Q2 2026 13F · SEC CIK 2009530

Evernest Financial Advisors, LLC

Wealth managerFiled 2026-08-06 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $478.1M
Reported positions: 191
Top holdings a year, 3 yrs: +19.9%
Average holding period: 2.3 yrs

Evernest Financial Advisors, LLC is a wealth manager that reported 191 positions worth $478.1M in its Q2 2026 13F, filed 2026-08-06. Its largest holdings were Spdr Series Trust (SPSM, 7.2%), Berkshire Hathaway Inc Del (BRK-B, 6.7%), Invesco S&p 500 Equal Weight ETF (RSP, 5.5%). A portfolio copying its top holdings returned 19.9% a year over the last 3 years, against 18.4% for the S&P 500.

Evernest Financial Advisors, LLC holdings largest 50 of 191 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Evernest Financial Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPSMSpdr Series Trust	7.2%	6.2%	599,855	+6.7%	$34.6M
BRK-BBerkshire Hathaway Inc Del	6.7%	6.3%	64,421	-0.1%	$32.2M
RSPInvesco S&p 500 Equal Weight ETF	5.5%	4.8%	124,588	+9.2%	$26.5M
IJHIshares Tr	5.1%	4.7%	316,310	+1.2%	$24.4M
GLDMWorld Gold Tr	4.6%	5.4%	274,270	-1.9%	$21.8M
MSFTMicrosoft Corp	3.9%	4.4%	49,949	-0.9%	$18.6M
FENIFidelity Enhanced International ETF	3.9%	3.5%	459,536	+7.1%	$18.4M
TACKCapitol Ser Tr	3.7%	3.5%	554,812	+2.5%	$17.5M
AAPLApple Inc	3.2%	7.5%	53,254	-60.6%	$15.4M
IVVIshares Core S&p 500 ETF	3.1%	3.2%	19,663	-7.3%	$14.7M
DYNFIshares U.s. Equity Factor Rotation Acti	3.0%	2.6%	211,650	+9.5%	$14.4M
DXJWisdomtree Tr	2.4%	2.1%	65,507	+3.5%	$11.4M
IEFAIshares Core Msci Eafe ETF	2.3%	2.2%	112,146	-0.1%	$10.8M
VOOVanguard S&p 500 ETF	2.3%	2.1%	15,681	-0.3%	$10.8M
CGIECapital Group International	2.1%	2.5%	269,804	-20.9%	$9.9M
FFSMFidelity Covington Trust	2.0%	2.0%	246,925	-9.2%	$9.4M
DOLWisdomtree Tr	1.4%	1.4%	91,533	-0.9%	$6.8M
IJRIshares Core S&p Small Cap ETF	1.4%	1.4%	44,679	-7.4%	$6.6M
SPYSpdr S&p 500 ETF Tr	1.3%	1.3%	8,579	-0.5%	$6.4M
LLYLilly Eli & Co	1.2%	0.8%	4,640	+3.8%	$5.6M
GOOGLAlphabet Inc	1.1%	1.1%	15,117	-2.4%	$5.4M
DFAXDimensional World Ex U.s. Core	0.8%	0.8%	109,109	+0.0%	$4.0M
GSGoldman Sachs Group Inc	0.8%	0.7%	3,745	+0.4%	$3.8M
EWJIshares Inc	0.8%	0.7%	40,564	+5.4%	$3.8M
CATCaterpillar Inc Com	0.8%	0.6%	3,539	-4.4%	$3.8M
RSPNInvesco Exchange Traded Fd T	0.7%	0.7%	55,497	+0.2%	$3.6M
DGRWWisdomTree US Quality Dividend Gr ETF To	0.7%	0.7%	36,464	-4.6%	$3.5M
WMTWalmart Inc	0.7%	0.8%	29,279	-0.9%	$3.3M
GOOGAlphabet Inc	0.7%	0.7%	9,359	-0.7%	$3.3M
JBNDJpmorgan Active Bond ETF	0.7%	0.7%	61,301	-0.7%	$3.3M
CGCVCapital Group Conservative E	0.7%	0.8%	96,874	-25.4%	$3.2M
SMMDIshares Tr	0.6%	0.6%	32,492	+0.0%	$3.0M
JNJJohnson & Johnson	0.5%	0.5%	10,172	+1.1%	$2.6M
NVDANvidia Corporation Com	0.5%	0.6%	12,270	-3.0%	$2.5M
RDVTRed Violet Inc	0.5%	0.3%	36,095	-13.8%	$2.3M
CSCOCisco Sys Inc	0.4%	0.3%	18,124	-1.9%	$2.1M
QQQInvesco Qqq Tr	0.4%	0.4%	2,880	+0.0%	$2.1M
IWMIshares	0.4%	0.4%	6,915	+0.0%	$2.1M
AVGOBroadcom Inc	0.4%	0.6%	5,401	-17.2%	$2.0M
TXNTexas Instruments Inc	0.4%	0.4%	6,435	-0.2%	$1.9M
JPMJpmorgan Chase & Co	0.4%	0.3%	5,706	+5.9%	$1.9M
JIVEJpmorgan International Value ETF	0.4%	—	19,625	—	$1.8M
MCDMcdonalds Corp Com	0.4%	0.4%	6,671	-1.5%	$1.8M
KINSKingstone Cos Inc	0.3%	0.3%	87,135	-8.3%	$1.7M
SUBIshares Tr	0.3%	0.3%	15,450	+1.4%	$1.6M
RTXRtx Corporation Com	0.3%	—	8,394	—	$1.6M
MARMarriott Intl Inc New Cl A	0.3%	0.3%	4,288	-0.3%	$1.6M
MEARIshares Short Maturity Municipal Bond Ac	0.3%	—	31,264	—	$1.6M
MAMastercard Inc.	0.3%	0.3%	3,000	-2.9%	$1.5M
XLUSpdr	0.3%	0.3%	33,574	-2.2%	$1.5M

