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 | |
|---|---|---|---|---|---|---|---|
551
Comcast
CMCSA
$84.1B
| $515K | 0.02% |
20,977
-4,740
| -18% | -$122K |
2021 Q4
18 quarters
|
|
552
New York Times
NYT
$10.8B
| $515K | 0.02% |
7,353
-2,890
| -28% | -$223K |
2022 Q3
15 quarters
|
|
553
Global X Copper Miners ETF NEW
COPX
$6.31B
| $514K | 0.02% |
6,681
-15
| -0.2% | -$1.25K |
2025 Q4
2 quarters
|
|
554
DTE Energy
DTE
$27.9B
| $513K | 0.02% |
3,369
+1,467
| +77% | +$214K |
2021 Q4
18 quarters
|
|
555
CSX Corp
CSX
$94B
| $513K | 0.02% |
10,795
-5,764
| -35% | -$260K |
2021 Q4
18 quarters
|
|
556
Element Solutions
ESI
$8.55B
| $512K | 0.02% |
10,725
+275
| +3% | +$11.4K |
2023 Q1
13 quarters
|
|
557
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.31B
| $511K | 0.02% |
+20,446
| New | +$511K |
2026 Q2
0 quarters
|
|
558
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14B
| $510K | 0.02% |
5,616
+20
| +0.4% | +$1.76K |
2024 Q4
6 quarters
|
|
559
Enterprise Products Partners
EPD
$81B
| $510K | 0.02% |
13,867
-196
| -1% | -$7.4K |
2021 Q4
18 quarters
|
|
560
TransDigm Group
TDG
$66.8B
| $506K | 0.02% |
379
-26
| -6% | -$31.9K |
2021 Q4
18 quarters
|
|
561
ATI
ATI
$24.5B
| $504K | 0.02% |
2,557
-1,199
| -32% | -$203K |
2021 Q4
18 quarters
|
|
562
Fabrinet
FN
$13B
| $501K | 0.02% |
892
-363
| -29% | -$234K |
2021 Q4
18 quarters
|
|
563
DraftKings
DKNG
$10.9B
| $497K | 0.02% |
19,665
+2,504
| +15% | +$61.8K |
2022 Q4
14 quarters
|
|
564
Huntington Bancshares
HBAN
$32B
| $495K | 0.02% |
27,914
-10,258
| -27% | -$169K |
2021 Q4
18 quarters
|
|
565
Take-Two Interactive
TTWO
$36.5B
| $494K | 0.02% |
1,976
+461
| +30% | +$102K |
2021 Q4
18 quarters
|
|
566
Datadog
DDOG
$79.2B
| $494K | 0.02% |
1,896
-925
| -33% | -$172K |
2021 Q4
18 quarters
|
|
567
MasTec
MTZ
$15.9B
| $491K | 0.02% |
1,180
-188
| -14% | -$71.9K |
2023 Q4
10 quarters
|
|
568
AstraZeneca
AZN
$285B
| $491K | 0.02% |
2,588
-1,090
| -30% | -$205K |
2021 Q4
18 quarters
|
|
569
United Rentals
URI
$72.8B
| $488K | 0.02% |
431
-76
| -15% | -$72.3K |
2021 Q4
18 quarters
|
|
570
Wheaton Precious Metals
WPM
$53.3B
| $488K | 0.02% |
4,341
-319
| -7% | -$41.5K |
2022 Q3
15 quarters
|
|
571
Fidelity Systematic Municipal Bond Index ETF
FMUN
$176M
| $488K | 0.02% |
+9,671
| New | +$485K |
2026 Q2
0 quarters
|
|
572
Baker Hughes
BKR
$52.4B
| $486K | 0.02% |
8,751
-2,985
| -25% | -$189K |
2021 Q4
18 quarters
|
|
573
Encompass Health
EHC
$13.2B
| $481K | 0.02% |
4,760
-997
| -17% | -$103K |
2021 Q4
18 quarters
|
|
574
Aramark
ARMK
$14.4B
| $481K | 0.02% |
8,453
-1,245
| -13% | -$61.4K |
2023 Q2
12 quarters
|
|
575
DELISTED
Janus Henderson
JHG
| $475K | 0.02% |
9,141
-2,168
| -19% | -$112K |
2022 Q2
16 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.