Evernest Financial Advisors
Latest statistics and disclosures from Evernest Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, GLDM, BRK.B, MSFT, SPSM, and represent 30.00% of Evernest Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: BRK.B (+$30M), AAPL (+$27M), MSFT (+$16M), SPSM (+$12M), DYNF, FENI, CGIE, RSP, TACK, BOSC.
- Started 26 new stock positions in VELO, CAH, BNDX, SWAG, IVW, IUSG, BBJP, XLV, AMPG, COF.
- Reduced shares in these 10 stocks: GLDM, IVV, IWR, KINS, IWM, USFR, SNWV, DUOT, AVGO, GOOGL.
- Sold out of its positions in T, ABX, ADBE, OKLO, BX, BOF, COP, DUOT, FLD, F.
- Evernest Financial Advisors was a net buyer of stock by $85M.
- Evernest Financial Advisors has $477M in assets under management (AUM), dropping by 33.68%.
- Central Index Key (CIK): 0002009530
Tip: Access up to 7 years of quarterly data
Positions held by Evernest Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Evernest Financial Advisors
Evernest Financial Advisors holds 185 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.8 | $37M | +254% | 135k | 274.62 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 6.7 | $32M | -10% | 319k | 100.58 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 6.7 | $32M | +1213% | 65k | 498.08 |
|
| Microsoft Corporation (MSFT) | 4.4 | $21M | +299% | 51k | 413.60 |
|
| Spdr Series Trust State Street Spd (SPSM) | 4.3 | $21M | +146% | 400k | 51.45 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 4.1 | $20M | +2% | 275k | 71.79 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 4.0 | $19M | +14% | 95k | 202.38 |
|
| Capital Group International SHS (CGIE) | 3.3 | $16M | +21% | 423k | 36.65 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.2 | $15M | -18% | 22k | 697.08 |
|
| Fidelity Covington Trust Enhanced Intl (FENI) | 2.9 | $14M | +30% | 350k | 40.16 |
|
| Fidelity Covington Trust Fundamental Smal (FFSM) | 2.9 | $14M | 402k | 33.98 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 2.3 | $11M | 113k | 97.02 |
|
|
| Capitol Ser Tr Fairlead Tactica (TACK) | 2.2 | $11M | +15% | 340k | 31.10 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.1 | $10M | -2% | 16k | 638.22 |
|
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 2.1 | $9.9M | 60k | 165.06 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.8 | $8.5M | -2% | 64k | 131.99 |
|
| Capital Group Conservative E SHS (CGCV) | 1.7 | $7.9M | +2% | 250k | 31.66 |
|
| Wisdomtree Tr True Developed I (DOL) | 1.4 | $6.7M | 93k | 72.33 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.3 | $6.0M | +13% | 8.6k | 693.92 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 1.2 | $5.6M | -5% | 59k | 93.50 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 1.2 | $5.6M | -11% | 110k | 50.39 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 1.1 | $5.4M | +667% | 87k | 61.95 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $5.0M | -8% | 15k | 324.33 |
|
| Eli Lilly & Co. (LLY) | 0.9 | $4.4M | -8% | 4.3k | 1044.65 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.8 | $4.0M | -3% | 112k | 36.04 |
|
| Wal-Mart Stores (WMT) | 0.8 | $3.8M | -3% | 29k | 129.02 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN) | 0.7 | $3.5M | -2% | 55k | 63.04 |
|
| Goldman Sachs (GS) | 0.7 | $3.5M | +16% | 3.7k | 943.52 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $3.2M | -6% | 9.7k | 324.40 |
|
| J P Morgan Exchange Traded F Active Bond Etf (JBND) | 0.6 | $3.1M | +21% | 57k | 54.17 |
|
| NVIDIA Corporation (NVDA) | 0.6 | $3.0M | -6% | 16k | 190.04 |
|
| Ishares Msci Japan Etf (EWJ) | 0.6 | $2.7M | +19% | 30k | 91.29 |
|
| Caterpillar (CAT) | 0.6 | $2.7M | -14% | 3.6k | 742.06 |
|
| Kingstone Companies (KINS) | 0.5 | $2.6M | -22% | 164k | 15.90 |
|
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.5 | $2.4M | +61% | 29k | 81.43 |
|
| Johnson & Johnson (JNJ) | 0.5 | $2.3M | +7% | 9.6k | 238.64 |
