Evernest Financial Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 4, 2026), Evernest Financial Advisors, LLC reported 180 stock positions worth $481.4 million. Its top holding was Apple (AAPL) at 7.5% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 6.3%) and SS SPDR P S&P 600 Small Cap (SPSM, 6.2%). Compared with Q4 2025, it opened 7 new positions, sold out of 12, added to 73 and reduced 65. The biggest buy was SS SPDR P S&P 600 Small Cap (SPSM, shares +41%) and the biggest sale SPDR Gold Minishares Trust (GLDM, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- CARMEL, IN
- CIK
- 0002009530
- Portfolio Value
- $481.4M (Q1 2026)
- SEC Filing
- 0002009530-26-000005 ↗ filed May 4, 2026
Holdings Value
Holdings 180 stocks · $481.4M
| AAPL Apple Inc. | 7.51% | 135,122 | $36.2M | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 6.33% | 64,461 | $30.5M | No change |
| SPSM SS SPDR P S&P 600 Small Cap | 6.20% | 562,067 | $29.8M | Add +40.6% |
| GLDM SPDR Gold Minishares Trust | 5.38% | 279,724 | $25.9M | Reduce -12.4% |
| RSP Invesco S&P 500 Equal Weight | 4.78% | 114,053 | $23.0M | Add +20.2% |
| IJH iShares Core S&P Midcap ETF | 4.73% | 312,576 | $22.8M | Add +13.8% |
| MSFT Microsoft Corp. | 4.45% | 50,394 | $21.4M | Reduce -1.8% |
| FENI Fidelity Enhanced Intl ETF | 3.47% | 429,234 | $16.7M | Add +22.6% |
| TACK Fairlead Tactical Sector ETF | 3.45% | 541,504 | $16.6M | Add +59.2% |
| IVV iShares Core S&P 500 ETF | 3.17% | 21,208 | $15.2M | Reduce -3.3% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 2.57% | 193,256 | $12.4M | Add +123.4% |
| CGIE Cap Group Intl Equity filed as CAPITAL GROUP INTERNATIONAL | 2.50% | 340,992 | $12.0M | Reduce -19.4% |
| IEFA iShares Core MSCI Eafe ETF | 2.21% | 112,241 | $10.6M | Reduce -0.6% |
| VOO Vanguard S&P 500 ETF | 2.15% | 15,729 | $10.3M | Reduce -0.0% |
| DXJ Wisdomtree Japan Hedged Eq | 2.11% | 63,266 | $10.2M | Add +6.0% |
| FFSM Fidelity FNDM SM Mid Cap ETF | 1.99% | 272,082 | $9.6M | Reduce -32.3% |
| DOL Wisdomtree TR DVLP Intnl-Usd | 1.38% | 92,400 | $6.6M | Reduce -0.6% |
| IJR iShares Core S&P Small-Cap E | 1.37% | 48,256 | $6.6M | Reduce -24.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.28% | 8,619 | $6.2M | No change |
| GOOGL Alphabet Inc. Class A | 1.13% | 15,494 | $5.4M | Add +0.8% |
| CGCV Cap Group Conservative Eq filed as CAPITAL GROUP CONSERVATIVE E | 0.84% | 129,884 | $4.0M | Reduce -48.0% |
| DFAX Dimensional World Ex US Core | 0.82% | 109,109 | $4.0M | Reduce -2.5% |
| LLY Eli Lilly & Co. | 0.81% | 4,472 | $3.9M | Add +5.0% |
| WMT Walmart Inc. | 0.78% | 29,549 | $3.8M | Add +0.5% |
| DGRW Wisdomtree U.S. Quality Divi | 0.75% | 38,219 | $3.6M | Reduce -35.7% |
| GS Goldman Sachs Group Inc. | 0.73% | 3,730 | $3.5M | Add +0.8% |
| RSPN Invesco S&P 500 Equal Weight | 0.70% | 55,379 | $3.4M | Reduce -0.1% |
