Evernest Financial Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 6, 2026), Evernest Financial Advisors, LLC reported 191 stock positions worth $478.1 million. Its top holding was SS SPDR P S&P 600 Small Cap (SPSM) at 7.2% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 6.7%) and Invesco S&P 500 Equal Weight (RSP, 5.5%). Compared with Q1 2026, it opened 22 new positions, sold out of 12, added to 59 and reduced 77. The biggest buy was SS SPDR P S&P 600 Small Cap (SPSM, shares +7%) and the biggest sale Apple (AAPL, shares −61%).
- Most Recent 13F
- Q2 2026
- Location
- CARMEL, IN
- CIK
- 0002009530
- Portfolio Value
- $478.1M (Q2 2026)
- SEC Filing
- 0002009530-26-000006 ↗ filed Aug 6, 2026
Holdings Value
Holdings 191 stocks · $478.1M
| SPSM SS SPDR P S&P 600 Small Cap | 7.24% | 599,855 | $34.6M | Add +6.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 6.74% | 64,421 | $32.2M | Reduce -0.1% |
| RSP Invesco S&P 500 Equal Weight | 5.54% | 124,588 | $26.5M | Add +9.2% |
| IJH iShares Core S&P Midcap ETF | 5.10% | 316,310 | $24.4M | Add +1.2% |
| GLDM SPDR Gold Minishares Trust | 4.56% | 274,270 | $21.8M | Reduce -1.9% |
| MSFT Microsoft Corp. | 3.90% | 49,949 | $18.6M | Reduce -0.9% |
| FENI Fidelity Enhanced Intl ETF | 3.86% | 459,536 | $18.4M | Add +7.1% |
| TACK Fairlead Tactical Sector ETF | 3.67% | 554,812 | $17.5M | Add +2.5% |
| AAPL Apple Inc. | 3.22% | 53,254 | $15.4M | Reduce -60.6% |
| IVV iShares Core S&P 500 ETF | 3.08% | 19,663 | $14.7M | Reduce -7.3% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 3.01% | 211,650 | $14.4M | Add +9.5% |
| DXJ Wisdomtree Japan Hedged Eq | 2.38% | 65,507 | $11.4M | Add +3.5% |
| IEFA iShares Core MSCI Eafe ETF | 2.27% | 112,146 | $10.8M | Reduce -0.1% |
| VOO Vanguard S&P 500 ETF | 2.25% | 15,681 | $10.8M | Reduce -0.3% |
| CGIE Cap Group Intl Equity filed as CAPITAL GROUP INTERNATIONAL | 2.08% | 269,804 | $9.9M | Reduce -20.9% |
| FFSM Fidelity FNDM SM Mid Cap ETF | 1.97% | 246,925 | $9.4M | Reduce -9.3% |
| DOL Wisdomtree TR DVLP Intnl-Usd | 1.42% | 91,533 | $6.8M | Reduce -0.9% |
| IJR iShares Core S&P Small-Cap E | 1.39% | 44,679 | $6.6M | Reduce -7.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.34% | 8,579 | $6.4M | Reduce -0.5% |
| LLY Eli Lilly & Co. | 1.16% | 4,640 | $5.6M | Add +3.8% |
| GOOGL Alphabet Inc. Class A | 1.13% | 15,117 | $5.4M | Reduce -2.4% |
| DFAX Dimensional World Ex US Core | 0.84% | 109,109 | $4.0M | No change |
| GS Goldman Sachs Group Inc. | 0.79% | 3,745 | $3.8M | Add +0.4% |
| EWJ iShares MSCI Japan ETF | 0.79% | 40,564 | $3.8M | Add +5.4% |
| CAT Caterpillar Inc. | 0.79% | 3,539 | $3.8M | Reduce -4.4% |
| RSPN Invesco S&P 500 Equal Weight | 0.74% | 55,497 | $3.6M | Add +0.2% |
| DGRW Wisdomtree U.S. Quality Divi | 0.73% | 36,464 | $3.5M | Reduce -4.6% |
| WMT Walmart Inc. | 0.69% | 29,279 | $3.3M | Reduce -0.9% |
| GOOG Alphabet Inc. Class C | 0.69% | 9,359 | $3.3M | Reduce -0.7% |
