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 | Value |
|---|---|
SCHMSCHWAB STRATEGIC TR | $682K |
XLISELECT SECTOR SPDR TR | $665K |
PGPROCTER AND GAMBLE CO | $663K |
GNSSGENASYS INC | $642K |
XLBSELECT SECTOR SPDR TR | $627K |
SHELSHELL PLC | $622K |
PHPARKER-HANNIFIN CORP | $610K |
UNHUNITEDHEALTH GROUP INC | $608K |
ODFLOLD DOMINION FREIGHT LINE IN | $589K |
MDYSPDR S&P MIDCAP 400 ETF TR | $571K |
SCHXSCHWAB STRATEGIC TR | $554K |
VWOVANGUARD INTL EQUITY INDEX F | $517K |
BLKBLACKROCK INC | $505K |
ABTABBOTT LABS | $500K |
ADPAUTOMATIC DATA PROCESSING IN | $498K |
CAHCARDINAL HEALTH INC | $494K |
ITWILLINOIS TOOL WKS INC | $488K |
NOCNORTHROP GRUMMAN CORP | $488K |
CEGCONSTELLATION ENERGY CORP | $480K |
RPIDRAPID MICRO BIOSYSTEMS INC | $468K |
IWFISHARES TR | $460K |
VOOVVANGUARD ADMIRAL FDS INC | $458K |
CBCHUBB LIMITED | $444K |
XMESPDR SERIES TRUST | $427K |
NS9BNETSOL TECHNOLOGIES INC | $418K |
XLKSELECT SECTOR SPDR TR | $416K |
DISDISNEY WALT CO | $394K |
EFAISHARES TR | $390K |
TDVGT ROWE PRICE ETF INC | $387K |
AONAON PLC | $385K |
SBUXSTARBUCKS CORP | $379K |
IXUSISHARES TR | $369K |
AKREPROFESIONALLY MANAGED PORTFO | $357K |
RHCRH PLC | $354K |
COFCAPITAL ONE FINL CORP | $333K |
IWDISHARES TR | $332K |
BBEUJ P MORGAN EXCHANGE TRADED F | $331K |
EEMISHARES TR | $330K |
MRSHMARSH & MCLENNAN COS INC | $324K |
MAMAMAMAS CREATIONS INC | $320K |
VUGVANGUARD INDEX FDS | $317K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $317K |
ICEINTERCONTINENTAL EXCHANGE IN | $299K |
ACWIISHARES TR | $287K |
CBRECBRE GROUP INC | $285K |
WEELTIDAL TRUST II | $280K |
BACVERIZON COMMUNICATIONS INC | $276K |
VOTVANGUARD INDEX FDS | $270K |
IUSGISHARES TR | $267K |
IVWISHARES TR | $267K |
CMICUMMINS INC | $266K |
NKENIKE INC | $265K |
BBCAJ P MORGAN EXCHANGE TRADED F | $263K |
SPLVINVESCO EXCH TRADED FD TR II | $261K |
IVOOVANGUARD ADMIRAL FDS INC | $252K |
IAU*ISHARES GOLD TR | $252K |
LRCXLAM RESEARCH CORP | $244K |
VTWOVANGUARD SCOTTSDALE FDS | $241K |
GDGENERAL DYNAMICS CORP | $240K |
LINLINDE PLC | $240K |
LNGCHENIERE ENERGY INC | $233K |
BNDXVANGUARD CHARLOTTE FDS | $231K |
IMCBISHARES TR | $231K |
VIOOVANGUARD ADMIRAL FDS INC | $230K |
AMPGAMPLITECH GROUP INC | $229K |
ETNEATON CORP PLC | $226K |
BBJPJ P MORGAN EXCHANGE TRADED F | $223K |
AMTAMERICAN TOWER CORP NEW | $217K |
XLRESELECT SECTOR SPDR TR | $214K |
VGTVANGUARD WORLD FD | $213K |
TMOTHERMO FISHER SCIENTIFIC INC | $210K |
TGKPRECIPIO INC | $209K |
XLVSELECT SECTOR SPDR TR | $207K |
PRNPROFOUND MED CORP | $204K |
CLCOLGATE PALMOLIVE CO | $200K |
CRMSALESFORCE INC | $200K |
PEPPEPSICO INC | $200K |
ELWTELAUWIT CONNECTION INC | $198K |
EWCZEUROPEAN WAX CTR INC | $187K |
VELOVELO3D INC | $139K |
SWAGSTRAN & COMPANY INC | $98K |
THRYTHRYV HLDGS INC | $78K |
GOSSGOSSAMER BIO INC | $64K |
SJTSAN JUAN BASIN RTY TR | $61K |
WWRWESTWATER RES INC | $38K |
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