Evernest Financial Advisors, LLC Top Holdings and 13F Report (2026) About Evernest Financial Advisors, LLCInvestment ActivityEvernest Financial Advisors, LLC has $478.14 million in total holdings as of June 30, 2026.Evernest Financial Advisors, LLC owns shares of 191 different stocks, but just 43 companies or ETFs make up 80% of its holdings.Approximately 3.94% of the portfolio was purchased this quarter.About 8.17% of the portfolio was sold this quarter.This quarter, Evernest Financial Advisors, LLC has purchased 180 new stocks and bought additional shares in 61 stocks.Evernest Financial Advisors, LLC sold shares of 72 stocks and completely divested from 13 stocks this quarter.Largest Holdings SPDR Portfolio S&P 600 Small Cap ETF $34,593,644Berkshire Hathaway $32,235,624Invesco S&P 500 Equal Weight ETF $26,508,641iShares Core S&P Mid-Cap ETF $24,390,642SPDR Gold MiniShares Trust $21,782,528 Largest New Holdings this Quarter M8740S227 - TAT Technologies $1,175,365 Holding79957L100 - Sanara MedTech $606,263 Holding87288V101 - TSS INC DEL $430,500 Holding438516205 - HONEYWELL INTL INC $397,423 Holding43849R105 - HONEYWELL AEROSPACE INC $392,417 Holding Largest Purchases this Quarter Invesco S&P 500 Equal Weight ETF 10,535 shares (about $2.24M)SPDR Portfolio S&P 600 Small Cap ETF 37,788 shares (about $2.18M)iShares U.S. Equity Factor Rotation Active ETF 18,394 shares (about $1.25M)FIDELITY COVINGTON TRUST 30,302 shares (about $1.22M)TAT Technologies 24,370 shares (about $1.18M) Largest Sales this Quarter Apple 81,868 shares (about $23.69M)CAPITAL GROUP INTERNATIONAL 71,188 shares (about $2.62M)iShares Core S&P 500 ETF 1,545 shares (about $1.16M)CAPITAL GROUP CONSERVATIVE E 33,010 shares (about $1.08M)FIDELITY COVINGTON TRUST 25,157 shares (about $961.25K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEvernest Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPSMSPDR Portfolio S&P 600 Small Cap ETF$34,593,644$2,179,234 â–²6.7%599,8557.2%ETFBRK.BBerkshire Hathaway$32,235,624$20,016 â–¼-0.1%64,4216.7%FinanceRSPInvesco S&P 500 Equal Weight ETF$26,508,641$2,241,536 â–²9.2%124,5885.5%ETFIJHiShares Core S&P Mid-Cap ETF$24,390,642$287,928 â–²1.2%316,3105.1%ETFGLDMSPDR Gold MiniShares Trust$21,782,528$433,157 â–¼-1.9%274,2704.6%ETFMSFTMicrosoft$18,631,997$165,994 â–¼-0.9%49,9493.9%TechnologyFIDELITY COVINGTON TRUST$18,441,184$1,216,020 â–²7.1%459,5363.9%ENHANCED INTLTACKFairlead Tactical Sector ETF$17,548,213$420,920 â–²2.5%554,8123.7%ETFAAPLApple$15,409,537$23,689,262 â–¼-60.6%53,2543.2%TechnologyIVViShares Core S&P 500 ETF$14,725,103$1,157,010 â–¼-7.3%19,6633.1%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$14,394,337$1,250,978 â–²9.5%211,6503.0%ETFDXJWisdomTree Japan Hedged Equity Fund$11,366,849$388,861 â–²3.5%65,5072.4%ETFIEFAiShares Core MSCI EAFE ETF$10,831,032$9,175 â–¼-0.1%112,1462.3%ETFVOOVanguard S&P 