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Evernest Financial Advisors, LLC
Period ended Jun 30, 2026 · Latest filing Aug 6, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $478,144,203
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SPDR SERIES TRUST · ST STR SP600 SML · 78468R853 · shares: $34,593,644
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $32,235,624
- INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT · 46137V357 · shares: $26,508,641
- ISHARES TR · CORE S&P MCP ETF · 464287507 · shares: $24,390,642
- WORLD GOLD TR · SPDR GLD MINIS · 98149E303 · shares: $21,782,528
- MICROSOFT CORP · COM · 594918104 · shares: $18,631,997
- FIDELITY COVINGTON TRUST · ENHANCED INTL · 31609A404 · shares: $18,441,184
- CAPITOL SER TR · FAIR TA SECT ETF · 14064D550 · shares: $17,548,213
- APPLE INC · COM · 037833100 · shares: $15,409,537
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $14,725,103
Reported holdings
191 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SPDR SERIES TRUST | ST STR SP600 SML | 78468R853 | — | 599,855 shares | $34,593,644 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 64,421 shares | $32,235,624 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | — | 124,588 shares | $26,508,641 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 316,310 shares | $24,390,642 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | — | 274,270 shares | $21,782,528 |
| MICROSOFT CORP | COM | 594918104 | — | 49,949 shares | $18,631,997 |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | 31609A404 | — | 459,536 shares | $18,441,184 |
| CAPITOL SER TR | FAIR TA SECT ETF | 14064D550 | — | 554,812 shares | $17,548,213 |
| APPLE INC | COM | 037833100 | — | 53,254 shares | $15,409,537 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 19,663 shares | $14,725,103 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | — | 211,650 shares | $14,394,337 |
| WISDOMTREE TR | JAPN HEDGE EQT | 97717W851 | — | 65,507 shares | $11,366,849 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 112,146 shares | $10,831,032 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 15,681 shares | $10,769,849 |
| CAPITAL GROUP INTERNATIONAL | SHS | 14021M107 | — | 269,804 shares | $9,923,402 |
| FIDELITY COVINGTON TRUST | FUN SMA MID ETF | 316092295 | — | 246,925 shares | $9,434,996 |
| WISDOMTREE TR | TRUE DEV INTL FD | 97717W794 | — | 91,533 shares | $6,806,818 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 44,679 shares | $6,626,329 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 8,579 shares | $6,406,379 |
| ELI LILLY & CO | COM | 532457108 | — | 4,640 shares | $5,564,833 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 15,117 shares | $5,402,410 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | — | 109,109 shares | $4,019,584 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 3,745 shares | $3,787,673 |
| ISHARES INC | MSCI JAPAN ETF | 46434G822 | — | 40,564 shares | $3,783,408 |
| CATERPILLAR INC | COM | 149123101 | — | 3,539 shares | $3,768,483 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL IND | 46137V324 | — | 55,497 shares | $3,551,504 |
| WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | — | 36,464 shares | $3,486,730 |
| WALMART INC | COM | 931142103 | — | 29,279 shares | $3,316,092 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 9,359 shares | $3,306,991 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | 46654Q716 | — | 61,301 shares | $3,279,619 |
| CAPITAL GROUP CONSERVATIVE E | SHS | 14020U100 | — | 96,874 shares | $3,179,410 |
| ISHARES TR | RUSEL 2500 ETF | 46435G268 | — | 32,492 shares | $2,977,242 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 10,172 shares | $2,583,420 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 12,270 shares | $2,455,043 |
| RED VIOLET INC | COM | 75704L104 | — | 36,095 shares | $2,299,973 |
| CISCO SYS INC | COM | 17275R102 | — | 18,124 shares | $2,128,882 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 2,880 shares | $2,121,177 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 6,915 shares | $2,077,642 |
| BROADCOM INC | COM | 11135F101 | — | 5,401 shares | $2,040,232 |
| TEXAS INSTRS INC | COM | 882508104 | — | 6,435 shares | $1,918,000 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 5,706 shares | $1,867,787 |
| J P MORGAN EXCHANGE TRADED F | JPMORGAN INTL VL | 46654Q757 | — | 19,625 shares | $1,804,603 |
