EverSource Wealth Advisors, LLC

Registered adviser

CIK

1710537

Location

BIRMINGHAM, AL

Portfolio Value

Mid $2,945,472,151

Diversification

Diversified

Reports for

BMSS Wesson Wealth Solutions, LLC Christy Capital Management

Filing Date

Global Rank

#1,270 / 8,826 ▼ 197 · as of Jun 2026

Top Industry

Semiconductors 10.1%

Period ended 36 days ago

Filed Nov 4, 2026 · 1d

20 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 286340

Roster of Nov 1, 2026

Regulatory AUM

$5,095,829,877

Main clients

Individuals and high net worth (75% of AUM)

Private funds

1 fund · Real estate funds

Focus by gross assets, Schedule D of Dec 5, 2024

$9,350,992 gross assets

Private funds on Schedule D 7.B.(1)

As filed Dec 5, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

$11,079,048 gross assets in 1 fund Real estate funds $11,079,048 (1)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$5,095,829,877	Individuals and high net worth (75%)
Apr 2025 to Mar 2026	$3,954,297,526	Individuals and high net worth (72%)
Apr 2024 to Mar 2025	$2,694,361,660	Individuals and high net worth (68%)
Oct 2023 to Mar 2024	$1,807,761,235	Individuals and high net worth (70%)
May 2023 to Sep 2023	$1,807,761,235	Individuals and high net worth (70%)
Apr 2023	$1,807,761,235	Individuals and high net worth (70%)

6 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 35.0%, 46.3 effective positions, active share 55.2% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

15.7% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 16.3 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 55.2%; sector active share 43.6% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

4,498 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

9.9%

+0.2 pts

Top 5

24.7%

−1.2 pts

Top 10

34.7%

−0.3 pts

HHI

215

Diversified−1

Portfolio Trend

20 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	56.4%	$1,661,041,674	866
Technology	15.7%	$463,042,629	510
Financial Services	6.8%	$199,163,254	670
Industrials	4.3%	$126,611,927	495
Consumer Cyclical	4.2%	$123,478,103	368
Healthcare	3.3%	$97,976,190	595
Communication Services	3.2%	$93,787,669	166
Energy	2.3%	$67,177,069	186
Consumer Defensive	1.3%	$37,560,758	155
Basic Materials	1.2%	$36,302,904	197
Utilities	0.7%	$21,826,042	90
Real Estate	0.6%	$17,503,932	200

