Everest Management Corp.

Everest Management Corp. as of June 30, 2025

Portfolio Holdings for Everest Management Corp.

Everest Management Corp. holds 65 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Equity Market (DFUS) 36.1 $50M 750k 67.02
Alphabet Cap Stk Cl A (GOOGL) 6.2 $8.7M 49k 176.23
Alphabet Cap Stk Cl C (GOOG) 5.6 $7.7M 44k 177.39
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.3 $6.0M 11k 568.04
Microsoft Corporation (MSFT) 3.0 $4.1M 8.3k 497.41
Dimensional Etf Trust Us Core Equity 2 (DFAC) 2.9 $4.1M 114k 35.84
Ishares Tr Core Msci Total (IXUS) 2.9 $4.0M 52k 77.31
Broadcom (AVGO) 2.8 $3.9M 14k 275.65
Apple (AAPL) 2.5 $3.5M 17k 205.17
NVIDIA Corporation (NVDA) 2.2 $3.0M 19k 157.99
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.1 $2.9M 42k 69.09
Vanguard Index Fds Total Stk Mkt (VTI) 1.8 $2.6M 8.5k 303.92
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 1.8 $2.6M 21k 121.38
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.6 $2.2M 12k 181.74
Goldman Sachs Etf Tr Acces Treasury (GBIL) 1.5 $2.2M 22k 100.15
Vanguard Index Fds Value Etf (VTV) 1.5 $2.1M 12k 176.74
Visa Com Cl A (V) 1.3 $1.8M 5.0k 355.05
Amazon (AMZN) 1.1 $1.6M 7.1k 219.39
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.0 $1.3M 55k 24.44
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.9 $1.3M 26k 49.76
Sound Point Meridian Cap Common Stock (SPMC) 0.9 $1.3M 73k 17.88
Intuit (INTU) 0.9 $1.3M 1.7k 787.63
Oracle Corporation (ORCL) 0.8 $1.1M 5.2k 218.63
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.8 $1.1M 11k 100.69
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.8 $1.0M 17k 60.05
Ishares Tr Sp Smcp600vl Etf (IJS) 0.7 $1.0M 10k 99.49
Ishares Tr National Mun Etf (MUB) 0.7 $966k 9.2k 104.48
Meta Platforms Cl A (META) 0.7 $929k 1.3k 738.09
salesforce (CRM) 0.7 $929k 3.4k 272.69
Dimensional Etf Trust Us High Profitab (DUHP) 0.6 $838k 24k 35.56
Goldman Sachs Etf Tr Ultra Short Bond (GSST) 0.5 $733k 15k 50.56
Vanguard Index Fds Growth Etf (VUG) 0.5 $714k 1.6k 438.28
Dimensional Etf Trust Intl High Profit (DIHP) 0.5 $670k 23k 29.49
Pgim Etf Tr Aaa Clo Etf (PAAA) 0.4 $598k 12k 51.45
Tesla Motors (TSLA) 0.4 $595k 1.9k 317.66
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.4 $539k 11k 49.51
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.4 $531k 9.6k 55.24
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $481k 991.00 485.77
JPMorgan Chase & Co. (JPM) 0.3 $475k 1.6k 289.91
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $474k 1.1k 424.71
Ishares Tr Rus 1000 Etf (IWB) 0.3 $428k 1.3k 339.57
Netflix (NFLX) 0.3 $402k 300.00 1339.13
Costco Wholesale Corporation (COST) 0.3 $395k 399.00 989.94
Arista Networks Com Shs (ANET) 0.3 $383k 3.7k 102.31
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $367k 14k 26.50
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $352k 570.00 617.65
Eli Lilly & Co. (LLY) 0.2 $335k 430.00 779.53
Zscaler Incorporated (ZS) 0.2 $315k 1.0k 313.94
Mastercard Incorporated Cl A (MA) 0.2 $293k 522.00 561.94
Advanced Micro Devices (AMD) 0.2 $276k 1.9k 141.90
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $265k 2.4k 110.10
Ishares Tr Core S&p500 Etf (IVV) 0.2 $261k 420.00 621.36
Vanguard World Inf Tech Etf (VGT) 0.2 $255k 385.00 663.28
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.2 $253k 4.1k 62.03
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $252k 8.6k 29.37
Wal-Mart Stores (WMT) 0.2 $249k 2.5k 97.78
Synopsys (SNPS) 0.2 $244k 475.00 512.68
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $242k 4.3k 57.01
Exxon Mobil Corporation (XOM) 0.2 $241k 2.2k 107.80
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $227k 4.6k 49.03
Vanguard Index Fds Large Cap Etf (VV) 0.2 $217k 762.00 285.30
Ishares Core Msci Emkt (IEMG) 0.2 $217k 3.6k 60.03
Home Depot (HD) 0.2 $214k 584.00 366.64
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $208k 2.3k 89.06
Abbvie (ABBV) 0.1 $207k 1.1k 185.62