Evernest Financial Advisors, LLC

CIK

2009530

Location

CARMEL, IN

Portfolio Value

Small $205,166,398

Diversification

Diversified

Filing Date

Global Rank

#4,137 / 8,622 ▼ 27 · as of Mar 2026

Top Industry

Consumer Electronics 20.0%

3Y Alpha vs SPY

-0.6%

Period ended 4 months ago

Filed May 4, 2026 · 3mo

11 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+86.2%

SPY

+67.9%

Annualised alpha

+4.2%

Max drawdown

−14.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.

Portfolio Concentration

105 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

16.7%

−0.0 pts

Top 5

56.2%

−1.8 pts

Top 10

65.0%

−1.6 pts

HHI

791

Diversified−32

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.6%	$66,920,207	18
Financial Services	22.1%	$45,407,115	17
Unclassified	16.6%	$33,955,769	5
Healthcare	8.1%	$16,533,752	15
Consumer Cyclical	5.0%	$10,299,928	9
Industrials	4.9%	$10,050,377	13
Consumer Defensive	4.0%	$8,202,631	7
Communication Services	3.3%	$6,863,266	7
Energy	2.5%	$5,031,664	7
Real Estate	0.4%	$749,342	3
Basic Materials	0.3%	$641,041	3
Utilities	0.2%	$511,306	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
RPID	Rapid Micro Biosystems, Inc.	+307,510	432,510	$981,797
WWR	Westwater Resources, Inc.	+80,000	120,000	$78,000
RDVT	Red Violet, Inc.	+13,870	41,870	$1,448,702
VZ	Verizon Communications Inc	+2,199	8,084	$405,816
CSCO	Cisco Systems, Inc.	+1,875	18,481	$1,433,940
KO	Coca Cola Co	+1,403	16,062	$1,221,515
AON	Aon plc	+988	2,230	$719,799
RTX	RTX Corp	+499	8,480	$1,635,792
JNJ	Johnson & Johnson	+440	10,060	$2,459,066
CVX	Chevron Corp	+374	4,962	$1,026,637
GOSS	Gossamer Bio, Inc.	+369	28,769	$9,465
CL	Colgate Palmolive Co	+300	2,428	$206,938
TXN	Texas Instruments Inc	+285	6,445	$1,251,232
DHR	Danaher Corp /De/	+281	4,754	$901,358
LNG	Cheniere Energy, Inc.	+258	1,339	$379,954
AVGO	Broadcom Inc.	+253	6,520	$2,018,005
MO	Altria Group, Inc.	+250	15,363	$1,013,804
ABBV	AbbVie Inc.	+235	5,872	$1,277,101
LLY	ELI LILLY & Co	+213	4,472	$4,113,211
CB	Chubb Ltd	+186	1,548	$504,539
MCD	Mcdonalds Corp	+175	6,774	$2,105,291
AMGN	Amgen Inc	+172	3,776	$1,328,585
AMT	American Tower Corp /Ma/	+164	1,418	$244,718