|
| Broadcom (AVGO) | 0.5 | $2.2M | -20% | 6.3k | 343.97 |
|
| McDonald's Corporation (MCD) | 0.5 | $2.1M | -3% | 6.6k | 325.58 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $1.8M | -28% | 6.9k | 266.89 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $1.8M | -11% | 5.6k | 322.08 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $1.8M | 2.9k | 614.30 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $1.7M | -12% | 3.2k | 535.25 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.3 | $1.6M | -32% | 16k | 102.11 |
|
| Bos Better Online Solutions Shs New Nis 80 (BOSC) | 0.3 | $1.6M | +604% | 324k | 4.91 |
|
| Raytheon Technologies Corp (RTX) | 0.3 | $1.6M | -4% | 8.0k | 196.19 |
|
| TJX Companies (TJX) | 0.3 | $1.6M | -17% | 10k | 156.24 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.3 | $1.5M | +15% | 14k | 107.24 |
|
| Meta Platforms Cl A (META) | 0.3 | $1.5M | -17% | 2.2k | 677.09 |
|
| Cisco Systems (CSCO) | 0.3 | $1.4M | -2% | 17k | 86.78 |
|
| Marriott Intl Cl A (MAR) | 0.3 | $1.4M | -8% | 4.2k | 331.24 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.3 | $1.4M | +79% | 32k | 43.48 |
|
| Stryker Corporation (SYK) | 0.3 | $1.4M | 3.9k | 356.07 |
|
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.3 | $1.4M | +109% | 25k | 53.64 |
|
| Amgen (AMGN) | 0.3 | $1.4M | +7% | 3.6k | 375.82 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $1.3M | 8.9k | 151.90 |
|
|
| Texas Instruments Incorporated (TXN) | 0.3 | $1.3M | -12% | 6.2k | 218.76 |
|
| Home Depot (HD) | 0.3 | $1.3M | -4% | 3.5k | 381.05 |
|
| Lockheed Martin Corporation (LMT) | 0.3 | $1.3M | -16% | 2.1k | 638.39 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $1.3M | 5.7k | 229.69 |
|
|
| Merck & Co (MRK) | 0.3 | $1.3M | -3% | 11k | 117.65 |
|
| Abbvie (ABBV) | 0.3 | $1.3M | -5% | 5.6k | 223.27 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $1.2M | 6.0k | 206.03 |
|
|
| Amazon (AMZN) | 0.3 | $1.2M | -16% | 5.8k | 208.72 |
|
| Red Violet (RDVT) | 0.2 | $1.2M | +119% | 28k | 41.32 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $1.2M | -7% | 1.2k | 997.80 |
|
| Spdr Series Trust State Street Spd (SPMD) | 0.2 | $1.2M | 18k | 63.02 |
|
|
| Bank of America Corporation (BAC) | 0.2 | $1.1M | 20k | 56.41 |
|
|
| Coca-Cola Company (KO) | 0.2 | $1.1M | -2% | 15k | 77.97 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $1.1M | 3.7k | 302.05 |
|
|
| Ishares U S Etf Tr Short Maturity M (MEAR) | 0.2 | $1.1M | +16% | 22k | 50.50 |
|
| Ball Corporation (BALL) | 0.2 | $1.1M | -3% | 16k | 66.65 |
|
| Qualcomm (QCOM) | 0.2 | $1.0M | 7.5k | 138.93 |
|
|
| Morgan Stanley Com New (MS) | 0.2 | $1.0M | 5.7k | 182.35 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.0M | +87% | 3.0k | 342.64 |
|
| Valero Energy Corporation (VLO) | 0.2 | $1.0M | 5.0k | 201.38 |
|
|
| Visa Com Cl A (V) | 0.2 | $975k | -16% | 3.0k | 325.57 |
|
| Altria (MO) | 0.2 | $973k | 15k | 64.40 |
|
|
| Danaher Corporation (DHR) | 0.2 | $969k | -8% | 4.5k | 216.67 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.2 | $961k | 12k | 79.78 |
|
|
| Analog Devices (ADI) | 0.2 | $932k | -10% | 2.9k | 322.96 |
|
| Travelers Companies (TRV) | 0.2 | $900k | 3.1k | 292.82 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $872k | -9% | 3.1k | 278.47 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $872k | 12k | 73.88 |
|
|
| Lowe's Companies (LOW) | 0.2 | $871k | -5% | 3.1k | 276.85 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $869k | -26% | 13k | 68.37 |
|
| Honeywell International (HON) | 0.2 | $861k | -6% | 3.6k | 239.86 |
|
| Curiositystream Com Cl A (CURI) | 0.2 | $840k | +6% | 255k | 3.29 |
|
| Chevron Corporation (CVX) | 0.2 | $838k | -7% | 4.6k | 182.62 |
|
| McKesson Corporation (MCK) | 0.2 | $827k | -6% | 859.00 | 962.32 |
|
