Evernest Financial Advisors, LLC
CIK: 2009530
New Positions
Not measured
Increased
Not measured
Decreased
Not measured
Exit Positions
Not measured
Holdings (191)
Q2 2026 13F, quarter ended Jun 30, 2026, filed Aug 5, 2026
- SPSM
SPDR SERIES TRUST
$34.59M
599,855 sh7.23%-- - BRK.B
BERKSHIRE HATHAWAY INC DEL
$32.24M
64,421 sh6.74%-- - RSP
INVESCO EXCHANGE TRADED FD T
$26.51M
124,588 sh5.54%-- - IJH
ISHARES TR
$24.39M
316,310 sh5.10%-- - GLDM
WORLD GOLD TR
$21.78M
274,270 sh4.56%-- - MSFT
MICROSOFT CORP
$18.63M
49,949 sh3.90%-- - FENI
FIDELITY COVINGTON TRUST
$18.44M
459,536 sh3.86%-- - TACK
CAPITOL SER TR
$17.55M
554,812 sh3.67%-- - AAPL
APPLE INC
$15.41M
53,254 sh3.22%-- - IVV
ISHARES TR
$14.73M
19,663 sh3.08%-- - DYNF
BLACKROCK ETF TRUST
$14.39M
211,650 sh3.01%-- - DXJ
WISDOMTREE TR
$11.37M
65,507 sh2.38%-- - IEFA
ISHARES TR
$10.83M
112,146 sh2.27%-- - VOO
VANGUARD INDEX FDS
$10.77M
15,681 sh2.25%-- - CGIE
CAPITAL GROUP INTERNATIONAL
$9.92M
269,804 sh2.08%-- - FFSM
FIDELITY COVINGTON TRUST
$9.43M
246,925 sh1.97%-- - DOL
WISDOMTREE TR
$6.81M
91,533 sh1.42%-- - IJR
ISHARES TR
$6.63M
44,679 sh1.39%-- - SPY
STATE STR SPDR S&P 500 ETF T
$6.41M
8,579 sh1.34%-- - LLY
ELI LILLY & CO
$5.56M
4,640 sh1.16%-- - GOOGL
ALPHABET INC
$5.4M
15,117 sh1.13%-- - DFAX
DIMENSIONAL ETF TRUST
$4.02M
109,109 sh0.84%-- - GS
GOLDMAN SACHS GROUP INC
$3.79M
3,745 sh0.79%-- - EWJ
ISHARES INC
$3.78M
40,564 sh0.79%-- - CAT
CATERPILLAR INC
$3.77M
3,539 sh0.79%-- - RSPN
INVESCO EXCHANGE TRADED FD T
$3.55M
55,497 sh0.74%-- - DGRW
WISDOMTREE TR
$3.49M
36,464 sh0.73%-- - WMT
WALMART INC
$3.32M
29,279 sh0.69%-- - GOOG
ALPHABET INC
$3.31M
9,359 sh0.69%-- - JBND
J P MORGAN EXCHANGE TRADED F
$3.28M
61,301 sh0.69%-- - CGCV
CAPITAL GROUP CONSERVATIVE E
$3.18M
96,874 sh0.66%-- - SMMD
ISHARES TR
$2.98M
32,492 sh0.62%-- - JNJ
JOHNSON & JOHNSON
$2.58M
10,172 sh0.54%-- - NVDA
NVIDIA CORPORATION
$2.46M
12,270 sh0.51%-- - RDVT
RED VIOLET INC
$2.3M
36,095 sh0.48%-- - CSCO
CISCO SYS INC
$2.13M
18,124 sh0.45%-- - QQQ
INVESCO QQQ TR
$2.12M
2,880 sh0.44%-- - IWM
ISHARES TR
$2.08M
6,915 sh0.43%-- - AVGO
BROADCOM INC
$2.04M
5,401 sh0.43%-- - TXN
TEXAS INSTRS INC
$1.92M
6,435 sh0.40%-- - JPM
JPMORGAN CHASE & CO
$1.87M
5,706 sh0.39%-- - JIVE
J P MORGAN EXCHANGE TRADED F
$1.8M
19,625 sh0.38%-- - MCD
MCDONALDS CORP
$1.8M
6,671 sh0.38%-- - KINS
KINGSTONE COS INC
$1.66M
87,135 sh0.35%-- - SUB
ISHARES TR
$1.64M
15,450 sh0.34%-- - RTX
RTX CORPORATION