| JBND JPMorgan Active Bond ETF | 0.69% | 61,301 | $3.3M | Reduce -0.7% |
| CGCV Cap Group Conservative Eq filed as CAPITAL GROUP CONSERVATIVE E | 0.66% | 96,874 | $3.2M | Reduce -25.4% |
| SMMD iShares Russell 2500 ETF | 0.62% | 32,492 | $3.0M | No change |
| JNJ Johnson & Johnson | 0.54% | 10,172 | $2.6M | Add +1.1% |
| NVDA Nvidia Corp. | 0.51% | 12,270 | $2.5M | Reduce -3.0% |
| RDVT Red Violet Inc. | 0.48% | 36,095 | $2.3M | Reduce -13.8% |
| CSCO Cisco Systems Inc. | 0.45% | 18,124 | $2.1M | Reduce -1.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.44% | 2,880 | $2.1M | No change |
| IWM iShares Russell 2000 ETF | 0.43% | 6,915 | $2.1M | Add +0.0% |
| AVGO Broadcom Inc. | 0.43% | 5,401 | $2.0M | Reduce -17.2% |
| TXN Texas Instruments Inc. | 0.40% | 6,435 | $1.9M | Reduce -0.2% |
| JPM JPMorgan Chase & Co. | 0.39% | 5,706 | $1.9M | Add +5.9% |
| JIVE JPM Interntl Value ETF filed as J P MORGAN EXCHANGE TRADED F | 0.38% | 19,625 | $1.8M | Add +41.1% |
| MCD McDonald's Corp. | 0.38% | 6,671 | $1.8M | Reduce -1.5% |
| KINS Kingstone Cos Inc. | 0.35% | 87,135 | $1.7M | Reduce -8.3% |
| SUB iShares Short-Term National | 0.34% | 15,450 | $1.6M | Add +1.4% |
| RTX RTX Corp. | 0.33% | 8,394 | $1.6M | Reduce -1.0% |
| MAR Marriott International Class A | 0.33% | 4,288 | $1.6M | Reduce -0.3% |
| MEAR Ishrs Short Mat Muni Act ETF | 0.33% | 31,264 | $1.6M | Add +6.5% |
| MA Mastercard Inc. Class A | 0.32% | 3,000 | $1.5M | Reduce -2.9% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.32% | 33,574 | $1.5M | Reduce -2.2% |
| ABBV Abbvie Inc. | 0.32% | 6,010 | $1.5M | Add +2.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.31% | 9,853 | $1.5M | Reduce -0.9% |
| ITOT iShares Core S&P Total U.S. | 0.30% | 8,872 | $1.5M | No change |
| AMZN Amazon.com Inc. | 0.29% | 5,793 | $1.4M | Add +0.6% |
| VIG Vanguard Dividend Apprec ETF | 0.29% | 5,771 | $1.4M | Add +0.3% |
| AMGN Amgen Inc. | 0.28% | 3,684 | $1.3M | Reduce -2.4% |
| IWR iShares Russell Mid-Cap ETF | 0.28% | 11,979 | $1.3M | Reduce -24.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.27% | 5,972 | $1.3M | Reduce -0.8% |
| XLE SS Energy Select Sector | 0.27% | 24,313 | $1.3M | Reduce -0.0% |
| MRK Merck & Co. Inc. | 0.26% | 9,826 | $1.3M | Reduce -8.9% |
| QCOM Qualcomm Inc. | 0.26% | 6,754 | $1.2M | Reduce -0.9% |
| KO The Coca-Cola Co. | 0.26% | 15,189 | $1.2M | Reduce -5.4% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.26% | 18,149 | $1.2M | Reduce -0.5% |
| MS Morgan Stanley | 0.25% | 5,700 | $1.2M | Add +0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.25% | 3,186 | $1.2M | Add +22.3% |
| TATT Tat Technologies Ltd. | 0.25% | 24,370 | $1.2M | New |
| SYK Stryker Corp. | 0.25% | 3,730 | $1.2M | Reduce -4.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.24% | 14,360 | $1.2M | Reduce -75.0% |
| HD Home Depot Inc. | 0.23% | 3,170 | $1.1M | Reduce -7.0% |
