account_balance
Investment manager · 13F filer · SEC CIK 2009530
Evernest Financial Advisors, LLC
Reported value$478Mas of Jun 30, 2026
Positions191 23 new, 12 sold out
Top 10 weight46.9%SPSM alone is 7%
FiledAug 637 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SPSMSPDR Series Trust
7.2%Added +7%
BRK-BBerkshire Hathaway Inc
6.7%
RSPInvesco Exchange Traded Fd T
5.5%Added +9%
IJHiShares Tr
5.1%
GLDMWorld Gold Trust
4.6%
MSFTMicrosoft Corp
3.9%
FENIFidelity Covington Trust
3.9%Added +7%
TACKCapitol Ser Tr
3.7%Added +2%
AAPLApple Inc.
3.2%Trimmed −61%
IVViShares Tr
3.1%Trimmed −7%
DYNFBlackRock ETF Trust
3.0%Added +10%
DXJWisdomtree Tr
2.4%+4%
SPSMSPDR Series Trust
7.2%Added +7%
BRK-BBerkshire Hathaway Inc
6.7%
RSPInvesco Exchange Traded Fd T
5.5%+9%
IJHiShares Tr
5.1%
GLDMWorld Gold Trust
4.6%
MSFTMicrosoft Corp
3.9%
FENIFidelity Covington Trust
3.9%
TACKCapitol Ser Tr
3.7%
AAPLApple Inc.
3.2%
IVV3.1%
DYNF3.0%
DXJ
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPSM SPDR Series Trust 7.2% Added +7%
BRK-B Berkshire Hathaway Inc 6.7% HeldRSP Invesco Exchange Traded Fd T 5.5% Added +9%
IJH iShares Tr 5.1% Held
GLDM World Gold Trust 4.6% HeldMSFT Microsoft Corp 3.9% HeldFENI Fidelity Covington Trust 3.9% Added +7%
TACK Capitol Ser Tr 3.7% Added +2%
AAPL Apple Inc. 3.2% Trimmed −61%IVV iShares Tr 3.1% Trimmed −7%
DYNF BlackRock ETF Trust 3.0% Added +10%
DXJ Wisdomtree Tr 2.4% Added +4%
What changed
Biggest moves since Mar 31, 2026
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