Evernest Financial Advisors, LLC
All 13F Filings
- Location
- Carmel, IN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 477,106
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/13/2026 | 185 | 477,106 | 13F-HR | Evernest Financial Advisors, LLC |
| Q3 2025 | 11/12/2025 | 188 | 356,895 | 13F-HR | Evernest Financial Advisors, LLC |
| Q2 2025 | 7/28/2025 | 171 | 309,037 | 13F-HR | Evernest Financial Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 362 K | 75.9% | 107.3 K | 0 | 107.3 K |
| ETFs | 111.7 K | 23.4% | 12.34 K | 0 | 12.34 K |
| Debt | 3.07 K | 0.6% | 554 | 0 | 554 |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
477,106
Holdings
185
QoQ value change ($000)
120,211
(33.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.