13F HOLDINGS REPORT
Evernest Financial Advisors, LLC
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0002009530-26-000001
Total Value
$477.1M
Positions
185
Other Managers
0
Confidential Omitted
No
Holdings (185)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 135,023 | $37.1M | 7.77% |
| 2 | WORLD GOLD TR | GLDW | 319,431 | $32.1M | 6.73% |
| 3 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 64,461 | $32.1M | 6.73% |
| 4 | MICROSOFT CORP | MSFT | 51,323 | $21.2M | 4.45% |
| 5 | SPDR SERIES TRUST | 78468R853 | 399,782 | $20.6M | 4.31% |
| 6 | ISHARES TR | 464287507 | 274,737 | $19.7M | 4.13% |
| 7 | INVESCO EXCHANGE TRADED FD T | IVZ | 94,878 | $19.2M | 4.02% |
| 8 | CAPITAL GROUP INTERNATIONAL | 14021M107 | 423,085 | $15.5M | 3.25% |
| 9 | ISHARES TR | 464287200 | 21,933 | $15.3M | 3.20% |
| 10 | FIDELITY COVINGTON TRUST | 31609A404 | 350,237 | $14.1M | 2.95% |
| 11 | FIDELITY COVINGTON TRUST | 316092295 | 402,143 | $13.7M | 2.86% |
| 12 | ISHARES TR | 46432F842 | 112,884 | $11.0M | 2.30% |
| 13 | CAPITOL SER TR | 14064D550 | 340,219 | $10.6M | 2.22% |
| 14 | VANGUARD INDEX FDS | 922908363 | 15,736 | $10.0M | 2.10% |
| 15 | WISDOMTREE TR | WT | 59,692 | $9.9M | 2.07% |
| 16 | ISHARES TR | 464287804 | 64,125 | $8.5M | 1.77% |
| 17 | CAPITAL GROUP CONSERVATIVE E | 14020U100 | 249,878 | $7.9M | 1.66% |
| 18 | WISDOMTREE TR | WT | 92,925 | $6.7M | 1.41% |
| 19 | SPDR S&P 500 ETF TR | SPY | 8,619 | $6.0M | 1.25% |
| 20 | WISDOMTREE TR | WT | 59,444 | $5.6M | 1.16% |
| 21 | WISDOMTREE TR | WT | 110,269 | $5.6M | 1.16% |
| 22 | BLACKROCK ETF TRUST | BLK | 86,502 | $5.4M | 1.12% |
| 23 | ALPHABET INC | GOOG | 15,366 | $5.0M | 1.04% |
| 24 | ELI LILLY & CO | LLY | 4,259 | $4.4M | 0.93% |
| 25 | DIMENSIONAL ETF TRUST | 25434V880 | 111,886 | $4.0M | 0.85% |
| 26 | WALMART INC | WMT | 29,401 | $3.8M | 0.80% |
| 27 | INVESCO EXCHANGE TRADED FD T | IVZ | 55,440 | $3.5M | 0.73% |
| 28 | GOLDMAN SACHS GROUP INC | GSCE | 3,702 | $3.5M | 0.73% |
| 29 | ALPHABET INC | GOOG | 9,718 | $3.2M | 0.66% |
| 30 | J P MORGAN EXCHANGE TRADED F | 46654Q716 | 56,667 | $3.1M | 0.64% |
| 31 | NVIDIA CORPORATION | NVDA | 15,622 | $3.0M | 0.62% |
| 32 | ISHARES INC | 46434G822 | 29,525 | $2.7M | 0.56% |
| 33 | CATERPILLAR INC | CAT | 3,632 | $2.7M | 0.56% |
| 34 | KINGSTONE COS INC | 496719105 | 164,175 | $2.6M | 0.55% |
| 35 | ISHARES TR | 46435G268 | 29,171 | $2.4M | 0.50% |
