Everest Private Wealth

13F Portfolio Filings

Most recent 13F
Q2 2026
Location
Cupertino, CA
CIK
0002056683
Alternate names
Everest Management Corp.
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2026 85 268,026 DFUS, EA SERIES TRUST, GBIL, GOOG 13F-HR 8/7/2026 000195175726001148
Q1 2026 72 197,416 DFUS, EA SERIES TRUST, GOOG, GOOGL 13F-HR 5/6/2026 000195175726000786
Q4 2025 63 179,309 DFUS, EA SERIES TRUST, GOOGL, GOOG 13F-HR 2/2/2026 000195175726000332
Q3 2025 67 156,866 DFUS, GOOGL, GOOG, VOO 13F-HR 11/6/2025 000195175725001285
Q2 2025 65 139,160 DFUS, GOOGL, GOOG, VOO 13F-HR 8/4/2025 000195175725001023
Q1 2025 51 109,670 DFUS, GOOGL, GOOG, VOO 13F-HR 4/14/2025 000195175725000351
Q4 2024 50 113,529 DFUS, GOOGL, INTU, VOO 13F-HR 2/13/2025 000195175725000260