Everest Management Corp.
Latest statistics and disclosures from Everest Private Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFUS, GBIL, AAEQ, GOOG, GOOGL, and represent 50.78% of Everest Private Wealth's stock portfolio.
- Added to shares of these 10 stocks: GBIL (+$25M), CPAG (+$5.8M), ANET, DFUS, GOOG, SNPS, MSFT, AAPL, NVDA, VXUS.
- Started 17 new stock positions in SNPS, CAT, UNH, MS, EQAL, CDNS, CRWD, IBM, SNDK, MRK. SOXX, STX, LRCX, SCHD, CVX, INTC, PG.
- Reduced shares in these 10 stocks: ARES (-$5.6M), AMAT, AVGO, AAUA, GSST, MU, WMT, PLTR, PULS, AAEQ.
- Sold out of its positions in ARES, BMY, HD, PLTR.
- Everest Private Wealth was a net buyer of stock by $38M.
- Everest Private Wealth has $268M in assets under management (AUM), dropping by 35.77%.
- Central Index Key (CIK): 0002056683
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Portfolio Holdings for Everest Private Wealth
Everest Private Wealth holds 85 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Equi Mark Etf (DFUS) | 21.0 | $56M | +6% | 687k | 81.94 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 9.8 | $26M | +1673% | 263k | 100.16 |
|
| Ea Series Trust Alpha Architect (AAEQ) | 7.5 | $20M | 376k | 53.19 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 6.6 | $18M | +13% | 50k | 353.33 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.9 | $16M | 44k | 357.37 |
|
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| NVIDIA Corporation (NVDA) | 3.9 | $11M | +12% | 53k | 200.09 |
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| Apple (AAPL) | 2.9 | $7.7M | +23% | 27k | 289.36 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.7 | $7.1M | 10k | 686.84 |
|
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| RBB F M Co Us Ag Etf (CPAG) | 2.5 | $6.7M | +644% | 65k | 102.64 |
|
| Ea Series Trust Alpha Architect (AAUA) | 2.4 | $6.4M | -29% | 112k | 56.92 |
|
| Amazon (AMZN) | 2.3 | $6.2M | 26k | 238.34 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 2.1 | $5.6M | +26% | 65k | 85.49 |
|
| Arista Networks Com Shs (ANET) | 1.9 | $5.2M | +626% | 31k | 169.88 |
|
| Microsoft Corporation (MSFT) | 1.9 | $5.0M | +41% | 14k | 373.01 |
|
| Broadcom (AVGO) | 1.8 | $4.9M | -39% | 13k | 377.75 |
|
| Ishares Tr Core Msci Total (IXUS) | 1.8 | $4.9M | 52k | 95.44 |
|
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| Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) | 1.8 | $4.8M | 108k | 44.36 |
|
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.8 | $4.7M | 13k | 370.04 |
|
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| Applied Materials (AMAT) | 1.2 | $3.2M | -52% | 4.4k | 723.00 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 1.1 | $2.9M | 20k | 141.89 |
|
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| Dimensional Etf Trust Us High Prof Etf (DUHP) | 0.9 | $2.5M | 60k | 41.73 |
|
|
| Visa Com Cl A (V) | 0.9 | $2.5M | +46% | 7.2k | 343.09 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.9 | $2.5M | 11k | 217.93 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.9 | $2.3M | 11k | 212.76 |
|
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| Dimensional Etf Trust Intl High Profit (DIHP) | 0.8 | $2.1M | +30% | 62k | 34.12 |
|
| Synopsys (SNPS) | 0.6 | $1.6M | NEW | 3.7k | 446.07 |
|
| Oracle Corporation (ORCL) | 0.6 | $1.5M | +30% | 11k | 146.55 |
|
| Advanced Micro Devices (AMD) | 0.5 | $1.4M | +7% | 2.4k | 580.91 |
|
| Tesla Motors (TSLA) | 0.5 | $1.3M | +59% | 3.1k | 420.60 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $1.3M | 1.7k | 748.89 |
|
|
| Micron Technology (MU) | 0.5 | $1.3M | -43% | 1.1k | 1154.29 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.5 | $1.2M | 17k | 72.28 |
|
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.4 | $1.1M | 8.2k | 136.69 |
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| Meta Platforms Cl A (META) | 0.4 | $1.1M | +50% | 2.0k | 563.29 |
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| Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) | 0.4 | $1.0M | NEW | 17k | 59.25 |
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| Sound Point Meridian Cap Common Stock (SPMC) | 0.4 | $994k | +3% | 100k | 9.90 |
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| Cisco Systems (CSCO) | 0.4 | $989k | +7% | 8.4k | 117.46 |
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| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.3 | $879k | +5% | 14k | 64.71 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.3 | $860k | -23% | 17k | 49.55 |
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| Wal-Mart Stores (WMT) | 0.2 | $647k | -52% | 5.7k | 113.26 |
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| Goldman Sachs Etf Tr Ultr Shor Bd Etf (GSST) | 0.2 | $634k | -66% | 13k | 50.58 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.2 | $632k | 11k | 58.98 |
|
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $622k | +500% | 7.2k | 86.14 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $616k | +7% | 1.2k | 500.39 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $613k | -24% | 511.00 | 1199.43 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $566k | +3% | 1.7k | 327.33 |
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| Western Digital (WDC) | 0.2 | $551k | +13% | 863.00 | 638.72 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.2 | $527k | 11k | 48.43 |
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| salesforce (CRM) | 0.2 | $525k | -7% | 3.4k | 156.66 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $451k | +794% | 3.8k | 119.52 |
|
| Dimensional Etf Trust Emerging Mkts Hi (DEHP) | 0.2 | $449k | +42% | 11k | 42.77 |
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| Intel Corporation (INTC) | 0.2 | $447k | NEW | 3.2k | 139.63 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $444k | 6.2k | 71.25 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $438k | 5.3k | 82.84 |
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| Intuit (INTU) | 0.2 | $431k | 1.7k | 261.00 |
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| Costco Wholesale Corporation (COST) | 0.2 | $425k | +4% | 454.00 | 935.47 |
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| Kla Corp Com New (KLAC) | 0.2 | $413k | +870% | 1.4k | 301.71 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $385k | NEW | 600.00 | 640.76 |
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| Johnson & Johnson (JNJ) | 0.1 | $366k | +15% | 1.4k | 253.88 |
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| Pgim Etf Tr Aaa Clo Etf (PAAA) | 0.1 | $356k | -26% | 6.9k | 51.27 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $352k | +3% | 2.6k | 136.72 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $346k | NEW | 453.00 | 763.14 |
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| Sandisk Corp (SNDK) | 0.1 | $334k | NEW | 147.00 | 2273.73 |
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| Cadence Design Systems (CDNS) | 0.1 | $331k | NEW | 883.00 | 375.32 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $331k | 2.4k | 137.53 |
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| Ge Vernova (GEV) | 0.1 | $323k | +11% | 275.00 | 1174.86 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.1 | $316k | 8.6k | 36.84 |
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| Abbvie (ABBV) | 0.1 | $315k | -8% | 1.3k | 251.64 |
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| UnitedHealth (UNH) | 0.1 | $314k | NEW | 754.00 | 415.79 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $310k | NEW | 9.8k | 31.71 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $305k | 11k | 27.70 |
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| Zscaler Incorporated (ZS) | 0.1 | $304k | +41% | 2.2k | 141.15 |
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| Spdr Index Shs Fds St Marke Cap Etf (EWX) | 0.1 | $303k | 4.1k | 74.31 |
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| Caterpillar (CAT) | 0.1 | $290k | NEW | 272.00 | 1064.90 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $288k | NEW | 664.00 | 433.33 |
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| Bank of America Corporation (BAC) | 0.1 | $281k | +2% | 4.9k | 56.98 |
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| Ge Aerospace Com New (GE) | 0.1 | $276k | -9% | 739.00 | 373.73 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $242k | -3% | 472.00 | 513.60 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $231k | NEW | 239.00 | 965.00 |
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| Merck & Co (MRK) | 0.1 | $227k | NEW | 1.8k | 128.50 |
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| Procter & Gamble Company (PG) | 0.1 | $227k | NEW | 1.5k | 146.64 |
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| International Business Machines (IBM) | 0.1 | $226k | NEW | 804.00 | 281.21 |
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| Morgan Stanley Com New (MS) | 0.1 | $221k | NEW | 1.1k | 209.04 |
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| Netflix (NFLX) | 0.1 | $217k | +13% | 3.0k | 71.40 |
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| Chevron Corporation (CVX) | 0.1 | $200k | NEW | 1.2k | 165.76 |
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Past Filings by Everest Private Wealth
SEC 13F filings are viewable for Everest Private Wealth going back to 2024
- Everest Private Wealth 2026 Q2 filed Aug. 7, 2026
- Everest Management Corp. 2026 Q1 filed May 7, 2026
- 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