What Evernest Financial Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

DYNF Ishares U.s. Equity Factor Rotation Acti+9.5% shares
RSP Invesco S&p 500 Equal Weight ETF+9.2% shares
FENI Fidelity Enhanced International ETF+7.1% shares
SPSM Spdr Series Trust+6.7% shares
JPM Jpmorgan Chase & Co+5.9% shares
EWJ Ishares Inc+5.4% shares

Reduced

AAPL Apple Inc-60.6% shares
CGCV Capital Group Conservative E-25.4% shares
CGIE Capital Group International-20.9% shares
AVGO Broadcom Inc-17.2% shares
RDVT Red Violet Inc-13.8% shares
FFSM Fidelity Covington Trust-9.2% shares
KINS Kingstone Cos Inc-8.3% shares
IJR Ishares Core S&p Small Cap ETF-7.4% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +25.2% /yr; S&P 500 +20.1%
3 years: +19.9% /yr; S&P 500 +18.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$478.1M	191
Q1 2026	$481.4M	180
Q4 2025	$477.1M	185
Q3 2025	$356.9M	188
Q2 2025	$309.0M	171
Q1 2025	$278.6M	148
Q4 2024	$385.5M	163
Q3 2024	$371.0M	162
Q2 2024	$223.2M	128
Q1 2024	$211.3M	125
Q4 2023	$197.1M	122

Questions about Evernest Financial Advisors, LLC's portfolio

What stocks does Evernest Financial Advisors, LLC own?

Evernest Financial Advisors, LLC's latest 13F, for Q2 2026 and filed Aug 6, 2026, lists 191 positions worth $478.1M. The largest are Spdr Series Trust (SPSM) at 7.2%, Berkshire Hathaway Inc Del (BRK-B) at 6.7%, Invesco S&p 500 Equal Weight ETF (RSP) at 5.5%, Ishares Tr (IJH) at 5.1% and World Gold Tr (GLDM) at 4.6%.

What did Evernest Financial Advisors, LLC buy last quarter?

In Q2 2026, Evernest Financial Advisors, LLC added Ishares U.s. Equity Factor Rotation Acti (DYNF) (+9.5% shares), Invesco S&p 500 Equal Weight ETF (RSP) (+9.2% shares) and Fidelity Enhanced International ETF (FENI) (+7.1% shares), compared with its Q1 2026 filing.

What did Evernest Financial Advisors, LLC sell last quarter?

In Q2 2026, Evernest Financial Advisors, LLC cut from its top 50 Ishares Russell Midcap ETF (IWR), cut from its top 50 Tjx Cos Inc New Com (TJX), cut from its top 50 Amazon Com Inc Com (AMZN), Apple Inc (AAPL) (-60.6% shares), Capital Group Conservative E (CGCV) (-25.4% shares) and Capital Group International (CGIE) (-20.9% shares), compared with its Q1 2026 filing.

How has Evernest Financial Advisors, LLC's portfolio performed?

A portfolio copying Evernest Financial Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.9% a year over the last 3 years, against +18.4% for the S&P 500. Over 1 year: +25.2% against +20.1%.

When is Evernest Financial Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Evernest Financial Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.