Evernest Financial Advisors, LLC

13F filer · CIK 0002009530

Reported Aug 6, 2026

Net seller this quarter

13F portfolio value$478MU.S. long equity reported on 13F

Positions12119 new · 10 closed

Net flow last quarter-$22.2MBuys minus sells

Top 10 positions weight24.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 6, 2026121 positions
BRK.BBerkshire Hathaway Inc	$32.2M	6.74%	Not reported	-0.1%	Q4 2021
GLDMWorld Gold Trust	$21.8M	4.56%	0.08%	-2.0%	Q4 2021
MSFTMicrosoft Corp	$18.6M	3.90%	0.00%	-0.9%	Q4 2021
AAPLApple Inc.	$15.4M	3.22%	0.00%	-60.6%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$6.41M	1.34%	Not reported	-0.5%	Q4 2021
LLYELI LILLY & Co	$5.56M	1.16%	0.00%	+3.8%	Q4 2021
GOOGLAlphabet Inc.	$5.4M	1.13%	0.00%	-2.4%	Q4 2021
DFAXGulf Resources, Inc.	$4.02M	0.84%	Not reported	Not reported	Q4 2021
GSGoldman Sachs Group Inc	$3.79M	0.79%	0.00%	+0.4%	Q4 2021
CATCaterpillar Inc	$3.77M	0.79%	0.00%	-4.4%	Q4 2021
WMTWalmart Inc.	$3.32M	0.69%	0.00%	-0.9%	Q4 2021
GOOGAlphabet Inc.	$3.31M	0.69%	Not reported	-0.7%	Q4 2021
JNJJohnson & Johnson	$2.58M	0.54%	0.00%	+1.1%	Q4 2021
NVDANvidia Corp	$2.46M	0.51%	0.00%	-3.0%	Q4 2021
RDVTRed Violet, Inc.	$2.3M	0.48%	0.26%	-13.8%	Q2 2025
CSCOCisco Systems, Inc.	$2.13M	0.45%	0.00%	-1.9%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$2.12M	0.44%	Not reported	Not reported	Q4 2021
AVGOBroadcom Inc.	$2.04M	0.43%	0.00%	-17.2%	Q1 2024
TXNTexas Instruments Inc	$1.92M	0.40%	0.00%	-0.2%	Q4 2021
JPMJPMorgan Chase & Co	$1.87M	0.39%	0.00%	+5.9%	Q4 2021
JIVEJive Software, Inc.	$1.8M	0.38%	0.02%	+41.1%	Q1 2026