| 36 | JOHNSON & JOHNSON | JNJ | 9,620 | $2.3M | 0.48% |
| 37 | BROADCOM INC | AVGO | 6,267 | $2.2M | 0.45% |
| 38 | MCDONALDS CORP | MCD | 6,599 | $2.1M | 0.45% |
| 39 | ISHARES TR | 464287655 | 6,913 | $1.8M | 0.39% |
| 40 | JPMORGAN CHASE & CO. | VYLD | 5,580 | $1.8M | 0.38% |
| 41 | INVESCO QQQ TR | IVZ | 2,877 | $1.8M | 0.37% |
| 42 | MASTERCARD INCORPORATED | MA | 3,156 | $1.7M | 0.35% |
| 43 | ISHARES TR | 464287499 | 15,912 | $1.6M | 0.34% |
| 44 | BOS BETTER ONLINE SOLUTIONS | BOSC | 324,000 | $1.6M | 0.33% |
| 45 | RTX CORPORATION | RTX | 7,981 | $1.6M | 0.33% |
| 46 | TJX COS INC NEW | 872540109 | 9,983 | $1.6M | 0.33% |
| 47 | ISHARES TR | 464288158 | 14,187 | $1.5M | 0.32% |
| 48 | META PLATFORMS INC | META | 2,209 | $1.5M | 0.31% |
| 49 | CISCO SYS INC | CSCO | 16,606 | $1.4M | 0.30% |
| 50 | MARRIOTT INTL INC NEW | 571903202 | 4,228 | $1.4M | 0.29% |
| 51 | SELECT SECTOR SPDR TR | 81369Y886 | 32,097 | $1.4M | 0.29% |
| 52 | STRYKER CORPORATION | SYK | 3,900 | $1.4M | 0.29% |
| 53 | SELECT SECTOR SPDR TR | 81369Y506 | 25,254 | $1.4M | 0.28% |
| 54 | AMGEN INC | AMGN | 3,604 | $1.4M | 0.28% |
| 55 | ISHARES TR | 464287150 | 8,872 | $1.3M | 0.28% |
| 56 | TEXAS INSTRS INC | 882508104 | 6,160 | $1.3M | 0.28% |
| 57 | HOME DEPOT INC | HD | 3,513 | $1.3M | 0.28% |
| 58 | LOCKHEED MARTIN CORP | LMT | 2,075 | $1.3M | 0.28% |
| 59 | VANGUARD SPECIALIZED FUNDS | 921908844 | 5,740 | $1.3M | 0.28% |
| 60 | MERCK & CO INC | MRK | 10,741 | $1.3M | 0.26% |
| 61 | ABBVIE INC | ABBV | 5,637 | $1.3M | 0.26% |
| 62 | VANGUARD INDEX FDS | 922908744 | 6,013 | $1.2M | 0.26% |
| 63 | AMAZON COM INC | AMZN | 5,763 | $1.2M | 0.25% |
| 64 | RED VIOLET INC | RDVT | 28,000 | $1.2M | 0.24% |
| 65 | COSTCO WHSL CORP NEW | 22160K105 | 1,157 | $1.2M | 0.24% |
| 66 | SPDR SERIES TRUST | 78464A847 | 18,285 | $1.2M | 0.24% |
| 67 | BANK AMERICA CORP | 060505104 | 20,274 | $1.1M | 0.24% |
| 68 | COCA COLA CO | KO | 14,659 | $1.1M | 0.24% |
| 69 | VANGUARD INDEX FDS | 922908629 | 3,734 | $1.1M | 0.24% |
| 70 | ISHARES U S ETF TR | 46431W838 | 22,045 | $1.1M | 0.23% |
| 71 | BALL CORP | BALL | 16,173 | $1.1M | 0.23% |
| 72 | QUALCOMM INC | QCOM | 7,513 | $1.0M | 0.22% |
| 73 | MORGAN STANLEY | MS-PQ | 5,706 | $1.0M | 0.22% |
| 74 | VANGUARD INDEX FDS | 922908769 | 2,959 | $1.0M | 0.21% |
| 75 | VALERO ENERGY CORP | VLO | 5,000 | $1.0M | 0.21% |
