Evernest Financial Advisors, LLC Portfolio Holdings

Evernest Financial Advisors, LLC

  • $318 Million
  • Q3 2025

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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$28.3M
$218,000 0.07% of portfolio
46,000
Q3 2025 Reduced 69.74%
$149K
$174,000 0.05% of portfolio
12,000
Q3 2025 Reduced 70.37%
$46.3M
$96,000 0.03% of portfolio
100,000
Q3 2025 New
$0
$0 0.0% of portfolio
2,349
Q3 2025 New
$20.7M
$13,000 0.0% of portfolio
13,000
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 188
  • Current Value $318 Million
  • Prior Value $275 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 26 stocks
  • Additional Purchases 74 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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