Evernest Financial Advisors, LLC 13F Holdings · Q2 2026
Evernest Financial Advisors, LLC reported 191 securities worth $478.14M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPSM (7.23%), BRKB (6.74%), RSP (5.54%). Among its top 25 positions this quarter: 10 added, 14 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPSM | SPDR SERIES TRUST | $34.6M | 7.23% | 599,855 | Added |
| 2 | BRKB | BERKSHIRE HATHAWAY INC DEL | $32.2M | 6.74% | 64,421 | Trimmed |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | $26.5M | 5.54% | 124,588 | Added |
| 4 | IJH | ISHARES TR | $24.4M | 5.10% | 316,310 | Added |
| 5 | GLDM | WORLD GOLD TR | $21.8M | 4.56% | 274,270 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $18.6M | 3.90% | 49,949 | Trimmed |
| 7 | FENI | FIDELITY COVINGTON TRUST | $18.4M | 3.86% | 459,536 | Added |
| 8 | TACK | CAPITOL SER TR | $17.5M | 3.67% | 554,812 | Added |
| 9 | AAPL | APPLE INC | $15.4M | 3.22% | 53,254 | Trimmed |
| 10 | IVV | ISHARES TR | $14.7M | 3.08% | 19,663 | Trimmed |
| 11 | DYNF | BLACKROCK ETF TRUST | $14.4M | 3.01% | 211,650 | Added |
| 12 | DXJ | WISDOMTREE TR | $11.4M | 2.38% | 65,507 | Added |
| 13 | IEFA | ISHARES TR | $10.8M | 2.27% | 112,146 | Trimmed |
| 14 | VOO | VANGUARD INDEX FDS | $10.8M | 2.25% | 15,681 | Trimmed |
| 15 | CGIE | CAPITAL GROUP INTERNATIONAL | $9.9M | 2.08% | 269,804 | Trimmed |
| 16 | FFSM | FIDELITY COVINGTON TRUST | $9.4M | 1.97% | 246,925 | Trimmed |
| 17 | DOL | WISDOMTREE TR | $6.8M | 1.42% | 91,533 | Trimmed |
| 18 | IJR | ISHARES TR | $6.6M | 1.39% | 44,679 | Trimmed |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $6.4M | 1.34% | 8,579 | Trimmed |
| 20 | LLY | ELI LILLY & CO | $5.6M | 1.16% | 4,640 | Added |
| 21 | GOOGL | ALPHABET INC | $5.4M | 1.13% | 15,117 | Trimmed |
| 22 | DFAX | DIMENSIONAL ETF TRUST | $4.0M | 0.84% | 109,109 | Hold |
| 23 | CAT | CATERPILLAR INC | $3.8M | 0.79% | 3,539 | Trimmed |
| 24 | EWJ | ISHARES INC | $3.8M | 0.79% | 40,564 | Added |
| 25 | GS | GOLDMAN SACHS GROUP INC | $3.8M | 0.79% | 3,745 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR