Everest Financial Group Llc Portfolio Stock Holdings
Everest Financial Group Llc disclosed 199 stock positions valued at approximately $607.3 million in its latest SEC 13F filing. The largest holdings include AMAZON COM INC, ALPHABET INC, and MICROSOFT CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 199
- Portfolio Value
- $607.3M
Holdings by Sector
Everest Financial Group Llc Portfolio Holdings in Q1 2026
195 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AMAZON COM INC | AMZN | Consumer Cyclical | 5.07% | 147,787 | +18,131 | +13.98% | $30,771,481 |
| ALPHABET INC | GOOGL | Communication Services | 4.80% | 101,403 | +1,387 | +1.39% | $29,151,508 |
| MICROSOFT CORP | MSFT | Technology | 4.77% | 78,266 | +8,583 | +12.32% | $28,971,738 |
| INVESCO EXCH TRADED FD TR II | RWL | Other | 4.73% | 249,841 | +10,880 | +4.55% | $28,709,144 |
| NVIDIA CORPORATION | NVDA | Technology | 4.53% | 157,900 | +19,200 | +13.84% | $27,537,809 |
| SCHWAB STRATEGIC TR | SCHD | Other | 3.64% | 720,195 | -140,073 | -16.28% | $22,094,863 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 3.47% | 62,341 | +5,077 | +8.87% | $21,068,142 |
| APPLE INC | AAPL | Technology | 3.47% | 82,933 | +14,432 | +21.07% | $21,047,842 |
| INVESCO EXCHANGE TRADED FD T | XMHQ | Other | 2.66% | 156,169 | -5,574 | -3.45% | $16,143,267 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 2.51% | 268,497 | +43,725 | +19.45% | $15,218,407 |
| META PLATFORMS INC | META | Communication Services | 2.49% | 26,449 | +4,998 | +23.30% | $15,132,918 |
| BROADCOM INC | AVGO | Technology | 2.34% | 45,822 | +10,791 | +30.80% | $14,184,909 |
| SERVICENOW INC | NOW | Technology | 1.80% | 104,769 | +16,481 | +18.67% | $10,953,599 |
| PALO ALTO NETWORKS INC | PANW | Technology | 1.73% | 65,462 | +10,235 | +18.53% | $10,494,868 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.69% | 21,440 | +6,531 | +43.81% | $10,274,048 |
| VISA INC | V | Financial Services | 1.68% | 33,844 | +6,728 | +24.81% | $10,228,852 |
| SCHWAB STRATEGIC TR | SCHG | Other | 1.59% | 332,460 | +82,622 | +33.07% | $9,684,559 |
| SELECT SECTOR SPDR TR | XLF | Other | 1.56% | 191,681 | +36,707 | +23.69% | $9,463,248 |
| ASML HLDG NV | ASML | Other | 1.54% | 7,059 | +917 | +14.93% | $9,323,739 |
| VANGUARD INDEX FDS | VOO | Other | 1.52% | 15,436 | +15,436 | +100.00% | $9,223,376 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 1.51% | 33,965 | +5,078 | +17.58% | $9,190,247 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.42% | 42,365 | +1,843 | +4.55% | $8,618,312 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 1.42% | 22,052 | +821 | +3.87% | $8,609,321 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.20% | 21,530 | +478 | +2.27% | $7,273,751 |
| ISHARES TR | IWY | Other | 1.13% | 27,646 | +1,193 | +4.51% | $6,879,562 |
| UBER TECHNOLOGIES INC | UBER | Technology | 1.10% | 92,799 | +20,166 | +27.76% | $6,675,032 |
| SALESFORCE INC | CRM | Technology | 1.06% | 34,532 | +1,282 | +3.86% | $6,442,437 |
| ISHARES GOLD TR | IAU | Other | 1.03% | 70,726 | +124 | +0.18% | $6,235,204 |
| EATON CORP PLC | ETN | Other | 1.00% | 17,035 | +17,035 | +100.00% | $6,092,909 |
| ENERGY TRANSFER L P | ET | Energy | 0.98% | 308,726 | -2,240 | -0.72% | $5,958,421 |
