Evernest Financial Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Evernest Financial Advisors, LLC reported 188 stock positions worth $356.9 million. Its top holding was SPDR Gold Minishares Trust (GLDM) at 7.7% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 5.1%) and iShares Core S&P Midcap ETF (IJH, 4.9%). Compared with Q2 2025, it opened 26 new positions, sold out of 9, added to 74 and reduced 60. The biggest buy was a new position in Fairlead Tactical Sector ETF (TACK) and the biggest sale SPDR Gold Minishares Trust (GLDM, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- CARMEL, IN
- CIK
- 0002009530
- Portfolio Value
- $356.9M (Q3 2025)
- SEC Filing
- 0002009530-25-000008 ↗ filed Nov 12, 2025
Holdings Value
Holdings 188 stocks · $356.9M
| GLDM SPDR Gold Minishares Trust | 7.68% | 358,715 | $27.4M | Reduce -9.6% |
| IVV iShares Core S&P 500 ETF | 5.06% | 26,981 | $18.1M | Reduce -0.1% |
| IJH iShares Core S&P Midcap ETF | 4.89% | 267,640 | $17.5M | Add +4.0% |
| RSP Invesco S&P 500 Equal Weight | 4.41% | 82,882 | $15.7M | Add +3.5% |
| FFSM Fidelity FNDM SM Mid Cap ETF | 3.32% | 405,619 | $11.8M | Reduce -0.2% |
| CGIE Cap Group Intl Equity filed as CAPITAL GROUP INTERNATIONAL | 3.29% | 347,852 | $11.7M | Add +6.9% |
| IEFA iShares Core MSCI Eafe ETF | 2.79% | 113,929 | $9.9M | Reduce -0.3% |
| VOO Vanguard S&P 500 ETF | 2.78% | 16,219 | $9.9M | Add +62.0% |
| AAPL Apple Inc. | 2.72% | 38,085 | $9.7M | Add +2.1% |
| FENI Fidelity Enhanced Intl ETF | 2.66% | 269,266 | $9.5M | Add +8.6% |
| TACK Fairlead Tactical Sector ETF | 2.47% | 293,357 | $8.8M | New |
| DXJ Wisdomtree Japan Hedged Eq | 2.18% | 60,873 | $7.8M | Reduce -0.4% |
| IJR iShares Core S&P Small-Cap E | 2.18% | 65,557 | $7.8M | Reduce -1.1% |
| SPSM SS SPDR P S&P 600 Small Cap | 2.11% | 162,330 | $7.5M | Add +25.5% |
| CGCV Cap Group Conservative Eq filed as CAPITAL GROUP CONSERVATIVE E | 2.06% | 244,557 | $7.4M | Add +12.7% |
| MSFT Microsoft Corp. | 1.86% | 12,831 | $6.6M | Reduce -0.1% |
| USFR Wisdomtree Floating Rate Tre | 1.76% | 124,626 | $6.3M | Add +19.8% |
| DOL Wisdomtree TR DVLP Intnl-Usd | 1.63% | 93,268 | $5.8M | Reduce 0.0% |
| DGRW Wisdomtree U.S. Quality Divi | 1.57% | 63,127 | $5.6M | Add +0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.42% | 7,611 | $5.1M | Reduce -0.8% |
| GOOGL Alphabet Inc. Class A | 1.15% | 16,830 | $4.1M | Add +0.3% |
| DFAX Dimensional World Ex US Core | 1.02% | 115,651 | $3.6M | No change |
| LLY Eli Lilly & Co. | 1.00% | 4,680 | $3.6M | Reduce -4.1% |
| RSPN Invesco S&P 500 Equal Weight | 0.89% | 56,783 | $3.2M | Reduce -1.0% |
| WMT Walmart Inc. | 0.88% | 30,502 | $3.1M | Add +64.0% |
| KINS Kingstone Cos Inc. | 0.87% | 211,690 | $3.1M | Add +35.3% |
| NVDA Nvidia Corp. | 0.87% | 16,646 | $3.1M | Reduce -0.6% |