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
USRT	iShares Core U.S. REIT ETF	+196,705	197,075	$12,135,878
VONV	VANGUARD RUSSELL 1000 VALUE INDEX FUND	+105,179	108,766	$11,822,864
COPY	Tweedy, Browne Insider + Value ETF	+91,542	272,893	$4,180,720
—		+79,168	462,027	$0
PYLD		+77,210	634,024	$16,097,866
CGGR	Capital Group Growth ETF	+66,059	447,482	$21,224,070
VBIL	Vanguard Institutional Index Funds	+66,041	260,573	$19,730,586
CGXU	Capital Group International Focus Equity ETF	+60,000	671,144	$23,013,527
BITU	ProShares Ultra Bitcoin ETF	+57,355	114,495	$1,739,179
LQDM		+55,103	67,434	$1,534,796
SCO		+51,770	68,573	$1,361,174
CRWD	CrowdStrike Holdings, Inc.	+47,572	63,098	$16,705,191
USFR	WisdomTree Floating Rate Treasury Fund	+45,904	73,161	$3,686,581
DFIC	Dimensional International Core Equity 2 ETF	+43,214	568,142	$21,367,820
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	+40,973	42,652	$2,099,330
CGBL	Capital Group Core Balanced ETF	+37,917	86,477	$3,178,029
SGOV	iShares 0-3 Month Treasury Bond ETF	+35,688	75,053	$7,556,333
JPST	JPMorgan Ultra-Short Income ETF	+33,608	69,241	$3,487,668
RF	Regions Financial Corp	+33,354	57,662	$1,549,950
PRXG	Praxis Mutual Funds	+31,419	1,541,184	$62,936,251
FBTC	Fidelity Wise Origin Bitcoin Fund	+28,006	486,894	$35,367,980
PUSH	PGIM Ultra Short Municipal Bond ETF	+27,775	54,485	$2,710,628
VSLU	Applied Finance Valuation Large Cap ETF	+27,669	452,701	$21,969,578
PSLV	Sprott Physical Silver Trust	+27,008	194,775	$3,772,791
DISV	Dimensional International Small Cap Value ETF	+24,495	73,763	$3,193,200
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−148,231	507,143	$39,607,866
SOXS	Direxion Daily Semiconductor Bear 3X Shares	−140,354	40	$1,323
PDBC	Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	−112,217	6,088	$117,498
LMBS	First Trust Low Duration Opportunities ETF	−65,668	31,980	$1,549,750
BITX	Volatility Shares Trust	−62,728	11,276	$220,896
ABTC	American Bitcoin Corp.	−55,945	4,055	$34,386
ALIT	Alight, Inc. / Delaware	−41,069	672	$5,993
PCG	PG&E Corp	−35,158	34,232	$419,339
SOVF	Sovereign's Capital Flourish Fund	−30,314	378,713	$11,264,057
IWO	iShares Russell 2000 Growth ETF	−29,225	508	$181,305
CGMU	Capital Group Municipal Income ETF	−25,414	50,843	$1,318,867
BYND	Beyond Meat, Inc.	−25,391	185	$1,528
NEAR	iShares Short Duration Bond Active ETF	−24,075	18,994	$947,040
ET	Energy Transfer LP	−24,011	27,730	$548,221
SDCI	USCF ETF Trust	−21,002	60,877	$1,899,362
BRSP	BrightSpire Capital, Inc.	−20,263	603	$2,309
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	−20,144	79,662	$3,772,791
NCLH	Norwegian Cruise Line Holdings Ltd.	−19,963	1,194	$17,501
MP	MP Materials Corp.	−19,689	21,872	$1,034,323
SYM	Symbotic Inc.	−18,155	1,703	$71,642
WIT	Wipro Ltd	−16,085	31,952	$52,718
ICLN	iShares Global Clean Energy ETF	−15,651	6,692	$113,764