MCDMcdonalds Corp	$1.8M	0.38%	0.00%	-1.5%	Q4 2021
KINSKingstone Companies, Inc.	$1.66M	0.35%	0.60%	-8.3%	Q3 2024
RTXRTX Corp	$1.59M	0.33%	0.00%	-1.0%	Q4 2021
MARMarriott International Inc	$1.59M	0.33%	0.00%	-0.3%	Q4 2021
MAMastercard Inc	$1.54M	0.32%	0.00%	-2.9%	Q4 2021
ABBVAbbVie Inc.	$1.51M	0.32%	0.00%	+2.4%	Q3 2024
TJXTJX Companies Inc	$1.49M	0.31%	0.00%	-0.9%	Q4 2021
AMZNAmazon Com Inc	$1.38M	0.29%	0.00%	+0.6%	Q4 2021
AMGNAmgen Inc	$1.33M	0.28%	0.00%	-2.4%	Q4 2021
MRKMerck & Co., Inc.	$1.26M	0.26%	0.00%	-9.0%	Q4 2021
QCOMQualcomm Inc	$1.25M	0.26%	0.00%	-0.9%	Q4 2021
KOCoca Cola Co	$1.23M	0.26%	0.00%	-5.4%	Q4 2021
SPMDSupermedia Inc.	$1.23M	0.26%	Not reported	-0.5%	Q2 2025
MSMorgan Stanley	$1.19M	0.25%	0.00%	+0.1%	Q4 2021
TATTTat Technologies Ltd	$1.18M	0.25%	0.19%	New	Q2 2026
SYKStryker Corp	$1.17M	0.25%	0.00%	-4.8%	Q4 2021
HDHome Depot, Inc.	$1.12M	0.23%	0.00%	-7.0%	Q4 2021
COSTCostco Wholesale Corp	$1.11M	0.23%	0.00%	+2.2%	Q4 2021
MOAltria Group, Inc.	$1.11M	0.23%	0.00%	Not reported	Q3 2024
VLOValero Energy Corp	$1.09M	0.23%	0.00%	-16.4%	Q4 2024
BACBank of America Corp	$1.08M	0.23%	0.00%	+3.8%	Q4 2021
LMTLockheed Martin Corp	$1.05M	0.22%	0.00%	-4.6%	Q4 2021
BALLBALL Corp	$1.01M	0.21%	0.01%	-0.1%	Q3 2024
TRVTravelers Companies, Inc.	$1M	0.21%	0.00%	+1.6%	Q4 2021
ADIAnalog Devices Inc	$960K	0.20%	0.00%	-2.6%	Q4 2021
UNHUnitedhealth Group Inc	$948K	0.20%	0.00%	+8.7%	Q4 2021
METAMeta Platforms, Inc.	$920K	0.19%	Not reported	+6.1%	Q4 2021
VVisa Inc.	$910K	0.19%	0.00%	-11.2%	Q4 2021
BOSCBos Better Online Solutions Ltd	$894K	0.19%	2.83%	+9.8%	Q1 2025

