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Latest Evernest Financial Advisors, LLC Stock Portfolio

$481Million | No. of Holdings #180

Evernest Financial Advisors, LLC Performance

2026 Q1-1.42%
YTD-1.42%
2025+21.30%

About Evernest Financial Advisors, LLC and 13F Hedge Fund Stock Holdings

On 2026-05-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, Evernest Financial Advisors, LLC reported an equity portfolio of $481.4 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Evernest Financial Advisors, LLC are AAPL, , BIL. The fund has invested 7.5% of it's portfolio in APPLE INC and 6.3% of portfolio in BERKSHIRE HATHAWAY INC DEL. <br><br> The fund managers got completely rid off NIKE INC (NKE), VANGUARD ADMIRAL FDS INC (IVOG) and AMPLITECH GROUP INC (AMPG) stocks. They significantly reduced their stock positions in WISDOMTREE TR (DWMF), NETSOL TECHNOLOGIES INC (NTWK) and CPS TECHNOLOGIES CORP (CPSH). Evernest Financial Advisors, LLC opened new stock positions in J P MORGAN EXCHANGE TRADED F, XPEL INC (XPEL) and THE BEACHBODY COMPANY INC (BODY). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD INDEX FDS (VB) and RAPID MICRO BIOSYSTEMS INC (RPID).
Evernest Financial Advisors, LLC Equity Portfolio Value
Last Reported on: 04 May, 2026
$481Million
  as of May 04, 2026

Evernest Financial Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Evernest Financial Advisors, LLC made a return of -1.42% in the last quarter. In trailing 12 months, it's portfolio return was 20.36%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
j p morgan exchange traded f1,240,160
xpel inc941,625
the beachbody company inc444,557
lensar inc343,860
simon ppty group inc new339,140
heritage global inc273,540
identiv inc194,750
New stocks bought by Evernest Financial Advisors, LLC

Additions

Ticker% Inc.
vanguard world fd700
vanguard index fds500
vanguard index fds284
rapid micro biosystems inc246
westwater res inc200
blackrock etf trust123
aon plc79.55
capitol ser tr59.16
Additions to existing portfolio by Evernest Financial Advisors, LLC

Reductions

Ticker% Reduced
wisdomtree tr-91.92
netsol technologies inc-59.68
cps technologies corp-53.04
capital group conservative e-48.02
curiositystream inc-47.03
stran & company inc-44.64
bos better online solutions-44.01
kingstone cos inc-42.13
Evernest Financial Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
amplitech group inc-229,400
european wax ctr inc-187,852
elauwit connection inc-198,685
profound med corp-204,750
thryv hldgs inc-78,600
velo3d inc-139,740
nike inc-265,804
vanguard admiral fds inc-230,137
Evernest Financial Advisors, LLC got rid off the above stocks

Sector Distribution

Evernest Financial Advisors, LLC has about 68.1% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Financial Services
  • Communication Services
  • Industrials
  • Consumer Cyclical
  • Consumer Defensive
Sector%
Others68.1
Technology15.8
Healthcare3.3
Financial Services3.1
Communication Services2.4
Industrials2.2
Consumer Cyclical2.2
Consumer Defensive1.7

Market Cap. Distribution

Evernest Financial Advisors, LLC has about 29.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • SMALL-CAP
  • MICRO-CAP
Category%
UNALLOCATED68.1
MEGA-CAP23.8
LARGE-CAP5.6
SMALL-CAP1.3
MICRO-CAP1.1

Stocks belong to which Index?

About 30.5% of the stocks held by Evernest Financial Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others69.6
S&P 50029.2
RUSSELL 20001.3
Top 5 Winners (%)%
PRPO
precipio inc
52.2 %
UNH
unitedhealth group inc
27.9 %
AMZN
amazon com inc
25.1 %
TXN
texas instrs inc
22.6 %
AVGO
broadcom inc
21.1 %
Top 5 Winners ($)$
BIL
spdr series trust
0.8 M
MSFT
microsoft corp
0.6 M
AVGO
broadcom inc
0.5 M
IJR
ishares tr
0.5 M
FBCG
fidelity covington trust
0.4 M
Top 5 Losers (%)%
GOSS
gossamer bio inc
-84.5 %
VAW
vanguard world fd
-77.7 %
VB
vanguard index fds
-73.2 %
VB
vanguard index fds
-65.0 %
RPID
rapid micro biosystems inc
-27.5 %
Top 5 Losers ($)$
GLDM
world gold tr
-2.4 M
VB
vanguard index fds
-2.0 M
berkshire hathaway inc del
-1.6 M
AAPL
apple inc
-0.9 M
VB
vanguard index fds
-0.9 M

Evernest Financial Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Evernest Financial Advisors, LLC

Evernest Financial Advisors, LLC has 180 stocks in it's portfolio. About 49.5% of the portfolio is in top 10 stocks. GLDM proved to be the most loss making stock for the portfolio. BIL was the most profitable stock for Evernest Financial Advisors, LLC last quarter.

$481.41MTotal Value
192Positions
04 May, 2026Last Reported
Current holdings of Current Stock Holdings of Evernest Financial Advisors, LLC, last reported on 04 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Evernest Financial Advisors, LLC's holding in Ishares Tr over time
0.34%15,231
$1.62M
0.34%
increased 7.36 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Evernest Financial Advisors, LLC's holding in Ishares Tr over time
0.06%1,948
$293.2K
0.06%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Evernest Financial Advisors, LLC's holding in Ishares Tr over time
0.05%2,646
$237.0K
0.05%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
Evernest Financial Advisors, LLC's holding in Ishares Tr over time
0.18%11,797
$856.3K
0.18%
unchanged 0 percentunchanged
AGT
Ishares Tr

Ishares Tr

AGT
Evernest Financial Advisors, LLC's holding in Ishares Tr over time
0.57%32,492
$2.74M
0.57%
increased 11.38 percentadded
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Evernest Financial Advisors, LLC's holding in Wisdomtree Tr over time
2.11%63,266
$10.17M
2.11%
increased 5.99 percentadded
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Evernest Financial Advisors, LLC's holding in Wisdomtree Tr over time
1.38%92,400
$6.62M
1.38%
decreased 0.56 percentreduced