Evernest Financial Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Evernest Financial Advisors, LLC reported 185 stock positions worth $477.1 million. Its top holding was Apple (AAPL) at 7.8% of the portfolio, followed by SPDR Gold Minishares Trust (GLDM, 6.7%) and Berkshire Hathaway Class B (BRK.B, 6.7%). Compared with Q3 2025, it opened 26 new positions, sold out of 29, added to 44 and reduced 101. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +1213%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −19%).
- Most Recent 13F
- Q2 2026
- Location
- CARMEL, IN
- CIK
- 0002009530
- Portfolio Value
- $477.1M (Q4 2025)
- SEC Filing
- 0002009530-26-000001 ↗ filed Feb 13, 2026
Holdings Value
Holdings 185 stocks · $477.1M
| AAPL Apple Inc. | 7.77% | 135,023 | $37.1M | Add +254.5% |
| GLDM SPDR Gold Minishares Trust | 6.73% | 319,431 | $32.1M | Reduce -10.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 6.73% | 64,461 | $32.1M | Add +1213.1% |
| MSFT Microsoft Corp. | 4.45% | 51,323 | $21.2M | Add +300.0% |
| SPSM SS SPDR P S&P 600 Small Cap | 4.31% | 399,782 | $20.6M | Add +146.3% |
| IJH iShares Core S&P Midcap ETF | 4.13% | 274,737 | $19.7M | Add +2.6% |
| RSP Invesco S&P 500 Equal Weight | 4.02% | 94,878 | $19.2M | Add +14.5% |
| CGIE Cap Group Intl Equity filed as CAPITAL GROUP INTERNATIONAL | 3.25% | 423,085 | $15.5M | Add +21.6% |
| IVV iShares Core S&P 500 ETF | 3.20% | 21,933 | $15.3M | Reduce -18.7% |
| FENI Fidelity Enhanced Intl ETF | 2.95% | 350,237 | $14.1M | Add +30.1% |
| FFSM Fidelity FNDM SM Mid Cap ETF | 2.86% | 402,143 | $13.7M | Reduce -0.9% |
| IEFA iShares Core MSCI Eafe ETF | 2.30% | 112,884 | $11.0M | Reduce -0.9% |
| TACK Fairlead Tactical Sector ETF | 2.22% | 340,219 | $10.6M | Add +16.0% |
| VOO Vanguard S&P 500 ETF | 2.10% | 15,736 | $10.0M | Reduce -3.0% |
| DXJ Wisdomtree Japan Hedged Eq | 2.07% | 59,692 | $9.9M | Reduce -1.9% |
| IJR iShares Core S&P Small-Cap E | 1.77% | 64,125 | $8.5M | Reduce -2.2% |
| CGCV Cap Group Conservative Eq filed as CAPITAL GROUP CONSERVATIVE E | 1.66% | 249,878 | $7.9M | Add +2.2% |
| DOL Wisdomtree TR DVLP Intnl-Usd | 1.41% | 92,925 | $6.7M | Reduce -0.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.25% | 8,619 | $6.0M | Add +13.2% |
| DGRW Wisdomtree U.S. Quality Divi | 1.17% | 59,444 | $5.6M | Reduce -5.8% |
| USFR Wisdomtree Floating Rate Tre | 1.16% | 110,269 | $5.6M | Reduce -11.5% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.12% | 86,502 | $5.4M | Add +667.2% |
| GOOGL Alphabet Inc. Class A | 1.04% | 15,366 | $5.0M | Reduce -8.7% |
| LLY Eli Lilly & Co. | 0.93% | 4,259 | $4.4M | Reduce -9.0% |
| DFAX Dimensional World Ex US Core | 0.85% | 111,886 | $4.0M | Reduce -3.3% |
| WMT Walmart Inc. | 0.80% | 29,401 | $3.8M | Reduce -3.6% |
| RSPN Invesco S&P 500 Equal Weight | 0.73% | 55,440 | $3.5M | Reduce -2.4% |
