Everest Management Corp.
Latest statistics and disclosures from Everest Management Corp.'s latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFUS, GOOGL, GOOG, VOO, AVGO, and represent 55.37% of Everest Management Corp.'s stock portfolio.
- Added to shares of these 10 stocks: GBIL, DIHP, PAAA, VXUS, DFUS, JNJ, SCHF, VXF, PLTR, BAC.
- Started 7 new stock positions in JNJ, UNH, VXF, BAC, SCHF, GE, PLTR.
- Reduced shares in these 10 stocks: GOOGL, SGOV, SCHD, MUB, ZS, GOOG, VTEB, VNQ, PULS, AVGO.
- Sold out of its positions in SGOV, SCHD, VTEB, VNQ, ZS.
- Everest Management Corp. was a net buyer of stock by $2.2M.
- Everest Management Corp. has $157M in assets under management (AUM), dropping by 12.72%.
- Central Index Key (CIK): 0002056683
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Portfolio Holdings for Everest Management Corp.
Everest Management Corp. holds 67 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Equity Market (DFUS) | 34.9 | $55M | 757k | 72.44 |
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| Alphabet Cap Stk Cl A (GOOGL) | 6.7 | $11M | -11% | 44k | 243.10 |
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| Alphabet Cap Stk Cl C (GOOG) | 6.6 | $10M | -2% | 42k | 243.55 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.1 | $6.5M | 11k | 612.39 |
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| Broadcom (AVGO) | 3.0 | $4.7M | 14k | 329.91 |
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| Apple (AAPL) | 2.8 | $4.4M | +2% | 17k | 254.63 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 2.8 | $4.4M | 114k | 38.57 |
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| Microsoft Corporation (MSFT) | 2.8 | $4.4M | 8.5k | 517.95 |
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| Ishares Tr Core Msci Total (IXUS) | 2.7 | $4.3M | 52k | 82.58 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 2.3 | $3.7M | +70% | 37k | 100.23 |
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| NVIDIA Corporation (NVDA) | 2.3 | $3.7M | +2% | 20k | 186.58 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 2.3 | $3.6M | +16% | 49k | 73.46 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.9 | $2.9M | +4% | 8.9k | 328.18 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 1.8 | $2.8M | 21k | 130.28 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.5 | $2.3M | 12k | 189.70 |
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| Vanguard Index Fds Value Etf (VTV) | 1.4 | $2.2M | 12k | 186.49 |
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| Visa Com Cl A (V) | 1.1 | $1.7M | 5.0k | 341.38 |
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| Amazon (AMZN) | 1.0 | $1.6M | +2% | 7.3k | 219.57 |
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| Oracle Corporation (ORCL) | 0.9 | $1.5M | 5.3k | 281.24 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.9 | $1.4M | 55k | 26.34 |
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| Sound Point Meridian Cap Common Stock (SPMC) | 0.8 | $1.3M | +3% | 76k | 17.35 |
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| Dimensional Etf Trust Intl High Profit (DIHP) | 0.8 | $1.3M | +88% | 43k | 30.39 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.8 | $1.2M | -6% | 25k | 49.83 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.7 | $1.1M | 10k | 110.59 |
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| Intuit (INTU) | 0.7 | $1.1M | 1.6k | 682.91 |
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| Pgim Etf Tr Aaa Clo Etf (PAAA) | 0.7 | $1.1M | +86% | 22k | 51.50 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.7 | $1.1M | 17k | 62.91 |
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| Dimensional Etf Trust Us High Profitab (DUHP) | 0.7 | $1.0M | +17% | 28k | 37.77 |
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| Meta Platforms Cl A (META) | 0.6 | $944k | +2% | 1.3k | 734.38 |
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| Goldman Sachs Etf Tr Ultra Short Bond (GSST) | 0.5 | $859k | +16% | 17k | 50.70 |
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| Tesla Motors (TSLA) | 0.5 | $853k | +2% | 1.9k | 444.72 |
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| salesforce (CRM) | 0.5 | $799k | 3.4k | 237.00 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $781k | 1.6k | 479.63 |
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| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.4 | $664k | +21% | 12k | 57.10 |
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| Ishares Tr National Mun Etf (MUB) | 0.4 | $641k | -34% | 6.0k | 106.49 |
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| Arista Networks Com Shs (ANET) | 0.3 | $549k | 3.8k | 145.71 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.3 | $538k | 11k | 49.46 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $532k | +2% | 1.7k | 315.43 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $523k | 1.1k | 468.59 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $517k | +3% | 1.0k | 502.74 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $460k | 1.3k | 365.48 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $381k | 571.00 | 666.37 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $371k | +45% | 6.2k | 59.92 |
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| Netflix (NFLX) | 0.2 | $363k | 303.00 | 1198.92 |
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| Costco Wholesale Corporation (COST) | 0.2 | $357k | -3% | 386.00 | 925.63 |
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| Eli Lilly & Co. (LLY) | 0.2 | $325k | 426.00 | 763.00 |
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| Advanced Micro Devices (AMD) | 0.2 | $322k | +2% | 2.0k | 161.79 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $315k | +9% | 422.00 | 746.63 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $303k | +2% | 533.00 | 568.81 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $297k | +24% | 4.5k | 65.92 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $291k | 2.4k | 120.72 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $281k | 420.00 | 669.95 |
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| Spdr Index Shs Fds S&p Emktsc Etf (EWX) | 0.2 | $274k | 4.1k | 67.29 |
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| Wal-Mart Stores (WMT) | 0.2 | $270k | +3% | 2.6k | 103.06 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.2 | $269k | 8.6k | 31.38 |
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| Abbvie (ABBV) | 0.2 | $263k | 1.1k | 231.54 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $258k | +2% | 2.3k | 112.75 |
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| Johnson & Johnson (JNJ) | 0.2 | $254k | NEW | 1.4k | 185.42 |
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| Home Depot (HD) | 0.2 | $249k | +5% | 615.00 | 405.19 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $246k | NEW | 11k | 23.28 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $235k | 762.00 | 307.86 |
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| Synopsys (SNPS) | 0.1 | $230k | 466.00 | 493.39 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $223k | NEW | 1.1k | 209.34 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $222k | NEW | 1.2k | 182.42 |
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| Bank of America Corporation (BAC) | 0.1 | $215k | NEW | 4.2k | 51.59 |
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| UnitedHealth (UNH) | 0.1 | $207k | NEW | 598.00 | 345.30 |
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| Ge Aerospace Com New (GE) | 0.1 | $205k | NEW | 681.00 | 300.82 |
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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 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