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 | |
|---|---|---|---|---|---|---|---|
476
iShares ESG Advanced MSCI USA ETF
USXF
$1.41B
| $638K | 0.02% |
9,190
+958
| +12% | +$62K |
2021 Q4
18 quarters
|
|
477
Novartis
NVS
$301B
| $637K | 0.02% |
4,064
-2,440
| -38% | -$366K |
2021 Q4
18 quarters
|
|
478
VeriSign
VRSN
$28.2B
| $633K | 0.02% |
2,517
+340
| +16% | +$94.5K |
2021 Q4
18 quarters
|
|
479
Ross Stores
ROST
$74B
| $633K | 0.02% |
2,973
-491
| -14% | -$110K |
2021 Q4
18 quarters
|
|
480
UBS Group
UBS
$145B
| $632K | 0.02% |
12,751
-6,854
| -35% | -$312K |
2021 Q4
18 quarters
|
|
481
Biogen
BIIB
$36.8B
| $628K | 0.02% |
2,906
-272
| -9% | -$52K |
2021 Q4
18 quarters
|
|
482
Pfizer
PFE
$171B
| $626K | 0.02% |
26,002
-9,593
| -27% | -$251K |
2021 Q4
18 quarters
|
|
483
Garmin
GRMN
$52.3B
| $624K | 0.02% |
2,628
-505
| -16% | -$123K |
2021 Q4
18 quarters
|
|
484
Vistra
VST
$46.9B
| $622K | 0.02% |
3,922
-308
| -7% | -$47.8K |
2023 Q1
13 quarters
|
|
485
Intuitive Surgical
ISRG
$156B
| $622K | 0.02% |
1,563
-517
| -25% | -$226K |
2021 Q4
18 quarters
|
|
486
United States Gasoline Fund
UGA
$150M
| $621K | 0.02% |
6,028
+949
| +19% | +$103K |
2025 Q3
3 quarters
|
|
487
Howmet Aerospace
HWM
$88.7B
| $618K | 0.02% |
2,299
-500
| -18% | -$128K |
2021 Q4
18 quarters
|
|
488
Stryker
SYK
$119B
| $618K | 0.02% |
1,962
-1,019
| -34% | -$321K |
2021 Q4
18 quarters
|
|
489
Motorola Solutions
MSI
$81.3B
| $617K | 0.02% |
1,485
-584
| -28% | -$244K |
2021 Q4
18 quarters
|
|
490
Tower Semiconductor
TSEM
$18.5B
| $615K | 0.02% |
2,361
-100
| -4% | -$24K |
2023 Q1
13 quarters
|
|
491
Mondelez International
MDLZ
$82.4B
| $611K | 0.02% |
10,571
-1,195
| -10% | -$72K |
2021 Q4
18 quarters
|
|
492
Pacer Trendpilot US Large Cap ETF
PTLC
$3.23B
| $611K | 0.02% |
10,486
| – | – |
2023 Q3
11 quarters
|
|
493
iShares Russell Mid-Cap Value ETF
IWS
$15B
| $611K | 0.02% |
3,711
+76
| +2% | +$12K |
2022 Q3
15 quarters
|
|
494
Credo Technology Group
CRDO
$28.4B
| $609K | 0.02% |
2,241
+1,636
| +270% | +$323K |
2024 Q2
8 quarters
|
|
495
iShares Latin America 40 ETF
ILF
$3.33B
| $604K | 0.02% |
17,903
-21,308
| -54% | -$755K |
2025 Q1
5 quarters
|
|
496
Ferguson
FERG
$46.8B
| $604K | 0.02% |
2,545
-931
| -27% | -$225K |
2021 Q4
18 quarters
|
|
497
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$3.72B
| $602K | 0.02% |
5,937
-400
| -6% | -$40.5K |
2024 Q4
6 quarters
|
|
498
iShares ESG MSCI USA Leaders ETF
SUSL
$1.21B
| $601K | 0.02% |
4,529
-3
| -0.1% | -$383 |
2022 Q1
17 quarters
|
|
499
Moody's
MCO
$86.8B
| $600K | 0.02% |
1,325
+25
| +2% | +$11.2K |
2021 Q4
18 quarters
|
|
500
Cigna
CI
$78.1B
| $598K | 0.02% |
2,169
-943
| -30% | -$266K |
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.