SBUX	Starbucks Corp	+153	3,988	$357,284
WMT	Walmart Inc.	+148	29,549	$3,672,349
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BOSC	Bos Better Online Solutions Ltd	−142,588	181,412	$814,539
CURI	CuriosityStream Inc.	−120,056	135,234	$400,292
NTWK	Netsol Technologies Inc	−77,852	52,600	$178,314
CPSH	Cps Technologies Corp/De/	−77,134	68,300	$255,442
KINS	Kingstone Companies, Inc.	−69,159	95,016	$1,384,383
GLDM	World Gold Trust	−39,707	279,724	$25,927,617
SWAG	Stran & Company, Inc.	−25,000	31,000	$51,150
GNSS	Genasys Inc.	−22,922	290,345	$528,427
NVDA	Nvidia Corp	−2,973	12,649	$2,205,985
BAC	Bank Of America Corp /De/	−1,989	18,285	$891,393
WFC	Wells Fargo & Company/Mn	−1,496	5,742	$457,120
PRPO	Precipio, Inc.	−1,100	9,500	$237,500
MSFT	Microsoft Corp	−929	50,394	$18,654,346
QCOM	Qualcomm Inc/De	−700	6,813	$877,378
META	Meta Platforms, Inc.	−670	1,539	$880,508
CRH	Crh Public Ltd Co	−441	2,352	$247,242
ADI	Analog Devices Inc	−403	2,482	$789,623
LOW	Lowes Companies Inc	−315	2,830	$668,672
CBRE	Cbre Group, Inc.	−267	1,405	$190,321
ADP	Automatic Data Processing Inc	−262	1,938	$393,762
JPM	Jpmorgan Chase & Co	−194	5,386	$1,584,345
MRSH	Marsh & Mclennan Companies, Inc.	−136	1,758	$304,925
UNH	Unitedhealth Group Inc	−111	2,097	$567,427
HD	Home Depot, Inc.	−106	3,407	$1,120,528
IAU	Ishares Gold Trust	−105	2,534	$223,397
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
XPEL	XPEL, Inc.	20,250	$896,265
LNSR	LENSAR, Inc.	66,000	$393,360
BODI	Beachbody Company, Inc.	29,075	$315,754
SPG	Simon Property Group Inc.	1,685	$314,303
HGBL	Heritage Global Inc.	194,000	$263,840
INVE	Identiv, Inc.	41,000	$151,700
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
CRM	Salesforce, Inc.	1,035	$274,181
NKE	NIKE, Inc.	4,259	$271,340
PROF	Profound Medical Corp.	31,500	$247,905
TMO	Thermo Fisher Scientific Inc.	385	$223,088
AMPG	AmpliTech Group, Inc.	74,000	$221,260
ELWT	Elauwit Connection, Inc.	39,500	$200,265
PEP	Pepsico Inc	1,204	$172,798
EWCZ	European Wax Center, Inc.	46,963	$169,066
VELO	Velo3D, Inc.	10,200	$140,148
THRY	Thryv Holdings, Inc.	20,000	$121,000
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

