Everest Management Corp. Portfolio Stock Holdings
According to the SEC 13F filed on August 7, 2026, Everest Management Corp. disclosed 85 stock positions valued at approximately $268.03M as of quarter-end June 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, GOLDMAN SACHS ETF TR, and ALPHABET INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 85
- Portfolio Value
- $268.03M
Holdings by Sector
Everest Management Corp. Portfolio Holdings in Q2 2026
81 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFUS | Other | 20.99% | 686,579 | +41,504 | +6.43% | $56,258,259 |
| GOLDMAN SACHS ETF TR | GBIL | Other | 9.82% | 262,807 | +247,988 | +1673.45% | $26,322,749 |
| ALPHABET INC | GOOG | Communication Services | 6.60% | 50,067 | +6,113 | +13.91% | $17,690,078 |
| ALPHABET INC | GOOGL | Communication Services | 5.91% | 44,289 | +687 | +1.58% | $15,827,560 |
| NVIDIA CORPORATION | NVDA | Technology | 3.95% | 52,884 | +6,010 | +12.82% | $10,581,655 |
| APPLE INC | AAPL | Technology | 2.86% | 26,528 | +5,133 | +23.99% | $7,676,195 |
| VANGUARD INDEX FDS | VOO | Other | 2.66% | 10,376 | +2 | +0.02% | $7,126,658 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.31% | 25,978 | +495 | +1.94% | $6,191,597 |
| VANGUARD STAR FDS | VXUS | Other | 2.08% | 65,060 | +13,757 | +26.82% | $5,562,015 |
| ARISTA NETWORKS INC | ANET | Other | 1.94% | 30,537 | +26,332 | +626.21% | $5,187,626 |
| MICROSOFT CORP | MSFT | Technology | 1.88% | 13,487 | +3,983 | +41.91% | $5,030,851 |
| BROADCOM INC | AVGO | Technology | 1.84% | 13,067 | -8,692 | -39.95% | $4,936,059 |
| ISHARES TR | IXUS | Other | 1.84% | 51,676 | - | - | $4,931,957 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 1.79% | 108,049 | - | - | $4,793,054 |
| VANGUARD INDEX FDS | VTI | Other | 1.76% | 12,771 | +1 | +0.01% | $4,725,829 |
| APPLIED MATLS INC | AMAT | Technology | 1.18% | 4,375 | -4,845 | -52.55% | $3,163,125 |
| GOLDMAN SACHS ETF TR | GSLC | Other | 1.08% | 20,422 | - | - | $2,897,678 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 0.93% | 59,820 | +630 | +1.06% | $2,496,289 |
| VISA INC | V | Financial Services | 0.92% | 7,223 | +2,300 | +46.72% | $2,478,139 |
| VANGUARD INDEX FDS | VTV | Other | 0.92% | 11,294 | +7 | +0.06% | $2,461,322 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.86% | 10,870 | +4 | +0.04% | $2,312,756 |
| DIMENSIONAL ETF TRUST | DIHP | Other | 0.79% | 61,708 | +14,372 | +30.36% | $2,105,786 |
| SYNOPSYS INC | SNPS | Technology | 0.61% | 3,665 | +3,216 | +716.26% | $1,634,847 |
| ORACLE CORP | ORCL | Technology | 0.57% | 10,505 | +2,427 | +30.04% | $1,539,508 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.51% | 2,376 | +158 | +7.12% | $1,380,242 |
| TESLA INC | TSLA | Consumer Cyclical | 0.48% | 3,076 | +1,150 | +59.71% | $1,293,766 |
| ISHARES TR | IVV | Other | 0.48% | 1,716 | - | - | $1,285,095 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.48% | 1,104 | -861 | -43.82% | $1,274,336 |
| J P MORGAN EXCHANGE TRADED F | JQUA | Other | 0.46% | 17,006 | -237 | -1.37% | $1,229,180 |
| ISHARES TR | IJS | Other | 0.42% | 8,216 | - | - | $1,123,025 |
| META PLATFORMS INC | META | Communication Services | 0.41% | 1,954 | +655 | +50.42% | $1,100,669 |
| INVESCO EXCH TRADED FD TR II | EQAL | Other | 0.38% | 16,993 | +16,993 | +100.00% | $1,006,900 |
| CISCO SYS INC | CSCO | Technology | 0.37% | 8,421 | +589 | +7.52% | $989,131 |
| WISDOMTREE TR | DGS | Other | 0.33% | 13,581 | +693 | +5.38% | $878,833 |
| PGIM ETF TR | PULS | Other | 0.32% | 17,349 | -5,349 | -23.57% | $859,662 |
| WALMART INC | WMT | Consumer Defensive | 0.24% | 5,715 | -6,200 | -52.04% | $647,281 |
| GOLDMAN SACHS ETF TR | GSST | Other | 0.24% | 12,542 | -24,878 | -66.48% | $634,323 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 0.24% | 10,716 | - | - | $632,030 |
| VANGUARD INDEX FDS | VUG | Other | 0.23% | 7,219 | +6,016 | +500.08% | $621,865 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.23% | 1,231 | +87 | +7.60% | $615,980 |
| ELI LILLY & CO | LLY | Healthcare | 0.23% | 511 | -165 | -24.41% | $612,909 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.21% | 1,730 | +61 | +3.65% | $566,281 |
| WESTERN DIGITAL CORP | WDC | Technology | 0.21% | 863 | +102 | +13.40% | $551,215 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.20% | 10,882 | - | - | $527,015 |
| SALESFORCE INC | CRM | Technology | 0.20% | 3,350 | -279 | -7.69% | $524,811 |
| VANGUARD WORLD FD | VGT | Other | 0.17% | 3,776 | +3,354 | +794.79% | $451,308 |
| DIMENSIONAL ETF TRUST | DEHP | Other | 0.17% | 10,502 | +3,144 | +42.73% | $449,171 |
| INTEL CORP | INTC | Technology | 0.17% | 3,198 | +3,198 | +100.00% | $446,537 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.17% | 6,224 | - | - | $443,460 |
| ISHARES INC | IEMG | Other | 0.16% | 5,286 | - | - | $437,892 |
| INTUIT | INTU | Technology | 0.16% | 1,652 | +13 | +0.79% | $431,172 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.16% | 454 | +20 | +4.61% | $424,703 |
| KLA CORP | KLAC | Technology | 0.15% | 1,368 | +1,227 | +870.21% | $412,739 |
| ISHARES TR | SOXX | Other | 0.14% | 600 | +600 | +100.00% | $384,456 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.14% | 1,440 | +190 | +15.20% | $365,591 |
| PGIM ETF TR | PAAA | Other | 0.13% | 6,944 | -2,543 | -26.81% | $356,018 |
| EXXON MOBIL CORP | XOM | Energy | 0.13% | 2,571 | +75 | +3.00% | $351,507 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.13% | 453 | +453 | +100.00% | $345,702 |
| SANDISK CORP | SNDK | Other | 0.12% | 147 | +147 | +100.00% | $334,238 |
| CADENCE DESIGN SYSTEM INC | CDNS | Technology | 0.12% | 883 | +883 | +100.00% | $331,408 |
| ISHARES TR | IVW | Other | 0.12% | 2,408 | - | - | $331,172 |
| GE VERNOVA INC | GEV | Utilities | 0.12% | 275 | +29 | +11.79% | $323,086 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.12% | 8,585 | - | - | $316,271 |
| ABBVIE INC | ABBV | Healthcare | 0.12% | 1,252 | -112 | -8.21% | $315,053 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.12% | 754 | +754 | +100.00% | $313,503 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.12% | 9,790 | +9,790 | +100.00% | $310,441 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.11% | 11,008 | - | - | $304,922 |
| ZSCALER INC | ZS | Technology | 0.11% | 2,156 | +627 | +41.01% | $304,319 |
| SPDR INDEX SHS FDS | EWX | Other | 0.11% | 4,074 | - | - | $302,719 |
| CATERPILLAR INC | CAT | Industrials | 0.11% | 272 | +272 | +100.00% | $289,653 |
| LAM RESEARCH CORP | LRCX | Other | 0.11% | 664 | +664 | +100.00% | $287,731 |
| BANK OF AMER CORP | BAC | Financial Services | 0.10% | 4,935 | +124 | +2.58% | $281,205 |
| GE AEROSPACE | GE | Industrials | 0.10% | 739 | -79 | -9.66% | $276,186 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.09% | 472 | -17 | -3.48% | $242,419 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 0.09% | 239 | +239 | +100.00% | $230,635 |
| MERCK & CO INC | MRK | Healthcare | 0.08% | 1,769 | +1,769 | +100.00% | $227,316 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.08% | 1,546 | +1,546 | +100.00% | $226,705 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.08% | 804 | +804 | +100.00% | $226,093 |
| MORGAN STANLEY | MS | Financial Services | 0.08% | 1,059 | +1,059 | +100.00% | $221,373 |
| NETFLIX INC. | NFLX | Communication Services | 0.08% | 3,041 | +365 | +13.64% | $217,127 |
| CHEVRON CORPORATION | CVX | Energy | 0.07% | 1,207 | +1,207 | +100.00% | $200,072 |