Evernest Financial Advisors, Llc Portfolio Stock Holdings
Evernest Financial Advisors, Llc disclosed 180 stock positions valued at approximately $481.4 million in its latest SEC 13F filing. The largest holdings include APPLE INC, BERKSHIRE HATHAWAY INC DEL, and SPDR SERIES TRUST. The filing reflects positions held as of March 31, 2026 and was filed on May 4, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 180
- Portfolio Value
- $481.4M
Holdings by Sector
Evernest Financial Advisors, Llc Portfolio Holdings in Q1 2026
175 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 7.51% | 135,122 | +99 | +0.07% | $36,160,035 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 6.33% | 64,461 | - | - | $30,477,805 |
| SPDR SERIES TRUST | SPSM | Other | 6.20% | 562,067 | +162,285 | +40.59% | $29,845,781 |
| WORLD GOLD TR | GLDM | Other | 5.38% | 279,724 | -39,707 | -12.43% | $25,910,840 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 4.78% | 114,053 | +19,175 | +20.21% | $23,014,763 |
| ISHARES TR | IJH | Other | 4.73% | 312,576 | +37,839 | +13.77% | $22,768,040 |
| MICROSOFT CORP | MSFT | Technology | 4.45% | 50,394 | -929 | -1.81% | $21,408,514 |
| FIDELITY COVINGTON TRUST | FENI | Other | 3.47% | 429,234 | +78,997 | +22.56% | $16,697,218 |
| CAPITOL SER TR | TACK | Other | 3.45% | 541,504 | +201,285 | +59.16% | $16,618,767 |
| ISHARES TR | IVV | Other | 3.17% | 21,208 | -725 | -3.31% | $15,237,961 |
| BLACKROCK ETF TRUST | DYNF | Other | 2.57% | 193,256 | +106,754 | +123.41% | $12,364,491 |
| CAPITAL GROUP INTERNATIONAL | CGIE | Other | 2.50% | 340,992 | -82,093 | -19.40% | $12,047,241 |
| ISHARES TR | IEFA | Other | 2.21% | 112,241 | -643 | -0.57% | $10,624,701 |
| VANGUARD INDEX FDS | VOO | Other | 2.15% | 15,729 | -7 | -0.04% | $10,342,033 |
| WISDOMTREE TR | DXJ | Other | 2.11% | 63,266 | +3,574 | +5.99% | $10,173,187 |
| FIDELITY COVINGTON TRUST | FFSM | Other | 1.99% | 272,082 | -130,061 | -32.34% | $9,601,782 |
| WISDOMTREE TR | DOL | Other | 1.38% | 92,400 | -525 | -0.56% | $6,622,308 |
| ISHARES TR | IJR | Other | 1.37% | 48,256 | -15,869 | -24.75% | $6,589,824 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.28% | 8,619 | - | - | $6,163,773 |
| ALPHABET INC | GOOGL | Communication Services | 1.13% | 15,494 | +128 | +0.83% | $5,428,312 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.82% | 109,109 | -2,777 | -2.48% | $3,951,943 |
| ELI LILLY & CO | LLY | Healthcare | 0.81% | 4,472 | +213 | +5.00% | $3,882,858 |
| WALMART INC | WMT | Consumer Defensive | 0.78% | 29,549 | +148 | +0.50% | $3,770,103 |
| WISDOMTREE TR | DGRW | Other | 0.75% | 38,219 | -21,225 | -35.71% | $3,587,630 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.73% | 3,730 | +28 | +0.76% | $3,497,840 |
| INVESCO EXCHANGE TRADED FD T | RSPN | Other | 0.70% | 55,379 | -61 | -0.11% | $3,384,195 |
| ISHARES INC | EWJ | Other | 0.70% | 38,501 | +8,976 | +30.40% | $3,375,798 |
| J P MORGAN EXCHANGE TRADED F | JBND | Other | 0.69% | 61,719 | +5,052 | +8.92% | $3,321,700 |
| ALPHABET INC | GOOG | Communication Services | 0.68% | 9,421 | -297 | -3.06% | $3,283,510 |
