Institutions / Evernest Financial Advisors, LLC
Evernest Financial Advisors, LLC
CIK 2009530 · Institution · as of Dec 31, 2025
Portfolio value
$477.11M
Positions
185
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 185 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $37.08M | 7.8% |
| World Gold Tr | $32.13M | 6.7% |
| Warren E. Buffett | $32.11M | 6.7% |
| Microsoft Corp | $21.23M | 4.4% |
| SPDR Series Trust | $20.57M | 4.3% |
| iShares Tr | $19.72M | 4.1% |
| Invesco Exchange Traded Fd T | $19.20M | 4.0% |
| Capital Group International | $15.51M | 3.3% |
| iShares Tr | $15.29M | 3.2% |
| Fidelity Covington Trust | $14.07M | 2.9% |
| Fidelity Covington Trust | $13.66M | 2.9% |
| iShares Tr | $10.95M | 2.3% |
| Capitol Ser Tr | $10.58M | 2.2% |
| Vanguard Index Fds | $10.04M | 2.1% |
| WisdomTree Tr | $9.85M | 2.1% |
| iShares Tr | $8.46M | 1.8% |
| Capital Group Conservative E | $7.91M | 1.7% |
| WisdomTree Tr | $6.72M | 1.4% |
| SPDR S&P 500 ETF Tr | $5.98M | 1.3% |
| WisdomTree Tr | $5.56M | 1.2% |
| WisdomTree Tr | $5.56M | 1.2% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $5.36M | 1.1% |
| Alphabet Inc. | $4.98M | 1.0% |
| ELI LILLY & Co | $4.45M | 0.9% |
| Dimensional ETF Trust | $4.03M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.