Evernest Financial Advisors, LLC Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$477.1M
Holdings
185
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (185 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 135,023 | $37.1M | 7.77% | |
| 2 | GLDMWORLD GOLD TR | 319,431 | $32.1M | 6.73% | |
| 3 | BRK/BBERKSHIRE HATHAWAY INC DEL | 64,461 | $32.1M | 6.73% | |
| 4 | MSFTMICROSOFT CORP | 51,323 | $21.2M | 4.45% | |
| 5 | SPSMSPDR SERIES TRUST | 399,782 | $20.6M | 4.31% | |
| 6 | IJHISHARES TR | 274,737 | $19.7M | 4.13% | |
| 7 | RSPINVESCO EXCHANGE TRADED FD T | 94,878 | $19.2M | 4.02% | |
| 8 | CGIECAPITAL GROUP INTERNATIONAL | 423,085 | $15.5M | 3.25% | |
| 9 | IVVISHARES TR | 21,933 | $15.3M | 3.20% | |
| 10 | FENIFIDELITY COVINGTON TRUST | 350,237 | $14.1M | 2.95% | |
| 11 | FFSMFIDELITY COVINGTON TRUST | 402,143 | $13.7M | 2.86% | |
| 12 | AQLTISHARES TR | 112,884 | $11.0M | 2.30% | |
| 13 | TACKCAPITOL SER TR | 340,219 | $10.6M | 2.22% | |
| 14 | VOOVANGUARD INDEX FDS | 15,736 | $10.0M | 2.10% | |
| 15 | DXJWISDOMTREE TR | 59,692 | $9.9M | 2.06% | |
| 16 | IJRISHARES TR | 64,125 | $8.5M | 1.77% | |
| 17 | CGCVCAPITAL GROUP CONSERVATIVE E | 249,878 | $7.9M | 1.66% | |
| 18 | DOLWISDOMTREE TR | 92,925 | $6.7M | 1.41% | |
| 19 | SPYSPDR S&P 500 ETF TR | 8,619 | $6.0M | 1.25% | |
| 20 | DGRWWISDOMTREE TR | 59,444 | $5.6M | 1.16% | |
| 21 | USFRWISDOMTREE TR | 110,269 | $5.6M | 1.16% | |
| 22 | DYNFBLACKROCK ETF TRUST | 86,502 | $5.4M | 1.12% | |
| 23 | GOOGLALPHABET INC | 15,366 | $5.0M | 1.04% | |
| 24 | LLYELI LILLY & CO | 4,259 | $4.4M | 0.93% | |
| 25 | DFAXDIMENSIONAL ETF TRUST | 111,886 | $4.0M | 0.85% | |
| 26 | WMTWALMART INC | 29,401 | $3.8M | 0.80% | |
| 27 | RSPNINVESCO EXCHANGE TRADED FD T | 55,440 | $3.5M | 0.73% | |
| 28 | GSGOLDMAN SACHS GROUP INC | 3,702 | $3.5M | 0.73% | |
| 29 | GOOGALPHABET INC | 9,718 | $3.2M | 0.66% | |
| 30 | JBNDJ P MORGAN EXCHANGE TRADED F | 56,667 | $3.1M | 0.64% | |
| 31 | NVDANVIDIA CORPORATION | 15,622 | $3.0M | 0.62% | |
| 32 | EWJISHARES INC | 29,525 | $2.7M | 0.56% | |
| 33 | CATCATERPILLAR INC | 3,632 | $2.7M | 0.56% | |
| 34 | KINSKINGSTONE COS INC | 164,175 | $2.6M | 0.55% | |
| 35 | SMMDISHARES TR | 29,171 | $2.4M | 0.50% | |
| 36 | JNJJOHNSON & JOHNSON | 9,620 | $2.3M | 0.48% | |
| 37 | AVGOBROADCOM INC | 6,267 | $2.2M | 0.45% | |
| 38 | MCDMCDONALDS CORP | 6,599 | $2.1M | 0.45% | |
| 39 | IWMISHARES TR | 6,913 | $1.8M | 0.39% | |
| 40 | JPMJPMORGAN CHASE & CO. | 5,580 | $1.8M | 0.38% | |
| 41 | NDQINVESCO QQQ TR | 2,877 | $1.8M | 0.37% | |
| 42 | MAMASTERCARD INCORPORATED | 3,156 | $1.7M | 0.35% | |
| 43 | IWRISHARES TR | 15,912 | $1.6M | 0.34% | |
| 44 | BOSCBOS BETTER ONLINE SOLUTIONS | 324,000 | $1.6M | 0.33% | |
| 45 | RTXRTX CORPORATION | 7,981 | $1.6M | 0.33% | |
| 46 | TJXTJX COS INC NEW | 9,983 | $1.6M | 0.33% | |
| 47 | SUBISHARES TR | 14,187 | $1.5M | 0.32% | |
| 48 | METAMETA PLATFORMS INC | 2,209 | $1.5M | 0.31% | |
| 49 | CSCOCISCO SYS INC | 16,606 | $1.4M | 0.30% | |
