Evernest Financial Advisors, LLC ETF holdings
Carmel, IN
Reported $309.8M in 79 ETFs in its Form 13F for June 30, 2026.
ETF value
$309.8M
ETFs held
79
Change from prior quarter
+4.0%
With price moves
ETFs as a share of its 13F
64.8%
of $478.1M
Top 10 of 79 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPSM | State Street SPDR Portfolio S&P 600 Small Cap ETF | $34.6M | 599,855 | +37,788 shares |
| RSP | Invesco S&P 500 Equal Weight ETF | $26.5M | 124,588 | +10,535 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $24.4M | 316,310 | +3,734 shares |
| GLDM | SPDR Gold MiniShares | $21.8M | 274,270 | −5,454 shares |
| FENI | Fidelity Enhanced International ETF | $18.4M | 459,536 | +30,302 shares |
| TACK | Fairlead Tactical Sector Fund | $17.5M | 554,812 | +13,308 shares |
| IVV | iShares Core S&P 500 ETF | $14.7M | 19,663 | −1,545 shares |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $14.4M | 211,650 | +18,394 shares |
| DXJ | WisdomTree Japan Hedged Equity Fund | $11.4M | 65,507 | +2,241 shares |
| IEFA | iShares Core MSCI EAFE ETF | $10.8M | 112,146 | −95 shares |
69 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002009530. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Evernest Financial Advisors, LLC own?
Evernest Financial Advisors, LLC reported 79 ETF positions worth $309.8M in its Form 13F for June 30, 2026. The largest was SPSM, at $34.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.