Evernest Financial Advisors, LLC Top Holdings and 13F Report (2026)

About Evernest Financial Advisors, LLC

Investment Activity

Evernest Financial Advisors, LLC has $481.41 million in total holdings as of March 31, 2026.
Evernest Financial Advisors, LLC owns shares of 180 different stocks, but just 39 companies or ETFs make up 80% of its holdings.
Approximately 8.82% of the portfolio was purchased this quarter.
About 6.94% of the portfolio was sold this quarter.
This quarter, Evernest Financial Advisors, LLC has purchased 185 new stocks and bought additional shares in 73 stocks.
Evernest Financial Advisors, LLC sold shares of 65 stocks and completely divested from 12 stocks this quarter.

Largest Holdings

Apple: $36,160,035
Berkshire Hathaway: $30,477,805
SPDR Portfolio S&P 600 Small Cap ETF: $29,845,781
SPDR Gold MiniShares Trust: $25,910,840
Invesco S&P 500 Equal Weight ETF: $23,014,763

Largest New Holdings this Quarter

46654Q757 - J P MORGAN EXCHANGE TRADED F: $1,240,161 Holding
98379L100 - XPEL: $941,625 Holding
073463309 - THE BEACHBODY COMPANY INC: $444,557 Holding
52634L108 - LENSAR: $343,860 Holding
828806109 - Simon Property Group: $339,140 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 600 Small Cap ETF: 162,285 shares (about $8.62M)
iShares U.S. Equity Factor Rotation Active ETF: 106,754 shares (about $6.83M)
Fairlead Tactical Sector ETF: 201,285 shares (about $6.18M)
Invesco S&P 500 Equal Weight ETF: 19,175 shares (about $3.87M)
FIDELITY COVINGTON TRUST: 78,997 shares (about $3.07M)

Largest Sales this Quarter

WisdomTree Floating Rate Treasury Fund: 101,358 shares (about $5.10M)
FIDELITY COVINGTON TRUST: 130,061 shares (about $4.59M)
CAPITAL GROUP CONSERVATIVE E: 119,994 shares (about $3.73M)
SPDR Gold MiniShares Trust: 39,707 shares (about $3.68M)
CAPITAL GROUP INTERNATIONAL: 82,093 shares (about $2.90M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$36,160,035	$26,493 ▲	0.1%	135,122	7.5%	Computer and Technology
BRK.B Berkshire Hathaway	$30,477,805		0.0%	64,461	6.3%	Finance
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$29,845,781	$8,617,340 ▲	40.6%	562,067	6.2%	ETF
GLDM SPDR Gold MiniShares Trust	$25,910,840	$3,678,060 ▼	-12.4%	279,724	5.4%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$23,014,763	$3,869,325 ▲	20.2%	114,053	4.8%	ETF
IJH iShares Core S&P Mid-Cap ETF	$22,768,040	$2,756,193 ▲	13.8%	312,576	4.7%	ETF
MSFT Microsoft	$21,408,514	$394,660 ▼	-1.8%	50,394	4.4%	Computer and Technology
FIDELITY COVINGTON TRUST	$16,697,218	$3,072,986 ▲	22.6%	429,234	3.5%	ENHANCED INTL
TACK Fairlead Tactical Sector ETF	$16,618,767	$6,177,440 ▲	59.2%	541,504	3.5%	ETF
IVV iShares Core S&P 500 ETF	$15,237,961	$520,913 ▼	-3.3%	21,208	3.2%	ETF
DYNF iShares U.S. Equity Factor Rotation Active ETF	$12,364,491	$6,830,106 ▲	123.4%	193,256	2.6%	ETF
CAPITAL GROUP INTERNATIONAL	$12,047,241	$2,900,344 ▼	-19.4%	340,992	2.5%	SHS
IEFA iShares Core MSCI EAFE ETF	$10,624,701	$60,866 ▼	-0.6%	112,241	2.2%	ETF
VOO Vanguard S&P 500 ETF	$10,342,033	$4,603 ▼	0.0%	15,729	2.1%	ETF
DXJ WisdomTree Japan Hedged Equity Fund	$10,173,187	$574,700 ▲	6.0%	63,266	2.1%	Finance
FIDELITY COVINGTON TRUST	$9,601,782	$4,589,857 ▼	-32.3%	272,082	2.0%	FUNDAMENTAL SMAL
DOL WisdomTree International LargeCap Dividend Fund	$6,622,308	$37,627 ▼	-0.6%	92,400	1.4%	Finance
IJR iShares Core S&P Small-Cap ETF	$6,589,824	$2,167,066 ▼	-24.7%	48,256	1.4%	ETF
SPY SPDR S&P 500 ETF Trust	$6,163,773		0.0%	8,619	1.3%	Finance
GOOGL Alphabet	$5,428,312	$44,845 ▲	0.8%	15,494	1.1%	Computer and Technology
CAPITAL GROUP CONSERVATIVE E	$4,039,388	$3,731,809 ▼	-48.0%	129,884	0.8%	SHS
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$3,951,943	$100,583 ▼	-2.5%	109,109	0.8%	ETF
LLY Eli Lilly and Company	$3,882,858	$184,939 ▲	5.0%	4,472	0.8%	Medical
WALMART INC	$3,770,103	$18,883 ▲	0.5%	29,549	0.8%	COM
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$3,587,630	$1,992,398 ▼	-35.7%	38,219	0.7%	Manufacturing
GS The Goldman Sachs Group	$3,497,840	$26,257 ▲	0.8%	3,730	0.7%	Finance
RSPN Invesco S&P 500 Equal Weight Industrials ETF	$3,384,195	$3,728 ▼	-0.1%	55,379	0.7%	ETF
EWJ iShares MSCI Japan ETF	$3,375,798	$787,023 ▲	30.4%	38,501	0.7%	ETF
J P MORGAN EXCHANGE TRADED F	$3,321,700	$271,897 ▲	8.9%	61,719	0.7%	ACTIVE BOND ETF
GOOG Alphabet	$3,283,510	$103,514 ▼	-3.1%	9,421	0.7%	Computer and Technology
CAT Caterpillar	$3,068,805	$58,840 ▲	2.0%	3,703	0.6%	Industrials
SMMD iShares Russell 2500 ETF	$2,742,325	$280,292 ▲	11.4%	32,492	0.6%	ETF
NVDA NVIDIA	$2,739,955	$643,994 ▼	-19.0%	12,649	0.6%	Computer and Technology
AVGO Broadcom	$2,726,567	$105,801 ▲	4.0%	6,520	0.6%	Computer and Technology
JNJ Johnson & Johnson	$2,266,953	$99,151 ▲	4.6%	10,060	0.5%	Medical
MCD McDonald's	$1,965,833	$50,785 ▲	2.7%	6,774	0.4%	Retail/Wholesale
IWM iShares Russell 2000 ETF	$1,916,177	$277 ▲	0.0%	6,914	0.4%	Finance
QQQ Invesco QQQ	$1,913,294	$1,993 ▲	0.1%	2,880	0.4%	Finance
TXN Texas Instruments	$1,736,855	$76,804 ▲	4.6%	6,445	0.4%	Computer and Technology
JPM JPMorgan Chase & Co.	$1,678,297	$60,451 ▼	-3.5%	5,386	0.3%	Finance
KINS Kingstone Companies	$1,665,629	$1,212,356 ▼	-42.1%	95,016	0.3%	Finance
IWR iShares Russell Mid-Cap ETF	$1,650,870		0.0%	15,912	0.3%	ETF
CSCO Cisco Systems	$1,631,161	$165,490 ▲	11.3%	18,481	0.3%	Computer and Technology
SUB iShares Short-Term National Muni Bond ETF	$1,624,642	$111,360 ▲	7.4%	15,231	0.3%	ETF
XLU Utilities Select Sector SPDR Fund	$1,585,056	$102,496 ▲	6.9%	34,316	0.3%	ETF
RDVT Red Violet	$1,567,613	$519,293 ▲	49.5%	41,870	0.3%	Computer and Technology
TJX TJX Companies	$1,566,071	$5,984 ▼	-0.4%	9,945	0.3%	Retail/Wholesale
MA Mastercard	$1,564,631	$33,419 ▼	-2.1%	3,090	0.3%	Business Services
