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EverSource Wealth Advisors, LLC
Mark Wesson · Investment Advisor · Multi-Strategy
EverSource Wealth Advisors, LLC is an SEC-registered investment advisory firm headquartered in Birmingham, Alabama, founded in 2017. The firm provides a comprehensive platform for independent financial advisors, offering outsourced back-office support, advanced technology solutions, and robust investment management services. EverSource is particularly known for its focus on values-based and biblically responsible investing, enabling advisors and their clients to align financial portfolios with personal principles. The institution serves a diverse range of clients, including individuals, families, and institutions, through a network of representatives across the United States.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +14.3% |
| YTD return | +9.9% |
| Sharpe ratio | 2.33 |
| Win rate | 53% |
| AUM | $0.5B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.5B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://eversourcewealthadvisors.com/ |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 11.4% | +25.5% |
| GOOGL | Alphabet Inc Class A | 10.7% | +34.4% |
| NVDA | NVIDIA Corporation | 9.4% | +18.1% |
| AMZN | Amazon.com Inc | 7.5% | +14.1% |
| MSFT | Microsoft Corporation | 7.3% | +2.5% |
| AVGO | Broadcom Inc | 6.6% | +5.6% |
| APO | Apollo Global Management LLC Class A | 6.2% | -0.9% |
| AMAT | Applied Materials Inc | 5.2% | +62.3% |
| TSLA | Tesla Inc | 4.9% | -16.9% |
| ASML | ASML Holding NV ADR | 4.6% | +50.2% |
| DELL | Dell Technologies Inc | 3.1% | +75.3% |
| PLTR | Palantir Technologies Inc. | 3.1% | +5.4% |
| PGR | Progressive Corp | 2.8% | -4.6% |
| FANG | Diamondback Energy Inc | 2.7% | +4.3% |
| META | Meta Platforms Inc. | 2.6% | -4.3% |
| BRK-A | Berkshire Hathaway Inc | 2.6% | +5.4% |
| CRH | CRH PLC ADR | 2.5% | -25.0% |
| JPM | JPMorgan Chase & Co | 2.5% | +13.3% |
| CRWD | Crowdstrike Holdings Inc | 2.3% | +24.1% |
| KKR | KKR & Co LP | 2.1% | -2.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 3, 2026 | SELL | MSFT | 6.2% → 7.3% |
| Aug 3, 2026 | BUY | ASML | 4.6% → 4.6% |
| Aug 3, 2026 | SELL | MU | 2.4% → 0.0% |
| Aug 3, 2026 | SELL | WMT | 2.1% → 0.0% |
| Aug 3, 2026 | SELL | AAPL | 14.5% → 11.4% |
Investment Style Analysis
EverSource Wealth Advisors, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $0.5B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 3, EverSource Wealth Advisors, LLC made a significant move by reducing the position in MSFT. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm follows a Life Impact Stewardship philosophy, which emphasizes a planning-centric approach that aligns investment strategies with the client's unique life goals and values. Their strategy focuses on stewardship, risk mitigation, and long-term clarity, often incorporating faith-based or biblically responsible investing (BRI) frameworks. EverSource utilizes a mix of discretionary portfolio management, model portfolios, and private market assets, while providing advisors the flexibility to implement customized solutions under the oversight of a central investment committee.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with EverSource Wealth Advisors, LLC.
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Frequently asked questions
How is the simulated portfolio for EverSource Wealth Advisors, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is EverSource Wealth Advisors, LLC's largest holding?
As of the latest filing, EverSource Wealth Advisors, LLC's top position is Apple Inc (AAPL), representing 11.4% of the portfolio. This reflects a high-conviction bet by the institution.
What is EverSource Wealth Advisors, LLC's historical performance and risk profile?
Our simulation indicates a total return of +14.3% with a win rate of 53%. Notably, the portfolio maintains a Sharpe Ratio of 2.33, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does EverSource Wealth Advisors, LLC primarily invest in?
EverSource Wealth Advisors, LLC has a strong preference for the Semiconductors sector, which makes up 16.0% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is EverSource Wealth Advisors, LLC's portfolio concentrated or diversified?
EverSource Wealth Advisors, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 31.5% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has EverSource Wealth Advisors, LLC performed in 2026?
Our AI-simulated model portfolio for EverSource Wealth Advisors, LLC tracks a Year-to-Date (YTD) return of +9.9%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Mark Wesson manage EverSource Wealth Advisors, LLC directly?
Yes, Mark Wesson serves as the key portfolio manager for EverSource Wealth Advisors, LLC, overseeing the investment strategy and final capital allocation decisions.