Everest Management Corp.

Everest Management Corp. as of Sept. 30, 2025

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
Alphabet Cap Stk Cl A (GOOGL) 6.7 $11M 44k 243.10
Alphabet Cap Stk Cl C (GOOG) 6.6 $10M 42k 243.55
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.1 $6.5M 11k 612.39
Broadcom (AVGO) 3.0 $4.7M 14k 329.91
Apple (AAPL) 2.8 $4.4M 17k 254.63
Dimensional Etf Trust Us Core Equity 2 (DFAC) 2.8 $4.4M 114k 38.57
Microsoft Corporation (MSFT) 2.8 $4.4M 8.5k 517.95
Ishares Tr Core Msci Total (IXUS) 2.7 $4.3M 52k 82.58
Goldman Sachs Etf Tr Acces Treasury (GBIL) 2.3 $3.7M 37k 100.23
NVIDIA Corporation (NVDA) 2.3 $3.7M 20k 186.58
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.3 $3.6M 49k 73.46
Vanguard Index Fds Total Stk Mkt (VTI) 1.9 $2.9M 8.9k 328.18
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 1.8 $2.8M 21k 130.28
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.5 $2.3M 12k 189.70
Vanguard Index Fds Value Etf (VTV) 1.4 $2.2M 12k 186.49
Visa Com Cl A (V) 1.1 $1.7M 5.0k 341.38
Amazon (AMZN) 1.0 $1.6M 7.3k 219.57
Oracle Corporation (ORCL) 0.9 $1.5M 5.3k 281.24
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.9 $1.4M 55k 26.34
Sound Point Meridian Cap Common Stock (SPMC) 0.8 $1.3M 76k 17.35
Dimensional Etf Trust Intl High Profit (DIHP) 0.8 $1.3M 43k 30.39
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.8 $1.2M 25k 49.83
Ishares Tr Sp Smcp600vl Etf (IJS) 0.7 $1.1M 10k 110.59
Intuit (INTU) 0.7 $1.1M 1.6k 682.91
Pgim Etf Tr Aaa Clo Etf (PAAA) 0.7 $1.1M 22k 51.50
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.7 $1.1M 17k 62.91
Dimensional Etf Trust Us High Profitab (DUHP) 0.7 $1.0M 28k 37.77
Meta Platforms Cl A (META) 0.6 $944k 1.3k 734.38
Goldman Sachs Etf Tr Ultra Short Bond (GSST) 0.5 $859k 17k 50.70
Tesla Motors (TSLA) 0.5 $853k 1.9k 444.72
salesforce (CRM) 0.5 $799k 3.4k 237.00
Vanguard Index Fds Growth Etf (VUG) 0.5 $781k 1.6k 479.63
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.4 $664k 12k 57.10
Ishares Tr National Mun Etf (MUB) 0.4 $641k 6.0k 106.49
Arista Networks Com Shs (ANET) 0.3 $549k 3.8k 145.71
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $538k 11k 49.46
JPMorgan Chase & Co. (JPM) 0.3 $532k 1.7k 315.43
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $523k 1.1k 468.59
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $517k 1.0k 502.74
Ishares Tr Rus 1000 Etf (IWB) 0.3 $460k 1.3k 365.48
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $381k 571.00 666.37
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $371k 6.2k 59.92
Netflix (NFLX) 0.2 $363k 303.00 1198.92
Costco Wholesale Corporation (COST) 0.2 $357k 386.00 925.63
Eli Lilly & Co. (LLY) 0.2 $325k 426.00 763.00
Advanced Micro Devices (AMD) 0.2 $322k 2.0k 161.79
Vanguard World Inf Tech Etf (VGT) 0.2 $315k 422.00 746.63
Mastercard Incorporated Cl A (MA) 0.2 $303k 533.00 568.81
Ishares Core Msci Emkt (IEMG) 0.2 $297k 4.5k 65.92
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $291k 2.4k 120.72
Ishares Tr Core S&p500 Etf (IVV) 0.2 $281k 420.00 669.95
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.2 $274k 4.1k 67.29
Wal-Mart Stores (WMT) 0.2 $270k 2.6k 103.06
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $269k 8.6k 31.38
Abbvie (ABBV) 0.2 $263k 1.1k 231.54
Exxon Mobil Corporation (XOM) 0.2 $258k 2.3k 112.75
Johnson & Johnson (JNJ) 0.2 $254k 1.4k 185.42
Home Depot (HD) 0.2 $249k 615.00 405.19
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $246k 11k 23.28
Vanguard Index Fds Large Cap Etf (VV) 0.1 $235k 762.00 307.86
Synopsys (SNPS) 0.1 $230k 466.00 493.39
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $223k 1.1k 209.34
Palantir Technologies Cl A (PLTR) 0.1 $222k 1.2k 182.42
Bank of America Corporation (BAC) 0.1 $215k 4.2k 51.59
UnitedHealth (UNH) 0.1 $207k 598.00 345.30
Ge Aerospace Com New (GE) 0.1 $205k 681.00 300.82