Everest Management Corp. 13F Holdings · Q2 2026
Everest Management Corp. reported 85 securities worth $268.03M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DFUS (20.99%), GBIL (9.82%), AAEQ (7.46%). Among its top 25 positions this quarter: 18 added, 4 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | $56.3M | 20.99% | 686,579 | Added |
| 2 | GBIL | GOLDMAN SACHS ETF TR | $26.3M | 9.82% | 262,807 | Added |
| 3 | AAEQ | EA SERIES TRUST | $20.0M | 7.46% | 375,942 | Trimmed |
| 4 | GOOG | ALPHABET INC | $17.7M | 6.60% | 50,067 | Added |
| 5 | GOOGL | ALPHABET INC | $15.8M | 5.91% | 44,289 | Added |
| 6 | NVDA | NVIDIA CORPORATION | $10.6M | 3.95% | 52,884 | Added |
| 7 | AAPL | APPLE INC | $7.7M | 2.86% | 26,528 | Added |
| 8 | VOO | VANGUARD INDEX FDS | $7.1M | 2.66% | 10,376 | Added |
| 9 | CPAG | RBB FD INC | $6.7M | 2.49% | 65,135 | Added |
| 10 | AAUA | EA SERIES TRUST | $6.4M | 2.37% | 111,578 | Trimmed |
| 11 | AMZN | AMAZON COM INC | $6.2M | 2.31% | 25,978 | Added |
| 12 | VXUS | VANGUARD STAR FDS | $5.6M | 2.08% | 65,060 | Added |
| 13 | ANET | ARISTA NETWORKS INC | $5.2M | 1.94% | 30,537 | Added |
| 14 | MSFT | MICROSOFT CORP | $5.0M | 1.88% | 13,487 | Added |
| 15 | AVGO | BROADCOM INC | $4.9M | 1.84% | 13,067 | Trimmed |
| 16 | IXUS | ISHARES TR | $4.9M | 1.84% | 51,676 | Hold |
| 17 | DFAC | DIMENSIONAL ETF TRUST | $4.8M | 1.79% | 108,049 | Hold |
| 18 | VTI | VANGUARD INDEX FDS | $4.7M | 1.76% | 12,771 | Added |
| 19 | AMAT | APPLIED MATLS INC | $3.2M | 1.18% | 4,375 | Trimmed |
| 20 | GSLC | GOLDMAN SACHS ETF TR | $2.9M | 1.08% | 20,422 | Hold |
| 21 | DUHP | DIMENSIONAL ETF TRUST | $2.5M | 0.93% | 59,820 | Added |
| 22 | V | VISA INC | $2.5M | 0.92% | 7,223 | Added |
| 23 | VTV | VANGUARD INDEX FDS | $2.5M | 0.92% | 11,294 | Added |
| 24 | RSP | INVESCO EXCHANGE TRADED FD T | $2.3M | 0.86% | 10,870 | Added |
| 25 | DIHP | DIMENSIONAL ETF TRUST | $2.1M | 0.79% | 61,708 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR