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Evernest Financial Advisors

Latest statistics and disclosures from Evernest Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPSM, BRK.B, RSP, IJH, GLDM, and represent 29.18% of Evernest Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: RSP, SPSM, DYNF, FENI, TATT, SMTI, JIVE, TSSI, TACK, HON.
Started 24 new stock positions in SEZL, SPCB, PGR, VBR, TSSI, DHX, JAKK, MAGX, PANW, TSLA. SPCX, AIR, PEW, XLV, HONA, AMD, KLAC, HON, MU, SIF, SMTI, PNC, AIRJ, TATT.
Reduced shares in these 10 stocks: AAPL (-$24M), CGIE, IVV, CGCV, FFSM, XPEL, Honeywell International, IJR, CURI, IWR.
Sold out of its positions in CBRE, CPSH, CURI, HGBL, Honeywell International, INVE, IAU, NTWK, PRPO, XLRE. SWAG, WEEL, XPEL.
Evernest Financial Advisors was a net seller of stock by $-20M.
Evernest Financial Advisors has $478M in assets under management (AUM), dropping by -0.68%.
Central Index Key (CIK): 0002009530

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Portfolio Holdings for Evernest Financial Advisors

Evernest Financial Advisors holds 191 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust ST STR SP600 SML (SPSM)	7.2	$35M	+6%	600k	57.67	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	6.7	$32M		64k	500.39	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	5.5	$27M	+9%	125k	212.77	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	5.1	$24M		316k	77.11	View chart
World Gold Tr Spdr Gld Minis (GLDM)	4.6	$22M		274k	79.42	View chart
Microsoft Corporation (MSFT)	3.9	$19M		50k	373.02	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	3.9	$18M	+7%	460k	40.13	View chart
Capitol Ser Tr Fair Ta Sect Etf (TACK)	3.7	$18M	+2%	555k	31.63	View chart
Apple (AAPL)	3.2	$15M	-60%	53k	289.36	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.1	$15M	-7%	20k	748.87	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	3.0	$14M	+9%	212k	68.01	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	2.4	$11M	+3%	66k	173.52	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.3	$11M		112k	96.58	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.3	$11M		16k	686.81	View chart
Capital Group International SHS (CGIE)	2.1	$9.9M	-20%	270k	36.78	View chart
Fidelity Covington Trust Fun Sma Mid Etf (FFSM)	2.0	$9.4M	-9%	247k	38.21	View chart
Wisdomtree Tr True Dev Intl Fd (DOL)	1.4	$6.8M		92k	74.36	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.4	$6.6M	-7%	45k	148.31	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.3	$6.4M		8.6k	746.75	View chart
Eli Lilly & Co. (LLY)	1.2	$5.6M	+3%	4.6k	1199.32	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$5.4M	-2%	15k	357.37	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.8	$4.0M		109k	36.84	View chart
Goldman Sachs (GS)	0.8	$3.8M		3.7k	1011.39	View chart
Ishares Msci Japan Etf (EWJ)	0.8	$3.8M	+5%	41k	93.27	View chart
Caterpillar (CAT)	0.8	$3.8M	-4%	3.5k	1064.84	View chart
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)	0.7	$3.6M		56k	63.99	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.7	$3.5M	-4%	37k	95.62	View chart
Wal-Mart Stores (WMT)	0.7	$3.3M		29k	113.26	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$3.3M		9.4k	353.35	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.7	$3.3M		61k	53.50	View chart
Capital Group Conservative E SHS (CGCV)	0.7	$3.2M	-25%	97k	32.82	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.6	$3.0M		33k	91.63	View chart
Johnson & Johnson (JNJ)	0.5	$2.6M		10k	253.97	View chart
NVIDIA Corporation (NVDA)	0.5	$2.5M	-2%	12k	200.09	View chart