105 tracked positions · $205,166,398 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 105 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	135,122	+99	$34,292,612	−6.6%	16.71%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	64,461	0	$30,889,711	−4.7%	15.06%
GLDM	World Gold Trust	Reduced	279,724	-39,707	$25,927,617	−4.9%	12.64%
MSFT	Microsoft Corp Technology	Reduced	50,394	-929	$18,654,346	−24.8%	9.09%
SPY	Spdr S&P 500 ETF Trust	Held	8,619	0	$5,605,280	−4.6%	2.73%
GOOGL	Alphabet Inc. Communication Services	Added	15,494	+128	$4,455,454	−7.4%	2.17%
LLY	ELI LILLY & Co Healthcare	Added	4,472	+213	$4,113,211	−10.1%	2.00%
WMT	Walmart Inc. Consumer Defensive	Added	29,549	+148	$3,672,349	+12.1%	1.79%
GS	Goldman Sachs Group Inc Financial Services	Added	3,730	+28	$3,155,542	−3.0%	1.54%
CAT	Caterpillar Inc Industrials	Added	3,703	+71	$2,623,427	+26.1%	1.28%
JNJ	Johnson & Johnson Healthcare	Added	10,060	+440	$2,459,066	+23.5%	1.20%
NVDA	Nvidia Corp Technology	Reduced	12,649	-2,973	$2,205,985	−24.3%	1.08%
MCD	Mcdonalds Corp Consumer Cyclical	Added	6,774	+175	$2,105,291	+4.4%	1.03%
AVGO	Broadcom Inc. Technology	Added	6,520	+253	$2,018,005	−7.0%	0.98%
QQQ	Invesco Qqq Trust, Series 1	Added	2,880	+3	$1,662,278	−5.9%	0.81%
RTX	RTX Corp Industrials	Added	8,480	+499	$1,635,792	+11.8%	0.80%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	9,945	-38	$1,588,216	+3.6%	0.77%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	5,386	-194	$1,584,345	−11.9%	0.77%
MA	Mastercard Inc Financial Services	Reduced	3,090	-66	$1,543,949	−14.3%	0.75%
RDVT	Red Violet, Inc. Technology	Added	41,870	+13,870	$1,448,702	−9.1%	0.71%
CSCO	Cisco Systems, Inc. Technology	Added	18,481	+1,875	$1,433,940	+12.1%	0.70%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Added	4,299	+71	$1,406,073	+7.2%	0.69%
KINS	Kingstone Companies, Inc. Financial Services	Reduced	95,016	-69,159	$1,384,383	−49.9%	0.67%
AMGN	Amgen Inc Healthcare	Added	3,776	+172	$1,328,585	+12.6%	0.65%
LMT	Lockheed Martin Corp Industrials	Added	2,154	+79	$1,301,856	+29.7%	0.63%
MRK	Merck & Co., Inc. Healthcare	Added	10,792	+51	$1,298,169	+14.8%	0.63%
SYK	Stryker Corp Healthcare	Added	3,917	+17	$1,287,087	−6.1%	0.63%
ABBV	AbbVie Inc. Healthcare	Added	5,872	+235	$1,277,101	−0.8%	0.62%
TXN	Texas Instruments Inc Technology	Added	6,445	+285	$1,251,232	+17.1%	0.61%
VLO	Valero Energy Corp/Tx Energy	Held	5,000	0	$1,235,400	+51.8%	0.60%
KO	Coca Cola Co Consumer Defensive	Added	16,062	+1,403	$1,221,515	+19.2%	0.60%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	5,759	-4	$1,199,426	−9.8%	0.58%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,161	+4	$1,156,855	+15.9%	0.56%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	3,407	-106	$1,120,528	−7.3%	0.55%
CVX	Chevron Corp Energy	Added	4,962	+374	$1,026,637	+46.8%	0.50%
MO	Altria Group, Inc. Consumer Defensive	Added	15,363	+250	$1,013,804	+16.3%	0.49%
RPID	Rapid Micro Biosystems, Inc. Healthcare	Added	432,510	+307,510	$981,797	+170.8%	0.48%
BALL	BALL Corp Consumer Cyclical	Added	16,210	+37	$958,173	+11.8%	0.47%
MS	Morgan Stanley Financial Services	Reduced	5,695	-11	$937,226	−7.5%	0.46%
V	Visa Inc. Financial Services	Reduced	2,987	-8	$902,790	−14.1%	0.44%
DHR	Danaher Corp /De/ Healthcare	Added	4,754	+281	$901,358	−12.0%	0.44%
XPEL	XPEL, Inc. Consumer Cyclical	NEW	20,250	NEW	$896,265	NEW	0.44%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	18,285	-1,989	$891,393	−20.1%	0.43%
META	Meta Platforms, Inc. Communication Services	Reduced	1,539	-670	$880,508	−39.6%	0.43%
QCOM	Qualcomm Inc/De Technology	Reduced	6,813	-700	$877,378	−31.7%	0.43%
TRV	Travelers Companies, Inc. Financial Services	Reduced	2,988	-84	$871,539	−2.2%	0.42%
XOM	ExxonMobil Holdings Corp Energy	Added	4,924	+1	$835,405	+41.0%	0.41%
BOSC	Bos Better Online Solutions Ltd Technology	Reduced	181,412	-142,588	$814,539	−44.9%	0.40%
HON	Honeywell International Inc Industrials	Added	3,596	+6	$812,804	+16.1%	0.40%
ADI	Analog Devices Inc Technology	Reduced	2,482	-403	$789,623	+0.9%	0.38%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.