Evernest Financial Advisors, LLC

CARMEL, IN · CIK 2009530 · 13F filing filed 2026-08-06

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyCarmel, IN

$478.1m reported value -0.7% vs Q1 2026

191positions

46.9%in top 10

24 new 59 added 75 reduced 13 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	599,855	$34.6m7.23%	7.23%	Added +37.8k	+37,788 6.7%
2	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	64,421	$32.2m6.74%	6.74%	Reduced -40	-40 -0.1%
3	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	124,588	$26.5m5.54%	5.54%	Added +10.5k	+10,535 9.2%
4	ISHARES TR CORE S&P MCP ETF IJH	IJH	316,310	$24.4m5.10%	5.10%	Added +3.7k	+3,734 1.2%
5	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	274,270	$21.8m4.56%	4.56%	Reduced -5.5k	-5,454 -1.9%
6	MICROSOFT CORP COM MSFT	MSFT	49,949	$18.6m3.90%	3.90%	Reduced -445	-445 -0.9%
7	FIDELITY COVINGTON TRUST ENHANCED INTL FENI	FENI	459,536	$18.4m3.86%	3.86%	Added +30.3k	+30,302 7.1%
8	CAPITOL SER TR FAIRLEAD TACTICA TACK	TACK	554,812	$17.5m3.67%	3.67%	Added +13.3k	+13,308 2.5%
9	APPLE INC COM AAPL	AAPL	53,254	$15.4m3.22%	3.22%	Reduced -81.9k	-81,868 -60.6%
10	ISHARES TR CORE S&P500 ETF IVV	IVV	19,663	$14.7m3.08%	3.08%	Reduced -1.5k	-1,545 -7.3%
11	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	211,650	$14.4m3.01%	3.01%	Added +18.4k	+18,394 9.5%
12	WISDOMTREE TR JAPN HEDGE EQT DXJ	DXJ	65,507	$11.4m2.38%	2.38%	Added +2.2k	+2,241 3.5%
13	ISHARES TR CORE MSCI EAFE IEFA	IEFA	112,146	$10.8m2.27%	2.27%	Reduced -95	-95 -0.1%
14	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	15,681	$10.8m2.25%	2.25%	Reduced -48	-48 -0.3%
15	CAPITAL GROUP INTERNATIONAL SHS CGIE	CGIE	269,804	$9.9m2.08%	2.08%	Reduced -71.2k	-71,188 -20.9%
16	FIDELITY COVINGTON TRUST FUNDAMENTAL SMAL FFSM	FFSM	246,925	$9.4m1.97%	1.97%	Reduced -25.2k	-25,157 -9.2%
17	WISDOMTREE TR INTL LRGCAP DV DOL	DOL	91,533	$6.8m1.42%	1.42%	Reduced -867	-867 -0.9%
18	ISHARES TR CORE S&P SCP ETF IJR	IJR	44,679	$6.6m1.39%	1.39%	Reduced -3.6k	-3,577 -7.4%
19	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	8,579	$6.4m1.34%	1.34%	Reduced -40	-40 -0.5%
20	ELI LILLY & CO COM LLY	LLY	4,640	$5.6m1.16%	1.16%	Added +168	+168 3.8%
21	ALPHABET INC CAP STK CL A GOOGL	GOOGL	15,117	$5.4m1.13%	1.13%	Reduced -377	-377 -2.4%
22	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	109,109	$4.0m0.84%	0.84%	Unchanged
23	GOLDMAN SACHS GROUP INC COM GS	GS	3,745	$3.8m0.79%	0.79%	Added +15	+15 0.4%
24	ISHARES INC MSCI JPN ETF NEW EWJ	EWJ	40,564	$3.8m0.79%	0.79%	Added +2.1k	+2,063 5.4%
25	CATERPILLAR INC COM CAT	CAT	3,539	$3.8m0.79%	0.79%	Reduced -164	-164 -4.4%
26	INVESCO EXCHANGE TRADED FD T S&P500 EQL IND RSPN	RSPN	55,497	$3.6m0.74%	0.74%	Added +118	+118 0.2%
27	WISDOMTREE TR US QTLY DIV GRT DGRW	DGRW	36,464	$3.5m0.73%	0.73%	Reduced -1.8k	-1,755 -4.6%
28	WALMART INC COM WMT	WMT	29,279	$3.3m0.69%	0.69%	Reduced -270	-270 -0.9%
29	ALPHABET INC CAP STK CL C GOOG	GOOG	9,359	$3.3m0.69%	0.69%	Reduced -62	-62 -0.7%
30	J P MORGAN EXCHANGE TRADED F ACTIVE BOND ETF JBND	JBND	61,301	$3.3m0.69%	0.69%	Reduced -418	-418 -0.7%
31	CAPITAL GROUP CONSERVATIVE E SHS CGCV	CGCV	96,874	$3.2m0.66%	0.66%	Reduced -33.0k	-33,010 -25.4%
32	ISHARES TR RUSEL 2500 ETF SMMD	SMMD	32,492	$3.0m0.62%	0.62%	Unchanged
33	JOHNSON & JOHNSON COM JNJ	JNJ	10,172	$2.6m0.54%	0.54%	Added +112	+112 1.1%
34	NVIDIA CORPORATION COM NVDA	NVDA	12,270	$2.5m0.51%	0.51%	Reduced -379	-379 -3.0%
35	RED VIOLET INC COM RDVT	RDVT	36,095	$2.3m0.48%	0.48%	Reduced -5.8k	-5,775 -13.8%
36	CISCO SYS INC COM CSCO	CSCO	18,124	$2.1m0.45%	0.45%	Reduced -357	-357 -1.9%
37	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	2,880	$2.1m0.44%	0.44%	Unchanged
38	ISHARES TR RUSSELL 2000 ETF IWM	IWM	6,915	$2.1m0.43%	0.43%	Added +1	+1 0.0%
39	BROADCOM INC COM AVGO	AVGO	5,401	$2.0m0.43%	0.43%	Reduced -1.1k	-1,119 -17.2%
40	TEXAS INSTRS INC COM TXN	TXN	6,435	$1.9m0.40%	0.40%	Reduced -10	-10 -0.2%
41	JPMORGAN CHASE & CO COM JPM	JPM	5,706	$1.9m0.39%	0.39%	Added +320	+320 5.9%
42	J P MORGAN EXCHANGE TRADED F JPMORGAN INTL VL JIVE	JIVE	19,625	$1.8m0.38%	0.38%	Added +5.7k	+5,715 41.1%
43	MCDONALDS CORP COM MCD	MCD	6,671	$1.8m0.38%	0.38%	Reduced -103	-103 -1.5%
44	KINGSTONE COS INC COM KINS	KINS	87,135	$1.7m0.35%	0.35%	Reduced -7.9k	-7,881 -8.3%
45	ISHARES TR SHRT NAT MUN ETF SUB	SUB	15,450	$1.6m0.34%	0.34%	Added +219	+219 1.4%
46	RTX CORPORATION COM RTX	RTX	8,394	$1.6m0.33%	0.33%	Reduced -86	-86 -1.0%
47	MARRIOTT INTL INC NEW CL A MAR	MAR	4,288	$1.6m0.33%	0.33%	Reduced -11	-11 -0.3%
48	ISHARES U S ETF TR SHORT MATURITY M MEAR	MEAR	31,264	$1.6m0.33%	0.33%	Added +1.9k	+1,920 6.5%
49	MASTERCARD INCORPORATED CL A MA	MA	3,000	$1.5m0.32%	0.32%	Reduced -90	-90 -2.9%
50	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	33,574	$1.5m0.32%	0.32%	Reduced -742	-742 -2.2%
51	ABBVIE INC COM ABBV	ABBV	6,010	$1.5m0.32%	0.32%	Added +138	+138 2.4%
