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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 AAPL, BRK.B, SPSM, GLDM, RSP, and represent 30.21% of Evernest Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: SPSM (+$8.6M), DYNF (+$6.8M), TACK (+$6.2M), RSP, FENI, IJH, JIVE, XPEL, VO, EWJ.
Started 7 new stock positions in JIVE, SPG, XPEL, BODI, LNSR, INVE, HGBL.
Reduced shares in these 10 stocks: USFR (-$5.1M), FFSM, CGCV, GLDM, CGIE, IJR, DGRW, KINS, BOSC, NVDA.
Sold out of its positions in AMPG, ELWT, EWCZ, NKE, PEP, PROF, CRM, XLV, TMO, THRY. VIOO, VELO.
Evernest Financial Advisors was a net buyer of stock by $9.1M.
Evernest Financial Advisors has $481M in assets under management (AUM), dropping by 0.90%.
Central Index Key (CIK): 0002009530

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Portfolio Holdings for Evernest Financial Advisors

Evernest Financial Advisors holds 180 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	7.5	$36M		135k	267.61	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	6.3	$31M		65k	472.81	View chart
Spdr Series Trust State Street Spd (SPSM)	6.2	$30M	+40%	562k	53.10	View chart
World Gold Tr Spdr Gld Minis (GLDM)	5.4	$26M	-12%	280k	92.63	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	4.8	$23M	+20%	114k	201.79	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.7	$23M	+13%	313k	72.84	View chart
Microsoft Corporation (MSFT)	4.4	$21M		50k	424.82	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	3.5	$17M	+22%	429k	38.90	View chart
Capitol Ser Tr Fairlead Tactica (TACK)	3.5	$17M	+59%	542k	30.69	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.2	$15M	-3%	21k	718.50	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.6	$12M	+123%	193k	63.98	View chart
Capital Group International SHS (CGIE)	2.5	$12M	-19%	341k	35.33	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.2	$11M		112k	94.66	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.1	$10M		16k	657.51	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	2.1	$10M	+5%	63k	160.80	View chart
Fidelity Covington Trust Fundamental Smal (FFSM)	2.0	$9.6M	-32%	272k	35.29	View chart
Wisdomtree Tr True Developed I (DOL)	1.4	$6.6M		92k	71.67	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.4	$6.6M	-24%	48k	136.56	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.3	$6.2M		8.6k	715.14	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$5.4M		16k	350.35	View chart
Capital Group Conservative E SHS (CGCV)	0.8	$4.0M	-48%	130k	31.10	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.8	$4.0M	-2%	109k	36.22	View chart
Eli Lilly & Co. (LLY)	0.8	$3.9M	+5%	4.5k	868.26	View chart
Wal-Mart Stores (WMT)	0.8	$3.8M		30k	127.59	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.7	$3.6M	-35%	38k	93.87	View chart
Goldman Sachs (GS)	0.7	$3.5M		3.7k	937.76	View chart
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)	0.7	$3.4M		55k	61.11	View chart
Ishares Msci Japan Etf (EWJ)	0.7	$3.4M	+30%	39k	87.68	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.7	$3.3M	+8%	62k	53.82	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$3.3M	-3%	9.4k	348.53	View chart
Caterpillar (CAT)	0.6	$3.1M		3.7k	828.73	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.6	$2.7M	+11%	33k	84.40	View chart
NVIDIA Corporation (NVDA)	0.6	$2.7M	-19%	13k	216.61	View chart
Broadcom (AVGO)	0.6	$2.7M	+4%	6.5k	418.19	View chart
Johnson & Johnson (JNJ)	0.5	$2.3M	+4%	10k	225.34	View chart
McDonald's Corporation (MCD)	0.4	$2.0M	+2%	6.8k	290.20	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$1.9M		6.9k	277.14	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$1.9M		2.9k	664.34	View chart
Texas Instruments Incorporated (TXN)	0.4	$1.7M	+4%	6.4k	269.49	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.7M	-3%	5.4k	311.60	View chart
Kingstone Companies (KINS)	0.3	$1.7M	-42%	95k	17.53	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$1.7M		16k	103.75	View chart
Cisco Systems (CSCO)	0.3	$1.6M	+11%	19k	88.26	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$1.6M	+7%	15k	106.67	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.3	$1.6M	+6%	34k	46.19	View chart
Red Violet (RDVT)	0.3	$1.6M	+49%	42k	37.44	View chart
TJX Companies (TJX)	0.3	$1.6M		9.9k	157.47	View chart
Mastercard Incorporated Cl A (MA)	0.3	$1.6M	-2%	3.1k	506.35	View chart
Marriott Intl Cl A (MAR)	0.3	$1.6M		4.3k	360.70	View chart
