§ 13F · FUND PROFILE
Evernest Financial Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $357M (13F)Positions · 188Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 135K | $36M | 7.5% | ±0% |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 64K | $30M | 6.3% | ±0% |
| 3 | SPSM | SPDR SERIES TRUST | 562K | $30M | 6.2% | +41% |
| 4 | GLDM | WORLD GOLD TR | 280K | $26M | 5.4% | −12% |
| 5 | RSP | INVESCO EXCHANGE TRADED FD T | 114K | $23M | 4.8% | +20% |
| 6 | IJH | ISHARES TR | 313K | $23M | 4.7% | +14% |
| 7 | MSFT | MICROSOFT CORP | 50K | $21M | 4.4% | −2% |
| 8 | FENI | FIDELITY COVINGTON TRUST | 429K | $17M | 3.5% | +23% |
| 9 | TACK | CAPITOL SER TR | 542K | $17M | 3.5% | +59% |
| 10 | IVV | ISHARES TR | 21K | $15M | 3.2% | −3% |
§ 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 $357 million in assets. The fund runs a portfolio of 188 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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