WPA
EFOR

Wealth Preservation Advisors’s Everforth Inc EFOR Stock Holding History

Wealth Preservation Advisors’s Portfolio EFOR Stock Details EFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.79K Buy
+98
New +$4.37K ﹤0.01% 525

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Wealth Preservation Advisors's EFOR Position: Q1 2026 in Review

Wealth Preservation Advisors opened a new position in Everforth Inc (EFOR) in Q1 2026: 98 shares worth $3.79K. The stake represents ﹤0.01% of the portfolio and ranks #525 among its holdings.

249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Wealth Preservation Advisors held 98 shares of Everforth Inc worth $3.79K as of Q1 2026.
  • Everforth Inc was a new Wealth Preservation Advisors position in Q1 2026.
  • Everforth Inc made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #525 holding.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.