Evernest Financial Advisors, LLC
Filing Date
Global Rank
#3,949
/ 8,818
▼ 106
Top Industry
Insurance - Diversified
19.1%
Period ended 4 months ago
Filed Aug 6, 2026 · 3mo
12 quarters · since Dec 2021
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Holder type
Unknown
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Style
Concentrated
The top 10 positions are 61.3% of the book (60%+)
Turnover
Low turnover
24.5% over the last four quarters (under 30%)
Horizon
Medium horizon
Value-weighted holding period 9.1 quarters (4 to under 12)
Closest benchmark: every 13F filer's combined book, active share 67.9%; sector active share 51.9% against the combined 13F book's sector weights.
Over time 12 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
191 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
15.0%
+0.4 pts
Top 5
41.1%
−0.6 pts
Top 10
61.3%
−3.9 pts
HHI
521
Diversified−23
Portfolio Trend
12 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 64.8% | $309,805,413 |
| Technology | 11.0% | $52,612,957 |
| Financial Services | 10.2% | $48,851,206 |
| Healthcare | 4.0% | $18,969,456 |
| Industrials | 2.8% | $13,326,344 |
| Communication Services | 2.3% | $10,825,252 |
| Consumer Cyclical | 2.1% | $9,904,115 |
| Consumer Defensive | 1.7% | $8,170,440 |
| Energy | 0.9% | $4,114,872 |
| Basic Materials | 0.1% | $641,802 |
| Real Estate | 0.1% | $542,826 |
| Utilities | 0.1% | $381,247 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| RPID | Rapid Micro Biosystems, Inc. | +73,490 | 506,000 | $875,380 | |
| LNSR | LENSAR, Inc. | +52,100 | 118,100 | $674,351 | |
| WWR | Westwater Resources, Inc. | +40,000 | 160,000 | $81,600 | |
| — | +37,788 | 599,855 | $34,593,637 | ||
| FENI | Fidelity Enhanced International ETF | +30,302 | 459,536 | $18,441,179 | |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | +18,394 | 211,650 | $14,394,316 | |
| BODI | Beachbody Company, Inc. | +18,275 | 47,350 | $483,917 | |
| BOSC | Bos Better Online Solutions Ltd | +17,736 | 199,148 | $894,174 | |
| TACK | FAIRLEAD TACTICAL SECTOR ETF | +13,308 | 554,812 | $17,548,148 | |
| VO | VANGUARD MID-CAP INDEX FUND | +10,770 | 14,360 | $1,156,985 | |
| RSP | Victory Portfolios II | +10,535 | 124,588 | $26,508,588 | |
| JIVE | JPMorgan International Value ETF | +5,715 | 19,625 | $1,804,597 | |
| MAMA | Mama's Creations, Inc. | +5,500 | 25,742 | $459,494 | |
| IJH | iShares Core S&P Mid-Cap ETF | +3,734 | 316,310 | $24,390,664 | |
| VUG | VANGUARD GROWTH INDEX FUND | +3,352 | 4,022 | $346,455 | |
| IWF | iShares Russell 1000 Growth ETF | +2,964 | 3,952 | $490,719 | |
| DXJ | WisdomTree Japan Hedged Equity Fund | +2,241 | 65,507 | $11,366,774 | |
| EWJ | iShares MSCI Japan ETF | +2,063 | 40,564 | $3,783,404 | |
| MEAR | iShares Trust | +1,920 | 31,264 | $1,575,080 | |
| VZ | Verizon Communications Inc | +1,631 | 9,715 | $411,333 | |
| EEM | iShares MSCI Emerging Markets ETF | +900 | 6,360 | $435,087 | |
| SPYM | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | +766 | 10,766 | $946,116 | |
| BAC | Bank Of America Corp | +701 | 18,986 | $1,081,822 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | +580 | 3,186 | $1,178,947 | |
| BBJP | JPMorgan BetaBuilders Japan ETF | +395 | 3,396 | $255,752 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | −81,868 | 53,254 | $15,409,577 | |
| CGIE | Capital Group International Equity ETF | −71,188 | 269,804 | $9,923,391 | |
| CGCV | Capital Group Conservative Equity ETF | −33,010 | 96,874 | $3,179,404 | |
| FFSM | Fidelity Fundamental Small-Mid Cap ETF | −25,157 | 246,925 | $9,435,004 | |
| KINS | Kingstone Companies, Inc. | −7,881 | 87,135 | $1,658,179 | |
| RDVT | Red Violet, Inc. | −5,775 | 36,095 | $2,299,973 | |
| GLDM | World Gold Trust | −5,454 | 274,270 | $21,782,523 | |
| EPD | Enterprise Products Partners L.P. | −4,631 | 15,369 | $564,964 | |
