Evernest Financial Advisors, LLC
All 13F Filings
- Location
- Carmel, IN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 481,407
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/4/2026 | 180 | 481,407 | 13F-HR | Evernest Financial Advisors, LLC |
| Q4 2025 | 2/13/2026 | 185 | 477,106 | 13F-HR | Evernest Financial Advisors, LLC |
| Q3 2025 | 11/12/2025 | 188 | 356,895 | 13F-HR | Evernest Financial Advisors, LLC |
| Q2 2025 | 7/28/2025 | 171 | 309,037 | 13F-HR | Evernest Financial Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 263.4 K | 54.7% | 0 | 98.66 K | -98.66 K |
| ETFs | 214.4 K | 44.6% | 102.7 K | 0 | 102.7 K |
| Debt | 3.322 K | 0.7% | 252 | 0 | 252 |
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Fund Snapshot
Q1 2026
Latest filed
5/4/2026
Total value ($000)
481,407
Holdings
180
QoQ value change ($000)
4,301
(0.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.