Holders — by stockHoldings — by fund
Everest Private Wealth
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002056683
$268.0M
disclosed book value
85
positions
21%
largest position share
Positions, as of 2026-06-30
top 85 of 85 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DFUSDIMENSIONAL ETF TRUST | 686,579 | $56.3M | 21% |
| 2 | GBILGOLDMAN SACHS ETF TR | 262,807 | $26.3M | 9.8% |
| 3 | AAEQEA SERIES TRUST | 375,942 | $20.0M | 7.5% |
| 4 | GOOGALPHABET INC | 50,067 | $17.7M | 6.6% |
| 5 | GOOGLALPHABET INC | 44,289 | $15.8M | 5.9% |
| 6 | NVDANVIDIA CORPORATION | 52,884 | $10.6M | 3.9% |
| 7 | AAPLAPPLE INC | 26,528 | $7.7M | 2.9% |
| 8 | VOOVANGUARD INDEX FDS | 10,376 | $7.1M | 2.7% |
| 9 | CPAGRBB FD INC | 65,135 | $6.7M | 2.5% |
| 10 | AAUAEA SERIES TRUST | 111,578 | $6.4M | 2.4% |
| 11 | AMZNAMAZON COM INC | 25,978 | $6.2M | 2.3% |
| 12 | VXUSVANGUARD STAR FDS | 65,060 | $5.6M | 2.1% |
| 13 | ANETARISTA NETWORKS INC | 30,537 | $5.2M | 1.9% |
| 14 | MSFTMICROSOFT CORP | 13,487 | $5.0M | 1.9% |
| 15 | AVGOBROADCOM INC | 13,067 | $4.9M | 1.8% |
| 16 | IXUSISHARES TR | 51,676 | $4.9M | 1.8% |
| 17 | DFACDIMENSIONAL ETF TRUST | 108,049 | $4.8M | 1.8% |
| 18 | VTIVANGUARD INDEX FDS | 12,771 | $4.7M | 1.8% |
| 19 | AMATAPPLIED MATLS INC | 4,375 | $3.2M | 1.2% |
| 20 | GSLCGOLDMAN SACHS ETF TR | 20,422 | $2.9M | 1.1% |
| 21 | DUHPDIMENSIONAL ETF TRUST | 59,820 | $2.5M | 0.9% |
| 22 | VVISA INC | 7,223 | $2.5M | 0.9% |
| 23 | VTVVANGUARD INDEX FDS | 11,294 | $2.5M | 0.9% |
| 24 | RSPINVESCO EXCHANGE TRADED FD T | 10,870 | $2.3M | 0.9% |
| 25 | DIHPDIMENSIONAL ETF TRUST | 61,708 | $2.1M | 0.8% |
| 26 | SNPSSYNOPSYS INC | 3,665 | $1.6M | 0.6% |
| 27 | ORCLORACLE CORP | 10,505 | $1.5M | 0.6% |
| 28 | AMDADVANCED MICRO DEVICES INC | 2,376 | $1.4M | 0.5% |
| 29 | TSLATESLA INC | 3,076 | $1.3M | 0.5% |
| 30 | IVVISHARES TR | 1,716 | $1.3M | 0.5% |
| 31 | MUMICRON TECHNOLOGY INC | 1,104 | $1.3M | 0.5% |
| 32 | JQUAJ P MORGAN EXCHANGE TRADED F | 17,006 | $1.2M | 0.5% |
| 33 | IJSISHARES TR | 8,216 | $1.1M | 0.4% |
| 34 | METAMETA PLATFORMS INC | 1,954 | $1.1M | 0.4% |
| 35 | EQALINVESCO EXCH TRADED FD TR II | 16,993 | $1.0M | 0.4% |
| 36 | SPMCSOUND POINT MERIDIAN CAP INC | 100,437 | $994,326 | 0.4% |
| 37 | CSCOCISCO SYS INC | 8,421 | $989,131 | 0.4% |
| 38 | DGSWISDOMTREE TR | 13,581 | $878,833 | 0.3% |
| 39 | PULSPGIM ETF TR | 17,349 | $859,662 | 0.3% |
| 40 | WMTWALMART INC | 5,715 | $647,281 | 0.2% |
| 41 | GSSTGOLDMAN SACHS ETF TR | 12,542 | $634,323 | 0.2% |