| AVGO Broadcom Inc. | 0.73% | 7,903 | $2.6M | Reduce -8.2% |
| GS Goldman Sachs Group Inc. | 0.71% | 3,179 | $2.5M | Add +0.3% |
| GOOG Alphabet Inc. Class C | 0.71% | 10,377 | $2.5M | Add +1.5% |
| JBND JPMorgan Active Bond ETF | 0.70% | 46,460 | $2.5M | Add +10.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.69% | 4,909 | $2.5M | No change |
| IWM iShares Russell 2000 ETF | 0.66% | 9,712 | $2.3M | Add +0.0% |
| IWR iShares Russell Mid-Cap ETF | 0.64% | 23,507 | $2.3M | No change |
| MCD McDonald's Corp. | 0.58% | 6,836 | $2.1M | Reduce -0.2% |
| MA Mastercard Inc. Class A | 0.57% | 3,602 | $2.0M | Add +0.3% |
| CAT Caterpillar Inc. | 0.57% | 4,270 | $2.0M | Add +1.2% |
| JPM JPMorgan Chase & Co. | 0.56% | 6,321 | $2.0M | Add +0.6% |
| EWJ iShares MSCI Japan ETF | 0.56% | 24,797 | $2.0M | Add +10.6% |
| META Meta Platforms Inc. Class A | 0.55% | 2,674 | $2.0M | Reduce -0.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.49% | 12,085 | $1.7M | Reduce -0.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.48% | 2,870 | $1.7M | Add +0.1% |
| JNJ Johnson & Johnson | 0.47% | 8,983 | $1.7M | Reduce -0.9% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.44% | 17,892 | $1.6M | Add +0.6% |
| AMZN Amazon.com Inc. | 0.43% | 6,929 | $1.5M | Add +0.5% |
| HD Home Depot Inc. | 0.42% | 3,665 | $1.5M | Add +0.5% |
| SYK Stryker Corp. | 0.41% | 3,920 | $1.4M | Add +1.2% |
| RTX RTX Corp. | 0.39% | 8,316 | $1.4M | Add +1.9% |
| ABBV Abbvie Inc. | 0.39% | 5,971 | $1.4M | Reduce -0.0% |
| SMMD iShares Russell 2500 ETF | 0.37% | 18,118 | $1.3M | Add +110.7% |
| SUB iShares Short-Term National | 0.37% | 12,248 | $1.3M | Add +4.0% |
| TXN Texas Instruments Inc. | 0.36% | 7,075 | $1.3M | Add +0.2% |
| ITOT iShares Core S&P Total U.S. | 0.36% | 8,872 | $1.3M | Add +291.4% |
| CURI Curiositystream Inc. | 0.36% | 240,028 | $1.3M | Add +116.5% |
| QCOM Qualcomm Inc. | 0.36% | 7,619 | $1.3M | Reduce -0.4% |
| LMT Lockheed Martin Corp. | 0.35% | 2,482 | $1.2M | Reduce -1.5% |
| VIG Vanguard Dividend Apprec ETF | 0.35% | 5,710 | $1.2M | Add +0.3% |
| V Visa Inc. Class A | 0.34% | 3,567 | $1.2M | Reduce -0.3% |
| MAR Marriott International Class A | 0.34% | 4,641 | $1.2M | Add +0.4% |
| COST Costco Wholesale Corp. | 0.33% | 1,257 | $1.2M | No change |
| CSCO Cisco Systems Inc. | 0.33% | 16,961 | $1.2M | Add +1.2% |
| UNH Unitedhealth Group Inc. | 0.31% | 3,240 | $1.1M | Reduce -6.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.31% | 5,927 | $1.1M | Reduce -6.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.31% | 3,747 | $1.1M | Add +2.4% |
| PG The Procter & Gamble Co. | 0.30% | 7,085 | $1.1M | Reduce -2.9% |
| XLE SS Energy Select Sector | 0.30% | 12,055 | $1.1M | Reduce -2.5% |