| EWJ iShares MSCI Japan ETF | 0.70% | 38,501 | $3.4M | Add +30.4% |
| JBND JPMorgan Active Bond ETF | 0.69% | 61,719 | $3.3M | Add +8.9% |
| GOOG Alphabet Inc. Class C | 0.68% | 9,421 | $3.3M | Reduce -3.1% |
| CAT Caterpillar Inc. | 0.64% | 3,703 | $3.1M | Add +1.9% |
| SMMD iShares Russell 2500 ETF | 0.57% | 32,492 | $2.7M | Add +11.4% |
| NVDA Nvidia Corp. | 0.57% | 12,649 | $2.7M | Reduce -19.0% |
| AVGO Broadcom Inc. | 0.57% | 6,520 | $2.7M | Add +4.0% |
| JNJ Johnson & Johnson | 0.47% | 10,060 | $2.3M | Add +4.6% |
| MCD McDonald's Corp. | 0.41% | 6,774 | $2.0M | Add +2.6% |
| IWM iShares Russell 2000 ETF | 0.40% | 6,914 | $1.9M | Add +0.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.40% | 2,880 | $1.9M | Add +0.1% |
| TXN Texas Instruments Inc. | 0.36% | 6,445 | $1.7M | Add +4.6% |
| JPM JPMorgan Chase & Co. | 0.35% | 5,386 | $1.7M | Reduce -3.5% |
| KINS Kingstone Cos Inc. | 0.35% | 95,016 | $1.7M | Reduce -42.1% |
| IWR iShares Russell Mid-Cap ETF | 0.34% | 15,912 | $1.7M | No change |
| CSCO Cisco Systems Inc. | 0.34% | 18,481 | $1.6M | Add +11.3% |
| SUB iShares Short-Term National | 0.34% | 15,231 | $1.6M | Add +7.4% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.33% | 34,316 | $1.6M | Add +6.9% |
| RDVT Red Violet Inc. | 0.33% | 41,870 | $1.6M | Add +49.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.33% | 9,945 | $1.6M | Reduce -0.4% |
| MA Mastercard Inc. Class A | 0.33% | 3,090 | $1.6M | Reduce -2.1% |
| MAR Marriott International Class A | 0.32% | 4,299 | $1.6M | Add +1.7% |
| AMZN Amazon.com Inc. | 0.31% | 5,759 | $1.5M | Reduce -0.1% |
| MEAR Ishrs Short Mat Muni Act ETF | 0.31% | 29,344 | $1.5M | Add +33.1% |
| RTX RTX Corp. | 0.31% | 8,480 | $1.5M | Add +6.3% |
| ITOT iShares Core S&P Total U.S. | 0.29% | 8,872 | $1.4M | No change |
| XLE SS Energy Select Sector | 0.29% | 24,323 | $1.4M | Reduce -3.7% |
| VIG Vanguard Dividend Apprec ETF | 0.27% | 5,755 | $1.3M | Add +0.3% |
| SYK Stryker Corp. | 0.27% | 3,917 | $1.3M | Add +0.4% |
| AMGN Amgen Inc. | 0.27% | 3,776 | $1.3M | Add +4.8% |
| JIVE JPM Interntl Value ETF filed as J P MORGAN EXCHANGE TRADED F | 0.26% | 13,910 | $1.2M | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.25% | 6,017 | $1.2M | Add +0.1% |
| KO The Coca-Cola Co. | 0.25% | 16,062 | $1.2M | Add +9.6% |
| VLO Valero Energy Corp. | 0.25% | 5,000 | $1.2M | No change |
| MRK Merck & Co. Inc. | 0.25% | 10,792 | $1.2M | Add +0.5% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.24% | 18,242 | $1.2M | Reduce -0.2% |
| ABBV Abbvie Inc. | 0.24% | 5,872 | $1.2M | Add +4.2% |
| COST Costco Wholesale Corp. | 0.24% | 1,161 | $1.2M | Add +0.3% |
| HD Home Depot Inc. | 0.24% | 3,407 | $1.1M | Reduce -3.0% |
| LMT Lockheed Martin Corp. | 0.23% | 2,154 | $1.1M | Add +3.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.23% | 14,360 | $1.1M | Add +284.6% |
