Evernest Financial Advisors, LLC — 13F holdings

Evernest Financial Advisors, LLC reported 191 holdings worth $478M in its 13F filing for Q2 2026, filed August 6, 2026.

Largest positions

  1. SPSM SPDR SERIES TRUST — $34.6M (7.2%)
  2. BRK.B BERKSHIRE HATHAWAY INC DEL — $32.2M (6.7%)
  3. RSP INVESCO EXCHANGE TRADED FD T — $26.5M (5.5%)
  4. IJH ISHARES TR — $24.4M (5.1%)
  5. GLDM WORLD GOLD TR — $21.8M (4.6%)
  6. MSFT MICROSOFT CORP — $18.6M (3.9%)
  7. FENI FIDELITY COVINGTON TRUST — $18.4M (3.9%)
  8. TACK CAPITOL SER TR — $17.5M (3.7%)
  9. AAPL APPLE INC — $15.4M (3.2%)
  10. IVV ISHARES TR — $14.7M (3.1%)