Evernest Financial Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 28, 2025), Evernest Financial Advisors, LLC reported 171 stock positions worth $309.0 million. Its top holding was SPDR Gold Minishares Trust (GLDM) at 8.4% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 5.4%) and iShares Core S&P Midcap ETF (IJH, 5.2%). Compared with Q1 2025, it opened 31 new positions, sold out of 8, added to 92 and reduced 34. The biggest buy was a new position in SS SPDR P S&P 600 Small Cap (SPSM) and the biggest sale Nvidia (NVDA, shares −75%).
- Most Recent 13F
- Q2 2026
- Location
- CARMEL, IN
- CIK
- 0002009530
- Portfolio Value
- $309.0M (Q2 2025)
- SEC Filing
- 0001929986-25-000007 ↗ filed Jul 28, 2025
Holdings Value
Holdings 171 stocks · $309.0M
| GLDM SPDR Gold Minishares Trust | 8.42% | 396,942 | $26.0M | Add +6.9% |
| IVV iShares Core S&P 500 ETF | 5.43% | 27,020 | $16.8M | Reduce -2.1% |
| IJH iShares Core S&P Midcap ETF | 5.16% | 257,361 | $16.0M | Add +0.1% |
| RSP Invesco S&P 500 Equal Weight | 4.71% | 80,039 | $14.5M | Add +4.2% |
| FFSM Fidelity FNDM SM Mid Cap ETF | 3.58% | 406,512 | $11.1M | Add +3.0% |
| CGIE Cap Group Intl Equity filed as CAPITAL GROUP INTERNATIONAL | 3.47% | 325,298 | $10.7M | Add +26.2% |
| IEFA iShares Core MSCI Eafe ETF | 3.09% | 114,286 | $9.5M | Add +3.7% |
| FENI Fidelity Enhanced Intl ETF | 2.67% | 248,060 | $8.3M | Add +25.2% |
| AAPL Apple Inc. | 2.48% | 37,302 | $7.7M | Add +1.1% |
| IJR iShares Core S&P Small-Cap E | 2.35% | 66,308 | $7.2M | Reduce -31.3% |
| DXJ Wisdomtree Japan Hedged Eq | 2.26% | 61,139 | $7.0M | Reduce -34.1% |
| MSFT Microsoft Corp. | 2.07% | 12,846 | $6.4M | Add +6.4% |
| CGCV Cap Group Conservative Eq filed as CAPITAL GROUP CONSERVATIVE E | 2.01% | 216,995 | $6.2M | Add +68.5% |
| VOO Vanguard S&P 500 ETF | 1.84% | 10,011 | $5.7M | Reduce -4.1% |
| DOL Wisdomtree TR DVLP Intnl-Usd | 1.80% | 93,271 | $5.6M | Add +7.7% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.78% | 129,380 | $5.5M | New |
| DGRW Wisdomtree U.S. Quality Divi | 1.70% | 62,604 | $5.2M | Add +9.9% |
| USFR Wisdomtree Floating Rate Tre | 1.69% | 104,069 | $5.2M | Add +5.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.53% | 7,674 | $4.7M | Reduce -0.8% |
| LLY Eli Lilly & Co. | 1.23% | 4,878 | $3.8M | Add +2.1% |
| DFAX Dimensional World Ex US Core | 1.10% | 115,651 | $3.4M | Reduce -2.5% |
| RSPN Invesco S&P 500 Equal Weight | 0.99% | 57,350 | $3.1M | Reduce -0.8% |
| GOOGL Alphabet Inc. Class A | 0.96% | 16,786 | $3.0M | Add +10.3% |
| NVDA Nvidia Corp. | 0.86% | 16,744 | $2.6M | Reduce -74.6% |
| KINS Kingstone Cos Inc. | 0.78% | 156,500 | $2.4M | Add +57.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.77% | 4,909 | $2.4M | Add +13.8% |
| AVGO Broadcom Inc. | 0.77% | 8,604 | $2.4M | Add +25.8% |
| JBND JPMorgan Active Bond ETF | 0.73% | 41,939 | $2.2M | New |
| GS Goldman Sachs Group Inc. | 0.73% | 3,169 | $2.2M | Add +12.7% |
| IWR iShares Russell Mid-Cap ETF | 0.70% | 23,507 | $2.2M | Add +47.7% |
| IWM iShares Russell 2000 ETF | 0.68% | 9,711 | $2.1M | Add +50.2% |
| MA Mastercard Inc. Class A | 0.65% | 3,590 | $2.0M | Add +0.8% |
| MCD McDonald's Corp. | 0.65% | 6,847 | $2.0M | Add +4.1% |
| META Meta Platforms Inc. Class A | 0.64% | 2,694 | $2.0M | Add +18.2% |
| JPM JPMorgan Chase & Co. | 0.59% | 6,283 | $1.8M | Add +11.1% |
