Evernest Financial Advisors, LLC Q2 2025 Filing

Filed July 28, 2025

Portfolio Value

$309.0M

Holdings

171

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (171 positions)

#	Stock	Shares	Value	% Portfolio
1	GLDMWORLD GOLD TR	396,942	$26.0M	8.42%
2	IVVISHARES TR	27,020	$16.8M	5.43%
3	IJHISHARES TR	257,361	$16.0M	5.16%
4	RSPINVESCO EXCHANGE TRADED FD T	80,039	$14.5M	4.71%
5	FFSMFIDELITY COVINGTON TRUST	406,512	$11.1M	3.58%
6	CGIECAPITAL GROUP INTERNATIONAL	325,298	$10.7M	3.47%
7	AQLTISHARES TR	114,286	$9.5M	3.09%
8	FENIFIDELITY COVINGTON TRUST	248,060	$8.3M	2.67%
9	AAPLAPPLE INC	37,302	$7.7M	2.48%
10	IJRISHARES TR	66,308	$7.2M	2.34%
11	DXJWISDOMTREE TR	61,139	$7.0M	2.26%
12	MSFTMICROSOFT CORP	12,846	$6.4M	2.07%
13	CGCVCAPITAL GROUP CONSERVATIVE E	216,995	$6.2M	2.01%
14	VOOVANGUARD INDEX FDS	10,011	$5.7M	1.84%
15	DOLWISDOMTREE TR	93,271	$5.6M	1.80%
16	SPSMSPDR SERIES TRUST	129,380	$5.5M	1.78%
17	DGRWWISDOMTREE TR	62,604	$5.2M	1.70%
18	USFRWISDOMTREE TR	104,069	$5.2M	1.69%
19	SPYSPDR S&P 500 ETF TR	7,674	$4.7M	1.53%
20	LLYELI LILLY & CO	4,878	$3.8M	1.23%
21	DFAXDIMENSIONAL ETF TRUST	115,651	$3.4M	1.10%
22	RSPNINVESCO EXCHANGE TRADED FD T	57,350	$3.1M	0.99%
23	GOOGLALPHABET INC	16,786	$3.0M	0.96%
24	NVDANVIDIA CORPORATION	16,744	$2.6M	0.86%
25	KINSKINGSTONE COS INC	156,500	$2.4M	0.78%
26	BRK/BBERKSHIRE HATHAWAY INC DEL	4,909	$2.4M	0.77%
27	AVGOBROADCOM INC	8,604	$2.4M	0.77%
28	JBNDJ P MORGAN EXCHANGE TRADED F	41,939	$2.2M	0.73%
29	GSGOLDMAN SACHS GROUP INC	3,169	$2.2M	0.73%
30	IWRISHARES TR	23,507	$2.2M	0.70%
31	IWMISHARES TR	9,711	$2.1M	0.68%
32	MAMASTERCARD INCORPORATED	3,590	$2.0M	0.65%
33	MCDMCDONALDS CORP	6,847	$2.0M	0.65%
34	METAMETA PLATFORMS INC	2,694	$2.0M	0.64%
35	JPMJPMORGAN CHASE & CO.	6,283	$1.8M	0.59%
36	WMTWALMART INC	18,594	$1.8M	0.59%
37	GOOGALPHABET INC	10,227	$1.8M	0.59%
38	EWJISHARES INC	22,428	$1.7M	0.54%
39	CATCATERPILLAR INC	4,221	$1.6M	0.53%
40	NDQINVESCO QQQ TR	2,867	$1.6M	0.51%
41	SYKSTRYKER CORPORATION	3,874	$1.5M	0.50%
42	AMZNAMAZON COM INC	6,897	$1.5M	0.49%
43	TJXTJX COS INC NEW	12,126	$1.5M	0.48%
44	TXNTEXAS INSTRS INC	7,059	$1.5M	0.47%
45	XLUSELECT SECTOR SPDR TR	17,785	$1.5M	0.47%
46	JNJJOHNSON & JOHNSON	9,068	$1.4M	0.45%
47	HDHOME DEPOT INC	3,646	$1.3M	0.43%
48	VVISA INC	3,579	$1.3M	0.41%