| ALPHABET INC | GOOG | Communication Services | 0.96% | 20,414 | +15,846 | +346.89% | $5,856,214 |
| ISHARES TR | FLOT | Other | 0.91% | 108,129 | +108,129 | +100.00% | $5,505,217 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.84% | 131,015 | +131,015 | +100.00% | $5,091,240 |
| SPROTT ASSET MANAGEMENT LP | PSLV | Other | 0.76% | 188,965 | +188,965 | +100.00% | $4,608,856 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.69% | 14,249 | +5,180 | +57.12% | $4,191,388 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.65% | 7,914 | +3,235 | +69.14% | $3,954,342 |
| VANGUARD WORLD FD | VGT | Other | 0.65% | 5,643 | +5,643 | +100.00% | $3,937,146 |
| DELTA AIR LINES INC | DAL | Industrials | 0.65% | 58,939 | -1,280 | -2.13% | $3,918,279 |
| TESLA INC | TSLA | Consumer Cyclical | 0.64% | 10,411 | +1,462 | +16.34% | $3,870,290 |
| EXXON MOBIL CORP | XOM | Energy | 0.61% | 21,867 | +9,753 | +80.51% | $3,704,783 |
| FIDELITY COVINGTON TRUST | FENI | Other | 0.57% | 92,290 | +92,290 | +100.00% | $3,433,184 |
| DELL TECHNOLOGIES INC | DELL | Technology | 0.56% | 20,761 | +17,302 | +500.20% | $3,409,641 |
| PROSHARES TR | NOBL | Other | 0.56% | 31,974 | +31,974 | +100.00% | $3,389,564 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.55% | 46,954 | +46,954 | +100.00% | $3,329,494 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.53% | 83,108 | +83,108 | +100.00% | $3,237,906 |
| DIMENSIONAL ETF TRUST | DUSB | Other | 0.50% | 60,381 | +60,381 | +100.00% | $3,061,927 |
| J P MORGAN EXCHANGE TRADED F | JPIE | Other | 0.47% | 61,307 | +21,522 | +54.10% | $2,824,453 |
| ISHARES TR | IVV | Other | 0.43% | 3,995 | +3,995 | +100.00% | $2,609,256 |
| PUTNAM ETF TRUST | PVAL | Other | 0.43% | 55,988 | +49,685 | +788.28% | $2,597,843 |
| ISHARES TR | TLT | Other | 0.41% | 28,913 | +28,913 | +100.00% | $2,506,454 |
| SELECT SECTOR SPDR TR | XLI | Other | 0.41% | 15,421 | +15,421 | +100.00% | $2,494,038 |
| RBB FUND TRUST | 75526L886 | Other | 0.41% | 52,542 | +52,542 | +100.00% | $2,473,751 |
| ECOLAB INC | ECL | Basic Materials | 0.38% | 8,683 | +443 | +5.38% | $2,309,870 |
| INVESCO EXCHANGE TRADED FD T | XMVM | Other | 0.38% | 35,254 | +1,936 | +5.81% | $2,295,741 |
| JANUS DETROIT STR TR | JAAA | Other | 0.36% | 43,583 | +43,583 | +100.00% | $2,195,291 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.34% | 33,594 | +33,594 | +100.00% | $2,057,989 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 0.33% | 54,441 | +54,441 | +100.00% | $2,001,259 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.32% | 1,968 | +1,455 | +283.63% | $1,960,958 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 0.31% | 27,750 | +27,750 | +100.00% | $1,894,770 |
| SELECT SECTOR SPDR TR | XLP | Other | 0.31% | 22,610 | +22,610 | +100.00% | $1,853,559 |
| GRACO INC | GGG | Industrials | 0.29% | 21,161 | +354 | +1.70% | $1,791,255 |
| ETF SER SOLUTIONS | QTUM | Other | 0.29% | 16,330 | +16,330 | +100.00% | $1,752,209 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.29% | 2,063 | +336 | +19.46% | $1,744,707 |
| SPDR GOLD TR | GLD | Other | 0.27% | 3,857 | +2,549 | +194.88% | $1,659,629 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 0.27% | 36,112 | +36,112 | +100.00% | $1,629,384 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 0.25% | 45,692 | +26,681 | +140.35% | $1,543,019 |
