Evernest Financial Advisors, LLC
Q2 2026 13F filing
Updated 35 days ago191 disclosed positions worth $478.1M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A ARCC SPDR SERIES TRUST | $34.6M | 599.9K | 7.24% | Added(+6.7%) |
| 2 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $32.2M | 64.4K | 6.74% | Trimmed(-0.1%) |
| 3 | I IVZ INVESCO EXCHANGE TRADED FD T | $26.5M | 124.6K | 5.54% | Added(+9.2%) |
| 4 | E ETHA ISHARES TR | $24.4M | 316.3K | 5.10% | Added(+1.2%) |
| 5 | G GLD WORLD GOLD TR | $21.8M | 274.3K | 4.56% | Trimmed(-1.9%) |
| 6 | M MSFT MICROSOFT CORP | $18.6M | 49.9K | 3.90% | Trimmed(-0.9%) |
| 7 | F FIS FIDELITY COVINGTON TRUST | $18.4M | 459.5K | 3.86% | Added(+7.1%) |
| 8 | ? N/A CAPITOL SER TR | $17.5M | 554.8K | 3.67% | Added(+2.5%) |
| 9 | A AAPL APPLE INC | $15.4M | 53.3K | 3.22% | Trimmed(-60.6%) |
| 10 | E ETHA ISHARES TR | $14.7M | 19.7K | 3.08% | Trimmed(-7.3%) |
| 11 | E ETHA BLACKROCK ETF TRUST | $14.4M | 211.7K | 3.01% | Added(+9.5%) |
| 12 | B BTCW WISDOMTREE TR | $11.4M | 65.5K | 2.38% | Added(+3.5%) |
| 13 | E ETHA ISHARES TR | $10.8M | 112.1K | 2.27% | Trimmed(-0.1%) |
| 14 | V VGES VANGUARD INDEX FDS | $10.8M | 15.7K | 2.25% | Trimmed(-0.3%) |
| 15 | C COF-PN CAPITAL GROUP INTERNATIONAL | $9.9M | 269.8K | 2.08% | Trimmed(-20.9%) |
| 16 | ? N/A FIDELITY COVINGTON TRUST | $9.4M | 246.9K | 1.97% | Trimmed(-9.3%) |
| 17 | B BTCW WISDOMTREE TR | $6.8M | 91.5K | 1.42% | Trimmed(-0.9%) |
| 18 | E ETHA ISHARES TR | $6.6M | 44.7K | 1.39% | Trimmed(-7.4%) |
| 19 | S SPY STATE STR SPDR S&P 500 ETF T | $6.4M | 8.6K | 1.34% | Trimmed(-0.5%) |
| 20 | L LLY ELI LILLY & CO | $5.6M | 4.6K | 1.16% | Added(+3.8%) |
| 21 | G GOOGN ALPHABET INC | $5.4M | 15.1K | 1.13% | Trimmed(-2.4%) |
| 22 | ? N/A DIMENSIONAL ETF TRUST | $4M | 109.1K | 0.84% | Unchanged |
| 23 | G GS-PD GOLDMAN SACHS GROUP INC | $3.8M | 3.7K | 0.79% | Added(+0.4%) |
| 24 | E ETHA ISHARES INC | $3.8M | 40.6K | 0.79% | Added(+5.4%) |
| 25 | C CAT CATERPILLAR INC | $3.8M | 3.5K | 0.79% | Trimmed(-4.4%) |
| 26 | ? N/A INVESCO EXCHANGE TRADED FD T | $3.6M | 55.5K | 0.74% | Added(+0.2%) |
| 27 | B BTCW WISDOMTREE TR | $3.5M | 36.5K | 0.73% | Trimmed(-4.6%) |
| 28 | W WMT WALMART INC | $3.3M | 29.3K | 0.69% | Trimmed(-0.9%) |
| 29 | G GOOGN ALPHABET INC | $3.3M | 9.4K | 0.69% | Trimmed(-0.7%) |
| 30 | ? N/A J P MORGAN EXCHANGE TRADED F | $3.3M | 61.3K | 0.69% | Trimmed(-0.7%) |
| 31 | C COF-PN CAPITAL GROUP CONSERVATIVE E | $3.2M | 96.9K | 0.66% | Trimmed(-25.4%) |
| 32 | ? N/A ISHARES TR | $3M | 32.5K | 0.62% | Unchanged |
| 33 | J JNJ JOHNSON & JOHNSON | $2.6M | 10.2K | 0.54% | Added(+1.1%) |
| 34 | N NVDA NVIDIA CORPORATION | $2.5M | 12.3K | 0.51% | Trimmed(-3.0%) |
| 35 | C CNTMF RED VIOLET INC | $2.3M | 36.1K | 0.48% | Trimmed(-13.8%) |
| 36 | C CSCO CISCO SYS INC | $2.1M | 18.1K | 0.45% | Trimmed(-1.9%) |
| 37 | Q QQQ INVESCO QQQ TR | $2.1M | 2.9K | 0.44% | Unchanged |
| 38 | E ETHA ISHARES TR | $2.1M | 6.9K | 0.43% | Added(+0.0%) |
| 39 | A AVGO BROADCOM INC | $2M | 5.4K | 0.43% | Trimmed(-17.2%) |
| 40 | T TXN TEXAS INSTRS INC | $1.9M | 6.4K | 0.40% | Trimmed(-0.2%) |
| 41 | J JPM-PM JPMORGAN CHASE & CO | $1.9M | 5.7K | 0.39% | Added(+5.9%) |
| 42 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $1.8M | 19.6K | 0.38% | Added(+41.1%) |
| 43 | M MCD MCDONALDS CORP | $1.8M | 6.7K | 0.38% | Trimmed(-1.5%) |
| 44 | K KINS KINGSTONE COS INC | $1.7M | 87.1K | 0.35% | Trimmed(-8.3%) |
| 45 | E ETHA ISHARES TR | $1.6M | 15.4K | 0.34% | Added(+1.4%) |
| 46 | R RTX RTX CORPORATION | $1.6M | 8.4K | 0.33% | Trimmed(-1.0%) |
| 47 | M MAR MARRIOTT INTL INC NEW | $1.6M | 4.3K | 0.33% | Trimmed(-0.3%) |
| 48 | E ETHA ISHARES U S ETF TR | $1.6M | 31.3K | 0.33% | Added(+6.5%) |
| 49 | M MA MASTERCARD INCORPORATED | $1.5M | 3.0K | 0.32% | Trimmed(-2.9%) |
| 50 | S STT-PG SELECT SECTOR SPDR TR | $1.5M | 33.6K | 0.32% | Trimmed(-2.2%) |