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 | |
|---|---|---|---|---|---|---|---|
501
Target
TGT
$70.1B
| $597K | 0.02% |
4,570
+150
| +3% | +$19.1K |
2021 Q4
18 quarters
|
|
502
Angel Oak UltraShort Income ETF
UYLD
$1.44B
| $596K | 0.02% |
11,694
+1,361
| +13% | +$69.6K |
2025 Q4
2 quarters
|
|
503
3M
MMM
$91.3B
| $595K | 0.02% |
3,672
-771
| -17% | -$117K |
2021 Q4
18 quarters
|
|
504
Emerson Electric
EMR
$92.8B
| $589K | 0.02% |
4,112
-962
| -19% | -$135K |
2021 Q4
18 quarters
|
|
505
ProShares UltraShort Bloomberg Crude Oil
SCO
$926M
| $588K | 0.02% |
16,803
+16,553
| +6,621% | +$477K |
2026 Q1
1 quarter
|
|
506
MSCI
MSCI
$46.5B
| $586K | 0.02% |
1,046
-137
| -12% | -$79.9K |
2021 Q4
18 quarters
|
|
507
Toyota
TM
$227B
| $585K | 0.02% |
3,475
-969
| -22% | -$184K |
2021 Q4
18 quarters
|
|
508
Hilton Worldwide
HLT
$81B
| $582K | 0.02% |
1,762
-458
| -21% | -$151K |
2021 Q4
18 quarters
|
|
509
Elevance Health
ELV
$89.7B
| $582K | 0.02% |
1,503
-509
| -25% | -$189K |
2021 Q4
18 quarters
|
|
510
Intercontinental Exchange
ICE
$95.5B
| $581K | 0.02% |
4,719
-1,302
| -22% | -$195K |
2021 Q4
18 quarters
|
|
511
Southern Copper
SCCO
$146B
| $577K | 0.02% |
3,388
-2,444
| -42% | -$434K |
2022 Q4
14 quarters
|
|
512
Carpenter Technology
CRS
$14.7B
| $574K | 0.02% |
931
+172
| +23% | +$81K |
2021 Q4
18 quarters
|
|
513
Atlassian
TEAM
$48.4B
| $574K | 0.02% |
7,380
+2,940
| +66% | +$240K |
2021 Q4
18 quarters
|
|
514
TD Synnex
SNX
$18.2B
| $574K | 0.02% |
2,145
+689
| +47% | +$166K |
2022 Q3
15 quarters
|
|
515
L3Harris
LHX
$51.7B
| $572K | 0.02% |
1,969
-920
| -32% | -$292K |
2021 Q4
18 quarters
|
|
516
Columbia Banking Systems
COLB
$8.72B
| $571K | 0.02% |
17,830
-2,457
| -12% | -$73K |
2022 Q1
17 quarters
|
|
517
Burlington
BURL
$15.1B
| $569K | 0.02% |
1,797
-495
| -22% | -$160K |
2023 Q2
12 quarters
|
|
518
Regeneron Pharmaceuticals
REGN
$101B
| $568K | 0.02% |
912
-968
| -51% | -$659K |
2021 Q4
18 quarters
|
|
519
Beam Therapeutics
BEAM
$2.72B
| $568K | 0.02% |
16,556
+16,540
| +103,375% | +$499K |
2024 Q1
9 quarters
|
|
520
Schwab Fundamental International Large Company Index ETF
FNDF
$25.7B
| $568K | 0.02% |
10,769
-1,402
| -12% | -$73.7K |
2023 Q3
11 quarters
|
|
521
Medtronic
MDT
$126B
| $567K | 0.02% |
7,246
-1,791
| -20% | -$144K |
2021 Q4
18 quarters
|
|
522
Coca-Cola Consolidated
COKE
$13.7B
| $566K | 0.02% |
2,967
-456
| -13% | -$84.9K |
2021 Q4
18 quarters
|
|
523
Mohawk Industries
MHK
$8.45B
| $562K | 0.02% |
4,631
+502
| +12% | +$52.8K |
2021 Q4
18 quarters
|
|
524
Simon Property Group
SPG
$71.9B
| $560K | 0.02% |
2,505
-698
| -22% | -$144K |
2021 Q4
18 quarters
|
|
525
Curtiss-Wright
CW
$18.4B
| $559K | 0.02% |
738
-94
| -11% | -$68.9K |
2023 Q4
10 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.