Evernest Financial Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 12, 2025), Evernest Financial Advisors, LLC reported 148 stock positions worth $278.6 million. Its top holding was SPDR Gold Minishares Trust (GLDM) at 8.2% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 5.6%) and iShares Core S&P Midcap ETF (IJH, 5.4%). Compared with Q4 2024, it opened 13 new positions, sold out of 27, added to 59 and reduced 63. The biggest buy was SPDR Gold Minishares Trust (GLDM, shares +8%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −94%).
- Most Recent 13F
- Q2 2026
- Location
- CARMEL, IN
- CIK
- 0002009530
- Portfolio Value
- $278.6M (Q1 2025)
- SEC Filing
- 0002009530-25-000002 ↗ filed May 12, 2025
Holdings Value
Holdings 148 stocks · $278.6M
| GLDM SPDR Gold Minishares Trust | 8.25% | 371,367 | $23.0M | Add +8.2% |
| IVV iShares Core S&P 500 ETF | 5.57% | 27,612 | $15.5M | Add +1.7% |
| IJH iShares Core S&P Midcap ETF | 5.39% | 257,227 | $15.0M | Add +0.4% |
| RSP Invesco S&P 500 Equal Weight | 4.77% | 76,798 | $13.3M | Add +13.5% |
| DXJ Wisdomtree Japan Hedged Eq | 3.67% | 92,803 | $10.2M | Reduce -0.7% |
| IJR iShares Core S&P Small-Cap E | 3.62% | 96,527 | $10.1M | Reduce -3.8% |
| FFSM Fidelity FNDM SM Mid Cap ETF | 3.58% | 394,676 | $10.0M | Add +11.2% |
| IEFA iShares Core MSCI Eafe ETF | 2.99% | 110,215 | $8.3M | Reduce -0.8% |
| AAPL Apple Inc. | 2.94% | 36,907 | $8.2M | Reduce -75.4% |
| CGIE Cap Group Intl Equity filed as CAPITAL GROUP INTERNATIONAL | 2.71% | 257,717 | $7.6M | Add +37.7% |
| NVDA Nvidia Corp. | 2.56% | 65,887 | $7.1M | Reduce -2.4% |
| FENI Fidelity Enhanced Intl ETF | 2.12% | 198,100 | $5.9M | Add +39.1% |
| VOO Vanguard S&P 500 ETF | 1.93% | 10,442 | $5.4M | Reduce -63.4% |
| USFR Wisdomtree Floating Rate Tre | 1.78% | 98,810 | $5.0M | Add +2.1% |
| DOL Wisdomtree TR DVLP Intnl-Usd | 1.71% | 86,570 | $4.8M | Reduce -2.9% |
| DGRW Wisdomtree U.S. Quality Divi | 1.63% | 56,971 | $4.5M | Add +6.2% |
| MSFT Microsoft Corp. | 1.63% | 12,074 | $4.5M | Reduce -77.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.55% | 7,732 | $4.3M | Reduce -0.4% |
| LLY Eli Lilly & Co. | 1.42% | 4,779 | $3.9M | Add +8.2% |
| CGCV Cap Group Conservative Eq filed as CAPITAL GROUP CONSERVATIVE E | 1.25% | 128,794 | $3.5M | Add +29.7% |
| DFAX Dimensional World Ex US Core | 1.12% | 118,614 | $3.1M | Reduce -19.4% |
| RSPN Invesco S&P 500 Equal Weight | 1.02% | 57,830 | $2.8M | Add +6.3% |
| GOOGL Alphabet Inc. Class A | 0.84% | 15,216 | $2.4M | Reduce -3.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.82% | 4,313 | $2.3M | Reduce -94.3% |
| AGG iShares Core U.S. Aggregate | 0.74% | 20,906 | $2.1M | Add +8.3% |
| MCD McDonald's Corp. | 0.74% | 6,577 | $2.1M | Reduce -6.1% |
| RSPG Invesco S&P 500 Equal Weight | 0.70% | 23,894 | $2.0M | Add +17.1% |
