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 | |
|---|---|---|---|---|---|---|---|
201
Pinnacle Financial Partners Inc
PNFP
$15.8B
| $2.24M | 0.08% |
22,201
-2,075
| -9% | -$199K |
2021 Q4
18 quarters
|
|
202
RTX Corp
RTX
$274B
| $2.23M | 0.08% |
11,749
-2,797
| -19% | -$513K |
2021 Q4
18 quarters
|
|
203
Capital Group Global Growth Equity ETF
CGGO
$11.6B
| $2.21M | 0.07% |
52,096
+2,875
| +6% | +$112K |
2022 Q3
15 quarters
|
|
204
iShares Short Maturity Bond ETF
NEAR
$5.2B
| $2.18M | 0.07% |
43,069
-161
| -0.4% | -$8.16K |
2024 Q4
6 quarters
|
|
205
Linde
LIN
$239B
| $2.17M | 0.07% |
4,175
-1,197
| -22% | -$606K |
2021 Q4
18 quarters
|
|
206
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
SDCI
$821M
| $2.16M | 0.07% |
81,879
+25,384
| +45% | +$704K |
2026 Q1
1 quarter
|
|
207
Vanguard S&P 500 Growth ETF
VOOG
$26B
| $2.16M | 0.07% |
26,166
+2,796
| +12% | +$222K |
2024 Q3
7 quarters
|
|
208
Coca-Cola
KO
$412B
| $2.15M | 0.07% |
26,422
-14,225
| -35% | -$1.12M |
2021 Q4
18 quarters
|
|
209
TJX Companies
TJX
$155B
| $2.14M | 0.07% |
14,113
-4,625
| -25% | -$731K |
2021 Q4
18 quarters
|
|
210
Capital Group Municipal Income ETF
CGMU
$7.46B
| $2.09M | 0.07% |
76,257
+41,342
| +118% | +$1.13M |
2024 Q2
8 quarters
|
|
211
Seagate
STX
$136B
| $2.09M | 0.07% |
2,166
-915
| -30% | -$698K |
2021 Q4
18 quarters
|
|
212
Axon Enterprise
AXON
$34.6B
| $2.06M | 0.07% |
3,666
+1,930
| +111% | +$808K |
2022 Q4
14 quarters
|
|
213
Invesco S&P 500 Equal Weight ETF
RSP
$101B
| $2.05M | 0.07% |
9,632
-2,484
| -21% | -$508K |
2021 Q4
18 quarters
|
|
214
OneAscent International Equity ETF
OAIM
$381M
| $2.04M | 0.07% |
42,692
+12,201
| +40% | +$567K |
2025 Q1
5 quarters
|
|
215
AB Short Duration High Yield ETF
SYFI
$934M
| $2.04M | 0.07% |
57,057
+13,097
| +30% | +$468K |
2024 Q4
6 quarters
|
|
216
Valero Energy
VLO
$106B
| $2.04M | 0.07% |
7,819
-3,793
| -33% | -$934K |
2021 Q4
18 quarters
|
|
217
Philip Morris
PM
$325B
| $2.01M | 0.07% |
11,103
-228
| -2% | -$39.5K |
2021 Q4
18 quarters
|
|
218
Timothy Plan International ETF
TPIF
$267M
| $2M | 0.07% |
53,556
-1,164
| -2% | -$43.6K |
2021 Q4
18 quarters
|
|
219
Schwab US Large-Cap Value ETF
SCHV
$15.7B
| $1.99M | 0.07% |
57,179
-9,713
| -15% | -$320K |
2024 Q4
6 quarters
|
|
220
Dimensional International Small Cap Value ETF
DISV
$5.11B
| $1.98M | 0.07% |
49,268
+11,761
| +31% | +$488K |
2024 Q4
6 quarters
|
|
221
American Express
AXP
$220B
| $1.97M | 0.07% |
5,817
-822
| -12% | -$263K |
2021 Q4
18 quarters
|
|
222
Chubb
CB
$141B
| $1.94M | 0.07% |
5,695
-1,421
| -20% | -$463K |
2021 Q4
18 quarters
|
|
223
Lockheed Martin
LMT
$149B
| $1.93M | 0.07% |
3,795
-1,193
| -24% | -$645K |
2021 Q4
18 quarters
|
|
224
Marathon Petroleum
MPC
$121B
| $1.93M | 0.06% |
7,539
-6,596
| -47% | -$1.62M |
2021 Q4
18 quarters
|
|
225
Citigroup
C
$204B
| $1.93M | 0.06% |
13,767
-2,120
| -13% | -$276K |
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.