Everest Financial Group Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 10, 2026, Everest Financial Group Llc disclosed 202 stock positions valued at approximately $738.43M as of quarter-end June 30, 2026. The largest holdings include ALPHABET INC, AMAZON COM INC, and INVESCO EXCH TRADED FD TR II.
- Report Period
- June 30, 2026
- No. of Stocks
- 202
- Portfolio Value
- $738.43M
Holdings by Sector
Everest Financial Group Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ALPHABET INC | GOOGL | Communication Services | 4.95% | 102,368 | +965 | +0.95% | $36,583,623 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 4.77% | 147,668 | -119 | -0.08% | $35,195,197 |
| INVESCO EXCH TRADED FD TR II | RWL | Other | 4.36% | 252,019 | +2,178 | +0.87% | $32,197,891 |
| NVIDIA CORPORATION | NVDA | Technology | 4.29% | 158,412 | +512 | +0.32% | $31,696,596 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 4.05% | 62,662 | +321 | +0.51% | $29,925,492 |
| MICROSOFT CORP | MSFT | Technology | 3.96% | 78,425 | +159 | +0.20% | $29,254,209 |
| MICRON TECHNOLOGY INC | MU | Technology | 3.46% | 22,133 | +603 | +2.80% | $25,548,270 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 3.27% | 41,537 | -828 | -1.95% | $24,129,259 |
| PALO ALTO NETWORKS INC | PANW | Technology | 3.18% | 68,806 | +3,344 | +5.11% | $23,464,222 |
| APPLE INC | AAPL | Technology | 3.08% | 78,507 | -4,426 | -5.34% | $22,716,519 |
| SCHWAB STRATEGIC TR | SCHD | Other | 2.74% | 637,000 | -83,195 | -11.55% | $20,199,246 |
| BROADCOM INC | AVGO | Technology | 2.54% | 49,737 | +3,915 | +8.54% | $18,788,397 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 2.29% | 22,186 | +134 | +0.61% | $16,931,024 |
| META PLATFORMS INC | META | Communication Services | 2.10% | 27,592 | +1,143 | +4.32% | $15,542,832 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 2.10% | 274,028 | +5,531 | +2.06% | $15,477,093 |
| INVESCO EXCHANGE TRADED FD T | XMHQ | Other | 2.01% | 131,701 | -24,468 | -15.67% | $14,866,526 |
| ASML HLDG NV | ASML | Other | 1.86% | 6,897 | -162 | -2.29% | $13,721,168 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 1.84% | 32,682 | -1,283 | -3.78% | $13,584,045 |
| VISA INC | V | Financial Services | 1.55% | 33,367 | -477 | -1.41% | $11,448,143 |
| SCHWAB STRATEGIC TR | SCHG | Other | 1.49% | 325,161 | -7,299 | -2.20% | $11,003,482 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.45% | 21,443 | +3 | +0.01% | $10,729,862 |
| VANGUARD INDEX FDS | VOO | Other | 1.45% | 15,541 | +105 | +0.68% | $10,673,331 |
| SELECT SECTOR SPDR TR | XLF | Other | 1.36% | 187,983 | -3,698 | -1.93% | $10,077,806 |
| SERVICENOW INC | NOW | Technology | 1.31% | 97,117 | -7,652 | -7.30% | $9,641,733 |
| DELL TECHNOLOGIES INC | DELL | Technology | 1.27% | 21,770 | +1,009 | +4.86% | $9,392,892 |
| ISHARES TR | IWY | Other | 1.09% | 27,633 | -13 | -0.05% | $8,030,790 |
| EATON CORP PLC | ETN | Other | 0.99% | 17,182 | +147 | +0.86% | $7,321,593 |
| ALPHABET INC | GOOG | Communication Services | 0.96% | 19,968 | -446 | -2.18% | $7,055,370 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.90% | 92,597 | -202 | -0.22% | $6,681,799 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.80% | 133,876 | +2,861 | +2.18% | $5,938,742 |
Showing 30 of 202 holdings in the latest reporting period.