Evernest Financial Advisors, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 7, 2024), Evernest Financial Advisors, LLC reported 128 stock positions worth $223.2 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 7.0% of the portfolio, followed by iShares Core S&P Midcap ETF (IJH, 6.4%) and iShares Core MSCI Eafe ETF (IEFA, 5.8%). Compared with Q1 2024, it opened 5 new positions, sold out of 2, added to 48 and reduced 52. The biggest buy was Apple (AAPL, shares +14%) and the biggest sale Nvidia (NVDA, shares −56%).
- Most Recent 13F
- Q2 2026
- Location
- CARMEL, IN
- CIK
- 0002009530
- Portfolio Value
- $223.2M (Q2 2024)
- SEC Filing
- 0002009530-24-000005 ↗ filed Aug 7, 2024
Holdings Value
Holdings 128 stocks · $223.2M
| IVV iShares Core S&P 500 ETF | 7.01% | 28,597 | $15.6M | Reduce -1.9% |
| IJH iShares Core S&P Midcap ETF | 6.37% | 242,902 | $14.2M | Add +1.6% |
| IEFA iShares Core MSCI Eafe ETF | 5.85% | 179,665 | $13.1M | Add +4.9% |
| GLDM SPDR Gold Minishares Trust | 5.65% | 273,524 | $12.6M | Add +1.4% |
| RSP Invesco S&P 500 Equal Weight | 4.91% | 66,761 | $11.0M | Add +2.5% |
| DXJ Wisdomtree Japan Hedged Eq | 4.71% | 93,274 | $10.5M | Add +5.6% |
| IJR iShares Core S&P Small-Cap E | 4.39% | 91,865 | $9.8M | Add +6.5% |
| AAPL Apple Inc. | 3.58% | 37,939 | $8.0M | Add +14.4% |
| NVDA Nvidia Corp. | 3.26% | 58,840 | $7.3M | Reduce -56.1% |
| VOO Vanguard S&P 500 ETF | 2.38% | 10,620 | $5.3M | Add +0.1% |
| MSFT Microsoft Corp. | 2.20% | 10,992 | $4.9M | Add +4.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.13% | 8,715 | $4.7M | Reduce -2.0% |
| DOL Wisdomtree TR DVLP Intnl-Usd | 2.01% | 88,332 | $4.5M | Add +1.6% |
| USFR Wisdomtree Floating Rate Tre | 2.00% | 88,564 | $4.5M | Add +4.1% |
| DFAX Dimensional World Ex US Core | 1.93% | 169,711 | $4.3M | Add +8.3% |
| LLY Eli Lilly & Co. | 1.91% | 4,720 | $4.3M | Add +2.7% |
| DGRW Wisdomtree U.S. Quality Divi | 1.81% | 51,826 | $4.0M | Add +4.3% |
| RSPN Invesco S&P 500 Equal Weight | 1.17% | 57,415 | $2.6M | Reduce -3.5% |
| GOOGL Alphabet Inc. Class A | 0.94% | 11,576 | $2.1M | Add +0.7% |
| RSPG Invesco S&P 500 Equal Weight | 0.82% | 22,794 | $1.8M | Add +5.1% |
| GOOG Alphabet Inc. Class C | 0.82% | 10,016 | $1.8M | Reduce -1.0% |
| UNH Unitedhealth Group Inc. | 0.80% | 3,515 | $1.8M | Add +3.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.77% | 4,201 | $1.7M | Add +0.3% |
| XLE SS Energy Select Sector | 0.75% | 18,375 | $1.7M | Reduce -8.6% |
| MA Mastercard Inc. Class A | 0.70% | 3,538 | $1.6M | Add +1.6% |
| MCD McDonald's Corp. | 0.70% | 6,113 | $1.6M | Reduce -3.2% |
| VTWO Vanguard Russell 2000 ETF | 0.68% | 18,422 | $1.5M | Add +3.9% |
| MRK Merck & Co. Inc. | 0.64% | 11,457 | $1.4M | Reduce -2.4% |
| LMT Lockheed Martin Corp. | 0.63% | 2,996 | $1.4M | Reduce -0.3% |
