Holders — by stockHoldings — by fund
Everest Financial Group LLC
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 2056391
$738.4M
disclosed book value
208
positions
5%
largest position share
Positions, as of 2026-06-30
top 100 of 208 · 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 | GOOGLALPHABET INC | 102,368 | $36.6M | 5% |
| 2 | AMZNAMAZON COM INC | 147,668 | $35.2M | 4.8% |
| 3 | RWLINVESCO EXCH TRADED FD TR II | 252,019 | $32.2M | 4.4% |
| 4 | NVDANVIDIA CORPORATION | 158,412 | $31.7M | 4.3% |
| 5 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 62,662 | $29.9M | 4.1% |
| 6 | MSFTMICROSOFT CORP | 78,425 | $29.3M | 4% |
| 7 | MUMICRON TECHNOLOGY INC | 22,133 | $25.5M | 3.5% |
| 8 | AMDADVANCED MICRO DEVICES INC | 41,537 | $24.1M | 3.3% |
| 9 | PANWPALO ALTO NETWORKS INC | 68,806 | $23.5M | 3.2% |
| 10 | AAPLAPPLE INC | 78,507 | $22.7M | 3.1% |
| 11 | SCHDSCHWAB STRATEGIC TR | 637,000 | $20.2M | 2.7% |
| 12 | AVGOBROADCOM INC | 49,737 | $18.8M | 2.5% |
| 13 | CRWDCROWDSTRIKE HLDGS INC | 22,186 | $16.9M | 2.3% |
| 14 | METAMETA PLATFORMS INC | 27,592 | $15.5M | 2.1% |
| 15 | JEPIJ P MORGAN EXCHANGE TRADED F | 274,028 | $15.5M | 2.1% |
| 16 | XMHQINVESCO EXCHANGE TRADED FD T | 131,701 | $14.9M | 2% |
| 17 | ASML HLDG NV | 6,897 | $13.7M | 1.9% |
| 18 | UNHUNITEDHEALTH GROUP INC | 32,682 | $13.6M | 1.8% |
| 19 | VVISA INC | 33,367 | $11.4M | 1.6% |
| 20 | SCHGSCHWAB STRATEGIC TR | 325,161 | $11.0M | 1.5% |
| 21 | BRK/BBERKSHIRE HATHAWAY INC DEL | 21,443 | $10.7M | 1.5% |
| 22 | VOOVANGUARD INDEX FDS | 15,541 | $10.7M | 1.4% |
| 23 | XLFSELECT SECTOR SPDR TR | 187,983 | $10.1M | 1.4% |
| 24 | NOWSERVICENOW INC | 97,117 | $9.6M | 1.3% |
| 25 | DELLDELL TECHNOLOGIES INC | 21,770 | $9.4M | 1.3% |
| 26 | IWYISHARES TR | 27,633 | $8.0M | 1.1% |
| 27 | EATON CORP PLC | 17,182 | $7.3M | 1% |
| 28 | GOOGALPHABET INC | 19,968 | $7.1M | 1% |
| 29 | UBERUBER TECHNOLOGIES INC | 92,597 | $6.7M | 0.9% |
| 30 | DFACDIMENSIONAL ETF TRUST | 133,876 | $5.9M | 0.8% |
| 31 | ETENERGY TRANSFER L P | 304,501 | $5.8M | 0.8% |
| 32 | FEGERBB FUND TRUST | 111,614 | $5.5M | 0.7% |
| 33 | DALDELTA AIR LINES INC | 58,104 | $5.4M | 0.7% |
| 34 | VGTVANGUARD WORLD FD | 45,413 | $5.4M | 0.7% |
| 35 | IAUISHARES GOLD TR | 70,469 | $5.3M | 0.7% |
| 36 | FLOTISHARES TR | 100,449 | $5.1M | 0.7% |
| 37 | JPMJPMORGAN CHASE & CO | 14,142 | $4.6M | 0.6% |
| 38 | TSLATESLA INC | 10,423 | $4.4M | 0.6% |
| 39 | MAMASTERCARD INCORPORATED | 8,503 | $4.4M | 0.6% |
| 40 | CRMSALESFORCE INC | 25,120 | $3.9M | 0.5% |
| 41 | DFUSDIMENSIONAL ETF TRUST | 47,772 | $3.9M | 0.5% |
| 42 | PVALPUTNAM ETF TRUST | 76,152 | $3.9M | 0.5% |
| 43 | NOBLPROSHARES TR | 64,676 | $3.6M | 0.5% |
| 44 | DFAIDIMENSIONAL ETF TRUST | 83,572 | $3.4M | 0.5% |
| 45 | AMATAPPLIED MATLS INC | 4,176 | $3.0M | 0.4% |
| 46 | EXMOCEXXON MOBIL CORP | 21,888 | $3.0M | 0.4% |
| 47 | IVVISHARES TR | 3,993 | $3.0M | 0.4% |
| 48 | FENIFIDELITY COVINGTON TRUST | 73,485 | $2.9M | 0.4% |