| MS Morgan Stanley | 0.23% | 5,695 | $1.1M | Reduce -0.2% |
| META Meta Platforms Inc. Class A | 0.22% | 1,539 | $1.0M | Reduce -30.3% |
| QCOM Qualcomm Inc. | 0.21% | 6,813 | $1.0M | Reduce -9.3% |
| RPID Rapid Micro Biosystems Inc. Class A | 0.21% | 432,510 | $1.0M | Add +246.0% |
| MO Altria Group Inc. | 0.21% | 15,363 | $1.0M | Add +1.6% |
| BALL Ball Corp. | 0.21% | 16,210 | $990K | Add +0.2% |
| ADI Analog Devices Inc. | 0.20% | 2,482 | $974K | Reduce -14.0% |
| SPHQ Invesco S&P 500 Quality ETF | 0.20% | 12,050 | $967K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.20% | 18,285 | $962K | Reduce -9.8% |
| XPEL Xpel Inc. | 0.20% | 20,250 | $942K | New |
| V Visa Inc. Class A | 0.19% | 2,987 | $925K | Reduce -0.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.19% | 2,606 | $919K | Reduce -11.9% |
| CVX Chevron Corp. | 0.19% | 4,962 | $917K | Add +8.2% |
| TRV The Travelers Cos Inc. | 0.19% | 2,988 | $908K | Reduce -2.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.18% | 3,120 | $885K | Reduce -0.3% |
| BOSC Bos Better on-Line Solutions | 0.18% | 181,412 | $876K | Reduce -44.0% |
| DHR Danaher Corp. | 0.18% | 4,754 | $859K | Add +6.3% |
| DGRO iShares Core Dividend Growth | 0.18% | 11,797 | $856K | No change |
| VEA Vanguard Ftse Developed ETF | 0.18% | 12,461 | $848K | Reduce -2.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.17% | 10,000 | $842K | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.16% | 15,415 | $778K | Reduce -0.5% |
| EPD Enterprise Products Partners | 0.16% | 20,000 | $764K | No change |
| HON Honeywell International Inc. | 0.16% | 3,596 | $762K | Add +0.2% |
| UNH Unitedhealth Group Inc. | 0.15% | 2,097 | $744K | Reduce -5.0% |
| XOM Exxon Mobil Corp. | 0.15% | 4,924 | $730K | Add +0.0% |
| AON Aon PLC Class A | 0.15% | 2,230 | $722K | Add +79.5% |
| XLB SS Materials Select Sector | 0.15% | 13,768 | $713K | Add +14.6% |
| MCK McKesson Corp. | 0.15% | 859 | $712K | No change |
| AGG iShares Core U.S. Aggregate | 0.15% | 7,077 | $704K | Reduce -1.6% |
| SCHA Schwab US Small-Cap ETF | 0.15% | 21,638 | $700K | Reduce -2.6% |
| SHEL Shell PLC-ADR | 0.14% | 8,006 | $696K | No change |
| RSG Republic Services Inc. | 0.14% | 3,367 | $694K | Add +0.5% |
Portfolio Sells Q4 2025 → Q1 2026
| GLDM SPDR Gold Minishares Trust | Reduce -12.4% | 5.38% | −1.35 |
| USFR Wisdomtree Floating Rate Tre | Reduce -91.9% | 0.09% | −1.07 |
| FFSM Fidelity FNDM SM Mid Cap ETF | Reduce -32.3% | 1.99% | −0.87 |
| CGCV Cap Group Conservative Eq | Reduce -48.0% | 0.84% | −0.82 |
| CGIE Cap Group Intl Equity | Reduce -19.4% | 2.50% | −0.75 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -35.7% | 0.75% | −0.42 |
| IJR iShares Core S&P Small-Cap E | Reduce -24.8% | 1.37% | −0.41 |
| KINS Kingstone Cos Inc. | Reduce -42.1% | 0.35% | −0.20 |