| 76 | VISA INC | V | 2,995 | $975,092 | 0.20% |
| 77 | ALTRIA GROUP INC | MO | 15,113 | $973,254 | 0.20% |
| 78 | DANAHER CORPORATION | 235851102 | 4,473 | $969,164 | 0.20% |
| 79 | INVESCO EXCHANGE TRADED FD T | IVZ | 12,050 | $961,349 | 0.20% |
| 80 | ANALOG DEVICES INC | ADI | 2,885 | $931,731 | 0.20% |
| 81 | TRAVELERS COMPANIES INC | TRV | 3,072 | $899,549 | 0.19% |
| 82 | VANGUARD INDEX FDS | 922908751 | 3,131 | $871,902 | 0.18% |
| 83 | ISHARES TR | 46434V621 | 11,797 | $871,562 | 0.18% |
| 84 | LOWES COS INC | 548661107 | 3,145 | $870,693 | 0.18% |
| 85 | VANGUARD TAX-MANAGED FDS | 921943858 | 12,710 | $868,983 | 0.18% |
| 86 | HONEYWELL INTL INC | 438516106 | 3,590 | $861,112 | 0.18% |
| 87 | CURIOSITYSTREAM INC | CURI | 255,290 | $839,904 | 0.18% |
| 88 | CHEVRON CORP NEW | CVX | 4,588 | $837,839 | 0.18% |
| 89 | MCKESSON CORP | MCK | 859 | $826,633 | 0.17% |
| 90 | SPDR SERIES TRUST | 78464A854 | 10,000 | $816,501 | 0.17% |
| 91 | VANGUARD MUN BD FDS | 922907746 | 15,492 | $784,975 | 0.16% |
| 92 | ACCENTURE PLC IRELAND | ACN | 3,294 | $779,844 | 0.16% |
| 93 | REPUBLIC SVCS INC | 760759100 | 3,352 | $751,202 | 0.16% |
| 94 | EXXON MOBIL CORP | XOM | 4,923 | $744,368 | 0.16% |
| 95 | INTERNATIONAL BUSINESS MACHS | INTR | 2,490 | $737,906 | 0.15% |
| 96 | CPS TECHNOLOGIES CORP | CPSH | 145,434 | $725,716 | 0.15% |
| 97 | ISHARES TR | 464287226 | 7,190 | $720,176 | 0.15% |
| 98 | ENTERPRISE PRODS PARTNERS L | 293792107 | 20,000 | $703,200 | 0.15% |
| 99 | SCHWAB STRATEGIC TR | 808524607 | 22,220 | $688,382 | 0.14% |
| 100 | WELLS FARGO CO NEW | 949746101 | 7,238 | $684,787 | 0.14% |
| 101 | SCHWAB STRATEGIC TR | 808524508 | 20,834 | $682,516 | 0.14% |
| 102 | SELECT SECTOR SPDR TR | 81369Y704 | 3,829 | $665,044 | 0.14% |
| 103 | PROCTER AND GAMBLE CO | 742718109 | 4,219 | $663,796 | 0.14% |
| 104 | GENASYS INC | GNSS | 313,267 | $642,197 | 0.13% |
| 105 | SELECT SECTOR SPDR TR | 81369Y100 | 12,017 | $627,070 | 0.13% |
| 106 | SHELL PLC | RYDAF | 8,006 | $622,867 | 0.13% |
| 107 | PARKER-HANNIFIN CORP | PH | 624 | $610,815 | 0.13% |
| 108 | UNITEDHEALTH GROUP INC | UNH | 2,208 | $608,779 | 0.13% |
| 109 | OLD DOMINION FREIGHT LINE IN | ODFL | 3,004 | $589,114 | 0.12% |
| 110 | SPDR S&P MIDCAP 400 ETF TR | MDY | 871 | $571,157 | 0.12% |
| 111 | SCHWAB STRATEGIC TR | 808524201 | 20,241 | $554,189 | 0.12% |
| 112 | VANGUARD INTL EQUITY INDEX F | 922042858 | 8,957 | $517,279 | 0.11% |
