Evernest Financial Advisors

Evernest Financial Advisors as of Dec. 31, 2025

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 135k 274.62
World Gold Tr Spdr Gld Minis (GLDM) 6.7 $32M 319k 100.58
Berkshire Hathaway Inc Del Cl B New (BRK.B) 6.7 $32M 65k 498.08
Microsoft Corporation (MSFT) 4.4 $21M 51k 413.60
Spdr Series Trust State Street Spd (SPSM) 4.3 $21M 400k 51.45
Ishares Tr Core S&p Mcp Etf (IJH) 4.1 $20M 275k 71.79
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 4.0 $19M 95k 202.38
Capital Group International SHS (CGIE) 3.3 $16M 423k 36.65
Ishares Tr Core S&p500 Etf (IVV) 3.2 $15M 22k 697.08
Fidelity Covington Trust Enhanced Intl (FENI) 2.9 $14M 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 340k 31.10
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.1 $10M 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 64k 131.99
Capital Group Conservative E SHS (CGCV) 1.7 $7.9M 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 8.6k 693.92
Wisdomtree Tr Us Qtly Div Grt (DGRW) 1.2 $5.6M 59k 93.50
Wisdomtree Tr Floatng Rat Trea (USFR) 1.2 $5.6M 110k 50.39
Blackrock Etf Trust Ishares Us Equit (DYNF) 1.1 $5.4M 87k 61.95
Alphabet Cap Stk Cl A (GOOGL) 1.0 $5.0M 15k 324.33
Eli Lilly & Co. (LLY) 0.9 $4.4M 4.3k 1044.65
Dimensional Etf Trust World Ex Us Core (DFAX) 0.8 $4.0M 112k 36.04
Wal-Mart Stores (WMT) 0.8 $3.8M 29k 129.02
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN) 0.7 $3.5M 55k 63.04
Goldman Sachs (GS) 0.7 $3.5M 3.7k 943.52
Alphabet Cap Stk Cl C (GOOG) 0.7 $3.2M 9.7k 324.40
J P Morgan Exchange Traded F Active Bond Etf (JBND) 0.6 $3.1M 57k 54.17
NVIDIA Corporation (NVDA) 0.6 $3.0M 16k 190.04
Ishares Msci Japan Etf (EWJ) 0.6 $2.7M 30k 91.29
Caterpillar (CAT) 0.6 $2.7M 3.6k 742.06
Kingstone Companies (KINS) 0.5 $2.6M 164k 15.90
Ishares Tr Rusel 2500 Etf (SMMD) 0.5 $2.4M 29k 81.43
Johnson & Johnson (JNJ) 0.5 $2.3M 9.6k 238.64
Broadcom (AVGO) 0.5 $2.2M 6.3k 343.97
McDonald's Corporation (MCD) 0.5 $2.1M 6.6k 325.58
Ishares Tr Russell 2000 Etf (IWM) 0.4 $1.8M 6.9k 266.89
JPMorgan Chase & Co. (JPM) 0.4 $1.8M 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 3.2k 535.25
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $1.6M 16k 102.11
Bos Better Online Solutions Shs New Nis 80 (BOSC) 0.3 $1.6M 324k 4.91
Raytheon Technologies Corp (RTX) 0.3 $1.6M 8.0k 196.19
TJX Companies (TJX) 0.3 $1.6M 10k 156.24
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $1.5M 14k 107.24
Meta Platforms Cl A (META) 0.3 $1.5M 2.2k 677.09
Cisco Systems (CSCO) 0.3 $1.4M 17k 86.78
Marriott Intl Cl A (MAR) 0.3 $1.4M 4.2k 331.24
Select Sector Spdr Tr State Street Uti (XLU) 0.3 $1.4M 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 25k 53.64
Amgen (AMGN) 0.3 $1.4M 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 6.2k 218.76
Home Depot (HD) 0.3 $1.3M 3.5k 381.05
Lockheed Martin Corporation (LMT) 0.3 $1.3M 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 11k 117.65
Abbvie (ABBV) 0.3 $1.3M 5.6k 223.27
Vanguard Index Fds Value Etf (VTV) 0.3 $1.2M 6.0k 206.03
Amazon (AMZN) 0.3 $1.2M 5.8k 208.72
Red Violet (RDVT) 0.2 $1.2M 28k 41.32
Costco Wholesale Corporation (COST) 0.2 $1.2M 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 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 22k 50.50
Ball Corporation (BALL) 0.2 $1.1M 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 3.0k 342.64
Valero Energy Corporation (VLO) 0.2 $1.0M 5.0k 201.38
Visa Com Cl A (V) 0.2 $975k 3.0k 325.57
Altria (MO) 0.2 $973k 15k 64.40
Danaher Corporation (DHR) 0.2 $969k 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 2.9k 322.96
Travelers Companies (TRV) 0.2 $900k 3.1k 292.82
Vanguard Index Fds Small Cp Etf (VB) 0.2 $872k 3.1k 278.47
Ishares Tr Core Div Grwth (DGRO) 0.2 $872k 12k 73.88
Lowe's Companies (LOW) 0.2 $871k 3.1k 276.85
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $869k 13k 68.37
Honeywell International (HON) 0.2 $861k 3.6k 239.86
Curiositystream Com Cl A (CURI) 0.2 $840k 255k 3.29
Chevron Corporation (CVX) 0.2 $838k 4.6k 182.62
McKesson Corporation (MCK) 0.2 $827k 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 16k 50.67
Accenture Plc Ireland Shs Class A (ACN) 0.2 $780k 3.3k 236.75
Republic Services (RSG) 0.2 $751k 3.4k 224.11
Exxon Mobil Corporation (XOM) 0.2 $744k 4.9k 151.20
