Evernest Financial Advisors, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 10, 2024), Evernest Financial Advisors, LLC reported 125 stock positions worth $211.3 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 6.9% of the portfolio, followed by iShares Core S&P Midcap ETF (IJH, 6.4%) and SPDR Gold Minishares Trust (GLDM, 6.0%). Compared with Q4 2023, it opened 12 new positions, sold out of 9, added to 51 and reduced 58. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +56%) and the biggest sale Apple (AAPL, shares −6%).

Most Recent 13F
Q2 2026
Location
CARMEL, IN
CIK
0002009530
Portfolio Value
$211.3M (Q1 2024)
SEC Filing
0002009530-24-000001 ↗ filed May 10, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $211.3M $211.3M Q1 2024 Q2 2024: $223.2M Q2 2024 Q3 2024: $370.9M Q3 2024 Q4 2024: $385.5M Q4 2024 Q1 2025: $278.6M Q1 2025 Q2 2025: $309.0M Q2 2025 Q3 2025: $356.9M Q3 2025 Q4 2025: $477.1M Q4 2025 Q1 2026: $481.4M Q1 2026 Q2 2026: $478.1M Q2 2026

Holdings 125 stocks · $211.3M
IVV iShares Core S&P 500 ETF 6.87% 29,155 $14.5M Add +56.0%
IJH iShares Core S&P Midcap ETF 6.40% 239,019 $13.5M Add +6.1%
GLDM SPDR Gold Minishares Trust 6.04% 269,745 $12.8M Add +0.1%
IEFA iShares Core MSCI Eafe ETF 5.74% 171,241 $12.1M Add +5.8%
RSP Invesco S&P 500 Equal Weight 4.93% 65,156 $10.4M Add +4.8%
NVDA Nvidia Corp. 4.84% 13,407 $10.2M Add +11.9%
DXJ Wisdomtree Japan Hedged Eq 4.41% 88,343 $9.3M Add +2.5%
IJR iShares Core S&P Small-Cap E 4.21% 86,235 $8.9M Add +51.0%
AAPL Apple Inc. 2.59% 33,158 $5.5M Reduce -5.7%
VOO Vanguard S&P 500 ETF 2.29% 10,608 $4.8M Reduce -8.6%
SPY SS SPDR S&P 500 ETF Trust-US 2.08% 8,894 $4.4M Add +1.8%
DOL Wisdomtree TR DVLP Intnl-Usd 2.05% 86,919 $4.3M Reduce -6.4%
USFR Wisdomtree Floating Rate Tre 2.03% 85,087 $4.3M Add +49.0%
MSFT Microsoft Corp. 1.98% 10,489 $4.2M Reduce -10.5%
DFAX Dimensional World Ex US Core 1.83% 156,722 $3.9M Reduce -8.3%
DGRW Wisdomtree U.S. Quality Divi 1.70% 49,709 $3.6M Reduce -0.2%
LLY Eli Lilly & Co. 1.58% 4,596 $3.3M Add +2.8%
RSPN Invesco S&P 500 Equal Weight 1.27% 59,468 $2.7M Add +6.5%
XLE SS Energy Select Sector 0.90% 20,100 $1.9M Reduce -16.0%
RSPG Invesco S&P 500 Equal Weight 0.85% 21,688 $1.8M Reduce -25.1%
GOOGL Alphabet Inc. Class A 0.84% 11,495 $1.8M Add +11.8%
MCD McDonald's Corp. 0.81% 6,313 $1.7M Reduce -13.1%
UNH Unitedhealth Group Inc. 0.81% 3,395 $1.7M Reduce -3.4%
BRK.B Berkshire Hathaway Inc. Class B 0.80% 4,187 $1.7M Reduce -6.0%
VTV Vanguard Mrngstr Val ETF-Aui 0.76% 10,290 $1.6M Reduce -2.9%
MA Mastercard Inc. Class A 0.75% 3,483 $1.6M Reduce -24.5%
GOOG Alphabet Inc. Class C 0.75% 10,113 $1.6M Reduce -27.5%
MRK Merck & Co. Inc. 0.70% 11,744 $1.5M Add +5.6%
CAT Caterpillar Inc. 0.70% 4,163 $1.5M Add +8.5%