49	MARMARRIOTT INTL INC NEW	4,624	$1.3M	0.41%
50	ACNACCENTURE PLC IRELAND	4,227	$1.3M	0.41%
51	SUBISHARES TR	11,780	$1.3M	0.41%
52	COSTCOSTCO WHSL CORP NEW	1,257	$1.2M	0.40%
53	QCOMQUALCOMM INC	7,653	$1.2M	0.39%
54	RTXRTX CORPORATION	8,164	$1.2M	0.39%
55	LMTLOCKHEED MARTIN CORP	2,519	$1.2M	0.38%
56	VIGVANGUARD SPECIALIZED FUNDS	5,694	$1.2M	0.38%
57	CSCOCISCO SYS INC	16,762	$1.2M	0.38%
58	PGPROCTER AND GAMBLE CO	7,295	$1.2M	0.38%
59	VTVVANGUARD INDEX FDS	6,325	$1.1M	0.36%
60	ABBVABBVIE INC	5,973	$1.1M	0.36%
61	UNHUNITEDHEALTH GROUP INC	3,474	$1.1M	0.35%
62	XLESELECT SECTOR SPDR TR	12,359	$1.0M	0.34%
63	KOCOCA COLA CO	14,469	$1.0M	0.33%
64	VOVANGUARD INDEX FDS	3,658	$1.0M	0.33%
65	SPMDSPDR SERIES TRUST	17,846	$970K	0.31%
66	VTEBVANGUARD MUN BD FDS	19,695	$966K	0.31%
67	MEARISHARES U S ETF TR	19,189	$965K	0.31%
68	ADPAUTOMATIC DATA PROCESSING IN	3,065	$945K	0.31%
69	BACBANK AMERICA CORP	19,938	$943K	0.31%
70	DHRDANAHER CORPORATION	4,765	$941K	0.30%
71	AMGNAMGEN INC	3,319	$927K	0.30%
72	MRKMERCK & CO INC	11,680	$925K	0.30%
73	HONHONEYWELL INTL INC	3,821	$890K	0.29%
74	RSGREPUBLIC SVCS INC	3,598	$887K	0.29%
75	MOALTRIA GROUP INC	15,113	$886K	0.29%
76	SPHQINVESCO EXCHANGE TRADED FD T	12,050	$859K	0.28%
77	TRVTRAVELERS COMPANIES INC	3,155	$844K	0.27%
78	SNWVSANUWAVE HEALTH INC	25,050	$823K	0.27%
79	ABTABBOTT LABS	6,035	$821K	0.27%
80	DWDMORGAN STANLEY	5,650	$796K	0.26%
81	AONAON PLC	2,177	$777K	0.25%
82	ADIANALOG DEVICES INC	3,208	$764K	0.25%
83	DGROISHARES TR	11,797	$754K	0.24%
84	XOMEXXON MOBIL CORP	6,894	$743K	0.24%
85	LOWLOWES COS INC	3,342	$741K	0.24%
86	IBMINTERNATIONAL BUSINESS MACHS	2,504	$738K	0.24%
87	BOSCBOS BETTER ONLINE SOLUTIONS	152,000	$737K	0.24%
88	NXGLNEXGEL INC	281,000	$725K	0.23%
89	VEAVANGUARD TAX-MANAGED FDS	12,661	$722K	0.23%
90	VBVANGUARD INDEX FDS	3,044	$721K	0.23%
91	MCKMCKESSON CORP	923	$676K	0.22%
92	CVXCHEVRON CORP NEW	4,716	$675K	0.22%
93	VLOVALERO ENERGY CORP	5,000	$672K	0.22%
94	MPTIM-TRON INDS INC	15,675	$658K	0.21%
95	SCHXSCHWAB STRATEGIC TR	25,760	$630K	0.20%
96	CURICURIOSITYSTREAM INC	110,872	$624K	0.20%
97	EPDENTERPRISE PRODS PARTNERS L	20,000	$620K	0.20%
98	XLBSELECT SECTOR SPDR TR	6,752	$593K	0.19%
99	SPYMSPDR SERIES TRUST	8,044	$585K	0.19%
100	SMMDISHARES TR	8,598	$583K	0.19%

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