Evernest Financial Advisors, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $318 Million distributed in 188 stocks.
Among their holdings, we can observe that their the top five positions include companies like: World Gold Trust with a value of $27.4M, Ishares Core S&P 500 ETF with a value of $18.1M, Ishares Core S&P Mid Cap ETF with a value of $17.5M, Invesco S&P 500 Equal Weight E with a value of $15.7M, and Fidelity Covington Tr with a value of $10.7M.
Examining the 13F form we can see an increase of $42.5M in the current position value, from $275M to 318M.
Evernest Financial Advisors, LLC is based out at Carmel, IN
Below you can find more details about Evernest Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$318 Million
ETFs: $200 Million
Technology: $32.4 Million
Financial Services: $19.9 Million
Healthcare: $14.5 Million
Communication Services: $11.3 Million
Consumer Cyclical: $10.8 Million
Industrials: $10.8 Million
Consumer Defensive: $8.22 Million
Other: $5.54 Million
Stock Holdings Table Market Cap. of $200 Billions or more
