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Everest Financial Group

Latest statistics and disclosures from Everest Financial Group's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002056391

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Positions held by Everest Financial Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Everest Financial Group

Everest Financial Group holds 199 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Amazon (AMZN)	5.1	$31M	148k	208.22	View chart
Alphabet Cap Stk Cl A (GOOGL)	4.8	$29M	101k	287.48	View chart
Microsoft Corporation (MSFT)	4.8	$29M	78k	370.17	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	4.7	$29M	250k	114.91	View chart
NVIDIA Corporation (NVDA)	4.5	$28M	158k	174.40	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.6	$22M	720k	30.68	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	3.5	$21M	62k	337.95	View chart
Apple (AAPL)	3.5	$21M	83k	253.79	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	2.7	$16M	156k	103.37	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	2.5	$15M	269k	56.68	View chart
Meta Platforms Cl A (META)	2.5	$15M	26k	572.15	View chart
Broadcom (AVGO)	2.3	$14M	46k	309.57	View chart
Servicenow (NOW)	1.8	$11M	105k	104.55	View chart
Palo Alto Networks (PANW)	1.7	$11M	66k	160.32	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.7	$10M	21k	479.20	View chart
Visa Com Cl A (V)	1.7	$10M	34k	302.24	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.6	$9.7M	333k	29.13	View chart
Select Sector Spdr Tr State Street Fin (XLF)	1.6	$9.5M	192k	49.37	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	1.5	$9.3M	7.1k	1320.83	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.5	$9.2M	15k	597.52	View chart
UnitedHealth (UNH)	1.5	$9.2M	34k	270.58	View chart
Advanced Micro Devices (AMD)	1.4	$8.6M	42k	203.43	View chart
Crowdstrike Hldgs Cl A (CRWD)	1.4	$8.6M	22k	390.41	View chart
Micron Technology (MU)	1.2	$7.3M	22k	337.84	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	1.1	$6.9M	28k	248.84	View chart
Uber Technologies (UBER)	1.1	$6.7M	93k	71.93	View chart
salesforce (CRM)	1.1	$6.4M	35k	186.56	View chart
Ishares Gold Tr Ishares New (IAU)	1.0	$6.2M	71k	88.16	View chart
Eaton Corp SHS (ETN)	1.0	$6.1M	17k	357.67	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	1.0	$6.0M	309k	19.30	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$5.9M	20k	286.87	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.9	$5.5M	108k	50.91	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.8	$5.1M	131k	38.86	View chart
Sprott Asset Management Physical Silver (PSLV)	0.8	$4.6M	189k	24.39	View chart
JPMorgan Chase & Co. (JPM)	0.7	$4.2M	14k	294.15	View chart
Mastercard Incorporated Cl A (MA)	0.7	$4.0M	7.9k	499.66	View chart
Vanguard World Inf Tech Etf (VGT)	0.6	$3.9M	5.6k	697.70	View chart
Delta Air Lines Com New (DAL)	0.6	$3.9M	59k	66.48	View chart
Tesla Motors (TSLA)	0.6	$3.9M	10k	371.75	View chart
Exxon Mobil Corporation (XOM)	0.6	$3.7M	22k	169.42	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.6	$3.4M	92k	37.20	View chart
Dell Technologies CL C (DELL)	0.6	$3.4M	21k	164.23	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.6	$3.4M	32k	106.01	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.5	$3.3M	47k	70.91	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.5	$3.2M	83k	38.96	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.5	$3.1M	60k	50.71	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.5	$2.8M	61k	46.07	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$2.6M	4.0k	653.13	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.4	$2.6M	56k	46.40	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.4	$2.5M	29k	86.69	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.4	$2.5M	15k	161.73	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.4	$2.5M	53k	47.08	View chart
Ecolab (ECL)	0.4	$2.3M	8.7k	266.02	View chart
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM)	0.4	$2.3M	35k	65.12	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.4	$2.2M	44k	50.37	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.3	$2.1M	34k	61.26	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.3	$2.0M	54k	36.76	View chart
Costco Wholesale Corporation (COST)	0.3	$2.0M	2.0k	996.42	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.3	$1.9M	28k	68.28	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.3	$1.9M	23k	81.98	View chart
Gra (GGG)	0.3	$1.8M	21k	84.65	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.3	$1.8M	16k	107.30	View chart
