Everest Financial Group LLC

Est. AUM

$607.3M

13F long equity, this entity only

Positions

199

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	AMAZON COM INC	COM	$30.8M	147787	5.07%	SOLE
2	ALPHABET INC	CAP STK CL A	$29.2M	101403	4.80%	SOLE
3	MICROSOFT CORP	COM	$29.0M	78266	4.77%	SOLE
4	INVESCO EXCH TRADED FD TR II	S&P 500 REVENUE	$28.7M	249841	4.73%	SOLE
5	NVIDIA CORPORATION	COM	$27.5M	157900	4.53%	SOLE
6	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$22.1M	720195	3.64%	SOLE
7	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$21.1M	62341	3.47%	SOLE
8	APPLE INC	COM	$21.0M	82933	3.47%	SOLE
9	INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$16.1M	156169	2.66%	SOLE
10	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$15.2M	268497	2.51%	SOLE
11	META PLATFORMS INC	CL A	$15.1M	26449	2.49%	SOLE
12	BROADCOM INC	COM	$14.2M	45822	2.34%	SOLE
13	SERVICENOW INC	COM	$11.0M	104769	1.80%	SOLE
14	PALO ALTO NETWORKS INC	COM	$10.5M	65462	1.73%	SOLE
15	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$10.3M	21440	1.69%	SOLE
16	VISA INC	COM CL A	$10.2M	33844	1.68%	SOLE
17	SCHWAB STRATEGIC TR	US LCAP GR ETF	$9.7M	332460	1.59%	SOLE
18	SELECT SECTOR SPDR TR	STATE STREET FIN	$9.5M	191681	1.56%	SOLE
19	ASML HLDG NV	N Y REGISTRY SHS	$9.3M	7059	1.54%	SOLE
20	VANGUARD INDEX FDS	S&P 500 ETF SHS	$9.2M	15436	1.52%	SOLE
21	UNITEDHEALTH GROUP INC	COM	$9.2M	33965	1.51%	SOLE
22	ADVANCED MICRO DEVICES INC	COM	$8.6M	42365	1.42%	SOLE
23	CROWDSTRIKE HLDGS INC	CL A	$8.6M	22052	1.42%	SOLE
24	MICRON TECHNOLOGY INC	COM	$7.3M	21530	1.20%	SOLE
25	ISHARES TR	RUS TP200 GR ETF	$6.9M	27646	1.13%	SOLE
26	UBER TECHNOLOGIES INC	COM	$6.7M	92799	1.10%	SOLE
27	SALESFORCE INC	COM	$6.4M	34532	1.06%	SOLE
28	ISHARES GOLD TR	ISHARES NEW	$6.2M	70726	1.03%	SOLE
29	EATON CORP PLC	SHS	$6.1M	17035	1.00%	SOLE
30	ENERGY TRANSFER L P	COM UT LTD PTN	$6.0M	308726	0.98%	SOLE
31	ALPHABET INC	CAP STK CL C	$5.9M	20414	0.96%	SOLE
32	ISHARES TR	FLTG RATE NT ETF	$5.5M	108129	0.91%	SOLE
33	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$5.1M	131015	0.84%	SOLE
34	SPROTT ASSET MANAGEMENT LP	PHYSICAL SILVER	$4.6M	188965	0.76%	SOLE
35	JPMORGAN CHASE & CO	COM	$4.2M	14249	0.69%	SOLE
36	MASTERCARD INCORPORATED	CL A	$4.0M	7914	0.65%	SOLE
37	VANGUARD WORLD FD	INF TECH ETF	$3.9M	5643	0.65%	SOLE
38	DELTA AIR LINES INC	COM NEW	$3.9M	58939	0.65%	SOLE
39	TESLA INC	COM	$3.9M	10411	0.64%	SOLE
40	EXXON MOBIL CORP	COM	$3.7M	21867	0.61%	SOLE
41	FIDELITY COVINGTON TRUST	ENHANCED INTL	$3.4M	92290	0.57%	SOLE
42	DELL TECHNOLOGIES INC	CL C	$3.4M	20761	0.56%	SOLE
43	PROSHARES TR	S&P 500 DV ARIST	$3.4M	31974	0.56%	SOLE
44	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$3.3M	46954	0.55%	SOLE
45	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$3.2M	83108	0.53%	SOLE
46	DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$3.1M	60381	0.50%	SOLE
47	J P MORGAN EXCHANGE TRADED F	INCOME ETF	$2.8M	61307	0.46%	SOLE
48	ISHARES TR	CORE S&P500 ETF	$2.6M	3995	0.43%	SOLE
49	PUTNAM ETF TRUST	FOCUSED LAR CAP	$2.6M	55988	0.43%	SOLE
50	ISHARES TR	20 YR TR BD ETF	$2.5M	28913	0.41%	SOLE

1–50 of 199

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.