Everest Management Corp.

Est. AUM

$197.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$45.7M	645075	23.17%	SOLE
2	EA SERIES TRUST	ALPHA ARCHITECT	$17.7M	380489	8.97%	SOLE
3	ALPHABET INC	CAP STK CL C	$12.6M	43954	6.39%	SOLE
4	ALPHABET INC	CAP STK CL A	$12.5M	43602	6.35%	SOLE
5	NVIDIA CORPORATION	COM	$8.2M	46874	4.14%	SOLE
6	EA SERIES TRUST	ALPHA ARCHITECT	$7.8M	158603	3.93%	SOLE
7	BROADCOM INC	COM	$6.7M	21759	3.41%	SOLE
8	VANGUARD INDEX FDS	S&P 500 ETF SHS	$6.2M	10374	3.14%	SOLE
9	ARES MANAGEMENT CORPORATION	CL A COM STK	$5.6M	224154	2.84%	SOLE
10	APPLE INC	COM	$5.4M	21395	2.75%	SOLE
11	AMAZON COM INC	COM	$5.3M	25483	2.69%	SOLE
12	ISHARES TR	CORE MSCI TOTAL	$4.5M	51676	2.27%	SOLE
13	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$4.2M	108049	2.13%	SOLE
14	VANGUARD INDEX FDS	TOTAL STK MKT	$4.1M	12770	2.08%	SOLE
15	VANGUARD STAR FDS	VG TL INTL STK F	$4.0M	51303	2.00%	SOLE
16	MICROSOFT CORP	COM	$3.5M	9504	1.78%	SOLE
17	APPLIED MATLS INC	COM	$3.2M	9220	1.60%	SOLE
18	GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$2.6M	20422	1.29%	SOLE
19	VANGUARD INDEX FDS	VALUE ETF	$2.2M	11287	1.12%	SOLE
20	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$2.2M	59190	1.10%	SOLE
21	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$2.1M	10866	1.06%	SOLE
22	GOLDMAN SACHS ETF TR	ULTRA SHORT BOND	$1.9M	37420	0.96%	SOLE
23	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$1.5M	47336	0.77%	SOLE
24	VISA INC	COM CL A	$1.5M	4923	0.75%	SOLE
25	GOLDMAN SACHS ETF TR	ACCES TREASURY	$1.5M	14819	0.75%	SOLE
26	WALMART INC	COM	$1.5M	11915	0.75%	SOLE
27	ORACLE CORP	COM	$1.2M	8078	0.60%	SOLE
28	PGIM ETF TR	PGIM ULTRA SH BD	$1.1M	22698	0.57%	SOLE
29	ISHARES TR	CORE S&P500 ETF	$1.1M	1716	0.57%	SOLE
30	J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$1.1M	17243	0.54%	SOLE
31	ISHARES TR	SP SMCP600VL ETF	$973K	8216	0.49%	SOLE
32	RBB FD INC	F/M COMPOUNDR US	$894K	8751	0.45%	SOLE
33	SOUND POINT MERIDIAN CAP INC	COMMON STOCK	$867K	96819	0.44%	SOLE
34	WISDOMTREE TR	EMG MKTS SMCAP	$775K	12888	0.39%	SOLE
35	META PLATFORMS INC	CL A	$743K	1299	0.38%	SOLE
36	TESLA INC	COM	$716K	1926	0.36%	SOLE
37	INTUIT	COM	$709K	1639	0.36%	SOLE
38	SALESFORCE INC	COM	$677K	3629	0.34%	SOLE
39	MICRON TECHNOLOGY INC	COM	$664K	1965	0.34%	SOLE
40	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$638K	10716	0.32%	SOLE
41	ELI LILLY & CO	COM	$622K	676	0.32%	SOLE
42	CISCO SYS INC	COM	$608K	7832	0.31%	SOLE
43	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$548K	1144	0.28%	SOLE
44	VANGUARD INDEX FDS	GROWTH ETF	$526K	1203	0.27%	SOLE
45	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$523K	10882	0.26%	SOLE
46	ARISTA NETWORKS INC	COM SHS	$516K	4205	0.26%	SOLE
47	JPMORGAN CHASE & CO	COM	$491K	1669	0.25%	SOLE
48	PGIM ETF TR	AAA CLO ETF	$486K	9487	0.25%	SOLE
49	ADVANCED MICRO DEVICES INC	COM	$451K	2218	0.23%	SOLE
50	COSTCO WHOLESALE CORPORATION	COM	$432K	434	0.22%	SOLE

1–50 of 72

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