| COST Costco Wholesale Corp. | 0.23% | 1,186 | $1.1M | Add +2.1% |
| MO Altria Group Inc. | 0.23% | 15,363 | $1.1M | No change |
| VLO Valero Energy Corp. | 0.23% | 4,180 | $1.1M | Reduce -16.4% |
| SPHQ Invesco S&P 500 Quality ETF | 0.23% | 12,050 | $1.1M | No change |
| BAC Bank of America Corp. | 0.23% | 18,986 | $1.1M | Add +3.8% |
| LMT Lockheed Martin Corp. | 0.22% | 2,056 | $1.0M | Reduce -4.5% |
| BALL Ball Corp. | 0.21% | 16,197 | $1.0M | Reduce -0.1% |
| TRV The Travelers Cos Inc. | 0.21% | 3,037 | $1.0M | Add +1.6% |
| ADI Analog Devices Inc. | 0.20% | 2,417 | $960K | Reduce -2.6% |
| UNH Unitedhealth Group Inc. | 0.20% | 2,280 | $948K | Add +8.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.20% | 10,766 | $946K | Add +7.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.20% | 3,120 | $946K | No change |
| META Meta Platforms Inc. Class A | 0.19% | 1,633 | $920K | Add +6.1% |
| V Visa Inc. Class A | 0.19% | 2,652 | $910K | Reduce -11.2% |
| VEA Vanguard Ftse Developed ETF | 0.19% | 12,651 | $901K | Add +1.5% |
| BOSC Bos Better on-Line Solutions | 0.19% | 199,148 | $894K | Add +9.8% |
| DGRO iShares Core Dividend Growth | 0.19% | 11,797 | $894K | No change |
| RPID Rapid Micro Biosystems Inc. Class A | 0.18% | 506,000 | $875K | Add +17.0% |
| DHR Danaher Corp. | 0.18% | 4,581 | $873K | Reduce -3.6% |
| CVX Chevron Corp. | 0.17% | 4,904 | $813K | Reduce -1.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.17% | 2,816 | $792K | Add +14.8% |
| SCHA Schwab US Small-Cap ETF | 0.16% | 21,668 | $783K | Add +0.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.16% | 14,985 | $758K | Reduce -2.8% |
| AON Aon PLC Class A | 0.16% | 2,242 | $744K | Add +0.5% |
| RSG Republic Services Inc. | 0.15% | 3,345 | $713K | Reduce -0.7% |
| XLI SS Industrial Select Sector | 0.15% | 3,813 | $706K | Reduce -0.4% |
| PH Parker Hannifin Corp. | 0.15% | 719 | $703K | Add +7.3% |
| AGG iShares Core U.S. Aggregate | 0.14% | 6,969 | $690K | Reduce -1.5% |
| PG The Procter & Gamble Co. | 0.14% | 4,687 | $687K | Add +9.1% |
| LNSR Lensar Inc. | 0.14% | 118,100 | $674K | Add +78.9% |
| XOM Exxon Mobil Corp. | 0.14% | 4,924 | $673K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| AAPL Apple Inc. | Reduce -60.6% | 3.22% | −4.29 |
| GLDM SPDR Gold Minishares Trust | Reduce -1.9% | 4.56% | −0.83 |
| MSFT Microsoft Corp. | Reduce -0.9% | 3.90% | −0.55 |
| CGIE Cap Group Intl Equity | Reduce -20.9% | 2.08% | −0.43 |
| XPEL Xpel Inc. | Sold out | 0.00% | −0.20 |
| CGCV Cap Group Conservative Eq | Reduce -25.4% | 0.66% | −0.17 |
| AVGO Broadcom Inc. | Reduce -17.2% | 0.43% | −0.14 |
| CURI Curiositystream Inc. | Sold out | 0.00% | −0.09 |
| WMT Walmart Inc. | Reduce -0.9% | 0.69% | −0.09 |
| IVV iShares Core S&P 500 ETF | Reduce -7.3% | 3.08% | −0.09 |
| HON Honeywell International Inc. | Reduce -1.3% | 0.08% | −0.08 |
| CPSH CPS Technologies Corp. | Sold out | 0.00% | −0.07 |