| SELECT SECTOR SPDR TR | XLU | Other | 0.25% | 33,242 | +33,242 | +100.00% | $1,525,494 |
| FIRST TR EXCHANGE TRADED FD | SDVY | Other | 0.25% | 38,150 | +38,150 | +100.00% | $1,504,255 |
| APPLIED MATLS INC | AMAT | Technology | 0.25% | 4,359 | +4,359 | +100.00% | $1,489,908 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.24% | 15,490 | -19 | -0.12% | $1,455,698 |
| SPDR SERIES TRUST | SPYG | Other | 0.23% | 14,508 | +36 | +0.25% | $1,420,528 |
| FAIR ISAAC CORP | FICO | Technology | 0.23% | 1,284 | +1,284 | +100.00% | $1,370,722 |
| VANGUARD INDEX FDS | VTI | Other | 0.22% | 4,225 | +4,225 | +100.00% | $1,355,394 |
| FIDELITY COVINGTON TRUST | FDVV | Other | 0.22% | 24,286 | +1,670 | +7.38% | $1,341,533 |
| WESCO INTL INC | WCC | Industrials | 0.22% | 4,883 | +4,883 | +100.00% | $1,335,981 |
| DIMENSIONAL ETF TRUST | DIHP | Other | 0.22% | 40,930 | +40,930 | +100.00% | $1,318,763 |
| MERCK & CO INC | MRK | Healthcare | 0.21% | 10,475 | +10,475 | +100.00% | $1,260,123 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.20% | 8,404 | +8,404 | +100.00% | $1,213,772 |
| VANGUARD WORLD FD | VHT | Other | 0.20% | 4,432 | -79 | -1.75% | $1,207,152 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.20% | 8,110 | +4,233 | +109.18% | $1,188,938 |
| ALPS ETF TR | AMLP | Other | 0.19% | 22,300 | +22,300 | +100.00% | $1,173,872 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 0.19% | 21,990 | +21,990 | +100.00% | $1,160,617 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 0.19% | 34,028 | +34,028 | +100.00% | $1,152,185 |
| COCA COLA CO | KO | Consumer Defensive | 0.18% | 14,234 | +14,234 | +100.00% | $1,082,524 |
| US BANCORP | USB | Financial Services | 0.17% | 20,427 | +3,668 | +21.89% | $1,062,359 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.17% | 20,967 | +20,967 | +100.00% | $1,052,570 |
| MORGAN STANLEY | MS | Financial Services | 0.17% | 6,231 | +165 | +2.72% | $1,025,393 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.17% | 14,381 | +14,381 | +100.00% | $1,022,907 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 0.17% | 240 | +240 | +100.00% | $1,010,294 |
| TARGET CORP | TGT | Consumer Defensive | 0.17% | 8,287 | +8,287 | +100.00% | $1,004,393 |
| HSBC HLDGS PLC | HSBC | Financial Services | 0.16% | 12,067 | - | - | $995,407 |
| CITIGROUP INC | C | Financial Services | 0.16% | 8,720 | +2,340 | +36.68% | $989,016 |
| INVESCO EXCHANGE TRADED FD T | RSPT | Other | 0.16% | 21,191 | +21,191 | +100.00% | $959,101 |
| ISHARES SILVER TR | SLV | Other | 0.16% | 13,957 | +7,010 | +100.91% | $951,030 |
| FIRST TR EXCHANGE-TRADED FD | FIIG | Other | 0.15% | 45,000 | +45,000 | +100.00% | $933,750 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.15% | 6,921 | +4,619 | +200.65% | $919,806 |
| FIRST TR EXCHANGE-TRADED FD | FSIG | Other | 0.15% | 48,500 | +48,500 | +100.00% | $918,590 |
| XCEL ENERGY INC | XEL | Utilities | 0.14% | 10,839 | +5,436 | +100.61% | $861,067 |
| INVESCO EXCHANGE TRADED FD T | RPV | Other | 0.13% | 7,461 | +7,461 | +100.00% | $801,282 |
| CHUBB LTD SWITZ | CB | Financial Services | 0.13% | 2,432 | +2,432 | +100.00% | $792,681 |