International Business Machines (IBM) 0.2 $738k 2.5k 296.35
Cps Technologies (CPSH) 0.2 $726k 145k 4.99
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $720k 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 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 3.8k 173.69
Procter & Gamble Company (PG) 0.1 $664k 4.2k 157.33
Genasys (GNSS) 0.1 $642k 313k 2.05
Select Sector Spdr Tr State Street Mat (XLB) 0.1 $627k 12k 52.18
Shell Spon Ads (SHEL) 0.1 $623k 8.0k 77.80
Parker-Hannifin Corporation (PH) 0.1 $611k 624.00 978.87
UnitedHealth (UNH) 0.1 $609k 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 20k 27.38
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $517k 9.0k 57.75
Blackrock (BLK) 0.1 $506k 468.00 1080.18
Abbott Laboratories (ABT) 0.1 $501k 4.5k 111.07
Automatic Data Processing (ADP) 0.1 $499k 2.2k 226.59
Cardinal Health (CAH) 0.1 $494k 2.2k 225.76
Northrop Grumman Corporation (NOC) 0.1 $489k 700.00 698.02
Illinois Tool Works (ITW) 0.1 $488k 1.7k 290.52
Constellation Energy (CEG) 0.1 $481k 1.8k 272.22
Rapid Micro Biosystems Class A Com (RPID) 0.1 $469k 125k 3.75
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $461k 999.00 460.98
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $459k 2.1k 214.12
Chubb (CB) 0.1 $444k 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 131k 3.21
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $416k 2.9k 143.35
Walt Disney Company (DIS) 0.1 $394k 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 8.3k 46.82
Aon Shs Cl A (AON) 0.1 $385k 1.2k 310.34
Starbucks Corporation (SBUX) 0.1 $380k 3.8k 98.99
Ishares Tr Core Msci Total (IXUS) 0.1 $370k 4.0k 92.14
Profesionally Managed Portfo Akre Focus Etf (AKRE) 0.1 $357k 6.2k 57.42
CRH Ord (CRH) 0.1 $354k 2.8k 126.84
Capital One Financial (COF) 0.1 $333k 1.5k 222.72
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $332k 1.5k 224.62
J P Morgan Exchange Traded F Betabuilders Eur (BBEU) 0.1 $331k 4.2k 78.27
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $330k 5.5k 60.51
Marsh & McLennan Companies 0.1 $324k 1.9k 171.18
Mamamancini's Holdings (MAMA) 0.1 $321k 20k 15.84
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $318k 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 1.7k 170.98
Tidal Trust Ii Peerless Option (WEEL) 0.1 $280k 14k 20.21
Verizon Communications (VZ) 0.1 $277k 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 2.2k 122.55
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $268k 1.6k 167.73
Cummins (CMI) 0.1 $266k 442.00 601.96
Nike CL B (NKE) 0.1 $266k 4.3k 62.41
J P Morgan Exchange Traded F Betabuilders Cda (BBCA) 0.1 $264k 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 2.6k 95.63
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.1 $252k 2.1k 121.64
Lam Research Corp Com New (LRCX) 0.1 $244k 1.1k 229.25
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $241k 2.2k 107.87
Linde SHS (LIN) 0.1 $241k 527.00 456.34
General Dynamics Corporation (GD) 0.1 $240k 667.00 360.16
Cheniere Energy Com New (LNG) 0.0 $233k 1.1k 215.65
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $232k 4.8k 48.57
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.0 $231k 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 74k 3.10
Eaton Corp SHS (ETN) 0.0 $227k 602.00 377.06
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 0.0 $224k 3.0k 74.56
American Tower Reit (AMT) 0.0 $218k 1.3k 173.71
Select Sector Spdr Tr State Street Rea (XLRE) 0.0 $214k 5.1k 42.25
Vanguard World Inf Tech Etf (VGT) 0.0 $214k 284.00 751.89
Thermo Fisher Scientific (TMO) 0.0 $211k 385.00 546.76
Precipio (PRPO) 0.0 $210k 11k 19.80
Select Sector Spdr Tr State Street Hea (XLV) 0.0 $208k 1.3k 156.32
Profound Med Corp Com New (PROF) 0.0 $205k 32k 6.50
salesforce (CRM) 0.0 $201k 1.0k 193.96
Colgate-Palmolive Company (CL) 0.0 $200k 2.1k 94.17
Pepsi (PEP) 0.0 $200k 1.2k 166.42
Elauwit Connection (ELWT) 0.0 $199k 40k 5.03
European Wax Ctr Class A Com (EWCZ) 0.0 $188k 47k 4.00
Velo3d Com New (VELO) 0.0 $140k 10k 13.70
Stran & Company Common Stock (SWAG) 0.0 $99k 56k 1.76
Thryv Hldgs Com New (THRY) 0.0 $79k 20k 3.93
Gossamer Bio (GOSS) 0.0 $64k 28k 2.26
San Juan Basin Rty Tr Unit Ben Int (SJT) 0.0 $62k 11k 5.63
Westwater Res Com New (WWR) 0.0 $38k 40k 0.96