Evernest Financial Advisors

Evernest Financial Advisors as of March 31, 2026

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