B
| $671K | 0.02% |
7,776
-1,055
| -12% | -$100K |
2021 Q4
18 quarters
|
|
458
Fifth Third Bancorp
FITB
$48.9B
| $671K | 0.02% |
11,905
-7,092
| -37% | -$359K |
2021 Q4
18 quarters
|
|
459
Schwab US REIT ETF
SCHH
$11.2B
| $670K | 0.02% |
28,304
-7,527
| -21% | -$175K |
2022 Q4
14 quarters
|
|
460
Enbridge
ENB
$109B
| $665K | 0.02% |
12,267
-4,105
| -25% | -$225K |
2021 Q4
18 quarters
|
|
461
Ametek
AME
$57B
| $664K | 0.02% |
2,744
-613
| -18% | -$141K |
2021 Q4
18 quarters
|
|
462
Arm
ARM
$216B
| $663K | 0.02% |
1,871
-124
| -6% | -$33K |
2024 Q2
8 quarters
|
|
463
Sysco
SYY
$36.5B
| $662K | 0.02% |
7,917
-626
| -7% | -$47.4K |
2021 Q4
18 quarters
|
|
464
Truist Financial
TFC
$59.2B
| $658K | 0.02% |
13,208
-3,815
| -22% | -$188K |
2021 Q4
18 quarters
|
|
465
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.6B
| $655K | 0.02% |
12,502
-9,429
| -43% | -$494K |
2023 Q2
12 quarters
|
|
466
Synopsys
SNPS
$88.7B
| $655K | 0.02% |
1,468
+656
| +81% | +$308K |
2021 Q4
18 quarters
|
|
467
Shell
SHEL
$296B
| $653K | 0.02% |
8,419
-111
| -1% | -$9.6K |
2022 Q1
17 quarters
|
|
468
Old Dominion Freight Line
ODFL
$36.8B
| $653K | 0.02% |
3,012
-208
| -6% | -$44.9K |
2021 Q4
18 quarters
|
|
469
Monster Beverage
MNST
$92.4B
| $652K | 0.02% |
13,568
-3,062
| -18% | -$129K |
2021 Q4
18 quarters
|
|
470
DT Midstream
DTM
$12.5B
| $651K | 0.02% |
4,437
-962
| -18% | -$136K |
2021 Q4
18 quarters
|
|
471
Fidelity Total Bond ETF
FBND
$28.4B
| $650K | 0.02% |
14,279
-48
| -0.3% | -$2.19K |
2023 Q4
10 quarters
|
|
472
iShares US Aerospace & Defense ETF
ITA
$12.6B
| $649K | 0.02% |
2,676
+84
| +3% | +$19.1K |
2022 Q4
14 quarters
|
|
473
Innovator US Equity Buffer ETF August
BAUG
$267M
| $647K | 0.02% |
12,073
-334
| -3% | -$17.5K |
2022 Q3
15 quarters
|
|
474
AT&T
T
$144B
| $645K | 0.02% |
31,141
-9,994
| -24% | -$248K |
2021 Q4
18 quarters
|
|
475
Dollar General
DG
$28.8B
| $643K | 0.02% |
5,584
-2,923
| -34% | -$332K |
2021 Q4
18 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.