Evernest Financial Advisors
Evernest Financial Advisors reported 191 stocks worth $478M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are SPSM (7.2%), BRK.B (6.7%) and RSP (5.5%). Compared with Q1 2026, the fund opened new positions in TATT, added to SPSM, RSP and IJH, trimmed GLDM, MSFT and AAPL and sold out of XPEL, CURI and CPSH.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPSM State Street | $34.6M | 7.2% | 600K | +38K (+7%) | 5 of 8 | |
| 2 |  BRK.B Berkshire Hathaway Inc Del | $32.2M | 6.7% | 64K | No change | 8 of 8 | |
| 3 |  RSP Invesco Exchange Traded FD T | $26.5M | 5.5% | 125K | +11K (+9%) | 8 of 8 | |
| 4 |  IJH Ishares TR | $24.4M | 5.1% | 316K | +3,734 (+1%) | 8 of 8 | |
| 5 |  GLDM World Gold TR | $21.8M | 4.6% | 274K | −5,454 (−2%) | 8 of 8 | |
| 6 |  MSFT Microsoft Corp | $18.6M | 3.9% | 50K | −445 (−1%) | 8 of 8 | |
| 7 |  FENI Fidelity Covington Trust | $18.4M | 3.9% | 460K | +30K (+7%) | 7 of 8 | |
| 8 |  TACK Capitol Ser TR | $17.5M | 3.7% | 555K | +13K (+2%) | 4 of 8 | |
| 9 |  AAPL Apple Inc | $15.4M | 3.2% | 53K | −82K (−61%) | 8 of 8 | |
| 10 |  IVV Ishares TR | $14.7M | 3.1% | 20K | −1,545 (−7%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XPEL Xpel Inc | $942K | 20K |
HONEYWELL INTL INC | $762K | 3,596 |
 CURI Curiositystream Inc | $440K | 135K |
 CPSH Cps Technologies Corp | $355K | 68K |
 PRPO Precipio Inc | $292K | 9,500 |
🔒 Free account: see all 13.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 6, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Evernest Financial Advisors 13F FAQ
What does Evernest Financial Advisors own?
Evernest Financial Advisors reported 191 stocks worth $478M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are SPSM (7.2%), BRK.B (6.7%) and RSP (5.5%). The table above lists every position in the filing (the top 10 without an account).
What did Evernest Financial Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 24 new positions, 54 added to, 68 trimmed and 13 sold out. New positions include TATT. It sold all of XPEL, CURI and CPSH.
When will Evernest Financial Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Evernest Financial Advisors's portfolio worth?
The Q2 2026 filing reports $478M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.