13F Filings History of Evernest Financial Advisors, LLC

Latest 13F report
Q3 2025 - 12 Nov 2025
Value $
$356,894,893
Signature - Title
Kevin Stillman - Portfolio Manager
Location
Carmel, IN
Summary
This page shows a list of all the recent 13F filings made by Evernest Financial Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Evernest Financial Advisors, LLC reported 188 stock holdings with total value $356,894,893 as of Q3 2025. Top holdings included GLDM, IVV, IJH, RSP, and FFSM.

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Holdings Value
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