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
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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