1y return+20.3%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $152 against $157 in the S&P 500.2
Evernest Financial Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPSMSpdr Series Trust | $34.6M | 7.2% | +6.7% |
| BRK/BBerkshire Hathaway Inc Del | $32.2M | 6.7% | |
| RSPInvesco Exchange Traded Fd T | $26.5M | 5.5% | +9.2% |
| IJHIshares Tr | $24.4M | 5.1% | +1.2% |
| GLDMWorld Gold Tr | $21.8M | 4.6% | −1.9% |
| MSFTMicrosoft Corp | $18.6M | 3.9% | |
| FENIFidelity Covington Trust | $18.4M | 3.9% | +7.1% |
| TACKCapitol Ser Tr | $17.5M | 3.7% | +2.5% |
| AAPLApple Inc | $15.4M | 3.2% | −60.6% |
| IVVIshares Tr | $14.7M | 3.1% | −7.3% |
| DYNFBlackrock Etf Trust | $14.4M | 3.0% | +9.5% |
| DXJWisdomtree Tr | $11.4M | 2.4% | +3.5% |
| IEFAIshares Tr | $10.8M | 2.3% | |
| VOOVanguard Index Fds | $10.8M | 2.3% | |
| CGIECapital Group International | $9.9M | 2.1% | −20.9% |
| FFSMFidelity Covington Trust | $9.4M | 2.0% | −9.2% |
| DOLWisdomtree Tr | $6.8M | 1.4% | |
| IJRIshares Tr | $6.6M | 1.4% | −7.4% |
| SPYState Str Spdr S&p 500 Etf T | $6.4M | 1.3% | |
| LLYEli Lilly & Co | $5.6M | 1.2% | +3.8% |
| GOOGLAlphabet Inc | $5.4M | 1.1% | −2.4% |
| DFAXDimensional Etf Trust | $4.0M | 0.8% | |
| GSGoldman Sachs Group Inc | $3.8M | 0.8% | |
| EWJIshares Inc | $3.8M | 0.8% | +5.4% |
| CATCaterpillar Inc | $3.8M | 0.8% | −4.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2023 | +304.0% | $2.5M |
| CATCaterpillar Inc | December 31, 2023 | +260.2% | $3.8M |
| AVGOBroadcom Inc | March 31, 2024 | +185.0% | $2.0M |
| GSGoldman Sachs Group Inc | December 31, 2023 | +162.2% | $3.8M |
| GOOGLAlphabet Inc | December 31, 2023 | +155.8% | $5.4M |
| GOOGAlphabet Inc | December 31, 2023 | +150.7% | $3.3M |
| CSCOCisco Sys Inc | December 31, 2023 | +132.5% | $2.1M |
| WMTWalmart Inc | December 31, 2023 | +115.5% | $3.3M |
| LLYEli Lilly & Co | December 31, 2023 | +105.8% | $5.6M |
| DXJWisdomtree Tr | December 31, 2023 | +97.2% | $11.4M |
Sold off last quarter
- XPELXpel Inc was $942K
- Honeywell Intl IncCUSIP 438516106 was $762K
- CURICuriositystream Inc was $440K
- CPSHCps Technologies Corp was $355K
- PRPOPrecipio Inc was $292K
- WEELTidal Trust II was $290K
- HGBLHeritage Global Inc was $274K
- IAUIshares Gold Tr was $223K
- XLRESelect Sector Spdr Tr was $219K
- CBRECbre Group Inc was $205K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.6% | +14.8% |
| March 31, 2026 | −1.7% | −4.6% |
| December 31, 2025 | +3.8% | +2.4% |
| September 30, 2025 | +7.5% | +7.8% |
| June 30, 2025 | +6.7% | +10.5% |
| March 31, 2025 | −0.7% | −4.6% |
| December 31, 2024 | −0.2% | +2.1% |
| September 30, 2024 | +5.8% | +5.4% |
| June 30, 2024 | +2.9% | +4.0% |
| March 31, 2024 | +10.0% | +10.0% |
| March 31, 2022 | −2.7% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Evernest Financial Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2009530&type=13F-HR&dateb=&owner=include&count=40CIK 2009530
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2009530/000200953026000006/Filed August 6, 2026 · accession 0002009530-26-000006