ACN Accenture PLC Class A 0.68% 4,505 $1.4M Reduce -5.3%
LMT Lockheed Martin Corp. 0.66% 3,005 $1.4M Reduce -11.3%
VTWO Vanguard Russell 2000 ETF 0.66% 17,728 $1.4M New
JNJ Johnson & Johnson 0.61% 8,745 $1.3M Reduce -11.9%
IWR iShares Russell Mid-Cap ETF 0.59% 15,947 $1.3M Add +90.9%
AGG iShares Core U.S. Aggregate 0.56% 12,451 $1.2M Add +28.9%
QQQ Invesco QQQ Trust Series 1 0.56% 2,840 $1.2M Add +1.2%
DHR Danaher Corp. 0.55% 4,944 $1.2M Reduce -8.4%
HD Home Depot Inc. 0.54% 3,408 $1.1M Add +7.3%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.53% 12,045 $1.1M Reduce -10.1%
MAR Marriott International Class A 0.53% 4,703 $1.1M Add +0.4%
PG The Procter & Gamble Co. 0.50% 6,727 $1.1M Reduce -35.6%
SYK Stryker Corp. 0.50% 3,228 $1.1M Add +0.1%
WMT Walmart Inc. 0.49% 17,365 $1.0M Reduce -54.1%
TXN Texas Instruments Inc. 0.49% 6,468 $1.0M Reduce -2.5%
XOM Exxon Mobil Corp. 0.48% 8,495 $1.0M Add +5.0%
JPM JPMorgan Chase & Co. 0.48% 5,422 $1.0M Add +12.6%
SUB iShares Short-Term National 0.47% 9,435 $987K Add +19.7%
VIG Vanguard Dividend Apprec ETF 0.46% 5,625 $980K Reduce -24.1%
SPYM Ste STR SPDR PT S&P 500 ETF 0.46% 16,594 $966K Add +19.3%
VTEB Vanguard Tax-Exempt Bond ETF 0.45% 19,075 $953K Add +89.8%
V Visa Inc. Class A 0.44% 3,447 $930K Add +7.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.43% 3,843 $903K Add +1.9%
COST Costco Wholesale Corp. 0.42% 1,253 $889K Reduce -16.8%
ADI Analog Devices Inc. 0.41% 4,681 $858K Reduce -37.7%
HON Honeywell International Inc. 0.40% 4,333 $842K Reduce -38.4%
QCOM Qualcomm Inc. 0.39% 5,291 $834K Add +2.2%
LOW Lowe's Cos Inc. 0.38% 3,531 $813K Reduce -64.5%
KO The Coca-Cola Co. 0.38% 13,194 $794K Reduce -0.8%
IWM iShares Russell 2000 ETF 0.37% 4,046 $781K New
SPHQ Invesco S&P 500 Quality ETF 0.37% 13,601 $780K New
CSCO Cisco Systems Inc. 0.35% 15,212 $735K Reduce -3.6%
AMGN Amgen Inc. 0.35% 2,718 $731K Add +4.1%
GS Goldman Sachs Group Inc. 0.34% 1,797 $726K Reduce -10.1%
DGRO iShares Core Dividend Growth 0.34% 12,992 $724K No change
MEAR Ishrs Short Mat Muni Act ETF 0.34% 14,438 $722K Add +21.5%
MCHP Microchip Technology Inc. 0.34% 8,820 $720K Reduce -10.5%
CVX Chevron Corp. 0.34% 4,468 $715K Reduce -0.2%
AMZN Amazon.com Inc. 0.33% 4,051 $707K Add +20.8%
RSG Republic Services Inc. 0.33% 3,658 $694K Reduce -4.0%
ABT Abbott Laboratories 0.33% 6,420 $689K Reduce -19.4%
RTX RTX Corp. 0.31% 6,551 $665K Add +17.1%
META Meta Platforms Inc. Class A 0.31% 1,359 $654K Add +13.3%
PEP Pepsico Inc. 0.30% 3,680 $641K Reduce -8.0%
ITW Illinois Tool Works 0.30% 2,523 $632K Reduce -12.4%
TDVG T Rowe Price Dividend Growth 0.30% 17,375 $632K Reduce -8.7%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.30% 16,894 $625K Reduce -30.5%
ADP Automatic Data Processing 0.29% 2,521 $613K Add +3.2%
