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 101–150 of 185
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHM | SCHWAB STRATEGIC TR | 21K | $500K+ | SH |
| XLI | SELECT SECTOR SPDR TR | 4K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 4K | $500K+ | SH |
| GNSS | GENASYS INC | 313K | $500K+ | SH |
| XLB | SELECT SECTOR SPDR TR | 12K | $500K+ | SH |
| SHEL | SHELL PLC | 8K | $500K+ | SH |
| PH | PARKER-HANNIFIN CORP | 624 | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 2K | $500K+ | SH |
| ODFL | OLD DOMINION FREIGHT LINE IN | 3K | $500K+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 871 | $500K+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 20K | $500K+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 9K | $500K+ | SH |
| BLK | BLACKROCK INC | 468 | $500K+ | SH |
| ABT | ABBOTT LABS | 5K | $500K+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 2K | $100K–$500K | SH |
| CAH | CARDINAL HEALTH INC | 2K | $100K–$500K | SH |
| NOC | NORTHROP GRUMMAN CORP | 700 | $100K–$500K | SH |
| ITW | ILLINOIS TOOL WKS INC | 2K | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP | 2K | $100K–$500K | SH |
| RPID | RAPID MICRO BIOSYSTEMS INC | 125K | $100K–$500K | SH |
| IWF | ISHARES TR | 999 | $100K–$500K | SH |
| VOOV | VANGUARD ADMIRAL FDS INC | 2K | $100K–$500K | SH |
| CB | CHUBB LIMITED | 1K | $100K–$500K | SH |
| XME | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| NTWK | NETSOL TECHNOLOGIES INC | 130K | $100K–$500K | SH |
| XLK | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 4K | $100K–$500K | SH |
| EFA | ISHARES TR | 4K | $100K–$500K | SH |
| TDVG | T ROWE PRICE ETF INC | 8K | $100K–$500K | SH |
| AON | AON PLC | 1K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 4K | $100K–$500K | SH |
| IXUS | ISHARES TR | 4K | $100K–$500K | SH |
| AKRE | PROFESIONALLY MANAGED PORTFO | 6K | $100K–$500K | SH |
| CRH | CRH PLC | 3K | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP | 1K | $100K–$500K | SH |
| IWD | ISHARES TR | 1K | $100K–$500K | SH |
| BBEU | J P MORGAN EXCHANGE TRADED F | 4K | $100K–$500K | SH |
| EEM | ISHARES TR | 5K | $100K–$500K | SH |
| MRSH | MARSH & MCLENNAN COS INC | 2K | $100K–$500K | SH |
| MAMA | MAMAS CREATIONS INC | 20K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 895 | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 670 | $100K–$500K | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 2K | $100K–$500K | SH |
| ACWI | ISHARES TR | 2K | $100K–$500K | SH |
| CBRE | CBRE GROUP INC | 2K | $100K–$500K | SH |
| WEEL | TIDAL TRUST II | 14K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 6K | $100K–$500K | SH |
| VOT | VANGUARD INDEX FDS | 979 | $100K–$500K | SH |
| IVW | ISHARES TR | 2K | $100K–$500K | SH |
| IUSG | ISHARES TR | 2K | $100K–$500K | SH |