§ 13F · FUND PROFILE
Evernest Financial Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $309.0T (13F)Positions · 171Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 135K | $37.1T | 7.8% | +255% |
| 2 | GLDM | WORLD GOLD TR | 319K | $32.1T | 6.7% | −11% |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 64K | $32.1T | 6.7% | — |
| 4 | MSFT | MICROSOFT CORP | 51K | $21.2T | 4.4% | +300% |
| 5 | SPSM | SPDR SERIES TRUST | 400K | $20.6T | 4.3% | +146% |
| 6 | IJH | ISHARES TR | 275K | $19.7T | 4.1% | +3% |
| 7 | RSP | INVESCO EXCHANGE TRADED FD T | 95K | $19.2T | 4.0% | +14% |
| 8 | CGIE | CAPITAL GROUP INTERNATIONAL | 423K | $15.5T | 3.3% | +22% |
| 9 | IVV | ISHARES TR | 22K | $15.3T | 3.2% | −19% |
| 10 | FENI | FIDELITY COVINGTON TRUST | 350K | $14.1T | 2.9% | +30% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EVERNEST SIGNAL
AC read
Evernest Financial Advisors, LLC is a Other fund managing $309036.6 trillion in assets. The fund runs a portfolio of 171 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed