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Everest Private Wealth — 13F Holdings & Portfolio

CIK 2056683 · latest 13F-HR filed 2026-08-07

Backtest portfolio

Everest Private Wealth manages $268.0M in 13F-reported U.S. long-equity assets across 85 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DFUS (20.99%), GBIL (9.82%), AAEQ (7.46%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 17 new positions and exited 4; 52 existing positions rose in reported value and 10 fell.

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
$268.0M

Long-equity book

Holdings
85

Distinct positions

Period
2026-06-30

Filed 2026-08-07

Q/Q Activity
+17 / −4 / ↑52 / ↓10

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
DFUS21.0% · +6%GBIL9.8% · +1673%AAEQ7.5% · -1%GOOG6.6% · +14%GOOGL5.9% · +2%NVDA3.9% · +13%AAPL2.9% · +24%VOO2.7% · 0%CPAG2.5% · +644%AAUA2.4% · -30%AMZN2.3% · +2%VXUS2.1% · +27%ANET1.9% · +626%MSFT1.9% · +42%AVGO1.8% · -40%IXUS1.8% · 0%DFAC1.8% · 0%VTI1.8% · 0%AMAT1.2% · -52%GSLC1.1% · 0%DUHP0.9% · +1%V0.9% · +47%VTV0.9% · +0%RSP0.9% · 0%DIHP0.8% · +30%SNPS0.6% · newORCL0.6% · +30%AMD0.5% · +7%TSLA0.5% · +60%IVV0.5% · 0%MU0.5% · -44%JQUA0.5% · -1%IJS0.4% · 0%META0.4% · +50%EQAL0.4% · newSPMC0.4% · +4%CSCO0.4% · +8%DGS0.3% · +5%PULS0.3% · -24%WMT0.2% · -52%GSST0.2% · -66%VGIT0.2% · 0%VUG0.2% · +500%BRK.B0.2% · +8%LLY0.2% · -24%JPM0.2% · +4%WDC0.2% · +13%BNDX0.2% · 0%CRM0.2% · -8%VGT0.2% · +795%DEHP0.2% · +43%INTC0.2% · newVEA0.2% · 0%IEMG0.2% · 0%INTU0.2% · +1%COST0.2% · +5%KLAC0.2% · +870%SOXX0.1% · newJNJ0.1% · +15%PAAA0.1% · -27%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 65.1%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 10, 2026.

Assets Under Management
$410.8M
Discretionary
$380.7M
Employees
3
Accounts
328
Address
10080 N. WOLFE ROAD
SUITE SW3-200
CUPERTINO, CA 95014
Phone
(408) 502-6015
Website
Name Title / Status Ownership Type
SATAGOPAN, RAMPRASAD ControlFOUNDER & DIRECTOR
since Jan 2007
50–75%Individual
SRINIVASAN, RANGA ControlFOUNDER & DIRECTOR / CHIEF COMPLIANCE OFFICER
since Jan 2007
50–75%Individual
Ownership & leadership changes · 1 filing with changes since Mar 23, 2021

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 24, 2022 filing
  • ChangedSATAGOPAN, RAMPRASAD · title PRESIDENT & DIRECTOR → FOUNDER & DIRECTOR
  • ChangedSRINIVASAN, RANGA · title CHIEF COMPLIANCE OFFICER & DIRECTOR → FOUNDER & DIRECTOR / CHIEF COMPLIANCE OFFICER
Mar 23, 2021 filing (earliest on record)
  • ListedSATAGOPAN, RAMPRASAD · PRESIDENT & DIRECTOR · 50–75% · control person
  • ListedSRINIVASAN, RANGA · CHIEF COMPLIANCE OFFICER & DIRECTOR · 50–75% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 52 →

Top Trims

Show all 10 →

New Positions

Show all 17 →

Exited Positions

Show all 4 →

Everest Private Wealth Holdings (2026-06-30)

