Evernest Financial Advisors, LLC Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$477.1B

Holdings

185

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (185 positions)

#StockSharesValue% PortfolioType
101
SCHMSCHWAB STRATEGIC TR
20,834$682.0M0.14%
102
XLISELECT SECTOR SPDR TR
3,829$665.0M0.14%
103
PGPROCTER AND GAMBLE CO
4,219$663.0M0.14%
104
GNSSGENASYS INC
313,267$642.0M0.13%
105
XLBSELECT SECTOR SPDR TR
12,017$627.0M0.13%
106
SHELSHELL PLC
8,006$622.0M0.13%
107
PHPARKER-HANNIFIN CORP
624$610.0M0.13%
108
UNHUNITEDHEALTH GROUP INC
2,208$608.0M0.13%
109
ODFLOLD DOMINION FREIGHT LINE IN
3,004$589.0M0.12%
110
MDYSPDR S&P MIDCAP 400 ETF TR
871$571.0M0.12%
111
SCHXSCHWAB STRATEGIC TR
20,241$554.0M0.12%
112
VWOVANGUARD INTL EQUITY INDEX F
8,957$517.0M0.11%
113
BLKBLACKROCK INC
468$505.0M0.11%
114
ABTABBOTT LABS
4,509$500.0M0.10%
115
ADPAUTOMATIC DATA PROCESSING IN
2,200$498.0M0.10%
116
CAHCARDINAL HEALTH INC
2,190$494.0M0.10%
117
ITWILLINOIS TOOL WKS INC
1,680$488.0M0.10%
118
NOCNORTHROP GRUMMAN CORP
700$488.0M0.10%
119
CEGCONSTELLATION ENERGY CORP
1,765$480.0M0.10%
120
RPIDRAPID MICRO BIOSYSTEMS INC
125,000$468.0M0.10%
121
IWFISHARES TR
999$460.0M0.10%
122
VOOVVANGUARD ADMIRAL FDS INC
2,143$458.0M0.10%
123
CBCHUBB LIMITED
1,362$444.0M0.09%
124
XMESPDR SERIES TRUST
3,408$427.0M0.09%
125
NS9BNETSOL TECHNOLOGIES INC
130,452$418.0M0.09%
126
XLKSELECT SECTOR SPDR TR
2,902$416.0M0.09%
127
DISDISNEY WALT CO
3,679$394.0M0.08%
128
EFAISHARES TR
3,756$390.0M0.08%
129
TDVGT ROWE PRICE ETF INC
8,278$387.0M0.08%
130
AONAON PLC
1,242$385.0M0.08%
131
SBUXSTARBUCKS CORP
3,835$379.0M0.08%
132
IXUSISHARES TR
4,014$369.0M0.08%
133
AKREPROFESIONALLY MANAGED PORTFO
6,222$357.0M0.07%
134
RHCRH PLC
2,793$354.0M0.07%
135
COFCAPITAL ONE FINL CORP
1,496$333.0M0.07%
136
IWDISHARES TR
1,480$332.0M0.07%
137
BBEUJ P MORGAN EXCHANGE TRADED F
4,230$331.0M0.07%
138
EEMISHARES TR
5,460$330.0M0.07%
139
MRSHMARSH & MCLENNAN COS INC
1,894$324.0M0.07%
140
MAMAMAMAS CREATIONS INC
20,242$320.0M0.07%
141
VUGVANGUARD INDEX FDS
670$317.0M0.07%
142
TSMTAIWAN SEMICONDUCTOR MFG LTD
895$317.0M0.07%
143
ICEINTERCONTINENTAL EXCHANGE IN
1,767$299.0M0.06%
144
ACWIISHARES TR
1,948$287.0M0.06%
145
CBRECBRE GROUP INC
1,672$285.0M0.06%
146
WEELTIDAL TRUST II
13,866$280.0M0.06%
147
BACVERIZON COMMUNICATIONS INC
5,885$276.0M0.06%
148
VOTVANGUARD INDEX FDS
979$270.0M0.06%
149
IUSGISHARES TR
1,596$267.0M0.06%
150
IVWISHARES TR
2,186$267.0M0.06%
151
CMICUMMINS INC
442$266.0M0.06%
152
NKENIKE INC
4,259$265.0M0.06%
153
BBCAJ P MORGAN EXCHANGE TRADED F
2,725$263.0M0.06%
154
SPLVINVESCO EXCH TRADED FD TR II
3,515$261.0M0.05%
155
IVOOVANGUARD ADMIRAL FDS INC
2,073$252.0M0.05%
156
IAU*ISHARES GOLD TR
2,639$252.0M0.05%
157
LRCXLAM RESEARCH CORP
1,065$244.0M0.05%
158
VTWOVANGUARD SCOTTSDALE FDS
2,236$241.0M0.05%
159
GDGENERAL DYNAMICS CORP
667$240.0M0.05%
160
LINLINDE PLC
527$240.0M0.05%
161
LNGCHENIERE ENERGY INC
1,081$233.0M0.05%
162
BNDXVANGUARD CHARLOTTE FDS
4,766$231.0M0.05%
163
IMCBISHARES TR
2,646$231.0M0.05%
164
VIOOVANGUARD ADMIRAL FDS INC
1,889$230.0M0.05%
165
AMPGAMPLITECH GROUP INC
74,000$229.0M0.05%
166
ETNEATON CORP PLC
602$226.0M0.05%
167
BBJPJ P MORGAN EXCHANGE TRADED F
3,001$223.0M0.05%
168
AMTAMERICAN TOWER CORP NEW
1,254$217.0M0.05%
169
XLRESELECT SECTOR SPDR TR
5,072$214.0M0.04%
170
VGTVANGUARD WORLD FD
284$213.0M0.04%
171
TMOTHERMO FISHER SCIENTIFIC INC
385$210.0M0.04%
172
TGKPRECIPIO INC
10,600$209.0M0.04%
173
XLVSELECT SECTOR SPDR TR
1,328$207.0M0.04%
174
PRNPROFOUND MED CORP
31,500$204.0M0.04%
175
CLCOLGATE PALMOLIVE CO
2,128$200.0M0.04%
176
CRMSALESFORCE INC
1,035$200.0M0.04%
177
PEPPEPSICO INC
1,204$200.0M0.04%
178
ELWTELAUWIT CONNECTION INC
39,500$198.0M0.04%
179
EWCZEUROPEAN WAX CTR INC
46,963$187.0M0.04%
180
VELOVELO3D INC
10,200$139.0M0.03%
181
SWAGSTRAN & COMPANY INC
56,000$98.0M0.02%
182
THRYTHRYV HLDGS INC
20,000$78.0M0.02%
183
GOSSGOSSAMER BIO INC
28,400$64.0M0.01%
184
SJTSAN JUAN BASIN RTY TR
11,000$61.0M0.01%
185
WWRWESTWATER RES INC
40,000$38.0M0.01%
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