SEC Form 13F

Evernest Financial Advisors, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-07
Reported value$478,144,203
Positions191

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SPDR SERIES TRUSTSPSMST STR SP600 SML$34,593,644599,855
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$32,235,62464,421
INVESCO EXCHANGE TRADED FD TRSPS&P500 EQL WGT$26,508,641124,588
ISHARES TRIJHCORE S&P MCP ETF$24,390,642316,310
WORLD GOLD TRGLDMSPDR GLD MINIS$21,782,528274,270
MICROSOFT CORPMSFTCOM$18,631,99749,949
FIDELITY COVINGTON TRUSTFENIENHANCED INTL$18,441,184459,536
CAPITOL SER TRTACKFAIR TA SECT ETF$17,548,213554,812
APPLE INCAAPLCOM$15,409,53753,254
ISHARES TRIVVCORE S&P500 ETF$14,725,10319,663

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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