| MA Mastercard Inc. Class A | 0.70% | 3,562 | $2.0M | Reduce -0.2% |
| UNH Unitedhealth Group Inc. | 0.66% | 3,505 | $1.8M | Reduce -1.5% |
| KINS Kingstone Cos Inc. | 0.60% | 99,600 | $1.7M | Reduce -9.5% |
| GOOG Alphabet Inc. Class C | 0.55% | 9,870 | $1.5M | Reduce -1.3% |
| GS Goldman Sachs Group Inc. | 0.55% | 2,811 | $1.5M | Add +33.5% |
| WMT Walmart Inc. | 0.55% | 17,373 | $1.5M | Reduce -65.2% |
| EWJ iShares MSCI Japan ETF | 0.54% | 22,116 | $1.5M | Reduce -3.4% |
| JNJ Johnson & Johnson | 0.54% | 9,024 | $1.5M | Add +14.8% |
| VTWO Vanguard Russell 2000 ETF | 0.53% | 18,204 | $1.5M | Add +0.1% |
| SYK Stryker Corp. | 0.53% | 3,938 | $1.5M | Add +20.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.52% | 11,812 | $1.4M | Reduce -1.5% |
| JPM JPMorgan Chase & Co. | 0.50% | 5,654 | $1.4M | Add +4.6% |
| AMZN Amazon.com Inc. | 0.49% | 7,154 | $1.4M | Reduce -2.4% |
| IWR iShares Russell Mid-Cap ETF | 0.49% | 15,912 | $1.4M | No change |
| LAKE Lakeland Industries Inc. | 0.48% | 66,392 | $1.3M | New |
| QQQ Invesco QQQ Trust Series 1 | 0.48% | 2,859 | $1.3M | Reduce -3.2% |
| META Meta Platforms Inc. Class A | 0.47% | 2,279 | $1.3M | Add +43.3% |
| ACN Accenture PLC Class A | 0.47% | 4,200 | $1.3M | Reduce -4.8% |
| CAT Caterpillar Inc. | 0.46% | 3,921 | $1.3M | Reduce -2.8% |
| IWM iShares Russell 2000 ETF | 0.46% | 6,465 | $1.3M | Add +0.0% |
| HD Home Depot Inc. | 0.45% | 3,417 | $1.3M | Reduce -21.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.45% | 15,872 | $1.3M | Add +1.5% |
| PG The Procter & Gamble Co. | 0.45% | 7,296 | $1.2M | Add +12.4% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.43% | 23,818 | $1.2M | Reduce -69.8% |
| ABBV Abbvie Inc. | 0.42% | 5,584 | $1.2M | Add +4.3% |
| XLE SS Energy Select Sector | 0.41% | 12,374 | $1.2M | Reduce -14.1% |
| AVGO Broadcom Inc. | 0.41% | 6,837 | $1.1M | Reduce -19.9% |
| V Visa Inc. Class A | 0.40% | 3,182 | $1.1M | Reduce -11.9% |
| SUB iShares Short-Term National | 0.40% | 10,530 | $1.1M | Add +3.4% |
| VIG Vanguard Dividend Apprec ETF | 0.40% | 5,694 | $1.1M | Add +0.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.39% | 6,329 | $1.1M | Reduce -8.9% |
| COST Costco Wholesale Corp. | 0.39% | 1,155 | $1.1M | Add +0.7% |
| LMT Lockheed Martin Corp. | 0.39% | 2,408 | $1.1M | Add +1.6% |
| MAR Marriott International Class A | 0.39% | 4,507 | $1.1M | Reduce -0.6% |
| TXN Texas Instruments Inc. | 0.38% | 5,852 | $1.1M | Reduce -0.1% |
| QCOM Qualcomm Inc. | 0.37% | 6,796 | $1.0M | Add +30.7% |
| DHR Danaher Corp. | 0.37% | 4,962 | $1.0M | Add +4.5% |
| MAMA Mama's Creations Inc. | 0.36% | 155,192 | $1.0M | Reduce -18.7% |
| MRK Merck & Co. Inc. | 0.36% | 11,082 | $995K | Reduce -6.3% |
| CSCO Cisco Systems Inc. | 0.34% | 15,439 | $953K | Add +22.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.34% | 3,643 | $942K | Reduce -3.1% |