$1.59M
8,394 sh0.33%-- - MAR
MARRIOTT INTL INC NEW
$1.59M
4,288 sh0.33%-- - MEAR
ISHARES U S ETF TR
$1.58M
31,264 sh0.33%-- - MA
MASTERCARD INCORPORATED
$1.54M
3,000 sh0.32%-- - XLU
SELECT SECTOR SPDR TR
$1.52M
33,574 sh0.32%--
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 SPSM SPDR SERIES TRUST | 599,855 | $34.59M | -- | 7.23% | Q2 2026 |
 BRK.B BERKSHIRE HATHAWAY INC DEL | 64,421 | $32.24M | -- | 6.74% | Q2 2026 |
 RSP INVESCO EXCHANGE TRADED FD T | 124,588 | $26.51M | -- | 5.54% | Q2 2026 |
 IJH ISHARES TR | 316,310 | $24.39M | -- | 5.10% | Q2 2026 |
 GLDM WORLD GOLD TR | 274,270 | $21.78M | -- | 4.56% | Q2 2026 |
 MSFT MICROSOFT CORP | 49,949 | $18.63M | -- | 3.90% | Q2 2026 |
 FENI FIDELITY COVINGTON TRUST | 459,536 | $18.44M | -- | 3.86% | Q2 2026 |
 TACK CAPITOL SER TR | 554,812 | $17.55M | -- | 3.67% | Q2 2026 |
 AAPL APPLE INC | 53,254 | $15.41M | -- | 3.22% | Q2 2026 |
 IVV ISHARES TR | 19,663 | $14.73M | -- | 3.08% | Q2 2026 |
 DYNF BLACKROCK ETF TRUST | 211,650 | $14.39M | -- | 3.01% | Q2 2026 |
 DXJ WISDOMTREE TR | 65,507 | $11.37M | -- | 2.38% | Q2 2026 |
 IEFA ISHARES TR | 112,146 | $10.83M | -- | 2.27% | Q2 2026 |
 VOO VANGUARD INDEX FDS | 15,681 | $10.77M | -- | 2.25% | Q2 2026 |
 CGIE CAPITAL GROUP INTERNATIONAL | 269,804 | $9.92M | -- | 2.08% | Q2 2026 |
 FFSM FIDELITY COVINGTON TRUST | 246,925 | $9.43M | -- | 1.97% | Q2 2026 |
 DOL WISDOMTREE TR | 91,533 | $6.81M | -- | 1.42% | Q2 2026 |
 IJR ISHARES TR | 44,679 | $6.63M | -- | 1.39% | Q2 2026 |
 SPY STATE STR SPDR S&P 500 ETF T | 8,579 | $6.41M | -- | 1.34% | Q2 2026 |
 LLY ELI LILLY & CO | 4,640 | $5.56M | -- | 1.16% | Q2 2026 |
 GOOGL ALPHABET INC | 15,117 | $5.4M | -- | 1.13% | Q2 2026 |
 DFAX DIMENSIONAL ETF TRUST | 109,109 | $4.02M | -- | 0.84% | Q2 2026 |
 GS GOLDMAN SACHS GROUP INC | 3,745 | $3.79M | -- | 0.79% | Q2 2026 |
 EWJ ISHARES INC | 40,564 | $3.78M | -- | 0.79% | Q2 2026 |
 CAT CATERPILLAR INC | 3,539 | $3.77M | -- | 0.79% | Q2 2026 |
 RSPN INVESCO EXCHANGE TRADED FD T | 55,497 | $3.55M | -- | 0.74% | Q2 2026 |
 DGRW WISDOMTREE TR | 36,464 | $3.49M | -- | 0.73% | Q2 2026 |
 WMT WALMART INC | 29,279 | $3.32M | -- | 0.69% | Q2 2026 |
 GOOG ALPHABET INC | 9,359 | $3.31M | -- | 0.69% | Q2 2026 |
 JBND J P MORGAN EXCHANGE TRADED F | 61,301 | $3.28M | -- | 0.69% | Q2 2026 |
 CGCV CAPITAL GROUP CONSERVATIVE E | 96,874 | $3.18M | -- | 0.66% | Q2 2026 |
 SMMD ISHARES TR | 32,492 | $2.98M | -- | 0.62% | Q2 2026 |
