Evernest Financial Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Carmel, IN
Holdings as of
6/30/2026
Date filed
8/5/2026
Form type
13F-HR
Num holdings
191
Total value ($000)
$478,144
Net value change ($000)
-3,263 (-0.7%)
New positions
24
Sold out positions
12
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 4,748 15.9%
RSP 3,494 15.2%
DYNF 2,030 16.4%
BRK-B 1,758 5.8%
FENI 1,744 10.4%
LLY 1,682 43.3%
IJH 1,623 7.1%
DXJ 1,194 11.7%
TATT 1,175 NEW
TACK 929 5.6%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -20,750 -57.4%
GLDM -4,128 -15.9%
MSFT -2,777 -13.0%
CGIE -2,124 -17.6%
XPEL -942 -100.0%
CGCV -860 -21.3%
HON -762 -100.0%
AVGO -687 -25.2%
IVV -513 -3.4%
WMT -454 -12.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type