XLI SS Industrial Select Sector 0.29% 5,087 $613K Add +6.7%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.28% 5,243 $590K Add +14.0%
SBUX Starbucks Corp. 0.27% 6,506 $570K Add +1.3%
XLB SS Materials Select Sector 0.26% 6,239 $555K Add +9.9%
EWCZ European Wax Center Inc. Class A 0.26% 46,963 $544K No change
VB Vanguard Most SM-Cap ETF-Usd 0.25% 2,522 $533K Add +38.3%
SCHX Schwab US Large-Cap ETF 0.24% 8,740 $513K Reduce -37.6%
TRV The Travelers Cos Inc. 0.23% 2,271 $486K Add +0.7%
MS Morgan Stanley 0.22% 5,053 $458K Add +20.2%
ADBE Adobe Inc. 0.22% 981 $456K Reduce -1.5%
GAB Gabelli Equity Trust 0.21% 84,862 $442K Reduce -4.8%
SCHM Schwab US Mid Cap ETF 0.21% 5,791 $438K Reduce -49.7%
BLK BlackRock Finance Inc. 0.20% 572 $429K Reduce -10.3%
MRSH Marsh & McLennan Cos 0.20% 2,117 $429K Add +19.5%
NKE Nike Inc. Class B 0.20% 4,367 $413K Reduce -18.8%
VUG Vanguard Mrngstar GR ETF-Sui 0.19% 1,257 $405K Reduce -16.0%
AON Aon PLC Class A 0.18% 1,200 $372K Add +25.0%
SCHA Schwab US Small-Cap ETF 0.17% 8,074 $367K Reduce -38.1%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.16% 5,270 $345K Reduce -1.7%
NOC Northrop Grumman Corp. 0.16% 744 $344K Add +8.1%
DG Dollar General Corp. 0.15% 2,255 $327K Reduce -50.0%
ITOT iShares Core S&P Total U.S. 0.15% 3,000 $326K No change
XME SS SPDR S&P Metals Mining 0.15% 5,315 $324K Add +7.6%
CRM Salesforce Inc. 0.15% 1,166 $315K Add +16.6%
VZ Verizon Communications Inc. 0.15% 7,775 $315K Reduce -0.2%
TMO Thermo Fisher Scientific Inc. 0.15% 565 $308K Add +17.2%
XLK SS Technology Select Sector 0.15% 1,596 $307K Reduce -2.9%
BDX Becton Dickinson and Co. 0.14% 1,287 $301K Reduce -22.6%
VEA Vanguard Ftse Developed ETF 0.14% 6,254 $299K New
CMCSA Comcast Corp. Class A 0.14% 7,221 $291K Reduce -6.8%
EFA iShares MSCI Eafe ETF 0.14% 3,756 $286K Add +35.3%
ICE Intercontinental Exchange Inc. 0.13% 2,172 $285K Reduce -4.0%
AMT American Tower Corp. 0.13% 1,652 $283K Reduce -12.3%
UNP Union Pacific Corp. 0.13% 1,213 $282K Add +17.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.13% 1,489 $270K Add +1.3%
VWO Vanguard Ftse Emerging Marke 0.13% 6,501 $266K Reduce -33.1%
PH Parker Hannifin Corp. 0.12% 487 $260K New
CL Colgate-Palmolive Co. 0.12% 2,870 $250K Reduce -6.1%
ICLR Icon PLC 0.12% 854 $246K No change
EEM iShares MSCI Emerging Market 0.11% 5,923 $235K New
COP Conocophillips 0.11% 1,761 $228K New
VTWV Vanguard Russell 2000 Value 0.10% 1,700 $221K New
CBRE CBRE Group Inc. Class A 0.10% 2,603 $221K Reduce -46.8%
SPLV Invesco S&P 500 Low Volatili 0.10% 3,391 $216K Reduce -49.5%
AVGO Broadcom Inc. 0.10% 177 $213K New
CLM Cornerstone Strategic Invest 0.05% 13,444 $96K New
USA Liberty All Star Equity Fund 0.04% 14,044 $92K New
GLO Clough Global Opportunities 0.02% 10,730 $52K New

Portfolio Sells Q4 2023 → Q1 2024
