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 Exchange Traded Fd T (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 Exchange Traded Fd T	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 Covington Trust	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 Tr	3.1%	3.2%	19,663	-7.3%	$14.7M
DYNFBlackrock ETF Trust	3.0%	2.6%	211,650	+9.5%	$14.4M
DXJWisdomtree Tr	2.4%	2.1%	65,507	+3.5%	$11.4M
IEFAIshares Tr	2.3%	2.2%	112,146	-0.1%	$10.8M
VOOVanguard Index Fds	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 Tr	1.4%	1.4%	44,679	-7.4%	$6.6M
SPYState Str Spdr S&p 500 ETF T	1.3%	1.3%	8,579	-0.5%	$6.4M
LLYEli Lilly & Co	1.2%	0.8%	4,640	+3.8%	$5.6M
GOOGLAlphabet Inc	1.1%	1.1%	15,117	-2.4%	$5.4M
DFAXDimensional ETF Trust	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	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 Tr	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
JBNDJ P Morgan Exchange Traded F	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	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 Tr	0.4%	0.4%	6,915	+0.0%	$2.1M
AVGOBroadcom Inc	0.4%	0.6%	5,401	-17.2%	$2.0M
TXNTexas Instrs Inc	0.4%	0.4%	6,435	-0.2%	$1.9M
JPMJpmorgan Chase & Co	0.4%	0.3%	5,706	+5.9%	$1.9M
JIVEJ P Morgan Exchange Traded F	0.4%	—	19,625	—	$1.8M
MCDMcdonalds Corp	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	0.3%	—	8,394	—	$1.6M
MARMarriott Intl Inc New	0.3%	0.3%	4,288	-0.3%	$1.6M
MEARIshares U S ETF Tr	0.3%	—	31,264	—	$1.6M
MAMastercard Incorporated	0.3%	0.3%	3,000	-2.9%	$1.5M
XLUSelect Sector Spdr Tr	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 Blackrock ETF Trust+9.5% shares
RSP Invesco Exchange Traded Fd T+9.2% shares
FENI Fidelity Covington Trust+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 Tr-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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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 Exchange Traded Fd T (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 Blackrock ETF Trust (DYNF) (+9.5% shares), Invesco Exchange Traded Fd T (RSP) (+9.2% shares) and Fidelity Covington Trust (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 Tr (IWR), cut from its top 50 Tjx Cos Inc New (TJX), cut from its top 50 Amazon Com Inc (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.