| CATERPILLAR INC | CAT | Industrials | 0.64% | 3,703 | +71 | +1.95% | $3,068,805 |
| ISHARES TR | SMMD | Other | 0.57% | 32,492 | +3,321 | +11.38% | $2,742,325 |
| NVIDIA CORPORATION | NVDA | Technology | 0.57% | 12,649 | -2,973 | -19.03% | $2,739,955 |
| BROADCOM INC | AVGO | Technology | 0.57% | 6,520 | +253 | +4.04% | $2,726,567 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.47% | 10,060 | +440 | +4.57% | $2,266,953 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.41% | 6,774 | +175 | +2.65% | $1,965,833 |
| ISHARES TR | IWM | Other | 0.40% | 6,914 | +1 | +0.01% | $1,916,177 |
| INVESCO QQQ TR | QQQ | Other | 0.40% | 2,880 | +3 | +0.10% | $1,913,294 |
| TEXAS INSTRS INC | TXN | Technology | 0.36% | 6,445 | +285 | +4.63% | $1,736,855 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.35% | 5,386 | -194 | -3.48% | $1,678,297 |
| KINGSTONE COS INC | KINS | Financial Services | 0.35% | 95,016 | -69,159 | -42.13% | $1,665,629 |
| ISHARES TR | IWR | Other | 0.34% | 15,912 | - | - | $1,650,870 |
| CISCO SYS INC | CSCO | Technology | 0.34% | 18,481 | +1,875 | +11.29% | $1,631,161 |
| ISHARES TR | SUB | Other | 0.34% | 15,231 | +1,044 | +7.36% | $1,624,642 |
| SELECT SECTOR SPDR TR | XLU | Other | 0.33% | 34,316 | +2,219 | +6.91% | $1,585,056 |
| RED VIOLET INC | RDVT | Technology | 0.33% | 41,870 | +13,870 | +49.54% | $1,567,613 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.33% | 9,945 | -38 | -0.38% | $1,566,071 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.33% | 3,090 | -66 | -2.09% | $1,564,631 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 0.32% | 4,299 | +71 | +1.68% | $1,550,646 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.31% | 5,759 | -4 | -0.07% | $1,503,796 |
| ISHARES U S ETF TR | MEAR | Other | 0.31% | 29,344 | +7,299 | +33.11% | $1,478,637 |
| RTX CORPORATION | RTX | Industrials | 0.31% | 8,480 | +499 | +6.25% | $1,470,262 |
| ISHARES TR | ITOT | Other | 0.29% | 8,872 | - | - | $1,388,912 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.29% | 24,323 | -931 | -3.69% | $1,380,830 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.27% | 5,755 | +15 | +0.26% | $1,300,544 |
| STRYKER CORPORATION | SYK | Healthcare | 0.27% | 3,917 | +17 | +0.44% | $1,288,694 |
| AMGEN INC | AMGN | Healthcare | 0.27% | 3,776 | +172 | +4.77% | $1,284,520 |
| VANGUARD INDEX FDS | VTV | Other | 0.25% | 6,017 | +4 | +0.07% | $1,224,192 |
| COCA COLA CO | KO | Consumer Defensive | 0.25% | 16,062 | +1,403 | +9.57% | $1,211,733 |
| VALERO ENERGY CORP | VLO | Energy | 0.25% | 5,000 | - | - | $1,191,250 |
| MERCK & CO INC | MRK | Healthcare | 0.25% | 10,792 | +51 | +0.47% | $1,189,621 |
| SPDR SERIES TRUST | SPMD | Other | 0.24% | 18,242 | -43 | -0.24% | $1,164,934 |
| ABBVIE INC | ABBV | Healthcare | 0.24% | 5,872 | +235 | +4.17% | $1,159,082 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.24% | 1,161 | +4 | +0.35% | $1,158,936 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.24% | 3,407 | -106 | -3.02% | $1,132,306 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.23% | 2,154 | +79 | +3.81% | $1,106,002 |
