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Niki Woodworth

Evernest Financial Advisors, Llc

Assets Managed
$481.407M
Holdings
180
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
0.91%(2Q avg: 17.3%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Evernest Financial Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 180 positions.

Assets under management

The assets under management (AUM) of Evernest Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 481.407M in assets, with a quarterly growth rate of 0.91% and a 2-quarter average growth rate of 17.3%. The portfolio is managed by Niki Woodworth, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 0.08%
7.52%
$36.16M
135,122 shares@ $267.62 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
6.34%
$30.478M
64,461 shares@ $472.81 avg price
SPSM
Spdr Portfolio S&p 600 Small
Recent Activity
Increased 40.6%
6.2%
$29.846M
562,067 shares@ $53.11 avg price
GLDM
Spdr Gold Minishares Trust
Recent Activity
Decreased -12.43%
5.39%
$25.911M
279,724 shares@ $92.64 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 20.22%
4.79%
$23.015M
114,053 shares@ $201.8 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 13.78%
4.73%
$22.768M
312,576 shares@ $72.85 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -1.81%
4.45%
$21.409M
50,394 shares@ $424.83 avg price
FENI
Fidelity Enhanced Int Etf
Recent Activity
Increased 22.56%
3.47%
$16.697M
429,234 shares@ $38.91 avg price
TACK
Fairlead Tactical Sector Etf
Recent Activity
Increased 59.17%
3.46%
$16.619M
541,504 shares@ $30.7 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -3.3%
3.17%
$15.238M
21,208 shares@ $718.51 avg price

1-10 of 180