AAPL Apple Inc. Reduce -5.7% 2.59% −0.84
LOW Lowe's Cos Inc. Reduce -64.5% 0.38% −0.74
ROVR Rover Group Inc. Sold out 0.00% −0.59
WMT Walmart Inc. Reduce -54.1% 0.49% −0.52
ADI Analog Devices Inc. Reduce -37.7% 0.41% −0.35
HON Honeywell International Inc. Reduce -38.4% 0.40% −0.35
GIS General Mills Inc. Sold out 0.00% −0.31
DFAX Dimensional World Ex US Core Reduce -8.3% 1.83% −0.29
VOO Vanguard S&P 500 ETF Reduce -8.6% 2.29% −0.29
MCD McDonald's Corp. Reduce -13.1% 0.81% −0.28
PG The Procter & Gamble Co. Reduce -35.6% 0.50% −0.27
SYY Sysco Corp. Sold out 0.00% −0.27
DOL Wisdomtree TR DVLP Intnl-Usd Reduce -6.4% 2.05% −0.27
MSFT Microsoft Corp. Reduce -10.5% 1.98% −0.25
GOOG Alphabet Inc. Class C Reduce -27.5% 0.75% −0.25
UPS United Parcel Service Class B Sold out 0.00% −0.25
MA Mastercard Inc. Class A Reduce -24.5% 0.75% −0.25
RSPG Invesco S&P 500 Equal Weight Reduce -25.1% 0.85% −0.23
SCHM Schwab US Mid Cap ETF Reduce -49.7% 0.21% −0.23
VIG Vanguard Dividend Apprec ETF Reduce -24.1% 0.46% −0.18
JNJ Johnson & Johnson Reduce -11.9% 0.61% −0.18
BA The Boeing Co. Sold out 0.00% −0.17
ACN Accenture PLC Class A Reduce -5.3% 0.68% −0.17
SCHX Schwab US Large-Cap ETF Reduce -37.6% 0.24% −0.16
DG Dollar General Corp. Reduce -50.0% 0.15% −0.16
SCHA Schwab US Small-Cap ETF Reduce -38.1% 0.17% −0.14
WFC Wells Fargo & Co. Sold out 0.00% −0.14
UNH Unitedhealth Group Inc. Reduce -3.4% 0.81% −0.13
CBRE CBRE Group Inc. Class A Reduce -46.8% 0.10% −0.13
BAC Bank of America Corp. Reduce -30.5% 0.30% −0.12
LMT Lockheed Martin Corp. Reduce -11.3% 0.66% −0.12
ABT Abbott Laboratories Reduce -19.4% 0.33% −0.12
SLYV SS SPDR S&P 600 SC Val ETF Sold out 0.00% −0.12
XLE SS Energy Select Sector Reduce -16.0% 0.90% −0.11
JEPI JPMorgan Equity Premium Inco Sold out 0.00% −0.11
SPLV Invesco S&P 500 Low Volatili Reduce -49.5% 0.10% −0.11
MCHP Microchip Technology Inc. Reduce -10.5% 0.34% −0.11
FLOT iShares Floating Rate Bond E Sold out 0.00% −0.11
TJX TJX Companies Inc. Reduce -10.1% 0.53% −0.11
NKE Nike Inc. Class B Reduce -18.8% 0.20% −0.10
ADBE Adobe Inc. Reduce -1.5% 0.22% −0.09
TXN Texas Instruments Inc. Reduce -2.5% 0.49% −0.09
ITW Illinois Tool Works Reduce -12.4% 0.30% −0.08
COST Costco Wholesale Corp. Reduce -16.8% 0.42% −0.08
DHR Danaher Corp. Reduce -8.4% 0.55% −0.08
VWO Vanguard Ftse Emerging Marke Reduce -33.1% 0.13% −0.08
DGRW Wisdomtree U.S. Quality Divi Reduce -0.2% 1.70% −0.07
AMT American Tower Corp. Reduce -12.3% 0.13% −0.07
BDX Becton Dickinson and Co. Reduce -22.6% 0.14% −0.06
BLK BlackRock Finance Inc. Reduce -10.3% 0.20% −0.06

Portfolio Buys Q4 2023 → Q1 2024
IVV iShares Core S&P 500 ETF Add +56.0% 6.87% +2.34
NVDA Nvidia Corp. Add +11.9% 4.84% +1.82
IJR iShares Core S&P Small-Cap E Add +51.0% 4.21% +1.08