| WMT Walmart Inc. | 0.59% | 18,594 | $1.8M | Add +7.0% |
| GOOG Alphabet Inc. Class C | 0.59% | 10,227 | $1.8M | Add +3.6% |
| EWJ iShares MSCI Japan ETF | 0.54% | 22,428 | $1.7M | Add +1.4% |
| CAT Caterpillar Inc. | 0.53% | 4,221 | $1.6M | Add +7.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.51% | 2,867 | $1.6M | Add +0.3% |
| SYK Stryker Corp. | 0.50% | 3,874 | $1.5M | Reduce -1.6% |
| AMZN Amazon.com Inc. | 0.49% | 6,897 | $1.5M | Reduce -3.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.48% | 12,126 | $1.5M | Add +2.7% |
| TXN Texas Instruments Inc. | 0.47% | 7,059 | $1.5M | Add +20.6% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.47% | 17,785 | $1.5M | Add +12.1% |
| JNJ Johnson & Johnson | 0.45% | 9,068 | $1.4M | Add +0.5% |
| HD Home Depot Inc. | 0.43% | 3,646 | $1.3M | Add +6.7% |
| V Visa Inc. Class A | 0.41% | 3,579 | $1.3M | Add +12.5% |
| MAR Marriott International Class A | 0.41% | 4,624 | $1.3M | Add +2.6% |
| ACN Accenture PLC Class A | 0.41% | 4,227 | $1.3M | Add +0.6% |
| SUB iShares Short-Term National | 0.41% | 11,780 | $1.3M | Add +11.9% |
| COST Costco Wholesale Corp. | 0.40% | 1,257 | $1.2M | Add +8.8% |
| QCOM Qualcomm Inc. | 0.39% | 7,653 | $1.2M | Add +12.6% |
| RTX RTX Corp. | 0.39% | 8,164 | $1.2M | Add +18.5% |
| LMT Lockheed Martin Corp. | 0.38% | 2,519 | $1.2M | Add +4.6% |
| VIG Vanguard Dividend Apprec ETF | 0.38% | 5,694 | $1.2M | No change |
| CSCO Cisco Systems Inc. | 0.38% | 16,762 | $1.2M | Add +8.6% |
| PG The Procter & Gamble Co. | 0.38% | 7,295 | $1.2M | Reduce -0.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.36% | 6,325 | $1.1M | Reduce -0.1% |
| ABBV Abbvie Inc. | 0.36% | 5,973 | $1.1M | Add +7.0% |
| UNH Unitedhealth Group Inc. | 0.35% | 3,474 | $1.1M | Reduce -0.9% |
| XLE SS Energy Select Sector | 0.34% | 12,359 | $1.0M | Reduce -0.1% |
| KO The Coca-Cola Co. | 0.33% | 14,469 | $1.0M | Add +17.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.33% | 3,658 | $1.0M | Add +0.4% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.31% | 17,846 | $970K | New |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.31% | 19,695 | $966K | Add +6.3% |
| MEAR Ishrs Short Mat Muni Act ETF | 0.31% | 19,189 | $965K | Add +14.5% |
| ADP Automatic Data Processing | 0.31% | 3,065 | $945K | Add +5.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.31% | 19,938 | $943K | Reduce -1.0% |
| DHR Danaher Corp. | 0.30% | 4,765 | $941K | Reduce -4.0% |
| AMGN Amgen Inc. | 0.30% | 3,319 | $927K | Add +10.6% |
| MRK Merck & Co. Inc. | 0.30% | 11,680 | $925K | Add +5.4% |
| HON Honeywell International Inc. | 0.29% | 3,821 | $890K | Add +0.3% |
| RSG Republic Services Inc. | 0.29% | 3,598 | $887K | Add +2.7% |
| MO Altria Group Inc. | 0.29% | 15,113 | $886K | No change |
| SPHQ Invesco S&P 500 Quality ETF | 0.28% | 12,050 | $859K | No change |
| TRV The Travelers Cos Inc. | 0.27% | 3,155 | $844K | Add +1.1% |
| SNWV Sanuwave Health Inc. | 0.27% | 25,050 | $823K | New |
| ABT Abbott Laboratories | 0.27% | 6,035 | $821K | Add +21.5% |
| MS Morgan Stanley | 0.26% | 5,650 | $796K | Add +18.3% |
| AON Aon PLC Class A | 0.25% | 2,177 | $777K | Add +9.0% |
| ADI Analog Devices Inc. | 0.25% | 3,208 | $764K | Add +4.8% |
| DGRO iShares Core Dividend Growth | 0.24% | 11,797 | $754K | No change |
| XOM Exxon Mobil Corp. | 0.24% | 6,894 | $743K | Add +6.0% |
