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Latest Evernest Financial Advisors, LLC Stock Portfolio

$478Million | No. of Holdings #191

Evernest Financial Advisors, LLC Performance

2026 Q2+3.13%
YTD+1.67%
2025+21.30%

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

On 2026-08-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, Evernest Financial Advisors, LLC reported an equity portfolio of $478.1 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Evernest Financial Advisors, LLC are BIL, , CSD. The fund has invested 7.2% of it's portfolio in SPDR SERIES TRUST and 6.7% of portfolio in BERKSHIRE HATHAWAY INC DEL. <br><br> The fund managers got completely rid off XPEL INC (XPEL), HONEYWELL INTL INC (HON) and CURIOSITYSTREAM INC (CURI) stocks. They significantly reduced their stock positions in APPLE INC (AAPL), SIMON PPTY GROUP INC NEW (SPG) and CAPITAL GROUP CONSERVATIVE E. Evernest Financial Advisors, LLC opened new stock positions in TAT TECHNOLOGIES LTD (TATT), SANARA MEDTECH INC (SMTI) and TSS INC DEL (TSSI). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), LENSAR INC (LNSR) and THE BEACHBODY COMPANY INC (BODY).
Evernest Financial Advisors, LLC Equity Portfolio Value
Last Reported on: 06 Aug, 2026
$478Million
  as of Aug 06, 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 3.13% in the last quarter. In trailing 12 months, it's portfolio return was 17.09%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
tat technologies ltd1,175,360
sanara medtech inc606,263
tss inc del430,500
honeywell intl inc397,423
honeywell aerospace inc392,417
micron technology inc358,599
space exploration techn corp336,594
roundhill etf trust293,403
New stocks bought by Evernest Financial Advisors, LLC

Additions

Ticker% Inc.
ishares tr300
lensar inc78.94
the beachbody company inc62.85
j p morgan exchange traded f41.09
westwater res inc33.33
mamas creations inc27.17
vanguard index fds22.26
verizon communications inc20.18
Additions to existing portfolio by Evernest Financial Advisors, LLC

Reductions

Ticker% Reduced
apple inc-60.59
simon ppty group inc new-26.71
capital group conservative e-25.41
taiwan semiconductor manufac-24.89
ishares tr-24.72
enterprise prods partners l-23.16
capital group international-20.88
broadcom inc-17.16
Evernest Financial Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
heritage global inc-273,540
curiositystream inc-440,187
cps technologies corp-355,160
netsol technologies inc-181,996
identiv inc-194,750
stran & company inc-48,670
xpel inc-941,625
tidal trust ii-290,174
Evernest Financial Advisors, LLC got rid off the above stocks

Sector Distribution

Evernest Financial Advisors, LLC has about 72.1% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Financial Services
  • Industrials
  • Communication Services
  • Consumer Cyclical
  • Consumer Defensive
Sector%
Others72.1
Technology11.3
Healthcare4
Financial Services3.3
Industrials2.4
Communication Services2.3
Consumer Cyclical2.1
Consumer Defensive1.6

Market Cap. Distribution

Evernest Financial Advisors, LLC has about 25.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • SMALL-CAP
  • MICRO-CAP
Category%
UNALLOCATED72.1
MEGA-CAP19.8
LARGE-CAP5.7
SMALL-CAP1.3
MICRO-CAP1.1

Stocks belong to which Index?

About 26.8% 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%
Others73.2
S&P 50025.3
RUSSELL 20001.5
Top 5 Winners (%)%
LRCX
lam research corp
67.0 %
RDVT
red violet inc
65.3 %
LLY
eli lilly & co
37.2 %
CSCO
cisco sys inc
32.8 %
CAT
caterpillar inc
27.9 %
Top 5 Winners ($)$
BIL
spdr series trust
2.7 M
AAPL
apple inc
2.0 M
berkshire hathaway inc del
1.8 M
LLY
eli lilly & co
1.5 M
IJR
ishares tr
1.3 M
Top 5 Losers (%)%
IJR
ishares tr
-64.2 %
GOSS
gossamer bio inc
-50.9 %
ACN
accenture plc ireland
-29.6 %
BODY
the beachbody company inc
-28.6 %
RPID
rapid micro biosystems inc
-25.3 %
Top 5 Losers ($)$
GLDM
world gold tr
-3.7 M
MSFT
microsoft corp
-2.6 M
IJR
ishares tr
-0.9 M
WMT
walmart inc
-0.4 M
RPID
rapid micro biosystems inc
-0.3 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 191 stocks in it's portfolio. About 46.9% 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.

$478.14MTotal Value
204Positions
06 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Evernest Financial Advisors, LLC, last reported on 06 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Evernest Financial Advisors, LLC's holding in Ishares Tr over time
0.34%15,450
$1.65M
0.34%
increased 1.44 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Evernest Financial Advisors, LLC's holding in Ishares Tr over time
0.06%1,948
$305.8K
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
$255.5K
0.05%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
Evernest Financial Advisors, LLC's holding in Ishares Tr over time
0.19%11,797
$894.1K
0.19%
unchanged 0 percentunchanged
AGT
Ishares Tr

Ishares Tr

AGT
Evernest Financial Advisors, LLC's holding in Ishares Tr over time
0.62%32,492
$2.98M
0.62%
unchanged 0 percentunchanged
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Evernest Financial Advisors, LLC's holding in Wisdomtree Tr over time
2.38%65,507
$11.37M
2.38%
increased 3.54 percentadded
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Evernest Financial Advisors, LLC's holding in Wisdomtree Tr over time
1.42%91,533
$6.81M
1.42%
decreased 0.94 percentreduced