500 ETF$10,769,849$32,967 â–¼-0.3%15,6812.3%ETFCAPITAL GROUP INTERNATIONAL$9,923,402$2,618,298 â–¼-20.9%269,8042.1%SHSFIDELITY COVINGTON TRUST$9,434,996$961,248 â–¼-9.2%246,9252.0%FUN SMA MID ETFDOLWisdomTree International LargeCap Dividend Fund$6,806,818$64,474 â–¼-0.9%91,5331.4%ETFIJRiShares Core S&P Small-Cap ETF$6,626,329$530,504 â–¼-7.4%44,6791.4%ETFSPYSPDR S&P 500 ETF Trust$6,406,379$29,870 â–¼-0.5%8,5791.3%ETFLLYEli Lilly and Company$5,564,833$201,485 â–²3.8%4,6401.2%HealthcareGOOGLAlphabet$5,402,410$134,730 â–¼-2.4%15,1171.1%Communication ServicesDFAXDimensional World ex U.S. Core Equity 2 ETF$4,019,5840.0%109,1090.8%ETFGSThe Goldman Sachs Group$3,787,673$15,171 â–²0.4%3,7450.8%FinanceEWJiShares MSCI Japan ETF$3,783,408$192,416 â–²5.4%40,5640.8%ETFCATCaterpillar$3,768,483$174,634 â–¼-4.4%3,5390.8%IndustrialsRSPNInvesco S&P 500 Equal Weight Industrials ETF$3,551,504$7,551 â–²0.2%55,4970.7%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$3,486,730$167,815 â–¼-4.6%36,4640.7%ETFWALMART INC$3,316,092$30,580 â–¼-0.9%29,2790.7%COMGOOGAlphabet$3,306,991$21,908 â–¼-0.7%9,3590.7%Communication ServicesJ P MORGAN EXCHANGE TRADED F$3,279,619$22,363 â–¼-0.7%61,3010.7%ACTIVE BOND ETFCAPITAL GROUP CONSERVATIVE E$3,179,410$1,083,390 â–¼-25.4%96,8740.7%SHSSMMDiShares Russell 2500 ETF$2,977,2420.0%32,4920.6%ETFJNJJohnson & Johnson$2,583,420$28,445 â–²1.1%10,1720.5%HealthcareNVDANVIDIA$2,455,043$75,832 â–¼-3.0%12,2700.5%TechnologyRDVTRed Violet$2,299,973$367,983 â–¼-13.8%36,0950.5%IndustrialsCSCOCisco Systems$2,128,882$41,934 â–¼-1.9%18,1240.4%TechnologyQQQInvesco QQQ$2,121,1770.0%2,8800.4%ETFIWMiShares Russell 2000 ETF$2,077,642$300 â–²0.0%6,9150.4%ETFAVGOBroadcom$2,040,232$422,703 â–¼-17.2%5,4010.4%TechnologyTXNTexas Instruments$1,918,000$2,981 â–¼-0.2%6,4350.4%TechnologyJPMJPMorgan Chase & Co.$1,867,787$104,748 â–²5.9%5,7060.4%FinanceJ P MORGAN EXCHANGE TRADED F$1,804,603$525,519 â–²41.1%19,6250.4%JPMORGAN INTL VLMCDMcDonald's$1,803,318$27,843 â–¼-1.5%6,6710.4%Consumer DiscretionaryKINSKingstone Companies$1,658,182$149,976 â–¼-8.3%87,1350.3%FinanceSUBiShares Short-Term National Muni Bond ETF$1,644,999$23,317 â–²1.4%15,4500.3%ETFRTXRTX$1,592,594$16,317 â–¼-1.0%8,3940.3%IndustrialsMARMarriott International$1,589,080$4,076 â–¼-0.3%4,2880.3%Consumer DiscretionaryMEARiShares Short Maturity Municipal Bond Active ETF$1,575,058$96,728 â–²6.5%31,2640.3%ETFMAMastercard$1,540,559$46,217 â–¼-2.9%3,0000.3%FinanceXLUUtilities Select Sector SPDR Fund$1,522,245$33,642 â–¼-2.2%33,5740.3%ETFABBVAbbVie$1,512,356$34,726 â–²2.4%6,0100.3%HealthcareTJXTJX Companies$1,492,664$13,937 â–¼-0.9%9,8530.3%Consumer DiscretionaryITOTiShares Core S&P Total U.S. Stock Market ETF$1,457,4030.0%8,8720.3%ETFAMZNAmazon.com$1,380,709$8,104 â–²0.6%5,7930.3%Consumer DiscretionaryVIGVanguard Dividend Appreciation ETF$1,365,536$3,786 â–²0.3%5,7710.3%ETFAMGNAmgen$1,334,050$33,315 â–¼-2.4%3,6840.3%HealthcareIWRiShares Russell Mid-Cap ETF$1,321,523$433,888 â–¼-24.7%11,9790.3%ETFVTVVanguard Value ETF$1,301,495$9,807 â–¼-0.7%5,9720.3%ETFXLEEnergy Select Sector SPDR Fund$1,291,260$531 â–¼0.0%24,3130.3%ETFMRKMerck & Co., Inc.