| 113 | BLACKROCK INC | BLK | 468 | $505,523 | 0.11% |
| 114 | ABBOTT LABS | ABLZF | 4,509 | $500,799 | 0.10% |
| 115 | AUTOMATIC DATA PROCESSING IN | ADP | 2,200 | $498,500 | 0.10% |
| 116 | CARDINAL HEALTH INC | CAH | 2,190 | $494,414 | 0.10% |
| 117 | NORTHROP GRUMMAN CORP | NOC | 700 | $488,614 | 0.10% |
| 118 | ILLINOIS TOOL WKS INC | 452308109 | 1,680 | $488,073 | 0.10% |
| 119 | CONSTELLATION ENERGY CORP | CEG | 1,765 | $480,472 | 0.10% |
| 120 | RAPID MICRO BIOSYSTEMS INC | RPID | 125,000 | $468,750 | 0.10% |
| 121 | ISHARES TR | 464287614 | 999 | $460,519 | 0.10% |
| 122 | VANGUARD ADMIRAL FDS INC | 921932703 | 2,143 | $458,867 | 0.10% |
| 123 | CHUBB LIMITED | CB | 1,362 | $444,152 | 0.09% |
| 124 | SPDR SERIES TRUST | 78464A755 | 3,408 | $427,602 | 0.09% |
| 125 | NETSOL TECHNOLOGIES INC | NTWK | 130,452 | $418,751 | 0.09% |
| 126 | SELECT SECTOR SPDR TR | 81369Y803 | 2,902 | $416,007 | 0.09% |
| 127 | DISNEY WALT CO | 254687106 | 3,679 | $394,116 | 0.08% |
| 128 | ISHARES TR | 464287465 | 3,756 | $390,543 | 0.08% |
| 129 | T ROWE PRICE ETF INC | 87283Q404 | 8,278 | $387,536 | 0.08% |
| 130 | AON PLC | AON | 1,242 | $385,442 | 0.08% |
| 131 | STARBUCKS CORP | SBUX | 3,835 | $379,611 | 0.08% |
| 132 | ISHARES TR | 46432F834 | 4,014 | $369,850 | 0.08% |
| 133 | PROFESIONALLY MANAGED PORTFO | 74316P579 | 6,222 | $357,267 | 0.07% |
| 134 | CRH PLC | CRH | 2,793 | $354,264 | 0.07% |
| 135 | CAPITAL ONE FINL CORP | 14040H105 | 1,496 | $333,194 | 0.07% |
| 136 | ISHARES TR | 464287598 | 1,480 | $332,438 | 0.07% |
| 137 | J P MORGAN EXCHANGE TRADED F | 46641Q191 | 4,230 | $331,082 | 0.07% |
| 138 | ISHARES TR | 464287234 | 5,460 | $330,385 | 0.07% |
| 139 | MARSH & MCLENNAN COS INC | 571748102 | 1,894 | $324,216 | 0.07% |
| 140 | MAMAS CREATIONS INC | 56146T103 | 20,242 | $320,633 | 0.07% |
| 141 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 895 | $317,944 | 0.07% |
| 142 | VANGUARD INDEX FDS | 922908736 | 670 | $317,362 | 0.07% |
| 143 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 1,767 | $299,471 | 0.06% |
| 144 | ISHARES TR | 464288257 | 1,948 | $287,155 | 0.06% |
| 145 | CBRE GROUP INC | CBRE | 1,672 | $285,879 | 0.06% |
| 146 | TIDAL TRUST II | 88636J410 | 13,866 | $280,298 | 0.06% |
| 147 | VERIZON COMMUNICATIONS INC | VZ | 5,885 | $276,692 | 0.06% |
| 148 | VANGUARD INDEX FDS | 922908538 | 979 | $270,028 | 0.06% |