MAR Marriott International	$1,550,646	$25,610 ▲	1.7%	4,299	0.3%	Consumer Discretionary
AMZN Amazon.com	$1,503,796	$1,044 ▼	-0.1%	5,759	0.3%	Retail/Wholesale
MEAR iShares Short Maturity Municipal Bond Active ETF	$1,478,637	$367,795 ▲	33.1%	29,344	0.3%	ETF
RTX RTX	$1,470,262	$86,517 ▲	6.3%	8,480	0.3%	Aerospace
ITOT iShares Core S&P Total U.S. Stock Market ETF	$1,388,912		0.0%	8,872	0.3%	ETF
XLE Energy Select Sector SPDR Fund	$1,380,830	$52,853 ▼	-3.7%	24,323	0.3%	ETF
VIG Vanguard Dividend Appreciation ETF	$1,300,544	$3,390 ▲	0.3%	5,755	0.3%	ETF
SYK Stryker	$1,288,694	$5,593 ▲	0.4%	3,917	0.3%	Medical
AMGN Amgen	$1,284,520	$58,511 ▲	4.8%	3,776	0.3%	Medical
J P MORGAN EXCHANGE TRADED F	$1,240,161	$1,240,161 ▲	New Holding	13,910	0.3%	JPMORGAN INTL VL
VTV Vanguard Value ETF	$1,224,192	$814 ▲	0.1%	6,017	0.3%	ETF
KO CocaCola	$1,211,733	$105,844 ▲	9.6%	16,062	0.3%	Consumer Staples
VLO Valero Energy	$1,191,250		0.0%	5,000	0.2%	Energy
MRK Merck & Co., Inc.	$1,189,621	$5,622 ▲	0.5%	10,792	0.2%	Medical
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$1,164,934	$2,746 ▼	-0.2%	18,242	0.2%	ETF
ABBV AbbVie	$1,159,082	$46,387 ▲	4.2%	5,872	0.2%	Medical
COST Costco Wholesale	$1,158,936	$3,993 ▲	0.3%	1,161	0.2%	Retail/Wholesale
HD Home Depot	$1,132,306	$35,229 ▼	-3.0%	3,407	0.2%	Retail/Wholesale
LMT Lockheed Martin	$1,106,002	$40,564 ▲	3.8%	2,154	0.2%	Aerospace
VO Vanguard Mid-Cap ETF	$1,099,689	$813,739 ▲	284.6%	14,360	0.2%	ETF
MS Morgan Stanley	$1,083,047	$2,092 ▼	-0.2%	5,695	0.2%	Finance
META Meta Platforms	$1,044,295	$454,631 ▼	-30.3%	1,539	0.2%	Computer and Technology
QCOM Qualcomm	$1,023,666	$105,176 ▼	-9.3%	6,813	0.2%	Computer and Technology
RPID Rapid Micro Biosystems	$1,020,724	$725,724 ▲	246.0%	432,510	0.2%	Medical
MO Altria Group	$1,013,934	$16,500 ▲	1.7%	15,363	0.2%	Consumer Staples
BALL Ball	$989,945	$2,260 ▲	0.2%	16,210	0.2%	Industrials
ADI Analog Devices	$974,363	$158,206 ▼	-14.0%	2,482	0.2%	Computer and Technology
SPHQ Invesco S&P 500 Quality ETF	$967,254		0.0%	12,050	0.2%	ETF
BAC Bank of America	$962,333	$104,680 ▼	-9.8%	18,285	0.2%	Finance
XPEL XPEL	$941,625	$941,625 ▲	New Holding	20,250	0.2%	Auto/Tires/Trucks
V Visa	$924,905	$2,477 ▼	-0.3%	2,987	0.2%	Business Services
VTI Vanguard Total Stock Market ETF	$918,693	$124,443 ▼	-11.9%	2,606	0.2%	ETF
CVX Chevron	$916,873	$69,107 ▲	8.2%	4,962	0.2%	Energy
TRV Travelers Companies	$907,582	$25,514 ▼	-2.7%	2,988	0.2%	Finance
VB Vanguard Small-Cap ETF	$884,849	$3,120 ▼	-0.4%	3,120	0.2%	ETF
BOSC B.O.S. Better Online Solutions	$876,220	$688,700 ▼	-44.0%	181,412	0.2%	Computer and Technology
DHR Danaher	$858,605	$50,751 ▲	6.3%	4,754	0.2%	Medical
DGRO iShares Core Dividend Growth ETF	$856,344		0.0%	11,797	0.2%	ETF
VEA Vanguard FTSE Developed Markets ETF	$848,220	$16,949 ▼	-2.0%	12,461	0.2%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$841,702		0.0%	10,000	0.2%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$778,014	$3,886 ▼	-0.5%	15,415	0.2%	ETF
EPD Enterprise Products Partners	$764,400		0.0%	20,000	0.2%	Energy
HON Honeywell International	$762,461	$1,272 ▲	0.2%	3,596	0.2%	Multi-Sector Conglomerates
UNH UnitedHealth Group	$743,828	$39,373 ▼	-5.0%	2,097	0.2%	Medical
XOM ExxonMobil	$729,678	$148 ▲	0.0%	4,924	0.2%	Energy
AON AON	$722,029	$319,894 ▲	79.5%	2,230	0.1%	Finance
XLB Materials Select Sector SPDR Fund	$712,930	$90,670 ▲	14.6%	13,768	0.1%	ETF
MCK McKesson	$711,527		0.0%	859	0.1%	Medical
AGG iShares Core U.S. Aggregate Bond ETF	$703,692	$11,236 ▼	-1.6%	7,077	0.1%	Finance
SCHA Schwab US Small-Cap ETF	$700,429	$18,840 ▼	-2.6%	21,638	0.1%	ETF
SHEL Shell	$695,801		0.0%	8,006	0.1%	Energy
RSG Republic Services	$694,051	$3,092 ▲	0.4%	3,367	0.1%	Business Services

Showing largest 100 holdings. View all holdings.

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Evernest Financial Advisors, LLC Top Holdings and 13F Report (2026)

About Evernest Financial Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Evernest Financial Advisors, LLC Top Holdings and 13F Report (2026)

About Evernest Financial Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofEvernest Financial Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools