Evernest Financial Advisors
$478M 13F equity value
203 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Evernest Financial Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPSM | SPDR SERIES TRUST | 599,855 | $35M | 7.2% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 64,421 | $32M | 6.7% |
| RSP | INVESCO EXCHANGE TRADED FD T | 124,588 | $27M | 5.5% |
| IJH | ISHARES TR | 316,310 | $24M | 5.1% |
| GLDM | WORLD GOLD TR | 274,270 | $22M | 4.6% |
| MSFT | MICROSOFT CORP | 49,949 | $19M | 3.9% |
| FENI | FIDELITY COVINGTON TRUST | 459,536 | $18M | 3.9% |
| TACK | CAPITOL SER TR | 554,812 | $18M | 3.7% |
| AAPL | APPLE INC | 53,254 | $15M | 3.2% |
| IVV | ISHARES TR | 19,663 | $15M | 3.1% |
Track Evernest Financial Advisors's 13F portfolio: $478M in reported holdings, 203 positions. Top holdings and quarterly changes on SentiSense.
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