Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Evernest Financial Advisors, LLC (CIK 2009530) reported $481.4M across 180 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($36.2M, 7.51%), BRK/B ($30.5M, 6.33%), SPSM ($29.8M, 6.20%), GLDM ($25.9M, 5.38%), RSP ($23.0M, 4.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $36.2M | 7.51% | 135,122 | Added |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $30.5M | 6.33% | 64,461 | Hold |
| 3 | SPSM | SPDR SERIES TRUST | $29.8M | 6.20% | 562,067 | Added |
| 4 | GLDM | WORLD GOLD TR | $25.9M | 5.38% | 279,724 | Trimmed |
| 5 | RSP | INVESCO EXCHANGE TRADED FD T | $23.0M | 4.78% | 114,053 | Added |
| 6 | IJH | ISHARES TR | $22.8M | 4.73% | 312,576 | Added |
| 7 | MSFT | MICROSOFT CORP | $21.4M | 4.45% | 50,394 | Trimmed |
| 8 | FENI | FIDELITY COVINGTON TRUST | $16.7M | 3.47% | 429,234 | Added |
| 9 | TACK | CAPITOL SER TR | $16.6M | 3.45% | 541,504 | Added |
| 10 | IVV | ISHARES TR | $15.2M | 3.17% | 21,208 | Trimmed |
| 11 | DYNF | BLACKROCK ETF TRUST | $12.4M | 2.57% | 193,256 | Added |
| 12 | CGIE | CAPITAL GROUP INTERNATIONAL | $12.0M | 2.50% | 340,992 | Trimmed |
| 13 | IEFA | ISHARES TR | $10.6M | 2.21% | 112,241 | Trimmed |
| 14 | VOO | VANGUARD INDEX FDS | $10.3M | 2.15% | 15,729 | Trimmed |
| 15 | DXJ | WISDOMTREE TR | $10.2M | 2.11% | 63,266 | Added |
| 16 | FFSM | FIDELITY COVINGTON TRUST | $9.6M | 1.99% | 272,082 | Trimmed |
| 17 | DOL | WISDOMTREE TR | $6.6M | 1.38% | 92,400 | Trimmed |
| 18 | IJR | ISHARES TR | $6.6M | 1.37% | 48,256 | Trimmed |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $6.2M | 1.28% | 8,619 | Hold |
| 20 | GOOGL | ALPHABET INC | $5.4M | 1.13% | 15,494 | Added |
| 21 | CGCV | CAPITAL GROUP CONSERVATIVE E | $4.0M | 0.84% | 129,884 | Trimmed |
| 22 | DFAX | DIMENSIONAL ETF TRUST | $4.0M | 0.82% | 109,109 | Trimmed |
| 23 | LLY | ELI LILLY & CO | $3.9M | 0.81% | 4,472 | Added |
| 24 | WMT | WALMART INC | $3.8M | 0.78% | 29,549 | Added |
| 25 | DGRW | WISDOMTREE TR | $3.6M | 0.75% | 38,219 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31