Evernest Financial Advisors, LLC
Evernest Financial Advisors, LLC reported 191 positions worth $478.1M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: SPSM (7.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPSM | SH | $34.6M | 7.23% | 599,855 | — | — | |
| ▸ 2 | BRK-B | SH | $32.2M | 6.74% | 64,421 | — | — | |
| ▸ 3 | RSP | SH | $26.5M | 5.54% | 124,588 | — | — | |
| ▸ 4 | IJH | SH | $24.4M | 5.10% | 316,310 | — | — | |
| ▸ 5 | GLDM | SH | $21.8M | 4.56% | 274,270 | — | — | |
| ▸ 6 | MSFT | SH | $18.6M | 3.90% | 49,949 | — | — | |
| ▸ 7 | FENI | SH | $18.4M | 3.86% | 459,536 | — | — | |
| ▸ 8 | TACK | SH | $17.5M | 3.67% | 554,812 | — | — | |
| ▸ 9 | AAPL | SH | $15.4M | 3.22% | 53,254 | — | — | |
| ▸ 10 | IVV | SH | $14.7M | 3.08% | 19,663 | — | — |
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Frequently Asked Questions
What stocks does Evernest Financial Advisors, LLC hold as of Q2 2026?
Evernest Financial Advisors, LLC reported 191 positions worth $478.1M in its Q2 2026 13F filing. Largest positions: SPSM (7.2%), BRK-B (6.7%), RSP (5.5%), IJH (5.1%) and GLDM (4.6%).
What did Evernest Financial Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Evernest Financial Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.