Everest Private Wealth 13F holdings
Everest Private Wealth reported 66 positions with a total reported value of $268.0M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-07. Top holdings by reported value: DIMENSIONAL ETF TRUST (24.8%), GOOGL ALPHABET INC (12.5%), GS GOLDMAN SACHS ETF TR (11.1%), EA SERIES TRUST (9.8%), VANGUARD INDEX FDS (5.6%). Against 2026-03-31 it opened 14 new positions and exited 4. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 66 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 935,243 | $66.4M | 24.8% |
| GOOGL ALPHABET INC | 94,356 | $33.5M | 12.5% |
| GS GOLDMAN SACHS ETF TR | 295,771 | $29.9M | 11.1% |
| EA SERIES TRUST | 487,520 | $26.3M | 9.8% |
| VANGUARD INDEX FDS | 41,660 | $14.9M | 5.6% |
| NVDA NVIDIA CORPORATION | 52,884 | $10.6M | 3.9% |
| ISHARES TR | 64,616 | $8.1M | 3.0% |
| AAPL APPLE INC | 26,528 | $7.7M | 2.9% |
| RBB FD INC | 65,135 | $6.7M | 2.5% |
| AMZN AMAZON COM INC | 25,978 | $6.2M | 2.3% |
| VANGUARD STAR FDS | 65,060 | $5.6M | 2.1% |
| ANET ARISTA NETWORKS INC | 30,537 | $5.2M | 1.9% |
| MSFT MICROSOFT CORP | 13,487 | $5.0M | 1.9% |
| AVGO BROADCOM INC | 13,067 | $4.9M | 1.8% |
| IVZ INVESCO EXCH TRADED FD TR II | 27,863 | $3.3M | 1.2% |
| APPLIED MATLS INC | 4,375 | $3.2M | 1.2% |
| V VISA INC | 7,223 | $2.5M | 0.9% |
| SNPS SYNOPSYS INC | 3,665 | $1.6M | 0.6% |
| ORCL ORACLE CORP | 10,505 | $1.5M | 0.6% |
| AMD ADVANCED MICRO DEVICES INC | 2,376 | $1.4M | 0.5% |
| TSLA TESLA INC | 3,076 | $1.3M | 0.5% |
| MU MICRON TECHNOLOGY INC | 1,104 | $1.3M | 0.5% |
| J P MORGAN EXCHANGE TRADED F | 17,006 | $1.2M | 0.5% |
| PGIM ETF TR | 24,293 | $1.2M | 0.5% |
| META META PLATFORMS INC | 1,954 | $1.1M | 0.4% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 14 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| SNPS SYNOPSYS INC | 3,665 | $1.6M | 0.6% |
| INTC INTEL CORP | 3,198 | $446.5K | 0.2% |
| CRWD CROWDSTRIKE HLDGS INC | 453 | $345.7K | 0.1% |
| SNDK SANDISK CORP | 147 | $334.2K | 0.1% |
| CDNS CADENCE DESIGN SYSTEM INC | 883 | $331.4K | 0.1% |
| UNH UNITEDHEALTH GROUP INC | 754 | $313.5K | 0.1% |
| CAT CATERPILLAR INC | 272 | $289.7K | 0.1% |
| LRCX LAM RESEARCH CORP | 664 | $287.7K | 0.1% |
| STX SEAGATE TECHNOLOGY HLDNGS PL | 239 | $230.6K | <0.1% |
| MRK MERCK & CO INC | 1,769 | $227.3K | <0.1% |
| PG PROCTER & GAMBLE CO | 1,546 | $226.7K | <0.1% |
| IBM INTERNATIONAL BUSINESS MACHS | 804 | $226.1K | <0.1% |
| MS MORGAN STANLEY | 1,059 | $221.4K | <0.1% |
| CVX CHEVRON CORPORATION | 1,207 | $200.1K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 4 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| GS GOLDMAN SACHS ETF TR | 72,661 | 295,771 | +307.1% | $29.9M |
| RBB FD INC | 8,751 | 65,135 | +644.3% | $6.7M |
| ANET ARISTA NETWORKS INC | 4,205 | 30,537 | +626.2% | $5.2M |
| DIMENSIONAL ETF TRUST | 875,593 | 935,243 | +6.8% | $66.4M |
| GOOGL ALPHABET INC | 87,556 | 94,356 | +7.8% | $33.5M |
| VANGUARD INDEX FDS | 35,634 | 41,660 | +16.9% | $14.9M |
| IVZ INVESCO EXCH TRADED FD TR II | 10,866 | 27,863 | +156.4% | $3.3M |
| MSFT MICROSOFT CORP | 9,504 | 13,487 | +41.9% | $5.0M |
| AAPL APPLE INC | 21,395 | 26,528 | +24.0% | $7.7M |
| NVDA NVIDIA CORPORATION | 46,874 | 52,884 | +12.8% | $10.6M |
| VANGUARD STAR FDS | 51,303 | 65,060 | +26.8% | $5.6M |
| V VISA INC | 4,923 | 7,223 | +46.7% | $2.5M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| APPLIED MATLS INC | 9,220 | 4,375 | -52.5% | $3.2M |
| AVGO BROADCOM INC | 21,759 | 13,067 | -39.9% | $4.9M |
| EA SERIES TRUST | 539,092 | 487,520 | -9.6% | $26.3M |
| MU MICRON TECHNOLOGY INC | 1,965 | 1,104 | -43.8% | $1.3M |
| WMT WALMART INC | 11,915 | 5,715 | -52.0% | $647.3K |
| PGIM ETF TR | 32,185 | 24,293 | -24.5% | $1.2M |
| LLY ELI LILLY & CO | 676 | 511 | -24.4% | $612.9K |
| CRM SALESFORCE INC | 3,629 | 3,350 | -7.7% | $524.8K |
| GE AEROSPACE | 818 | 739 | -9.7% | $276.2K |
| ABBV ABBVIE INC | 1,364 | 1,252 | -8.2% | $315.1K |
| J P MORGAN EXCHANGE TRADED F | 17,243 | 17,006 | -1.4% | $1.2M |
| MA MASTERCARD INCORPORATED | 489 | 472 | -3.5% | $242.4K |
CIK 2056683 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
