Evernest Financial Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Evernest Financial Advisors, LLC held in its portfolio 182 assets valued at $477,105,964 (i.e. $477.11M).
The most valuable assets in the portfolio included: APPLE INC ($37.08M), WORLD GOLD TR ($32.13M), and BERKSHIRE HATHAWAY INC DEL ($32.11M).
The chart below shows the top 10 valuable assets, and the table below shows the top 182 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Evernest Financial Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 135023 | 37080088 | COM |
| WORLD GOLD TR | 319431 | 32128376 | SPDR GLD MINIS |
| BERKSHIRE HATHAWAY INC DEL | 64461 | 32106735 | CL B NEW |
| SPDR SERIES TRUST | 431475 | 22965229 | STATE STREET SPD |
| MICROSOFT CORP | 51323 | 21227248 | COM |
| ISHARES TR | 274737 | 19723363 | CORE S&P MCP ETF |
| INVESCO EXCHANGE TRADED FD T | 94878 | 19201312 | S&P500 EQL WGT |
| CAPITAL GROUP INTERNATIONAL | 423085 | 15506055 | SHS |
| ISHARES TR | 21933 | 15288974 | CORE S&P500 ETF |
| FIDELITY COVINGTON TRUST | 350237 | 14065521 | ENHANCED INTL |
| FIDELITY COVINGTON TRUST | 402143 | 13664804 | FUNDAMENTAL SMAL |
| ISHARES TR | 112884 | 10951961 | CORE MSCI EAFE |
| CAPITOL SER TR | 340219 | 10580823 | FAIRLEAD TACTICA |
| VANGUARD INDEX FDS | 15736 | 10043071 | S&P 500 ETF SHS |
| WISDOMTREE TR | 59692 | 9852799 | JAPN HEDGE EQT |
| ISHARES TR | 64125 | 8463805 | CORE S&P SCP ETF |
| CAPITAL GROUP CONSERVATIVE E | 249878 | 7911144 | SHS |
| WISDOMTREE TR | 92925 | 6721232 | TRUE DEVELOPED I |
| SPDR S&P 500 ETF TR | 8619 | 5980886 | TR UNIT |
| WISDOMTREE TR | 59444 | 5558060 | US QTLY DIV GRT |
| WISDOMTREE TR | 110269 | 5556459 | FLOATNG RAT TREA |
| BLACKROCK ETF TRUST | 86502 | 5358792 | ISHARES US EQUIT |
| ALPHABET INC | 15366 | 4983635 | CAP STK CL A |
| ELI LILLY & CO | 4259 | 4449147 | COM |
| DIMENSIONAL ETF TRUST | 111886 | 4032378 | WORLD EX US CORE |
| WALMART INC | 29401 | 3793262 | COM |
| INVESCO EXCHANGE TRADED FD T | 55440 | 3494915 | S&P500 EQL IND |
| GOLDMAN SACHS GROUP INC | 3702 | 3492904 | COM |
| ALPHABET INC | 9718 | 3152489 | CAP STK CL C |
| J P MORGAN EXCHANGE TRADED F | 56667 | 3069646 | ACTIVE BOND ETF |
| NVIDIA CORPORATION | 15622 | 2968746 | COM |
| ISHARES INC | 29525 | 2695316 | MSCI JAPAN ETF |
| CATERPILLAR INC | 3632 | 2695146 | COM |
| KINGSTONE COS INC | 164175 | 2610380 | COM |
| ISHARES TR | 29171 | 2375395 | RUSEL 2500 ETF |
| JOHNSON & JOHNSON | 9620 | 2295751 | COM |
| BROADCOM INC | 6267 | 2155632 | COM |
| MCDONALDS CORP | 6599 | 2148533 | COM |
| ISHARES TR | 6913 | 1845038 | RUSSELL 2000 ETF |
| JPMORGAN CHASE & CO. | 5580 | 1797204 | COM |
| INVESCO QQQ TR | 2877 | 1767334 | UNIT SER 1 |
| MASTERCARD INCORPORATED | 3156 | 1689250 | CL A |
| ISHARES TR | 15912 | 1624774 | RUS MID CAP ETF |
| BOS BETTER ONLINE SOLUTIONS | 324000 | 1590840 | SHS NEW NIS 80 |
| RTX CORPORATION | 7981 | 1565792 | COM |
| TJX COS INC NEW | 9983 | 1559785 | COM |
| ISHARES TR | 14187 | 1521385 | SHRT NAT MUN ETF |
| META PLATFORMS INC | 2209 | 1495694 | CL A |
| CISCO SYS INC | 16606 | 1441105 | COM |
| MARRIOTT INTL INC NEW | 4228 | 1400471 | CL A |
| SELECT SECTOR SPDR TR | 32097 | 1395586 | STATE STREET UTI |
| STRYKER CORPORATION | 3900 | 1388671 | COM |
| SELECT SECTOR SPDR TR | 25254 | 1354609 | STATE STREET ENE |
