Q2 2026 13F · SEC CIK 2056391

Everest Financial Group LLC

Wealth managerFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $738.4M
Reported positions: 208
Holdings vs S&P 500, 3 yrs: —
Assets under management: $1.0B

Everest Financial Group LLC is a wealth manager that reported 208 positions worth $738.4M in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Alphabet Inc (GOOGL, 5.0%), Amazon Com Inc (AMZN, 4.8%), Invesco Exch Traded Fd Tr II (RWL, 4.4%).

Everest Financial Group LLC holdings largest 50 of 208 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Everest Financial Group LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
GOOGLAlphabet Inc	5.0%	4.8%	102,368	+1.0%	$36.6M
AMZNAmazon Com Inc	4.8%	5.1%	147,668	-0.1%	$35.2M
RWLInvesco Exch Traded Fd Tr II	4.4%	4.7%	252,019	+0.9%	$32.2M
NVDANvidia Corporation	4.3%	4.5%	158,412	+0.3%	$31.7M
TSMTaiwan Semiconductor Manufac	4.1%	3.5%	62,662	+0.5%	$29.9M
MSFTMicrosoft Corp	4.0%	4.8%	78,425	+0.2%	$29.3M
MUMicron Technology Inc	3.5%	1.2%	22,133	+2.8%	$25.5M
AMDAdvanced Micro Devices Inc	3.3%	1.4%	41,537	-2.0%	$24.1M
PANWPalo Alto Networks Inc	3.2%	1.7%	68,806	+5.1%	$23.5M
AAPLApple Inc	3.1%	3.5%	78,507	-5.3%	$22.7M
SCHDSchwab Strategic Tr	2.7%	3.6%	637,000	-11.6%	$20.2M
AVGOBroadcom Inc	2.5%	2.3%	49,737	+8.5%	$18.8M
CRWDCrowdstrike Hldgs Inc	2.3%	1.4%	22,186	+0.6%	$16.9M
METAMeta Platforms Inc	2.1%	2.5%	27,592	+4.3%	$15.5M
JEPIJ P Morgan Exchange Traded F	2.1%	2.5%	274,028	+2.1%	$15.5M
XMHQInvesco Exchange Traded Fd T	2.0%	2.7%	131,701	-15.7%	$14.9M
ASMLAsml Hldg NV	1.9%	1.5%	6,897	-2.3%	$13.7M
UNHUnitedhealth Group Inc	1.8%	1.5%	32,682	-3.8%	$13.6M
VVisa Inc	1.6%	1.7%	33,367	-1.4%	$11.4M
SCHGSchwab Strategic Tr	1.5%	1.6%	325,161	-2.2%	$11.0M
BRK-BBerkshire Hathaway Inc Del	1.5%	1.7%	21,443	+0.0%	$10.7M
VOOVanguard Index Fds	1.4%	1.5%	15,541	+0.7%	$10.7M
XLFSelect Sector Spdr Tr	1.4%	1.6%	187,983	-1.9%	$10.1M
NOWServicenow Inc	1.3%	1.8%	97,117	-7.3%	$9.6M
DELLDell Technologies Inc	1.3%	0.6%	21,770	+4.9%	$9.4M
IWYIshares Tr	1.1%	1.1%	27,633	-0.0%	$8.0M
ETNEaton Corp PLC	1.0%	1.0%	17,182	+0.9%	$7.3M
GOOGAlphabet Inc	1.0%	1.0%	19,968	-2.2%	$7.1M
UBERUber Technologies Inc	0.9%	1.1%	92,597	-0.2%	$6.7M
DFACDimensional ETF Trust	0.8%	0.8%	133,876	+2.2%	$5.9M
ETPCEnergy Transfer L P	0.8%	1.0%	304,501	-1.4%	$5.8M
FEGERbb Fund Trust	0.7%	—	111,614	—	$5.5M
DALDelta Air Lines Inc	0.7%	0.6%	58,104	-1.4%	$5.4M
VGTVanguard World Fd	0.7%	0.6%	45,413	+704.8%	$5.4M
IAUIshares Gold Tr	0.7%	1.0%	70,469	-0.4%	$5.3M
FLOTIshares Tr	0.7%	0.9%	100,449	-7.1%	$5.1M
JPMJpmorgan Chase & Co	0.6%	0.7%	14,142	-0.8%	$4.6M
TSLATesla Inc	0.6%	0.6%	10,423	+0.1%	$4.4M
MAMastercard Incorporated	0.6%	0.7%	8,503	+7.4%	$4.4M
CRMSalesforce Inc	0.5%	1.1%	25,120	-27.3%	$3.9M
DFUSDimensional ETF Trust	0.5%	0.5%	47,772	+1.7%	$3.9M
PVALPutnam Focused Large Capvalue ETF	0.5%	0.4%	76,152	+36.0%	$3.9M
NOBLProshares Tr	0.5%	0.6%	64,676	+102.3%	$3.6M
DFAIDimensional ETF Trust	0.5%	0.5%	83,572	+0.6%	$3.4M
AMATApplied Matls Inc	0.4%	—	4,176	—	$3.0M
XOMExxon Mobil Corp	0.4%	0.6%	21,888	+0.1%	$3.0M
IVVIshares Tr	0.4%	0.4%	3,993	-0.1%	$3.0M
FENIFidelity Covington Trust	0.4%	0.6%	73,485	-20.4%	$2.9M
DUSBDimensional Ultrashort Fixed Income ETF	0.4%	0.5%	56,825	-5.9%	$2.9M
XLISelect Sector Spdr Tr	0.4%	—	15,531	—	$2.9M

What Everest Financial Group LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VGT Vanguard World Fd+704.8% shares
NOBL Proshares Tr+102.3% shares
PVAL Putnam Focused Large Capvalue ETF+36.0% shares
AVGO Broadcom Inc+8.5% shares
MA Mastercard Incorporated+7.4% shares
PANW Palo Alto Networks Inc+5.1% shares

Reduced

CRM Salesforce Inc-27.3% shares
FENI Fidelity Covington Trust-20.4% shares
XMHQ Invesco Exchange Traded Fd T-15.7% shares
SCHD Schwab Strategic Tr-11.6% shares
NOW Servicenow Inc-7.3% shares
FLOT Ishares Tr-7.1% shares
DUSB Dimensional Ultrashort Fixed Income ETF-5.9% shares
AAPL Apple Inc-5.3% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$738.4M	208
Q1 2026	$607.3M	199
Q4 2025	$447.0M	89

Questions about Everest Financial Group LLC's portfolio

What stocks does Everest Financial Group LLC own?

Everest Financial Group LLC's latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 208 positions worth $738.4M. The largest are Alphabet Inc (GOOGL) at 5.0%, Amazon Com Inc (AMZN) at 4.8%, Invesco Exch Traded Fd Tr II (RWL) at 4.4%, Nvidia Corporation (NVDA) at 4.3% and Taiwan Semiconductor Manufac (TSM) at 4.1%.

What did Everest Financial Group LLC buy last quarter?

In Q2 2026, Everest Financial Group LLC added Vanguard World Fd (VGT) (+704.8% shares), Proshares Tr (NOBL) (+102.3% shares) and Putnam Focused Large Capvalue ETF (PVAL) (+36.0% shares), compared with its Q1 2026 filing.

What did Everest Financial Group LLC sell last quarter?

In Q2 2026, Everest Financial Group LLC cut from its top 50 Sprott Physical (PSLV), cut from its top 50 Jpmorgan Income ETF (JPIE), cut from its top 50 Ishares Tr (TLT), Salesforce Inc (CRM) (-27.3% shares), Fidelity Covington Trust (FENI) (-20.4% shares) and Invesco Exchange Traded Fd T (XMHQ) (-15.7% shares), compared with its Q1 2026 filing.

When is Everest Financial Group LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Everest Financial Group LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Everest Financial Group LLC manage?

Everest Financial Group LLC reported $1.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $738.4M.