Evernest Financial Advisors, LLC
Annual return '25
+20.0%
SPY '25
+17.7%
Alpha
+2.3ptsvs SPY
Invested
$962.8M
Holdings
179
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: New position (21.2k shares)
7.5%
02
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q1 2026: New position (7.3k shares)
6.4%
03
$SPSM
SPDR SERIES TRUST
Held since at least Q1 2024
6.2%
04
$GLDM
WORLD GOLD TR
Held since at least Q1 2024
5.4%
05
$RSP
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
4.8%
06
$IJH
ISHARES TR
Held since at least Q1 2024
4.7%
07
$MSFT
MICROSOFT CORP
Q1 2026: New position (23.3k shares)
4.5%
08
$FENI
FIDELITY COVINGTON TRUST
Held since at least Q1 2024
3.5%
09
$TACK
CAPITOL SER TR
Held since at least Q1 2024
3.5%
10
$IVV
ISHARES TR
Held since at least Q1 2024
3.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:31 UTC.