Q1 2026Reported May 4, 2026111 positions
AAPLApple Inc.	$36.2M	7.51%	0.00%	+0.1%	Q4 2021
BRK.BBerkshire Hathaway Inc	$30.5M	6.33%	Not reported	Not reported	Q4 2021
GLDMWorld Gold Trust	$25.9M	5.38%	0.09%	-12.4%	Q4 2021
MSFTMicrosoft Corp	$21.4M	4.45%	0.00%	-1.8%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$6.16M	1.28%	Not reported	Not reported	Q4 2021
GOOGLAlphabet Inc.	$5.43M	1.13%	0.00%	+0.8%	Q4 2021
DFAXGulf Resources, Inc.	$3.95M	0.82%	Not reported	-2.5%	Q4 2021
LLYELI LILLY & Co	$3.88M	0.81%	0.00%	+5.0%	Q4 2021
WMTWalmart Inc.	$3.77M	0.78%	0.00%	+0.5%	Q4 2021
GSGoldman Sachs Group Inc	$3.5M	0.73%	0.00%	+0.8%	Q4 2021
GOOGAlphabet Inc.	$3.28M	0.68%	Not reported	-3.1%	Q4 2021
CATCaterpillar Inc	$3.07M	0.64%	0.00%	+2.0%	Q4 2021
NVDANvidia Corp	$2.74M	0.57%	0.00%	-19.0%	Q4 2021
AVGOBroadcom Inc.	$2.73M	0.57%	0.00%	+4.0%	Q1 2024
JNJJohnson & Johnson	$2.27M	0.47%	0.00%	+4.6%	Q4 2021
MCDMcdonalds Corp	$1.97M	0.41%	0.00%	+2.7%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$1.91M	0.40%	Not reported	+0.1%	Q4 2021
TXNTexas Instruments Inc	$1.74M	0.36%	0.00%	+4.6%	Q4 2021
JPMJPMorgan Chase & Co	$1.68M	0.35%	0.00%	-3.5%	Q4 2021
KINSKingstone Companies, Inc.	$1.67M	0.35%	0.66%	-42.1%	Q3 2024
CSCOCisco Systems, Inc.	$1.63M	0.34%	0.00%	+11.3%	Q4 2021
RDVTRed Violet, Inc.	$1.57M	0.33%	0.30%	+49.5%	Q2 2025
TJXTJX Companies Inc	$1.57M	0.33%	0.00%	-0.4%	Q4 2021
MAMastercard Inc	$1.56M	0.33%	0.00%	-2.1%	Q4 2021
MARMarriott International Inc	$1.55M	0.32%	0.00%	+1.7%	Q4 2021
AMZNAmazon Com Inc	$1.5M	0.31%	0.00%	-0.1%	Q4 2021
RTXRTX Corp	$1.47M	0.31%	0.00%	+6.3%	Q4 2021
SYKStryker Corp	$1.29M	0.27%	0.00%	+0.4%	Q4 2021
AMGNAmgen Inc	$1.28M	0.27%	0.00%	+4.8%	Q4 2021
JIVEJive Software, Inc.	$1.24M	0.26%	0.02%	New	Q1 2026
KOCoca Cola Co	$1.21M	0.25%	0.00%	+9.6%	Q4 2021
VLOValero Energy Corp	$1.19M	0.25%	0.00%	Not reported	Q4 2024
MRKMerck & Co., Inc.	$1.19M	0.25%	0.00%	+0.5%	Q4 2021
SPMDSupermedia Inc.	$1.16M	0.24%	Not reported	-0.2%	Q2 2025
ABBVAbbVie Inc.	$1.16M	0.24%	0.00%	+4.2%	Q3 2024
COSTCostco Wholesale Corp	$1.16M	0.24%	0.00%	+0.4%	Q4 2021
HDHome Depot, Inc.	$1.13M	0.24%	0.00%	-3.0%	Q4 2021
LMTLockheed Martin Corp	$1.11M	0.23%	0.00%	+3.8%	Q4 2021
MSMorgan Stanley	$1.08M	0.22%	0.00%	-0.2%	Q4 2021
METAMeta Platforms, Inc.	$1.04M	0.22%	Not reported	-30.3%	Q4 2021
QCOMQualcomm Inc	$1.02M	0.21%	0.00%	-9.3%	Q4 2021
RPIDRapid Micro Biosystems, Inc.	$1.02M	0.21%	Not reported	+246.0%	Q1 2025
MOAltria Group, Inc.	$1.01M	0.21%	0.00%	+1.7%	Q3 2024
BALLBALL Corp	$990K	0.21%	0.01%	+0.2%	Q3 2024
ADIAnalog Devices Inc	$974K	0.20%	0.00%	-14.0%	Q4 2021
BACBank of America Corp	$962K	0.20%	0.00%	-9.8%	Q4 2021
XPELXPEL, Inc.	$942K	0.20%	0.07%	New	Q1 2026
VVisa Inc.	$925K	0.19%	0.00%	-0.3%	Q4 2021
CVXChevron Corp	$917K	0.19%	0.00%	+8.2%	Q4 2021
TRVTravelers Companies, Inc.	$908K	0.19%	0.00%	-2.7%	Q4 2021