| AGG iShares Core U.S. Aggregate | 0.62% | 14,333 | $1.4M | Add +15.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.62% | 21,672 | $1.4M | Add +30.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.61% | 2,840 | $1.4M | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.60% | 8,328 | $1.3M | Reduce -19.1% |
| ACN Accenture PLC Class A | 0.60% | 4,380 | $1.3M | Reduce -2.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.59% | 11,899 | $1.3M | Reduce -1.2% |
| IWR iShares Russell Mid-Cap ETF | 0.58% | 15,947 | $1.3M | No change |
| CAT Caterpillar Inc. | 0.57% | 3,835 | $1.3M | Reduce -7.9% |
| TXN Texas Instruments Inc. | 0.56% | 6,414 | $1.2M | Reduce -0.8% |
| DHR Danaher Corp. | 0.54% | 4,797 | $1.2M | Reduce -3.0% |
| HD Home Depot Inc. | 0.52% | 3,370 | $1.2M | Reduce -1.1% |
| WMT Walmart Inc. | 0.52% | 17,109 | $1.2M | Reduce -1.5% |
| JNJ Johnson & Johnson | 0.51% | 7,832 | $1.1M | Reduce -10.4% |
| MAR Marriott International Class A | 0.50% | 4,634 | $1.1M | Reduce -1.5% |
| PG The Procter & Gamble Co. | 0.49% | 6,682 | $1.1M | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 0.49% | 5,430 | $1.1M | Add +0.1% |
| SYK Stryker Corp. | 0.48% | 3,174 | $1.1M | Reduce -1.7% |
| ADI Analog Devices Inc. | 0.48% | 4,680 | $1.1M | Reduce -0.0% |
| COST Costco Wholesale Corp. | 0.48% | 1,255 | $1.1M | Add +0.2% |
| QCOM Qualcomm Inc. | 0.47% | 5,275 | $1.1M | Reduce -0.3% |
| VIG Vanguard Dividend Apprec ETF | 0.46% | 5,625 | $1.0M | No change |
| GS Goldman Sachs Group Inc. | 0.45% | 2,223 | $1.0M | Add +23.7% |
| XOM Exxon Mobil Corp. | 0.44% | 8,625 | $993K | Add +1.5% |
| SUB iShares Short-Term National | 0.42% | 9,067 | $948K | Reduce -3.9% |
| AMZN Amazon.com Inc. | 0.42% | 4,820 | $931K | Add +19.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.42% | 3,843 | $930K | No change |
| V Visa Inc. Class A | 0.41% | 3,455 | $907K | Add +0.2% |
| MCHP Microchip Technology Inc. | 0.40% | 9,769 | $894K | Add +10.8% |
| KO The Coca-Cola Co. | 0.39% | 13,790 | $878K | Add +4.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.39% | 17,431 | $873K | Reduce -8.6% |
| HON Honeywell International Inc. | 0.39% | 4,033 | $861K | Reduce -6.9% |
| IWM iShares Russell 2000 ETF | 0.36% | 3,991 | $810K | Reduce -1.4% |
| AMGN Amgen Inc. | 0.36% | 2,564 | $801K | Reduce -5.7% |
| LOW Lowe's Cos Inc. | 0.35% | 3,552 | $783K | Add +0.6% |
| SPHQ Invesco S&P 500 Quality ETF | 0.34% | 12,050 | $766K | Reduce -11.4% |
| DGRO iShares Core Dividend Growth | 0.34% | 12,992 | $748K | No change |
| MEAR Ishrs Short Mat Muni Act ETF | 0.32% | 14,245 | $714K | Reduce -1.3% |
| RSG Republic Services Inc. | 0.32% | 3,670 | $713K | Add +0.3% |
| CSCO Cisco Systems Inc. | 0.32% | 14,828 | $704K | Reduce -2.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.31% | 17,306 | $688K | Add +2.4% |
| META Meta Platforms Inc. Class A | 0.31% | 1,359 | $685K | No change |
| ABT Abbott Laboratories | 0.29% | 6,308 | $655K | Reduce -1.7% |
| CVX Chevron Corp. | 0.29% | 4,107 | $642K | Reduce -8.1% |
| RTX RTX Corp. | 0.29% | 6,393 | $642K | Reduce -2.4% |
| ADP Automatic Data Processing | 0.27% | 2,556 | $610K | Add +1.4% |
| XLI SS Industrial Select Sector | 0.27% | 4,975 | $606K | Reduce -2.2% |
| PEP Pepsico Inc. | 0.27% | 3,640 | $600K | Reduce -1.1% |
| ITW Illinois Tool Works | 0.27% | 2,517 | $596K | Reduce -0.2% |
| SCHX Schwab US Large-Cap ETF | 0.25% | 8,740 | $562K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.25% | 2,522 | $550K | No change |
| TRV The Travelers Cos Inc. | 0.24% | 2,666 | $542K | Add +17.4% |
| XLB SS Materials Select Sector | 0.24% | 5,968 | $527K | Reduce -4.3% |
| GAB Gabelli Equity Trust | 0.23% | 96,735 | $503K | Add +14.0% |
| ADBE Adobe Inc. | 0.22% | 891 | $495K | Reduce -9.2% |
| MS Morgan Stanley | 0.22% | 5,047 | $491K | Reduce -0.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.22% | 4,923 | $489K | Reduce -6.1% |
| SBUX Starbucks Corp. | 0.22% | 6,263 | $488K | Reduce -3.7% |
| TDVG T Rowe Price Dividend Growth | 0.22% | 12,663 | $488K | Reduce -27.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.21% | 1,257 | $470K | No change |
| EWCZ European Wax Center Inc. Class A | 0.21% | 46,963 | $466K | No change |
| AON Aon PLC Class A | 0.20% | 1,555 | $457K | Add +29.6% |
| BLK BlackRock Finance Inc. | 0.20% | 574 | $452K | Add +0.3% |
| SCHM Schwab US Mid Cap ETF | 0.20% | 5,791 | $451K | No change |
| MRSH Marsh & McLennan Cos | 0.20% | 2,073 | $437K | Reduce -2.1% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.18% | 6,011 | $410K | Add +14.1% |
| SCHA Schwab US Small-Cap ETF | 0.17% | 7,996 | $379K | Reduce -1.0% |
| XLK SS Technology Select Sector | 0.16% | 1,596 | $361K | No change |
| ITOT iShares Core S&P Total U.S. | 0.16% | 3,000 | $356K | No change |
| MAMA Mama's Creations Inc. | 0.15% | 50,000 | $337K | New |
| NKE Nike Inc. Class B | 0.15% | 4,422 | $333K | Add +1.3% |
| VZ Verizon Communications Inc. | 0.14% | 7,712 | $318K | Reduce -0.8% |
Portfolio Sells Q1 2024 → Q2 2024
| NVDA Nvidia Corp. | Reduce -56.1% | 3.26% | −1.58 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -19.1% | 0.60% | −0.16 |
| XLE SS Energy Select Sector | Reduce -8.6% | 0.75% | −0.15 |
| CAT Caterpillar Inc. | Reduce -7.9% | 0.57% | −0.13 |
| PH Parker Hannifin Corp. | Sold out | 0.00% | −0.12 |
| MCD McDonald's Corp. | Reduce -3.2% | 0.70% | −0.11 |
| RSPN Invesco S&P 500 Equal Weight | Reduce -3.5% | 1.17% | −0.10 |
| JNJ Johnson & Johnson | Reduce -10.4% | 0.51% | −0.10 |
| TDVG T Rowe Price Dividend Growth | Reduce -27.1% | 0.22% | −0.08 |
| ACN Accenture PLC Class A | Reduce -2.8% | 0.60% | −0.08 |
| MRK Merck & Co. Inc. | Reduce -2.4% | 0.64% | −0.06 |
| DIS The Walt Disney Co. | Reduce -6.1% | 0.22% | −0.06 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -8.6% | 0.39% | −0.06 |
| SBUX Starbucks Corp. | Reduce -3.7% | 0.22% | −0.05 |
| CVX Chevron Corp. | Reduce -8.1% | 0.29% | −0.05 |
| USA Liberty All Star Equity Fund | Sold out | 0.00% | −0.04 |
| SUB iShares Short-Term National | Reduce -3.9% | 0.42% | −0.04 |
| PEP Pepsico Inc. | Reduce -1.1% | 0.27% | −0.03 |
| LMT Lockheed Martin Corp. | Reduce -0.3% | 0.63% | −0.03 |
| ABT Abbott Laboratories | Reduce -1.7% | 0.29% | −0.03 |
| CSCO Cisco Systems Inc. | Reduce -2.5% | 0.32% | −0.03 |
| ITW Illinois Tool Works | Reduce -0.2% | 0.27% | −0.03 |
| RTX RTX Corp. | Reduce -2.4% | 0.29% | −0.03 |
| XLB SS Materials Select Sector | Reduce -4.3% | 0.24% | −0.03 |
| SPHQ Invesco S&P 500 Quality ETF | Reduce -11.4% | 0.34% | −0.03 |
| NOC Northrop Grumman Corp. | Reduce -5.1% | 0.14% | −0.03 |
| MAR Marriott International Class A | Reduce -1.5% | 0.50% | −0.02 |
| MEAR Ishrs Short Mat Muni Act ETF | Reduce -1.3% | 0.32% | −0.02 |
| HD Home Depot Inc. | Reduce -1.1% | 0.52% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -5.9% | 0.12% | −0.02 |
| XLI SS Industrial Select Sector | Reduce -2.2% | 0.27% | −0.02 |
| BDX Becton Dickinson and Co. | Reduce -7.5% | 0.12% | −0.02 |
| XME SS SPDR S&P Metals Mining | Reduce -4.2% | 0.14% | −0.02 |
| DHR Danaher Corp. | Reduce -3.0% | 0.54% | −0.01 |
| SYK Stryker Corp. | Reduce -1.7% | 0.48% | −0.01 |
| HON Honeywell International Inc. | Reduce -6.9% | 0.39% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -0.7% | 0.49% | −0.01 |
| MRSH Marsh & McLennan Cos | Reduce -2.1% | 0.20% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -1.4% | 0.36% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -0.8% | 0.14% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.9% | 0.14% | −0.00 |
| SCHA Schwab US Small-Cap ETF | Reduce -1.0% | 0.17% | −0.00 |
| MS Morgan Stanley | Reduce -0.1% | 0.22% | +0.00 |
| AMT American Tower Corp. | Reduce -3.8% | 0.14% | +0.00 |
| ADBE Adobe Inc. | Reduce -9.2% | 0.22% | +0.01 |
| AMGN Amgen Inc. | Reduce -5.7% | 0.36% | +0.01 |
| WMT Walmart Inc. | Reduce -1.5% | 0.52% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.0% | 2.13% | +0.04 |
| TJX TJX Companies Inc. | Reduce -1.2% | 0.59% | +0.05 |
| TXN Texas Instruments Inc. | Reduce -0.8% | 0.56% | +0.07 |
Portfolio Buys Q1 2024 → Q2 2024
| AAPL Apple Inc. | Add +14.4% | 3.58% | +0.99 |
| LLY Eli Lilly & Co. | Add +2.7% | 1.91% | +0.34 |
| DXJ Wisdomtree Japan Hedged Eq | Add +5.6% | 4.71% | +0.31 |
| MSFT Microsoft Corp. | Add +4.8% | 2.20% | +0.22 |
| IJR iShares Core S&P Small-Cap E | Add +6.5% | 4.39% | +0.18 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +30.6% | 0.62% | +0.16 |
| MAMA Mama's Creations Inc. | New | 0.15% | +0.15 |
| DGRW Wisdomtree U.S. Quality Divi | Add +4.3% | 1.81% | +0.11 |
| IEFA iShares Core MSCI Eafe ETF | Add +4.9% | 5.85% | +0.11 |
| DFAX Dimensional World Ex US Core | Add +8.3% | 1.93% | +0.11 |
| GS Goldman Sachs Group Inc. | Add +23.7% | 0.45% | +0.11 |
| GOOGL Alphabet Inc. Class A | Add +0.7% | 0.94% | +0.11 |
| WFC Wells Fargo & Co. | New | 0.11% | +0.11 |
| GIS General Mills Inc. | New | 0.10% | +0.10 |
| VOO Vanguard S&P 500 ETF | Add +0.1% | 2.38% | +0.10 |
| GD General Dynamics Corp. | New | 0.09% | +0.09 |
| AMZN Amazon.com Inc. | Add +19.0% | 0.42% | +0.08 |
| AGG iShares Core U.S. Aggregate | Add +15.1% | 0.62% | +0.06 |
| MCHP Microchip Technology Inc. | Add +10.8% | 0.40% | +0.06 |
| COST Costco Wholesale Corp. | Add +0.2% | 0.48% | +0.06 |
| VMD Viemed Healthcare Inc. | New | 0.03% | +0.03 |
| AON Aon PLC Class A | Add +29.6% | 0.20% | +0.03 |
| VTWO Vanguard Russell 2000 ETF | Add +3.9% | 0.68% | +0.02 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +14.1% | 0.18% | +0.02 |
| KO The Coca-Cola Co. | Add +4.5% | 0.39% | +0.02 |
| GLO Clough Global Opportunities | Add +61.2% | 0.04% | +0.02 |
| GAB Gabelli Equity Trust | Add +14.0% | 0.23% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +0.1% | 0.49% | +0.02 |
| BAC Bank of America Corp. | Add +2.4% | 0.31% | +0.01 |
| TRV The Travelers Cos Inc. | Add +17.4% | 0.24% | +0.01 |
| CL Colgate-Palmolive Co. | Add +4.0% | 0.13% | +0.01 |
| CLM Cornerstone Strategic Invest | Add +4.8% | 0.05% | +0.00 |
| VWO Vanguard Ftse Emerging Marke | Add +0.3% | 0.13% | +0.00 |
| BLK BlackRock Finance Inc. | Add +0.3% | 0.20% | −0.00 |
| SPLV Invesco S&P 500 Low Volatili | Add +0.5% | 0.10% | −0.00 |
| UNH Unitedhealth Group Inc. | Add +3.5% | 0.80% | −0.00 |
| TMO Thermo Fisher Scientific Inc. | Add +0.2% | 0.14% | −0.01 |
| IBM Intl Business Machines Corp. | Add +3.9% | 0.12% | −0.01 |
| RSG Republic Services Inc. | Add +0.3% | 0.32% | −0.01 |
| RSP Invesco S&P 500 Equal Weight | Add +2.5% | 4.91% | −0.01 |
| CRM Salesforce Inc. | Add +0.1% | 0.13% | −0.01 |
| ADP Automatic Data Processing | Add +1.4% | 0.27% | −0.02 |
| RSPG Invesco S&P 500 Equal Weight | Add +5.1% | 0.82% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Add +1.6% | 6.37% | −0.03 |
| V Visa Inc. Class A | Add +0.2% | 0.41% | −0.03 |
| LOW Lowe's Cos Inc. | Add +0.6% | 0.35% | −0.03 |
| USFR Wisdomtree Floating Rate Tre | Add +4.1% | 2.00% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.3% | 0.77% | −0.04 |
| XOM Exxon Mobil Corp. | Add +1.5% | 0.44% | −0.04 |
| DOL Wisdomtree TR DVLP Intnl-Usd | Add +1.6% | 2.01% | −0.04 |
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 |