Evernest Financial Advisors
Latest statistics and disclosures from Evernest Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GLDM, IVV, IJH, RSP, FFSM, and represent 25.36% of Evernest Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: TACK (+$8.8M), VOO, SPSM, WMT, USFR, ITOT, BALL, CGCV, KINS, CGIE.
- Started 26 new stock positions in VOT, VTWO, VOOV, PRPO, ACWI, TACK, TFLO, VIOO, OKLO, TGEN.
- Reduced shares in these 10 stocks: GLDM, NXGL, MPTI, BOSC, MAMA, IDR, ACNT, SNWV, AVGO, CI.
- Sold out of its positions in CI, GAB, ALTS, LSF, MPTI, MIND, IDR, NXGL, RSSS.
- Evernest Financial Advisors was a net buyer of stock by $25M.
- Evernest Financial Advisors has $357M in assets under management (AUM), dropping by 15.49%.
- Central Index Key (CIK): 0002009530
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Portfolio Holdings for Evernest Financial Advisors
Evernest Financial Advisors holds 188 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| World Gold Tr Spdr Gld Minis (GLDM) | 7.7 | $27M | -9% | 359k | 76.45 |
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| Ishares Tr Core S&p500 Etf (IVV) | 5.1 | $18M | 27k | 669.29 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 4.9 | $18M | +3% | 268k | 65.26 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 4.4 | $16M | +3% | 83k | 189.70 |
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| Fidelity Covington Trust Fundamental Smal (FFSM) | 3.3 | $12M | 406k | 29.21 |
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| Capital Group International SHS (CGIE) | 3.3 | $12M | +6% | 348k | 33.72 |
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| Ishares Tr Core Msci Eafe (IEFA) | 2.8 | $9.9M | 114k | 87.31 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.8 | $9.9M | +62% | 16k | 612.39 |
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| Apple (AAPL) | 2.7 | $9.7M | +2% | 38k | 254.63 |
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| Fidelity Covington Trust Enhanced Intl (FENI) | 2.7 | $9.5M | +8% | 269k | 35.28 |
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| Capitol Ser Tr Fairlead Tactica (TACK) | 2.5 | $8.8M | NEW | 293k | 30.01 |
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| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 2.2 | $7.8M | 61k | 128.03 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 2.2 | $7.8M | 66k | 118.83 |
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| Spdr Series Trust Portfolio S&p600 (SPSM) | 2.1 | $7.5M | +25% | 162k | 46.32 |
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| Capital Group Conservative E SHS (CGCV) | 2.1 | $7.4M | +12% | 245k | 30.11 |
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| Microsoft Corporation (MSFT) | 1.9 | $6.6M | 13k | 517.95 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 1.8 | $6.3M | +19% | 125k | 50.27 |
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| Wisdomtree Tr Intl Lrgcap Dv (DOL) | 1.6 | $5.8M | 93k | 62.25 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 1.6 | $5.6M | 63k | 88.96 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.4 | $5.1M | 7.6k | 666.22 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $4.1M | 17k | 243.11 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 1.0 | $3.6M | 116k | 31.38 |
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| Eli Lilly & Co. (LLY) | 1.0 | $3.6M | -4% | 4.7k | 763.06 |
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| Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN) | 0.9 | $3.2M | 57k | 56.10 |
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| Wal-Mart Stores (WMT) | 0.9 | $3.1M | +64% | 31k | 103.06 |
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| Kingstone Companies (KINS) | 0.9 | $3.1M | +35% | 212k | 14.70 |
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| NVIDIA Corporation (NVDA) | 0.9 | $3.1M | 17k | 186.58 |
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| Broadcom (AVGO) | 0.7 | $2.6M | -8% | 7.9k | 329.93 |
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| Goldman Sachs (GS) | 0.7 | $2.5M | 3.2k | 796.31 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $2.5M | 10k | 243.54 |
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| J P Morgan Exchange Traded F Active Bond Etf (JBND) | 0.7 | $2.5M | +10% | 47k | 54.16 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $2.5M | 4.9k | 502.74 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.7 | $2.3M | 9.7k | 241.96 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.6 | $2.3M | 24k | 96.55 |
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| McDonald's Corporation (MCD) | 0.6 | $2.1M | 6.8k | 303.91 |
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| Mastercard Incorporated Cl A (MA) | 0.6 | $2.0M | 3.6k | 568.74 |
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| Caterpillar (CAT) | 0.6 | $2.0M | 4.3k | 477.10 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $2.0M | 6.3k | 315.42 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.6 | $2.0M | +10% | 25k | 80.21 |
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| Meta Platforms Cl A (META) | 0.6 | $2.0M | 2.7k | 734.31 |
