Everest Management Corp.

Everest Management Corp. as of Dec. 31, 2025

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 703k 74.17
Ea Series Trust Alpha Architect (AAEQ) 10.5 $19M 382k 49.33
Alphabet Cap Stk Cl A (GOOGL) 7.5 $14M 43k 313.00
Alphabet Cap Stk Cl C (GOOG) 7.5 $13M 43k 313.80
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.5 $6.3M 10k 627.10
Amazon (AMZN) 3.1 $5.5M 24k 230.82
Vanguard Index Fds Total Stk Mkt (VTI) 2.8 $5.1M 15k 335.28
Microsoft Corporation (MSFT) 2.5 $4.4M 9.2k 483.62
Ishares Tr Core Msci Total (IXUS) 2.4 $4.4M 52k 84.64
NVIDIA Corporation (NVDA) 2.4 $4.3M 23k 186.50
Dimensional Etf Trust Us Core Equity 2 (DFAC) 2.4 $4.3M 108k 39.59
Broadcom (AVGO) 2.1 $3.8M 11k 346.10
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.1 $3.7M 49k 75.44
Apple (AAPL) 1.8 $3.3M 12k 271.86
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 1.5 $2.7M 20k 132.37
Vanguard Index Fds Value Etf (VTV) 1.2 $2.1M 11k 190.98
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.2 $2.1M 11k 191.56
Goldman Sachs Etf Tr Acces Treasury (GBIL) 1.1 $1.9M 19k 99.94
Visa Com Cl A (V) 1.0 $1.7M 4.9k 350.71
Dimensional Etf Trust Intl High Profit (DIHP) 0.8 $1.4M 43k 31.66
Ishares Tr Core S&p500 Etf (IVV) 0.8 $1.3M 2.0k 684.78
Oracle Corporation (ORCL) 0.7 $1.2M 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 80k 13.75
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.6 $1.1M 22k 49.59
Intuit (INTU) 0.6 $1.1M 1.6k 662.42
Pgim Etf Tr Aaa Clo Etf (PAAA) 0.6 $1.0M 20k 51.26
Ishares Tr Sp Smcp600vl Etf (IJS) 0.5 $934k 8.2k 113.73
Dimensional Etf Trust Us High Profitab (DUHP) 0.5 $928k 24k 38.03
salesforce (CRM) 0.5 $894k 3.4k 264.91
Meta Platforms Cl A (META) 0.5 $821k 1.2k 660.09
Cisco Systems (CSCO) 0.5 $819k 11k 77.03
Vanguard Index Fds Growth Etf (VUG) 0.4 $795k 1.6k 487.84
Tesla Motors (TSLA) 0.4 $735k 1.6k 449.72
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.4 $667k 12k 57.24
Ishares Tr National Mun Etf (MUB) 0.4 $644k 6.0k 107.11
Goldman Sachs Etf Tr Ultra Short Bond (GSST) 0.3 $603k 12k 50.47
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $543k 11k 48.32
Arista Networks Com Shs (ANET) 0.3 $519k 4.0k 131.03
JPMorgan Chase & Co. (JPM) 0.3 $507k 1.6k 322.22
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.3 $503k 8.4k 59.93
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $485k 965.00 502.65
Eli Lilly & Co. (LLY) 0.3 $457k 425.00 1074.68
Advanced Micro Devices (AMD) 0.2 $414k 1.9k 214.16
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $387k 6.2k 62.47
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $371k 544.00 682.52
Wal-Mart Stores (WMT) 0.2 $330k 3.0k 111.41
Vanguard World Inf Tech Etf (VGT) 0.2 $318k 422.00 753.78
Costco Wholesale Corporation (COST) 0.2 $307k 356.00 862.34
Ishares Core Msci Emkt (IEMG) 0.2 $298k 4.4k 67.22
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $297k 2.4k 123.26
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $281k 8.6k 32.73
Exxon Mobil Corporation (XOM) 0.2 $280k 2.3k 120.34
Mastercard Incorporated Cl A (MA) 0.2 $271k 475.00 570.88
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.1 $268k 4.1k 65.66
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $254k 11k 24.04
Abbvie (ABBV) 0.1 $242k 1.1k 228.49
Johnson & Johnson (JNJ) 0.1 $242k 1.2k 206.95
Palantir Technologies Cl A (PLTR) 0.1 $239k 1.3k 177.75
Micron Technology (MU) 0.1 $234k 819.00 285.41
Netflix (NFLX) 0.1 $225k 2.4k 93.76
Bank of America Corporation (BAC) 0.1 $222k 4.0k 55.00
Synopsys (SNPS) 0.1 $211k 449.00 469.72