Evernest Financial Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Carmel, IN
Holdings as of
3/31/2026
Date filed
5/4/2026
Form type
13F-HR
Num holdings
180
Total value ($000)
$481,407
Net value change ($000)
+4,301 (0.9%)
New positions
7
Sold out positions
12
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SPSM 9,277 45.1%
DYNF 7,005 130.7%
TACK 6,038 57.1%
RSP 3,814 19.9%
IJH 3,045 15.4%
FENI 2,631 18.7%
JIVE 1,240 NEW
XPEL 942 NEW
EWJ 681 25.3%
AVGO 571 26.5%
Top Reduces (Value $000, Stocks/ETFs)
GLDM -6,217 -19.4%
USFR -5,108 -91.9%
FFSM -4,063 -29.7%
CGCV -3,872 -48.9%
CGIE -3,459 -22.3%
DGRW -1,970 -35.4%
IJR -1,874 -22.1%
BRK-B -1,629 -5.1%
KINS -944 -36.2%
AAPL -920 -2.5%
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