Goldman Sachs (GS)	0.3	$1.7M	2.1k	845.71	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$1.7M	3.9k	430.29	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.3	$1.6M	36k	45.12	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.3	$1.5M	46k	33.77	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.3	$1.5M	33k	45.89	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.2	$1.5M	38k	39.43	View chart
Applied Materials (AMAT)	0.2	$1.5M	4.4k	341.80	View chart
Charles Schwab Corporation (SCHW)	0.2	$1.5M	16k	93.98	View chart
Spdr Series Trust State Street Spd (SPYG)	0.2	$1.4M	15k	97.91	View chart
Fair Isaac Corporation (FICO)	0.2	$1.4M	1.3k	1067.54	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.4M	4.2k	320.80	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.2	$1.3M	24k	55.24	View chart
WESCO International (WCC)	0.2	$1.3M	4.9k	273.60	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.2	$1.3M	41k	32.22	View chart
Merck & Co (MRK)	0.2	$1.3M	11k	120.30	View chart
Procter & Gamble Company (PG)	0.2	$1.2M	8.4k	144.43	View chart
Vanguard World Health Car Etf (VHT)	0.2	$1.2M	4.4k	272.37	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$1.2M	8.1k	146.60	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.2	$1.2M	22k	52.64	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$1.2M	22k	52.78	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$1.2M	34k	33.86	View chart
Coca-Cola Company (KO)	0.2	$1.1M	14k	76.05	View chart
Us Bancorp Com New (USB)	0.2	$1.1M	20k	52.01	View chart
Verizon Communications (VZ)	0.2	$1.1M	21k	50.20	View chart
Morgan Stanley Com New (MS)	0.2	$1.0M	6.2k	164.56	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$1.0M	14k	71.13	View chart
Booking Holdings (BKNG)	0.2	$1.0M	240.00	4209.56	View chart
Target Corporation (TGT)	0.2	$1.0M	8.3k	121.20	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.2	$995k	12k	82.49	View chart
Citigroup Com New (C)	0.2	$989k	8.7k	113.42	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.2	$959k	21k	45.26	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$951k	14k	68.14	View chart
First Tr Exchange-traded Intermediate Dur (FIIG)	0.2	$934k	45k	20.75	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$920k	6.9k	132.90	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.2	$919k	49k	18.94	View chart
Xcel Energy (XEL)	0.1	$861k	11k	79.44	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.1	$801k	7.5k	107.40	View chart
Chubb (CB)	0.1	$793k	2.4k	325.94	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$765k	23k	33.97	View chart
Abbvie (ABBV)	0.1	$745k	3.4k	217.53	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$734k	15k	49.99	View chart
General Mills (GIS)	0.1	$730k	20k	37.22	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$729k	1.6k	463.11	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$723k	23k	30.96	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$720k	1.2k	577.09	View chart
Blackrock (BLK)	0.1	$703k	731.00	961.87	View chart
Sila Realty Trust Common Stock (SILA)	0.1	$700k	30k	23.68	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$686k	4.6k	148.09	View chart
Wells Fargo & Company (WFC)	0.1	$677k	8.5k	79.61	View chart
Albemarle Corporation (ALB)	0.1	$658k	3.7k	179.51	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$637k	6.9k	92.76	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$617k	17k	35.71	View chart
Qualcomm (QCOM)	0.1	$616k	4.8k	128.77	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$616k	8.0k	77.18	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$611k	939.00	650.26	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$604k	24k	24.75	View chart
Eli Lilly & Co. (LLY)	0.1	$592k	643.00	920.35	View chart
American Express Company (AXP)	0.1	$590k	2.0k	302.40	View chart
ConocoPhillips (COP)	0.1	$581k	4.4k	132.01	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$554k	2.6k	215.07	View chart
First Solar (FSLR)	0.1	$544k	2.8k	197.26	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$538k	19k	27.85	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$530k	2.9k	184.30	View chart
American Healthcare Reit Com Shs (AHR)	0.1	$530k	11k	47.16	View chart
Amgen (AMGN)	0.1	$530k	1.5k	351.84	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.1	$528k	7.9k	66.77	View chart
Johnson & Johnson (JNJ)	0.1	$518k	2.1k	244.47	View chart
Wal-Mart Stores (WMT)	0.1	$509k	4.1k	124.27	View chart
3M Company (MMM)	0.1	$505k	3.5k	145.22	View chart
Cummins (CMI)	0.1	$505k	938.00	538.15	View chart
