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 | |
|---|---|---|---|---|---|---|---|
|
76
Pool Corp
POOL
$7.67B
| $8M | 0.27% |
37,236
+36,313
| +3,934% | +$7.25M |
2021 Q4
18 quarters
|
|
77
JPMorgan Equity Premium Income ETF
JEPI
$46B
| $7.91M | 0.27% |
139,974
+6,551
| +5% | +$370K |
2023 Q1
13 quarters
|
|
78
Ciena
CIEN
$40.3B
| $7.79M | 0.26% |
15,877
-4,635
| -23% | -$2.36M |
2021 Q4
18 quarters
|
|
79
Dimensional US Equity ETF
DFUS
$21.4B
| $7.64M | 0.26% |
93,263
+130
| +0.1% | +$10.3K |
2021 Q4
18 quarters
|
|
80
Inspire 500 ETF
PTL
$865M
| $7.59M | 0.26% |
26,542
+3,088
| +13% | +$855K |
2024 Q4
6 quarters
|
|
81
Capital Group Dividend Value ETF
CGDV
$38.8B
| $7.55M | 0.25% |
153,273
+39,288
| +34% | +$1.85M |
2022 Q3
15 quarters
|
|
82
HealthEquity
HQY
$8.58B
| $7.53M | 0.25% |
83,393
+17,503
| +27% | +$1.48M |
2023 Q1
13 quarters
|
|
83
Home Depot
HD
$340B
| $7.53M | 0.25% |
21,338
-15,874
| -43% | -$5.16M |
2021 Q4
18 quarters
|
|
84
Blackstone
BX
$95.9B
| $7.5M | 0.25% |
63,714
+717
| +1% | +$86.2K |
2021 Q4
18 quarters
|
|
85
RB Global
RBA
$17.3B
| $7.47M | 0.25% |
64,122
-3,962
| -6% | -$417K |
2022 Q3
15 quarters
|
|
86
Vanguard Total World Stock ETF
VT
$80.4B
| $7.15M | 0.24% |
45,585
+562
| +1% | +$85.7K |
2021 Q4
18 quarters
|
|
87
Kirby Corp
KEX
$7.43B
| $7.08M | 0.24% |
52,084
-66
| -0.1% | -$9.44K |
2024 Q1
9 quarters
|
|
88
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.33B
| $6.96M | 0.23% |
47,603
-260
| -0.5% | -$36.3K |
2025 Q3
3 quarters
|
|
89
Amplify International Enhanced Dividend Income ETF
IDVO
$1.36B
| $6.93M | 0.23% |
165,082
+9,293
| +6% | +$393K |
2024 Q4
6 quarters
|
|
90
Dimensional Emerging Core Equity Market ETF
DFAE
$9.21B
| $6.92M | 0.23% |
171,979
+2,907
| +2% | +$112K |
2022 Q1
17 quarters
|
|
91
Vanguard Short-Term Corporate Bond ETF
VCSH
$44B
| $6.85M | 0.23% |
86,651
-148,970
| -63% | -$11.8M |
2021 Q4
18 quarters
|
|
92
Advanced Micro Devices
AMD
$762B
| $6.7M | 0.23% |
11,542
-710
| -6% | -$291K |
2021 Q4
18 quarters
|
|
93
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.99B
| $6.59M | 0.22% |
144,310
-9,310
| -6% | -$426K |
2024 Q1
9 quarters
|
|
94
Dimensional US Marketwide Value ETF
DFUV
$15.6B
| $6.59M | 0.22% |
119,826
-68,901
| -37% | -$3.62M |
2022 Q2
16 quarters
|
|
|
95
Generac Holdings
GNRC
$11.9B
| $6.58M | 0.22% |
22,479
+13,462
| +149% | +$3.37M |
2021 Q4
18 quarters
|
|
96
Vanguard High Dividend Yield ETF
VYM
$83.4B
| $6.58M | 0.22% |
41,632
+970
| +2% | +$152K |
2021 Q4
18 quarters
|
|
97
Chevron
CVX
$444B
| $6.54M | 0.22% |
39,462
-6,086
| -13% | -$1.13M |
2021 Q4
18 quarters
|
|
98
Amgen
AMGN
$252B
| $6.33M | 0.21% |
17,477
-2,209
| -11% | -$756K |
2021 Q4
18 quarters
|
|
99
Inspire International ETF
WWJD
$572M
| $6.23M | 0.21% |
163,517
+2,003
| +1% | +$78.2K |
2021 Q4
18 quarters
|
|
100
First Trust Rising Dividend Achievers ETF
RDVY
$25.6B
| $6.23M | 0.21% |
76,916
+8,946
| +13% | +$673K |
2023 Q2
12 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.