Evernest Financial Advisors, LLC

CIK

2009530

Location

CARMEL, IN

Portfolio Value

Small $203,556,092

Diversification

Diversified

Filing Date

Global Rank

#4,121 / 8,603 ▼ 4 · as of Mar 2026

Top Industry

Consumer Electronics 20.2%

3Y Alpha vs SPY

+0.2%

Period ended 3 months ago

Filed May 4, 2026 · 2mo

11 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+74.3%

SPY

+76.5%

Annualised alpha

-0.5%

Max drawdown

−14.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

16.8%

−0.1 pts

Top 5

56.7%

−1.9 pts

Top 10

65.5%

−1.7 pts

HHI

803

Diversified−35

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.5%	$66,105,668	17
Financial Services	22.3%	$45,407,115	17
Unclassified	16.7%	$33,955,769	5
Healthcare	8.1%	$16,533,752	15
Consumer Cyclical	5.1%	$10,299,928	9
Industrials	5.0%	$10,090,015	13
Consumer Defensive	4.0%	$8,202,631	7
Communication Services	3.4%	$6,863,266	7
Energy	2.1%	$4,196,259	6
Real Estate	0.4%	$749,342	3
Basic Materials	0.3%	$641,041	3
Utilities	0.3%	$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
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
TRV	Travelers Companies, Inc.	−84	2,988	$871,539
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

103 positions · $203,556,092 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 103 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%	16.85%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	64,461	0	$30,889,711	−4.7%	15.18%
GLDM	World Gold Trust	Reduced	279,724	-39,707	$25,927,617	−4.9%	12.74%
MSFT	Microsoft Corp Technology	Reduced	50,394	-929	$18,654,346	−24.8%	9.16%
SPY	Spdr S&P 500 ETF Trust	Held	8,619	0	$5,605,280	−4.6%	2.75%
GOOGL	Alphabet Inc. Communication Services	Added	15,494	+128	$4,455,454	−7.4%	2.19%
LLY	ELI LILLY & Co Healthcare	Added	4,472	+213	$4,113,211	−10.1%	2.02%
WMT	Walmart Inc. Consumer Defensive	Added	29,549	+148	$3,672,349	+12.1%	1.80%
GS	Goldman Sachs Group Inc Financial Services	Added	3,730	+28	$3,155,542	−3.0%	1.55%
CAT	Caterpillar Inc Industrials	Added	3,703	+71	$2,623,427	+26.1%	1.29%
JNJ	Johnson & Johnson Healthcare	Added	10,060	+440	$2,459,066	+23.5%	1.21%
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%	0.99%
QQQ	Invesco Qqq Trust, Series 1	Added	2,880	+3	$1,662,278	−5.9%	0.82%
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%	0.78%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	5,386	-194	$1,584,345	−11.9%	0.78%
MA	Mastercard Inc Financial Services	Reduced	3,090	-66	$1,543,949	−14.3%	0.76%
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%	0.68%
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%	0.64%
MRK	Merck & Co., Inc. Healthcare	Added	10,792	+51	$1,298,169	+14.8%	0.64%
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%	0.63%
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%	0.61%
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%	0.59%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,161	+4	$1,156,855	+15.9%	0.57%
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%	0.50%
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%	0.44%
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%	0.43%
HON	Honeywell International Inc Industrials	Added	3,596	+6	$852,442	+16.1%	0.42%
ADI	Analog Devices Inc Technology	Reduced	2,482	-403	$789,623	+0.9%	0.39%
EPD	Enterprise Products Partners L.P. Energy	Held	20,000	0	$756,800	+18.0%	0.37%
SHEL	Shell plc Energy	Held	8,006	0	$744,558	+26.6%	0.37%