| VEA Vanguard Ftse Developed ETF | 0.29% | 17,198 | $1.0M | Add +35.8% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.29% | 17,996 | $1.0M | Add +0.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.29% | 19,889 | $1.0M | Reduce -0.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.28% | 20,123 | $1.0M | Add +2.2% |
| ACN Accenture PLC Class A | 0.28% | 4,079 | $1.0M | Reduce -3.5% |
| KO The Coca-Cola Co. | 0.28% | 15,066 | $999K | Add +4.1% |
| MO Altria Group Inc. | 0.28% | 15,112 | $998K | Reduce -0.0% |
| DHR Danaher Corp. | 0.27% | 4,886 | $969K | Add +2.5% |
| MEAR Ishrs Short Mat Muni Act ETF | 0.27% | 18,898 | $955K | Reduce -1.5% |
| AMGN Amgen Inc. | 0.27% | 3,368 | $950K | Add +1.5% |
| MRK Merck & Co. Inc. | 0.26% | 11,131 | $934K | Reduce -4.7% |
| ADP Automatic Data Processing | 0.26% | 3,150 | $924K | Add +2.8% |
| MS Morgan Stanley | 0.25% | 5,597 | $890K | Reduce -0.9% |
| SPHQ Invesco S&P 500 Quality ETF | 0.25% | 12,050 | $883K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.25% | 3,443 | $875K | Add +13.1% |
| TRV The Travelers Cos Inc. | 0.24% | 3,113 | $869K | Reduce -1.3% |
| VLO Valero Energy Corp. | 0.24% | 5,000 | $851K | No change |
| BALL Ball Corp. | 0.24% | 16,817 | $848K | New |
| RSG Republic Services Inc. | 0.24% | 3,664 | $841K | Add +1.8% |
| LOW Lowe's Cos Inc. | 0.24% | 3,345 | $841K | Add +0.1% |
| HON Honeywell International Inc. | 0.23% | 3,823 | $805K | Add +0.1% |
| DGRO iShares Core Dividend Growth | 0.23% | 11,797 | $803K | No change |
| ABT Abbott Laboratories | 0.22% | 5,961 | $798K | Reduce -1.2% |
| ADI Analog Devices Inc. | 0.22% | 3,208 | $788K | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.22% | 10,001 | $783K | Add +24.3% |
| CVX Chevron Corp. | 0.22% | 4,973 | $772K | Add +5.5% |
| GNSS Genasys Inc. | 0.22% | 313,267 | $768K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.20% | 2,579 | $728K | Add +3.0% |
| XOM Exxon Mobil Corp. | 0.20% | 6,450 | $727K | Reduce -6.4% |
| MCK McKesson Corp. | 0.20% | 923 | $713K | No change |
| SCHX Schwab US Large-Cap ETF | 0.19% | 25,801 | $680K | Add +0.2% |
| RPID Rapid Micro Biosystems Inc. Class A | 0.19% | 200,234 | $669K | Add +355.1% |
| RDVT Red Violet Inc. | 0.19% | 12,775 | $667K | Add +82.5% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.19% | 11,275 | $667K | New |
Portfolio Sells Q2 2025 → Q3 2025
| GLDM SPDR Gold Minishares Trust | Reduce -9.6% | 7.68% | −0.73 |
| IVV iShares Core S&P 500 ETF | Reduce -0.1% | 5.06% | −0.37 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.3% | 2.79% | −0.30 |
| FFSM Fidelity FNDM SM Mid Cap ETF | Reduce -0.2% | 3.32% | −0.26 |
| NXGL Nexgel Inc. | Sold out | 0.00% | −0.23 |
| LLY Eli Lilly & Co. | Reduce -4.1% | 1.00% | −0.23 |
| MPTI M-Tron Industries Inc. | Sold out | 0.00% | −0.21 |
| MSFT Microsoft Corp. | Reduce -0.1% | 1.86% | −0.21 |
