Institutional Fund
Evernest Financial Advisors, LLC
Carmel, INCIK 20095305 filings on record
Portfolio Value
$481.41M
Q1 2026
Holdings
180
Reported positions
New Buys
7
Opened this quarter
QoQ Change
+0.9%
from $477.11M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc7.5%
- Berkshire Hathaway Inc Del6.3%
- Spdr Series Trust6.2%
- World Gold Tr5.4%
- Invesco Exchange Traded Fd T4.8%
- Ishares Tr4.7%
- Other65.1%
Portfolio Holdings
180 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 135.1K | $36.16M | 7.5% | +99 | Added |
| 2 | Berkshire Hathaway Inc Del | 64.5K | $30.48M | 6.3% | 0 | Held |
| 3 | Spdr Series Trust | 562.1K | $29.85M | 6.2% | +162.3K | Added |
| 4 | World Gold Tr | 279.7K | $25.91M | 5.4% | −39.7K | Reduced |
| 5 | Invesco Exchange Traded Fd T | 114.1K | $23.01M | 4.8% | +19.2K | Added |
| 6 | Ishares Tr | 312.6K | $22.77M | 4.7% | +37.8K | Added |
| 7 | Microsoft Corp | 50.4K | $21.41M | 4.4% | −929 | Reduced |
| 8 | Fidelity Covington Trust | 429.2K | $16.70M | 3.5% | +79.0K | Added |
| 9 | Capitol Ser Tr | 541.5K | $16.62M | 3.5% | +201.3K | Added |
| 10 | Ishares Tr | 21.2K | $15.24M | 3.2% | −725 | Reduced |
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