Evernest Financial Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$481.4M
Q ending 2026-03-31
Prior quarter
$477.1M
Q ending 2025-12-31
Change
+0.9% QoQ · +72.8% YoY
Positions
180
reported holdings
Largest positions
Top 100 of 180 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $36.2M | 135K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $30.5M | 64K |
| Spdr Series Trust | SPSM | Shares | $29.8M | 562K |
| World Gold Tr | GLDM | Shares | $25.9M | 280K |
| Invesco Exchange Traded Fd T | RSP | Shares | $23.0M | 114K |
| Ishares Tr | IJH | Shares | $22.8M | 313K |
| Microsoft Corp | MSFT | Shares | $21.4M | 50K |
| Fidelity Covington Trust | FENI | Shares | $16.7M | 429K |
| Capitol Ser Tr | TACK | Shares | $16.6M | 542K |
| Ishares Tr | IVV | Shares | $15.2M | 21K |
| Blackrock Etf Trust | DYNF | Shares | $12.4M | 193K |
| Capital Group International | CGIE | Shares | $12.0M | 341K |
| Ishares Tr | IEFA | Shares | $10.6M | 112K |
| Vanguard Index Fds | VOO | Shares | $10.3M | 16K |
| Wisdomtree Tr | DXJ | Shares | $10.2M | 63K |
| Fidelity Covington Trust | FFSM | Shares | $9.6M | 272K |
| Wisdomtree Tr | DOL | Shares | $6.6M | 92K |
| Ishares Tr | IJR | Shares | $6.6M | 48K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $6.2M | 9K |
| Alphabet Inc | GOOGL | Shares | $5.4M | 15K |
| Capital Group Conservative E | CGCV | Shares | $4.0M | 130K |
| Dimensional Etf Trust | DFAX | Shares | $4.0M | 109K |
| Eli Lilly & Co | LLY | Shares | $3.9M | 4K |
| Walmart Inc | WMT | Shares | $3.8M | 30K |
| Wisdomtree Tr | DGRW | Shares | $3.6M | 38K |
| Goldman Sachs Group Inc | GS | Shares | $3.5M | 4K |
| Invesco Exchange Traded Fd T | RSPN | Shares | $3.4M | 55K |
| Ishares Inc | EWJ | Shares | $3.4M | 39K |
| J P Morgan Exchange Traded F | JBND | Shares | $3.3M | 62K |
| Alphabet Inc | GOOG | Shares | $3.3M | 9K |
| Caterpillar Inc | CAT | Shares | $3.1M | 4K |
| Ishares Tr | SMMD | Shares | $2.7M | 32K |
| Nvidia Corporation | NVDA | Shares | $2.7M | 13K |
| Broadcom Inc | AVGO | Shares | $2.7M | 7K |
| Johnson & Johnson | JNJ | Shares | $2.3M | 10K |
| Mcdonalds Corp | MCD | Shares | $2.0M | 7K |
| Ishares Tr | IWM | Shares | $1.9M | 7K |
| Invesco Qqq Tr | QQQ | Shares | $1.9M | 3K |
| Texas Instrs Inc | TXN | Shares | $1.7M | 6K |
| Jpmorgan Chase & Co | JPM | Shares | $1.7M | 5K |
| Kingstone Cos Inc | KINS | Shares | $1.7M | 95K |
| Ishares Tr | IWR | Shares | $1.7M | 16K |
| Cisco Sys Inc | CSCO | Shares | $1.6M | 18K |
| Ishares Tr | SUB | Shares | $1.6M | 15K |
| Select Sector Spdr Tr | XLU | Shares | $1.6M | 34K |
| Red Violet Inc | RDVT | Shares | $1.6M | 42K |
| Tjx Cos Inc New | TJX | Shares | $1.6M | 10K |
| Mastercard Incorporated | MA | Shares | $1.6M | 3K |
| Marriott Intl Inc New | MAR | Shares | $1.6M | 4K |
| Amazon Com Inc | AMZN | Shares | $1.5M | 6K |
| Ishares U S Etf Tr | MEAR | Shares | $1.5M | 29K |
| Rtx Corporation | RTX | Shares | $1.5M | 8K |
| Ishares Tr | ITOT | Shares | $1.4M | 9K |
| Select Sector Spdr Tr | XLE | Shares | $1.4M | 24K |
| Vanguard Specialized Funds | VIG | Shares | $1.3M | 6K |
| Stryker Corporation | SYK | Shares | $1.3M | 4K |
| Amgen Inc | AMGN | Shares | $1.3M | 4K |
| J P Morgan Exchange Traded F | JIVE | Shares | $1.2M | 14K |
| Vanguard Index Fds | VTV | Shares | $1.2M | 6K |
| Coca Cola Co | KO | Shares | $1.2M | 16K |
| Valero Energy Corp | VLO | Shares | $1.2M | 5K |
| Merck & Co Inc | MRK | Shares | $1.2M | 11K |
| Spdr Series Trust | SPMD | Shares | $1.2M | 18K |
| Abbvie Inc | ABBV | Shares | $1.2M | 6K |
| Costco Wholesale Corporation | COST | Shares | $1.2M | 1K |
| Home Depot Inc | HD | Shares | $1.1M | 3K |
| Lockheed Martin Corp | LMT | Shares | $1.1M | 2K |
| Vanguard Index Fds | VO | Shares | $1.1M | 14K |
| Morgan Stanley | MS | Shares | $1.1M | 6K |
| Meta Platforms Inc | META | Shares | $1.0M | 2K |
| Qualcomm Inc | QCOM | Shares | $1.0M | 7K |
| Rapid Micro Biosystems Inc | RPID | Shares | $1.0M | 433K |
| Altria Group Inc | MO | Shares | $1.0M | 15K |
| Ball Corp | BALL | Shares | $990K | 16K |
| Analog Devices Inc | ADI | Shares | $974K | 2K |
| Invesco Exchange Traded Fd T | SPHQ | Shares | $967K | 12K |
| Bank America Corp | BAC | Shares | $962K | 18K |
| Xpel Inc | XPEL | Shares | $942K | 20K |
| Visa Inc | V | Shares | $925K | 3K |
| Vanguard Index Fds | VTI | Shares | $919K | 3K |
| Chevron Corporation | CVX | Shares | $917K | 5K |
| Travelers Companies Inc | TRV | Shares | $908K | 3K |
| Vanguard Index Fds | VB | Shares | $885K | 3K |
| Bos Better Online Solutions | Shares | $876K | 181K | |
| Danaher Corp Del | DHR | Shares | $859K | 5K |
| Ishares Tr | DGRO | Shares | $856K | 12K |
| Vanguard Tax-Managed Fds | VEA | Shares | $848K | 12K |
| Spdr Series Trust | SPYM | Shares | $842K | 10K |
| Vanguard Mun Bd Fds | VTEB | Shares | $778K | 15K |
| Enterprise Prods Partners L | EPD | Shares | $764K | 20K |
| Honeywell Intl Inc | HONGBP | Shares | $762K | 4K |
| Unitedhealth Group Inc | UNH | Shares | $744K | 2K |
| Exxon Mobil Corp | XOM | Shares | $730K | 5K |
| Aon Plc | Shares | $722K | 2K | |
| Select Sector Spdr Tr | XLB | Shares | $713K | 14K |
| Mckesson Corp | MCK | Shares | $712K | 859 |
| Ishares Tr | AGG | Shares | $704K | 7K |
| Schwab Strategic Tr | SCHA | Shares | $700K | 22K |
| Shell Plc | SHEL | Shares | $696K | 8K |
| Republic Svcs Inc | RSG | Shares | $694K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.