| IWR | iShares Russell Mid-Cap ETF | −3,933 | 11,979 | $1,321,523 | |
| IJR | iShares Core S&P Small-Cap ETF | −3,577 | 44,679 | $6,626,342 | |
| GOSS | Gossamer Bio, Inc. | −2,000 | 26,769 | $4,416 | |
| HON | Honeywell International Inc | −1,821 | 1,775 | $397,422 | |
| DGRW | WisdomTree U.S. Quality Dividend Growth Fund | −1,755 | 36,464 | $3,486,687 | |
| IVV | iShares Core S&P 500 ETF | −1,545 | 19,663 | $14,725,424 | |
| AVGO | Broadcom Inc. | −1,119 | 5,401 | $2,040,227 | |
| TDVG | T. Rowe Price Dividend Growth ETF | −1,061 | 5,595 | $274,322 | |
| MRK | Merck & Co., Inc. | −966 | 9,826 | $1,262,641 | |
| KO | Coca Cola Co | −873 | 15,189 | $1,234,410 | |
| DOL | WisdomTree True Developed International Fund | −867 | 91,533 | $6,806,393 | |
| VLO | Valero Energy Corp | −820 | 4,180 | $1,088,639 | |
| XLU | State Street(R) Utilities Select Sector SPDR(R) ETF | −742 | 33,574 | $1,522,245 | |
| — | −617 | 13,151 | $668,465 | ||
| DIS | Walt Disney Co | −549 | 3,127 | $300,973 | |
| SPG | Simon Property Group Inc. | −450 | 1,235 | $276,207 | |
| MSFT | Microsoft Corp | −445 | 49,949 | $18,631,975 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
23 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TATT | Tat Technologies Ltd | 24,370 | $1,175,365 | |
| SMTI | Sanara MedTech Inc. | 25,700 | $606,263 | |
| TSSI | TSS, Inc. | 35,000 | $430,500 | |
| HONA | Honeywell Aerospace Inc. | 1,775 | $392,417 | |
| MU | Micron Technology Inc | 311 | $358,984 | |
| SPCX | Space Exploration Technologies Corp | 1,970 | $336,594 | |
| MAGX | Roundhill Daily 2X Long Magnificent Seven ETF | 5,735 | $293,402 | |
| PANW | Palo Alto Networks Inc | 820 | $279,636 | |
| SIF | Sifco Industries Inc | 11,400 | $266,760 | |
| JAKK | Jakks Pacific Inc | 10,671 | $248,420 | |
| KLAC | Kla Corp | 800 | $241,368 | |
| SPCB | SuperCom Ltd | 21,000 | $240,240 | |
| AIR | Aar Corp | 1,665 | $237,978 | |
| AMD | Advanced Micro Devices Inc | 393 | $228,297 | |
| PNC | Pnc Financial Services Group, Inc. | 923 | $227,261 | |
| TSLA | Tesla, Inc. | 533 | $224,179 | |
| SEZL | Sezzle Inc. | 1,250 | $214,537 | |
| XLV | State Street(R) Health Care Select Sector SPDR(R) ETF | 1,351 | $214,349 | |
| VBR | VANGUARD SMALL-CAP VALUE INDEX FUND | 864 | $209,943 | |
| PGR | Progressive Corp | 934 | $204,032 | |
| DHX | Dhi Group, Inc. | 47,337 | $175,620 | |
| PEW | GrabAGun Digital Holdings Inc. | 59,000 | $134,520 | |
| AIRJ | AirJoule Technologies Corp. | 13,105 | $72,601 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
12 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| XPEL | XPEL, Inc. | 20,250 | $896,265 | |
| CURI | CuriosityStream Inc. | 135,234 | $400,292 | |
| HGBL | Heritage Global Inc. | 194,000 | $263,840 | |
| CPSH | Cps Technologies Corp | 68,300 | $255,442 | |
| PRPO | Precipio, Inc. | 9,500 | $237,500 | |
| IAU | Ishares Gold Trust | 2,534 | $223,397 | |
| XLRE | State Street(R) Real Estate Select Sector SPDR(R) ETF | 5,036 | $205,619 | |
| CBRE | Cbre Group, Inc. | 1,405 | $190,321 | |
| NTWK | Netsol Technologies Inc | 52,600 | $178,314 | |
| INVE | INVE Technologies, Inc. | 41,000 | $151,700 | |
| SWAG | Stran & Company, Inc. | 31,000 | $51,150 | |
| WEEL | Peerless Option Income Wheel ETF | 14,300 | $0 | |
| No positions match the current search. | ||||
191 tracked positions ·
$478,145,930 total
· filing declares
191 positions · $478,144,203
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 191 positions by value
· page 1 of 4
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
|
|
Added | 599,855 | $34,593,637 | 7.23% | ||
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 64,421 | $32,235,624 | 6.74% | |
| RSP |
Victory Portfolios II
|
Added | 124,588 | $26,508,588 | 5.54% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Added | 316,310 | $24,390,664 | 5.10% | |
| GLDM |
World Gold Trust
|
