Evernest Financial Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 6, 2026, Evernest Financial Advisors, Llc disclosed 182 stock positions valued at approximately $478.14M as of quarter-end June 30, 2026. The largest holdings include SPDR SERIES TRUST, BERKSHIRE HATHAWAY INC DEL, and INVESCO EXCHANGE TRADED FD T.
- Report Period
- June 30, 2026
- No. of Stocks
- 182
- Portfolio Value
- $478.14M
Holdings by Sector
Evernest Financial Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPSM | Other | 7.23% | 599,855 | +37,788 | +6.72% | $34,593,644 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 6.74% | 64,421 | -40 | -0.06% | $32,235,624 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 5.54% | 124,588 | +10,535 | +9.24% | $26,508,641 |
| ISHARES TR | IJH | Other | 5.10% | 316,310 | +3,734 | +1.19% | $24,390,642 |
| WORLD GOLD TR | GLDM | Other | 4.56% | 274,270 | -5,454 | -1.95% | $21,782,528 |
| MICROSOFT CORP | MSFT | Technology | 3.90% | 49,949 | -445 | -0.88% | $18,631,997 |
| FIDELITY COVINGTON TRUST | FENI | Other | 3.86% | 459,536 | +30,302 | +7.06% | $18,441,184 |
| CAPITOL SER TR | TACK | Other | 3.67% | 554,812 | +13,308 | +2.46% | $17,548,213 |
| APPLE INC | AAPL | Technology | 3.22% | 53,254 | -81,868 | -60.59% | $15,409,537 |
| ISHARES TR | IVV | Other | 3.08% | 19,663 | -1,545 | -7.28% | $14,725,103 |
| BLACKROCK ETF TRUST | DYNF | Other | 3.01% | 211,650 | +18,394 | +9.52% | $14,394,337 |
| WISDOMTREE TR | DXJ | Other | 2.38% | 65,507 | +2,241 | +3.54% | $11,366,849 |
| ISHARES TR | IEFA | Other | 2.27% | 112,146 | -95 | -0.08% | $10,831,032 |
| VANGUARD INDEX FDS | VOO | Other | 2.25% | 15,681 | -48 | -0.31% | $10,769,849 |
| CAPITAL GROUP INTERNATIONAL | CGIE | Other | 2.08% | 269,804 | -71,188 | -20.88% | $9,923,402 |
| FIDELITY COVINGTON TRUST | FFSM | Other | 1.97% | 246,925 | -25,157 | -9.25% | $9,434,996 |
| WISDOMTREE TR | DOL | Other | 1.42% | 91,533 | -867 | -0.94% | $6,806,818 |
| ISHARES TR | IJR | Other | 1.39% | 44,679 | -3,577 | -7.41% | $6,626,329 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.34% | 8,579 | -40 | -0.46% | $6,406,379 |
| ELI LILLY & CO | LLY | Healthcare | 1.16% | 4,640 | +168 | +3.76% | $5,564,833 |
| ALPHABET INC | GOOGL | Communication Services | 1.13% | 15,117 | -377 | -2.43% | $5,402,410 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.84% | 109,109 | - | - | $4,019,584 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.79% | 3,745 | +15 | +0.40% | $3,787,673 |
| ISHARES INC | EWJ | Other | 0.79% | 40,564 | +2,063 | +5.36% | $3,783,408 |
| CATERPILLAR INC | CAT | Industrials | 0.79% | 3,539 | -164 | -4.43% | $3,768,483 |
| INVESCO EXCHANGE TRADED FD T | RSPN | Other | 0.74% | 55,497 | +118 | +0.21% | $3,551,504 |
| WISDOMTREE TR | DGRW | Other | 0.73% | 36,464 | -1,755 | -4.59% | $3,486,730 |
| WALMART INC | WMT | Consumer Defensive | 0.69% | 29,279 | -270 | -0.91% | $3,316,092 |
| ALPHABET INC | GOOG | Communication Services | 0.69% | 9,359 | -62 | -0.66% | $3,306,991 |
| J P MORGAN EXCHANGE TRADED F | JBND | Other | 0.69% | 61,301 | -418 | -0.68% | $3,279,619 |
Showing 30 of 182 holdings in the latest reporting period.