Evernest Financial Advisors, LLC

CIK 0002009530 · Q2 2026

13F Equity AUM

$478.1M

-0.7% QoQ

Positions

191

+11 QoQ

AUM Rank

#3,798

Top 43%

Skill Alpha (FF)

-0.9%/yr^ns

No Clear Edge

Rank #4,121 · Top 50%

vs S&P -1.3%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 29.2%Top 10: 46.9%Top 20: 66.2%

SPSM7.2%

BRK/B6.7%

RSP5.5%

IJH5.1%

GLDM4.6%

MSFT3.9%

FENI3.9%

TACK3.7%

AAPL3.2%

IVV3.1%

Others (181)53.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services75.0%

Technology10.9%

Healthcare4.0%

Industrials2.6%

Communication Services2.3%

Consumer Cyclical2.1%

Other3.2%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 191Median: 0.15%Avg: 0.52%

0–0.5%

157(23.6%)

0.5–1%

13(9.1%)

1–3%

10(17.4%)

3–5%

7(25.3%)

5%+

4(24.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 0Unique: 191vs 20 funds

0%Low

191

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Loading overlap analysis...

Position Changes This Quarter

New24Increased61Decreased72Exited12

New Positions

TATT0.3%

+24K

SMTI0.1%

+26K

TSSI0.1%

+35K

HONEYWELL INTL INC0.1%

+2K

HONEYWELL AEROSPACE …0.1%

+2K

SPACE EXPLORATION TE…0.1%

+2K

MU0.1%

+311

SIF0.1%

+11K

MAGX0.1%

+6K

PANW0.1%

+820

Increased

RPID0.2%

+73K(+17%)

LNSR0.1%

+52K(+79%)

WWR0.0%

+40K(+33%)

SPSM7.2%

+38K(+7%)

FENI3.9%

+30K(+7%)

DYNF3.0%

+18K(+10%)

BODI0.1%

+18K(+63%)

BOSC0.2%

+18K(+10%)

TACK3.7%

+13K(+2%)

RSP5.5%

+11K(+9%)

Decreased

AAPL3.2%

-81,868(-61%)

CGIE2.1%

-71,188(-21%)

CGCV0.7%

-33,010(-25%)

FFSM2.0%

-25,157(-9%)

KINS0.3%

-7,881(-8%)

RDVT0.5%

-5,775(-14%)

GLDM4.6%

-5,454(-2%)

EPD0.1%

-4,631(-23%)

IWR0.3%

-3,933(-25%)

IJR1.4%

-3,577(-7%)

Exited

-20,250

-3,596

-135,234

-68,300

-14,300

-194,000

-9,500

-5,036

-1,405

-52,600

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...