| BOSC Bos Better on-Line Solutions | Reduce -44.0% | 0.18% | −0.15 |
| META Meta Platforms Inc. Class A | Reduce -30.3% | 0.22% | −0.10 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.6% | 2.21% | −0.09 |
| CURI Curiositystream Inc. | Reduce -47.0% | 0.09% | −0.08 |
| CPSH CPS Technologies Corp. | Reduce -53.0% | 0.07% | −0.08 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.06 |
| NVDA Nvidia Corp. | Reduce -19.0% | 0.57% | −0.05 |
| NTWK Netsol Technologies Inc. | Reduce -59.7% | 0.04% | −0.05 |
| VIOO Vanguard S&P Small-Cap 600 E | Sold out | 0.00% | −0.05 |
| AMPG Amplitech Group Inc. | Sold out | 0.00% | −0.05 |
| WFC Wells Fargo & Co. | Reduce -20.7% | 0.10% | −0.05 |
| HD Home Depot Inc. | Reduce -3.0% | 0.24% | −0.05 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.04 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.04 |
| PROF Profound Medical Corp. | Sold out | 0.00% | −0.04 |
| ACN Accenture PLC Class A | Reduce -0.0% | 0.12% | −0.04 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.04 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.04 |
| ELWT Elauwit Connection Inc. | Sold out | 0.00% | −0.04 |
| LOW Lowe's Cos Inc. | Reduce -10.0% | 0.14% | −0.04 |
| BAC Bank of America Corp. | Reduce -9.8% | 0.20% | −0.04 |
| EWCZ European Wax Center Inc. Class A | Sold out | 0.00% | −0.04 |
| IVV iShares Core S&P 500 ETF | Reduce -3.3% | 3.17% | −0.04 |
| IBM Intl Business Machines Corp. | Reduce -1.5% | 0.12% | −0.04 |
| DOL Wisdomtree TR DVLP Intnl-Usd | Reduce -0.6% | 1.38% | −0.03 |
| RSPN Invesco S&P 500 Equal Weight | Reduce -0.1% | 0.70% | −0.03 |
| VELO VELO3D Inc. | Sold out | 0.00% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -2.1% | 0.33% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -3.5% | 0.35% | −0.03 |
| ADP Automatic Data Processing | Reduce -11.9% | 0.08% | −0.03 |
| DFAX Dimensional World Ex US Core | Reduce -2.5% | 0.82% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -11.9% | 0.19% | −0.02 |
| GNSS Genasys Inc. | Reduce -7.3% | 0.12% | −0.02 |
| SCHM Schwab US Mid Cap ETF | Reduce -14.0% | 0.13% | −0.02 |
| CRH CRH PLC | Reduce -15.8% | 0.06% | −0.02 |
| CBRE CBRE Group Inc. Class A | Reduce -16.0% | 0.04% | −0.02 |
| TDVG T Rowe Price Dividend Growth | Reduce -19.6% | 0.06% | −0.02 |
| THRY Thryv Holdings Inc. | Sold out | 0.00% | −0.02 |
| IUSG iShares Core S&P U.S. Growth | Reduce -29.0% | 0.04% | −0.01 |
| V Visa Inc. Class A | Reduce -0.3% | 0.19% | −0.01 |
| SWAG Stran & Co. Inc. | Reduce -44.6% | 0.01% | −0.01 |
| ITW Illinois Tool Works | Reduce -0.2% | 0.09% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| SPSM SS SPDR P S&P 600 Small Cap | Add +40.6% | 6.20% | +1.89 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +123.4% | 2.57% | +1.45 |
| TACK Fairlead Tactical Sector ETF | Add +59.2% | 3.45% | +1.23 |
