DOSSIER · 13F-HR · Q1 2026

Evernest Financial Advisors, LLC

$481M in tracked AUM across 180 positions as of Q1 2026.

EF
CIK 0002009530 · last filed Mar 31, 2026
Total AUM
$481M
as of Q1 2026
Holdings
180
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q
AI Analysis · 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

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