| 149 | ISHARES TR | 464287309 | 2,186 | $267,894 | 0.06% |
| 150 | ISHARES TR | 464287671 | 1,596 | $267,697 | 0.06% |
| 151 | CUMMINS INC | CMI | 442 | $266,065 | 0.06% |
| 152 | NIKE INC | NKE | 4,259 | $265,804 | 0.06% |
| 153 | J P MORGAN EXCHANGE TRADED F | 46641Q225 | 2,725 | $263,862 | 0.06% |
| 154 | INVESCO EXCH TRADED FD TR II | IVZ | 3,515 | $261,837 | 0.05% |
| 155 | ISHARES GOLD TR | IAU | 2,639 | $252,368 | 0.05% |
| 156 | VANGUARD ADMIRAL FDS INC | 921932885 | 2,073 | $252,160 | 0.05% |
| 157 | LAM RESEARCH CORP | LRCX | 1,065 | $244,156 | 0.05% |
| 158 | VANGUARD SCOTTSDALE FDS | 92206C664 | 2,236 | $241,197 | 0.05% |
| 159 | LINDE PLC | LIN | 527 | $240,491 | 0.05% |
| 160 | GENERAL DYNAMICS CORP | GD | 667 | $240,228 | 0.05% |
| 161 | CHENIERE ENERGY INC | LNG | 1,081 | $233,118 | 0.05% |
| 162 | VANGUARD CHARLOTTE FDS | 92203J407 | 4,766 | $231,485 | 0.05% |
| 163 | ISHARES TR | 464288208 | 2,646 | $231,446 | 0.05% |
| 164 | VANGUARD ADMIRAL FDS INC | 921932828 | 1,889 | $230,137 | 0.05% |
| 165 | AMPLITECH GROUP INC | AMPGZ | 74,000 | $229,400 | 0.05% |
| 166 | EATON CORP PLC | ETN | 602 | $226,990 | 0.05% |
| 167 | J P MORGAN EXCHANGE TRADED F | 46641Q217 | 3,001 | $223,755 | 0.05% |
| 168 | AMERICAN TOWER CORP NEW | 03027X100 | 1,254 | $217,832 | 0.05% |
| 169 | SELECT SECTOR SPDR TR | 81369Y860 | 5,072 | $214,292 | 0.04% |
| 170 | VANGUARD WORLD FD | 92204A702 | 284 | $213,537 | 0.04% |
| 171 | THERMO FISHER SCIENTIFIC INC | TMO | 385 | $210,503 | 0.04% |
| 172 | PRECIPIO INC | PRPO | 10,600 | $209,880 | 0.04% |
| 173 | SELECT SECTOR SPDR TR | 81369Y209 | 1,328 | $207,593 | 0.04% |
| 174 | PROFOUND MED CORP | PROF | 31,500 | $204,750 | 0.04% |
| 175 | SALESFORCE INC | CRM | 1,035 | $200,746 | 0.04% |
| 176 | COLGATE PALMOLIVE CO | CL | 2,128 | $200,398 | 0.04% |
| 177 | PEPSICO INC | PEP | 1,204 | $200,367 | 0.04% |
| 178 | ELAUWIT CONNECTION INC | ELWT | 39,500 | $198,685 | 0.04% |
| 179 | EUROPEAN WAX CTR INC | 29882P106 | 46,963 | $187,852 | 0.04% |
| 180 | VELO3D INC | VLDXW | 10,200 | $139,740 | 0.03% |
| 181 | STRAN & COMPANY INC | SWAGW | 56,000 | $98,560 | 0.02% |
| 182 | THRYV HLDGS INC | THRY | 20,000 | $78,600 | 0.02% |
| 183 | GOSSAMER BIO INC | GOSS | 28,400 | $64,184 | 0.01% |
| 184 | SAN JUAN BASIN RTY TR | 798241105 | 11,000 | $61,930 | 0.01% |
| 185 | WESTWATER RES INC | WWR | 40,000 | $38,400 | 0.01% |