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 EA SERIES TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 85
- Portfolio Value
- $268.03M
Holdings by Sector
Everest Management Corp. Portfolio Holdings in Q2 2026
| 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 |
| EA SERIES TRUST | AAEQ | Other | 7.46% | 375,942 | -4,547 | -1.20% | $19,995,183 |
| 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 |
| RBB FD INC | CPAG | Other | 2.49% | 65,135 | +56,384 | +644.31% | $6,685,333 |
| EA SERIES TRUST | AAUA | Other | 2.37% | 111,578 | -47,025 | -29.65% | $6,351,347 |
| 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 | Technology | 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 |
Showing 30 of 85 holdings in the latest reporting period.