| AMGN Amgen Inc. | 0.34% | 3,000 | $935K | Add +10.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.33% | 18,528 | $919K | Reduce -1.2% |
| RTX RTX Corp. | 0.33% | 6,887 | $912K | Add +4.9% |
| MO Altria Group Inc. | 0.33% | 15,113 | $907K | No change |
| KO The Coca-Cola Co. | 0.32% | 12,360 | $885K | Add +6.3% |
| ADP Automatic Data Processing | 0.32% | 2,897 | $885K | Add +15.2% |
| RSG Republic Services Inc. | 0.30% | 3,503 | $848K | Add +7.3% |
| MEAR Ishrs Short Mat Muni Act ETF | 0.30% | 16,756 | $842K | Add +9.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.30% | 20,132 | $840K | Add +10.1% |
| TRV The Travelers Cos Inc. | 0.30% | 3,119 | $825K | Reduce -1.3% |
| CVX Chevron Corp. | 0.29% | 4,827 | $808K | Add +31.2% |
| HON Honeywell International Inc. | 0.29% | 3,809 | $807K | Add +7.2% |
| SPHQ Invesco S&P 500 Quality ETF | 0.29% | 12,050 | $799K | No change |
| AON Aon PLC Class A | 0.29% | 1,998 | $797K | Add +16.7% |
| XOM Exxon Mobil Corp. | 0.28% | 6,504 | $774K | Reduce -37.1% |
| LOW Lowe's Cos Inc. | 0.27% | 3,265 | $761K | Reduce -2.3% |
| DGRO iShares Core Dividend Growth | 0.26% | 11,797 | $729K | No change |
| GNSS Genasys Inc. | 0.26% | 313,267 | $711K | Add +1548.8% |
| EPD Enterprise Products Partners | 0.25% | 20,000 | $683K | No change |
| NXGL Nexgel Inc. | 0.24% | 224,666 | $670K | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.24% | 3,008 | $667K | No change |
| VLO Valero Energy Corp. | 0.24% | 5,000 | $660K | Reduce -2.4% |
| ABT Abbott Laboratories | 0.24% | 4,968 | $659K | Add +2.6% |
| BOSC Bos Better on-Line Solutions | 0.23% | 166,500 | $629K | New |
| ADI Analog Devices Inc. | 0.22% | 3,062 | $617K | Reduce -8.5% |
| SHEL Shell PLC-ADR | 0.21% | 7,966 | $584K | Reduce -22.1% |
| MCK McKesson Corp. | 0.21% | 859 | $578K | No change |
| SCHX Schwab US Large-Cap ETF | 0.20% | 25,716 | $568K | Add +0.2% |
| MS Morgan Stanley | 0.20% | 4,777 | $557K | Reduce -1.5% |
| XLB SS Materials Select Sector | 0.19% | 6,311 | $543K | Add +5.7% |
| MRSH Marsh & McLennan Cos | 0.19% | 2,174 | $531K | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.18% | 7,834 | $515K | Reduce -4.3% |
Portfolio Sells Q4 2024 → Q1 2025
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -94.3% | 0.82% | −7.99 |
| AAPL Apple Inc. | Reduce -75.4% | 2.94% | −6.79 |
| MSFT Microsoft Corp. | Reduce -77.5% | 1.63% | −4.25 |
| CASY Casey's General Stores Inc. | Sold out | 0.00% | −3.35 |
| VOO Vanguard S&P 500 ETF | Reduce -63.4% | 1.93% | −2.07 |
| WMT Walmart Inc. | Reduce -65.2% | 0.55% | −0.62 |
| JMST JPM Ultra-Short Muni Income | Reduce -69.8% | 0.43% | −0.60 |
| BALL Ball Corp. | Sold out | 0.00% | −0.53 |
| TSSI TSS Inc. | Sold out | 0.00% | −0.42 |