| VANGUARD INDEX FDS | VO | Other | 0.23% | 14,360 | +10,626 | +284.57% | $1,099,689 |
| MORGAN STANLEY | MS | Financial Services | 0.22% | 5,695 | -11 | -0.19% | $1,083,047 |
| META PLATFORMS INC | META | Communication Services | 0.22% | 1,539 | -670 | -30.33% | $1,044,295 |
| QUALCOMM INC | QCOM | Technology | 0.21% | 6,813 | -700 | -9.32% | $1,023,666 |
| RAPID MICRO BIOSYSTEMS INC | RPID | Healthcare | 0.21% | 432,510 | +307,510 | +246.01% | $1,020,724 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.21% | 15,363 | +250 | +1.65% | $1,013,934 |
| BALL CORP | BALL | Consumer Cyclical | 0.21% | 16,210 | +37 | +0.23% | $989,945 |
| ANALOG DEVICES INC | ADI | Technology | 0.20% | 2,482 | -403 | -13.97% | $974,363 |
| INVESCO EXCHANGE TRADED FD T | SPHQ | Other | 0.20% | 12,050 | - | - | $967,254 |
| BANK AMERICA CORP | BAC | Financial Services | 0.20% | 18,285 | -1,989 | -9.81% | $962,333 |
| XPEL INC | XPEL | Consumer Cyclical | 0.20% | 20,250 | +20,250 | +100.00% | $941,625 |
| VISA INC | V | Financial Services | 0.19% | 2,987 | -8 | -0.27% | $924,905 |
| VANGUARD INDEX FDS | VTI | Other | 0.19% | 2,606 | -353 | -11.93% | $918,693 |
| CHEVRON CORPORATION | CVX | Energy | 0.19% | 4,962 | +374 | +8.15% | $916,873 |
| TRAVELERS COMPANIES INC | TRV | Financial Services | 0.19% | 2,988 | -84 | -2.73% | $907,582 |
| VANGUARD INDEX FDS | VB | Other | 0.18% | 3,120 | -11 | -0.35% | $884,849 |
| DANAHER CORP DEL | DHR | Healthcare | 0.18% | 4,754 | +281 | +6.28% | $858,605 |
| ISHARES TR | DGRO | Other | 0.18% | 11,797 | - | - | $856,344 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.18% | 12,461 | -249 | -1.96% | $848,220 |
| SPDR SERIES TRUST | SPLG | Other | 0.17% | 10,000 | - | - | $841,702 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.16% | 15,415 | -77 | -0.50% | $778,014 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 0.16% | 20,000 | - | - | $764,400 |
| HONEYWELL INTL INC | HON | Industrials | 0.16% | 3,596 | +6 | +0.17% | $762,461 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.15% | 2,097 | -111 | -5.03% | $743,828 |
| EXXON MOBIL CORP | XOM | Energy | 0.15% | 4,924 | +1 | +0.02% | $729,678 |
| AON PLC | AON | Financial Services | 0.15% | 2,230 | +988 | +79.55% | $722,029 |
| SELECT SECTOR SPDR TR | XLB | Other | 0.15% | 13,768 | +1,751 | +14.57% | $712,930 |
| MCKESSON CORP | MCK | Healthcare | 0.15% | 859 | - | - | $711,527 |
| ISHARES TR | AGG | Other | 0.15% | 7,077 | -113 | -1.57% | $703,692 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.15% | 21,638 | -582 | -2.62% | $700,429 |
| SHELL PLC | SHEL | Energy | 0.14% | 8,006 | - | - | $695,801 |
| REPUBLIC SVCS INC | RSG | Industrials | 0.14% | 3,367 | +15 | +0.45% | $694,051 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.14% | 2,830 | -315 | -10.02% | $686,306 |
| OLD DOMINION FREIGHT LINE IN | ODFL | Industrials | 0.14% | 3,006 | +2 | +0.07% | $662,913 |
| SELECT SECTOR SPDR TR | XLI | Other | 0.14% | 3,829 | - | - | $660,496 |