§ 13F · FUND PROFILE
Evernest Financial Advisors, LLC.
AUM · $478M (13F)Positions · 191Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPSM | SPDR SERIES TRUST | 600K | $35M | 7.2% | +7% |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 64K | $32M | 6.7% | ±0% |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | 125K | $27M | 5.5% | +9% |
| 4 | IJH | ISHARES TR | 316K | $24M | 5.1% | +1% |
| 5 | GLDM | WORLD GOLD TR | 274K | $22M | 4.6% | −2% |
| 6 | MSFT | MICROSOFT CORP | 50K | $19M | 3.9% | −1% |
| 7 | FENI | FIDELITY COVINGTON TRUST | 460K | $18M | 3.9% | +7% |
| 8 | TACK | CAPITOL SER TR | 555K | $18M | 3.7% | +2% |
| 9 | AAPL | APPLE INC | 53K | $15M | 3.2% | −61% |
| 10 | IVV | ISHARES TR | 20K | $15M | 3.1% | −7% |
§ 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 $478 million in assets. The fund runs a portfolio of 191 positions.
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