| RSP Invesco S&P 500 Equal Weight | Add +20.2% | 4.78% | +0.76 |
| IJH iShares Core S&P Midcap ETF | Add +13.8% | 4.73% | +0.60 |
| FENI Fidelity Enhanced Intl ETF | Add +22.6% | 3.47% | +0.52 |
| JIVE JPM Interntl Value ETF | New | 0.26% | +0.26 |
| XPEL Xpel Inc. | New | 0.20% | +0.20 |
| EWJ iShares MSCI Japan ETF | Add +30.4% | 0.70% | +0.14 |
| AVGO Broadcom Inc. | Add +4.0% | 0.57% | +0.11 |
| RPID Rapid Micro Biosystems Inc. Class A | Add +246.0% | 0.21% | +0.11 |
| BODI The Beachbody Co. Inc. | New | 0.09% | +0.09 |
| RDVT Red Violet Inc. | Add +49.5% | 0.33% | +0.08 |
| GOOGL Alphabet Inc. Class A | Add +0.8% | 1.13% | +0.08 |
| TXN Texas Instruments Inc. | Add +4.6% | 0.36% | +0.08 |
| MEAR Ishrs Short Mat Muni Act ETF | Add +33.1% | 0.31% | +0.07 |
| CAT Caterpillar Inc. | Add +1.9% | 0.64% | +0.07 |
| SMMD iShares Russell 2500 ETF | Add +11.4% | 0.57% | +0.07 |
| LNSR Lensar Inc. | New | 0.07% | +0.07 |
| SPG Simon Property Group Inc. | New | 0.07% | +0.07 |
| AON Aon PLC Class A | Add +79.5% | 0.15% | +0.07 |
| HGBL Heritage Global Inc. | New | 0.06% | +0.06 |
| DXJ Wisdomtree Japan Hedged Eq | Add +6.0% | 2.11% | +0.05 |
| JBND JPMorgan Active Bond ETF | Add +8.9% | 0.69% | +0.05 |
| INVE Inve Technologies Inc. | New | 0.04% | +0.04 |
| CSCO Cisco Systems Inc. | Add +11.3% | 0.34% | +0.04 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +6.9% | 0.33% | +0.04 |
| MAR Marriott International Class A | Add +1.7% | 0.32% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.1% | 0.40% | +0.03 |
| LNG Cheniere Energy Inc. | Add +23.9% | 0.07% | +0.02 |
| VZ Verizon Communications Inc. | Add +37.4% | 0.08% | +0.02 |
| CEG Constellation Energy | Add +3.7% | 0.12% | +0.02 |
| SUB iShares Short-Term National | Add +7.4% | 0.34% | +0.02 |
| LIN Linde PLC | Add +20.9% | 0.07% | +0.02 |
| XLB SS Materials Select Sector | Add +14.6% | 0.15% | +0.02 |
| CVX Chevron Corp. | Add +8.2% | 0.19% | +0.01 |
| ODFL Old Dominion Freight Line | Add +0.1% | 0.14% | +0.01 |
| KO The Coca-Cola Co. | Add +9.6% | 0.25% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +0.0% | 0.40% | +0.01 |
| CB Chubb Ltd. | Add +13.7% | 0.10% | +0.01 |
| XLK SS Technology Select Sector | Add +1.5% | 0.10% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.1% | 0.08% | +0.01 |
| WWR Westwater Resources Inc. | Add +200.0% | 0.02% | +0.01 |
| PH Parker Hannifin Corp. | Add +7.4% | 0.14% | +0.01 |
| MO Altria Group Inc. | Add +1.6% | 0.21% | +0.01 |
| AMT American Tower Corp. | Add +13.1% | 0.05% | +0.01 |
| CMI Cummins Inc. | Add +1.1% | 0.06% | +0.01 |
| VGT Vanguard Info Tech ETF | Add +700.4% | 0.05% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +500.1% | 0.07% | +0.00 |
| VTWO Vanguard Russell 2000 ETF | Add +2.0% | 0.05% | +0.00 |
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 |