| LOW Lowe's Cos Inc. | 0.24% | 3,342 | $741K | Add +2.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.24% | 2,504 | $738K | Add +22.9% |
| BOSC Bos Better on-Line Solutions | 0.24% | 152,000 | $737K | Reduce -8.7% |
| NXGL Nexgel Inc. | 0.23% | 281,000 | $725K | Add +25.1% |
| VEA Vanguard Ftse Developed ETF | 0.23% | 12,661 | $722K | Add +96.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.23% | 3,044 | $721K | Add +1.2% |
| MCK McKesson Corp. | 0.22% | 923 | $676K | Add +7.5% |
| CVX Chevron Corp. | 0.22% | 4,716 | $675K | Reduce -2.3% |
| VLO Valero Energy Corp. | 0.22% | 5,000 | $672K | No change |
| MPTI M-Tron Industries Inc. | 0.21% | 15,675 | $658K | New |
| SCHX Schwab US Large-Cap ETF | 0.20% | 25,760 | $630K | Add +0.2% |
| CURI Curiositystream Inc. | 0.20% | 110,872 | $624K | New |
| EPD Enterprise Products Partners | 0.20% | 20,000 | $620K | No change |
| XLB SS Materials Select Sector | 0.19% | 6,752 | $593K | Add +7.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.19% | 8,044 | $585K | Add +2.7% |
| SMMD iShares Russell 2500 ETF | 0.19% | 8,598 | $583K | New |
Portfolio Sells Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Reduce -74.6% | 0.86% | −1.71 |
| DXJ Wisdomtree Japan Hedged Eq | Reduce -34.1% | 2.26% | −1.41 |
| IJR iShares Core S&P Small-Cap E | Reduce -31.3% | 2.35% | −1.28 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.74 |
| RSPG Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.70 |
| VTWO Vanguard Russell 2000 ETF | Sold out | 0.00% | −0.53 |
| LAKE Lakeland Industries Inc. | Sold out | 0.00% | −0.48 |
| JMST JPM Ultra-Short Muni Income | Sold out | 0.00% | −0.43 |
| UNH Unitedhealth Group Inc. | Reduce -0.9% | 0.35% | −0.31 |
| MAMA Mama's Creations Inc. | Reduce -56.7% | 0.18% | −0.18 |
| MAGS Roundhill Magnificent Seven | Sold out | 0.00% | −0.16 |
| RCEL Avita Medical Inc. | Sold out | 0.00% | −0.15 |
| IVV iShares Core S&P 500 ETF | Reduce -2.1% | 5.43% | −0.14 |
| BOF Branchout Food Inc. | Reduce -83.4% | 0.02% | −0.12 |
| FSI Flexible Solutions Intl Inc. | Sold out | 0.00% | −0.11 |
| VOO Vanguard S&P 500 ETF | Reduce -4.1% | 1.84% | −0.09 |
| XLE SS Energy Select Sector | Reduce -0.1% | 0.34% | −0.08 |
| RPID Rapid Micro Biosystems Inc. Class A | Reduce -66.5% | 0.05% | −0.08 |
| PEP Pepsico Inc. | Reduce -27.9% | 0.10% | −0.07 |
| CVX Chevron Corp. | Reduce -2.3% | 0.22% | −0.07 |
| PG The Procter & Gamble Co. | Reduce -0.0% | 0.38% | −0.07 |
| DHR Danaher Corp. | Reduce -4.0% | 0.30% | −0.06 |
| GAB Gabelli Equity Trust | Reduce -45.9% | 0.04% | −0.04 |
| IVOO Vanguard S&P Mid-Cap 400 ETF | Reduce -26.7% | 0.07% | −0.03 |
| SBUX Starbucks Corp. | Reduce -2.7% | 0.14% | −0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.1% | 0.36% | −0.03 |
| SYK Stryker Corp. | Reduce -1.6% | 0.50% | −0.03 |
| ITW Illinois Tool Works | Reduce -7.0% | 0.15% | −0.03 |
| RSPN Invesco S&P 500 Equal Weight | Reduce -0.8% | 0.99% | −0.02 |
| NKE Nike Inc. Class B | Reduce -14.4% | 0.12% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.8% | 1.53% | −0.02 |
| DFAX Dimensional World Ex US Core | Reduce -2.5% | 1.10% | −0.02 |
| WFC Wells Fargo & Co. | Reduce -10.4% | 0.15% | −0.02 |
| CRH CRH PLC | Reduce -5.5% | 0.08% | −0.01 |
| TDVG T Rowe Price Dividend Growth | Reduce -0.1% | 0.12% | −0.01 |
