DOSSIER · 13F-HR · Q2 2026

Evernest Financial Advisors, LLC

$478M in tracked AUM across 191 positions as of Q2 2026.

EF
CIK 0002009530 · last filed Jun 30, 2026
Total AUM
$478M
as of Q2 2026
Holdings
191
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Evernest Financial Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPSM
SPDR SERIES TRUST
$35M600K7.2%
02
BRK/B
BERKSHIRE HATHAWAY INC DEL
$32M64K6.7%
03
RSP
INVESCO EXCHANGE TRADED FD T
$27M125K5.5%
04
IJH
ISHARES TR
$24M316K5.1%
05
GLDM
WORLD GOLD TR
$22M274K4.6%
06
MSFT
MICROSOFT CORP
$19M50K3.9%
07
FENI
FIDELITY COVINGTON TRUST
$18M460K3.9%
08
TACK
CAPITOL SER TR
$18M555K3.7%
09
AAPL
APPLE INC
$15M53K3.2%
10
IVV
ISHARES TR
$15M20K3.1%

Filing history

2026Q2Jun 30
$478M 0.7%
191 positionsView →
2026Q1Mar 31
$481M 0.9%
180 positionsView →
2025Q4Dec 31
$477M 177.5%
185 positionsView →
2025Q3Sep 30
$172M 44.4%
92 positionsView →
2025Q2Jun 30
$309M 10.9%
171 positionsLocked
2025Q1Mar 31
$279M 27.7%
148 positionsLocked
2024Q4Dec 31
$386M 3.9%
163 positionsLocked
2024Q3Sep 30
$371M 66.2%
162 positionsLocked
2024Q2Jun 30
$223M 5.6%
128 positionsLocked
2024Q1Mar 31
$211M 7.2%
125 positionsLocked
2023Q4Dec 31
$197M 2.1%
122 positionsLocked
2021Q4Dec 31
$193M
116 positionsLocked