13F-HR filed by Evernest Financial Advisors, LLC
Evernest Financial Advisors, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-04, with 180 holding rows worth $481,407,058.
- Accession
- 0002009530-26-000005
- Filer
- CIK 2009530
- Filed
- 2026-05-04
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 180 entries on the cover page, a total value of $481,407,058 stated on the cover page (in dollars after the unit check, H1), rows summing to $481,407,058 with VALUE read as dollars as filed, 13F file number 028-23795. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Apple Inc | 037833100 | COM | 135,122 | $36,160,035 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 64,461 | $30,477,805 | dollars as filed | |
| SPDR Portfolio S&P 600 Small Cap ETF | 78468R853 | SHS | 562,067 | $29,845,781 | dollars as filed | |
| WORLD GOLD TR | 98149E303 | SPDR GLD MINIS | 279,724 | $25,910,840 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 114,053 | $23,014,763 | dollars as filed | |
| IJH | 464287507 | COM | 312,576 | $22,768,040 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 50,394 | $21,408,514 | dollars as filed | |
| Fidelity Enhanced International ETF | 31609A404 | SHS | 429,234 | $16,697,218 | dollars as filed | |
| CAPITOL SER TR | 14064D550 | FAIRLEAD TACTICA | 541,504 | $16,618,767 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 21,208 | $15,237,961 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C103 | ISHARES US EQUIT | 193,256 | $12,364,491 | dollars as filed | |
| CAPITAL GROUP INTERNATIONAL | 14021M107 | SHS | 340,992 | $12,047,241 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 112,241 | $10,624,701 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 15,729 | $10,342,033 | dollars as filed | |
| WISDOMTREE TR | 97717W851 | JAPN HEDGE EQT | 63,266 | $10,173,187 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 316092295 | FUN SMA MID ETF | 272,082 | $9,601,782 | dollars as filed | |
| WISDOMTREE TR | 97717W794 | TRUE DEV INTL FD | 92,400 | $6,622,308 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 48,256 | $6,589,824 | dollars as filed | |
| SPY | 78462F103 | SHS | 8,619 | $6,163,773 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 15,494 | $5,428,312 | dollars as filed | |
| CAPITAL GROUP CONSERVATIVE E | 14020U100 | SHS | 129,884 | $4,039,388 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V880 | WORLD EX US CORE | 109,109 | $3,951,943 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 4,472 | $3,882,858 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 29,549 | $3,770,103 | dollars as filed | |
| WISDOMTREE TR | 97717X669 | US QTLY DIV GRT | 38,219 | $3,587,630 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 3,730 | $3,497,840 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V324 | S&P500 EQL IND | 55,379 | $3,384,195 | dollars as filed | |
| iShares MSCI Japan ETF | 46434G822 | SHS | 38,501 | $3,375,798 | dollars as filed | |
| JPMORGAN ACTIVE BOND ETF | 46654Q716 | COM | 61,719 | $3,321,700 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 9,421 | $3,283,510 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 3,703 | $3,068,805 | dollars as filed | |
| ISHARES TR | 46435G268 | RUSEL 2500 ETF | 32,492 | $2,742,325 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 12,649 | $2,739,955 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 6,520 | $2,726,567 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 10,060 | $2,266,953 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 6,774 | $1,965,833 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 6,914 | $1,916,177 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 2,880 | $1,913,294 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 6,445 | $1,736,855 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 5,386 | $1,678,297 | dollars as filed | |
| KINGSTONE COS INC | 496719105 | COMMON STOCK | 95,016 | $1,665,629 | dollars as filed | |
| iShares Russell Midcap ETF | 464287499 | SHS | 15,912 | $1,650,870 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 18,481 | $1,631,161 | dollars as filed | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 15,231 | $1,624,642 | dollars as filed | |
| Utilities Select Sector SPDR Fund | 81369Y886 | SHS | 34,316 | $1,585,056 | dollars as filed | |
| RED VIOLET INC | 75704L104 | COMMON STOCK | 41,870 | $1,567,613 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 9,945 | $1,566,071 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 3,090 | $1,564,631 | dollars as filed | |
| MARRIOTT INTL INC NEW CL A | 571903202 | Stock | 4,299 | $1,550,646 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 5,759 | $1,503,796 | dollars as filed | |
| ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | 46431W838 | ETF | 29,344 | $1,478,637 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 8,480 | $1,470,262 | dollars as filed | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 8,872 | $1,388,912 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 24,323 | $1,380,830 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 5,755 | $1,300,544 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 3,917 | $1,288,694 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 3,776 | $1,284,520 | dollars as filed | |