Q4 2025Reported Feb 13, 2026114 positions
AAPLApple Inc.	$37.1M	7.77%	0.00%	Not reported	Q4 2021
GLDMWorld Gold Trust	$32.1M	6.73%	0.11%	Not reported	Q4 2021
BRK.BBerkshire Hathaway Inc	$32.1M	6.73%	Not reported	Not reported	Q4 2021
MSFTMicrosoft Corp	$21.2M	4.45%	0.00%	Not reported	Q4 2021
SPYSPDR S&P 500 ETF Trust	$5.98M	1.25%	Not reported	Not reported	Q4 2021
GOOGLAlphabet Inc.	$4.98M	1.04%	0.00%	Not reported	Q4 2021
LLYELI LILLY & Co	$4.45M	0.93%	0.00%	Not reported	Q4 2021
DFAXGulf Resources, Inc.	$4.03M	0.85%	Not reported	Not reported	Q4 2021
WMTWalmart Inc.	$3.79M	0.80%	0.00%	Not reported	Q4 2021
GSGoldman Sachs Group Inc	$3.49M	0.73%	0.00%	Not reported	Q4 2021
GOOGAlphabet Inc.	$3.15M	0.66%	Not reported	Not reported	Q4 2021
NVDANvidia Corp	$2.97M	0.62%	0.00%	Not reported	Q4 2021
CATCaterpillar Inc	$2.7M	0.56%	0.00%	Not reported	Q4 2021
KINSKingstone Companies, Inc.	$2.61M	0.55%	1.14%	Not reported	Q3 2024
JNJJohnson & Johnson	$2.3M	0.48%	0.00%	Not reported	Q4 2021
AVGOBroadcom Inc.	$2.16M	0.45%	0.00%	Not reported	Q1 2024
MCDMcdonalds Corp	$2.15M	0.45%	0.00%	Not reported	Q4 2021
JPMJPMorgan Chase & Co	$1.8M	0.38%	0.00%	Not reported	Q4 2021
QQQInvesco QQQ Trust, Series 1	$1.77M	0.37%	Not reported	Not reported	Q4 2021
MAMastercard Inc	$1.69M	0.35%	0.00%	Not reported	Q4 2021
BOSCBos Better Online Solutions Ltd	$1.59M	0.33%	4.61%	Not reported	Q1 2025
RTXRTX Corp	$1.57M	0.33%	0.00%	Not reported	Q4 2021
TJXTJX Companies Inc	$1.56M	0.33%	0.00%	Not reported	Q4 2021
METAMeta Platforms, Inc.	$1.5M	0.31%	Not reported	Not reported	Q4 2021
CSCOCisco Systems, Inc.	$1.44M	0.30%	0.00%	Not reported	Q4 2021
MARMarriott International Inc	$1.4M	0.29%	0.00%	Not reported	Q4 2021
SYKStryker Corp	$1.39M	0.29%	0.00%	Not reported	Q4 2021
AMGNAmgen Inc	$1.35M	0.28%	0.00%	Not reported	Q4 2021
TXNTexas Instruments Inc	$1.35M	0.28%	0.00%	Not reported	Q4 2021
HDHome Depot, Inc.	$1.34M	0.28%	0.00%	Not reported	Q4 2021
LMTLockheed Martin Corp	$1.32M	0.28%	0.00%	Not reported	Q4 2021
MRKMerck & Co., Inc.	$1.26M	0.26%	0.00%	Not reported	Q4 2021
ABBVAbbVie Inc.	$1.26M	0.26%	0.00%	Not reported	Q3 2024
AMZNAmazon Com Inc	$1.2M	0.25%	0.00%	Not reported	Q4 2021
RDVTRed Violet, Inc.	$1.16M	0.24%	0.20%	Not reported	Q2 2025
COSTCostco Wholesale Corp	$1.15M	0.24%	0.00%	Not reported	Q4 2021
SPMDSupermedia Inc.	$1.15M	0.24%	Not reported	Not reported	Q2 2025
BACBank of America Corp	$1.14M	0.24%	0.00%	Not reported	Q4 2021
KOCoca Cola Co	$1.14M	0.24%	0.00%	Not reported	Q4 2021
BALLBALL Corp	$1.08M	0.23%	0.01%	Not reported	Q3 2024
QCOMQualcomm Inc	$1.04M	0.22%	0.00%	Not reported	Q4 2021
MSMorgan Stanley	$1.04M	0.22%	0.00%	Not reported	Q4 2021
VLOValero Energy Corp	$1.01M	0.21%	0.00%	Not reported	Q4 2024
VVisa Inc.	$975K	0.20%	0.00%	Not reported	Q4 2021
MOAltria Group, Inc.	$973K	0.20%	0.00%	Not reported	Q3 2024
DHRDanaher Corp	$969K	0.20%	0.00%	Not reported	Q4 2021
ADIAnalog Devices Inc	$932K	0.20%	0.00%	Not reported	Q4 2021
TRVTravelers Companies, Inc.	$900K	0.19%	0.00%	Not reported	Q4 2021
LOWLowes Companies Inc	$871K	0.18%	0.00%	Not reported	Q4 2021
HONHoneywell International Inc	$861K	0.18%	0.00%	Not reported	Q4 2021

