What Everest Management Corp. reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 2056683 · Filed Aug 7, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
DIMENSIONAL ETF TRUSTUS EQUI MARK ETF | 686.6K | New | $56.3M | 21% |
GOLDMAN SACHS ETF TRACCES TREASURY | 262.8K | +1,673.4% | $26.3M | 9.8% |
EA SERIES TRUSTALPHA ARCHITECT | 375.9K | −1.2% | $20M | 7.5% |
| 50.1K |
| +13.9% |
| $17.7M |
| 6.6% |
GOOGLAlphabet Inc. | 44.3K | +1.6% | $15.8M | 5.9% |
NVDANVIDIA Corp | 52.9K | +12.8% | $10.6M | 3.9% |
AAPLApple Inc. | 26.5K | +24.0% | $7.7M | 2.9% |
VANGUARD INDEX FDSS&P 500 ETF SHS | 10.4K | +0.0% | $7.1M | 2.7% |
RBB FD INCF M CO US AG ETF | 65.1K | New | $6.7M | 2.5% |
EA SERIES TRUSTALPHA ARCHITECT | 111.6K | −29.6% | $6.4M | 2.4% |
AMZNAmazon Com Inc | 26K | +1.9% | $6.2M | 2.3% |
VANGUARD STAR FDSVG TL INTL STK F | 65.1K | +26.8% | $5.6M | 2.1% |
ANETArista Networks, Inc. | 30.5K | +626.2% | $5.2M | 1.9% |
MSFTMicrosoft Corp | 13.5K | +41.9% | $5M | 1.9% |
AVGOBroadcom Inc. | 13.1K | −39.9% | $4.9M | 1.8% |
ISHARES TRCORE MSCI TOTAL | 51.7K | ±0% | $4.9M | 1.8% |
DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | 108K | New | $4.8M | 1.8% |
VANGUARD INDEX FDSTOTAL STK MKT | 12.8K | +0.0% | $4.7M | 1.8% |
AMATApplied Materials Inc | 4.4K | −52.5% | $3.2M | 1.2% |
GOLDMAN SACHS ETF TRACTIVEBETA US LG | 20.4K | ±0% | $2.9M | 1.1% |
DIMENSIONAL ETF TRUSTUS HIGH PROF ETF | 59.8K | New | $2.5M | 0.9% |
VVisa Inc. | 7.2K | +46.7% | $2.5M | 0.9% |
VANGUARD INDEX FDSVALUE ETF | 11.3K | +0.1% | $2.5M | 0.9% |
INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT | 10.9K | +0.0% | $2.3M | 0.9% |
DIMENSIONAL ETF TRUSTINTL HIGH PROFIT | 61.7K | +30.4% | $2.1M | 0.8% |
SNPSSynopsys Inc | 3.7K | New | $1.6M | 0.6% |
ORCLOracle Corp | 10.5K | +30.0% | $1.5M | 0.6% |
AMDAdvanced Micro Devices Inc | 2.4K | +7.1% | $1.4M | 0.5% |
TSLATesla, Inc. | 3.1K | +59.7% | $1.3M | 0.5% |
ISHARES TRCORE S&P500 ETF | 1.7K | ±0% | $1.3M | 0.5% |
MUMicron Technology Inc | 1.1K | −43.8% | $1.3M | 0.5% |
J P MORGAN EXCHANGE TRADED FUS QUALTY FCTR | 17K | −1.4% | $1.2M | 0.5% |
ISHARES TRSP SMCP600VL ETF | 8.2K | ±0% | $1.1M | 0.4% |
METAMeta Platforms, Inc. | 2K | +50.4% | $1.1M | 0.4% |
INVESCO EXCH TRADED FD TR IIRUSEL 1000 EQL | 17K | New | $1M | 0.4% |
SPMCSound Point Meridian Capital, Inc. | 100.4K | +3.7% | $994.3K | 0.4% |
CSCOCisco Systems, Inc. | 8.4K | +7.5% | $989.1K | 0.4% |
WISDOMTREE TREMG MKTS SMCAP | 13.6K | +5.4% | $878.8K | 0.3% |
PGIM ETF TRPGIM ULTRA SH BD | 17.3K | −23.6% | $859.7K | 0.3% |
WMTWalmart Inc. | 5.7K | −52.0% | $647.3K | 0.2% |
