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Everest Private Wealth 13F holdings

Filed 2026-08-07 · Everest Private Wealth · 85 positions · $268.0M

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TickerCompanySharesValue% of portfolio
DFUSDIMENSIONAL ETF TRUST686.6K$56.3M21.0%
GBILGOLDMAN SACHS ETF TR262.8K$26.3M9.8%
—EA SERIES TRUST375.9K$20.0M7.5%
GOOGALPHABET INC50.1K$17.7M6.6%
GOOGLALPHABET INC44.3K$15.8M5.9%
NVDANVIDIA CORPORATION52.9K$10.6M3.9%
AAPLAPPLE INC26.5K$7.7M2.9%
VOOVANGUARD INDEX FDS10.4K$7.1M2.7%
—RBB FD INC65.1K$6.7M2.5%
—EA SERIES TRUST111.6K$6.4M2.4%
AMZNAMAZON COM INC26.0K$6.2M2.3%
VXUSVANGUARD STAR FDS65.1K$5.6M2.1%
ANETARISTA NETWORKS INC30.5K$5.2M1.9%
MSFTMICROSOFT CORP13.5K$5.0M1.9%
AVGOBROADCOM INC13.1K$4.9M1.8%
IXUSISHARES TR51.7K$4.9M1.8%
DFACDIMENSIONAL ETF TRUST108.0K$4.8M1.8%
VTIVANGUARD INDEX FDS12.8K$4.7M1.8%
AMATAPPLIED MATLS INC4.4K$3.2M1.2%
GSLCGOLDMAN SACHS ETF TR20.4K$2.9M1.1%
DUHPDIMENSIONAL ETF TRUST59.8K$2.5M0.9%
VVISA INC7.2K$2.5M0.9%
VTVVANGUARD INDEX FDS11.3K$2.5M0.9%
RSPINVESCO EXCHANGE TRADED FD T10.9K$2.3M0.9%
DIHPDIMENSIONAL ETF TRUST61.7K$2.1M0.8%
SNPSSYNOPSYS INC3.7K$1.6M0.6%
ORCLORACLE CORP10.5K$1.5M0.6%
AMDADVANCED MICRO DEVICES INC2.4K$1.4M0.5%
TSLATESLA INC3.1K$1.3M0.5%
IVVISHARES TR1.7K$1.3M0.5%
MUMICRON TECHNOLOGY INC1.1K$1.3M0.5%
JQUAJ P MORGAN EXCHANGE TRADED F17.0K$1.2M0.5%
IJSISHARES TR8.2K$1.1M0.4%
METAMETA PLATFORMS INC2.0K$1.1M0.4%
EQALINVESCO EXCH TRADED FD TR II17.0K$1.0M0.4%
—SOUND POINT MERIDIAN CAP INC100.4K$994,3260.4%
CSCOCISCO SYS INC8.4K$989,1310.4%
DGSWISDOMTREE TR13.6K$878,8330.3%
PULSPGIM ETF TR17.3K$859,6620.3%
WMTWALMART INC5.7K$647,2810.2%
GSSTGOLDMAN SACHS ETF TR12.5K$634,3230.2%
VGITVANGUARD SCOTTSDALE FDS10.7K$632,0300.2%
VUGVANGUARD INDEX FDS7.2K$621,8650.2%
BRK-BBERKSHIRE HATHAWAY INC DEL1.2K$615,9800.2%
LLYELI LILLY & CO511$612,9090.2%
JPMJPMORGAN CHASE & CO1.7K$566,2810.2%
WDCWESTERN DIGITAL CORP863$551,2150.2%
BNDXVANGUARD CHARLOTTE FDS10.9K$527,0150.2%
CRMSALESFORCE INC3.4K$524,8110.2%
VGTVANGUARD WORLD FD3.8K$451,3080.2%
DEHPDIMENSIONAL ETF TRUST10.5K$449,1710.2%
INTCINTEL CORP3.2K$446,5370.2%
VEAVANGUARD TAX-MANAGED FDS6.2K$443,4600.2%
ACWIISHARES INC5.3K$437,8920.2%
ISRGINTUIT1.7K$431,1720.2%
COSTCOSTCO WHOLESALE CORPORATION454$424,7030.2%
KLACKLA CORP1.4K$412,7390.2%
SOXXISHARES TR600$384,4560.1%
JNJJOHNSON & JOHNSON1.4K$365,5910.1%
PAAAPGIM ETF TR6.9K$356,0180.1%
Top Fund Holdings
13F
Top Fund Holdings

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