CGCP	Capital Group Core Plus Income ETF	−15,112	934,289	$19,778,897
VEA	Vanguard FTSE Developed Markets ETF	−14,705	995,396	$70,284,909
FFAI	Faraday Future Intelligent Electric Inc.	−14,196	14	$16
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
XHB	State Street(R) SPDR(R) S&P(R) Homebuilders ETF	15,850	$1,522,075
SCMB	Schwab Municipal Bond ETF	43,561	$1,052,433
SMMU	PIMCO Short Term Municipal Bond Active Exchange-Traded Fund	20,449	$1,010,385
VGK	VANGUARD EUROPEAN STOCK INDEX FUND	9,329	$809,757
IPAC	iShares Core MSCI Pacific ETF	9,056	$770,756
VGUS	VANGUARD ULTRA-SHORT TREASURY ETF	8,434	$637,779
ESLV	Eventide Large Cap Value ETF	16,519	$458,104
SKHY	SK hynix Inc.	2,324	$427,963
DBC	Invesco DB Commodity Index Tracking Fund	11,307	$365,442
SCUS	Schwab Ultra-Short Income ETF	10,060	$252,606
DUSB	Dimensional Ultrashort Fixed Income ETF	4,825	$243,614
SFLR		6,020	$234,479
CDNL	Cardinal Infrastructure Group Inc.	7,374	$225,643
TDTF	FlexShares iBoxx 5-Year Target Duration TIPS Index Fund	8,480	$192,326
MFUL	Mindful Conservative ETF	7,285	$160,612
FNDC	Schwab Fundamental International Small Equity ETF	3,149	$156,914
BUFD	FT Vest Laddered Deep Buffer ETF	5,000	$151,850
OTF	Blue Owl Technology Finance Corp.	10,472	$102,729
RULE	Adaptive Core ETF	3,326	$101,730
CNAV	Mohr Company NAV ETF	2,422	$100,513
SWMR	Swarmer, Inc	5,561	$99,151
VRIG	Invesco Variable Rate Investment Grade ETF	3,817	$95,520
SNAV	Mohr Sector Nav ETF	2,443	$94,758
MOO	VanEck Agribusiness ETF	1,155	$94,097
CBRS	Cerebras Systems Inc.	525	$93,266
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
DFAC	Dimensional U.S. Core Equity 2 ETF	580,195	$25,737,447
DCOR	Dimensional ETF Trust	153,132	$12,553,761
DFAT	Dimensional U.S. Targeted Value ETF	56,377	$3,940,751
DFAS	Dimensional U.S. Small Cap ETF	40,345	$3,322,007
YEAR	AB Ultra Short Income ETF	20,782	$1,046,165
STRK	Strategy Inc	16,355	$962,001
FNGD		19,998	$743,125
UYLD	Angel Oak UltraShort Income ETF	11,694	$596,452
SPXU	ProShares UltraPro Short S&P500	14,999	$556,012
FMUN	Fidelity Systematic Municipal Bond Index ETF	9,671	$487,515
—		9,141	$474,871
EDV	Vanguard World Fund	6,600	$429,528
TAN	Invesco Ltd.	6,541	$386,900
SQQQ	ProShares UltraPro Short QQQ	9,999	$363,063
DRIV	Global X Autonomous & Electric Vehicles ETF	8,737	$336,986
—		1,186	$243,173
ETHA	iShares Ethereum Trust ETF	11,695	$139,052
—		654	$123,400
TECS	Direxion Daily Technology Bear 3X Shares	19,998	$123,187
BIZD	VanEck BDC Income ETF	6,500	$82,290
FUSB	First US Bancshares, Inc.	4,966	$82,187
UTG	Reaves Utility Income Fund	2,000	$81,440
NDMO	Nuveen Dynamic Municipal Opportunities Fund	7,500	$78,075
TZA	Direxion Daily Small Cap Bear 3X Shares	19,998	$75,792
THQ	abrdn Healthcare Opportunities Fund	4,000	$74,920
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

