Evernest Financial Advisors, LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0002009530 · CARMEL, IN

As of Sep 30, 2025, Evernest Financial Advisors, LLC reported 188 positions worth $356.9M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
SPDR GOLD MINISHARES TRUST	GLDM	—	358,715	$27.4M	7.68%
ISHARES CORE S&P 500 ETF	IVV	—	26,981	8.1M	5.06%
ISHARES CORE S&P MID-CAP ETF	IJH	—	267,640	7.5M	4.89%
INVESCO S&P 500 EQUAL WEIGHT ETF	RSP	—	82,882	5.7M	4.41%
FIDELITY COVINGTON TRUST	FFSM	—	405,619	1.8M	3.32%
CAPITAL GROUP INTERNATIONAL EQUITY ETF	CGIE	—	347,852	1.7M	3.29%
ISHARES CORE MSCI EAFE ETF	IEFA	—	113,929	$9.9M	2.79%
VANGUARD 500 INDEX FUND	VOO	—	16,219	$9.9M	2.78%
APPLE INC	AAPL	Technology	38,085	$9.7M	2.72%
FIDELITY COVINGTON TRUST	FENI	—	269,266	$9.5M	2.66%
CAPITOL SER TR	TACK	—	293,357	$8.8M	2.47%
WISDOMTREE JAPAN HEDGED EQUITY FUND	DXJ	—	60,873	$7.8M	2.18%
ISHARES CORE S&P SMALL-CAP ETF	IJR	—	65,557	$7.8M	2.18%
SS SPDR P S&P 600 SMALL CAP	SPSM	—	162,330	$7.5M	2.11%
CAPITAL GROUP CONSERVATIVE EQUITY ETF	CGCV	—	244,557	$7.4M	2.06%
MICROSOFT CORP	MSFT	Technology	12,831	$6.6M	1.86%
WISDOMTREE FLOATING RATE TREASURY FUND	USFR	—	124,626	$6.3M	1.76%
WISDOMTREE TR	DOL	—	93,268	$5.8M	1.63%
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND	DGRW	—	63,127	$5.6M	1.57%
SPDR S&P 500 ETF TRUST	SPY	—	7,611	$5.1M	1.42%
ALPHABET INC	GOOGL	Equity	16,830	$4.1M	1.15%
DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF	DFAX	—	115,651	$3.6M	1.02%
ELI LILLY & CO	LLY	Healthcare	4,680	$3.6M	1.00%
INVESCO EXCHANGE TRADED FD T	—	—	56,783	$3.2M	0.89%
WALMART INC	WMT	Consumer Defensive	30,502	$3.1M	0.88%