$1,262,662$124,133 â–¼-9.0%9,8260.3%HealthcareQCOMQualcomm$1,248,101$10,903 â–¼-0.9%6,7540.3%TechnologyKOCocaCola$1,234,426$70,950 â–¼-5.4%15,1890.3%Consumer StaplesSPMDSPDR Portfolio S&P 400 Mid Cap ETF$1,226,146$6,283 â–¼-0.5%18,1490.3%ETFMSMorgan Stanley$1,191,549$1,045 â–²0.1%5,7000.2%FinanceVTIVanguard Total Stock Market ETF$1,178,947$214,623 â–²22.3%3,1860.2%ETFTATTTAT Technologies$1,175,365$1,175,365 â–²New Holding24,3700.2%IndustrialsSYKStryker$1,174,413$58,878 â–¼-4.8%3,7300.2%HealthcareVOVanguard Mid-Cap ETF$1,156,9850.0%14,3600.2%ETFHDHome Depot$1,118,165$83,598 â–¼-7.0%3,1700.2%Consumer DiscretionaryCOSTCostco Wholesale$1,109,704$23,392 â–²2.2%1,1860.2%Consumer StaplesMOAltria Group$1,105,3410.0%15,3630.2%Consumer StaplesVLOValero Energy$1,088,639$213,561 â–¼-16.4%4,1800.2%EnergySPHQInvesco S&P 500 Quality ETF$1,085,7050.0%12,0500.2%ETFBACBank of America$1,081,830$39,943 â–²3.8%18,9860.2%FinanceLMTLockheed Martin$1,047,393$49,924 â–¼-4.5%2,0560.2%IndustrialsBALLBall$1,010,693$811 â–¼-0.1%16,1970.2%MaterialsTRVTravelers Companies$1,002,581$16,176 â–²1.6%3,0370.2%FinanceADIAnalog Devices$959,914$25,815 â–¼-2.6%2,4170.2%TechnologyUNHUnitedHealth Group$947,687$76,064 â–²8.7%2,2800.2%HealthcareSPLGSPDR Portfolio S&P 500 ETF$946,118$67,316 â–²7.7%10,7660.2%ETFVBVanguard Small-Cap ETF$945,8530.0%3,1200.2%ETFMETAMeta Platforms$919,702$52,941 â–²6.1%1,6330.2%Communication ServicesVVisa$909,853$114,932 â–¼-11.2%2,6520.2%FinanceVEAVanguard FTSE Developed Markets ETF$901,384$13,538 â–²1.5%12,6510.2%ETFBOSCB.O.S. Better Online Solutions$894,175$79,635 â–²9.8%199,1480.2%TechnologyDGROiShares Core Dividend Growth ETF$894,0950.0%11,7970.2%ETFRPIDRapid Micro Biosystems$875,380$127,138 â–²17.0%506,0000.2%HealthcareDHRDanaher$872,523$32,951 â–¼-3.6%4,5810.2%HealthcareCVXChevron$812,883$9,614 â–¼-1.2%4,9040.2%EnergyIBMInternational Business Machines$791,855$102,075 â–²14.8%2,8160.2%TechnologySCHASchwab US Small-Cap ETF$782,876$1,084 â–²0.1%21,6680.2%ETFVTEBVanguard Tax-Exempt Bond ETF$757,932$21,749 â–¼-2.8%14,9850.2%ETFAONAON$743,649$3,980 â–²0.5%2,2420.2%FinanceRSGRepublic Services$712,834$4,688 â–¼-0.7%3,3450.1%IndustrialsXLIIndustrial Select Sector SPDR Fund$706,234$2,963 â–¼-0.4%3,8130.1%ETFPHParker-Hannifin$703,268$47,928 â–²7.3%7190.1%IndustrialsAGGiShares Core U.S. Aggregate Bond ETF$689,835$10,691 â–¼-1.5%6,9690.1%ETFPGProcter & Gamble$687,246$57,185 â–²9.1%4,6870.1%Consumer StaplesLNSRLENSAR$674,351$297,491 â–²78.9%118,1000.1%HealthcareXOMExxonMobil$673,2010.0%4,9240.1%EnergyShowing largest 100 holdings. 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