 JNJ JOHNSON & JOHNSON | 10,172 | $2.58M | -- | 0.54% | Q2 2026 |
 NVDA NVIDIA CORPORATION | 12,270 | $2.46M | -- | 0.51% | Q2 2026 |
 RDVT RED VIOLET INC | 36,095 | $2.3M | -- | 0.48% | Q2 2026 |
 CSCO CISCO SYS INC | 18,124 | $2.13M | -- | 0.45% | Q2 2026 |
 QQQ INVESCO QQQ TR | 2,880 | $2.12M | -- | 0.44% | Q2 2026 |
 IWM ISHARES TR | 6,915 | $2.08M | -- | 0.43% | Q2 2026 |
 AVGO BROADCOM INC | 5,401 | $2.04M | -- | 0.43% | Q2 2026 |
 TXN TEXAS INSTRS INC | 6,435 | $1.92M | -- | 0.40% | Q2 2026 |
 JPM JPMORGAN CHASE & CO | 5,706 | $1.87M | -- | 0.39% | Q2 2026 |
 JIVE J P MORGAN EXCHANGE TRADED F | 19,625 | $1.8M | -- | 0.38% | Q2 2026 |
 MCD MCDONALDS CORP | 6,671 | $1.8M | -- | 0.38% | Q2 2026 |
 KINS KINGSTONE COS INC | 87,135 | $1.66M | -- | 0.35% | Q2 2026 |
 SUB ISHARES TR | 15,450 | $1.64M | -- | 0.34% | Q2 2026 |
 RTX RTX CORPORATION | 8,394 | $1.59M | -- | 0.33% | Q2 2026 |
 MAR MARRIOTT INTL INC NEW | 4,288 | $1.59M | -- | 0.33% | Q2 2026 |
 MEAR ISHARES U S ETF TR | 31,264 | $1.58M | -- | 0.33% | Q2 2026 |
 MA MASTERCARD INCORPORATED | 3,000 | $1.54M | -- | 0.32% | Q2 2026 |
 XLU SELECT SECTOR SPDR TR | 33,574 | $1.52M | -- | 0.32% | Q2 2026 |
1-50 of 191 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About Evernest Financial Advisors, LLC
Evernest Financial Advisors, LLC is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 2009530). Signal8 holds 16 13F filings from it. Its SEC filings list Indiana as its state of incorporation.
Its most recent 13F holdings report covers Q2 2026 (the quarter ended Jun 30, 2026) and was filed on Aug 5, 2026. That report lists 191 securities, not counting options, up from 185 in Q4 2025.
Its five largest reported positions, in order, are SPDR SERIES TRUST (SPSM), BERKSHIRE HATHAWAY INC DEL (BRK.B), INVESCO EXCHANGE TRADED FD T (RSP), ISHARES TR (IJH) and WORLD GOLD TR (GLDM). The next five are MICROSOFT CORP (MSFT), FIDELITY COVINGTON TRUST (FENI), CAPITOL SER TR (TACK), APPLE INC (AAPL) and ISHARES TR (IVV).
Recent 13F filings by Evernest Financial Advisors, LLC
- Q2 2026: 13F-HR filed Aug 5, 2026, listing 191 securities.
- Q4 2025: 13F-HR filed Feb 13, 2026, listing 185 securities.
- Q3 2025: 13F-HR filed Nov 12, 2025, listing 188 securities.
- Q2 2025: 13F-HR filed Jul 28, 2025, listing 171 securities.
- Q1 2025: 13F-HR filed May 9, 2025, listing 148 securities.
- Q4 2024: 13F-HR filed Jan 23, 2025, listing 163 securities.