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 | |
|---|---|---|---|---|---|---|---|
101
Dimensional International Value ETF
DFIV
$22B
| $6.15M | 0.21% |
113,778
-4,052
| -3% | -$223K |
2021 Q4
18 quarters
|
|
102
Avantis International Small Cap Value ETF
AVDV
$19.7B
| $6.15M | 0.21% |
59,639
+4,251
| +8% | +$452K |
2021 Q4
18 quarters
|
|
103
CRISPR Therapeutics
CRSP
$4.84B
| $6.04M | 0.2% |
110,689
+21,006
| +23% | +$1.11M |
2022 Q2
16 quarters
|
|
104
PGIM Short Duration High Yield ETF
PSH
$214M
| $5.99M | 0.2% |
120,121
-2,762
| -2% | -$138K |
2025 Q3
3 quarters
|
|
105
Texas Pacific Land
TPL
$22.8B
| $5.61M | 0.19% |
12,827
-416
| -3% | -$169K |
2023 Q4
10 quarters
|
|
106
ExxonMobil
XOM
$733B
| $5.51M | 0.19% |
40,280
-20,647
| -34% | -$3.09M |
2021 Q4
18 quarters
|
|
107
Vanguard International Dividend Appreciation ETF
VIGI
$9.26B
| $5.49M | 0.18% |
58,753
-2,553
| -4% | -$237K |
2021 Q4
18 quarters
|
|
108
Applied Finance IVS US SMID ETF
IVSS
$28.4M
| $5.48M | 0.18% |
183,118
-41,671
| -19% | -$1.17M |
2026 Q1
1 quarter
|
|
109
iShares Core MSCI EAFE ETF
IEFA
$190B
| $5.41M | 0.18% |
56,012
-6,504
| -10% | -$625K |
2021 Q4
18 quarters
|
|
110
SPDR Gold Trust
GLD
$132B
| $5.29M | 0.18% |
14,350
-1,655
| -10% | -$686K |
2021 Q4
18 quarters
|
|
111
Deere & Co
DE
$180B
| $5.14M | 0.17% |
8,107
-775
| -9% | -$449K |
2021 Q4
18 quarters
|
|
112
Vanguard Tax-Exempt Bond Index Fund
VTEB
$51.2B
| $5.05M | 0.17% |
99,806
+2,790
| +3% | +$140K |
2021 Q4
18 quarters
|
|
113
Timothy Plan US Small Cap Core ETF
TPSC
$357M
| $5.03M | 0.17% |
104,830
+10,999
| +12% | +$500K |
2021 Q4
18 quarters
|
|
114
Visa
V
$795B
| $5.03M | 0.17% |
14,656
-4,732
| -24% | -$1.52M |
2021 Q4
18 quarters
|
|
115
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.1B
| $5M | 0.17% |
135,598
+296
| +0.2% | +$10.9K |
2021 Q4
18 quarters
|
|
116
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.55B
| $4.98M | 0.17% |
106,214
-11,930
| -10% | -$537K |
2024 Q1
9 quarters
|
|
117
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.26B
| $4.98M | 0.17% |
124,070
+17,487
| +16% | +$651K |
2024 Q4
6 quarters
|
|
118
D.R. Horton
DHI
$41.5B
| $4.97M | 0.17% |
30,485
-12,811
| -30% | -$1.91M |
2021 Q4
18 quarters
|
|
119
State Street Technology Select Sector SPDR ETF
XLK
$115B
| $4.96M | 0.17% |
26,031
-904
| -3% | -$154K |
2021 Q4
18 quarters
|
|
120
TSMC
TSM
$2.07T
| $4.88M | 0.16% |
10,211
-4,482
| -31% | -$1.82M |
2021 Q4
18 quarters
|
|
121
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.56B
| $4.86M | 0.16% |
97,648
+9,367
| +11% | +$467K |
2026 Q1
1 quarter
|
|
122
Goldman Sachs
GS
$262B
| $4.85M | 0.16% |
4,796
-3,491
| -42% | -$3.4M |
2021 Q4
18 quarters
|
|
123
Avantis Emerging Markets Equity ETF
AVEM
$26.8B
| $4.73M | 0.16% |
49,052
-12,099
| -20% | -$1.12M |
2021 Q4
18 quarters
|
|
124
Vanguard Total International Stock ETF
VXUS
$159B
| $4.68M | 0.16% |
54,796
-11,140
| -17% | -$933K |
2021 Q4
18 quarters
|
|
125
Schwab US Dividend Equity ETF
SCHD
$121B
| $4.66M | 0.16% |
147,028
-1,906
| -1% | -$60.5K |
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.