Evernest Financial Advisors, LLC
Filing Date
Global Rank
#4,408
/ 8,700
▼ 705
Top Industry
Insurance - Diversified
19.1%
Period ended 2 months ago
Filed Aug 6, 2026 · 38d
12 quarters · since Dec 2021
Portfolio Concentration
123 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
14.9%
+0.6 pts
Top 5
45.2%
+4.9 pts
Top 10
58.2%
−5.2 pts
HHI
531
Diversified+10
Portfolio Trend
12 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 24.3% | $52,612,957 |
| Financial Services | 22.5% | $48,851,206 |
| Unclassified | 22.4% | $48,462,328 |
| Healthcare | 8.7% | $18,969,456 |
| Industrials | 6.1% | $13,326,344 |
| Communication Services | 5.0% | $10,825,252 |
| Consumer Cyclical | 4.6% | $9,904,115 |
| Consumer Defensive | 3.8% | $8,170,440 |
| Energy | 1.9% | $4,114,872 |
| Basic Materials | 0.3% | $641,802 |
| Real Estate | 0.3% | $542,826 |
| Utilities | 0.2% | $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 | |
| BODI | Beachbody Company, Inc. | +18,275 | 47,350 | $483,917 | |
| BOSC | Bos Better Online Solutions Ltd | +17,736 | 199,148 | $894,174 | |
| MAMA | Mama's Creations, Inc. | +5,500 | 25,742 | $459,494 | |
| VZ | Verizon Communications Inc | +1,631 | 9,715 | $411,333 | |
| BAC | Bank Of America Corp /De/ | +701 | 18,986 | $1,081,822 | |
| PG | PROCTER & GAMBLE Co | +390 | 4,687 | $687,301 | |
| CL | Colgate Palmolive Co | +389 | 2,817 | $258,262 | |
| IBM | International Business Machines Corp | +363 | 2,816 | $791,887 | |
| JPM | Jpmorgan Chase & Co | +320 | 5,706 | $1,867,744 | |
| AMT | American Tower Corp /Ma/ | +212 | 1,630 | $266,619 | |
| VEA | Vanguard FTSE Developed Markets ETF | +190 | 12,651 | $901,383 | |
| UNH | Unitedhealth Group Inc | +183 | 2,280 | $947,636 | |
| LLY | ELI LILLY & Co | +168 | 4,640 | $5,565,355 | |
| ABBV | AbbVie Inc. | +138 | 6,010 | $1,512,356 | |
| JNJ | Johnson & Johnson | +112 | 10,172 | $2,583,382 | |
| META | Meta Platforms, Inc. | +94 | 1,633 | $919,852 | |
| SBUX | Starbucks Corp | +50 | 4,038 | $412,643 | |
| PH | Parker-Hannifin Corp | +49 | 719 | $703,268 | |
| TRV | Travelers Companies, Inc. | +49 | 3,037 | $1,002,574 | |
| LIN | Linde PLC | +39 | 676 | $350,803 | |
| AMZN | Amazon Com Inc | +34 | 5,793 | $1,380,703 | |
| COST | Costco Wholesale Corp /New | +25 | 1,186 | $1,109,467 | |
| 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 | |
| VB | Vanguard Morningstar Small-Cap ETF | −43,712 | 3,120 | $945,734 | |
| CGCV | Capital Group Conservative Equity ETF | −33,010 | 96,874 | $3,179,404 | |
| 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 | |
| GOSS | Gossamer Bio, Inc. | −2,000 | 26,769 | $4,416 | |
| HON | Honeywell International Inc | −1,821 | 1,775 | $397,422 | |
| AVGO | Broadcom Inc. | −1,119 | 5,401 | $2,040,227 | |
| MRK | Merck & Co., Inc. | −966 | 9,826 | $1,262,641 | |
| KO | Coca Cola Co | −873 | 15,189 | $1,234,410 | |
| VLO | Valero Energy Corp/Tx | −820 | 4,180 | $1,088,639 | |
| — | −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 | |
| GOOGL | Alphabet Inc. | −439 | 24,476 | $8,709,177 | |
| CRH | Crh Public Ltd Co | −395 | 1,957 | $209,399 | |
| NVDA | Nvidia Corp | −379 | 12,270 | $2,455,104 | |
| CSCO | Cisco Systems, Inc. | −357 | 18,124 | $2,128,845 | |
| ABT | Abbott Laboratories | −343 | 4,269 | $387,369 | |
| V | Visa Inc. | −335 | 2,652 | $909,874 | |
| WFC | Wells Fargo & Company/Mn | −312 | 5,430 | $448,735 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
20 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 | |
| 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 | |
| PGR | Progressive Corp/Oh/ | 934 | $204,032 | |
| DHX | Dhi Group, Inc. | 47,337 | $175,620 | |
| PEW | GrabAGun Digital Holdings Inc. | 59,000 | $134,520 | |
| AIRJW | AirJoule Technologies Corp. | 13,105 | $72,601 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | 640,053 | $64,800,927 | |
| — | 562,067 | $27,159,077 | ||
| ABI | VictoryShares Pioneer Asset-Based Income ETF | 169,432 | $25,077,773 | |
| FBCG | Fidelity Blue Chip Growth ETF | 701,316 | $24,660,523 | |
| AGGY | WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 202,796 | $20,120,733 | |
| NITE | The Nightview Fund | 541,504 | $16,618,767 | |
| BAI | iShares A.I. Innovation and Tech Active ETF | 193,256 | $11,243,634 | |
| BBAG | JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 85,585 | $5,279,287 | |
| XLBI | State Street Materials Select Sector SPDR Premium Income ETF | 70,449 | $4,281,060 | |
| DCOR | Dimensional US Core Equity 1 ETF | 109,109 | $3,706,432 | |
| BKF | iShares MSCI BIC ETF | 43,961 | $3,561,097 | |
| BWX | State Street SPDR Bloomberg International Treasury Bond ETF | 31,650 | $2,213,789 | |
| FNDA | Schwab Fundamental U.S. Small Company ETF | 59,791 | $1,702,767 | |
| CVY | Invesco Zacks Multi-Asset Income ETF | 12,050 | $906,039 | |
| XPEL | XPEL, Inc. | 20,250 | $896,265 | |
| VCRM | Vanguard Core Tax-Exempt Bond ETF | 15,415 | $769,054 | |
| IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | 4,204 | $672,334 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | 8,957 | $484,125 | |
| CURI | CuriosityStream Inc. | 135,234 | $400,292 | |
| AIPO | Defiance AI & Power Infrastructure ETF | 14,300 | $277,563 | |
| HGBL | Heritage Global Inc. | 194,000 | $263,840 | |
| BAB | Invesco Taxable Municipal Bond ETF | 3,534 | $258,476 | |
| CPSH | Cps Technologies Corp/De/ | 68,300 | $255,442 | |
| PRPO | Precipio, Inc. | 9,500 | $237,500 | |
| BNDW | Vanguard Total World Bond ETF | 2,280 | $228,387 | |
| No positions match the current search. | ||||
123 tracked positions ·
$216,802,845 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 123 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 64,421 | $32,235,624 | 14.87% | |
| GLDM |
World Gold Trust
|
Reduced | 274,270 | $21,782,523 | 10.05% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 49,949 | $18,631,975 | 8.59% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 53,254 | $15,409,577 | 7.11% | |
| CGIE |
Capital Group International Equity ETF
|
Reduced | 269,804 | $9,923,391 | 4.58% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 24,476 | $8,709,177 | 4.02% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 8,579 | $6,406,539 | 2.96% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 4,640 | $5,565,355 | 2.57% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 3,745 | $3,787,580 | 1.75% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 3,539 | $3,768,681 | 1.74% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 29,279 | $3,316,139 | 1.53% | |
| CGCV |
Capital Group Conservative Equity ETF
|
Reduced | 96,874 | $3,179,404 | 1.47% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 10,172 | $2,583,382 | 1.19% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 12,270 | $2,455,104 | 1.13% | |
| RDVT |
Red Violet, Inc.
Technology
|
Reduced | 36,095 | $2,299,973 | 1.06% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 18,124 | $2,128,845 | 0.98% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 2,880 | $2,120,832 | 0.98% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 5,401 | $2,040,227 | 0.94% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 6,435 | $1,918,080 | 0.88% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 5,706 | $1,867,744 | 0.86% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 6,671 | $1,803,238 | 0.83% | |
| KINS |
Kingstone Companies, Inc.
Financial Services
|
Reduced | 87,135 | $1,658,179 | 0.76% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 8,394 | $1,592,593 | 0.73% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Reduced | 4,288 | $1,589,089 | 0.73% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 3,000 | $1,540,800 | 0.71% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 6,010 | $1,512,356 | 0.70% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Reduced | 9,853 | $1,492,729 | 0.69% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 5,793 | $1,380,703 | 0.64% | |
| VIG |
Vanguard Dividend Appreciation ETF
|
Added | 5,771 | $1,365,534 | 0.63% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 3,684 | $1,334,050 | 0.62% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 9,826 | $1,262,641 | 0.58% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 6,754 | $1,248,071 | 0.58% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 15,189 | $1,234,410 | 0.57% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 5,700 | $1,191,528 | 0.55% | |
| TATT |
Tat Technologies Ltd
Industrials
|
NEW | 24,370 | $1,175,365 | 0.54% | |
| SYK |
Stryker Corp
Healthcare
|
Reduced | 3,730 | $1,174,353 | 0.54% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 3,170 | $1,117,995 | 0.52% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 1,186 | $1,109,467 | 0.51% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Held | 15,363 | $1,105,367 | 0.51% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
Reduced | 4,180 | $1,088,639 | 0.50% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 18,986 | $1,081,822 | 0.50% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 2,056 | $1,047,449 | 0.48% | |
| BALL |
BALL Corp
Consumer Cyclical
|
Reduced | 16,197 | $1,010,692 | 0.47% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Added | 3,037 | $1,002,574 | 0.46% | |
| ADI |
Analog Devices Inc
Technology
|
Reduced | 2,417 | $959,959 | 0.44% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 2,280 | $947,636 | 0.44% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Reduced | 3,120 | $945,734 | 0.44% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,633 | $919,852 | 0.42% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 2,652 | $909,874 | 0.42% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Added | 12,651 | $901,383 | 0.42% |
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.