13F Insight
DOSSIER · 13F-HR · Q1 2026

Evernest Financial Advisors, LLC

Evernest Financial's holding co. based in London, UK — $481M in tracked AUM across 180 positions as of Q1 2026.

EF
Evernest Financial·London, UK·Holding Co.
CIK 0002009530 · last filed Mar 31, 2026
Total AUM
$481M
▲ 18.2%
vs prior
Holdings
180
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
15% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Evernest Financial Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$36M135K7.5%
02
BRK/B
BERKSHIRE HATHAWAY INC DEL
$30M64K6.3%
03
SPSM
SPDR SERIES TRUST
$30M562K6.2%
04
GLDM
WORLD GOLD TR
$26M280K5.4%
05
RSP
INVESCO EXCHANGE TRADED FD T
$23M114K4.8%
06
IJH
ISHARES TR
$23M313K4.7%
07
MSFT
MICROSOFT CORP
$21M50K4.4%
08
FENI
FIDELITY COVINGTON TRUST
$17M429K3.5%
09
TACK
CAPITOL SER TR
$17M542K3.5%
10
IVV
ISHARES TR
$15M21K3.2%

Filing history

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