Evernest Financial Advisors, LLC: 13F holdings
CIK 20095302026Q2
| Positions | 191 |
|---|
| Reported value | $478.1m |
|---|
| Filed | 2026-08-06 |
|---|
Change since last quarter
| Positions | 191 (+11 vs prior quarter) |
|---|
| Reported value | $478.1m (-0.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPSM SPDR SERIES TRUST | 599,855 | $34.6m | 7.2% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 64,421 | $32.2m | 6.7% |
| RSP INVESCO EXCHANGE TRADED FD T | 124,588 | $26.5m | 5.5% |
| IJH ISHARES TR | 316,310 | $24.4m | 5.1% |
| GLDM WORLD GOLD TR | 274,270 | $21.8m | 4.6% |
| MSFT MICROSOFT CORP | 49,949 | $18.6m | 3.9% |
| FENI FIDELITY COVINGTON TRUST | 459,536 | $18.4m | 3.9% |
| TACK CAPITOL SER TR | 554,812 | $17.5m | 3.7% |
| AAPL APPLE INC | 53,254 | $15.4m | 3.2% |
| IVV ISHARES TR | 19,663 | $14.7m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2009530")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples