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

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $211.3M Q1 2024 Q2 2024: $223.2M $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 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%
TMO Thermo Fisher Scientific Inc. 0.14% 566 $313K Add +0.2%
AMT American Tower Corp. 0.14% 1,590 $309K Reduce -3.8%
NOC Northrop Grumman Corp. 0.14% 706 $308K Reduce -5.1%
VEA Vanguard Ftse Developed ETF 0.14% 6,200 $306K Reduce -0.9%
XME SS SPDR S&P Metals Mining 0.14% 5,094 $302K Reduce -4.2%
CRM Salesforce Inc. 0.13% 1,167 $300K Add +0.1%
DG Dollar General Corp. 0.13% 2,255 $298K No change
ICE Intercontinental Exchange Inc. 0.13% 2,172 $297K No change
EFA iShares MSCI Eafe ETF 0.13% 3,756 $294K No change
CL Colgate-Palmolive Co. 0.13% 2,985 $290K Add +4.0%
VWO Vanguard Ftse Emerging Marke 0.13% 6,521 $285K Add +0.3%
AVGO Broadcom Inc. 0.13% 177 $284K No change
BDX Becton Dickinson and Co. 0.12% 1,191 $278K Reduce -7.5%
UNP Union Pacific Corp. 0.12% 1,213 $275K No change
ICLR Icon PLC 0.12% 854 $268K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.12% 1,547 $267K Add +3.9%
CMCSA Comcast Corp. Class A 0.12% 6,796 $266K Reduce -5.9%
EEM iShares MSCI Emerging Market 0.11% 5,923 $252K No change
WFC Wells Fargo & Co. 0.11% 3,987 $237K New
CBRE CBRE Group Inc. Class A 0.10% 2,603 $232K No change
GIS General Mills Inc. 0.10% 3,623 $229K New
VTWV Vanguard Russell 2000 Value 0.10% 1,700 $228K No change
SPLV Invesco S&P 500 Low Volatili 0.10% 3,409 $221K Add +0.5%
COP Conocophillips 0.09% 1,761 $201K No change
GD General Dynamics Corp. 0.09% 691 $200K New
CLM Cornerstone Strategic Invest 0.05% 14,084 $108K Add +4.8%
GLO Clough Global Opportunities 0.04% 17,298 $93K Add +61.2%
VMD Viemed Healthcare Inc. 0.03% 10,000 $66K New

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

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