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 | |
|---|---|---|---|---|---|---|---|
176
Clean Harbors
CLH
$15.6B
| $2.85M | 0.1% |
9,546
-402
| -4% | -$119K |
2022 Q4
14 quarters
|
|
177
Pacer Global Cash Cows Dividend ETF
GCOW
$3.66B
| $2.8M | 0.09% |
64,660
+9,143
| +16% | +$417K |
2023 Q2
12 quarters
|
|
178
Inspire 100 ETF
BIBL
$502M
| $2.79M | 0.09% |
48,190
-386
| -0.8% | -$20.6K |
2021 Q4
18 quarters
|
|
179
Somnigroup International
SGI
$15.3B
| $2.76M | 0.09% |
35,232
+321
| +0.9% | +$23.5K |
2024 Q4
6 quarters
|
|
180
iShares Russell Mid-Cap ETF
IWR
$58.1B
| $2.7M | 0.09% |
24,452
-689
| -3% | -$72.5K |
2022 Q4
14 quarters
|
|
181
Tweedy Browne Insider + Value ETF
COPY
$425M
| $2.67M | 0.09% |
181,351
+30,069
| +20% | +$439K |
2025 Q4
2 quarters
|
|
182
iShares MSCI EAFE Value ETF
EFV
$30.6B
| $2.66M | 0.09% |
34,800
-15,780
| -31% | -$1.22M |
2021 Q4
18 quarters
|
|
183
Fidelity Enhanced Emerging Markets ETF
FEMR
$184M
| $2.62M | 0.09% |
61,564
-17,320
| -22% | -$694K |
2025 Q4
2 quarters
|
|
184
iShares Short-Term National Muni Bond ETF
SUB
$13.3B
| $2.62M | 0.09% |
24,610
+1,246
| +5% | +$133K |
2021 Q4
18 quarters
|
|
185
Eaton
ETN
$142B
| $2.61M | 0.09% |
6,126
+2,523
| +70% | +$1.02M |
2021 Q4
18 quarters
|
|
186
T. Rowe Price Blue Chip Growth ETF
TCHP
$2.05B
| $2.59M | 0.09% |
51,756
+1,657
| +3% | +$82.7K |
2025 Q4
2 quarters
|
|
187
Virtus Newfleet Multi-Sector Bond ETF
NFLT
$528M
| $2.58M | 0.09% |
112,528
+20,640
| +22% | +$474K |
2024 Q1
9 quarters
|
|
188
iShares Russell 1000 Growth ETF
IWF
$119B
| $2.54M | 0.09% |
20,458
-5,322
| -21% | -$642K |
2021 Q4
18 quarters
|
|
189
Dimensional Core Fixed Income ETF
DFCF
$11.7B
| $2.54M | 0.09% |
60,130
-43,686
| -42% | -$1.85M |
2022 Q2
16 quarters
|
|
190
Oracle
ORCL
$361B
| $2.5M | 0.08% |
17,035
-7,340
| -30% | -$1.33M |
2021 Q4
18 quarters
|
|
191
Sprott Physical Gold
PHYS
$14.2B
| $2.49M | 0.08% |
82,485
+17,284
| +27% | +$590K |
2022 Q4
14 quarters
|
|
192
Constellation Energy
CEG
$91.1B
| $2.42M | 0.08% |
9,756
+1,447
| +17% | +$408K |
2022 Q1
17 quarters
|
|
193
Dimensional International Core Fixed Income ETF
DFGX
$1.94B
| $2.42M | 0.08% |
45,072
+611
| +1% | +$32.4K |
2024 Q1
9 quarters
|
|
194
iShares Russell 1000 Value ETF
IWD
$83.3B
| $2.4M | 0.08% |
9,915
+527
| +6% | +$123K |
2021 Q4
18 quarters
|
|
195
Bank of America
BAC
$343B
| $2.38M | 0.08% |
41,845
-5,038
| -11% | -$268K |
2021 Q4
18 quarters
|
|
196
Wells Fargo
WFC
$258B
| $2.35M | 0.08% |
28,424
-3,027
| -10% | -$243K |
2021 Q4
18 quarters
|
|
197
UnitedHealth
UNH
$359B
| $2.34M | 0.08% |
5,620
+70
| +1% | +$25.9K |
2021 Q4
18 quarters
|
|
198
MP Materials
MP
$6.83B
| $2.33M | 0.08% |
41,561
+39,225
| +1,679% | +$2.39M |
2021 Q4
18 quarters
|
|
199
Eventide US Market ETF
ESUM
$198M
| $2.3M | 0.08% |
75,057
-10,371
| -12% | -$299K |
2025 Q1
5 quarters
|
|
200
Timothy Plan US Large/Mid Cap Core ETF
TPLC
$318M
| $2.28M | 0.08% |
45,193
-5,317
| -11% | -$259K |
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.