Evernest Financial Advisors, LLC
CIK 0002009530 · CARMEL, IN · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$478.1M
2026 Q2
Positions
191
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
46.9%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SPSM
SPDR SERIES TRUST
7.2%
BRK-B
BERKSHIRE HATHAWAY INC DEL
6.7%
RSP
INVESCO EXCHANGE TRADED FD T
5.5%
IJH
ISHARES TR
5.1%
GLDM
WORLD GOLD TR
4.6%
MSFT
MICROSOFT CORP
3.9%
FENI
FIDELITY COVINGTON TRUST
3.9%
TACK
CAPITOL SER TR
3.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.