| Spdr Series Trust State Street Spd (SPYM) | 0.2 | $817k | 10k | 81.65 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $785k | -23% | 16k | 50.67 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $780k | -19% | 3.3k | 236.75 |
|
| Republic Services (RSG) | 0.2 | $751k | -8% | 3.4k | 224.11 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $744k | -23% | 4.9k | 151.20 |
|
| International Business Machines (IBM) | 0.2 | $738k | -3% | 2.5k | 296.35 |
|
| Cps Technologies (CPSH) | 0.2 | $726k | NEW | 145k | 4.99 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $720k | NEW | 7.2k | 100.16 |
|
| Enterprise Products Partners (EPD) | 0.1 | $703k | 20k | 35.16 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $688k | 22k | 30.98 |
|
|
| Wells Fargo & Company (WFC) | 0.1 | $685k | +33% | 7.2k | 94.61 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $683k | 21k | 32.76 |
|
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.1 | $665k | +4% | 3.8k | 173.69 |
|
| Procter & Gamble Company (PG) | 0.1 | $664k | -40% | 4.2k | 157.33 |
|
| Genasys (GNSS) | 0.1 | $642k | 313k | 2.05 |
|
|
| Select Sector Spdr Tr State Street Mat (XLB) | 0.1 | $627k | +75% | 12k | 52.18 |
|
| Shell Spon Ads (SHEL) | 0.1 | $623k | 8.0k | 77.80 |
|
|
| Parker-Hannifin Corporation (PH) | 0.1 | $611k | +6% | 624.00 | 978.87 |
|
| UnitedHealth (UNH) | 0.1 | $609k | -31% | 2.2k | 275.72 |
|
| Old Dominion Freight Line (ODFL) | 0.1 | $589k | 3.0k | 196.11 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $571k | 871.00 | 655.75 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $554k | -21% | 20k | 27.38 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $517k | +9% | 9.0k | 57.75 |
|
| Blackrock (BLK) | 0.1 | $506k | -13% | 468.00 | 1080.18 |
|
| Abbott Laboratories (ABT) | 0.1 | $501k | -24% | 4.5k | 111.07 |
|
| Automatic Data Processing (ADP) | 0.1 | $499k | -30% | 2.2k | 226.59 |
|
| Cardinal Health (CAH) | 0.1 | $494k | NEW | 2.2k | 225.76 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $489k | -11% | 700.00 | 698.02 |
|
| Illinois Tool Works (ITW) | 0.1 | $488k | -7% | 1.7k | 290.52 |
|
| Constellation Energy (CEG) | 0.1 | $481k | -2% | 1.8k | 272.22 |
|
| Rapid Micro Biosystems Class A Com (RPID) | 0.1 | $469k | -37% | 125k | 3.75 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $461k | +109% | 999.00 | 460.98 |
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $459k | 2.1k | 214.12 |
|
|
| Chubb (CB) | 0.1 | $444k | -11% | 1.4k | 326.10 |
|
| Spdr Series Trust State Street Spd (XME) | 0.1 | $428k | 3.4k | 125.47 |
|
|
| Netsol Technologies Com Par $.001 (NTWK) | 0.1 | $419k | NEW | 131k | 3.21 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $416k | +89% | 2.9k | 143.35 |
|
| Walt Disney Company (DIS) | 0.1 | $394k | -16% | 3.7k | 107.13 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $391k | 3.8k | 103.98 |
|
|
| T Rowe Price Etf Price Div Grwt (TDVG) | 0.1 | $388k | -2% | 8.3k | 46.82 |
|
| Aon Shs Cl A (AON) | 0.1 | $385k | -32% | 1.2k | 310.34 |
|
| Starbucks Corporation (SBUX) | 0.1 | $380k | -15% | 3.8k | 98.99 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $370k | NEW | 4.0k | 92.14 |
|
| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.1 | $357k | NEW | 6.2k | 57.42 |
|
| CRH Ord (CRH) | 0.1 | $354k | -2% | 2.8k | 126.84 |
|
| Capital One Financial (COF) | 0.1 | $333k | NEW | 1.5k | 222.72 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $332k | NEW | 1.5k | 224.62 |
|
| J P Morgan Exchange Traded F Betabuilders Eur (BBEU) | 0.1 | $331k | NEW | 4.2k | 78.27 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $330k | -47% | 5.5k | 60.51 |
|
| Marsh & McLennan Companies | 0.1 | $324k | -19% | 1.9k | 171.18 |
|
| Mamamancini's Holdings (MAMA) | 0.1 | $321k | -19% | 20k | 15.84 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $318k | -33% | 895.00 | 355.24 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $317k | 670.00 | 473.67 |
