Evernest Financial Advisors, LLC - Portfolio overview

Evernest Financial Advisors, LLC has 217 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 7.35%
2. BRKB - BERKSHIRE HATHAWAY INC DEL, 6.19%
3. SPSM - SPDR SERIES TRUST, 6.06%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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