Evernest Financial Advisors, LLC
CIK: 0002009530SEC EDGAR →
Portfolio Value
$477.1M
Holdings
185
As of
Q4 2025
New Positions
26
Closed Positions
9
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 135,023 | $37.1M | 7.77% |
| 2 | WORLD GOLD TR | 319,431 | $32.1M | 6.73% |
| 3 | BERKSHIRE HATHAWAY INC DEL | 64,461 | $32.1M | 6.73% |
| 4 | MICROSOFT CORP | 51,323 | $21.2M | 4.45% |
| 5 | SPDR SERIES TRUST | 399,782 | $20.6M | 4.31% |
| 6 | ISHARES TR | 274,737 | $19.7M | 4.13% |
| 7 | INVESCO EXCHANGE TRADED FD T | 94,878 | $19.2M | 4.02% |
| 8 | CAPITAL GROUP INTERNATIONAL | 423,085 | $15.5M | 3.25% |
| 9 | ISHARES TR | 21,933 | $15.3M | 3.20% |
| 10 | FIDELITY COVINGTON TRUST | 350,237 | $14.1M | 2.95% |
Quarterly Changes
Top Buys
New Positions (26)
$725K · 145K shares
$720K · 7K shares
$494K · 2K shares
$418K · 130K shares
$369K · 4K shares
$357K · 6K shares
$333K · 1K shares
$332K · 1K shares
$331K · 4K shares
$280K · 14K shares
$267K · 2K shares
$267K · 2K shares
$266K · 442 shares
$263K · 3K shares
$244K · 1K shares
$231K · 5K shares
$229K · 74K shares
$223K · 3K shares
$213K · 284 shares
$207K · 1K shares
$204K · 32K shares
$198K · 40K shares
$139K · 10K shares
$98K · 56K shares
$78K · 20K shares
$61K · 11K shares
Closed Positions (29)
$660K · 18K shares
$657K · 89K shares
$413K · 9K shares
$406K · 1K shares
$389K · 17K shares
$362K · 177K shares
$325K · 2K shares
$321K · 268 shares
$320K · 1K shares
$301K · 34K shares
$298K · 30K shares
$297K · 1K shares
$295K · 2K shares
$270K · 5K shares
$262K · 2K shares
$260K · 63K shares
$242K · 544 shares
$231K · 175 shares
$230K · 8K shares
$228K · 550 shares
$219K · 3K shares
$212K · 2K shares
$165K · 43K shares
$155K · 12K shares
$120K · 10K shares
$92K · 16K shares
$66K · 11K shares
$41K · 13K shares
$13K · 13K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 92 | $260.5M | 54.6% |
| Technology | 20 | $107.1M | 22.4% |
| Unknown | 7 | $46.7M | 9.8% |
| Healthcare | 14 | $16.1M | 3.4% |
| Communication Services | 8 | $11.2M | 2.4% |
| Industrials | 13 | $10.6M | 2.2% |
| Consumer Cyclical | 10 | $10.6M | 2.2% |
| Consumer Defensive | 9 | $8.6M | 1.8% |
| Energy | 7 | $4.2M | 0.9% |
| Real Estate | 2 | $502K | 0.1% |
| Utilities | 1 | $480K | 0.1% |
| Basic Materials | 2 | $278K | 0.1% |