13F-HR filed by Everest Private Wealth
Everest Private Wealth filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-05, with 65 holding rows worth $139,160,894.
- Accession
- 0001951757-25-001023
- Filer
- CIK 2056683
- Filed
- 2025-08-05
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 65 entries on the cover page, a total value of $139,160,894 stated on the cover page (in dollars after the unit check, H1), rows summing to $139,160,894 with VALUE read as dollars as filed, 13F file number 028-25105. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | 25434V401 | US EQUI MARK ETF | 750,294 | $50,284,713 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 49,148 | $8,661,352 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 43,549 | $7,725,157 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 10,524 | $5,978,027 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 8,332 | $4,144,420 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 114,049 | $4,087,516 | dollars as filed | |
| ISHARES TR | 46432F834 | COM | 51,676 | $3,995,072 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 14,203 | $3,915,057 | dollars as filed | |
| Apple Inc | 037833100 | COM | 16,819 | $3,450,687 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 19,022 | $3,005,286 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 41,625 | $2,875,876 | dollars as filed | |
| VTI | 922908769 | COM | 8,470 | $2,574,165 | dollars as filed | |
| GOLDMAN SACHS ETF TR | 381430503 | ACTIVEBETA US LG | 21,183 | $2,571,193 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 12,084 | $2,196,183 | dollars as filed | |
| Goldman Sachs Access Treasury 0-1 Year ETF | 381430529 | SHS | 21,516 | $2,154,810 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 11,806 | $2,086,591 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 5,014 | $1,780,221 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 7,137 | $1,565,786 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 54,462 | $1,331,051 | dollars as filed | |
| PGIM ETF TR | 69344A107 | PGIM ULTRA SH BD | 26,344 | $1,310,899 | dollars as filed | |
| SOUND POINT MERIDIAN CAP INC | 83617A108 | CMN | 72,858 | $1,302,701 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 1,651 | $1,300,377 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 5,220 | $1,141,249 | dollars as filed | |
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 10,750 | $1,082,418 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q761 | US QUALTY FCTR | 17,423 | $1,046,274 | dollars as filed | |
| iShares S&P Small-Cap 600 Value ETF | 464287879 | SHS | 10,283 | $1,023,101 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 9,245 | $965,918 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,259 | $929,255 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 3,407 | $929,055 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V831 | US HIGH PROF ETF | 23,566 | $838,007 | dollars as filed | |
| GOLDMAN SACHS ETF TR | 381430230 | ULTR SHOR BD ETF | 14,495 | $732,934 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 1,628 | $713,525 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V765 | INTL HIGH PROFIT | 22,730 | $670,308 | dollars as filed | |
| PGIM | 69344A834 | MUTUAL FUNDS - | 11,622 | $597,955 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,872 | $594,660 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 10,882 | $538,768 | dollars as filed | |
| WISDOMTREE TR | 97717W281 | EMG MKTS SMCAP | 9,607 | $530,692 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 991 | $481,398 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,639 | $475,162 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 1,117 | $474,404 | dollars as filed | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 1,259 | $427,519 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 300 | $401,739 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 399 | $394,986 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 3,745 | $383,151 | dollars as filed | |
| SCHD | 808524797 | COM | 13,853 | $367,104 | dollars as filed | |
| SPY | 78462F103 | SHS | 570 | $352,061 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 430 | $335,198 | dollars as filed | |
| ZSCALERINC | 98980G102 | STOK | 1,002 | $314,568 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 522 | $293,333 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 1,947 | $276,279 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 2,408 | $265,121 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 420 | $260,971 | dollars as filed | |
| VGT | 92204A702 | SHS | 385 | $255,363 | dollars as filed | |
| SPDR INDEX SHS FDS | 78463X756 | S&P EMKTSC ETF | 4,074 | $252,710 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V880 | WORLD EX US CORE | 8,585 | $252,141 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 2,546 | $248,948 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 475 | $243,523 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 4,250 | $242,292 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 2,238 | $241,256 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 4,624 | $226,716 | dollars as filed | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 762 | $217,399 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 3,616 | $217,068 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 584 | $214,118 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 2,335 | $207,955 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,116 | $207,152 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001951757-25-001023 | this filing | 2025-08-05 | acceptance time not in the bulk data set |