| IWR iShares Russell Mid-Cap ETF | Reduce -24.7% | 0.28% | −0.07 |
| PRPO Precipio Inc. | Sold out | 0.00% | −0.06 |
| WEEL Peerless Option Income Wheel | Sold out | 0.00% | −0.06 |
| HGBL Heritage Global Inc. | Sold out | 0.00% | −0.06 |
| NVDA Nvidia Corp. | Reduce -3.0% | 0.51% | −0.06 |
| IAU iShares Gold Trust | Sold out | 0.00% | −0.05 |
| XLRE SS Real Estate Select Sector | Sold out | 0.00% | −0.05 |
| CBRE CBRE Group Inc. Class A | Sold out | 0.00% | −0.04 |
| EPD Enterprise Products Partners | Reduce -23.2% | 0.12% | −0.04 |
| INVE Inve Technologies Inc. | Sold out | 0.00% | −0.04 |
| CEG Constellation Energy | Reduce -16.2% | 0.08% | −0.04 |
| NTWK Netsol Technologies Inc. | Sold out | 0.00% | −0.04 |
| MCD McDonald's Corp. | Reduce -1.5% | 0.38% | −0.03 |
| SYK Stryker Corp. | Reduce -4.8% | 0.25% | −0.02 |
| FFSM Fidelity FNDM SM Mid Cap ETF | Reduce -9.3% | 1.97% | −0.02 |
| CVX Chevron Corp. | Reduce -1.2% | 0.17% | −0.02 |
| VLO Valero Energy Corp. | Reduce -16.4% | 0.23% | −0.02 |
| XLE SS Energy Select Sector | Reduce -0.0% | 0.27% | −0.02 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -4.6% | 0.73% | −0.02 |
| DIS The Walt Disney Co. | Reduce -14.9% | 0.06% | −0.02 |
| CRH CRH PLC | Reduce -16.8% | 0.04% | −0.01 |
| TJX TJX Companies Inc. | Reduce -0.9% | 0.31% | −0.01 |
| NOC Northrop Grumman Corp. | Reduce -5.1% | 0.07% | −0.01 |
| BLK BlackRock Inc. | Reduce -4.3% | 0.09% | −0.01 |
| SPG Simon Property Group Inc. | Reduce -26.7% | 0.06% | −0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -2.2% | 0.32% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -4.5% | 0.22% | −0.01 |
| SWAG Stran & Co. Inc. | Sold out | 0.00% | −0.01 |
| XLB SS Materials Select Sector | Reduce -4.5% | 0.14% | −0.01 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -24.9% | 0.07% | −0.01 |
| ABT Abbott Laboratories | Reduce -7.4% | 0.08% | −0.01 |
| TDVG T Rowe Price Dividend Growth | Reduce -15.9% | 0.06% | −0.01 |
| LNG Cheniere Energy Inc. | Reduce -0.3% | 0.07% | −0.01 |
| MRSH Marsh & McLennan Cos | Reduce -6.8% | 0.06% | −0.01 |
| JBND JPMorgan Active Bond ETF | Reduce -0.7% | 0.69% | −0.00 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -2.8% | 0.16% | −0.00 |
| MA Mastercard Inc. Class A | Reduce -2.9% | 0.32% | −0.00 |
| WFC Wells Fargo & Co. | Reduce -5.4% | 0.09% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| SPSM SS SPDR P S&P 600 Small Cap | Add +6.7% | 7.24% | +1.04 |
| RSP Invesco S&P 500 Equal Weight | Add +9.2% | 5.54% | +0.76 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +9.5% | 3.01% | +0.44 |
| FENI Fidelity Enhanced Intl ETF | Add +7.1% | 3.86% | +0.39 |
| IJH iShares Core S&P Midcap ETF | Add +1.2% | 5.10% | +0.37 |
| LLY Eli Lilly & Co. | Add +3.8% | 1.16% | +0.36 |
| DXJ Wisdomtree Japan Hedged Eq | Add +3.5% | 2.38% | +0.26 |
| TATT Tat Technologies Ltd. | New | 0.25% | +0.25 |
| TACK Fairlead Tactical Sector ETF | Add +2.5% | 3.67% | +0.22 |