GOLDMAN SACHS ETF TRULTR SHOR BD ETF | 12.5K | New | $634.3K | 0.2% |
VANGUARD SCOTTSDALE FDSINTER TERM TREAS | 10.7K | ±0% | $632K | 0.2% |
VANGUARD INDEX FDSGROWTH ETF | 7.2K | +500.1% | $621.9K | 0.2% |
BERKSHIRE HATHAWAY INC DELCL B NEW | 1.2K | +7.6% | $616K | 0.2% |
LLYELI LILLY & Co | 511 | −24.4% | $612.9K | 0.2% |
JPMJPMorgan Chase & Co | 1.7K | +3.7% | $566.3K | 0.2% |
WDCWestern Digital Corp | 863 | +13.4% | $551.2K | 0.2% |
VANGUARD CHARLOTTE FDSTOTAL INT BD ETF | 10.9K | ±0% | $527K | 0.2% |
CRMSalesforce, Inc. | 3.4K | −7.7% | $524.8K | 0.2% |
VANGUARD WORLD FDINF TECH ETF | 3.8K | +794.8% | $451.3K | 0.2% |
DIMENSIONAL ETF TRUSTEMERGING MKTS HI | 10.5K | +42.7% | $449.2K | 0.2% |
INTCIntel Corp | 3.2K | New | $446.5K | 0.2% |
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | 6.2K | ±0% | $443.5K | 0.2% |
ISHARES INCCORE MSCI EMKT | 5.3K | ±0% | $437.9K | 0.2% |
INTUIntuit Inc. | 1.7K | +0.8% | $431.2K | 0.2% |
COSTCostco Wholesale Corp | 454 | +4.6% | $424.7K | 0.2% |
KLACKLA Corp | 1.4K | +870.2% | $412.7K | 0.2% |
ISHARES TRISHARES SEMICDTR | 600 | New | $384.5K | 0.1% |
JNJJohnson & Johnson | 1.4K | +15.2% | $365.6K | 0.1% |
PGIM ETF TRAAA CLO ETF | 6.9K | −26.8% | $356K | 0.1% |
EXXON MOBIL CORPCOM | 2.6K | +3.0% | $351.5K | 0.1% |
CRWDCrowdStrike Holdings, Inc. | 453 | New | $345.7K | 0.1% |
SNDKSandisk Corp | 147 | New | $334.2K | 0.1% |
CDNSCadence Design Systems Inc | 883 | New | $331.4K | 0.1% |
ISHARES TRS&P 500 GRWT ETF | 2.4K | ±0% | $331.2K | 0.1% |
GEVGE Vernova Inc. | 275 | +11.8% | $323.1K | 0.1% |
DIMENSIONAL ETF TRUSTWORLD EX US CORE | 8.6K | ±0% | $316.3K | 0.1% |
ABBVAbbVie Inc. | 1.3K | −8.2% | $315.1K | 0.1% |
UNHUnitedHealth Group Inc | 754 | New | $313.5K | 0.1% |
SCHWAB STRATEGIC TRUS DIVIDEND EQ | 9.8K | New | $310.4K | 0.1% |
SCHWAB STRATEGIC TRINTL EQTY ETF | 11K | ±0% | $304.9K | 0.1% |
ZSZscaler, Inc. | 2.2K | +41.0% | $304.3K | 0.1% |
SPDR INDEX SHS FDSST MARKE CAP ETF | 4.1K | New | $302.7K | 0.1% |
CATCaterpillar Inc | 272 | New | $289.7K | 0.1% |
LRCXLAM Research Corp | 664 | New | $287.7K | 0.1% |
BACBank of America Corp | 4.9K | +2.6% | $281.2K | 0.1% |
GEGeneral Electric Co | 739 | −9.7% | $276.2K | 0.1% |
MAMastercard Inc | 472 | −3.5% | $242.4K | 0.1% |
STXSeagate Technology Holdings plc | 239 | New | $230.6K | 0.1% |
MRKMerck & Co., Inc. | 1.8K | New | $227.3K | 0.1% |
PGPROCTER & GAMBLE Co | 1.5K | New | $226.7K | 0.1% |
IBMInternational Business Machines Corp | 804 | New | $226.1K | 0.1% |
MSMorgan Stanley | 1.1K | New | $221.4K | 0.1% |
NFLXNetflix Inc | 3K | +13.6% | $217.1K | 0.1% |
CVXChevron Corp | 1.2K | New | $200.1K | 0.1% |