| JPMORGAN INTERNATIONAL VALUE ETF | 46654Q757 | COM | 13,910 | $1,240,161 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 6,017 | $1,224,192 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 16,062 | $1,211,733 | dollars as filed | |
| VALERO ENERGY CORP COM | 91913Y100 | Stock | 5,000 | $1,191,250 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 10,792 | $1,189,621 | dollars as filed | |
| SPDR Portfolio S&P 400 Mid Cap ETF | 78464A847 | SHS | 18,242 | $1,164,934 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 5,872 | $1,159,082 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,161 | $1,158,936 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 3,407 | $1,132,306 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 2,154 | $1,106,002 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 14,360 | $1,099,689 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 5,695 | $1,083,047 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,539 | $1,044,295 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 6,813 | $1,023,666 | dollars as filed | |
| RAPID MICRO BIOSYSTEMS INC | 75340L104 | CLASS A COM | 432,510 | $1,020,724 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 15,363 | $1,013,934 | dollars as filed | |
| BALL CORP | 058498106 | COM | 16,210 | $989,945 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 2,482 | $974,363 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V241 | S&P500 QUALITY | 12,050 | $967,254 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 18,285 | $962,333 | dollars as filed | |
| XPEL INC | 98379L100 | COM | 20,250 | $941,625 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 2,987 | $924,905 | dollars as filed | |
| VTI | 922908769 | COM | 2,606 | $918,693 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 4,962 | $916,873 | dollars as filed | |
| TRAVELERS COMPANIES INC COM | 89417E109 | Stock | 2,988 | $907,582 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 3,120 | $884,849 | dollars as filed | |
| BOS BETTER ONLINE SOLUTIONS | M20115180 | SHS NEW NIS 80 | 181,412 | $876,220 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 4,754 | $858,605 | dollars as filed | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 11,797 | $856,344 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 12,461 | $848,220 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 10,000 | $841,702 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 15,415 | $778,014 | dollars as filed | |
| ENTERPRISE PRODS PARTNERS L | 293792107 | COM | 20,000 | $764,400 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 3,596 | $762,461 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 2,097 | $743,828 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 4,924 | $729,678 | dollars as filed | |
| AON PLC SHS CL A | G0403H108 | Stock | 2,230 | $722,029 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y100 | SBI MATERIALS | 13,768 | $712,930 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 859 | $711,527 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 7,077 | $703,692 | dollars as filed | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 21,638 | $700,429 | dollars as filed | |
| SHELL PLC SPON ADS | 780259305 | ADR | 8,006 | $695,801 | dollars as filed | |
| REPUBLIC SVCS INC COM | 760759100 | Stock | 3,367 | $694,051 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 2,830 | $686,306 | dollars as filed | |
| OLD DOMINION FREIGHT LINE INC COM | 679580100 | Stock | 3,006 | $662,913 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y704 | INDL | 3,829 | $660,496 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 670 | $652,808 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 4,297 | $637,694 | dollars as filed | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 17,912 | $604,336 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 3,293 | $582,730 | dollars as filed | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 871 | $579,110 | dollars as filed | |
| CONSTELLATION ENERGY CORP COM | 21037T109 | Stock | 1,831 | $577,223 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 20,241 | $570,192 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 2,453 | $559,302 | dollars as filed | |
| GENASYS INC | 36872P103 | CMN | 290,345 | $557,462 | dollars as filed | |
| VWO | 922042858 | SHS | 8,957 | $526,057 | dollars as filed | |
| Chubb Limited | H1467J104 | COM | 1,548 | $502,389 | dollars as filed | |
| BlackRock,Inc. | 09290D101 | COM | 468 | $494,737 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 988 | $474,181 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 2,945 | $472,885 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 5,742 | $462,576 | dollars as filed | |
| VANGUARD ADMIRAL FDS INC | 921932703 | 500 VAL IDX FD | 2,143 | $455,224 | dollars as filed | |
| ILLINOIS TOOL WKS INC | 452308109 | COM | 1,677 | $452,434 | dollars as filed | |
| WISDOMTREE TR | 97717Y527 | FLOATNG RAT TREA | 8,911 | $448,323 | dollars as filed | |
| THE BEACHBODY COMPANY INC | 073463309 | COM CL A NEW | 29,075 | $444,557 | dollars as filed | |
| CARDINAL HEALTH INC | 14149Y108 | COM | 2,190 | $443,125 | dollars as filed | |
| CURIOSITYSTREAM INC | 23130Q107 | COMMON STOCK | 135,234 | $440,187 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 4,612 | $428,022 | dollars as filed | |
| SPDR S&P Metals & Mining ETF | 78464A755 | SHS | 3,408 | $409,642 | dollars as filed | |
| NORTHROP GRUMMAN CORP COM | 666807102 | Stock | 702 | $403,847 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 3,988 | $390,344 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 1,938 | $382,176 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 3,756 | $380,741 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 8,084 | $380,736 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 3,676 | $376,224 | dollars as filed | |
| ISHARES TR | 46432F834 | COM | 4,014 | $371,496 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 896 | $362,694 | dollars as filed | |
| CPS TECHNOLOGIES CORP | 12619F104 | COM | 68,300 | $355,160 | dollars as filed | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 5,460 | $347,474 | dollars as filed | |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 1,339 | $347,337 | dollars as filed | |
| LENSAR INC | 52634L108 | COM | 66,000 | $343,860 | dollars as filed | |
| SIMON PPTY GROUP INC NEW COM | 828806109 | REIT | 1,685 | $339,140 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 4,021 | $335,748 | dollars as filed | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 1,462 | $332,854 | dollars as filed | |
| PROFESIONALLY MANAGED PORTFO | 74316P579 | AKRE FOCUS ETF | 6,120 | $328,950 | dollars as filed | |
| Linde plc | G54950103 | COM | 637 | $325,348 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F BETABUILDERS EUR | 46641Q191 | BETABUILDERS EUR | 4,230 | $321,015 | dollars as filed | |
| T ROWE PRICE DIVIDEND GROWTH ETF | 87283Q404 | COM | 6,656 | $310,887 | dollars as filed | |
| Marsh & McLennan Companies,Inc. | 571748102 | COM | 1,758 | $299,200 | dollars as filed | |
| CUMMINS INC COM | 231021106 | Stock | 447 | $295,484 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 1,514 | $293,921 | dollars as filed | |
| ISHARES TR | 464288257 | MSCI ACWI ETF | 1,948 | $293,193 | dollars as filed | |
| PRECIPIO INC | 74019L602 | COM | 9,500 | $291,650 | dollars as filed | |
| TIDAL TRUST II | 88636J410 | PEERLESS OPTION | 14,300 | $290,174 | dollars as filed | |
| MAMAS CREATIONS INC COM | 56146T103 | Stock | 20,242 | $286,019 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 2,186 | $285,229 | dollars as filed | |
| Vanguard Mid-Cap Growth ETF | 922908538 | SHS | 979 | $276,430 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 1,065 | $276,304 | dollars as filed | |
| CRH PLC ORD | G25508105 | Stock | 2,352 | $274,408 | dollars as filed | |
| HERITAGE GLOBAL INC | 42727E103 | COM | 194,000 | $273,540 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q225 | BETA CDA ETF NEW | 2,725 | $270,729 | dollars as filed | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 1,715 | $269,169 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E354 | S&P500 LOW VOL | 3,534 | $260,087 | dollars as filed | |
| VANGUARDRUSSELL2000ETF | 92206C664 | STOK | 2,280 | $255,360 | dollars as filed | |
| Vanguard S&P Mid-Cap 400 ETF | 921932885 | SHS | 2,061 | $253,977 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 602 | $250,896 | dollars as filed | |
| American Tower Corporation | 03027X100 | COM | 1,418 | $248,575 | dollars as filed | |
| VGT | 92204A702 | SHS | 2,273 | $237,136 | dollars as filed | |
| ISHARES TR | 464288208 | MRGSTR MD CP ETF | 2,646 | $237,002 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 4,766 | $229,006 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 2,534 | $223,169 | dollars as filed | |
| Real Estate Select Sector SPDR Fund | 81369Y860 | SHS | 5,036 | $219,016 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F BETABULDRS JAPAN | 46641Q217 | BETABULDRS JAPAN | 3,001 | $213,671 | dollars as filed | |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 667 | $208,458 | dollars as filed | |
| CBRE GROUP INC CL A | 12504L109 | Stock | 1,405 | $205,439 | dollars as filed | |
| COLGATE PALMOLIVE CO COM | 194162103 | Stock | 2,428 | $204,387 | dollars as filed | |
| ISHARES CORE S&P U.S. GROWTH ETF | 464287671 | ETF | 1,133 | $202,184 | dollars as filed | |
| IDENTIV INC | 45170X205 | COM NEW | 41,000 | $194,750 | dollars as filed | |
| NETSOL TECHNOLOGIES INC | 64115A402 | COM PAR $.001 | 52,600 | $181,996 | dollars as filed | |
| WESTWATER RES INC | 961684206 | COM NEW | 120,000 | $78,600 | dollars as filed | |
| STRAN & CO INC | 86260J102 | COMMON STOCK | 31,000 | $48,670 | dollars as filed | |
| SAN JUAN BASIN RTY TR | 798241105 | UNIT BEN INT | 11,000 | $46,420 | dollars as filed | |
| GOSSAMER BIO INC COM | 38341P102 | Stock | 28,769 | $10,026 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002009530-26-000005 | this filing | 2026-05-04 | acceptance time not in the bulk data set |