Red Violet (RDVT)	0.5	$2.3M	-13%	36k	63.72	View chart
Cisco Systems (CSCO)	0.4	$2.1M		18k	117.46	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$2.1M		2.9k	736.52	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$2.1M		6.9k	300.45	View chart
Broadcom (AVGO)	0.4	$2.0M	-17%	5.4k	377.75	View chart
Texas Instruments Incorporated (TXN)	0.4	$1.9M		6.4k	298.06	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.9M	+5%	5.7k	327.34	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.4	$1.8M	+41%	20k	91.95	View chart
McDonald's Corporation (MCD)	0.4	$1.8M		6.7k	270.32	View chart
Kingstone Companies (KINS)	0.3	$1.7M	-8%	87k	19.03	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$1.6M		16k	106.47	View chart
Raytheon Technologies Corp (RTX)	0.3	$1.6M		8.4k	189.73	View chart
Marriott Intl Cl A (MAR)	0.3	$1.6M		4.3k	370.59	View chart
Ishares U S Etf Tr Shor Mat Mun Etf (MEAR)	0.3	$1.6M	+6%	31k	50.38	View chart
Mastercard Incorporated Cl A (MA)	0.3	$1.5M	-2%	3.0k	513.52	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.3	$1.5M	-2%	34k	45.34	View chart
Abbvie (ABBV)	0.3	$1.5M	+2%	6.0k	251.64	View chart
TJX Companies (TJX)	0.3	$1.5M		9.9k	151.49	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$1.5M		8.9k	164.27	View chart
Amazon (AMZN)	0.3	$1.4M		5.8k	238.34	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$1.4M		5.8k	236.62	View chart
Amgen (AMGN)	0.3	$1.3M	-2%	3.7k	362.12	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$1.3M	-24%	12k	110.32	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$1.3M		6.0k	217.93	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.3	$1.3M		24k	53.11	View chart
Merck & Co (MRK)	0.3	$1.3M	-8%	9.8k	128.50	View chart
Qualcomm (QCOM)	0.3	$1.2M		6.8k	184.79	View chart
Coca-Cola Company (KO)	0.3	$1.2M	-5%	15k	81.27	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.3	$1.2M		18k	67.56	View chart
Morgan Stanley Com New (MS)	0.2	$1.2M		5.7k	209.04	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.2M	+22%	3.2k	370.04	View chart
Tat Technologies Ord New (TATT)	0.2	$1.2M	NEW	24k	48.23	View chart
Stryker Corporation (SYK)	0.2	$1.2M	-4%	3.7k	314.86	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$1.2M		14k	80.57	View chart
Home Depot (HD)	0.2	$1.1M	-6%	3.2k	352.73	View chart
Costco Wholesale Corporation (COST)	0.2	$1.1M	+2%	1.2k	935.67	View chart
Altria (MO)	0.2	$1.1M		15k	71.95	View chart
Valero Energy Corporation (VLO)	0.2	$1.1M	-16%	4.2k	260.44	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$1.1M		12k	90.10	View chart
Bank of America Corporation (BAC)	0.2	$1.1M	+3%	19k	56.98	View chart
Lockheed Martin Corporation (LMT)	0.2	$1.0M	-4%	2.1k	509.43	View chart
Ball Corporation (BALL)	0.2	$1.0M		16k	62.40	View chart
Travelers Companies (TRV)	0.2	$1.0M		3.0k	330.12	View chart
Analog Devices (ADI)	0.2	$960k	-2%	2.4k	397.15	View chart
UnitedHealth (UNH)	0.2	$948k	+8%	2.3k	415.65	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.2	$946k	+7%	11k	87.88	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$946k		3.1k	303.16	View chart
Meta Platforms Cl A (META)	0.2	$920k	+6%	1.6k	563.20	View chart
Visa Com Cl A (V)	0.2	$910k	-11%	2.7k	343.08	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$901k		13k	71.25	View chart
Bos Better Online Solutions Shs New Nis 80 (BOSC)	0.2	$894k	+9%	199k	4.49	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$894k		12k	75.79	View chart
Rapid Micro Biosystems Class A Com (RPID)	0.2	$875k	+16%	506k	1.73	View chart
Danaher Corporation (DHR)	0.2	$873k	-3%	4.6k	190.47	View chart
Chevron Corporation (CVX)	0.2	$813k		4.9k	165.76	View chart