Q2 2025Reported Jul 28, 2025119 positions
GLDMWorld Gold Trust	$26M	8.42%	0.18%	+6.9%	Q4 2021
AAPLApple Inc.	$7.65M	2.48%	0.00%	+1.1%	Q4 2021
MSFTMicrosoft Corp	$6.39M	2.07%	0.00%	+6.4%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$4.74M	1.53%	Not reported	-0.8%	Q4 2021
LLYELI LILLY & Co	$3.8M	1.23%	0.00%	+2.1%	Q4 2021
DFAXGulf Resources, Inc.	$3.4M	1.10%	Not reported	-2.5%	Q4 2021
GOOGLAlphabet Inc.	$2.96M	0.96%	0.00%	+10.3%	Q4 2021
NVDANvidia Corp	$2.65M	0.86%	0.00%	-74.6%	Q4 2021
KINSKingstone Companies, Inc.	$2.41M	0.78%	1.11%	+57.1%	Q3 2024
BRK.BBerkshire Hathaway Inc	$2.38M	0.77%	Not reported	+13.8%	Q4 2021
AVGOBroadcom Inc.	$2.37M	0.77%	0.00%	+25.8%	Q1 2024
GSGoldman Sachs Group Inc	$2.24M	0.73%	0.00%	+12.7%	Q4 2021
MAMastercard Inc	$2.02M	0.65%	0.00%	+0.8%	Q4 2021
MCDMcdonalds Corp	$2M	0.65%	0.00%	+4.1%	Q4 2021
METAMeta Platforms, Inc.	$1.99M	0.64%	Not reported	+18.2%	Q4 2021
JPMJPMorgan Chase & Co	$1.82M	0.59%	0.00%	+11.1%	Q4 2021
WMTWalmart Inc.	$1.82M	0.59%	0.00%	+7.0%	Q4 2021
GOOGAlphabet Inc.	$1.81M	0.59%	Not reported	+3.6%	Q4 2021
CATCaterpillar Inc	$1.64M	0.53%	0.00%	+7.7%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$1.58M	0.51%	Not reported	+0.3%	Q4 2021
SYKStryker Corp	$1.53M	0.50%	0.00%	-1.6%	Q4 2021
AMZNAmazon Com Inc	$1.51M	0.49%	0.00%	-3.6%	Q4 2021
TJXTJX Companies Inc	$1.5M	0.48%	0.00%	+2.7%	Q4 2021
TXNTexas Instruments Inc	$1.47M	0.47%	0.00%	+20.6%	Q4 2021
JNJJohnson & Johnson	$1.39M	0.45%	0.00%	+0.5%	Q4 2021
HDHome Depot, Inc.	$1.34M	0.43%	0.00%	+6.7%	Q4 2021
VVisa Inc.	$1.27M	0.41%	0.00%	+12.5%	Q4 2021
MARMarriott International Inc	$1.26M	0.41%	0.00%	+2.6%	Q4 2021
ACNAccenture plc	$1.26M	0.41%	0.00%	+0.6%	Q4 2021
COSTCostco Wholesale Corp	$1.24M	0.40%	0.00%	+8.8%	Q4 2021
QCOMQualcomm Inc	$1.22M	0.39%	0.00%	+12.6%	Q4 2021
RTXRTX Corp	$1.19M	0.39%	0.00%	+18.5%	Q4 2021
LMTLockheed Martin Corp	$1.17M	0.38%	0.00%	+4.6%	Q4 2021
CSCOCisco Systems, Inc.	$1.16M	0.38%	0.00%	+8.6%	Q4 2021
PGPROCTER & GAMBLE Co	$1.16M	0.38%	0.00%	0.0%	Q4 2021
ABBVAbbVie Inc.	$1.11M	0.36%	0.00%	+7.0%	Q3 2024
UNHUnitedhealth Group Inc	$1.08M	0.35%	0.00%	-0.9%	Q4 2021
KOCoca Cola Co	$1.02M	0.33%	0.00%	+17.1%	Q4 2021
SPMDSupermedia Inc.	$970K	0.31%	Not reported	New	Q2 2025
ADPAutomatic Data Processing Inc	$945K	0.31%	0.00%	+5.8%	Q4 2021
BACBank of America Corp	$943K	0.31%	0.00%	-1.0%	Q4 2021
DHRDanaher Corp	$941K	0.30%	0.00%	-4.0%	Q4 2021
AMGNAmgen Inc	$927K	0.30%	0.00%	+10.6%	Q4 2021
MRKMerck & Co., Inc.	$925K	0.30%	0.00%	+5.4%	Q4 2021
HONHoneywell International Inc	$890K	0.29%	0.00%	+0.3%	Q4 2021
RSGRepublic Services, Inc.	$887K	0.29%	0.00%	+2.7%	Q4 2021
MOAltria Group, Inc.	$886K	0.29%	0.00%	Not reported	Q3 2024
TRVTravelers Companies, Inc.	$844K	0.27%	0.00%	+1.2%	Q4 2021
SNWVSANUWAVE Health, Inc.	$823K	0.27%	0.29%	New	Q2 2025
ABTAbbott Laboratories	$821K	0.27%	0.00%	+21.5%	Q4 2021

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