| JAKK Jakks Pacific Inc. | Sold out | 0.00% | −0.37 |
| ODFL Old Dominion Freight Line | Sold out | 0.00% | −0.23 |
| ABX Abacus Global Management Inc. | Reduce -90.0% | 0.03% | −0.19 |
| MPTI M-Tron Industries Inc. | Sold out | 0.00% | −0.19 |
| MCHP Microchip Technology Inc. | Sold out | 0.00% | −0.14 |
| AVGO Broadcom Inc. | Reduce -19.9% | 0.41% | −0.10 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.10 |
| HDV iShares Core High Dividend E | Sold out | 0.00% | −0.09 |
| TALK Talkspace Inc. | Sold out | 0.00% | −0.09 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.07 |
| XLC SS Comm Select Sector SPDR | Sold out | 0.00% | −0.06 |
| GD General Dynamics Corp. | Sold out | 0.00% | −0.06 |
| EXOD Exodus Movement Inc. Class A | Sold out | 0.00% | −0.06 |
| PSIX Power Solutions Internationa | Sold out | 0.00% | −0.06 |
| GAB Gabelli Equity Trust | Reduce -60.5% | 0.07% | −0.06 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.06 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −0.06 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.06 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.06 |
| VTWV Vanguard Russell 2000 Value | Sold out | 0.00% | −0.05 |
| VTI VG Morningstar TS MKT ETF-US | Sold out | 0.00% | −0.05 |
| CLM Cornerstone Strategic Invest | Sold out | 0.00% | −0.05 |
| OPXS Optex Systems Holdings Inc. | Sold out | 0.00% | −0.05 |
| LNSR Lensar Inc. | Sold out | 0.00% | −0.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -42.2% | 0.09% | −0.03 |
| MAMA Mama's Creations Inc. | Reduce -18.7% | 0.36% | −0.03 |
| GLO Clough Global Opportunities | Sold out | 0.00% | −0.02 |
| XLK SS Technology Select Sector | Reduce -37.6% | 0.08% | −0.02 |
| ECD AUTOMOTIVE DESIGN INC | Sold out | 0.00% | −0.02 |
| URBAN-GRO INC | Sold out | 0.00% | −0.01 |
| XME SS SPDR S&P Metals Mining | Reduce -36.5% | 0.07% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -37.1% | 0.28% | −0.01 |
| PEP Pepsico Inc. | Reduce -27.9% | 0.17% | −0.00 |
| DIS The Walt Disney Co. | Reduce -17.4% | 0.13% | +0.00 |
| CRM Salesforce Inc. | Reduce -2.5% | 0.11% | +0.01 |
| HD Home Depot Inc. | Reduce -21.0% | 0.45% | +0.01 |
| NKE Nike Inc. Class B | Reduce -4.4% | 0.14% | +0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -5.6% | 0.09% | +0.02 |
| CBRE CBRE Group Inc. Class A | Reduce -12.0% | 0.11% | +0.02 |
| EEM iShares MSCI Emerging Market | Reduce -7.8% | 0.09% | +0.02 |
| BLK BlackRock Inc. | Reduce -8.5% | 0.16% | +0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| GLDM SPDR Gold Minishares Trust | Add +8.2% | 8.25% | +3.62 |
| RSP Invesco S&P 500 Equal Weight | Add +13.5% | 4.77% | +1.70 |
| IVV iShares Core S&P 500 ETF | Add +1.7% | 5.57% | +1.42 |
| CGIE Cap Group Intl Equity | Add +37.7% | 2.71% | +1.38 |
| IJH iShares Core S&P Midcap ETF | Add +0.4% | 5.39% | +1.25 |