4,498 tracked positions · $2,945,472,151 total · filing declares 19,881 positions · $3,107,798,681 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 4,498 positions by value · page 1 of 90

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VUG	VANGUARD GROWTH INDEX FUND	Added	1,305,131	+22,791	$117,605,352	+6.5%	3.99%
VTV	VANGUARD VALUE INDEX FUND	Added	377,745	+1,499	$81,623,136	−0.5%	2.77%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	995,396	-14,705	$70,284,909	−2.3%	2.39%
AAPL	Apple Inc. Technology	Added	203,719	+12,069	$67,842,493	+22.3%	2.30%
PRXG	Praxis Mutual Funds	Added	1,541,184	+31,419	$62,936,251	+6.8%	2.14%
NVDA	Nvidia Corp Technology	Added	254,186	+11,646	$58,050,991	+19.6%	1.97%
PRXV	Praxis Impact Large Cap Value ETF	Added	1,450,696	+10,678	$50,237,600	+0.2%	1.71%
MSFT	Microsoft Corp Technology	Reduced	79,833	-493	$40,946,337	+36.7%	1.39%
IAU	Ishares Gold Trust	Reduced	507,143	-148,231	$39,607,866	−20.0%	1.34%
AMZN	Amazon Com Inc Consumer Cyclical	Added	147,546	+7,022	$36,761,078	+9.8%	1.25%
GOOGL	Alphabet Inc. Communication Services	Added	104,610	+798	$35,994,200	−3.0%	1.22%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	486,894	+28,006	$35,367,980	+51.0%	1.20%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	93,127	+2,261	$34,851,846	+3.7%	1.18%
COWZ	Pacer US Cash Cows 100 ETF	Reduced	500,875	-9,360	$33,438,414	+5.4%	1.14%
VOO	VANGUARD 500 INDEX FUND	Reduced	45,166	-594	$31,655,039	+0.7%	1.07%
AVGO	Broadcom Inc. Technology	Reduced	85,293	-1,716	$29,954,040	−8.9%	1.02%
VIG	Vanguard Specialized Funds	Added	128,242	+4,553	$29,920,138	+2.2%	1.02%
TSLA	Tesla, Inc. Consumer Cyclical	Added	83,340	+2,041	$29,569,857	−13.5%	1.00%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Added	382,784	+13,192	$29,244,697	+1.6%	0.99%
APO	Apollo Global Management, Inc. Financial Services	Reduced	241,673	-12,719	$28,048,563	−6.8%	0.95%
ASML	Asml Holding NV Technology	Added	14,176	+37	$25,682,225	−8.7%	0.87%
AMAT	Applied Materials Inc Technology	Reduced	50,186	-1,692	$25,664,109	−31.6%	0.87%
SPY	Spdr S&P 500 ETF Trust	Added	32,606	+1,803	$24,866,311	+8.1%	0.84%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	409,751	-5,007	$24,302,328	−1.8%	0.83%
CGUS	Capital Group Core Equity ETF	Added	539,867	+18,757	$24,024,080	+3.6%	0.82%
PLTR	Palantir Technologies Inc. Technology	Reduced	125,760	-2,054	$23,523,403	+57.7%	0.80%
CGXU	Capital Group International Focus Equity ETF	Added	671,144	+60,000	$23,013,527	+8.8%	0.78%
AVDE	Avantis International Equity ETF	Added	247,287	+15,979	$22,283,030	+8.0%	0.76%
VSLU	Applied Finance Valuation Large Cap ETF	Added	452,701	+27,669	$21,969,578	—	0.75%
DFIC	Dimensional International Core Equity 2 ETF	Added	568,142	+43,214	$21,367,820	+9.2%	0.73%
CGGR	Capital Group Growth ETF	Added	447,482	+66,059	$21,224,070	+17.9%	0.72%
DGRO	iShares Core Dividend Growth ETF	Added	276,657	+1,394	$20,857,170	−0.0%	0.71%
CGCP	Capital Group Core Plus Income ETF	Reduced	934,289	-15,112	$19,778,897	−6.5%	0.67%
VBIL	Vanguard Institutional Index Funds	Added	260,573	+66,041	$19,730,586	+34.0%	0.67%
QQQ	Invesco Qqq Trust, Series 1	Reduced	26,454	-382	$19,569,874	−1.0%	0.66%
BSVO	EA Bridgeway Omni Small-Cap Value ETF	Added	691,997	+17,826	$19,347,543	−1.7%	0.66%
BNDX	Vanguard Total International Bond ETF	Reduced	409,630	-2,195	$19,199,357	−3.7%	0.65%
IVV	iShares Core S&P 500 ETF	Reduced	24,886	-3,390	$19,058,939	−10.0%	0.65%
DELL	Dell Technologies Inc. Technology	Reduced	35,090	-3,546	$18,876,659	+13.2%	0.64%
GOOG	Alphabet Inc. Communication Services	Added	54,599	+3,409	$18,604,057	+2.9%	0.63%
META	Meta Platforms, Inc. Communication Services	Reduced	23,959	-300	$17,374,581	+27.1%	0.59%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	63,098	+47,572	$16,705,191	+41.0%	0.57%
RAA	SMI 3Fourteen REAL Asset Allocation ETF	Added	557,128	+16,259	$16,664,812	—	0.57%
VB	Vanguard Index Funds	Reduced	57,958	-360	$16,488,470	−6.7%	0.56%
EFA	iShares MSCI EAFE ETF	Added	158,406	+3,477	$16,456,799	+2.3%	0.56%
PYLD		Added	634,024	+77,210	$16,097,866	+9.0%	0.55%
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	Added	265,550	+18,454	$15,046,060	+3.2%	0.51%
PAAA	PGIM AAA CLO ETF	Added	288,788	+17,771	$14,811,936	+6.6%	0.50%
PGR	Progressive Corp Financial Services	Reduced	64,911	-1,096	$13,456,694	−6.7%	0.46%
FANG	Diamondback Energy, Inc. Energy	Added	69,652	+613	$12,802,729	+5.5%	0.43%

Showing the top 50 of 4,498 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.