Notify me when Evernest Financial Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 188 | $356,894,893 | +$34,251,826 | -$9,004,949 | +$25,246,877 | GLDM, IVV, IJH, RSP, FFSM | 13F-HR | 12 Nov 2025, 14:52 |
| Q2 2025 | 171 | $309,036,587 | +$37,899,364 | -$26,741,160 | +$11,158,204 | GLDM, IVV, IJH, RSP, FFSM | 13F-HR | 28 Jul 2025, 17:18 |
| Q1 2025 | 148 | $278,622,540 | +$20,187,775 | -$124,240,511 | -$104,052,736 | GLDM, IVV, IJH, RSP, DXJ | 13F-HR | 09 May 2025, 17:49 |
| Q4 2024 | 163 | $385,504,851 | +$35,438,340 | -$19,697,599 | +$15,740,741 | AAPL, BRKB, MSFT, GLDM, IVV | 13F-HR | 23 Jan 2025, 15:20 |
| Q3 2024 | 162 | $370,971,650 | +$143,229,063 | -$8,296,996 | +$134,932,067 | AAPL, BRKB, MSFT, IVV, GLDM | 13F-HR | 21 Oct 2024, 16:38 |
| Q2 2024 | 128 | $223,182,036 | +$12,852,204 | -$2,730,858 | +$10,121,346 | IVV, IJH, IEFA, GLDM, RSP | 13F-HR | 07 Aug 2024, 15:43 |
| Q1 2024 | 125 | $211,289,968 | +$31,962,984 | -$15,995,500 | +$15,967,484 | IVV, IJH, GLDM, IEFA, RSP | 13F-HR | 10 May 2024, 10:25 |
| Q4 2023 | 122 | $197,113,642 | $0 | $0 | $0 | IJH, IEFA, GLDM, RSP, IVV | 13F-HR | 10 May 2024, 11:13 |
| Q4 2021 | 116 | $134,555,556 | $0 | $0 | $0 | IJH, IEFA, GLDM, RSP, IVV | 13F-HR | 13 Feb 2024, 17:01 |