Evernest Financial Advisors, LLC Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$356.9B
Holdings
188
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (188 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GLDMWORLD GOLD TR | 358,715 | $27.4B | 7.68% | |
| 2 | IVVISHARES TR | 26,981 | $18.1B | 5.06% | |
| 3 | IJHISHARES TR | 267,640 | $17.5B | 4.89% | |
| 4 | RSPINVESCO EXCHANGE TRADED FD T | 82,882 | $15.7B | 4.41% | |
| 5 | FFSMFIDELITY COVINGTON TRUST | 405,619 | $11.8B | 3.32% | |
| 6 | CGIECAPITAL GROUP INTERNATIONAL | 347,852 | $11.7B | 3.29% | |
| 7 | AQLTISHARES TR | 113,929 | $9.9B | 2.79% | |
| 8 | VOOVANGUARD INDEX FDS | 16,219 | $9.9B | 2.78% | |
| 9 | AAPLAPPLE INC | 38,085 | $9.7B | 2.72% | |
| 10 | FENIFIDELITY COVINGTON TRUST | 269,266 | $9.5B | 2.66% | |
| 11 | TACKCAPITOL SER TR | 293,357 | $8.8B | 2.47% | |
| 12 | DXJWISDOMTREE TR | 60,873 | $7.8B | 2.18% | |
| 13 | IJRISHARES TR | 65,557 | $7.8B | 2.18% | |
| 14 | SPSMSPDR SERIES TRUST | 162,330 | $7.5B | 2.11% | |
| 15 | CGCVCAPITAL GROUP CONSERVATIVE E | 244,557 | $7.4B | 2.06% | |
| 16 | MSFTMICROSOFT CORP | 12,831 | $6.6B | 1.86% | |
| 17 | USFRWISDOMTREE TR | 124,626 | $6.3B | 1.76% | |
| 18 | DOLWISDOMTREE TR | 93,268 | $5.8B | 1.63% | |
| 19 | DGRWWISDOMTREE TR | 63,127 | $5.6B | 1.57% | |
| 20 | SPYSPDR S&P 500 ETF TR | 7,611 | $5.1B | 1.42% | |
| 21 | GOOGLALPHABET INC | 16,830 | $4.1B | 1.15% | |
| 22 | DFAXDIMENSIONAL ETF TRUST | 115,651 | $3.6B | 1.02% | |
| 23 | LLYELI LILLY & CO | 4,680 | $3.6B | 1.00% | |
| 24 | RSPNINVESCO EXCHANGE TRADED FD T | 56,783 | $3.2B | 0.89% | |
| 25 | WMTWALMART INC | 30,502 | $3.1B | 0.88% | |
| 26 | KINSKINGSTONE COS INC | 211,690 | $3.1B | 0.87% | |
| 27 | NVDANVIDIA CORPORATION | 16,646 | $3.1B | 0.87% | |
| 28 | AVGOBROADCOM INC | 7,903 | $2.6B | 0.73% | |
| 29 | GSGOLDMAN SACHS GROUP INC | 3,179 | $2.5B | 0.71% | |
| 30 | GOOGALPHABET INC | 10,377 | $2.5B | 0.71% | |
| 31 | JBNDJ P MORGAN EXCHANGE TRADED F | 46,460 | $2.5B | 0.71% | |
| 32 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,909 | $2.5B | 0.69% | |
| 33 | IWMISHARES TR | 9,712 | $2.3B | 0.66% | |
| 34 | IWRISHARES TR | 23,507 | $2.3B | 0.64% | |
| 35 | MCDMCDONALDS CORP | 6,836 | $2.1B | 0.58% | |
| 36 | MAMASTERCARD INCORPORATED | 3,602 | $2.0B | 0.57% | |
| 37 | CATCATERPILLAR INC | 4,270 | $2.0B | 0.57% | |
| 38 | JPMJPMORGAN CHASE & CO. | 6,321 | $2.0B | 0.56% | |
| 39 | EWJISHARES INC | 24,797 | $2.0B | 0.56% | |
| 40 | METAMETA PLATFORMS INC | 2,674 | $2.0B | 0.55% | |
| 41 | TJXTJX COS INC NEW | 12,085 | $1.7B | 0.49% | |
| 42 | NDQINVESCO QQQ TR | 2,870 | $1.7B | 0.48% | |
| 43 | JNJJOHNSON & JOHNSON | 8,983 | $1.7B | 0.47% | |
| 44 | XLUSELECT SECTOR SPDR TR | 17,892 | $1.6B | 0.44% | |
| 45 | AMZNAMAZON COM INC | 6,929 | $1.5B | 0.43% | |
| 46 | HDHOME DEPOT INC | 3,665 | $1.5B | 0.42% | |
| 47 | SYKSTRYKER CORPORATION | 3,920 | $1.4B | 0.41% | |
| 48 | RTXRTX CORPORATION | 8,316 | $1.4B | 0.39% | |
| 49 | ABBVABBVIE INC | 5,971 | $1.4B | 0.39% | |