Amazon (AMZN)	0.3	$1.5M		5.8k	261.12	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.3	$1.5M	+33%	29k	50.39	View chart
Raytheon Technologies Corp (RTX)	0.3	$1.5M	+6%	8.5k	173.38	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$1.4M		8.9k	156.55	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.3	$1.4M	-3%	24k	56.77	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$1.3M		5.8k	225.99	View chart
Stryker Corporation (SYK)	0.3	$1.3M		3.9k	329.00	View chart
Amgen (AMGN)	0.3	$1.3M	+4%	3.8k	340.18	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.3	$1.2M	NEW	14k	89.16	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$1.2M		6.0k	203.46	View chart
Coca-Cola Company (KO)	0.3	$1.2M	+9%	16k	75.44	View chart
Valero Energy Corporation (VLO)	0.2	$1.2M		5.0k	238.25	View chart
Merck & Co (MRK)	0.2	$1.2M		11k	110.23	View chart
Spdr Series Trust State Street Spd (SPMD)	0.2	$1.2M		18k	63.86	View chart
Abbvie (ABBV)	0.2	$1.2M	+4%	5.9k	197.39	View chart
Costco Wholesale Corporation (COST)	0.2	$1.2M		1.2k	998.22	View chart
Home Depot (HD)	0.2	$1.1M	-3%	3.4k	332.35	View chart
Lockheed Martin Corporation (LMT)	0.2	$1.1M	+3%	2.2k	513.46	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$1.1M	+284%	14k	76.58	View chart
Morgan Stanley Com New (MS)	0.2	$1.1M		5.7k	190.18	View chart
Meta Platforms Cl A (META)	0.2	$1.0M	-30%	1.5k	678.55	View chart
Qualcomm (QCOM)	0.2	$1.0M	-9%	6.8k	150.25	View chart
Rapid Micro Biosystems Class A Com (RPID)	0.2	$1.0M	+246%	433k	2.36	View chart
Altria (MO)	0.2	$1.0M		15k	66.00	View chart
Ball Corporation (BALL)	0.2	$990k		16k	61.07	View chart
Analog Devices (ADI)	0.2	$974k	-13%	2.5k	392.57	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$967k		12k	80.27	View chart
Bank of America Corporation (BAC)	0.2	$962k	-9%	18k	52.63	View chart
Xpel (XPEL)	0.2	$942k	NEW	20k	46.50	View chart
Visa Com Cl A (V)	0.2	$925k		3.0k	309.64	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$919k	-11%	2.6k	352.53	View chart
Chevron Corporation (CVX)	0.2	$917k	+8%	5.0k	184.78	View chart
Travelers Companies (TRV)	0.2	$908k	-2%	3.0k	303.74	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$885k		3.1k	283.61	View chart
Bos Better Online Solutions Shs New Nis 80 (BOSC)	0.2	$876k	-44%	181k	4.83	View chart
Danaher Corporation (DHR)	0.2	$859k	+6%	4.8k	180.61	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$856k		12k	72.59	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$848k		13k	68.07	View chart
Spdr Series Trust State Street Spd (SPYM)	0.2	$842k		10k	84.17	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$778k		15k	50.47	View chart
Enterprise Products Partners (EPD)	0.2	$764k		20k	38.22	View chart
Honeywell International (HON)	0.2	$763k		3.6k	212.03	View chart
UnitedHealth (UNH)	0.2	$744k	-5%	2.1k	354.71	View chart
Exxon Mobil Corporation (XOM)	0.2	$730k		4.9k	148.19	View chart
Aon Shs Cl A (AON)	0.1	$722k	+79%	2.2k	323.78	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.1	$713k	+14%	14k	51.78	View chart
McKesson Corporation (MCK)	0.1	$712k		859.00	828.32	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$704k		7.1k	99.43	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$700k	-2%	22k	32.37	View chart
Shell Spon Ads (SHEL)	0.1	$696k		8.0k	86.91	View chart
Republic Services (RSG)	0.1	$694k		3.4k	206.13	View chart
Lowe's Companies (LOW)	0.1	$686k	-10%	2.8k	242.51	View chart
Old Dominion Freight Line (ODFL)	0.1	$663k		3.0k	220.53	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$661k		3.8k	172.50	View chart
Parker-Hannifin Corporation (PH)	0.1	$653k	+7%	670.00	974.34	View chart
Procter & Gamble Company (PG)	0.1	$638k		4.3k	148.40	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$604k	-14%	18k	33.74	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$583k		3.3k	176.96	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$579k		871.00	664.88	View chart
Constellation Energy (CEG)	0.1	$577k	+3%	1.8k	315.25	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$570k		20k	28.17	View chart
International Business Machines (IBM)	0.1	$559k		2.5k	228.01	View chart
Genasys (GNSS)	0.1	$558k	-7%	290k	1.92	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$526k		9.0k	58.73	View chart
Chubb (CB)	0.1	$502k	+13%	1.5k	324.54	View chart
Blackrock (BLK)	0.1	$495k		468.00	1057.13	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$474k		988.00	479.94	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$473k		2.9k	160.57	View chart
