Everest Management Corp. — 13F Holdings & Portfolio
CIK 2056683 · latest 13F-HR filed 2026-05-07
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
$197.4M
Long-equity book
Holdings
72
Distinct positions
Period
2026-03-31
Filed 2026-05-07
Q/Q Activity
+12 / −3 / ↑23 / ↓20
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- NVIDIA CORPORATION$3.9M +90.9%
- BROADCOM INC$3.0M +79.3%
- APPLE INC$2.1M +65.2%
- GOLDMAN SACHS ETF TR$1.3M +213.5%
- DIMENSIONAL ETF TRUST$1.2M +134.5%
Top Trims
- DIMENSIONAL ETF TRUST-$6.4M -12.2%
- EA SERIES TRUST-$1.1M -6.1%
- VANGUARD INDEX FDS-$977.0K -19.3%
- ALPHABET INC-$947.4K -7.0%
- MICROSOFT CORP-$912.8K -20.6%
New Positions
- EA SERIES TRUST$7.8M
- ARES MANAGEMENT CORPORATION$5.6M
- APPLIED MATLS INC$3.2M
- RBB FD INC$894.5K
- DIMENSIONAL ETF TRUST$248.6K
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 | DIMENSIONAL ETF TRUST | DFUS | 25434V401 | $45.7M | 23.17% | 645,075 | SH |
| 2 | EA SERIES TRUST | AAEQ | 02072Q358 | $17.7M | 8.97% | 380,489 | SH |
| 3 | ALPHABET INC | GOOG | 02079K107 | $12.6M | 6.39% | 43,954 | SH |
| 4 | ALPHABET INC | GOOGL | 02079K305 | $12.5M | 6.35% | 43,602 | SH |
| 5 | NVIDIA CORPORATION | NVDA | 67066G104 | $8.2M | 4.14% | 46,874 | SH |
| 6 | EA SERIES TRUST | AAUA | 02072Q275 | $7.8M | 3.93% | 158,603 | SH |
| 7 | BROADCOM INC | AVGO | 11135F101 | $6.7M | 3.41% | 21,759 | SH |
| 8 | VANGUARD INDEX FDS | VOO | 922908363 | $6.2M | 3.14% | 10,374 | SH |
| 9 | ARES MANAGEMENT CORPORATION | ARES | 03990B101 | $5.6M | 2.84% | 224,154 | SH |
| 10 | APPLE INC | AAPL | 037833100 | $5.4M | 2.75% | 21,395 | SH |
| 11 | AMAZON COM INC | AMZN | 023135106 | $5.3M | 2.69% | 25,483 | SH |
| 12 | ISHARES TR | IXUS | 46432F834 | $4.5M | 2.27% | 51,676 | SH |
| 13 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $4.2M | 2.13% | 108,049 | SH |
| 14 | VANGUARD INDEX FDS | VTI | 922908769 | $4.1M | 2.08% | 12,770 | SH |
| 15 | VANGUARD STAR FDS | VXUS | 921909768 | $4.0M | 2.00% | 51,303 | SH |
| 16 | MICROSOFT CORP | MSFT | 594918104 | $3.5M | 1.78% | 9,504 | SH |
| 17 | APPLIED MATLS INC | AMAT | 038222105 | $3.2M | 1.60% | 9,220 | SH |
| 18 | GOLDMAN SACHS ETF TR | GSLC | 381430503 | $2.6M | 1.29% | 20,422 | SH |
| 19 | VANGUARD INDEX FDS | VTV | 922908744 | $2.2M | 1.12% | 11,287 | SH |
| 20 | DIMENSIONAL ETF TRUST | DUHP | 25434V831 | $2.2M | 1.10% | 59,190 | SH |
| 21 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $2.1M | 1.06% | 10,866 | SH |
| 22 | GOLDMAN SACHS ETF TR | GSST | 381430230 | $1.9M | 0.96% | 37,420 | SH |
| 23 | DIMENSIONAL ETF TRUST | DIHP | 25434V765 | $1.5M | 0.77% | 47,336 | SH |
| 24 | VISA INC | V | 92826C839 | $1.5M | 0.75% | 4,923 | SH |
| 25 | GOLDMAN SACHS ETF TR | GBIL | 381430529 | $1.5M | 0.75% | 14,819 | SH |
| 26 | WALMART INC | WMT | 931142103 | $1.5M | 0.75% | 11,915 | SH |
| 27 | ORACLE CORP | ORCL | 68389X105 | $1.2M | 0.60% | 8,078 | SH |
| 28 | PGIM ETF TR | PULS | 69344A107 | $1.1M | 0.57% | 22,698 | SH |
| 29 | ISHARES TR | IVV | 464287200 | $1.1M | 0.57% | 1,716 | SH |
| 30 | J P MORGAN EXCHANGE TRADED F | JQUA | 46641Q761 | $1.1M | 0.54% | 17,243 | SH |
| 31 | ISHARES TR | IJS | 464287879 | $973.2K | 0.49% | 8,216 | SH |
| 32 | RBB FD INC | CPAG | 74933W148 | $894.5K | 0.45% | 8,751 | SH |
| 33 | SOUND POINT MERIDIAN CAP INC | SPMC | 83617A108 | $866.5K | 0.44% | 96,819 | SH |
| 34 | WISDOMTREE TR | DGS | 97717W281 | $774.5K | 0.39% | 12,888 | SH |
| 35 | META PLATFORMS INC | META | 30303M102 | $743.2K | 0.38% | 1,299 | SH |
| 36 | TESLA INC | TSLA | 88160R101 | $716.0K | 0.36% | 1,926 | SH |
| 37 | INTUIT | INTU | 461202103 | $708.7K | 0.36% | 1,639 | SH |
| 38 | SALESFORCE INC | CRM | 79466L302 | $677.4K | 0.34% | 3,629 | SH |
| 39 | MICRON TECHNOLOGY INC | MU | 595112103 | $663.9K | 0.34% | 1,965 | SH |
| 40 | VANGUARD SCOTTSDALE FDS | VGIT | 92206C706 | $638.1K | 0.32% | 10,716 | SH |
| 41 | ELI LILLY & CO | LLY | 532457108 | $621.8K | 0.31% | 676 | SH |
| 42 | CISCO SYS INC | CSCO | 17275R102 | $607.7K | 0.31% | 7,832 | SH |
| 43 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $548.2K | 0.28% | 1,144 | SH |
| 44 | VANGUARD INDEX FDS | VUG | 922908736 | $525.6K | 0.27% | 1,203 | SH |
| 45 | VANGUARD CHARLOTTE FDS | BNDX | 92203J407 | $522.9K | 0.26% | 10,882 | SH |
| 46 | ARISTA NETWORKS INC | ANET | 040413205 | $516.3K | 0.26% | 4,205 | SH |
| 47 | JPMORGAN CHASE & CO | JPM | 46625H100 | $491.0K | 0.25% | 1,669 | SH |
| 48 | PGIM ETF TR | PAAA | 69344A834 | $485.5K | 0.25% | 9,487 | SH |
| 49 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $451.2K | 0.23% | 2,218 | SH |
| 50 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $432.5K | 0.22% | 434 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-07 | $197.4M | 72 | 0001951757-26-000786 |
| 2025-12-31 | 2026-02-02 | $179.3M | 63 | 0001951757-26-000332 |