Evernest Financial Advisors, LLC holds a diversified book of 191 stocks worth $478.1M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Tat Technologies Ltd and trimmed Berkshire Hathaway Inc-CL B. Their largest long position is SS SPDR P S&P 600 Small Cap at 7% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
40% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Evernest Financial Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $592.1B |
| JPMORGAN CHASE & CO | 80 / 80 | $549.5B |
| ROYAL BANK OF CANADA | 80 / 80 | $173.9B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $196.0B |
| UBS Group AG | 79 / 80 | $164.5B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $20.1B |
| FIFTH THIRD BANCORP | 78 / 80 | $26.5B |
| Cetera Investment Advisers | 78 / 80 | $26.2B |
Ranked by how many of Evernest Financial Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Series Trust ST STR SP600 SML | $34.6M | 599.9K | 7.2% | ▲+6.7% Added · +38K sh | |
| 2 | Berkshire Hathaway Inc Del CL B NEW | $32.2M | 64.4K | 6.7% | ▼−0.1% Reduced · −40 sh | |
| 3 | Invesco Exchange Traded FD T S&P500 EQL WGT | $26.5M | 124.6K | 5.5% | ▲+9.2% Added · +11K sh | |
| 4 | Ishares TR CORE S&P MCP ETF | $24.4M | 316.3K | 5.1% | ▲+1.2% Added · +4K sh | |
| 5 | World Gold TR SPDR GLD MINIS | $21.8M | 274.3K | 4.6% | ▼−1.9% Reduced · −5K sh | |
| 6 | Microsoft Corp COM | $18.6M | 49.9K | 3.9% | ▼−0.9% Reduced · −445 sh | |
| 7 | Fidelity Covington Trust ENHANCED INTL | $18.4M | 459.5K | 3.9% | ▲+7.0% Added · +30K sh | |
| 8 | Capitol Ser TR FAIR TA SECT ETF | $17.5M | 554.8K | 3.7% | ▲+2.5% Added · +13K sh | |
| 9 | Apple Inc COM | $15.4M | 53.3K | 3.2% | ▼−61% Reduced · −82K sh | |
| 10 | Ishares TR CORE S&P500 ETF | $14.7M | 19.7K | 3.1% | ▼−7.3% Reduced · −2K sh | |
| 11 | BlackRock ETF Trust ISHARES US EQUIT | $14.4M | 211.7K | 3.0% | ▲+9.5% Added · +18K sh | |
| 12 | Wisdomtree TR JAPN HEDGE EQT | $11.4M | 65.5K | 2.4% | ▲+3.5% Added · +2K sh | |
| 13 | Ishares TR CORE MSCI EAFE | $10.8M | 112.1K | 2.3% | ▼−0.1% Reduced · −95 sh | |
| 14 | Vanguard Index FDS S&P 500 ETF SHS | $10.8M | 15.7K | 2.3% | ▼−0.3% Reduced · −48 sh | |
| 15 | Capital Group International SHS | $9.9M | 269.8K | 2.1% | ▼−21% Reduced · −71K sh | |
| 16 | Fidelity Covington Trust FUN SMA MID ETF | $9.4M | 246.9K | 2.0% | ▼−9.2% Reduced · −25K sh | |
| 17 | Wisdomtree TR TRUE DEV INTL FD | $6.8M | 91.5K | 1.4% | ▼−0.9% Reduced · −867 sh | |
| 18 | Ishares TR CORE S&P SCP ETF | $6.6M | 44.7K | 1.4% | ▼−7.4% Reduced · −4K sh | |
| 19 | State STR SPDR S&P 500 ETF T TR UNIT | $6.4M | 8.6K | 1.3% | ▼−0.5% Reduced · −40 sh | |
| 20 | Eli Lilly & Co COM | $5.6M | 4.6K | 1.2% | ▲+3.8% Added · +168 sh | |
| 21 | Alphabet Inc CAP STK CL A | $5.4M | 15.1K | 1.1% | ▼−2.4% Reduced · −377 sh | |
| 22 | Dimensional ETF Trust WORLD EX US CORE | $4.0M | 109.1K | 0.8% | —Held | |
| 23 | Goldman Sachs Group Inc COM | $3.8M | 3.7K | 0.8% | ▲+0.4% Added · +15 sh | |