Fs Kkr Capital Corp (FSK)	0.1	$494k	49k	10.18	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.1	$479k	40k	12.03	View chart
International Business Machines (IBM)	0.1	$478k	2.0k	242.41	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$474k	9.9k	47.88	View chart
Marvell Technology (MRVL)	0.1	$471k	4.8k	99.05	View chart
Oneok (OKE)	0.1	$466k	5.2k	90.39	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$463k	4.0k	114.99	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$460k	9.5k	48.46	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$458k	3.7k	124.31	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.1	$425k	19k	22.95	View chart
General Motors Company (GM)	0.1	$410k	5.5k	74.50	View chart
Cisco Systems (CSCO)	0.1	$409k	5.3k	77.57	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$402k	8.1k	49.50	View chart
Thermo Fisher Scientific (TMO)	0.1	$401k	815.00	491.56	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$369k	6.5k	56.58	View chart
Adobe Systems Incorporated (ADBE)	0.1	$368k	1.5k	243.08	View chart
Capital Group International SHS (CGIC)	0.1	$365k	11k	33.11	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$341k	5.5k	62.45	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$337k	12k	28.71	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.1	$329k	7.1k	46.61	View chart
Gilead Sciences (GILD)	0.1	$320k	2.3k	139.35	View chart
Agnc Invt Corp Com reit (AGNC)	0.1	$313k	31k	10.03	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$309k	8.7k	35.53	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.1	$308k	7.6k	40.57	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$304k	17k	17.75	View chart
Enterprise Products Partners (EPD)	0.0	$298k	7.9k	37.84	View chart
Ishares Tr Investment Grade (IGEB)	0.0	$296k	6.6k	45.06	View chart
Celestica (CLS)	0.0	$296k	1.1k	281.68	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.0	$289k	8.3k	35.04	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$282k	9.7k	29.08	View chart
Abbott Laboratories (ABT)	0.0	$282k	2.7k	102.68	View chart
Chevron Corporation (CVX)	0.0	$280k	1.4k	206.80	View chart
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)	0.0	$279k	12k	22.70	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$273k	5.4k	50.61	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$272k	1.2k	234.03	View chart
Snowflake Com Shs (SNOW)	0.0	$269k	1.8k	150.82	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.0	$269k	5.6k	47.82	View chart
Rio Tinto Sponsored Adr (RIO)	0.0	$267k	2.9k	93.29	View chart
Ssr Mining (SSRM)	0.0	$264k	9.0k	29.37	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$262k	10k	25.10	View chart
Netflix (NFLX)	0.0	$260k	2.7k	96.15	View chart
Walt Disney Company (DIS)	0.0	$256k	2.7k	96.37	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.0	$255k	1.8k	145.02	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.0	$255k	3.4k	75.09	View chart
Angel Oak Funds Trust Income Etf (CARY)	0.0	$255k	12k	20.77	View chart
Vici Pptys (VICI)	0.0	$251k	9.2k	27.32	View chart
Celsius Hldgs Com New (CELH)	0.0	$250k	7.1k	35.48	View chart
Workiva Com Cl A (WK)	0.0	$249k	4.2k	59.63	View chart
BP Sponsored Adr (BP)	0.0	$247k	5.3k	47.00	View chart
Ishares Tr High Yld Systm B (HYDB)	0.0	$245k	5.3k	46.52	View chart
Palantir Technologies Cl A (PLTR)	0.0	$244k	1.7k	146.28	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.0	$239k	3.2k	75.66	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.0	$239k	4.4k	53.99	View chart
Tidal Trust Ii Defiance Ai & Pw (AIPO)	0.0	$231k	9.3k	24.96	View chart
Pgim Etf Tr Total Return Bon (PTRB)	0.0	$226k	5.5k	41.51	View chart
GSK Sponsored Adr (GSK)	0.0	$225k	4.1k	55.19	View chart
Novo-nordisk A S Adr (NVO)	0.0	$225k	6.1k	36.75	View chart
Pacer Fds Tr Data & Digi Revo (TRFK)	0.0	$217k	3.5k	62.24	View chart
McDonald's Corporation (MCD)	0.0	$216k	696.00	310.60	View chart
Spdr Series Trust State Street Spd (SLYV)	0.0	$216k	2.3k	94.57	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.0	$214k	4.3k	49.69	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.0	$213k	4.7k	45.62	View chart
Caterpillar (CAT)	0.0	$209k	295.00	707.31	View chart
Thomson Reuters Corp. (TRI)	0.0	$204k	2.3k	89.98	View chart
SYSCO Corporation (SYY)	0.0	$201k	2.8k	71.32	View chart
At&t (T)	0.0	$201k	6.9k	28.99	View chart
Owl Rock Capital Corporation (OBDC)	0.0	$122k	11k	11.06	View chart

Past Filings by Everest Financial Group

SEC 13F filings are viewable for Everest Financial Group going back to 2026

Everest Financial Group 2026 Q1 filed May 15, 2026

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