Reduced | 274,270 | $21,782,523 | 4.56% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 49,949 | $18,631,975 | 3.90% | |
| FENI |
Fidelity Enhanced International ETF
|
Added | 459,536 | $18,441,179 | 3.86% | |
| TACK |
FAIRLEAD TACTICAL SECTOR ETF
|
Added | 554,812 | $17,548,148 | 3.67% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 53,254 | $15,409,577 | 3.22% | |
| IVV |
iShares Core S&P 500 ETF
|
Reduced | 19,663 | $14,725,424 | 3.08% | |
| DYNF |
iShares U.S. Equity Factor Rotation Active ETF
|
Added | 211,650 | $14,394,316 | 3.01% | |
| DXJ |
WisdomTree Japan Hedged Equity Fund
|
Added | 65,507 | $11,366,774 | 2.38% | |
| IEFA |
iShares Core MSCI EAFE ETF
|
Reduced | 112,146 | $10,831,060 | 2.27% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Reduced | 15,681 | $10,769,867 | 2.25% | |
| CGIE |
Capital Group International Equity ETF
|
Reduced | 269,804 | $9,923,391 | 2.08% | |
| FFSM |
Fidelity Fundamental Small-Mid Cap ETF
|
Reduced | 246,925 | $9,435,004 | 1.97% | |
| DOL |
WisdomTree True Developed International Fund
|
Reduced | 91,533 | $6,806,393 | 1.42% | |
| IJR |
iShares Core S&P Small-Cap ETF
|
Reduced | 44,679 | $6,626,342 | 1.39% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 8,579 | $6,406,539 | 1.34% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 4,640 | $5,565,355 | 1.16% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 15,117 | $5,402,362 | 1.13% | |
| DFAX |
Dimensional World ex. U.S. Core Equity 2 ETF
|
Held | 109,109 | $4,019,575 | 0.84% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 3,745 | $3,787,580 | 0.79% | |
| EWJ |
iShares MSCI Japan ETF
|
Added | 40,564 | $3,783,404 | 0.79% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 3,539 | $3,768,681 | 0.79% | |
| RSPN |
Victory Portfolios II
|
Added | 55,497 | $3,551,808 | 0.74% | |
| DGRW |
WisdomTree U.S. Quality Dividend Growth Fund
|
Reduced | 36,464 | $3,486,687 | 0.73% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 29,279 | $3,316,139 | 0.69% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 9,359 | $3,306,815 | 0.69% | |
| JBND |
JPMorgan Active Bond ETF
|
Reduced | 61,301 | $3,279,603 | 0.69% | |
| CGCV |
Capital Group Conservative Equity ETF
|
Reduced | 96,874 | $3,179,404 | 0.66% | |
| SMMD |
iShares Russell 2500 ETF
|
Held | 32,492 | $2,977,241 | 0.62% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 10,172 | $2,583,382 | 0.54% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 12,270 | $2,455,104 | 0.51% | |
| RDVT |
Red Violet, Inc.
Technology
|
Reduced | 36,095 | $2,299,973 | 0.48% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 18,124 | $2,128,845 | 0.45% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 2,880 | $2,120,832 | 0.44% | |
| IWM |
iShares Russell 2000 ETF
|
Added | 6,915 | $2,077,611 | 0.43% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 5,401 | $2,040,227 | 0.43% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 6,435 | $1,918,080 | 0.40% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 5,706 | $1,867,744 | 0.39% | |
| JIVE |
JPMorgan International Value ETF
|
Added | 19,625 | $1,804,597 | 0.38% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 6,671 | $1,803,238 | 0.38% | |
| KINS |
Kingstone Companies, Inc.
Financial Services
|
Reduced | 87,135 | $1,658,179 | 0.35% | |
| SUB |
iShares Short-Term National Muni Bond ETF
|
Added | 15,450 | $1,644,961 | 0.34% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 8,394 | $1,592,593 | 0.33% | |
| MAR |
Marriott International Inc
Consumer Cyclical
|
Reduced | 4,288 | $1,589,089 | 0.33% | |
| MEAR |
iShares Trust
|
Added | 31,264 | $1,575,080 | 0.33% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 3,000 | $1,540,800 | 0.32% | |
| XLU |
State Street(R) Utilities Select Sector SPDR(R) ETF
|
Reduced | 33,574 | $1,522,245 | 0.32% |
Showing the top 50 of 191 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.