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| TJX Companies (TJX) | 0.5 | $1.7M | 12k | 144.54 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $1.7M | 2.9k | 600.44 |
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| Johnson & Johnson (JNJ) | 0.5 | $1.7M | 9.0k | 185.42 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.4 | $1.6M | 18k | 87.21 |
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| Amazon (AMZN) | 0.4 | $1.5M | 6.9k | 219.57 |
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| Home Depot (HD) | 0.4 | $1.5M | 3.7k | 405.24 |
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| Stryker Corporation (SYK) | 0.4 | $1.4M | 3.9k | 369.63 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $1.4M | 8.3k | 167.33 |
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| Abbvie (ABBV) | 0.4 | $1.4M | 6.0k | 231.55 |
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| Ishares Tr Rusel 2500 Etf (SMMD) | 0.4 | $1.3M | +110% | 18k | 73.73 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.4 | $1.3M | +3% | 12k | 106.78 |
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| Texas Instruments Incorporated (TXN) | 0.4 | $1.3M | 7.1k | 183.72 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $1.3M | +291% | 8.9k | 145.65 |
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| Curiositystream Com Cl A (CURI) | 0.4 | $1.3M | +116% | 240k | 5.30 |
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| Qualcomm (QCOM) | 0.4 | $1.3M | 7.6k | 166.36 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $1.2M | 2.5k | 499.18 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $1.2M | 5.7k | 215.78 |
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| Visa Com Cl A (V) | 0.3 | $1.2M | 3.6k | 341.37 |
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| Marriott Intl Cl A (MAR) | 0.3 | $1.2M | 4.6k | 260.46 |
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| Costco Wholesale Corporation (COST) | 0.3 | $1.2M | 1.3k | 925.80 |
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| Cisco Systems (CSCO) | 0.3 | $1.2M | 17k | 68.42 |
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| UnitedHealth (UNH) | 0.3 | $1.1M | -6% | 3.2k | 345.27 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $1.1M | -6% | 5.9k | 186.48 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $1.1M | +2% | 3.7k | 293.76 |
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| Procter & Gamble Company (PG) | 0.3 | $1.1M | -2% | 7.1k | 153.65 |
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| Select Sector Spdr Tr Energy (XLE) | 0.3 | $1.1M | -2% | 12k | 89.34 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $1.0M | +35% | 17k | 59.92 |
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| Spdr Series Trust Portfolio S&p400 (SPMD) | 0.3 | $1.0M | 18k | 57.19 |
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| Bank of America Corporation (BAC) | 0.3 | $1.0M | 20k | 51.59 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $1.0M | +2% | 20k | 50.07 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $1.0M | -3% | 4.1k | 246.59 |
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| Coca-Cola Company (KO) | 0.3 | $999k | +4% | 15k | 66.32 |
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| Altria (MO) | 0.3 | $998k | 15k | 66.06 |
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| Danaher Corporation (DHR) | 0.3 | $969k | +2% | 4.9k | 198.27 |
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| Ishares U S Etf Tr Short Maturity M (MEAR) | 0.3 | $955k | 19k | 50.51 |
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| Amgen (AMGN) | 0.3 | $950k | 3.4k | 282.20 |
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| Merck & Co (MRK) | 0.3 | $934k | -4% | 11k | 83.93 |
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| Automatic Data Processing (ADP) | 0.3 | $924k | +2% | 3.2k | 293.47 |
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| Morgan Stanley Com New (MS) | 0.2 | $890k | 5.6k | 158.96 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.2 | $883k | 12k | 73.29 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $876k | +13% | 3.4k | 254.28 |
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| Travelers Companies (TRV) | 0.2 | $869k | 3.1k | 279.22 |
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| Valero Energy Corporation (VLO) | 0.2 | $851k | 5.0k | 170.26 |
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| Ball Corporation (BALL) | 0.2 | $848k | NEW | 17k | 50.42 |
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| Republic Services (RSG) | 0.2 | $841k | 3.7k | 229.50 |
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| Lowe's Companies (LOW) | 0.2 | $841k | 3.3k | 251.31 |
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| Honeywell International (HON) | 0.2 | $805k | 3.8k | 210.49 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $803k | 12k | 68.08 |
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| Abbott Laboratories (ABT) | 0.2 | $798k | 6.0k | 133.93 |
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| Analog Devices (ADI) | 0.2 | $788k | 3.2k | 245.69 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.2 | $784k | +24% | 10k | 78.34 |