| ICE Intercontinental Exchange Inc. | Reduce -0.4% | 0.11% | −0.01 |
| IAU iShares Gold Trust | Reduce -2.3% | 0.07% | −0.01 |
| XME SS SPDR S&P Metals Mining | Reduce -6.5% | 0.07% | +0.00 |
| AMZN Amazon.com Inc. | Reduce -3.6% | 0.49% | +0.00 |
| XLI SS Industrial Select Sector | Reduce -0.0% | 0.18% | +0.00 |
| BAC Bank of America Corp. | Reduce -1.0% | 0.31% | +0.00 |
| BOSC Bos Better on-Line Solutions | Reduce -8.7% | 0.24% | +0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| SPSM SS SPDR P S&P 600 Small Cap | New | 1.78% | +1.78 |
| CGCV Cap Group Conservative Eq | Add +68.5% | 2.01% | +0.75 |
| CGIE Cap Group Intl Equity | Add +26.2% | 3.47% | +0.75 |
| JBND JPMorgan Active Bond ETF | New | 0.73% | +0.73 |
| FENI Fidelity Enhanced Intl ETF | Add +25.2% | 2.67% | +0.55 |
| MSFT Microsoft Corp. | Add +6.4% | 2.07% | +0.44 |
| AVGO Broadcom Inc. | Add +25.8% | 0.77% | +0.36 |
| SPMD SS SPDR P S&P 400 Midcap ETF | New | 0.31% | +0.31 |
| SNWV Sanuwave Health Inc. | New | 0.27% | +0.27 |
| IWM iShares Russell 2000 ETF | Add +50.2% | 0.68% | +0.22 |
| IWR iShares Russell Mid-Cap ETF | Add +47.7% | 0.70% | +0.21 |
| MPTI M-Tron Industries Inc. | New | 0.21% | +0.21 |
| CURI Curiositystream Inc. | New | 0.20% | +0.20 |
| SMMD iShares Russell 2500 ETF | New | 0.19% | +0.19 |
| KINS Kingstone Cos Inc. | Add +57.1% | 0.78% | +0.19 |
| GS Goldman Sachs Group Inc. | Add +12.7% | 0.73% | +0.17 |
| META Meta Platforms Inc. Class A | Add +18.2% | 0.64% | +0.17 |
| GLDM SPDR Gold Minishares Trust | Add +6.9% | 8.42% | +0.17 |
| ACNT Ascent Industries Co. | New | 0.17% | +0.17 |
| IDR Idaho Strategic Resources Inc. | New | 0.13% | +0.13 |
| NFLX Netflix Inc. | New | 0.12% | +0.12 |
| VEA Vanguard Ftse Developed ETF | Add +96.5% | 0.23% | +0.12 |
| GOOGL Alphabet Inc. Class A | Add +10.3% | 0.96% | +0.11 |
| RDVT Red Violet Inc. | New | 0.11% | +0.11 |
| ETN Eaton Corp. PLC | New | 0.11% | +0.11 |
| LNG Cheniere Energy Inc. | New | 0.11% | +0.11 |
| PANW Palo Alto Networks Inc. | New | 0.11% | +0.11 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.10% | +0.10 |
| TXN Texas Instruments Inc. | Add +20.6% | 0.47% | +0.10 |
| IEFA iShares Core MSCI Eafe ETF | Add +3.7% | 3.09% | +0.09 |
| JPM JPMorgan Chase & Co. | Add +11.1% | 0.59% | +0.09 |
| DOL Wisdomtree TR DVLP Intnl-Usd | Add +7.7% | 1.80% | +0.09 |
| TDG Transdigm Group Inc. | New | 0.09% | +0.09 |
| BX Blackstone Inc. | New | 0.08% | +0.08 |
| SRTS Sensus Healthcare Inc. | New | 0.08% | +0.08 |
| ORCL Oracle Corp. | New | 0.08% | +0.08 |
| T AT&T Inc. | New | 0.08% | +0.08 |
| EEM iShares MSCI Emerging Market | Add +88.9% | 0.16% | +0.08 |
| IWF iShares Russell 1000 Growth | New | 0.07% | +0.07 |
| CEG Constellation Energy | Add +14.7% | 0.19% | +0.07 |
| CI The Cigna Group | New | 0.07% | +0.07 |
| GD General Dynamics Corp. | New | 0.07% | +0.07 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.07% | +0.07 |
| LSF Laird Superfood Inc. | New | 0.07% | +0.07 |
| PWR Quanta Services Inc. | New | 0.07% | +0.07 |
| EMXC iShares MSCI Emr MRK Ex Chna | New | 0.07% | +0.07 |
| CAT Caterpillar Inc. | Add +7.7% | 0.53% | +0.07 |
| COP Conocophillips | New | 0.07% | +0.07 |
| DGRW Wisdomtree U.S. Quality Divi | Add +9.9% | 1.70% | +0.06 |
| RTX RTX Corp. | Add +18.5% | 0.39% | +0.06 |
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 |