Everest Management Corp.

Everest Management Corp. as of March 31, 2026

Portfolio Holdings for Everest Management Corp.

Everest Management Corp. holds 72 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Equity Market (DFUS) 23.2 $46M 645k 70.91
Ea Series Trust Alpha Architect (AAEQ) 9.0 $18M 381k 46.52
Alphabet Cap Stk Cl C (GOOG) 6.4 $13M 44k 286.86
Alphabet Cap Stk Cl A (GOOGL) 6.4 $13M 44k 287.56
NVIDIA Corporation (NVDA) 4.1 $8.2M 47k 174.40
Ea Series Trust Alpha Architect (AAUA) 3.9 $7.8M 159k 48.94
Broadcom (AVGO) 3.4 $6.7M 22k 309.51
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.1 $6.2M 10k 597.53
Ares Management Corporation Cl A Com Stk (ARES) 2.8 $5.6M 224k 25.01
Apple (AAPL) 2.8 $5.4M 21k 253.79
Amazon (AMZN) 2.7 $5.3M 26k 208.27
Ishares Tr Core Msci Total (IXUS) 2.3 $4.5M 52k 86.64
Dimensional Etf Trust Us Core Equity 2 (DFAC) 2.1 $4.2M 108k 38.86
Vanguard Index Fds Total Stk Mkt (VTI) 2.1 $4.1M 13k 320.81
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.0 $4.0M 51k 77.11
Microsoft Corporation (MSFT) 1.8 $3.5M 9.5k 370.17
Applied Materials (AMAT) 1.6 $3.2M 9.2k 341.79
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 1.3 $2.6M 20k 125.13
Vanguard Index Fds Value Etf (VTV) 1.1 $2.2M 11k 196.20
Dimensional Etf Trust Us High Profitab (DUHP) 1.1 $2.2M 59k 36.76
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.1 $2.1M 11k 191.92
Goldman Sachs Etf Tr Ultra Short Bond (GSST) 1.0 $1.9M 37k 50.55
Dimensional Etf Trust Intl High Profit (DIHP) 0.8 $1.5M 47k 32.22
Visa Com Cl A (V) 0.8 $1.5M 4.9k 302.24
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.8 $1.5M 15k 100.19
Wal-Mart Stores (WMT) 0.8 $1.5M 12k 124.28
Oracle Corporation (ORCL) 0.6 $1.2M 8.1k 147.11
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.6 $1.1M 23k 49.50
Ishares Tr Core S&p500 Etf (IVV) 0.6 $1.1M 1.7k 653.21
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.5 $1.1M 17k 61.32
Ishares Tr Sp Smcp600vl Etf (IJS) 0.5 $973k 8.2k 118.46
RBB F/m Compoundr Us (CPAG) 0.5 $895k 8.8k 102.22
Sound Point Meridian Cap Common Stock (SPMC) 0.4 $867k 97k 8.95
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.4 $775k 13k 60.10
Meta Platforms Cl A (META) 0.4 $743k 1.3k 572.13
Tesla Motors (TSLA) 0.4 $716k 1.9k 371.75
Intuit (INTU) 0.4 $709k 1.6k 432.38
salesforce (CRM) 0.3 $677k 3.6k 186.67
Micron Technology (MU) 0.3 $664k 2.0k 337.84
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.3 $638k 11k 59.55
Eli Lilly & Co. (LLY) 0.3 $622k 676.00 919.77
Cisco Systems (CSCO) 0.3 $608k 7.8k 77.59
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $548k 1.1k 479.20
Vanguard Index Fds Growth Etf (VUG) 0.3 $526k 1.2k 436.87
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $523k 11k 48.05
Arista Networks Com Shs (ANET) 0.3 $516k 4.2k 122.78
JPMorgan Chase & Co. (JPM) 0.2 $491k 1.7k 294.16
Pgim Etf Tr Aaa Clo Etf (PAAA) 0.2 $486k 9.5k 51.18
Advanced Micro Devices (AMD) 0.2 $451k 2.2k 203.43
Costco Wholesale Corporation (COST) 0.2 $433k 434.00 996.43
Exxon Mobil Corporation (XOM) 0.2 $424k 2.5k 169.66
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $399k 6.2k 64.08
Ishares Core Msci Emkt (IEMG) 0.2 $369k 5.3k 69.75
Johnson & Johnson (JNJ) 0.2 $306k 1.3k 244.44
Abbvie (ABBV) 0.2 $297k 1.4k 217.49
Vanguard World Inf Tech Etf (VGT) 0.1 $294k 422.00 697.72
Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $292k 8.6k 33.97
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $272k 11k 24.75
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $272k 2.4k 113.11
Spdr Index Shs Fds State Street Spd (EWX) 0.1 $269k 4.1k 66.12
Palantir Technologies Cl A (PLTR) 0.1 $269k 1.8k 146.28
Netflix (NFLX) 0.1 $257k 2.7k 96.15
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 0.1 $249k 7.4k 33.79
Mastercard Incorporated Cl A (MA) 0.1 $244k 489.00 499.66
Bank of America Corporation (BAC) 0.1 $235k 4.8k 48.75
Home Depot (HD) 0.1 $233k 709.00 328.89
Ge Aerospace Com New (GE) 0.1 $232k 818.00 283.77
Ge Vernova (GEV) 0.1 $215k 246.00 872.90
Zscaler Incorporated (ZS) 0.1 $215k 1.5k 140.29
Bristol Myers Squibb (BMY) 0.1 $210k 3.5k 60.65
Kla Corp Com New (KLAC) 0.1 $208k 141.00 1472.41
Western Digital (WDC) 0.1 $206k 761.00 270.49