|
|
| Intercontinental Exchange (ICE) | 0.1 | $300k | 1.8k | 169.48 |
|
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $287k | 1.9k | 147.41 |
|
|
| Cbre Group Cl A (CBRE) | 0.1 | $286k | -27% | 1.7k | 170.98 |
|
| Tidal Trust Ii Peerless Option (WEEL) | 0.1 | $280k | NEW | 14k | 20.21 |
|
| Verizon Communications (VZ) | 0.1 | $277k | -30% | 5.9k | 47.02 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $270k | 979.00 | 275.82 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $268k | NEW | 2.2k | 122.55 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $268k | NEW | 1.6k | 167.73 |
|
| Cummins (CMI) | 0.1 | $266k | NEW | 442.00 | 601.96 |
|
| Nike CL B (NKE) | 0.1 | $266k | -20% | 4.3k | 62.41 |
|
| J P Morgan Exchange Traded F Betabuilders Cda (BBCA) | 0.1 | $264k | NEW | 2.7k | 96.83 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $262k | 3.5k | 74.49 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $252k | -14% | 2.6k | 95.63 |
|
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.1 | $252k | -2% | 2.1k | 121.64 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $244k | NEW | 1.1k | 229.25 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $241k | -13% | 2.2k | 107.87 |
|
| Linde SHS (LIN) | 0.1 | $241k | -32% | 527.00 | 456.34 |
|
| General Dynamics Corporation (GD) | 0.1 | $240k | -8% | 667.00 | 360.16 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $233k | -29% | 1.1k | 215.65 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $232k | NEW | 4.8k | 48.57 |
|
| Ishares Tr Mrgstr Md Cp Etf (IMCB) | 0.0 | $231k | +9% | 2.6k | 87.47 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.0 | $230k | 1.9k | 121.83 |
|
|
| Amplitech Group Com New (AMPG) | 0.0 | $229k | NEW | 74k | 3.10 |
|
| Eaton Corp SHS (ETN) | 0.0 | $227k | -36% | 602.00 | 377.06 |
|
| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.0 | $224k | NEW | 3.0k | 74.56 |
|
| American Tower Reit (AMT) | 0.0 | $218k | -21% | 1.3k | 173.71 |
|
| Select Sector Spdr Tr State Street Rea (XLRE) | 0.0 | $214k | -20% | 5.1k | 42.25 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $214k | NEW | 284.00 | 751.89 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $211k | -22% | 385.00 | 546.76 |
|
| Precipio (PRPO) | 0.0 | $210k | -49% | 11k | 19.80 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $208k | NEW | 1.3k | 156.32 |
|
| Profound Med Corp Com New (PROF) | 0.0 | $205k | NEW | 32k | 6.50 |
|
| salesforce (CRM) | 0.0 | $201k | -23% | 1.0k | 193.96 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $200k | -39% | 2.1k | 94.17 |
|
| Pepsi (PEP) | 0.0 | $200k | -36% | 1.2k | 166.42 |
|
| Elauwit Connection (ELWT) | 0.0 | $199k | NEW | 40k | 5.03 |
|
| European Wax Ctr Class A Com (EWCZ) | 0.0 | $188k | 47k | 4.00 |
|
|
| Velo3d Com New (VELO) | 0.0 | $140k | NEW | 10k | 13.70 |
|
| Stran & Company Common Stock (SWAG) | 0.0 | $99k | NEW | 56k | 1.76 |
|
| Thryv Hldgs Com New (THRY) | 0.0 | $79k | NEW | 20k | 3.93 |
|
| Gossamer Bio (GOSS) | 0.0 | $64k | +42% | 28k | 2.26 |
|
| San Juan Basin Rty Tr Unit Ben Int (SJT) | 0.0 | $62k | NEW | 11k | 5.63 |
|
| Westwater Res Com New (WWR) | 0.0 | $38k | -60% | 40k | 0.96 |
|
Past Filings by Evernest Financial Advisors
SEC 13F filings are viewable for Evernest Financial Advisors going back to 2023
- Evernest Financial Advisors 2025 Q4 filed Feb. 13, 2026
- Evernest Financial Advisors 2025 Q3 filed Nov. 12, 2025
- Evernest Financial Advisors 2025 Q2 filed July 28, 2025
- Evernest Financial Advisors 2025 Q1 filed May 12, 2025
- Evernest Financial Advisors 2024 Q4 filed Jan. 23, 2025
- Evernest Financial Advisors 2024 Q3 filed Oct. 21, 2024
- Evernest Financial Advisors 2024 Q2 filed Aug. 7, 2024
- Evernest Financial Advisors 2024 Q1 filed May 10, 2024
- Evernest Financial Advisors 2023 Q4 filed May 10, 2024