Evernest Financial Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Carmel, IN
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
185
Total value ($000)
$477,106
Net value change ($000)
+120,211 (33.7%)
New positions
25
Sold out positions
29
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BRK-B 29,639 1200.9%
AAPL 27,382 282.3%
MSFT 14,581 219.4%
SPSM 13,050 173.6%
GLDM 4,704 17.2%
DYNF 4,692 703.4%
FENI 4,566 48.1%
CGIE 3,776 32.2%
RSP 3,478 22.1%
IJH 2,257 12.9%
Top Reduces (Value $000, Stocks/ETFs)
IVV -2,769 -15.3%
USFR -709 -11.3%
SNWV -660 -100.0%
DUOT -657 -100.0%
IWR -645 -28.4%
UNH -510 -45.6%
IWM -505 -21.5%
KINS -502 -16.1%
META -468 -23.8%
AVGO -451 -17.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type