Everest Financial Group LLC — 13F Holdings & Portfolio
CIK 2056391 · latest 13F-HR filed 2026-05-15
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$607.3M
Long-equity book
Holdings
199
Distinct positions
Period
2026-03-31
Filed 2026-05-15
Q/Q Activity
+113 / −3 / ↑51 / ↓20
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ALPHABET INC$4.4M +308.5%
- TAIWAN SEMICONDUCTOR MANUFAC$3.7M +21.1%
- DELL TECHNOLOGIES INC$3.0M +665.6%
- BERKSHIRE HATHAWAY INC DEL$2.8M +37.1%
- ASML HLDG NV$2.8M +41.9%
Top Trims
- MICROSOFT CORP-$4.5M -13.5%
- SERVICENOW INC-$2.6M -19.0%
- SALESFORCE INC-$2.4M -26.9%
- ALPHABET INC-$2.2M -6.9%
- SCHWAB STRATEGIC TR-$1.5M -6.3%
New Positions
- VANGUARD INDEX FDS$9.2M
- EATON CORP PLC$6.1M
- ISHARES TR$5.5M
- DIMENSIONAL ETF TRUST$5.1M
- SPROTT ASSET MANAGEMENT LP$4.6M
Exited Positions
- ON SEMICONDUCTOR CORP$239.6K
- NXP SEMICONDUCTORS N V$224.9K
- PEGASYSTEMS INC$210.6K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 023135106 | $30.8M | 5.07% | 147,787 | SH |
| 2 | ALPHABET INC | GOOGL | 02079K305 | $29.2M | 4.80% | 101,403 | SH |
| 3 | MICROSOFT CORP | MSFT | 594918104 | $29.0M | 4.77% | 78,266 | SH |
| 4 | INVESCO EXCH TRADED FD TR II | RWL | 46138G698 | $28.7M | 4.73% | 249,841 | SH |
| 5 | NVIDIA CORPORATION | NVDA | 67066G104 | $27.5M | 4.53% | 157,900 | SH |
| 6 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $22.1M | 3.64% | 720,195 | SH |
| 7 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $21.1M | 3.47% | 62,341 | SH |
| 8 | APPLE INC | AAPL | 037833100 | $21.0M | 3.47% | 82,933 | SH |
| 9 | INVESCO EXCHANGE TRADED FD T | XMHQ | 46137V472 | $16.1M | 2.66% | 156,169 | SH |
| 10 | J P MORGAN EXCHANGE TRADED F | JEPI | 46641Q332 | $15.2M | 2.51% | 268,497 | SH |
| 11 | META PLATFORMS INC | META | 30303M102 | $15.1M | 2.49% | 26,449 | SH |
| 12 | BROADCOM INC | AVGO | 11135F101 | $14.2M | 2.34% | 45,822 | SH |
| 13 | SERVICENOW INC | NOW | 81762P102 | $11.0M | 1.80% | 104,769 | SH |
| 14 | PALO ALTO NETWORKS INC | PANW | 697435105 | $10.5M | 1.73% | 65,462 | SH |
| 15 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $10.3M | 1.69% | 21,440 | SH |
| 16 | VISA INC | V | 92826C839 | $10.2M | 1.68% | 33,844 | SH |
| 17 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $9.7M | 1.59% | 332,460 | SH |
| 18 | SELECT SECTOR SPDR TR | XLF | 81369Y605 | $9.5M | 1.56% | 191,681 | SH |
| 19 | ASML HLDG NV | ASML | N07059210 | $9.3M | 1.54% | 7,059 | SH |
| 20 | VANGUARD INDEX FDS | VOO | 922908363 | $9.2M | 1.52% | 15,436 | SH |
| 21 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $9.2M | 1.51% | 33,965 | SH |
| 22 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $8.6M | 1.42% | 42,365 | SH |
| 23 | CROWDSTRIKE HLDGS INC | CRWD | 22788C105 | $8.6M | 1.42% | 22,052 | SH |
| 24 | MICRON TECHNOLOGY INC | MU | 595112103 | $7.3M | 1.20% | 21,530 | SH |
| 25 | ISHARES TR | IWY | 464289438 | $6.9M | 1.13% | 27,646 | SH |
| 26 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $6.7M | 1.10% | 92,799 | SH |
| 27 | SALESFORCE INC | CRM | 79466L302 | $6.4M | 1.06% | 34,532 | SH |
| 28 | ISHARES GOLD TR | IAU | 464285204 | $6.2M | 1.03% | 70,726 | SH |
| 29 | EATON CORP PLC | ETN | G29183103 | $6.1M | 1.00% | 17,035 | SH |
| 30 | ENERGY TRANSFER L P | ET | 29273V100 | $6.0M | 0.98% | 308,726 | SH |
| 31 | ALPHABET INC | GOOG | 02079K107 | $5.9M | 0.96% | 20,414 | SH |
| 32 | ISHARES TR | FLOT | 46429B655 | $5.5M | 0.91% | 108,129 | SH |
| 33 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $5.1M | 0.84% | 131,015 | SH |
| 34 | SPROTT ASSET MANAGEMENT LP | PSLV | 85207K107 | $4.6M | 0.76% | 188,965 | SH |
| 35 | JPMORGAN CHASE & CO | JPM | 46625H100 | $4.2M | 0.69% | 14,249 | SH |
| 36 | MASTERCARD INCORPORATED | MA | 57636Q104 | $4.0M | 0.65% | 7,914 | SH |
| 37 | VANGUARD WORLD FD | VGT | 92204A702 | $3.9M | 0.65% | 5,643 | SH |
| 38 | DELTA AIR LINES INC | DAL | 247361702 | $3.9M | 0.65% | 58,939 | SH |
| 39 | TESLA INC | TSLA | 88160R101 | $3.9M | 0.64% | 10,411 | SH |
| 40 | EXXON MOBIL CORP | XOM | 30231G102 | $3.7M | 0.61% | 21,867 | SH |
| 41 | FIDELITY COVINGTON TRUST | FENI | 31609A404 | $3.4M | 0.57% | 92,290 | SH |
| 42 | DELL TECHNOLOGIES INC | DELL | 24703L202 | $3.4M | 0.56% | 20,761 | SH |
| 43 | PROSHARES TR | NOBL | 74348A467 | $3.4M | 0.56% | 31,974 | SH |
| 44 | DIMENSIONAL ETF TRUST | DFUS | 25434V401 | $3.3M | 0.55% | 46,954 | SH |
| 45 | DIMENSIONAL ETF TRUST | DFAI | 25434V203 | $3.2M | 0.53% | 83,108 | SH |
| 46 | DIMENSIONAL ETF TRUST | DUSB | 25434V591 | $3.1M | 0.50% | 60,381 | SH |
| 47 | J P MORGAN EXCHANGE TRADED F | JPIE | 46641Q159 | $2.8M | 0.47% | 61,307 | SH |
| 48 | ISHARES TR | IVV | 464287200 | $2.6M | 0.43% | 3,995 | SH |
| 49 | PUTNAM ETF TRUST | PVAL | 746729300 | $2.6M | 0.43% | 55,988 | SH |
| 50 | ISHARES TR | TLT | 464287432 | $2.5M | 0.41% | 28,913 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $607.3M | 199 | 0002056391-26-000005 |
| 2025-12-31 | 2026-05-14 | $447.0M | 89 | 0002056391-26-000004 |