Evernest Financial Advisors, LLC
CIK 2009530
13F filing for Q2 2026・No. 4,005
- Holdings
- US$478.14M
- Quarter change
- −US$3.26M
- Entries
- 191
- Net bought (estimate)
- −US$20.23M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 24
- Sold out 13
- Cut 72
- Added 60
- Corporate actions 2
- Unchanged 35
Largest holdings
191 stocks worth US$478.14M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPDR SERIES TRUSTST STR SP600 SML | Added | 599,855 | US$34.59M | 7.23% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Cut | 64,421 | US$32.24M | 6.74% |
| RSPINVESCO EXCHANGE TRADED FD TS&P500 EQL WGT | Added | 124,588 | US$26.51M | 5.54% |
| IJHISHARES TRCORE S&P MCP ETF | Added | 316,310 | US$24.39M | 5.10% |
| WORLD GOLD TRSPDR GLD MINIS | Cut | 274,270 | US$21.78M | 4.56% |
| MSFTMicrosoftCOM | Cut | 49,949 | US$18.63M | 3.90% |
| FIDELITY COVINGTON TRUSTENHANCED INTL | Added | 459,536 | US$18.44M | 3.86% |
| CAPITOL SER TRFAIR TA SECT ETF | Added | 554,812 | US$17.55M | 3.67% |
| AAPLAppleCOM | Cut | 53,254 | US$15.41M | 3.22% |
| IVVISHARES TRCORE S&P500 ETF | Cut | 19,663 | US$14.73M | 3.08% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 6, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.