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 DIMENSIONAL ETF TRUST DFUS 25434V401 $56.3M 20.99% 686,579 SH
2 GOLDMAN SACHS ETF TR GBIL 381430529 $26.3M 9.82% 262,807 SH
3 EA SERIES TRUST AAEQ 02072Q358 $20.0M 7.46% 375,942 SH
4 ALPHABET INC GOOG 02079K107 $17.7M 6.60% 50,067 SH
5 ALPHABET INC GOOGL 02079K305 $15.8M 5.91% 44,289 SH
6 NVIDIA CORPORATION NVDA 67066G104 $10.6M 3.95% 52,884 SH
7 APPLE INC AAPL 037833100 $7.7M 2.86% 26,528 SH
8 VANGUARD INDEX FDS VOO 922908363 $7.1M 2.66% 10,376 SH
9 RBB FD INC CPAG 74933W148 $6.7M 2.49% 65,135 SH
10 EA SERIES TRUST AAUA 02072Q275 $6.4M 2.37% 111,578 SH
11 AMAZON COM INC AMZN 023135106 $6.2M 2.31% 25,978 SH
12 VANGUARD STAR FDS VXUS 921909768 $5.6M 2.08% 65,060 SH
13 ARISTA NETWORKS INC ANET 040413205 $5.2M 1.94% 30,537 SH
14 MICROSOFT CORP MSFT 594918104 $5.0M 1.88% 13,487 SH
15 BROADCOM INC AVGO 11135F101 $4.9M 1.84% 13,067 SH
16 ISHARES TR IXUS 46432F834 $4.9M 1.84% 51,676 SH
17 DIMENSIONAL ETF TRUST DFAC 25434V708 $4.8M 1.79% 108,049 SH
18 VANGUARD INDEX FDS VTI 922908769 $4.7M 1.76% 12,771 SH
19 APPLIED MATLS INC AMAT 038222105 $3.2M 1.18% 4,375 SH
20 GOLDMAN SACHS ETF TR GSLC 381430503 $2.9M 1.08% 20,422 SH
21 DIMENSIONAL ETF TRUST DUHP 25434V831 $2.5M 0.93% 59,820 SH
22 VISA INC V 92826C839 $2.5M 0.92% 7,223 SH
23 VANGUARD INDEX FDS VTV 922908744 $2.5M 0.92% 11,294 SH
24 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $2.3M 0.86% 10,870 SH
25 DIMENSIONAL ETF TRUST DIHP 25434V765 $2.1M 0.79% 61,708 SH
26 SYNOPSYS INC SNPS 871607107 $1.6M 0.61% 3,665 SH
27 ORACLE CORP ORCL 68389X105 $1.5M 0.57% 10,505 SH
28 ADVANCED MICRO DEVICES INC AMD 007903107 $1.4M 0.51% 2,376 SH
29 TESLA INC TSLA 88160R101 $1.3M 0.48% 3,076 SH
30 ISHARES TR IVV 464287200 $1.3M 0.48% 1,716 SH
31 MICRON TECHNOLOGY INC MU 595112103 $1.3M 0.48% 1,104 SH
32 J P MORGAN EXCHANGE TRADED F JQUA 46641Q761 $1.2M 0.46% 17,006 SH
33 ISHARES TR IJS 464287879 $1.1M 0.42% 8,216 SH
34 META PLATFORMS INC META 30303M102 $1.1M 0.41% 1,954 SH
35 INVESCO EXCH TRADED FD TR II EQAL 46138E420 $1.0M 0.38% 16,993 SH
36 SOUND POINT MERIDIAN CAP INC SPMC 83617A108 $994.3K 0.37% 100,437 SH
37 CISCO SYS INC CSCO 17275R102 $989.1K 0.37% 8,421 SH
38 WISDOMTREE TR DGS 97717W281 $878.8K 0.33% 13,581 SH
39 PGIM ETF TR PULS 69344A107 $859.7K 0.32% 17,349 SH
40 WALMART INC WMT 931142103 $647.3K 0.24% 5,715 SH
41 GOLDMAN SACHS ETF TR GSST 381430230 $634.3K 0.24% 12,542 SH
42 VANGUARD SCOTTSDALE FDS VGIT 92206C706 $632.0K 0.24% 10,716 SH
43 VANGUARD INDEX FDS VUG 922908736 $621.9K 0.23% 7,219 SH
44 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $616.0K 0.23% 1,231 SH
45 ELI LILLY & CO LLY 532457108 $612.9K 0.23% 511 SH
46 JPMORGAN CHASE & CO JPM 46625H100 $566.3K 0.21% 1,730 SH
47 WESTERN DIGITAL CORP WDC 958102105 $551.2K 0.21% 863 SH
48 VANGUARD CHARLOTTE FDS BNDX 92203J407 $527.0K 0.20% 10,882 SH
49 SALESFORCE INC CRM 79466L302 $524.8K 0.20% 3,350 SH
50 VANGUARD WORLD FD VGT 92204A702 $451.3K 0.17% 3,776 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-07 $268.0M 85 0001951757-26-001148
2026-03-31 2026-05-07 $197.4M 72 0001951757-26-000786
2025-12-31 2026-02-02 $179.3M 63 0001951757-26-000332
Filer Information
Address
10080 N. WOLFE ROAD
SUITE SW3-200
CUPERTINO, CA 95014
Phone
(408) 502-6015
Filing Manager
Everest Private Wealth
CUPERTINO, CA
Signatory
Ranga Srinivasan
Chief Compliance Officer