International Business Machines (IBM)	0.2	$792k	+14%	2.8k	281.20	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$783k		22k	36.13	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$758k	-2%	15k	50.58	View chart
Aon Shs Cl A (AON)	0.2	$744k		2.2k	331.69	View chart
Republic Services (RSG)	0.1	$713k		3.3k	213.10	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$706k		3.8k	185.22	View chart
Parker-Hannifin Corporation (PH)	0.1	$703k	+7%	719.00	978.12	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$690k		7.0k	98.99	View chart
Procter & Gamble Company (PG)	0.1	$687k	+9%	4.7k	146.63	View chart
Lensar (LNSR)	0.1	$674k	+78%	118k	5.71	View chart
Exxon Mobil Corporation (XOM)	0.1	$673k		4.9k	136.72	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	0.1	$669k	-4%	13k	50.83	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$662k		18k	36.87	View chart
Old Dominion Freight Line (ODFL)	0.1	$652k		3.0k	216.60	View chart
McKesson Corporation (MCK)	0.1	$649k		859.00	755.60	View chart
Lowe's Companies (LOW)	0.1	$624k		2.8k	220.49	View chart
Shell Spon Ads (SHEL)	0.1	$621k		8.0k	77.54	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$613k		871.00	703.43	View chart
Sanara Medtech (SMTI)	0.1	$606k	NEW	26k	23.59	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$596k		20k	29.43	View chart
Enterprise Products Partners (EPD)	0.1	$565k	-23%	15k	36.76	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$561k		2.9k	190.52	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$542k		9.1k	59.69	View chart
Cardinal Health (CAH)	0.1	$520k		2.2k	237.56	View chart
Chubb (CB)	0.1	$517k		1.5k	340.68	View chart
Genasys (GNSS)	0.1	$494k		290k	1.70	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$491k	+300%	4.0k	124.17	View chart
The Beachbody Company Com Cl A New (BODI)	0.1	$484k	+62%	47k	10.22	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$470k		2.1k	219.17	View chart
Lam Research Corp Com New (LRCX)	0.1	$461k		1.1k	433.28	View chart
Mamamancini's Holdings (MAMA)	0.1	$460k	+27%	26k	17.85	View chart
Wells Fargo & Company (WFC)	0.1	$449k	-5%	5.4k	82.64	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$447k		8.9k	50.35	View chart
Illinois Tool Works (ITW)	0.1	$445k		1.6k	270.52	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$435k	+16%	6.4k	68.41	View chart
Automatic Data Processing (ADP)	0.1	$433k		1.9k	223.92	View chart
Blackrock (BLK)	0.1	$431k	-4%	448.00	961.82	View chart
TSS (TSSI)	0.1	$431k	NEW	35k	12.30	View chart
Starbucks Corporation (SBUX)	0.1	$413k		4.0k	102.20	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$412k		3.3k	124.43	View chart
Verizon Communications (VZ)	0.1	$411k	+20%	9.7k	42.34	View chart
Honeywell International (HON)	0.1	$397k	NEW	1.8k	223.90	View chart
Honeywell Aerospace (HONA)	0.1	$392k	NEW	1.8k	221.08	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$390k		3.8k	103.87	View chart
Abbott Laboratories (ABT)	0.1	$387k	-7%	4.3k	90.75	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$383k		4.0k	95.44	View chart
Constellation Energy (CEG)	0.1	$381k	-16%	1.5k	248.31	View chart
Spdr Series Trust St Str Sp Metal (XME)	0.1	$364k		3.4k	106.93	View chart
Micron Technology (MU)	0.1	$359k	NEW	311.00	1153.05	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$354k		1.5k	242.43	View chart
Linde SHS (LIN)	0.1	$351k	+6%	676.00	518.94	View chart
J P Morgan Exchange Traded F Beta Euro Et Ne (BBEU)	0.1	$348k	+5%	4.5k	77.77	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$346k		4.0k	86.13	View chart
Northrop Grumman Corporation (NOC)	0.1	$339k	-5%	666.00	509.31	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$337k	NEW	2.0k	170.86	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$325k		6.1k	53.19	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$321k	-24%	673.00	477.27	View chart
Cummins (CMI)	0.1	$319k		448.00	712.89	View chart
Cheniere Energy Com New (LNG)	0.1	$319k		1.3k	239.01	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$306k		1.9k	156.97	View chart
Capital One Financial (COF)	0.1	$305k		1.5k	200.60	View chart
Walt Disney Company (DIS)	0.1	$301k	-14%	3.1k	96.25	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$301k		2.2k	137.53	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$300k		979.00	306.30	View chart
Roundhill Etf Trust Dail 2x Long Etf (MAGX)	0.1	$293k	NEW	5.7k	51.16	View chart
J P Morgan Exchange Traded F Beta Cda Etf New (BBCA)	0.1	$291k	+7%	2.9k	99.40	View chart
Palo Alto Networks (PANW)	0.1	$280k	NEW	820.00	341.02	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$277k		2.3k	121.42	View chart
Simon Property (SPG)	0.1	$276k	-26%	1.2k	223.59	View chart
T Rowe Price Exchange-traded Price Div Grwt (TDVG)	0.1	$274k	-15%	5.6k	49.03	View chart
Marsh & McLennan Companies (MRSH)	0.1	$273k	-6%	1.6k	166.72	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$272k		2.3k	119.53	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$269k		2.1k	130.40	View chart
SIFCO Industries (SIF)	0.1	$267k	NEW	11k	23.40	View chart
American Tower Reit (AMT)	0.1	$267k	+14%	1.6k	163.57	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$266k		3.5k	74.89	View chart
Colgate-Palmolive Company (CL)	0.1	$258k	+16%	2.8k	91.69	View chart
Eaton Corp SHS (ETN)	0.1	$257k		602.00	426.12	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.1	$256k	+13%	3.4k	75.31	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.1	$256k		2.6k	96.56	View chart
Jakks Pac Com New (JAKK)	0.1	$248k	NEW	11k	23.28	View chart
Kla Corp Com New (KLAC)	0.1	$241k	NEW	800.00	301.71	View chart
Supercom Ord Shs (SPCB)	0.1	$240k	NEW	21k	11.44	View chart
Aar (AIR)	0.0	$238k	NEW	1.7k	142.93	View chart
General Dynamics Corporation (GD)	0.0	$236k		667.00	354.24	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$231k		4.8k	48.43	View chart
Advanced Micro Devices (AMD)	0.0	$228k	NEW	393.00	580.91	View chart
PNC Financial Services (PNC)	0.0	$227k	NEW	923.00	246.30	View chart
Tesla Motors (TSLA)	0.0	$224k	NEW	533.00	420.60	View chart
Sezzle (SEZL)	0.0	$215k	NEW	1.3k	171.63	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.0	$214k	NEW	1.4k	158.66	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$213k		1.1k	188.09	View chart
Intercontinental Exchange (ICE)	0.0	$211k		1.7k	123.11	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$210k	NEW	864.00	242.99	View chart
CRH Ord (CRH)	0.0	$209k	-16%	2.0k	107.00	View chart
Progressive Corporation (PGR)	0.0	$204k	NEW	934.00	218.45	View chart
Dhi (DHX)	0.0	$176k	NEW	47k	3.71	View chart
Grabagun Digital Hldgs Common Stock (PEW)	0.0	$135k	NEW	59k	2.28	View chart
Westwater Res Com New (WWR)	0.0	$81k	+33%	160k	0.51	View chart
Airjoule Technologies Corp Cl A (AIRJ)	0.0	$73k	NEW	13k	5.54	View chart
San Juan Basin Rty Tr Unit Ben Int (SJT)	0.0	$35k		11k	3.21	View chart
Gossamer Bio (GOSS)	0.0	$4.4k	-6%	27k	0.16	View chart

Past Filings by Evernest Financial Advisors

SEC 13F filings are viewable for Evernest Financial Advisors going back to 2023

Evernest Financial Advisors 2026 Q2 filed Aug. 6, 2026
Evernest Financial Advisors 2026 Q1 filed May 4, 2026
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

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