Wells Fargo & Company (WFC)	0.1	$463k	-20%	5.7k	80.56	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$455k		2.1k	212.42	View chart
Illinois Tool Works (ITW)	0.1	$452k		1.7k	269.79	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$448k	-91%	8.9k	50.31	View chart
The Beachbody Company Com Cl A New (BODI)	0.1	$445k	NEW	29k	15.29	View chart
Cardinal Health (CAH)	0.1	$443k		2.2k	202.34	View chart
Curiositystream Com Cl A (CURI)	0.1	$440k	-47%	135k	3.25	View chart
Abbott Laboratories (ABT)	0.1	$428k	+2%	4.6k	92.81	View chart
Spdr Series Trust State Street Spd (XME)	0.1	$410k		3.4k	120.20	View chart
Northrop Grumman Corporation (NOC)	0.1	$404k		702.00	575.28	View chart
Starbucks Corporation (SBUX)	0.1	$390k	+3%	4.0k	97.88	View chart
Automatic Data Processing (ADP)	0.1	$382k	-11%	1.9k	197.20	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$381k		3.8k	101.37	View chart
Verizon Communications (VZ)	0.1	$381k	+37%	8.1k	47.10	View chart
Walt Disney Company (DIS)	0.1	$376k		3.7k	102.35	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$372k		4.0k	92.55	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$363k		896.00	404.79	View chart
Cps Technologies (CPSH)	0.1	$355k	-53%	68k	5.20	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$348k		5.5k	63.64	View chart
Cheniere Energy Com New (LNG)	0.1	$347k	+23%	1.3k	259.40	View chart
Lensar (LNSR)	0.1	$344k	NEW	66k	5.21	View chart
Simon Property (SPG)	0.1	$339k	NEW	1.7k	201.27	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$336k	+500%	4.0k	83.50	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$333k		1.5k	227.67	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$329k		6.1k	53.75	View chart
Linde SHS (LIN)	0.1	$325k	+20%	637.00	510.75	View chart
J P Morgan Exchange Traded F Betabuilders Eur (BBEU)	0.1	$321k		4.2k	75.89	View chart
T Rowe Price Etf Price Div Grwt (TDVG)	0.1	$311k	-19%	6.7k	46.71	View chart
Marsh & McLennan Companies (MRSH)	0.1	$299k	-7%	1.8k	170.19	View chart
Cummins (CMI)	0.1	$296k		447.00	661.04	View chart
Capital One Financial (COF)	0.1	$294k		1.5k	194.14	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$293k		1.9k	150.51	View chart
Precipio (PRPO)	0.1	$292k	-10%	9.5k	30.70	View chart
Tidal Trust Ii Peerless Option (WEEL)	0.1	$290k	+3%	14k	20.29	View chart
Mamamancini's Holdings (MAMA)	0.1	$286k		20k	14.13	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$285k		2.2k	130.48	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$276k		979.00	282.36	View chart
Lam Research Corp Com New (LRCX)	0.1	$276k		1.1k	259.44	View chart
CRH Ord (CRH)	0.1	$274k	-15%	2.4k	116.67	View chart
Heritage Global (HGBL)	0.1	$274k	NEW	194k	1.41	View chart
J P Morgan Exchange Traded F Betabuilders Cda (BBCA)	0.1	$271k		2.7k	99.35	View chart
Intercontinental Exchange (ICE)	0.1	$269k	-2%	1.7k	156.95	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$260k		3.5k	73.60	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$255k		2.3k	112.00	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$254k		2.1k	123.23	View chart
Eaton Corp SHS (ETN)	0.1	$251k		602.00	416.77	View chart
American Tower Reit (AMT)	0.1	$249k	+13%	1.4k	175.30	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$237k	+700%	2.3k	104.33	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.0	$237k		2.6k	89.57	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$229k		4.8k	48.05	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$223k	-3%	2.5k	88.07	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.0	$219k		5.0k	43.49	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.0	$214k		3.0k	71.20	View chart
General Dynamics Corporation (GD)	0.0	$209k		667.00	312.53	View chart
Cbre Group Cl A (CBRE)	0.0	$205k	-15%	1.4k	146.22	View chart
Colgate-Palmolive Company (CL)	0.0	$204k	+14%	2.4k	84.18	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$202k	-29%	1.1k	178.45	View chart
Identiv Com New (INVE)	0.0	$195k	NEW	41k	4.75	View chart
Netsol Technologies Com Par $.001 (NTWK)	0.0	$182k	-59%	53k	3.46	View chart
Westwater Res Com New (WWR)	0.0	$79k	+200%	120k	0.66	View chart
Stran & Company Common Stock (SWAG)	0.0	$49k	-44%	31k	1.57	View chart
San Juan Basin Rty Tr Unit Ben Int (SJT)	0.0	$46k		11k	4.22	View chart
Gossamer Bio (GOSS)	0.0	$10k		29k	0.35	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 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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