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| Chevron Corporation (CVX) | 0.2 | $772k | +5% | 5.0k | 155.30 |
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| Genasys (GNSS) | 0.2 | $768k | 313k | 2.45 |
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| International Business Machines (IBM) | 0.2 | $728k | +2% | 2.6k | 282.15 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $727k | -6% | 6.5k | 112.75 |
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| McKesson Corporation (MCK) | 0.2 | $713k | 923.00 | 772.54 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $680k | 26k | 26.34 |
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| Rapid Micro Biosystems Class A Com (RPID) | 0.2 | $669k | +355% | 200k | 3.34 |
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| Red Violet (RDVT) | 0.2 | $668k | +82% | 13k | 52.25 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.2 | $668k | NEW | 11k | 59.20 |
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| Sanuwave Health (SNWV) | 0.2 | $660k | -29% | 18k | 37.48 |
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| Duos Technologies Group (DUOT) | 0.2 | $657k | NEW | 89k | 7.36 |
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| Aon Shs Cl A (AON) | 0.2 | $654k | -15% | 1.8k | 356.58 |
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| Blackrock (BLK) | 0.2 | $627k | 538.00 | 1166.13 |
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| Enterprise Products Partners (EPD) | 0.2 | $625k | 20k | 31.27 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $619k | +32% | 22k | 27.90 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $615k | 21k | 29.64 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.2 | $612k | 6.8k | 89.62 |
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| Constellation Energy (CEG) | 0.2 | $593k | 1.8k | 329.02 |
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| Shell Spon Ads (SHEL) | 0.2 | $573k | 8.0k | 71.53 |
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| Select Sector Spdr Tr Indl (XLI) | 0.2 | $568k | 3.7k | 154.21 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $551k | 10k | 53.40 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $519k | 871.00 | 596.10 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $517k | +126% | 1.6k | 328.17 |
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| Walt Disney Company (DIS) | 0.1 | $504k | 4.4k | 114.51 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $481k | 789.00 | 609.32 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $477k | -5% | 2.4k | 201.49 |
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| Illinois Tool Works (ITW) | 0.1 | $472k | 1.8k | 260.71 |
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| Wells Fargo & Company (WFC) | 0.1 | $454k | -4% | 5.4k | 83.82 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $443k | +4% | 584.00 | 758.15 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $442k | +22% | 8.2k | 54.18 |
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| Chubb (CB) | 0.1 | $437k | -10% | 1.5k | 282.20 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $435k | NEW | 2.2k | 199.44 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $433k | +42% | 1.5k | 281.87 |
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| Old Dominion Freight Line (ODFL) | 0.1 | $422k | NEW | 3.0k | 140.78 |
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| Iren Ordinary Shares (IREN) | 0.1 | $413k | NEW | 8.8k | 46.93 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $406k | 1.2k | 352.62 |
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| Perma-pipe International (PPIH) | 0.1 | $389k | NEW | 17k | 23.43 |
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| Starbucks Corporation (SBUX) | 0.1 | $386k | -2% | 4.6k | 84.59 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $377k | 1.3k | 279.20 |
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| Nike CL B (NKE) | 0.1 | $375k | 5.4k | 69.73 |
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| T Rowe Price Etf Price Div Grwt (TDVG) | 0.1 | $374k | 8.5k | 43.96 |
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| Precipio (PRPO) | 0.1 | $374k | NEW | 21k | 17.79 |
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| Linde SHS (LIN) | 0.1 | $373k | 785.00 | 475.00 |
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| Verizon Communications (VZ) | 0.1 | $370k | -2% | 8.4k | 43.95 |
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| Branchout Food (BOF) | 0.1 | $362k | +579% | 177k | 2.05 |
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| Cbre Group Cl A (CBRE) | 0.1 | $361k | 2.3k | 157.56 |
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| Cheniere Energy Com New (LNG) | 0.1 | $359k | +12% | 1.5k | 234.98 |
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| Eaton Corp SHS (ETN) | 0.1 | $355k | 948.00 | 374.25 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $351k | 3.8k | 93.36 |
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| CRH Ord (CRH) | 0.1 | $343k | +6% | 2.9k | 119.90 |