| SMTI Sanara Medtech Inc. | New | 0.13% | +0.13 |
| JIVE JPM Interntl Value ETF | Add +41.1% | 0.38% | +0.12 |
| EWJ iShares MSCI Japan ETF | Add +5.4% | 0.79% | +0.09 |
| TSSI TSS Inc. | New | 0.09% | +0.09 |
| ABBV Abbvie Inc. | Add +2.4% | 0.32% | +0.08 |
| MU Micron Technology Inc. | New | 0.07% | +0.07 |
| SPCX Space Exploration Techn Class A | New | 0.07% | +0.07 |
| LNSR Lensar Inc. | Add +78.9% | 0.14% | +0.07 |
| JNJ Johnson & Johnson | Add +1.1% | 0.54% | +0.07 |
| GS Goldman Sachs Group Inc. | Add +0.4% | 0.79% | +0.07 |
| MAGX Rdhill Daily 2X LM Seven ETF | New | 0.06% | +0.06 |
| PANW Palo Alto Networks Inc. | New | 0.06% | +0.06 |
| SIF Sifco Industries | New | 0.06% | +0.06 |
| VTI VG Morningstar TS MKT ETF-US | Add +22.3% | 0.25% | +0.06 |
| JAKK Jakks Pacific Inc. | New | 0.05% | +0.05 |
| KLAC KLA Corp. | New | 0.05% | +0.05 |
| SPCB Supercom Ltd. | New | 0.05% | +0.05 |
| AIR Aar Corp. | New | 0.05% | +0.05 |
| IBM Intl Business Machines Corp. | Add +14.8% | 0.17% | +0.05 |
| AMD Advanced Micro Devices | New | 0.05% | +0.05 |
| PNC PNC Financial Services Group | New | 0.05% | +0.05 |
| TSLA Tesla Inc. | New | 0.05% | +0.05 |
| SEZL Sezzle Inc. | New | 0.04% | +0.04 |
| XLV SS Health Care Select Sector | New | 0.04% | +0.04 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 0.04% | +0.04 |
| UNH Unitedhealth Group Inc. | Add +8.7% | 0.20% | +0.04 |
| PGR Progressive Corp. | New | 0.04% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +5.9% | 0.39% | +0.04 |
| RSPN Invesco S&P 500 Equal Weight | Add +0.2% | 0.74% | +0.04 |
| DHX Dhi Group Inc. | New | 0.04% | +0.04 |
| MAMA Mama's Creations Inc. | Add +27.2% | 0.10% | +0.04 |
| IWM iShares Russell 2000 ETF | Add +0.0% | 0.43% | +0.04 |
| PEW Grabagun Digital Holdings Inc. | New | 0.03% | +0.03 |
| BAC Bank of America Corp. | Add +3.8% | 0.23% | +0.03 |
| MS Morgan Stanley | Add +0.1% | 0.25% | +0.02 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +7.7% | 0.20% | +0.02 |
| MEAR Ishrs Short Mat Muni Act ETF | Add +6.5% | 0.33% | +0.02 |
| TRV The Travelers Cos Inc. | Add +1.6% | 0.21% | +0.02 |
| EEM iShares MSCI Emerging Market | Add +16.5% | 0.09% | +0.02 |
| SCHA Schwab US Small-Cap ETF | Add +0.1% | 0.16% | +0.02 |
| VIG Vanguard Dividend Apprec ETF | Add +0.3% | 0.29% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 191 | $478.1M | SPSM, BRK.B, RSP, IJH, GLDM |
| Q1 2026 | 180 | $481.4M | AAPL, BRK.B, SPSM, GLDM, RSP |
| Q4 2025 | 185 | $477.1M | AAPL, GLDM, BRK.B, MSFT, SPSM |
| Q3 2025 | 188 | $356.9M | GLDM, IVV, IJH, RSP, FFSM |
| Q2 2025 | 171 | $309.0M | GLDM, IVV, IJH, RSP, FFSM |
| Q1 2025 | 148 | $278.6M | GLDM, IVV, IJH, RSP, DXJ |
| Q4 2024 | 162 | $385.5M | AAPL, BRK.B, MSFT, GLDM, IVV |
| Q3 2024 | 161 | $370.9M | AAPL, BRK.B, MSFT, IVV, GLDM |
| Q2 2024 | 128 | $223.2M | IVV, IJH, IEFA, GLDM, RSP |
| Q1 2024 | 125 | $211.3M | IVV, IJH, GLDM, IEFA, RSP |