| 42 | VGITVANGUARD SCOTTSDALE FDS | 10,716 | $632,030 | 0.2% |
| 43 | VUGVANGUARD INDEX FDS | 7,219 | $621,865 | 0.2% |
| 44 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,231 | $615,980 | 0.2% |
| 45 | LLYELI LILLY & CO | 511 | $612,909 | 0.2% |
| 46 | JPMJPMORGAN CHASE & CO | 1,730 | $566,281 | 0.2% |
| 47 | WDCWESTERN DIGITAL CORP | 863 | $551,215 | 0.2% |
| 48 | BNDXVANGUARD CHARLOTTE FDS | 10,882 | $527,015 | 0.2% |
| 49 | CRMSALESFORCE INC | 3,350 | $524,811 | 0.2% |
| 50 | VGTVANGUARD WORLD FD | 3,776 | $451,308 | 0.2% |
| 51 | DEHPDIMENSIONAL ETF TRUST | 10,502 | $449,171 | 0.2% |
| 52 | INTCINTEL CORP | 3,198 | $446,537 | 0.2% |
| 53 | VEAVANGUARD TAX-MANAGED FDS | 6,224 | $443,460 | 0.2% |
| 54 | IEMGISHARES INC | 5,286 | $437,892 | 0.2% |
| 55 | INTUINTUIT | 1,652 | $431,172 | 0.2% |
| 56 | COSTCOSTCO WHOLESALE CORPORATION | 454 | $424,703 | 0.2% |
| 57 | KLACKLA CORP | 1,368 | $412,739 | 0.2% |
| 58 | SOXXISHARES TR | 600 | $384,456 | 0.1% |
| 59 | JNJJOHNSON & JOHNSON | 1,440 | $365,591 | 0.1% |
| 60 | PAAAPGIM ETF TR | 6,944 | $356,018 | 0.1% |
| 61 | EXMOCEXXON MOBIL CORP | 2,571 | $351,507 | 0.1% |
| 62 | CRWDCROWDSTRIKE HLDGS INC | 453 | $345,702 | 0.1% |
| 63 | SNDKSANDISK CORP | 147 | $334,238 | 0.1% |
| 64 | CDNSCADENCE DESIGN SYSTEM INC | 883 | $331,408 | 0.1% |
| 65 | IVWISHARES TR | 2,408 | $331,172 | 0.1% |
| 66 | GEVGE VERNOVA INC | 275 | $323,086 | 0.1% |
| 67 | DFAXDIMENSIONAL ETF TRUST | 8,585 | $316,271 | 0.1% |
| 68 | ABBVABBVIE INC | 1,252 | $315,053 | 0.1% |
| 69 | UNHUNITEDHEALTH GROUP INC | 754 | $313,503 | 0.1% |
| 70 | SCHDSCHWAB STRATEGIC TR | 9,790 | $310,441 | 0.1% |
| 71 | SCHFSCHWAB STRATEGIC TR | 11,008 | $304,922 | 0.1% |
| 72 | ZSZSCALER INC | 2,156 | $304,319 | 0.1% |
| 73 | EWXSPDR INDEX SHS FDS | 4,074 | $302,719 | 0.1% |
| 74 | CATCATERPILLAR INC | 272 | $289,653 | 0.1% |
| 75 | LRCXLAM RESEARCH CORP | 664 | $287,731 | 0.1% |
| 76 | BACBANK OF AMER CORP | 4,935 | $281,205 | 0.1% |
| 77 | GEGE AEROSPACE | 739 | $276,186 | 0.1% |
| 78 | MAMASTERCARD INCORPORATED | 472 | $242,419 | 0.1% |
| 79 | SEAGATE TECHNOLOGY HLDNGS PL | 239 | $230,635 | 0.1% |
| 80 | MRKMERCK & CO INC | 1,769 | $227,316 | 0.1% |
| 81 | PGPROCTER & GAMBLE CO | 1,546 | $226,705 | 0.1% |
| 82 | IBMINTERNATIONAL BUSINESS MACHS | 804 | $226,093 | 0.1% |
| 83 | MSMORGAN STANLEY | 1,059 | $221,373 | 0.1% |
| 84 | NFLXNETFLIX INC. | 3,041 | $217,127 | 0.1% |
| 85 | CVXCHEVRON CORPORATION | 1,207 | $200,072 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.