| GS Goldman Sachs Group Inc. | 0.73% | 3,702 | $3.5M | Add +16.4% |
| GOOG Alphabet Inc. Class C | 0.66% | 9,718 | $3.2M | Reduce -6.3% |
| JBND JPMorgan Active Bond ETF | 0.64% | 56,667 | $3.1M | Add +22.0% |
| NVDA Nvidia Corp. | 0.62% | 15,622 | $3.0M | Reduce -6.2% |
| EWJ iShares MSCI Japan ETF | 0.56% | 29,525 | $2.7M | Add +19.1% |
| CAT Caterpillar Inc. | 0.56% | 3,632 | $2.7M | Reduce -14.9% |
| KINS Kingstone Cos Inc. | 0.55% | 164,175 | $2.6M | Reduce -22.4% |
| SMMD iShares Russell 2500 ETF | 0.50% | 29,171 | $2.4M | Add +61.0% |
| JNJ Johnson & Johnson | 0.48% | 9,620 | $2.3M | Add +7.1% |
| AVGO Broadcom Inc. | 0.45% | 6,267 | $2.2M | Reduce -20.7% |
| MCD McDonald's Corp. | 0.45% | 6,599 | $2.1M | Reduce -3.5% |
| IWM iShares Russell 2000 ETF | 0.39% | 6,913 | $1.8M | Reduce -28.8% |
| JPM JPMorgan Chase & Co. | 0.38% | 5,580 | $1.8M | Reduce -11.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.37% | 2,877 | $1.8M | Add +0.2% |
| MA Mastercard Inc. Class A | 0.35% | 3,156 | $1.7M | Reduce -12.4% |
| IWR iShares Russell Mid-Cap ETF | 0.34% | 15,912 | $1.6M | Reduce -32.3% |
| BOSC Bos Better on-Line Solutions | 0.33% | 324,000 | $1.6M | Add +604.4% |
| RTX RTX Corp. | 0.33% | 7,981 | $1.6M | Reduce -4.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.33% | 9,983 | $1.6M | Reduce -17.4% |
| SUB iShares Short-Term National | 0.32% | 14,187 | $1.5M | Add +15.8% |
| META Meta Platforms Inc. Class A | 0.31% | 2,209 | $1.5M | Reduce -17.4% |
| CSCO Cisco Systems Inc. | 0.30% | 16,606 | $1.4M | Reduce -2.1% |
| MAR Marriott International Class A | 0.29% | 4,228 | $1.4M | Reduce -8.9% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.29% | 32,097 | $1.4M | Reduce -10.3% |
| SYK Stryker Corp. | 0.29% | 3,900 | $1.4M | Reduce -0.5% |
| XLE SS Energy Select Sector | 0.28% | 25,254 | $1.4M | Add +4.7% |
| AMGN Amgen Inc. | 0.28% | 3,604 | $1.4M | Add +7.0% |
| ITOT iShares Core S&P Total U.S. | 0.28% | 8,872 | $1.3M | No change |
| TXN Texas Instruments Inc. | 0.28% | 6,160 | $1.3M | Reduce -12.9% |
| HD Home Depot Inc. | 0.28% | 3,513 | $1.3M | Reduce -4.2% |
| LMT Lockheed Martin Corp. | 0.28% | 2,075 | $1.3M | Reduce -16.4% |
| VIG Vanguard Dividend Apprec ETF | 0.28% | 5,740 | $1.3M | Add +0.5% |
| MRK Merck & Co. Inc. | 0.26% | 10,741 | $1.3M | Reduce -3.5% |
| ABBV Abbvie Inc. | 0.26% | 5,637 | $1.3M | Reduce -5.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.26% | 6,013 | $1.2M | Add +1.4% |
| AMZN Amazon.com Inc. | 0.25% | 5,763 | $1.2M | Reduce -16.8% |
| RDVT Red Violet Inc. | 0.24% | 28,000 | $1.2M | Add +119.2% |
| COST Costco Wholesale Corp. | 0.24% | 1,157 | $1.2M | Reduce -8.0% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.24% | 18,285 | $1.2M | Add +1.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.24% | 20,274 | $1.1M | Add +1.9% |