52	TJX COS INC NEW COM TJX	TJX	9,853	$1.5m0.31%	0.31%	Reduced -92	-92 -0.9%
53	ISHARES TR CORE S&P TTL STK ITOT	ITOT	8,872	$1.5m0.30%	0.30%	Unchanged
54	AMAZON COM INC COM AMZN	AMZN	5,793	$1.4m0.29%	0.29%	Added +34	+34 0.6%
55	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	5,771	$1.4m0.29%	0.29%	Added +16	+16 0.3%
56	AMGEN INC COM AMGN	AMGN	3,684	$1.3m0.28%	0.28%	Reduced -92	-92 -2.4%
57	ISHARES TR RUS MID CAP ETF IWR	IWR	11,979	$1.3m0.28%	0.28%	Reduced -3.9k	-3,933 -24.7%
58	VANGUARD INDEX FDS VALUE ETF VTV	VTV	5,972	$1.3m0.27%	0.27%	Reduced -45	-45 -0.8%
59	SELECT SECTOR SPDR TR ENERGY XLE	XLE	24,313	$1.3m0.27%	0.27%	Reduced -10	-10 -0.0%
60	MERCK & CO INC COM MRK	MRK	9,826	$1.3m0.26%	0.26%	Reduced -966	-966 -8.9%
61	QUALCOMM INC COM QCOM	QCOM	6,754	$1.2m0.26%	0.26%	Reduced -59	-59 -0.9%
62	COCA COLA CO COM KO	KO	15,189	$1.2m0.26%	0.26%	Reduced -873	-873 -5.4%
63	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	18,149	$1.2m0.26%	0.26%	Reduced -93	-93 -0.5%
64	MORGAN STANLEY COM NEW MS	MS	5,700	$1.2m0.25%	0.25%	Added +5	+5 0.1%
65	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	3,186	$1.2m0.25%	0.25%	Added +580	+580 22.3%
66	TAT TECHNOLOGIES LTD ORD NEW TATT	TATT	24,370	$1.2m0.25%	0.25%	New
67	STRYKER CORPORATION COM SYK	SYK	3,730	$1.2m0.25%	0.25%	Reduced -187	-187 -4.8%
68	VANGUARD INDEX FDS MID CAP ETF VO	VO	14,360	$1.2m0.24%	0.24%	Reduced -43.1k	-43,080 -75.0%
69	HOME DEPOT INC COM HD	HD	3,170	$1.1m0.23%	0.23%	Reduced -237	-237 -7.0%
70	COSTCO WHSL CORP NEW COM COST	COST	1,186	$1.1m0.23%	0.23%	Added +25	+25 2.1%
71	ALTRIA GROUP INC COM MO	MO	15,363	$1.1m0.23%	0.23%	Unchanged
72	VALERO ENERGY CORP COM VLO	VLO	4,180	$1.1m0.23%	0.23%	Reduced -820	-820 -16.4%
73	INVESCO EXCHANGE TRADED FD T S&P500 QUALITY SPHQ	SPHQ	12,050	$1.1m0.23%	0.23%	Unchanged
74	BANK AMERICA CORP COM BAC	BAC	18,986	$1.1m0.23%	0.23%	Added +701	+701 3.8%
75	LOCKHEED MARTIN CORP COM LMT	LMT	2,056	$1.0m0.22%	0.22%	Reduced -98	-98 -4.5%
76	BALL CORP COM BALL	BALL	16,197	$1.0m0.21%	0.21%	Reduced -13	-13 -0.1%
77	TRAVELERS COMPANIES INC COM TRV	TRV	3,037	$1.0m0.21%	0.21%	Added +49	+49 1.6%
78	ANALOG DEVICES INC COM ADI	ADI	2,417	$959.9k0.20%	0.20%	Reduced -65	-65 -2.6%
79	UNITEDHEALTH GROUP INC COM UNH	UNH	2,280	$947.7k0.20%	0.20%	Added +183	+183 8.7%
80	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	10,766	$946.1k0.20%	0.20%	Added +766	+766 7.7%
81	VANGUARD INDEX FDS SMALL CP ETF VB	VB	3,120	$945.9k0.20%	0.20%	Unchanged