| AMGEN INC | 3604 | 1354455 | COM |
| ISHARES TR | 8872 | 1347657 | CORE S&P TTL STK |
| TEXAS INSTRS INC | 6160 | 1347565 | COM |
| HOME DEPOT INC | 3513 | 1338636 | COM |
| LOCKHEED MARTIN CORP | 2075 | 1324661 | COM |
| VANGUARD SPECIALIZED FUNDS | 5740 | 1318411 | DIV APP ETF |
| MERCK & CO INC | 10741 | 1263698 | COM |
| ABBVIE INC | 5637 | 1258571 | COM |
| VANGUARD INDEX FDS | 6013 | 1238874 | VALUE ETF |
| AMAZON COM INC | 5763 | 1202858 | COM |
| RED VIOLET INC | 28000 | 1156960 | COM |
| COSTCO WHSL CORP NEW | 1157 | 1154453 | COM |
| BANK AMERICA CORP | 20274 | 1143657 | COM |
| COCA COLA CO | 14659 | 1142958 | COM |
| VANGUARD INDEX FDS | 3734 | 1127855 | MID CAP ETF |
| ISHARES U S ETF TR | 22045 | 1113282 | SHORT MATURITY M |
| BALL CORP | 16173 | 1077930 | COM |
| QUALCOMM INC | 7513 | 1043757 | COM |
| MORGAN STANLEY | 5706 | 1040472 | COM NEW |
| VANGUARD INDEX FDS | 2959 | 1013872 | TOTAL STK MKT |
| VALERO ENERGY CORP | 5000 | 1006900 | COM |
| VISA INC | 2995 | 975092 | COM CL A |
| ALTRIA GROUP INC | 15113 | 973254 | COM |
| DANAHER CORPORATION | 4473 | 969164 | COM |
| INVESCO EXCHANGE TRADED FD T | 12050 | 961349 | S&P500 QUALITY |
| ANALOG DEVICES INC | 2885 | 931731 | COM |
| TRAVELERS COMPANIES INC | 3072 | 899549 | COM |
| VANGUARD INDEX FDS | 3131 | 871902 | SMALL CP ETF |
| ISHARES TR | 11797 | 871562 | CORE DIV GRWTH |
| LOWES COS INC | 3145 | 870693 | COM |
| VANGUARD TAX-MANAGED FDS | 12710 | 868983 | VAN FTSE DEV MKT |
| HONEYWELL INTL INC | 3590 | 861112 | COM |
| CURIOSITYSTREAM INC | 255290 | 839904 | COM CL A |
| CHEVRON CORP NEW | 4588 | 837839 | COM |
| MCKESSON CORP | 859 | 826633 | COM |
| VANGUARD MUN BD FDS | 15492 | 784975 | TAX EXEMPT BD |
| ACCENTURE PLC IRELAND | 3294 | 779844 | SHS CLASS A |
| REPUBLIC SVCS INC | 3352 | 751202 | COM |
| EXXON MOBIL CORP | 4923 | 744368 | COM |
| INTERNATIONAL BUSINESS MACHS | 2490 | 737906 | COM |
| CPS TECHNOLOGIES CORP | 145434 | 725716 | COM |
| ISHARES TR | 7190 | 720176 | CORE US AGGBD ET |
| ENTERPRISE PRODS PARTNERS L | 20000 | 703200 | COM |
| SCHWAB STRATEGIC TR | 22220 | 688382 | US SML CAP ETF |
| WELLS FARGO CO NEW | 7238 | 684787 | COM |
| SCHWAB STRATEGIC TR | 20834 | 682516 | US MID-CAP ETF |
| SELECT SECTOR SPDR TR | 3829 | 665044 | STATE STREET IND |
| PROCTER AND GAMBLE CO | 4219 | 663796 | COM |
| GENASYS INC | 313267 | 642197 | COM |
| SELECT SECTOR SPDR TR | 12017 | 627070 | STATE STREET MAT |
| SHELL PLC | 8006 | 622867 | SPON ADS |
| PARKER-HANNIFIN CORP | 624 | 610815 | COM |
| UNITEDHEALTH GROUP INC | 2208 | 608779 | COM |
| OLD DOMINION FREIGHT LINE IN | 3004 | 589114 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 871 | 571157 | UTSER1 S&PDCRP |
| SCHWAB STRATEGIC TR | 20241 | 554189 | US LRG CAP ETF |
| VANGUARD INTL EQUITY INDEX F | 8957 | 517279 | FTSE EMR MKT ETF |
| BLACKROCK INC | 468 | 505523 | COM |
| ABBOTT LABS | 4509 | 500799 | COM |
| AUTOMATIC DATA PROCESSING IN | 2200 | 498500 | COM |
| CARDINAL HEALTH INC | 2190 | 494414 | COM |
| NORTHROP GRUMMAN CORP | 700 | 488614 | COM |
| ILLINOIS TOOL WKS INC | 1680 | 488073 | COM |
| CONSTELLATION ENERGY CORP | 1765 | 480472 | COM |
| RAPID MICRO BIOSYSTEMS INC | 125000 | 468750 | CLASS A COM |
| ISHARES TR | 999 | 460519 | RUS 1000 GRW ETF |