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| Palo Alto Networks (PANW) | 0.1 | $325k | 1.6k | 203.62 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $321k | 670.00 | 479.69 |
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| Netflix (NFLX) | 0.1 | $321k | -2% | 268.00 | 1198.92 |
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| salesforce (CRM) | 0.1 | $320k | 1.4k | 237.02 |
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| Oracle Corporation (ORCL) | 0.1 | $320k | 1.1k | 281.17 |
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| Spdr Series Trust S&p Metals Mng (XME) | 0.1 | $318k | 3.4k | 93.19 |
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| American Tower Reit (AMT) | 0.1 | $307k | 1.6k | 192.32 |
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| Tecogen Com New (TGEN) | 0.1 | $301k | NEW | 34k | 8.81 |
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| Vs Trust 2x Long Vix Futu (UVIX) | 0.1 | $298k | NEW | 30k | 9.93 |
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| Intercontinental Exchange (ICE) | 0.1 | $297k | -4% | 1.8k | 168.48 |
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| Progressive Corporation (PGR) | 0.1 | $297k | 1.2k | 246.95 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $295k | 1.7k | 170.86 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $288k | NEW | 979.00 | 293.79 |
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| Colgate-Palmolive Company (CL) | 0.1 | $283k | -4% | 3.5k | 79.95 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $270k | NEW | 5.3k | 50.59 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $269k | NEW | 1.9k | 138.24 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $268k | 6.4k | 42.13 |
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| Pepsi (PEP) | 0.1 | $268k | -16% | 1.9k | 140.42 |
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| Mamamancini's Holdings (MAMA) | 0.1 | $265k | -62% | 25k | 10.51 |
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| Oklo Com Cl A (OKLO) | 0.1 | $262k | NEW | 2.3k | 111.63 |
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| United Homes Group Cl A (UHG) | 0.1 | $260k | NEW | 63k | 4.13 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $256k | 3.5k | 73.47 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $254k | NEW | 2.6k | 97.82 |
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| General Dynamics Corporation (GD) | 0.1 | $248k | 728.00 | 341.05 |
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| Tesla Motors (TSLA) | 0.1 | $242k | NEW | 544.00 | 444.72 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $240k | -14% | 494.00 | 485.02 |
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| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.1 | $236k | 2.1k | 110.38 |
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| TransDigm Group Incorporated (TDG) | 0.1 | $231k | 175.00 | 1318.02 |
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| At&t (T) | 0.1 | $230k | 8.1k | 28.24 |
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| Quanta Services (PWR) | 0.1 | $228k | 550.00 | 414.42 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $226k | -7% | 3.1k | 72.77 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $223k | -12% | 477.00 | 468.41 |
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| Bos Better Online Solutions Shs New Nis 80 (BOSC) | 0.1 | $219k | -69% | 46k | 4.76 |
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| Ishares Msci Emrg Chn (EMXC) | 0.1 | $219k | 3.2k | 67.51 |
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| ConocoPhillips (COP) | 0.1 | $212k | 2.2k | 94.59 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.1 | $210k | NEW | 1.9k | 110.47 |
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| Ishares Tr Mrgstr Md Cp Etf (IMCB) | 0.1 | $200k | NEW | 2.4k | 83.07 |
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| European Wax Ctr Class A Com (EWCZ) | 0.1 | $187k | 47k | 3.99 |
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| Fold Hldgs Com Cl A (FLD) | 0.0 | $165k | NEW | 43k | 3.86 |
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| Synalloy Corporation (ACNT) | 0.0 | $155k | -70% | 12k | 12.88 |
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| Ford Motor Company (F) | 0.0 | $120k | NEW | 10k | 11.96 |
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| Westwater Res Com New (WWR) | 0.0 | $95k | NEW | 100k | 0.95 |
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| Abacus Global Mgmt Cl A (ABL) | 0.0 | $92k | -68% | 16k | 5.73 |
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| United States Antimony (UAMY) | 0.0 | $66k | NEW | 11k | 6.20 |
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| Gossamer Bio (GOSS) | 0.0 | $53k | NEW | 20k | 2.63 |
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| Sensus Healthcare (SRTS) | 0.0 | $41k | -75% | 13k | 3.14 |
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| Spar (SGRP) | 0.0 | $13k | NEW | 13k | 1.03 |
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Past Filings by Evernest Financial Advisors
SEC 13F filings are viewable for Evernest Financial Advisors going back to 2023
- 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