| KO The Coca-Cola Co. | 0.24% | 14,659 | $1.1M | Reduce -2.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.24% | 3,734 | $1.1M | Reduce -0.3% |
| MEAR Ishrs Short Mat Muni Act ETF | 0.23% | 22,045 | $1.1M | Add +16.6% |
| BALL Ball Corp. | 0.23% | 16,173 | $1.1M | Reduce -3.8% |
| QCOM Qualcomm Inc. | 0.22% | 7,513 | $1.0M | Reduce -1.4% |
| MS Morgan Stanley | 0.22% | 5,706 | $1.0M | Add +1.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.21% | 2,959 | $1.0M | Add +87.9% |
| VLO Valero Energy Corp. | 0.21% | 5,000 | $1.0M | No change |
| V Visa Inc. Class A | 0.20% | 2,995 | $975K | Reduce -16.0% |
| MO Altria Group Inc. | 0.20% | 15,113 | $973K | Add +0.0% |
| DHR Danaher Corp. | 0.20% | 4,473 | $969K | Reduce -8.4% |
| SPHQ Invesco S&P 500 Quality ETF | 0.20% | 12,050 | $961K | No change |
| ADI Analog Devices Inc. | 0.20% | 2,885 | $932K | Reduce -10.1% |
| TRV The Travelers Cos Inc. | 0.19% | 3,072 | $900K | Reduce -1.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.18% | 3,131 | $872K | Reduce -9.1% |
| DGRO iShares Core Dividend Growth | 0.18% | 11,797 | $872K | No change |
| LOW Lowe's Cos Inc. | 0.18% | 3,145 | $871K | Reduce -6.0% |
| VEA Vanguard Ftse Developed ETF | 0.18% | 12,710 | $869K | Reduce -26.1% |
| HON Honeywell International Inc. | 0.18% | 3,590 | $861K | Reduce -6.1% |
| CURI Curiositystream Inc. | 0.18% | 255,290 | $840K | Add +6.4% |
| CVX Chevron Corp. | 0.18% | 4,588 | $838K | Reduce -7.7% |
| MCK McKesson Corp. | 0.17% | 859 | $827K | Reduce -6.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.17% | 10,000 | $817K | Reduce -0.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.16% | 15,492 | $785K | Reduce -23.0% |
| ACN Accenture PLC Class A | 0.16% | 3,294 | $780K | Reduce -19.2% |
| RSG Republic Services Inc. | 0.16% | 3,352 | $751K | Reduce -8.5% |
| XOM Exxon Mobil Corp. | 0.16% | 4,923 | $744K | Reduce -23.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.15% | 2,490 | $738K | Reduce -3.5% |
| CPSH CPS Technologies Corp. | 0.15% | 145,434 | $726K | New |
| AGG iShares Core U.S. Aggregate | 0.15% | 7,190 | $720K | New |
| EPD Enterprise Products Partners | 0.15% | 20,000 | $703K | No change |
| SCHA Schwab US Small-Cap ETF | 0.14% | 22,220 | $688K | Add +0.2% |
| WFC Wells Fargo & Co. | 0.14% | 7,238 | $685K | Add +33.7% |
Portfolio Sells Q3 2025 → Q4 2025
| IVV iShares Core S&P 500 ETF | Reduce -18.7% | 3.20% | −1.86 |
| GLDM SPDR Gold Minishares Trust | Reduce -10.9% | 6.73% | −0.95 |
| VOO Vanguard S&P 500 ETF | Reduce -3.0% | 2.10% | −0.68 |
| USFR Wisdomtree Floating Rate Tre | Reduce -11.5% | 1.16% | −0.59 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.9% | 2.30% | −0.49 |
| FFSM Fidelity FNDM SM Mid Cap ETF | Reduce -0.9% | 2.86% | −0.46 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.2% | 1.77% | −0.41 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -5.8% | 1.17% | −0.41 |
