Evernest Financial Advisors, LLC
•CIK: 2009530•Filing: Q4 2025
**Evernest Financial Advisors, LLC** manages $477M across a diversified portfolio of 185 positions. The strategy exhibits significant allocations to technology and defensive assets, highlighted by top holdings including AAPL at $37.1M and BRK/B at $32.1M. Further concentration is visible in precious metals via GLDM ($32.1M) and core market exposure through MSFT ($21.2M) and IVV ($15.3M). This structure suggests a balanced approach combining growth potential with tangible asset hedges.
Total AUM
$477.1M
QoQ Performance
+33.7%
Positions
137
Top 10 Concentration
47.6%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
GLDM
BRK/B
AAPL7.8%
GLDM6.7%
BRK/B6.7%
MSFT4.4%
SPSM4.3%
IJH4.1%
RSP4.0%
CGIE3.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other59.9%
Technology16.5%
Financial9.2%
ETF6.6%
Healthcare2.7%
Consumer2.6%
Industrial1.4%
Consumer Staples0.5%
🚪 Exited Positionssold since Q3 2025
—
IREN LIMITED
SOLD
$412.7K
+24 more exited positions
Changes from Q3 2025
NEW26 new positions
↑47 increased
↓98 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023