Everest Management Corp.

Everest Private Wealth as of June 30, 2026

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 687k 81.94
Goldman Sachs Etf Tr Acces Treasury (GBIL) 9.8 $26M 263k 100.16
Ea Series Trust Alpha Architect (AAEQ) 7.5 $20M 376k 53.19
Alphabet Cap Stk Cl C (GOOG) 6.6 $18M 50k 353.33
Alphabet Cap Stk Cl A (GOOGL) 5.9 $16M 44k 357.37
NVIDIA Corporation (NVDA) 3.9 $11M 53k 200.09
Apple (AAPL) 2.9 $7.7M 27k 289.36
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.7 $7.1M 10k 686.84
RBB F M Co Us Ag Etf (CPAG) 2.5 $6.7M 65k 102.64
Ea Series Trust Alpha Architect (AAUA) 2.4 $6.4M 112k 56.92
Amazon (AMZN) 2.3 $6.2M 26k 238.34
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.1 $5.6M 65k 85.49
Arista Networks Com Shs (ANET) 1.9 $5.2M 31k 169.88
Microsoft Corporation (MSFT) 1.9 $5.0M 14k 373.01
Broadcom (AVGO) 1.8 $4.9M 13k 377.75
Ishares Tr Core Msci Total (IXUS) 1.8 $4.9M 52k 95.44
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 1.8 $4.8M 108k 44.36
Vanguard Index Fds Total Stk Mkt (VTI) 1.8 $4.7M 13k 370.04
Applied Materials (AMAT) 1.2 $3.2M 4.4k 723.00
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 1.1 $2.9M 20k 141.89
Dimensional Etf Trust Us High Prof Etf (DUHP) 0.9 $2.5M 60k 41.73
Visa Com Cl A (V) 0.9 $2.5M 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
Dimensional Etf Trust Intl High Profit (DIHP) 0.8 $2.1M 62k 34.12
Synopsys (SNPS) 0.6 $1.6M 3.7k 446.07
Oracle Corporation (ORCL) 0.6 $1.5M 11k 146.55
Advanced Micro Devices (AMD) 0.5 $1.4M 2.4k 580.91
Tesla Motors (TSLA) 0.5 $1.3M 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 1.1k 1154.29
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
Meta Platforms Cl A (META) 0.4 $1.1M 2.0k 563.29
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) 0.4 $1.0M 17k 59.25
Sound Point Meridian Cap Common Stock (SPMC) 0.4 $994k 100k 9.90
Cisco Systems (CSCO) 0.4 $989k 8.4k 117.46
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.3 $879k 14k 64.71
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.3 $860k 17k 49.55
Wal-Mart Stores (WMT) 0.2 $647k 5.7k 113.26
Goldman Sachs Etf Tr Ultr Shor Bd Etf (GSST) 0.2 $634k 13k 50.58
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $632k 11k 58.98
Vanguard Index Fds Growth Etf (VUG) 0.2 $622k 7.2k 86.14
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $616k 1.2k 500.39
Eli Lilly & Co. (LLY) 0.2 $613k 511.00 1199.43
JPMorgan Chase & Co. (JPM) 0.2 $566k 1.7k 327.33
Western Digital (WDC) 0.2 $551k 863.00 638.72
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $527k 11k 48.43
salesforce (CRM) 0.2 $525k 3.4k 156.66
Vanguard World Inf Tech Etf (VGT) 0.2 $451k 3.8k 119.52
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 0.2 $449k 11k 42.77
Intel Corporation (INTC) 0.2 $447k 3.2k 139.63
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $444k 6.2k 71.25
Ishares Core Msci Emkt (IEMG) 0.2 $438k 5.3k 82.84
Intuit (INTU) 0.2 $431k 1.7k 261.00
Costco Wholesale Corporation (COST) 0.2 $425k 454.00 935.47
Kla Corp Com New (KLAC) 0.2 $413k 1.4k 301.71
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $385k 600.00 640.76
Johnson & Johnson (JNJ) 0.1 $366k 1.4k 253.88
Pgim Etf Tr Aaa Clo Etf (PAAA) 0.1 $356k 6.9k 51.27
Exxon Mobil Corporation (XOM) 0.1 $352k 2.6k 136.72
Crowdstrike Hldgs Cl A (CRWD) 0.1 $346k 453.00 763.14
Sandisk Corp (SNDK) 0.1 $334k 147.00 2273.73
Cadence Design Systems (CDNS) 0.1 $331k 883.00 375.32
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $331k 2.4k 137.53
Ge Vernova (GEV) 0.1 $323k 275.00 1174.86
Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $316k 8.6k 36.84
Abbvie (ABBV) 0.1 $315k 1.3k 251.64
UnitedHealth (UNH) 0.1 $314k 754.00 415.79
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $310k 9.8k 31.71
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $305k 11k 27.70
Zscaler Incorporated (ZS) 0.1 $304k 2.2k 141.15
Spdr Index Shs Fds St Marke Cap Etf (EWX) 0.1 $303k 4.1k 74.31
Caterpillar (CAT) 0.1 $290k 272.00 1064.90
Lam Research Corp Com New (LRCX) 0.1 $288k 664.00 433.33
Bank of America Corporation (BAC) 0.1 $281k 4.9k 56.98
Ge Aerospace Com New (GE) 0.1 $276k 739.00 373.73
Mastercard Incorporated Cl A (MA) 0.1 $242k 472.00 513.60
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $231k 239.00 965.00
Merck & Co (MRK) 0.1 $227k 1.8k 128.50
Procter & Gamble Company (PG) 0.1 $227k 1.5k 146.64
International Business Machines (IBM) 0.1 $226k 804.00 281.21
Morgan Stanley Com New (MS) 0.1 $221k 1.1k 209.04
Netflix (NFLX) 0.1 $217k 3.0k 71.40
Chevron Corporation (CVX) 0.1 $200k 1.2k 165.76