| VANGUARD ADMIRAL FDS INC | 2143 | 458867 | 500 VAL IDX FD |
| CHUBB LIMITED | 1362 | 444152 | COM |
| NETSOL TECHNOLOGIES INC | 130452 | 418751 | COM PAR $.001 |
| SELECT SECTOR SPDR TR | 2902 | 416007 | STATE STREET TEC |
| DISNEY WALT CO | 3679 | 394116 | COM |
| ISHARES TR | 3756 | 390543 | MSCI EAFE ETF |
| T ROWE PRICE ETF INC | 8278 | 387536 | PRICE DIV GRWT |
| AON PLC | 1242 | 385442 | SHS CL A |
| STARBUCKS CORP | 3835 | 379611 | COM |
| ISHARES TR | 4014 | 369850 | CORE MSCI TOTAL |
| PROFESIONALLY MANAGED PORTFO | 6222 | 357267 | AKRE FOCUS ETF |
| CRH PLC | 2793 | 354264 | ORD |
| CAPITAL ONE FINL CORP | 1496 | 333194 | COM |
| ISHARES TR | 1480 | 332438 | RUS 1000 VAL ETF |
| J P MORGAN EXCHANGE TRADED F | 4230 | 331082 | BETABUILDERS EUR |
| ISHARES TR | 5460 | 330385 | MSCI EMG MKT ETF |
| MARSH & MCLENNAN COS INC | 1894 | 324216 | COM |
| MAMAS CREATIONS INC | 20242 | 320633 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 895 | 317944 | SPONSORED ADS |
| VANGUARD INDEX FDS | 670 | 317362 | GROWTH ETF |
| INTERCONTINENTAL EXCHANGE IN | 1767 | 299471 | COM |
| ISHARES TR | 1948 | 287155 | MSCI ACWI ETF |
| CBRE GROUP INC | 1672 | 285879 | CL A |
| TIDAL TRUST II | 13866 | 280298 | PEERLESS OPTION |
| VERIZON COMMUNICATIONS INC | 5885 | 276692 | COM |
| VANGUARD INDEX FDS | 979 | 270028 | MCAP GR IDXVIP |
| ISHARES TR | 2186 | 267894 | S&P 500 GRWT ETF |
| ISHARES TR | 1596 | 267697 | CORE S&P US GWT |
| CUMMINS INC | 442 | 266065 | COM |
| NIKE INC | 4259 | 265804 | CL B |
| J P MORGAN EXCHANGE TRADED F | 2725 | 263862 | BETABUILDERS CDA |
| INVESCO EXCH TRADED FD TR II | 3515 | 261837 | S&P500 LOW VOL |
| ISHARES GOLD TR | 2639 | 252368 | ISHARES NEW |
| VANGUARD ADMIRAL FDS INC | 2073 | 252160 | MIDCP 400 IDX |
| LAM RESEARCH CORP | 1065 | 244156 | COM NEW |
| VANGUARD SCOTTSDALE FDS | 2236 | 241197 | VNG RUS2000IDX |
| LINDE PLC | 527 | 240491 | SHS |
| GENERAL DYNAMICS CORP | 667 | 240228 | COM |
| CHENIERE ENERGY INC | 1081 | 233118 | COM NEW |
| VANGUARD CHARLOTTE FDS | 4766 | 231485 | TOTAL INT BD ETF |
| ISHARES TR | 2646 | 231446 | MRGSTR MD CP ETF |
| VANGUARD ADMIRAL FDS INC | 1889 | 230137 | SMLLCP 600 IDX |
| AMPLITECH GROUP INC | 74000 | 229400 | COM NEW |
| EATON CORP PLC | 602 | 226990 | SHS |
| J P MORGAN EXCHANGE TRADED F | 3001 | 223755 | BETABULDRS JAPAN |
| AMERICAN TOWER CORP NEW | 1254 | 217832 | COM |
| SELECT SECTOR SPDR TR | 5072 | 214292 | STATE STREET REA |
| VANGUARD WORLD FD | 284 | 213537 | INF TECH ETF |
| THERMO FISHER SCIENTIFIC INC | 385 | 210503 | COM |
| PRECIPIO INC | 10600 | 209880 | COM |
| SELECT SECTOR SPDR TR | 1328 | 207593 | STATE STREET HEA |
| PROFOUND MED CORP | 31500 | 204750 | COM NEW |
| SALESFORCE INC | 1035 | 200746 | COM |
| COLGATE PALMOLIVE CO | 2128 | 200398 | COM |
| PEPSICO INC | 1204 | 200367 | COM |
| ELAUWIT CONNECTION INC | 39500 | 198685 | COM |
| EUROPEAN WAX CTR INC | 46963 | 187852 | CLASS A COM |
| VELO3D INC | 10200 | 139740 | COM NEW |
| STRAN & COMPANY INC | 56000 | 98560 | COMMON STOCK |
| THRYV HLDGS INC | 20000 | 78600 | COM NEW |
| GOSSAMER BIO INC | 28400 | 64184 | COM |
| SAN JUAN BASIN RTY TR | 11000 | 61930 | UNIT BEN INT |
| WESTWATER RES INC | 40000 | 38400 | COM NEW |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.