VTWO Vanguard Russell 2000 ETF New 0.66% +0.66
USFR Wisdomtree Floating Rate Tre Add +49.0% 2.03% +0.58
DXJ Wisdomtree Japan Hedged Eq Add +2.5% 4.41% +0.56
GLDM SPDR Gold Minishares Trust Add +0.1% 6.04% +0.45
IWM iShares Russell 2000 ETF New 0.37% +0.37
SPHQ Invesco S&P 500 Quality ETF New 0.37% +0.37
IWR iShares Russell Mid-Cap ETF Add +90.9% 0.59% +0.26
LLY Eli Lilly & Co. Add +2.8% 1.58% +0.26
VTEB Vanguard Tax-Exempt Bond ETF Add +89.8% 0.45% +0.19
VEA Vanguard Ftse Developed ETF New 0.14% +0.14
CAT Caterpillar Inc. Add +8.5% 0.70% +0.12
PH Parker Hannifin Corp. New 0.12% +0.12
EEM iShares MSCI Emerging Market New 0.11% +0.11
GOOGL Alphabet Inc. Class A Add +11.8% 0.84% +0.11
COP Conocophillips New 0.11% +0.11
VTWV Vanguard Russell 2000 Value New 0.10% +0.10
AVGO Broadcom Inc. New 0.10% +0.10
META Meta Platforms Inc. Class A Add +13.3% 0.31% +0.09
MRK Merck & Co. Inc. Add +5.6% 0.70% +0.08
AMZN Amazon.com Inc. Add +20.8% 0.33% +0.08
RTX RTX Corp. Add +17.1% 0.31% +0.08
AGG iShares Core U.S. Aggregate Add +28.9% 0.56% +0.08
XOM Exxon Mobil Corp. Add +5.0% 0.48% +0.07
DIS The Walt Disney Co. Add +14.0% 0.28% +0.07
IJH iShares Core S&P Midcap ETF Add +6.1% 6.40% +0.06
SPYM Ste STR SPDR PT S&P 500 ETF Add +19.3% 0.46% +0.06
JPM JPMorgan Chase & Co. Add +12.6% 0.48% +0.06
VB Vanguard Most SM-Cap ETF-Usd Add +38.3% 0.25% +0.06
RSPN Invesco S&P 500 Equal Weight Add +6.5% 1.27% +0.05
CLM Cornerstone Strategic Invest New 0.05% +0.05
SUB iShares Short-Term National Add +19.7% 0.47% +0.05
USA Liberty All Star Equity Fund New 0.04% +0.04
MEAR Ishrs Short Mat Muni Act ETF Add +21.5% 0.34% +0.04
AON Aon PLC Class A Add +25.0% 0.18% +0.03
MRSH Marsh & McLennan Cos Add +19.5% 0.20% +0.03
EFA iShares MSCI Eafe ETF Add +35.3% 0.14% +0.03
GLO Clough Global Opportunities New 0.02% +0.02
MS Morgan Stanley Add +20.2% 0.22% +0.02
XLB SS Materials Select Sector Add +9.9% 0.26% +0.02
TMO Thermo Fisher Scientific Inc. Add +17.2% 0.15% +0.02
CRM Salesforce Inc. Add +16.6% 0.15% +0.02
QCOM Qualcomm Inc. Add +2.2% 0.39% +0.01
V Visa Inc. Class A Add +7.0% 0.44% +0.01
XLI SS Industrial Select Sector Add +6.7% 0.29% +0.01
TRV The Travelers Cos Inc. Add +0.7% 0.23% +0.01
SYK Stryker Corp. Add +0.1% 0.50% +0.01
IBM Intl Business Machines Corp. Add +1.3% 0.13% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 191$478.1MSPSM, BRK.B, RSP, IJH, GLDM
Q1 2026 180$481.4MAAPL, BRK.B, SPSM, GLDM, RSP
Q4 2025 185$477.1MAAPL, GLDM, BRK.B, MSFT, SPSM
Q3 2025 188$356.9MGLDM, IVV, IJH, RSP, FFSM
Q2 2025 171$309.0MGLDM, IVV, IJH, RSP, FFSM
Q1 2025 148$278.6MGLDM, IVV, IJH, RSP, DXJ
Q4 2024 162$385.5MAAPL, BRK.B, MSFT, GLDM, IVV
Q3 2024 161$370.9MAAPL, BRK.B, MSFT, IVV, GLDM
Q2 2024 128$223.2MIVV, IJH, IEFA, GLDM, RSP
Q1 2024 125$211.3MIVV, IJH, GLDM, IEFA, RSP