| 24 | Ishares Inc MSCI JAPAN ETF | $3.8M | 40.6K | 0.8% | ▲+5.3% Added · +2K sh | |
| 25 | Caterpillar Inc COM | $3.8M | 3.5K | 0.8% | ▼−4.4% Reduced · −164 sh | |
| 26 | Invesco Exchange Traded FD T S&P500 EQL IND | $3.6M | 55.5K | 0.7% | ▲+0.2% Added · +118 sh | |
| 27 | Wisdomtree TR US QTLY DIV GRT | $3.5M | 36.5K | 0.7% | ▼−4.6% Reduced · −2K sh | |
| 28 | Walmart Inc COM | $3.3M | 29.3K | 0.7% | ▼−0.9% Reduced · −270 sh | |
| 29 | Alphabet Inc CAP STK CL C | $3.3M | 9.4K | 0.7% | ▼−0.7% Reduced · −62 sh | |
| 30 | J P Morgan Exchange Traded F ACTIVE BOND ETF | $3.3M | 61.3K | 0.7% | ▼−0.7% Reduced · −418 sh | |
| 31 | Capital Group Conservative E SHS | $3.2M | 96.9K | 0.7% | ▼−25% Reduced · −33K sh | |
| 32 | Ishares TR RUSEL 2500 ETF | $3.0M | 32.5K | 0.6% | —Held | |
| 33 | Johnson & Johnson COM | $2.6M | 10.2K | 0.5% | ▲+1.1% Added · +112 sh | |
| 34 | Nvidia Corporation COM | $2.5M | 12.3K | 0.5% | ▼−3.0% Reduced · −379 sh | |
| 35 | Red Violet Inc COM | $2.3M | 36.1K | 0.5% | ▼−14% Reduced · −6K sh | |
| 36 | Cisco Sys Inc COM | $2.1M | 18.1K | 0.4% | ▼−1.9% Reduced · −357 sh | |
| 37 | Invesco QQQ TR UNIT SER 1 | $2.1M | 2.9K | 0.4% | —Held | |
| 38 | Ishares TR RUSSELL 2000 ETF | $2.1M | 6.9K | 0.4% | ▲~0% Added · +1 sh | |
| 39 | Broadcom Inc COM | $2.0M | 5.4K | 0.4% | ▼−17% Reduced · −1K sh | |
| 40 | Texas Instrs Inc COM | $1.9M | 6.4K | 0.4% | ▼−0.1% Reduced · −10 sh | |
| 41 | JPMorgan Chase & Co COM | $1.9M | 5.7K | 0.4% | ▲+5.9% Added · +320 sh | |
| 42 | J P Morgan Exchange Traded F JPMORGAN INTL VL | $1.8M | 19.6K | 0.4% | ▲+41% Added · +6K sh | |
| 43 | McDonalds Corp COM | $1.8M | 6.7K | 0.4% | ▼−1.5% Reduced · −103 sh | |
| 44 | Kingstone Cos Inc COM | $1.7M | 87.1K | 0.3% | ▼−8.3% Reduced · −8K sh | |
| 45 | Ishares TR SHRT NAT MUN ETF | $1.6M | 15.4K | 0.3% | ▲+1.4% Added · +219 sh | |
| 46 | RTX Corporation COM | $1.6M | 8.4K | 0.3% | ▼−1.0% Reduced · −86 sh | |
| 47 | Marriott Intl Inc New CL A | $1.6M | 4.3K | 0.3% | ▼−0.3% Reduced · −11 sh | |
| 48 | Ishares U S ETF TR SHOR MAT MUN ETF | $1.6M | 31.3K | 0.3% | ▲+6.5% Added · +2K sh | |
| 49 | Mastercard Incorporated CL A | $1.5M | 3.0K | 0.3% | ▼−2.9% Reduced · −90 sh | |
| 50 | Select Sector SPDR TR ST STR UTIL ETF | $1.5M | 33.6K | 0.3% | ▼−2.2% Reduced · −742 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2009530/holdings"
Use Arkolith to show Evernest Financial Advisors, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 6, 2026 | 191 | $478.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 180 | $481.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 185 | $477.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 188 | $356.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 28, 2025 | 171 | $309.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 148 | $278.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 163 | $385.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 21, 2024 | 162 | $371.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.