| KINS Kingstone Cos Inc. | Reduce -22.4% | 0.55% | −0.32 |
| IWR iShares Russell Mid-Cap ETF | Reduce -32.3% | 0.34% | −0.30 |
| AVGO Broadcom Inc. | Reduce -20.7% | 0.45% | −0.28 |
| IWM iShares Russell 2000 ETF | Reduce -28.8% | 0.39% | −0.27 |
| NVDA Nvidia Corp. | Reduce -6.2% | 0.62% | −0.25 |
| META Meta Platforms Inc. Class A | Reduce -17.4% | 0.31% | −0.24 |
| MA Mastercard Inc. Class A | Reduce -12.4% | 0.35% | −0.22 |
| DOL Wisdomtree TR DVLP Intnl-Usd | Reduce -0.4% | 1.41% | −0.22 |
| UNH Unitedhealth Group Inc. | Reduce -31.9% | 0.13% | −0.19 |
| SNWV Sanuwave Health Inc. | Sold out | 0.00% | −0.18 |
| DUOT Duos Technologies Group Inc. | Sold out | 0.00% | −0.18 |
| JPM JPMorgan Chase & Co. | Reduce -11.7% | 0.38% | −0.18 |
| AMZN Amazon.com Inc. | Reduce -16.8% | 0.25% | −0.17 |
| DFAX Dimensional World Ex US Core | Reduce -3.3% | 0.85% | −0.17 |
| PG The Procter & Gamble Co. | Reduce -40.5% | 0.14% | −0.17 |
| TJX TJX Companies Inc. | Reduce -17.4% | 0.33% | −0.16 |
| RSPN Invesco S&P 500 Equal Weight | Reduce -2.4% | 0.73% | −0.16 |
| ADP Automatic Data Processing | Reduce -30.2% | 0.10% | −0.15 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -10.3% | 0.29% | −0.14 |
| V Visa Inc. Class A | Reduce -16.0% | 0.20% | −0.14 |
| QCOM Qualcomm Inc. | Reduce -1.4% | 0.22% | −0.14 |
| HD Home Depot Inc. | Reduce -4.2% | 0.28% | −0.14 |
| MCD McDonald's Corp. | Reduce -3.5% | 0.45% | −0.13 |
| ABBV Abbvie Inc. | Reduce -5.6% | 0.26% | −0.12 |
| ABT Abbott Laboratories | Reduce -24.4% | 0.10% | −0.12 |
| DXJ Wisdomtree Japan Hedged Eq | Reduce -1.9% | 2.07% | −0.12 |
| ACN Accenture PLC Class A | Reduce -19.2% | 0.16% | −0.12 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -23.0% | 0.16% | −0.12 |
| IREN Iren Ltd. | Sold out | 0.00% | −0.12 |
| SYK Stryker Corp. | Reduce -0.5% | 0.29% | −0.11 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.11 |
| PPIH Perma-Pipe International Hol | Sold out | 0.00% | −0.11 |
| VEA Vanguard Ftse Developed ETF | Reduce -26.1% | 0.18% | −0.11 |
| AON Aon PLC Class A | Reduce -32.3% | 0.08% | −0.10 |
| GOOGL Alphabet Inc. Class A | Reduce -8.7% | 1.04% | −0.10 |
| BOF Branchout Food Inc. | Sold out | 0.00% | −0.10 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.09 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.09 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.09 |
| RPID Rapid Micro Biosystems Inc. Class A | Reduce -37.6% | 0.10% | −0.09 |
| WMT Walmart Inc. | Reduce -3.6% | 0.80% | −0.09 |
| EEM iShares MSCI Emerging Market | Reduce -47.1% | 0.07% | −0.09 |
Portfolio Buys Q3 2025 → Q4 2025
| BRK.B Berkshire Hathaway Inc. Class B | Add +1213.1% | 6.73% | +6.04 |
| AAPL Apple Inc. | Add +254.5% | 7.77% | +5.05 |
