Everest Management Corp.
Latest statistics and disclosures from Everest Management Corp.'s latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFUS, AAEQ, GOOGL, GOOG, VOO, and represent 58.11% of Everest Management Corp.'s stock portfolio.
- Added to shares of these 10 stocks: AAEQ (+$19M), AMZN, VTI, IVV, CSCO, NVDA, VGIT, MSFT, MU, NFLX.
- Started 4 new stock positions in VGIT, CSCO, AAEQ, MU.
- Reduced shares in these 10 stocks: DFUS, GBIL, SCHX, AAPL, AVGO, IWF, IWB, VOO, GSST, HD.
- Sold out of its positions in GE, HD, IWF, IWB, SCHX, UNH, VV, VXF.
- Everest Management Corp. was a net buyer of stock by $15M.
- Everest Management Corp. has $179M in assets under management (AUM), dropping by 14.31%.
- Central Index Key (CIK): 0002056683
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Portfolio Holdings for Everest Management Corp.
Everest Management Corp. holds 63 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Equity Market (DFUS) | 29.1 | $52M | -7% | 703k | 74.17 |
|
| Ea Series Trust Alpha Architect (AAEQ) | 10.5 | $19M | NEW | 382k | 49.33 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 7.5 | $14M | 43k | 313.00 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 7.5 | $13M | 43k | 313.80 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.5 | $6.3M | -4% | 10k | 627.10 |
|
| Amazon (AMZN) | 3.1 | $5.5M | +224% | 24k | 230.82 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.8 | $5.1M | +70% | 15k | 335.28 |
|
| Microsoft Corporation (MSFT) | 2.5 | $4.4M | +8% | 9.2k | 483.62 |
|
| Ishares Tr Core Msci Total (IXUS) | 2.4 | $4.4M | 52k | 84.64 |
|
|
| NVIDIA Corporation (NVDA) | 2.4 | $4.3M | +17% | 23k | 186.50 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 2.4 | $4.3M | -5% | 108k | 39.59 |
|
| Broadcom (AVGO) | 2.1 | $3.8M | -23% | 11k | 346.10 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 2.1 | $3.7M | 49k | 75.44 |
|
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| Apple (AAPL) | 1.8 | $3.3M | -30% | 12k | 271.86 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 1.5 | $2.7M | -3% | 20k | 132.37 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.2 | $2.1M | -5% | 11k | 190.98 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.2 | $2.1M | -10% | 11k | 191.56 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 1.1 | $1.9M | -47% | 19k | 99.94 |
|
| Visa Com Cl A (V) | 1.0 | $1.7M | -2% | 4.9k | 350.71 |
|
| Dimensional Etf Trust Intl High Profit (DIHP) | 0.8 | $1.4M | 43k | 31.66 |
|
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| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $1.3M | +368% | 2.0k | 684.78 |
|
| Oracle Corporation (ORCL) | 0.7 | $1.2M | +18% | 6.2k | 194.91 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.6 | $1.1M | 17k | 63.18 |
|
|
| Sound Point Meridian Cap Common Stock (SPMC) | 0.6 | $1.1M | +5% | 80k | 13.75 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.6 | $1.1M | -11% | 22k | 49.59 |
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| Intuit (INTU) | 0.6 | $1.1M | 1.6k | 662.42 |
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| Pgim Etf Tr Aaa Clo Etf (PAAA) | 0.6 | $1.0M | -5% | 20k | 51.26 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.5 | $934k | -20% | 8.2k | 113.73 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.5 | $928k | -12% | 24k | 38.03 |
|
| salesforce (CRM) | 0.5 | $894k | 3.4k | 264.91 |
|
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| Meta Platforms Cl A (META) | 0.5 | $821k | -3% | 1.2k | 660.09 |
|
| Cisco Systems (CSCO) | 0.5 | $819k | NEW | 11k | 77.03 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $795k | 1.6k | 487.84 |
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| Tesla Motors (TSLA) | 0.4 | $735k | -14% | 1.6k | 449.72 |
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| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.4 | $667k | 12k | 57.24 |
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| Ishares Tr National Mun Etf (MUB) | 0.4 | $644k | 6.0k | 107.11 |
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| Goldman Sachs Etf Tr Ultra Short Bond (GSST) | 0.3 | $603k | -29% | 12k | 50.47 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.3 | $543k | +3% | 11k | 48.32 |
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| Arista Networks Com Shs (ANET) | 0.3 | $519k | +5% | 4.0k | 131.03 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $507k | -6% | 1.6k | 322.22 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.3 | $503k | NEW | 8.4k | 59.93 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $485k | -6% | 965.00 | 502.65 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $457k | 425.00 | 1074.68 |
|
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| Advanced Micro Devices (AMD) | 0.2 | $414k | -2% | 1.9k | 214.16 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $387k | 6.2k | 62.47 |
|
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $371k | -4% | 544.00 | 682.52 |
|
| Wal-Mart Stores (WMT) | 0.2 | $330k | +12% | 3.0k | 111.41 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $318k | 422.00 | 753.78 |
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| Costco Wholesale Corporation (COST) | 0.2 | $307k | -7% | 356.00 | 862.34 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $298k | 4.4k | 67.22 |
|
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $297k | 2.4k | 123.26 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.2 | $281k | 8.6k | 32.73 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $280k | 2.3k | 120.34 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $271k | -10% | 475.00 | 570.88 |
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| Spdr Index Shs Fds S&p Emktsc Etf (EWX) | 0.1 | $268k | 4.1k | 65.66 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $254k | 11k | 24.04 |
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| Abbvie (ABBV) | 0.1 | $242k | -6% | 1.1k | 228.49 |
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| Johnson & Johnson (JNJ) | 0.1 | $242k | -14% | 1.2k | 206.95 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $239k | +10% | 1.3k | 177.75 |
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| Micron Technology (MU) | 0.1 | $234k | NEW | 819.00 | 285.41 |
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| Netflix (NFLX) | 0.1 | $225k | +692% | 2.4k | 93.76 |
|
| Bank of America Corporation (BAC) | 0.1 | $222k | -3% | 4.0k | 55.00 |
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| Synopsys (SNPS) | 0.1 | $211k | -3% | 449.00 | 469.72 |
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Past Filings by Everest Management Corp.
SEC 13F filings are viewable for Everest Management Corp. going back to 2024
- Everest Management Corp. 2025 Q4 filed Feb. 2, 2026
- Everest Management Corp. 2025 Q3 filed Nov. 6, 2025
- Everest Management Corp. 2025 Q2 filed Aug. 5, 2025
- Everest Management Corp. 2025 Q1 filed April 14, 2025
- Everest Management Corp. 2024 Q4 filed Feb. 13, 2025