Everest Management

$268M 13F equity value
89 Holdings
Quarter ended June 30, 2026

The latest 13F on file for Everest Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.

Top Holdings

TickerCompanySharesValueWeight
DFUSDIMENSIONAL ETF TRUST686,579$56M21.0%
GBILGOLDMAN SACHS ETF TR262,807$26M9.8%
AAEQEA SERIES TRUST375,942$20M7.5%
GOOGALPHABET INC50,067$18M6.6%
GOOGLALPHABET INC44,289$16M5.9%
NVDANVIDIA CORPORATION52,884$11M3.9%
AAPLAPPLE INC26,528$8M2.9%
VOOVANGUARD INDEX FDS10,376$7M2.7%
CPAGRBB FD INC65,135$7M2.5%
AAUAEA SERIES TRUST111,578$6M2.4%

Track Everest Management's 13F portfolio: $268M in reported holdings, 89 positions. Top holdings and quarterly changes on SentiSense.

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