| 49 | DUSBDIMENSIONAL ETF TRUST | 56,825 | $2.9M | 0.4% |
| 50 | XLISELECT SECTOR SPDR TR | 15,531 | $2.9M | 0.4% |
| 51 | FNDFSCHWAB STRATEGIC TR | 54,013 | $2.8M | 0.4% |
| 52 | QTUMETF SER SOLUTIONS | 16,078 | $2.7M | 0.4% |
| 53 | JPIEJ P MORGAN EXCHANGE TRADED F | 57,015 | $2.6M | 0.4% |
| 54 | TLTISHARES TR | 28,813 | $2.5M | 0.3% |
| 55 | INVESCO EXCHANGE TRADED FD T | 35,072 | $2.5M | 0.3% |
| 56 | ECLECOLAB INC | 8,701 | $2.4M | 0.3% |
| 57 | DUHPDIMENSIONAL ETF TRUST | 56,943 | $2.4M | 0.3% |
| 58 | RDVYFIRST TR EXCHANGE TRADED FD | 27,570 | $2.2M | 0.3% |
| 59 | JAAAJANUS DETROIT STR TR | 42,547 | $2.1M | 0.3% |
| 60 | XLPSELECT SECTOR SPDR TR | 24,632 | $2.0M | 0.3% |
| 61 | XMMOINVESCO EXCHANGE TRADED FD T | 11,929 | $2.0M | 0.3% |
| 62 | DFAUDIMENSIONAL ETF TRUST | 36,138 | $1.9M | 0.3% |
| 63 | COSTCOSTCO WHOLESALE CORPORATION | 1,989 | $1.9M | 0.3% |
| 64 | GSGOLDMAN SACHS GROUP INC | 1,839 | $1.9M | 0.3% |
| 65 | BUFRFIRST TR EXCHNG TRADED FD VI | 48,222 | $1.8M | 0.2% |
| 66 | SDVYFIRST TR EXCHANGE TRADED FD | 40,550 | $1.7M | 0.2% |
| 67 | XLESELECT SECTOR SPDR TR | 32,569 | $1.7M | 0.2% |
| 68 | SPYGSPDR SERIES TRUST | 14,449 | $1.7M | 0.2% |
| 69 | VTIVANGUARD INDEX FDS | 4,615 | $1.7M | 0.2% |
| 70 | GGGGRACO INC | 21,165 | $1.6M | 0.2% |
| 71 | XLUSELECT SECTOR SPDR TR | 34,025 | $1.5M | 0.2% |
| 72 | WCCWESCO INTL INC | 4,232 | $1.5M | 0.2% |
| 73 | DIHPDIMENSIONAL ETF TRUST | 42,111 | $1.4M | 0.2% |
| 74 | GLDSPDR GOLD TR | 3,893 | $1.4M | 0.2% |
| 75 | SCHWSCHWAB CHARLES CORP | 15,442 | $1.4M | 0.2% |
| 76 | DFAEDIMENSIONAL ETF TRUST | 34,146 | $1.4M | 0.2% |
| 77 | RSPTINVESCO EXCHANGE TRADED FD T | 21,192 | $1.4M | 0.2% |
| 78 | FDVVFIDELITY COVINGTON TRUST | 22,227 | $1.3M | 0.2% |
| 79 | XLKSELECT SECTOR SPDR TR | 6,924 | $1.3M | 0.2% |
| 80 | MRVLMARVELL TECHNOLOGY INC | 4,380 | $1.3M | 0.2% |
| 81 | MSMORGAN STANLEY | 6,166 | $1.3M | 0.2% |
| 82 | XLVSELECT SECTOR SPDR TR | 7,991 | $1.3M | 0.2% |
| 83 | VHTVANGUARD WORLD FD | 4,166 | $1.2M | 0.2% |
| 84 | USBUS BANCORP | 20,602 | $1.2M | 0.2% |
| 85 | MRKMERCK & CO INC | 9,678 | $1.2M | 0.2% |
| 86 | CCITIGROUP INC | 8,720 | $1.2M | 0.2% |
| 87 | DFASDIMENSIONAL ETF TRUST | 14,717 | $1.2M | 0.2% |
| 88 | DFIVDIMENSIONAL ETF TRUST | 22,311 | $1.2M | 0.2% |
| 89 | HSBCHSBC HLDGS PLC | 12,067 | $1.1M | 0.2% |
| 90 | PGPROCTER & GAMBLE CO | 7,746 | $1.1M | 0.2% |
| 91 | TGTTARGET CORP | 8,134 | $1.1M | 0.1% |
| 92 | FICOFAIR ISAAC CORP | 888 | $1.1M | 0.1% |
| 93 | PULSPGIM ETF TR | 21,007 | $1.0M | 0.1% |
| 94 | QQQINVESCO QQQ TR | 1,403 | $1.0M | 0.1% |
| 95 | KOCOCA COLA CO | 12,680 | $1.0M | 0.1% |
| 96 | PGIM ETF TR | 24,315 | $1.0M | 0.1% |
| 97 | JEPQJ P MORGAN EXCHANGE TRADED F | 16,392 | $1.0M | 0.1% |
| 98 | RPVINVESCO EXCHANGE TRADED FD T | 8,812 | $1.0M | 0.1% |
| 99 | BKNGBOOKING HOLDINGS INC | 5,439 | $969,449 | 0.1% |
| 100 | AMLPALPS ETF TR | 18,128 | $939,937 | 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.