82	META PLATFORMS INC CL A META	META	1,633	$919.7k0.19%	0.19%	Added +94	+94 6.1%
83	VISA INC COM CL A V	V	2,652	$909.9k0.19%	0.19%	Reduced -335	-335 -11.2%
84	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	12,651	$901.4k0.19%	0.19%	Added +190	+190 1.5%
85	BOS BETTER ONLINE SOLUTIONS SHS NEW NIS 80 BOSC	BOSC	199,148	$894.2k0.19%	0.19%	Added +17.7k	+17,736 9.8%
86	ISHARES TR CORE DIV GRWTH DGRO	DGRO	11,797	$894.1k0.19%	0.19%	Unchanged
87	RAPID MICRO BIOSYSTEMS INC CLASS A COM RPID	RPID	506,000	$875.4k0.18%	0.18%	Added +73.5k	+73,490 17.0%
88	DANAHER CORPORATION COM DHR	DHR	4,581	$872.5k0.18%	0.18%	Reduced -173	-173 -3.6%
89	CHEVRON CORP NEW COM CVX	CVX	4,904	$812.9k0.17%	0.17%	Reduced -58	-58 -1.2%
90	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	2,816	$791.9k0.17%	0.17%	Added +363	+363 14.8%
91	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	21,668	$782.9k0.16%	0.16%	Added +30	+30 0.1%
92	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	14,985	$757.9k0.16%	0.16%	Reduced -430	-430 -2.8%
93	AON PLC SHS CL A AON	AON	2,242	$743.6k0.16%	0.16%	Added +12	+12 0.5%
94	REPUBLIC SVCS INC COM RSG	RSG	3,345	$712.8k0.15%	0.15%	Reduced -22	-22 -0.7%
95	SELECT SECTOR SPDR TR INDL XLI	XLI	3,813	$706.2k0.15%	0.15%	Reduced -16	-16 -0.4%
96	PARKER-HANNIFIN CORP COM PH	PH	719	$703.3k0.15%	0.15%	Added +49	+49 7.3%
97	ISHARES TR CORE US AGGBD ET AGG	AGG	6,969	$689.8k0.14%	0.14%	Reduced -108	-108 -1.5%
98	PROCTER AND GAMBLE CO COM PG	PG	4,687	$687.2k0.14%	0.14%	Added +390	+390 9.1%
99	LENSAR INC COM LNSR	LNSR	118,100	$674.4k0.14%	0.14%	Added +52.1k	+52,100 78.9%
100	EXXON MOBIL CORP COM XOM	XOM	4,924	$673.2k0.14%	0.14%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
XPEL INC XPEL	XPEL	20,250	$941.6k20.2k shares
HONEYWELL INTL INC		1,798	$762.5k1.8k shares
CURIOSITYSTREAM INC CURI	CURI	135,234	$440.2k135.2k shares
CPS TECHNOLOGIES CORP CPSH	CPSH	68,300	$355.2k68.3k shares
PRECIPIO INC PRPO	PRPO	9,500	$291.6k9.5k shares
TIDAL TRUST II WEEL	WEEL	14,300	$290.2k14.3k shares
HERITAGE GLOBAL INC HGBL	HGBL	194,000	$273.5k194.0k shares
ISHARES GOLD TR IAU	IAU	2,534	$223.2k2.5k shares
SELECT SECTOR SPDR TR XLRE	XLRE	5,036	$219.0k5.0k shares
CBRE GROUP INC CBRE	CBRE	1,405	$205.4k1.4k shares
IDENTIV INC INVE	INVE	41,000	$194.8k41.0k shares
NETSOL TECHNOLOGIES INC NTWK	NTWK	52,600	$182.0k52.6k shares
STRAN & COMPANY INC SWAG	SWAG	31,000	$48.7k31.0k shares