Top Institutional Investors

Evernest Financial Advisors, LLC — 13F Holdings & Portfolio

CIK 2009530 · latest 13F-HR filed 2026-08-06

Backtest portfolio

Evernest Financial Advisors, LLC manages $478.1M in 13F-reported U.S. long-equity assets across 191 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPSM (7.23%), BRK.B (6.74%), RSP (5.54%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 24 new positions, exited 13, added to 72, and trimmed 41.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
75 EXECUTIVE DRIVE, SUITE B
CARMEL, IN 46032
Phone
(317) 556-1015
Filing Manager
Evernest Financial Advisors, LLC
CARMEL, IN
Signatory
Kevin Stillman
Portofolio Manager
Loading holdings…
AUM

$478.1M

Long-equity book

Holdings

191

Distinct positions

Period

2026-06-30

Filed 2026-08-06

Q/Q Activity

+24 / −13 / ↑72 / ↓41

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SPDR SERIES TRUST$4.7M +15.9%
  • INVESCO EXCHANGE TRADED FD T$3.5M +15.2%
  • BLACKROCK ETF TRUST$2.0M +16.4%
  • BERKSHIRE HATHAWAY INC DEL$1.8M +5.8%
  • FIDELITY COVINGTON TRUST$1.7M +10.4%
Show all 72 →

Top Trims

  • APPLE INC-$20.8M -57.4%
  • WORLD GOLD TR-$4.1M -15.9%
  • MICROSOFT CORP-$2.8M -13.0%
  • CAPITAL GROUP INTERNATIONAL-$2.1M -17.6%
  • CAPITAL GROUP CONSERVATIVE E-$860.0K -21.3%
Show all 41 →

New Positions

  • TAT TECHNOLOGIES LTD$1.2M
  • SANARA MEDTECH INC$606.3K
  • TSS INC DEL$430.5K
  • HONEYWELL INTL INC$397.4K
  • HONEYWELL AEROSPACE INC$392.4K
Show all 24 →

Exited Positions

  • XPEL INC$941.6K
  • HONEYWELL INTL INC$762.5K
  • CURIOSITYSTREAM INC$440.2K
  • CPS TECHNOLOGIES CORP$355.2K
  • PRECIPIO INC$291.6K
Show all 13 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SPDR SERIES TRUST SPSM 78468R853 $34.6M 7.23% 599,855 SH
2 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $32.2M 6.74% 64,421 SH
3 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $26.5M 5.54% 124,588 SH
4 ISHARES TR IJH 464287507 $24.4M 5.10% 316,310 SH
5 WORLD GOLD TR GLDM 98149E303 $21.8M 4.56% 274,270 SH
6 MICROSOFT CORP MSFT 594918104 $18.6M 3.90% 49,949 SH
7 FIDELITY COVINGTON TRUST FENI 31609A404 $18.4M 3.86% 459,536 SH
8 CAPITOL SER TR TACK 14064D550 $17.5M 3.67% 554,812 SH
9 APPLE INC AAPL 037833100 $15.4M 3.22% 53,254 SH
10 ISHARES TR IVV 464287200 $14.7M 3.08% 19,663 SH
11 BLACKROCK ETF TRUST DYNF 09290C103 $14.4M 3.01% 211,650 SH
12 WISDOMTREE TR DXJ 97717W851 $11.4M 2.38% 65,507 SH
13 ISHARES TR IEFA 46432F842 $10.8M 2.27% 112,146 SH
14 VANGUARD INDEX FDS VOO 922908363 $10.8M 2.25% 15,681 SH
15 CAPITAL GROUP INTERNATIONAL CGIE 14021M107 $9.9M 2.08% 269,804 SH
16 FIDELITY COVINGTON TRUST FFSM 316092295 $9.4M 1.97% 246,925 SH
17 WISDOMTREE TR DOL 97717W794 $6.8M 1.42% 91,533 SH
18 ISHARES TR IJR 464287804 $6.6M 1.39% 44,679 SH
19 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $6.4M 1.34% 8,579 SH
20 ELI LILLY & CO LLY 532457108 $5.6M 1.16% 4,640 SH
21 ALPHABET INC GOOGL 02079K305 $5.4M 1.13% 15,117 SH
22 DIMENSIONAL ETF TRUST DFAX 25434V880 $4.0M 0.84% 109,109 SH
23 GOLDMAN SACHS GROUP INC GS 38141G104 $3.8M 0.79% 3,745 SH
24 ISHARES INC EWJ 46434G822 $3.8M 0.79% 40,564 SH
25 CATERPILLAR INC CAT 149123101 $3.8M 0.79% 3,539 SH
26 INVESCO EXCHANGE TRADED FD T RSPN 46137V324 $3.6M 0.74% 55,497 SH
27 WISDOMTREE TR DGRW 97717X669 $3.5M 0.73% 36,464 SH
28 WALMART INC WMT 931142103 $3.3M 0.69% 29,279 SH
29 ALPHABET INC GOOG 02079K107 $3.3M 0.69% 9,359 SH
30 J P MORGAN EXCHANGE TRADED F JBND 46654Q716 $3.3M 0.69% 61,301 SH
31 CAPITAL GROUP CONSERVATIVE E CGCV 14020U100 $3.2M 0.66% 96,874 SH
32 ISHARES TR SMMD 46435G268 $3.0M 0.62% 32,492 SH
33 JOHNSON & JOHNSON JNJ 478160104 $2.6M 0.54% 10,172 SH
34 NVIDIA CORPORATION NVDA 67066G104 $2.5M 0.51% 12,270 SH
35 RED VIOLET INC RDVT 75704L104 $2.3M 0.48% 36,095 SH
36 CISCO SYS INC CSCO 17275R102 $2.1M 0.45% 18,124 SH
37 INVESCO QQQ TR QQQ 46090E103 $2.1M 0.44% 2,880 SH
38 ISHARES TR IWM 464287655 $2.1M 0.43% 6,915 SH
39 BROADCOM INC AVGO 11135F101 $2.0M 0.43% 5,401 SH
40 TEXAS INSTRS INC TXN 882508104 $1.9M 0.40% 6,435 SH
41 JPMORGAN CHASE & CO JPM 46625H100 $1.9M 0.39% 5,706 SH
42 J P MORGAN EXCHANGE TRADED F JIVE 46654Q757 $1.8M 0.38% 19,625 SH
43 MCDONALDS CORP MCD 580135101 $1.8M 0.38% 6,671 SH
44 KINGSTONE COS INC KINS 496719105 $1.7M 0.35% 87,135 SH
45 ISHARES TR SUB 464288158 $1.6M 0.34% 15,450 SH
46 RTX CORPORATION RTX 75513E101 $1.6M 0.33% 8,394 SH
47 MARRIOTT INTL INC NEW MAR 571903202 $1.6M 0.33% 4,288 SH
48 ISHARES U S ETF TR MEAR 46431W838 $1.6M 0.33% 31,264 SH
49 MASTERCARD INCORPORATED MA 57636Q104 $1.5M 0.32% 3,000 SH
50 SELECT SECTOR SPDR TR XLU 81369Y886 $1.5M 0.32% 33,574 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-06 $478.1M 191 0002009530-26-000006
2026-03-31 2026-05-04 $481.4M 180 0002009530-26-000005
2025-12-31 2026-02-13 $477.1M 185 0002009530-26-000001