| BOSC Bos Better on-Line Solutions | Reduce -69.7% | 0.06% | −0.18 |
| DOL Wisdomtree TR DVLP Intnl-Usd | Reduce 0.0% | 1.63% | −0.17 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.1% | 2.18% | −0.16 |
| IDR Idaho Strategic Resources Inc. | Sold out | 0.00% | −0.13 |
| ACN Accenture PLC Class A | Reduce -3.5% | 0.28% | −0.13 |
| ACNT Ascent Industries Co. | Reduce -70.4% | 0.04% | −0.12 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.8% | 1.42% | −0.11 |
| MAMA Mama's Creations Inc. | Reduce -62.5% | 0.07% | −0.11 |
| RSPN Invesco S&P 500 Equal Weight | Reduce -1.0% | 0.89% | −0.10 |
| META Meta Platforms Inc. Class A | Reduce -0.7% | 0.55% | −0.09 |
| SNWV Sanuwave Health Inc. | Reduce -29.7% | 0.18% | −0.08 |
| DXJ Wisdomtree Japan Hedged Eq | Reduce -0.4% | 2.18% | −0.08 |
| PG The Procter & Gamble Co. | Reduce -2.9% | 0.30% | −0.07 |
| SRTS Sensus Healthcare Inc. | Reduce -75.8% | 0.01% | −0.07 |
| CI The Cigna Group | Sold out | 0.00% | −0.07 |
| V Visa Inc. Class A | Reduce -0.3% | 0.34% | −0.07 |
| LSF Laird Superfood Inc. | Sold out | 0.00% | −0.07 |
| AON Aon PLC Class A | Reduce -15.7% | 0.18% | −0.07 |
| MCD McDonald's Corp. | Reduce -0.2% | 0.58% | −0.07 |
| ABX Abacus Global Management Inc. | Reduce -68.8% | 0.03% | −0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -6.3% | 0.31% | −0.05 |
| MEAR Ishrs Short Mat Muni Act ETF | Reduce -1.5% | 0.27% | −0.04 |
| MRSH Marsh & McLennan Cos | Reduce -5.8% | 0.13% | −0.04 |
| ABT Abbott Laboratories | Reduce -1.2% | 0.22% | −0.04 |
| MIND Mind Technology Inc. | Sold out | 0.00% | −0.04 |
| CB Chubb Ltd. | Reduce -10.3% | 0.12% | −0.04 |
| QCOM Qualcomm Inc. | Reduce -0.4% | 0.36% | −0.04 |
| GAB Gabelli Equity Trust | Sold out | 0.00% | −0.04 |
| MRK Merck & Co. Inc. | Reduce -4.7% | 0.26% | −0.04 |
| XLE SS Energy Select Sector | Reduce -2.5% | 0.30% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -6.7% | 0.31% | −0.04 |
| AVGO Broadcom Inc. | Reduce -8.2% | 0.73% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -6.4% | 0.20% | −0.04 |
| SBUX Starbucks Corp. | Reduce -2.7% | 0.11% | −0.03 |
| LMT Lockheed Martin Corp. | Reduce -1.5% | 0.35% | −0.03 |
| NFLX Netflix Inc. | Reduce -2.9% | 0.09% | −0.03 |
| TRV The Travelers Cos Inc. | Reduce -1.3% | 0.24% | −0.03 |
| CL Colgate-Palmolive Co. | Reduce -4.1% | 0.08% | −0.03 |
| AMT American Tower Corp. | Reduce -0.8% | 0.09% | −0.03 |
| AIFC AI Financial Corp. | Sold out | 0.00% | −0.03 |
| ICE Intercontinental Exchange Inc. | Reduce -4.1% | 0.08% | −0.03 |
| PEP Pepsico Inc. | Reduce -16.8% | 0.07% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| TACK Fairlead Tactical Sector ETF | New | 2.47% | +2.47 |
| VOO Vanguard S&P 500 ETF | Add +62.0% | 2.78% | +0.94 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +25.5% | 2.11% | +0.32 |
