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 | |
|---|---|---|---|---|---|---|---|
526
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$893M
| $559K | 0.02% |
22,675
-74
| -0.3% | -$1.82K |
2025 Q3
3 quarters
|
|
527
Steris
STE
$22.6B
| $558K | 0.02% |
2,650
-85
| -3% | -$18.2K |
2021 Q4
18 quarters
|
|
528
ProShares UltraPro Short S&P 500
SPXU
$447M
| $556K | 0.02% |
+14,999
| New | +$621K |
2026 Q2
0 quarters
|
|
529
Bank of Montreal
BMO
$119B
| $556K | 0.02% |
3,145
-1,141
| -27% | -$179K |
2021 Q4
18 quarters
|
|
530
Banco Santander
SAN
$164B
| $555K | 0.02% |
40,219
-20,483
| -34% | -$254K |
2022 Q1
17 quarters
|
|
531
Atmos Energy
ATO
$29.4B
| $542K | 0.02% |
3,146
+610
| +24% | +$109K |
2022 Q1
17 quarters
|
|
532
TE Connectivity
TEL
$63.2B
| $541K | 0.02% |
2,683
-841
| -24% | -$179K |
2021 Q4
18 quarters
|
|
533
iShares Russell 2000 Value ETF
IWN
$14B
| $540K | 0.02% |
2,443
-47,153
| -95% | -$9.9M |
2025 Q3
3 quarters
|
|
534
Starbucks
SBUX
$119B
| $537K | 0.02% |
5,255
-1,319
| -20% | -$133K |
2021 Q4
18 quarters
|
|
535
Natera
NTRA
$56B
| $535K | 0.02% |
1,971
-269
| -12% | -$57.4K |
2023 Q2
12 quarters
|
|
536
PayPal
PYPL
$48.4B
| $534K | 0.02% |
12,377
-659
| -5% | -$30K |
2021 Q4
18 quarters
|
|
537
Viking Holdings
VIK
$38.3B
| $533K | 0.02% |
5,094
+471
| +10% | +$40.8K |
2024 Q3
7 quarters
|
|
538
Corpay
CPAY
$26.7B
| $533K | 0.02% |
1,600
-751
| -32% | -$249K |
2021 Q4
18 quarters
|
|
539
Expedia Group
EXPE
$34.3B
| $532K | 0.02% |
2,081
-372
| -15% | -$88.4K |
2021 Q4
18 quarters
|
|
540
Shopify
SHOP
$183B
| $532K | 0.02% |
4,659
-1,875
| -29% | -$214K |
2021 Q4
18 quarters
|
|
541
Allstate
ALL
$66.1B
| $530K | 0.02% |
2,227
-710
| -24% | -$154K |
2021 Q4
18 quarters
|
|
542
Neurocrine Biosciences
NBIX
$16.8B
| $529K | 0.02% |
3,136
-1,421
| -31% | -$211K |
2023 Q1
13 quarters
|
|
543
TotalEnergies
TTE
$204B
| $526K | 0.02% |
6,767
-3,307
| -33% | -$292K |
2021 Q4
18 quarters
|
|
544
KB Financial Group
KB
$38.5B
| $526K | 0.02% |
5,009
-4,084
| -45% | -$431K |
2021 Q4
18 quarters
|
|
545
Intuit
INTU
$92.1B
| $524K | 0.02% |
2,007
-43
| -2% | -$15K |
2021 Q4
18 quarters
|
|
546
Sherwin-Williams
SHW
$82.4B
| $519K | 0.02% |
1,508
-516
| -25% | -$165K |
2021 Q4
18 quarters
|
|
547
Hasbro
HAS
$16.5B
| $517K | 0.02% |
6,262
-1,090
| -15% | -$98.1K |
2022 Q4
14 quarters
|
|
548
BorgWarner
BWA
$10.4B
| $517K | 0.02% |
7,783
-2,346
| -23% | -$149K |
2021 Q4
18 quarters
|
|
549
iShares Gold Trust Micro
IAUM
$6.2B
| $516K | 0.02% |
12,900
+3,932
| +44% | +$177K |
2025 Q2
4 quarters
|
|
550
Carrier Global
CARR
$45.3B
| $516K | 0.02% |
7,032
-1,439
| -17% | -$94.1K |
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.