StockDriftsStockDriftsTop 50 Evernest Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPSM | SPDR SERIES TRUST | 7.23% | 599.9K | $34.6M | +6.72%(+37.79K) | $46.03(+26.65%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 6.74% | 64.4K | $32.2M | -0.06%(-40) | $489.67(+2.38%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 5.54% | 124.6K | $26.5M | +9.24%(+10.54K) | $168.48(+31.63%) | 2026-06-30 | |
| IJH | ISHARES TR | 5.1% | 316.3K | $24.4M | +1.19%(+3.73K) | $55.93(+40.44%) | 2026-06-30 | |
| GLDM | WORLD GOLD TR | 4.56% | 274.3K | $21.8M | -1.95%(-5.45K) | $43.86(+98.71%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.9% | 49.9K | $18.6M | -0.88%(-445) | $480.98(+1.06%) | 2026-06-30 | |
| FENI | FIDELITY COVINGTON TRUST | 3.86% | 459.5K | $18.4M | +7.06%(+30.30K) | $32.64(+27.35%) | 2026-06-30 | |
| TACK | CAPITOL SER TR | 3.67% | 554.8K | $17.5M | +924.58%(+500.66K) | $177.88(-81.64%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.22% | 53.3K | $15.4M | -60.59%(-81.87K) | $247.44(+23.42%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.08% | 19.7K | $14.7M | -7.28%(-1.54K) | $472.55(+64.83%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +54.39% |
| Top 20 Holdings Unweighted | — | — | — | — | +51.29% |
Evernest Financial Advisors, LLC reports $478.14M in US-listed equity holdings across 191 positions in its most recent 13F filing. Its largest disclosed positions are SPSM (7.2%), BRK.B (6.7%) and RSP (5.5%). The top 20 holdings account for 66.17% of reported assets. Its disclosed equity book has returned +54.39% cumulatively over 11 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Evernest Financial Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2009530). View Evernest Financial Advisors, LLC’s 13F filings on SEC