| MCDONALDS CORP | COM | 580135101 | — | 6,671 shares | $1,803,318 |
| KINGSTONE COS INC | COM | 496719105 | — | 87,135 shares | $1,658,182 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 | — | 15,450 shares | $1,644,999 |
| RTX CORPORATION | COM | 75513E101 | — | 8,394 shares | $1,592,594 |
| MARRIOTT INTL INC NEW | CL A | 571903202 | — | 4,288 shares | $1,589,080 |
| ISHARES U S ETF TR | SHOR MAT MUN ETF | 46431W838 | — | 31,264 shares | $1,575,058 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 3,000 shares | $1,540,559 |
| SELECT SECTOR SPDR TR | ST STR UTIL ETF | 81369Y886 | — | 33,574 shares | $1,522,245 |
| ABBVIE INC | COM | 00287Y109 | — | 6,010 shares | $1,512,356 |
| TJX COS INC NEW | COM | 872540109 | — | 9,853 shares | $1,492,664 |
| ISHARES TR | CORE S&P TTL STK | 464287150 | — | 8,872 shares | $1,457,403 |
| AMAZON COM INC | COM | 023135106 | — | 5,793 shares | $1,380,709 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 5,771 shares | $1,365,536 |
| AMGEN INC | COM | 031162100 | — | 3,684 shares | $1,334,050 |
| ISHARES TR | RUS MID CAP ETF | 464287499 | — | 11,979 shares | $1,321,523 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 | — | 5,972 shares | $1,301,495 |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | 81369Y506 | — | 24,313 shares | $1,291,260 |
| MERCK & CO INC | COM | 58933Y105 | — | 9,826 shares | $1,262,662 |
| QUALCOMM INC | COM | 747525103 | — | 6,754 shares | $1,248,101 |
| COCA COLA CO | COM | 191216100 | — | 15,189 shares | $1,234,426 |
| SPDR SERIES TRUST | ST STR P400MID | 78464A847 | — | 18,149 shares | $1,226,146 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 5,700 shares | $1,191,549 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | — | 3,186 shares | $1,178,947 |
| TAT TECHNOLOGIES LTD | ORD NEW | M8740S227 | — | 24,370 shares | $1,175,365 |
| STRYKER CORPORATION | COM | 863667101 | — | 3,730 shares | $1,174,413 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 | — | 14,360 shares | $1,156,985 |
| HOME DEPOT INC | COM | 437076102 | — | 3,170 shares | $1,118,165 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 1,186 shares | $1,109,704 |
| ALTRIA GROUP INC | COM | 02209S103 | — | 15,363 shares | $1,105,341 |
| VALERO ENERGY CORP | COM | 91913Y100 | — | 4,180 shares | $1,088,639 |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 46137V241 | — | 12,050 shares | $1,085,705 |
| BANK OF AMER CORP | COM | 060505104 | — | 18,986 shares | $1,081,830 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 2,056 shares | $1,047,393 |
| BALL CORP | COM | 058498106 | — | 16,197 shares | $1,010,693 |
| TRAVELERS COMPANIES INC | COM | 89417E109 | — | 3,037 shares | $1,002,581 |
| ANALOG DEVICES INC | COM | 032654105 | — | 2,417 shares | $959,914 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 2,280 shares | $947,687 |
| SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | — | 10,766 shares | $946,118 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | — | 3,120 shares | $945,853 |
| META PLATFORMS INC | CL A | 30303M102 | — | 1,633 shares | $919,702 |
| VISA INC | COM CL A | 92826C839 | — | 2,652 shares | $909,853 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 12,651 shares | $901,384 |
| BOS BETTER ONLINE SOLUTIONS | SHS NEW NIS 80 | M20115180 | — | 199,148 shares | $894,175 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 | — | 11,797 shares | $894,095 |
| RAPID MICRO BIOSYSTEMS INC | CLASS A COM | 75340L104 | — | 506,000 shares | $875,380 |
| DANAHER CORP DEL | COM | 235851102 | — | 4,581 shares | $872,523 |
| CHEVRON CORPORATION | COM | 166764100 | — | 4,904 shares | $812,883 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 2,816 shares | $791,855 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | — | 21,668 shares | $782,876 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | — | 14,985 shares | $757,932 |
| AON PLC | SHS CL A | G0403H108 | — | 2,242 shares | $743,649 |
| REPUBLIC SVCS INC | COM | 760759100 | — | 3,345 shares | $712,834 |
| SELECT SECTOR SPDR TR | ST STR INDL ETF | 81369Y704 | — | 3,813 shares | $706,234 |
| PARKER-HANNIFIN CORP | COM | 701094104 | — | 719 shares | $703,268 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 6,969 shares | $689,835 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 4,687 shares | $687,246 |
| LENSAR INC | COM | 52634L108 | — | 118,100 shares | $674,351 |
| EXXON MOBIL CORP | COM | 30231G102 | — | 4,924 shares | $673,201 |