Evernest Financial Advisors

Evernest Financial Advisors as of June 30, 2026

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