CIK 2009530
Evernest Financial Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
185
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 185
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | APPLE INC | 135K | $1M+ | SH |
| GLDM | WORLD GOLD TR | 319K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 64K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 51K | $1M+ | SH |
| SPSM | SPDR SERIES TRUST | 400K | $1M+ | SH |
| IJH | ISHARES TR | 275K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 95K | $1M+ | SH |
| CGIE | CAPITAL GROUP INTERNATIONAL | 423K | $1M+ | SH |
| IVV | ISHARES TR | 22K | $1M+ | SH |
| FENI | FIDELITY COVINGTON TRUST | 350K | $1M+ | SH |
| FFSM | FIDELITY COVINGTON TRUST | 402K | $1M+ | SH |
| IEFA | ISHARES TR | 113K | $1M+ | SH |
| TACK | CAPITOL SER TR | 340K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 16K | $1M+ | SH |
| DXJ | WISDOMTREE TR | 60K | $1M+ | SH |
| IJR | ISHARES TR | 64K | $1M+ | SH |
| CGCV | CAPITAL GROUP CONSERVATIVE E | 250K | $1M+ | SH |
| DOL | WISDOMTREE TR | 93K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 9K | $1M+ | SH |
| DGRW | WISDOMTREE TR | 59K | $1M+ | SH |
| USFR | WISDOMTREE TR | 110K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 87K | $1M+ | SH |
| GOOGL | ALPHABET INC | 15K | $1M+ | SH |
| LLY | ELI LILLY & CO | 4K | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 112K | $1M+ | SH |
| WMT | WALMART INC | 29K | $1M+ | SH |
| RSPN | INVESCO EXCHANGE TRADED FD T | 55K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 4K | $1M+ | SH |
| GOOG | ALPHABET INC | 10K | $1M+ | SH |
| JBND | J P MORGAN EXCHANGE TRADED F | 57K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 16K | $1M+ | SH |
| EWJ | ISHARES INC | 30K | $1M+ | SH |
| CAT | CATERPILLAR INC | 4K | $1M+ | SH |
| KINS | KINGSTONE COS INC | 164K | $1M+ | SH |
| SMMD | ISHARES TR | 29K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 10K | $1M+ | SH |
| AVGO | BROADCOM INC | 6K | $1M+ | SH |
| MCD | MCDONALDS CORP | 7K | $1M+ | SH |
| IWM | ISHARES TR | 7K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 6K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 3K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 3K | $1M+ | SH |
| IWR | ISHARES TR | 16K | $1M+ | SH |
| BOSC | BOS BETTER ONLINE SOLUTIONS | 324K | $1M+ | SH |
| RTX | RTX CORPORATION | 8K | $1M+ | SH |
| TJX | TJX COS INC NEW | 10K | $1M+ | SH |
| SUB | ISHARES TR | 14K | $1M+ | SH |
| META | META PLATFORMS INC | 2K | $1M+ | SH |
| CSCO | CISCO SYS INC | 17K | $1M+ | SH |
| MAR | MARRIOTT INTL INC NEW | 4K | $1M+ | SH |