| MSFT Microsoft Corp. | Add +300.0% | 4.45% | +2.59 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +146.3% | 4.31% | +2.20 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +667.2% | 1.12% | +0.94 |
| FENI Fidelity Enhanced Intl ETF | Add +30.1% | 2.95% | +0.29 |
| BOSC Bos Better on-Line Solutions | Add +604.4% | 0.33% | +0.27 |
| CPSH CPS Technologies Corp. | New | 0.15% | +0.15 |
| AGG iShares Core U.S. Aggregate | New | 0.15% | +0.15 |
| SMMD iShares Russell 2500 ETF | Add +61.0% | 0.50% | +0.12 |
| CAH Cardinal Health Inc. | New | 0.10% | +0.10 |
| NTWK Netsol Technologies Inc. | New | 0.09% | +0.09 |
| IXUS iShares Core Intl Stock ETF | New | 0.08% | +0.08 |
| AKRE Akre Focus ETF | New | 0.07% | +0.07 |
| COF Capital One Financial Corp. | New | 0.07% | +0.07 |
| IWD iShares Russell 1000 Value E | New | 0.07% | +0.07 |
| BBEU JPMorgan Betabuilders Europe | New | 0.07% | +0.07 |
| VTI VG Morningstar TS MKT ETF-US | Add +87.9% | 0.21% | +0.07 |
| WEEL Peerless Option Income Wheel | New | 0.06% | +0.06 |
| IVW iShares S&P 500 Growth ETF | New | 0.06% | +0.06 |
| IUSG iShares Core S&P U.S. Growth | New | 0.06% | +0.06 |
| CMI Cummins Inc. | New | 0.06% | +0.06 |
| RDVT Red Violet Inc. | Add +119.2% | 0.24% | +0.06 |
| BBCA JPMorgan Betabuilders Canada | New | 0.06% | +0.06 |
| LRCX Lam Research Corp. | New | 0.05% | +0.05 |
| BNDX Vanguard Total Intl Bond ETF | New | 0.05% | +0.05 |
| AMPG Amplitech Group Inc. | New | 0.05% | +0.05 |
| BBJP JPMorgan Betabuilders Japan | New | 0.05% | +0.05 |
| VGT Vanguard Info Tech ETF | New | 0.04% | +0.04 |
| XLV SS Health Care Select Sector | New | 0.04% | +0.04 |
| PROF Profound Medical Corp. | New | 0.04% | +0.04 |
| ELWT Elauwit Connection Inc. | New | 0.04% | +0.04 |
| IWF iShares Russell 1000 Growth | Add +109.4% | 0.10% | +0.03 |
| VELO VELO3D Inc. | New | 0.03% | +0.03 |
| GS Goldman Sachs Group Inc. | Add +16.4% | 0.73% | +0.02 |
| SWAG Stran & Co. Inc. | New | 0.02% | +0.02 |
| AMGN Amgen Inc. | Add +7.0% | 0.28% | +0.02 |
| THRY Thryv Holdings Inc. | New | 0.02% | +0.02 |
| WFC Wells Fargo & Co. | Add +33.7% | 0.14% | +0.02 |
| JNJ Johnson & Johnson | Add +7.1% | 0.48% | +0.01 |
| SJT San Juan Basin Royalty TR | New | 0.01% | +0.01 |
| EWJ iShares MSCI Japan ETF | Add +19.1% | 0.56% | +0.01 |
| ODFL Old Dominion Freight Line | Add +0.1% | 0.12% | +0.01 |
| PH Parker Hannifin Corp. | Add +6.8% | 0.13% | +0.00 |
| GOSS Gossamer Bio Inc. | Add +42.0% | 0.01% | −0.00 |
| IMCB iShares Morningstar Mid-Cap | Add +9.8% | 0.05% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +9.7% | 0.11% | −0.02 |
| SPLV Invesco S&P 500 Low Volatili | Add +0.8% | 0.05% | −0.02 |
| XLE SS Energy Select Sector | Add +4.7% | 0.28% | −0.02 |
| XLI SS Industrial Select Sector | Add +4.0% | 0.14% | −0.02 |
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 |