| WMT Walmart Inc. | Add +64.0% | 0.88% | +0.29 |
| ITOT iShares Core S&P Total U.S. | Add +291.4% | 0.36% | +0.26 |
| AAPL Apple Inc. | Add +2.1% | 2.72% | +0.24 |
| BALL Ball Corp. | New | 0.24% | +0.24 |
| GOOGL Alphabet Inc. Class A | Add +0.3% | 1.15% | +0.19 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | New | 0.19% | +0.19 |
| SMMD iShares Russell 2500 ETF | Add +110.7% | 0.37% | +0.19 |
| DUOT Duos Technologies Group Inc. | New | 0.18% | +0.18 |
| CURI Curiositystream Inc. | Add +116.5% | 0.36% | +0.15 |
| RPID Rapid Micro Biosystems Inc. Class A | Add +355.1% | 0.19% | +0.14 |
| VOOV Vanguard S&P 500 Value ETF | New | 0.12% | +0.12 |
| GOOG Alphabet Inc. Class C | Add +1.5% | 0.71% | +0.12 |
| ODFL Old Dominion Freight Line | New | 0.12% | +0.12 |
| IREN Iren Ltd. | New | 0.12% | +0.12 |
| PPIH Perma-Pipe International Hol | New | 0.11% | +0.11 |
| PRPO Precipio Inc. | New | 0.10% | +0.10 |
| KINS Kingstone Cos Inc. | Add +35.3% | 0.87% | +0.09 |
| TGEN Tecogen Inc./Waltham Ma | New | 0.08% | +0.08 |
| VS TRUST | New | 0.08% | +0.08 |
| BOF Branchout Food Inc. | Add +579.6% | 0.10% | +0.08 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | New | 0.08% | +0.08 |
| VTI VG Morningstar TS MKT ETF-US | Add +126.3% | 0.14% | +0.08 |
| TFLO iShares Treasury Floating Ra | New | 0.08% | +0.08 |
| RDVT Red Violet Inc. | Add +82.5% | 0.19% | +0.08 |
| ACWI iShares MSCI Acwi ETF | New | 0.08% | +0.08 |
| OKLO Oklo Inc. | New | 0.07% | +0.07 |
| UHG United Homes Group Inc. | New | 0.07% | +0.07 |
| VTWO Vanguard Russell 2000 ETF | New | 0.07% | +0.07 |
| TSLA Tesla Inc. | New | 0.07% | +0.07 |
| USFR Wisdomtree Floating Rate Tre | Add +19.8% | 1.76% | +0.06 |
| VIOO Vanguard S&P Small-Cap 600 E | New | 0.06% | +0.06 |
| IMCB iShares Morningstar Mid-Cap | New | 0.06% | +0.06 |
| VEA Vanguard Ftse Developed ETF | Add +35.8% | 0.29% | +0.06 |
| CGCV Cap Group Conservative Eq | Add +12.7% | 2.06% | +0.06 |
| FLD Fold Holdings Inc. | New | 0.05% | +0.05 |
| CAT Caterpillar Inc. | Add +1.2% | 0.57% | +0.04 |
| SCHA Schwab US Small-Cap ETF | Add +33.0% | 0.17% | +0.04 |
| F Ford Motor Co. | New | 0.03% | +0.03 |
| XLK SS Technology Select Sector | Add +42.8% | 0.12% | +0.03 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +24.3% | 0.22% | +0.03 |
| WWR Westwater Resources Inc. | New | 0.03% | +0.03 |
| UAMY United States Antimony Corp. | New | 0.02% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | Add +22.4% | 0.12% | +0.02 |
| CRH CRH PLC | Add +6.3% | 0.10% | +0.02 |
| GOSS Gossamer Bio Inc. | New | 0.01% | +0.01 |
| EWJ iShares MSCI Japan ETF | Add +10.6% | 0.56% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +13.1% | 0.25% | +0.01 |
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 |