| 50 | MARMARRIOTT INTL INC NEW | 4,228 | $1.4M | 0.29% | |
| 51 | XLUSELECT SECTOR SPDR TR | 32,097 | $1.4M | 0.29% | |
| 52 | SYKSTRYKER CORPORATION | 3,900 | $1.4M | 0.29% | |
| 53 | AMGNAMGEN INC | 3,604 | $1.4M | 0.28% | |
| 54 | XLESELECT SECTOR SPDR TR | 25,254 | $1.4M | 0.28% | |
| 55 | TXNTEXAS INSTRS INC | 6,160 | $1.3M | 0.28% | |
| 56 | ITOTISHARES TR | 8,872 | $1.3M | 0.28% | |
| 57 | HDHOME DEPOT INC | 3,513 | $1.3M | 0.28% | |
| 58 | LMTLOCKHEED MARTIN CORP | 2,075 | $1.3M | 0.28% | |
| 59 | VIGVANGUARD SPECIALIZED FUNDS | 5,740 | $1.3M | 0.28% | |
| 60 | MRKMERCK & CO INC | 10,741 | $1.3M | 0.26% | |
| 61 | ABBVABBVIE INC | 5,637 | $1.3M | 0.26% | |
| 62 | VTVVANGUARD INDEX FDS | 6,013 | $1.2M | 0.26% | |
| 63 | AMZNAMAZON COM INC | 5,763 | $1.2M | 0.25% | |
| 64 | RDVTRED VIOLET INC | 28,000 | $1.2M | 0.24% | |
| 65 | COSTCOSTCO WHSL CORP NEW | 1,157 | $1.2M | 0.24% | |
| 66 | SPMDSPDR SERIES TRUST | 18,285 | $1.2M | 0.24% | |
| 67 | BACBANK AMERICA CORP | 20,274 | $1.1M | 0.24% | |
| 68 | KOCOCA COLA CO | 14,659 | $1.1M | 0.24% | |
| 69 | VOVANGUARD INDEX FDS | 3,734 | $1.1M | 0.24% | |
| 70 | MEARISHARES U S ETF TR | 22,045 | $1.1M | 0.23% | |
| 71 | BALLBALL CORP | 16,173 | $1.1M | 0.23% | |
| 72 | QCOMQUALCOMM INC | 7,513 | $1.0M | 0.22% | |
| 73 | DWDMORGAN STANLEY | 5,706 | $1.0M | 0.22% | |
| 74 | VTIVANGUARD INDEX FDS | 2,959 | $1.0M | 0.21% | |
| 75 | VLOVALERO ENERGY CORP | 5,000 | $1.0M | 0.21% | |
| 76 | VVISA INC | 2,995 | $975K | 0.20% | |
| 77 | MOALTRIA GROUP INC | 15,113 | $973K | 0.20% | |
| 78 | DHRDANAHER CORPORATION | 4,473 | $969K | 0.20% | |
| 79 | SPHQINVESCO EXCHANGE TRADED FD T | 12,050 | $961K | 0.20% | |
| 80 | ADIANALOG DEVICES INC | 2,885 | $931K | 0.20% | |
| 81 | TRVTRAVELERS COMPANIES INC | 3,072 | $899K | 0.19% | |
| 82 | DGROISHARES TR | 11,797 | $871K | 0.18% | |
| 83 | VBVANGUARD INDEX FDS | 3,131 | $871K | 0.18% | |
| 84 | LOWLOWES COS INC | 3,145 | $870K | 0.18% | |
| 85 | VEAVANGUARD TAX-MANAGED FDS | 12,710 | $868K | 0.18% | |
| 86 | HONHONEYWELL INTL INC | 3,590 | $861K | 0.18% | |
| 87 | CURICURIOSITYSTREAM INC | 255,290 | $839K | 0.18% | |
| 88 | CVXCHEVRON CORP NEW | 4,588 | $837K | 0.18% | |
| 89 | MCKMCKESSON CORP | 859 | $826K | 0.17% | |
| 90 | SPYMSPDR SERIES TRUST | 10,000 | $816K | 0.17% | |
| 91 | VTEBVANGUARD MUN BD FDS | 15,492 | $784K | 0.16% | |
| 92 | ACNACCENTURE PLC IRELAND | 3,294 | $779K | 0.16% | |
| 93 | RSGREPUBLIC SVCS INC | 3,352 | $751K | 0.16% | |
| 94 | XOMEXXON MOBIL CORP | 4,923 | $744K | 0.16% | |
| 95 | IBMINTERNATIONAL BUSINESS MACHS | 2,490 | $737K | 0.15% | |
| 96 | CPSHCPS TECHNOLOGIES CORP | 145,434 | $725K | 0.15% | |
| 97 | AGGISHARES TR | 7,190 | $720K | 0.15% | |
| 98 | EPDENTERPRISE PRODS PARTNERS L | 20,000 | $703K | 0.15% | |
| 99 | SCHASCHWAB STRATEGIC TR | 22,220 | $688K | 0.14% | |
| 100 | WFCWELLS FARGO CO NEW | 7,238 | $684K | 0.14% |
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