| 50 | SMMDISHARES TR | 18,118 | $1.3B | 0.37% | |
| 51 | SUBISHARES TR | 12,248 | $1.3B | 0.37% | |
| 52 | TXNTEXAS INSTRS INC | 7,075 | $1.3B | 0.36% | |
| 53 | ITOTISHARES TR | 8,872 | $1.3B | 0.36% | |
| 54 | CURICURIOSITYSTREAM INC | 240,028 | $1.3B | 0.36% | |
| 55 | QCOMQUALCOMM INC | 7,619 | $1.3B | 0.36% | |
| 56 | LMTLOCKHEED MARTIN CORP | 2,482 | $1.2B | 0.35% | |
| 57 | VIGVANGUARD SPECIALIZED FUNDS | 5,710 | $1.2B | 0.35% | |
| 58 | VVISA INC | 3,567 | $1.2B | 0.34% | |
| 59 | MARMARRIOTT INTL INC NEW | 4,641 | $1.2B | 0.34% | |
| 60 | COSTCOSTCO WHSL CORP NEW | 1,257 | $1.2B | 0.33% | |
| 61 | CSCOCISCO SYS INC | 16,961 | $1.2B | 0.33% | |
| 62 | UNHUNITEDHEALTH GROUP INC | 3,240 | $1.1B | 0.31% | |
| 63 | VTVVANGUARD INDEX FDS | 5,927 | $1.1B | 0.31% | |
| 64 | VOVANGUARD INDEX FDS | 3,747 | $1.1B | 0.31% | |
| 65 | PGPROCTER AND GAMBLE CO | 7,085 | $1.1B | 0.31% | |
| 66 | XLESELECT SECTOR SPDR TR | 12,055 | $1.1B | 0.30% | |
| 67 | VEAVANGUARD TAX-MANAGED FDS | 17,198 | $1.0B | 0.29% | |
| 68 | SPMDSPDR SERIES TRUST | 17,996 | $1.0B | 0.29% | |
| 69 | BACBANK AMERICA CORP | 19,889 | $1.0B | 0.29% | |
| 70 | VTEBVANGUARD MUN BD FDS | 20,123 | $1.0B | 0.28% | |
| 71 | ACNACCENTURE PLC IRELAND | 4,079 | $1.0B | 0.28% | |
| 72 | KOCOCA COLA CO | 15,066 | $999.2M | 0.28% | |
| 73 | MOALTRIA GROUP INC | 15,112 | $998.3M | 0.28% | |
| 74 | DHRDANAHER CORPORATION | 4,886 | $968.7M | 0.27% | |
| 75 | MEARISHARES U S ETF TR | 18,898 | $954.6M | 0.27% | |
| 76 | AMGNAMGEN INC | 3,368 | $950.5M | 0.27% | |
| 77 | MRKMERCK & CO INC | 11,131 | $934.2M | 0.26% | |
| 78 | ADPAUTOMATIC DATA PROCESSING IN | 3,150 | $924.4M | 0.26% | |
| 79 | DWDMORGAN STANLEY | 5,597 | $889.7M | 0.25% | |
| 80 | SPHQINVESCO EXCHANGE TRADED FD T | 12,050 | $883.1M | 0.25% | |
| 81 | VBVANGUARD INDEX FDS | 3,443 | $875.5M | 0.25% | |
| 82 | TRVTRAVELERS COMPANIES INC | 3,113 | $869.2M | 0.24% | |
| 83 | VLOVALERO ENERGY CORP | 5,000 | $851.3M | 0.24% | |
| 84 | BALLBALL CORP | 16,817 | $847.9M | 0.24% | |
| 85 | RSGREPUBLIC SVCS INC | 3,664 | $840.9M | 0.24% | |
| 86 | LOWLOWES COS INC | 3,345 | $840.6M | 0.24% | |
| 87 | HONHONEYWELL INTL INC | 3,823 | $804.7M | 0.23% | |
| 88 | DGROISHARES TR | 11,797 | $803.1M | 0.23% | |
| 89 | ABTABBOTT LABS | 5,961 | $798.3M | 0.22% | |
| 90 | ADIANALOG DEVICES INC | 3,208 | $788.2M | 0.22% | |
| 91 | SPYMSPDR SERIES TRUST | 10,001 | $783.5M | 0.22% | |
| 92 | CVXCHEVRON CORP NEW | 4,973 | $772.3M | 0.22% | |
| 93 | GNSSGENASYS INC | 313,267 | $767.5M | 0.22% | |
| 94 | IBMINTERNATIONAL BUSINESS MACHS | 2,579 | $727.7M | 0.20% | |
| 95 | XOMEXXON MOBIL CORP | 6,450 | $727.2M | 0.20% | |
| 96 | MCKMCKESSON CORP | 923 | $713.1M | 0.20% | |
| 97 | SCHXSCHWAB STRATEGIC TR | 25,801 | $679.6M | 0.19% | |
| 98 | RPIDRAPID MICRO BIOSYSTEMS INC | 200,234 | $668.8M | 0.19% | |
| 99 | RDVTRED VIOLET INC | 12,775 | $667.5M | 0.19% | |
| 100 | DYNFBLACKROCK ETF TRUST | 11,275 | $667.5M | 0.19% |
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