Latest Evernest Financial Advisors, LLC Stock Portfolio

Evernest Financial Advisors, LLC Performance:

2025 Q4: 7.97%YTD: 21.3%2024: 1.76%

Performance for 2025 Q4 is 7.97%, and YTD is 21.3%, and 2024 is 1.76%.

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

On 2026-02-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Evernest Financial Advisors, LLC reported an equity portfolio of $477.1 Millions as of 31 Dec, 2025.

The top stock holdings of Evernest Financial Advisors, LLC are AAPL, GLDM, . The fund has invested 7.8% of it's portfolio in APPLE INC and 6.7% of portfolio in WORLD GOLD TR.

The fund managers got completely rid off SANUWAVE HEALTH INC (SNWV), DUOS TECHNOLOGIES GROUP INC (DUOT) and IREN LIMITED (IREN) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), WESTWATER RES INC (WWR) and PRECIPIO INC (PRPO). Evernest Financial Advisors, LLC opened new stock positions in CPS TECHNOLOGIES CORP (CPSH), ISHARES TR (IJR) and CARDINAL HEALTH INC (CAH). The fund showed a lot of confidence in some stocks as they added substantially to BERKSHIRE HATHAWAY INC DEL, BLACKROCK ETF TRUST (BECO) and BOS BETTER ONLINE SOLUTIONS (BOSC).

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

Our best estimate is that Evernest Financial Advisors, LLC made a return of 7.97% in the last quarter. In trailing 12 months, it's portfolio return was 21.3%.

Performance
S&P 500

New Buys

Ticker	$ Bought
cps technologies corp	725,716
ishares tr	720,176
cardinal health inc	494,414
netsol technologies inc	418,751
ishares tr	369,850
profesionally managed portfo	357,267
capital one finl corp	333,194
ishares tr	332,438

New stocks bought by Evernest Financial Advisors, LLC

Additions

Ticker	% Inc.
berkshire hathaway inc del	1,213
blackrock etf trust	667
bos better online solutions	604
microsoft corp	299
apple inc	254
spdr series trust	146
red violet inc	119
ishares tr	109

Additions to existing portfolio by Evernest Financial Advisors, LLC

Reductions

Ticker	% Reduced
select sector spdr tr	-60.15
westwater res inc	-60.00
precipio inc	-49.52
select sector spdr tr	-47.98
ishares tr	-47.07
procter and gamble co	-40.45
colgate palmolive co	-39.97
rapid micro biosystems inc	-37.57

Evernest Financial Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
branchout food inc	-362,235
duos technologies group inc	-657,248
united homes group inc	-260,190
fold hldgs inc	-164,822
tecogen inc new	-300,862
vs trust	-297,900
sanuwave health inc	-659,648
perma-pipe intl hldgs inc	-389,336

Evernest Financial Advisors, LLC got rid off the above stocks

Sector Distribution

Evernest Financial Advisors, LLC has about 67.2% of it's holdings in Others sector.

Sector	%
Others	67.2
Technology	16.6
Healthcare	3.4
Financial Services	3.4
Communication Services	2.4
Industrials	2.2
Consumer Cyclical	2.1
Consumer Defensive	1.7

Market Cap. Distribution

Evernest Financial Advisors, LLC has about 30% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	67.2
MEGA-CAP	24.2
LARGE-CAP	5.8
SMALL-CAP	1.5
MICRO-CAP	1.2

Stocks belong to which Index?

About 31.3% of the stocks held by Evernest Financial Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	68.7
S&P 500	29.8
RUSSELL 2000	1.5

Top 5 Winners (%)		%
XLB	select sector spdr tr	95.2 %
XLB	select sector spdr tr	70.3 %
CAT	caterpillar inc	51.4 %
	mamas creations inc	45.7 %
MRK	merck & co inc	39.5 %

Top 5 Winners ($)		$
GLDM	world gold tr	8.2 M
AGZD	wisdomtree tr	2.2 M
FBCG	fidelity covington trust	1.9 M
IJR	ishares tr	1.8 M
AAPL	apple inc	1.7 M

Top 5 Losers (%)		%
CURI	curiositystream inc	-37.2 %
ADP	automatic data processing in	-19.4 %
CEG	constellation energy corp	-17.1 %
UNH	unitedhealth group inc	-16.9 %
QCOM	qualcomm inc	-16.4 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-3.3 M
CURI	curiositystream inc	-0.5 M
RDVT	red violet inc	-0.2 M
QCOM	qualcomm inc	-0.2 M
UNH	unitedhealth group inc	-0.2 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 185 stocks in it's portfolio. About 47.6% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. GLDM was the most profitable stock for Evernest Financial Advisors, LLC last quarter.

Last Reported on: 13 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	7.77	135,023	37,080,100	added	254

AAXJ	ishares tr	0.32	14,187	1,521,380	added	15.83

AAXJ	ishares tr	0.06	1,948	287,155	unchanged	0.00

AAXJ	ishares tr	0.05	2,646	231,446	added	9.75

ABBV	abbvie inc	0.26	5,637	1,258,570	reduced	-5.59

ABT	abbott labs	0.10	4,509	500,799	reduced	-24.36

ACN	accenture plc ireland	0.16	3,294	779,844	reduced	-19.24

ACNT	ascent industries co	0.00	0.00	0.00	sold off	-100

ACWF	ishares tr	0.18	11,797	871,562	unchanged	0.00

ACWF	ishares tr	0.00	0.00	0.00	sold off	-100

ADBE	adobe inc	0.00	0.00	0.00	sold off	-100

ADI	analog devices inc	0.20	2,885	931,731	reduced	-10.07

ADP	automatic data processing in	0.10	2,200	498,500	reduced	-30.16

AGT	ishares tr	0.50	29,171	2,375,400	added	61.01

AGZD	wisdomtree tr	2.06	59,692	9,852,800	reduced	-1.94

AGZD	wisdomtree tr	1.41	92,925	6,721,230	reduced	-0.37

ALCC	oklo inc	0.00	0.00	0.00	sold off	-100

AMGN	amgen inc	0.28	3,604	1,354,460	added	7.01

AMPG	amplitech group inc	0.05	74,000	229,400	new

AMT	american tower corp new	0.05	1,254	217,832	reduced	-21.48