Q2 2026 13F · SEC CIK 2056683

Everest Private Wealth

Wealth managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $268.0M
Reported positions: 85
Holdings vs S&P 500, 3 yrs: —
Assets under management: $410.8M

Everest Private Wealth is a wealth manager that reported 85 positions worth $268.0M in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Dimensional ETF Trust (DFUS, 21.0%), Goldman Sachs ETF Tr (GBIL, 9.8%), Ea Series Trust (AAEQ, 7.5%).

Everest Private Wealth holdings largest 50 of 85 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 Private Wealth 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
DFUSDimensional ETF Trust	21.0%	23.2%	686,579	+6.4%	$56.3M
GBILGoldman Sachs ETF Tr	9.8%	0.8%	262,807	+1673.4%	$26.3M
AAEQEa Series Trust	7.5%	9.0%	375,942	-1.2%	$20.0M
GOOGAlphabet Inc	6.6%	6.4%	50,067	+13.9%	$17.7M
GOOGLAlphabet Inc	5.9%	6.4%	44,289	+1.6%	$15.8M
NVDANvidia Corporation	3.9%	4.1%	52,884	+12.8%	$10.6M
AAPLApple Inc	2.9%	2.8%	26,528	+24.0%	$7.7M
VOOVanguard Index Fds	2.7%	3.1%	10,376	+0.0%	$7.1M
CPAGRbb Fd Inc	2.5%	0.5%	65,135	+644.3%	$6.7M
AAUAEa Series Trust	2.4%	3.9%	111,578	-29.6%	$6.4M
AMZNAmazon Com Inc	2.3%	2.7%	25,978	+1.9%	$6.2M
VXUSVanguard Star Fds	2.1%	2.0%	65,060	+26.8%	$5.6M
ANETArista Networks Inc	1.9%	0.3%	30,537	+626.2%	$5.2M
MSFTMicrosoft Corp	1.9%	1.8%	13,487	+41.9%	$5.0M
AVGOBroadcom Inc	1.8%	3.4%	13,067	-39.9%	$4.9M
IXUSIshares Tr	1.8%	2.3%	51,676	+0.0%	$4.9M
DFACDimensional ETF Trust	1.8%	2.1%	108,049	+0.0%	$4.8M
VTIVanguard Index Fds	1.8%	2.1%	12,771	+0.0%	$4.7M
AMATApplied Matls Inc	1.2%	1.6%	4,375	-52.5%	$3.2M
GSLCGoldman Sachs ETF Tr	1.1%	1.3%	20,422	+0.0%	$2.9M
DUHPDimensional ETF Trust	0.9%	1.1%	59,820	+1.1%	$2.5M
VVisa Inc	0.9%	0.8%	7,223	+46.7%	$2.5M
VTVVanguard Index Fds	0.9%	1.1%	11,294	+0.1%	$2.5M
RSPInvesco Exchange Traded Fd T	0.9%	1.1%	10,870	+0.0%	$2.3M
DIHPDimensional International High Profitabi	0.8%	0.8%	61,708	+30.4%	$2.1M
SNPSSynopsys Inc	0.6%	—	3,665	—	$1.6M
ORCLOracle Corp	0.6%	0.6%	10,505	+30.0%	$1.5M
AMDAdvanced Micro Devices Inc	0.5%	0.2%	2,376	+7.1%	$1.4M
TSLATesla Inc	0.5%	0.4%	3,076	+59.7%	$1.3M
IVVIshares Tr	0.5%	0.6%	1,716	+0.0%	$1.3M
MUMicron Technology Inc	0.5%	0.3%	1,104	-43.8%	$1.3M
JQUAJpmorgan U.s. Quality Factor ETF	0.5%	0.5%	17,006	-1.4%	$1.2M
IJSIshares Tr	0.4%	0.5%	8,216	+0.0%	$1.1M
METAMeta Platforms Inc	0.4%	0.4%	1,954	+50.4%	$1.1M
EQALInvesco Exch Traded Fd Tr II	0.4%	—	16,993	—	$1.0M
SPMCSound Point Meridian Cap Inc	0.4%	0.4%	100,437	+3.7%	$994K
CSCOCisco Sys Inc	0.4%	0.3%	8,421	+7.5%	$989K
DGSWisdomtree Tr	0.3%	0.4%	13,581	+5.4%	$879K
PULSPgim ETF Tr	0.3%	0.6%	17,349	-23.6%	$860K
WMTWalmart Inc	0.2%	0.8%	5,715	-52.0%	$647K
GSSTGoldman Sachs ETF Tr	0.2%	1.0%	12,542	-66.5%	$634K
VGITVanguard Scottsdale Fds	0.2%	0.3%	10,716	+0.0%	$632K
VUGVanguard Index Fds	0.2%	0.3%	7,219	+500.1%	$622K
BRK-BBerkshire Hathaway Inc Del	0.2%	0.3%	1,231	+7.6%	$616K
LLYEli Lilly & Co	0.2%	0.3%	511	-24.4%	$613K
JPMJpmorgan Chase & Co	0.2%	0.2%	1,730	+3.7%	$566K
WDCWestern Digital Corp Com	0.2%	—	863	—	$551K
BNDXVanguard Charlotte Fds	0.2%	0.3%	10,882	+0.0%	$527K
CRMSalesforce Inc	0.2%	0.3%	3,350	-7.7%	$525K
VGTVanguard World Fd	0.2%	—	3,776	—	$451K

What Everest Private Wealth bought and sold in Q2 2026, against Q1 2026.

New positions

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

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: +28.3% /yr; S&P 500 +20.1%
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	$268.0M	85
Q1 2026	$197.4M	72
Q4 2025	$179.3M	63
Q3 2025	$156.9M	67
Q2 2025	$139.2M	65
Q1 2025	$109.7M	51
Q4 2024	$113.5M	50

Questions about Everest Private Wealth's portfolio

What stocks does Everest Private Wealth own?

Everest Private Wealth's latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 85 positions worth $268.0M. The largest are Dimensional ETF Trust (DFUS) at 21.0%, Goldman Sachs ETF Tr (GBIL) at 9.8%, Ea Series Trust (AAEQ) at 7.5%, Alphabet Inc (GOOG) at 6.6% and Alphabet Inc (GOOGL) at 5.9%.

What did Everest Private Wealth buy last quarter?

In Q2 2026, Everest Private Wealth added Goldman Sachs ETF Tr (GBIL) (+1673.4% shares), Rbb Fd Inc (CPAG) (+644.3% shares) and Arista Networks Inc (ANET) (+626.2% shares), compared with its Q1 2026 filing.

What did Everest Private Wealth sell last quarter?

In Q2 2026, Everest Private Wealth cut from its top 50 Ares Management Corp (ARES), cut from its top 50 Intuit (INTU), cut from its top 50 Pgim ETF Tr (PAAA), cut from its top 50 Costco Wholesale Corporation (COST), Goldman Sachs ETF Tr (GSST) (-66.5% shares), Applied Matls Inc (AMAT) (-52.5% shares) and Walmart Inc (WMT) (-52.0% shares), compared with its Q1 2026 filing.

When is Everest Private Wealth's next 13F filing due?

13F filings are due 45 days after each quarter ends. Everest Private Wealth'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 Private Wealth manage?

Everest Private Wealth reported $410.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $268.0M.