| FFSM Fidelity FNDM SM Mid Cap ETF | Add +11.2% | 3.58% | +1.10 |
| FENI Fidelity Enhanced Intl ETF | Add +39.1% | 2.12% | +1.10 |
| CGCV Cap Group Conservative Eq | Add +29.7% | 1.25% | +0.57 |
| LLY Eli Lilly & Co. | Add +8.2% | 1.42% | +0.53 |
| USFR Wisdomtree Floating Rate Tre | Add +2.1% | 1.78% | +0.52 |
| DGRW Wisdomtree U.S. Quality Divi | Add +6.2% | 1.63% | +0.51 |
| LAKE Lakeland Industries Inc. | New | 0.48% | +0.48 |
| RSPN Invesco S&P 500 Equal Weight | Add +6.3% | 1.02% | +0.31 |
| RSPG Invesco S&P 500 Equal Weight | Add +17.1% | 0.70% | +0.30 |
| AGG iShares Core U.S. Aggregate | Add +8.3% | 0.74% | +0.26 |
| GNSS Genasys Inc. | Add +1548.8% | 0.26% | +0.24 |
| JNJ Johnson & Johnson | Add +14.8% | 0.54% | +0.24 |
| NXGL Nexgel Inc. | New | 0.24% | +0.24 |
| GS Goldman Sachs Group Inc. | Add +33.5% | 0.55% | +0.24 |
| META Meta Platforms Inc. Class A | Add +43.3% | 0.47% | +0.23 |
| BOSC Bos Better on-Line Solutions | New | 0.23% | +0.23 |
| SYK Stryker Corp. | Add +20.4% | 0.53% | +0.22 |
| ABBV Abbvie Inc. | Add +4.3% | 0.42% | +0.17 |
| QCOM Qualcomm Inc. | Add +30.7% | 0.37% | +0.17 |
| PG The Procter & Gamble Co. | Add +12.4% | 0.45% | +0.16 |
| JPM JPMorgan Chase & Co. | Add +4.6% | 0.50% | +0.16 |
| MAGS Roundhill Magnificent Seven | New | 0.16% | +0.16 |
| CVX Chevron Corp. | Add +31.2% | 0.29% | +0.15 |
| AMGN Amgen Inc. | Add +10.1% | 0.34% | +0.15 |
| CSCO Cisco Systems Inc. | Add +22.6% | 0.34% | +0.15 |
| RCEL Avita Medical Inc. | New | 0.15% | +0.15 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +1.5% | 0.45% | +0.14 |
| BOF Branchout Food Inc. | New | 0.14% | +0.14 |
| RSG Republic Services Inc. | Add +7.3% | 0.30% | +0.13 |
| RTX RTX Corp. | Add +4.9% | 0.33% | +0.13 |
| KO The Coca-Cola Co. | Add +6.3% | 0.32% | +0.13 |
| ADP Automatic Data Processing | Add +15.2% | 0.32% | +0.13 |
| AON Aon PLC Class A | Add +16.7% | 0.29% | +0.13 |
| CB Chubb Ltd. | New | 0.13% | +0.13 |
| RPID Rapid Micro Biosystems Inc. Class A | New | 0.12% | +0.12 |
| SUB iShares Short-Term National | Add +3.4% | 0.40% | +0.12 |
| COST Costco Wholesale Corp. | Add +0.7% | 0.39% | +0.12 |
| FSI Flexible Solutions Intl Inc. | New | 0.11% | +0.11 |
| VIG Vanguard Dividend Apprec ETF | Add +0.3% | 0.40% | +0.11 |
| VTWO Vanguard Russell 2000 ETF | Add +0.1% | 0.53% | +0.11 |
| MEAR Ishrs Short Mat Muni Act ETF | Add +9.5% | 0.30% | +0.10 |
| LIN Linde PLC | New | 0.10% | +0.10 |
| ABT Abbott Laboratories | Add +2.6% | 0.24% | +0.09 |
| BAC Bank of America Corp. | Add +10.1% | 0.30% | +0.09 |
| IWM iShares Russell 2000 ETF | Add +0.0% | 0.46% | +0.09 |
Notes & Other Activity Q4 2024 → Q1 2025
| ABLLW East Resources Acquis -CW27 | *W EXP 06/30/202 | Sold out | 23,000 | $24Kbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |