Evernest Financial Advisors, LLC Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$356.9M

Holdings

188

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (188 positions)

#	Stock	Shares	Value	% Portfolio
1	GLDMWORLD GOLD TR	358,715	$27.4M	7.68%
2	IVVISHARES TR	26,981	$18.1M	5.06%
3	IJHISHARES TR	267,640	$17.5M	4.89%
4	RSPINVESCO EXCHANGE TRADED FD T	82,882	$15.7M	4.41%
5	FFSMFIDELITY COVINGTON TRUST	405,619	$11.8M	3.32%
6	CGIECAPITAL GROUP INTERNATIONAL	347,852	$11.7M	3.29%
7	AQLTISHARES TR	113,929	$9.9M	2.79%
8	VOOVANGUARD INDEX FDS	16,219	$9.9M	2.78%
9	AAPLAPPLE INC	38,085	$9.7M	2.72%
10	FENIFIDELITY COVINGTON TRUST	269,266	$9.5M	2.66%
11	TACKCAPITOL SER TR	293,357	$8.8M	2.47%
12	DXJWISDOMTREE TR	60,873	$7.8M	2.18%
13	IJRISHARES TR	65,557	$7.8M	2.18%
14	SPSMSPDR SERIES TRUST	162,330	$7.5M	2.11%
15	CGCVCAPITAL GROUP CONSERVATIVE E	244,557	$7.4M	2.06%
16	MSFTMICROSOFT CORP	12,831	$6.6M	1.86%
17	USFRWISDOMTREE TR	124,626	$6.3M	1.76%
18	DOLWISDOMTREE TR	93,268	$5.8M	1.63%
19	DGRWWISDOMTREE TR	63,127	$5.6M	1.57%
20	SPYSPDR S&P 500 ETF TR	7,611	$5.1M	1.42%
21	GOOGLALPHABET INC	16,830	$4.1M	1.15%
22	DFAXDIMENSIONAL ETF TRUST	115,651	$3.6M	1.02%
23	LLYELI LILLY & CO	4,680	$3.6M	1.00%
24	RSPNINVESCO EXCHANGE TRADED FD T	56,783	$3.2M	0.89%
25	WMTWALMART INC	30,502	$3.1M	0.88%
26	KINSKINGSTONE COS INC	211,690	$3.1M	0.87%
27	NVDANVIDIA CORPORATION	16,646	$3.1M	0.87%
28	AVGOBROADCOM INC	7,903	$2.6M	0.73%
29	GSGOLDMAN SACHS GROUP INC	3,179	$2.5M	0.71%
30	GOOGALPHABET INC	10,377	$2.5M	0.71%
31	JBNDJ P MORGAN EXCHANGE TRADED F	46,460	$2.5M	0.71%
32	BRK/BBERKSHIRE HATHAWAY INC DEL	4,909	$2.5M	0.69%
33	IWMISHARES TR	9,712	$2.3M	0.66%
34	IWRISHARES TR	23,507	$2.3M	0.64%
35	MCDMCDONALDS CORP	6,836	$2.1M	0.58%
36	MAMASTERCARD INCORPORATED	3,602	$2.0M	0.57%
37	CATCATERPILLAR INC	4,270	$2.0M	0.57%
38	JPMJPMORGAN CHASE & CO.	6,321	$2.0M	0.56%
39	EWJISHARES INC	24,797	$2.0M	0.56%
40	METAMETA PLATFORMS INC	2,674	$2.0M	0.55%
41	TJXTJX COS INC NEW	12,085	$1.7M	0.49%
42	NDQINVESCO QQQ TR	2,870	$1.7M	0.48%
43	JNJJOHNSON & JOHNSON	8,983	$1.7M	0.47%
44	XLUSELECT SECTOR SPDR TR	17,892	$1.6M	0.44%
45	AMZNAMAZON COM INC	6,929	$1.5M	0.43%
46	HDHOME DEPOT INC	3,665	$1.5M	0.42%
47	SYKSTRYKER CORPORATION	3,920	$1.4M	0.41%
48	RTXRTX CORPORATION	8,316	$1.4M	0.39%
49	ABBVABBVIE INC	5,971	$1.4M	0.39%
50	SMMDISHARES TR	18,118	$1.3M	0.37%
51	SUBISHARES TR	12,248	$1.3M	0.37%
52	TXNTEXAS INSTRS INC	7,075	$1.3M	0.36%
53	ITOTISHARES TR	8,872	$1.3M	0.36%
54	CURICURIOSITYSTREAM INC	240,028	$1.3M	0.36%
55	QCOMQUALCOMM INC	7,619	$1.3M	0.36%
56	LMTLOCKHEED MARTIN CORP	2,482	$1.2M	0.35%
57	VIGVANGUARD SPECIALIZED FUNDS	5,710	$1.2M	0.35%
58	VVISA INC	3,567	$1.2M	0.34%
59	MARMARRIOTT INTL INC NEW	4,641	$1.2M	0.34%
60	COSTCOSTCO WHSL CORP NEW	1,257	$1.2M	0.33%
61	CSCOCISCO SYS INC	16,961	$1.2M	0.33%
62	UNHUNITEDHEALTH GROUP INC	3,240	$1.1M	0.31%
63	VTVVANGUARD INDEX FDS	5,927	$1.1M	0.31%
64	VOVANGUARD INDEX FDS	3,747	$1.1M	0.31%
65	PGPROCTER AND GAMBLE CO	7,085	$1.1M	0.31%
66	XLESELECT SECTOR SPDR TR	12,055	$1.1M	0.30%
67	VEAVANGUARD TAX-MANAGED FDS	17,198	$1.0M	0.29%
68	SPMDSPDR SERIES TRUST	17,996	$1.0M	0.29%
69	BACBANK AMERICA CORP	19,889	$1.0M	0.29%
70	VTEBVANGUARD MUN BD FDS	20,123	$1.0M	0.28%
71	ACNACCENTURE PLC IRELAND	4,079	$1.0M	0.28%
72	KOCOCA COLA CO	15,066	$999K	0.28%
73	MOALTRIA GROUP INC	15,112	$998K	0.28%
74	DHRDANAHER CORPORATION	4,886	$969K	0.27%
75	MEARISHARES U S ETF TR	18,898	$955K	0.27%
76	AMGNAMGEN INC	3,368	$950K	0.27%
77	MRKMERCK & CO INC	11,131	$934K	0.26%
78	ADPAUTOMATIC DATA PROCESSING IN	3,150	$924K	0.26%
79	DWDMORGAN STANLEY	5,597	$890K	0.25%
80	SPHQINVESCO EXCHANGE TRADED FD T	12,050	$883K	0.25%
81	VBVANGUARD INDEX FDS	3,443	$875K	0.25%
82	TRVTRAVELERS COMPANIES INC	3,113	$869K	0.24%
83	VLOVALERO ENERGY CORP	5,000	$851K	0.24%
84	BALLBALL CORP	16,817	$848K	0.24%
85	RSGREPUBLIC SVCS INC	3,664	$841K	0.24%
86	LOWLOWES COS INC	3,345	$841K	0.24%
87	HONHONEYWELL INTL INC	3,823	$805K	0.23%
88	DGROISHARES TR	11,797	$803K	0.23%
89	ABTABBOTT LABS	5,961	$798K	0.22%
90	ADIANALOG DEVICES INC	3,208	$788K	0.22%
91	SPYMSPDR SERIES TRUST	10,001	$783K	0.22%
92	CVXCHEVRON CORP NEW	4,973	$772K	0.22%
93	GNSSGENASYS INC	313,267	$768K	0.22%
94	IBMINTERNATIONAL BUSINESS MACHS	2,579	$728K	0.20%
95	XOMEXXON MOBIL CORP	6,450	$727K	0.20%
96	MCKMCKESSON CORP	923	$713K	0.20%
97	SCHXSCHWAB STRATEGIC TR	25,801	$680K	0.19%
98	RPIDRAPID MICRO BIOSYSTEMS INC	200,234	$669K	0.19%
99	RDVTRED VIOLET INC	12,775	$667K	0.19%
100	DYNFBLACKROCK ETF TRUST	11,275	$667K	0.19%

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