Evernest Financial Advisors, LLC

Est. AUM

$481.4M

13F long equity, this entity only

Positions

180

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$36.2M	135122	7.51%	SOLE
2	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$30.5M	64461	6.33%	SOLE
3	SPDR SERIES TRUST	STATE STREET SPD	$29.8M	562067	6.20%	SOLE
4	WORLD GOLD TR	SPDR GLD MINIS	$25.9M	279724	5.38%	SOLE
5	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$23.0M	114053	4.78%	SOLE
6	ISHARES TR	CORE S&P MCP ETF	$22.8M	312576	4.73%	SOLE
7	MICROSOFT CORP	COM	$21.4M	50394	4.45%	SOLE
8	FIDELITY COVINGTON TRUST	ENHANCED INTL	$16.7M	429234	3.47%	SOLE
9	CAPITOL SER TR	FAIRLEAD TACTICA	$16.6M	541504	3.45%	SOLE
10	ISHARES TR	CORE S&P500 ETF	$15.2M	21208	3.17%	SOLE
11	BLACKROCK ETF TRUST	ISHARES US EQUIT	$12.4M	193256	2.57%	SOLE
12	CAPITAL GROUP INTERNATIONAL	SHS	$12.0M	340992	2.50%	SOLE
13	ISHARES TR	CORE MSCI EAFE	$10.6M	112241	2.21%	SOLE
14	VANGUARD INDEX FDS	S&P 500 ETF SHS	$10.3M	15729	2.15%	SOLE
15	WISDOMTREE TR	JAPN HEDGE EQT	$10.2M	63266	2.11%	SOLE
16	FIDELITY COVINGTON TRUST	FUNDAMENTAL SMAL	$9.6M	272082	1.99%	SOLE
17	WISDOMTREE TR	TRUE DEVELOPED I	$6.6M	92400	1.38%	SOLE
18	ISHARES TR	CORE S&P SCP ETF	$6.6M	48256	1.37%	SOLE
19	STATE STR SPDR S&P 500 ETF T	TR UNIT	$6.2M	8619	1.28%	SOLE
20	ALPHABET INC	CAP STK CL A	$5.4M	15494	1.13%	SOLE
21	CAPITAL GROUP CONSERVATIVE E	SHS	$4.0M	129884	0.84%	SOLE
22	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$4.0M	109109	0.82%	SOLE
23	ELI LILLY & CO	COM	$3.9M	4472	0.81%	SOLE
24	WALMART INC	COM	$3.8M	29549	0.78%	SOLE
25	WISDOMTREE TR	US QTLY DIV GRT	$3.6M	38219	0.75%	SOLE
26	GOLDMAN SACHS GROUP INC	COM	$3.5M	3730	0.73%	SOLE
27	INVESCO EXCHANGE TRADED FD T	S&P500 EQL IND	$3.4M	55379	0.70%	SOLE
28	ISHARES INC	MSCI JAPAN ETF	$3.4M	38501	0.70%	SOLE
29	J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$3.3M	61719	0.69%	SOLE
30	ALPHABET INC	CAP STK CL C	$3.3M	9421	0.68%	SOLE
31	CATERPILLAR INC	COM	$3.1M	3703	0.64%	SOLE
32	ISHARES TR	RUSEL 2500 ETF	$2.7M	32492	0.57%	SOLE
33	NVIDIA CORPORATION	COM	$2.7M	12649	0.57%	SOLE
34	BROADCOM INC	COM	$2.7M	6520	0.57%	SOLE
35	JOHNSON & JOHNSON	COM	$2.3M	10060	0.47%	SOLE
36	MCDONALDS CORP	COM	$2.0M	6774	0.41%	SOLE
37	ISHARES TR	RUSSELL 2000 ETF	$1.9M	6914	0.40%	SOLE
38	INVESCO QQQ TR	UNIT SER 1	$1.9M	2880	0.40%	SOLE
39	TEXAS INSTRS INC	COM	$1.7M	6445	0.36%	SOLE
40	JPMORGAN CHASE & CO	COM	$1.7M	5386	0.35%	SOLE
41	KINGSTONE COS INC	COM	$1.7M	95016	0.35%	SOLE
42	ISHARES TR	RUS MID CAP ETF	$1.7M	15912	0.34%	SOLE
43	CISCO SYS INC	COM	$1.6M	18481	0.34%	SOLE
44	ISHARES TR	SHRT NAT MUN ETF	$1.6M	15231	0.34%	SOLE
45	SELECT SECTOR SPDR TR	STATE STREET UTI	$1.6M	34316	0.33%	SOLE
46	RED VIOLET INC	COM	$1.6M	41870	0.33%	SOLE
47	TJX COS INC NEW	COM	$1.6M	9945	0.33%	SOLE
48	MASTERCARD INCORPORATED	CL A	$1.6M	3090	0.33%	SOLE
49	MARRIOTT INTL INC NEW	CL A	$1.6M	4299	0.32%	SOLE
50	AMAZON COM INC	COM	$1.5M	5759	0.31%	SOLE

1–50 of 180

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.