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Disclosery

13F-HR filed by Everest Private Wealth

Everest Private Wealth filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-06, with 67 holding rows worth $156,866,041.

Accession
0001951757-25-001285
Filer
CIK 2056683
Filed
2025-11-06
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 67 entries on the cover page, a total value of $156,866,041 stated on the cover page (in dollars after the unit check, H1), rows summing to $156,866,041 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 filedCUSIPClassAmountValueValue read asType
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF756,729$54,817,469dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM43,506$10,576,309dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM42,299$10,301,921dollars as filed
Vanguard S&P 500 ETF922908363COM10,615$6,500,479dollars as filed
Broadcom Inc.11135F101COM14,148$4,667,567dollars as filed
Apple Inc037833100COM17,285$4,401,196dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 2114,049$4,398,870dollars as filed
Microsoft Corp594918104COM8,474$4,389,108dollars as filed
ISHARES TR46432F834COM51,676$4,267,404dollars as filed
Goldman Sachs Access Treasury 0-1 Year ETF381430529SHS36,677$3,676,100dollars as filed
NVIDIA Corp67066G104COM19,574$3,652,117dollars as filed
VANGUARD STAR FDS921909768COM48,484$3,561,664dollars as filed
VTI922908769COM8,865$2,909,302dollars as filed
GOLDMAN SACHS ETF TR381430503ACTIVEBETA US LG21,183$2,759,721dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM12,088$2,293,153dollars as filed
Vanguard Value ETF922908744SHS11,814$2,203,159dollars as filed
Visa Inc92826C839COM5,012$1,710,997dollars as filed
Amazon.com, Inc023135106COM7,331$1,609,668dollars as filed
Oracle Corporation68389X105COM5,265$1,480,729dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS54,462$1,434,529dollars as filed
SOUND POINT MERIDIAN CAP INC83617A108CMN75,555$1,310,879dollars as filed
DIMENSIONAL ETF TRUST25434V765INTL HIGH PROFIT42,866$1,302,912dollars as filed
PGIM ETF TR69344A107PGIM ULTRA SH BD24,703$1,230,934dollars as filed
iShares S&P Small-Cap 600 Value ETF464287879SHS10,283$1,137,247dollars as filed
Intuit Inc.461202103COM1,649$1,126,119dollars as filed
PGIM69344A834MUTUAL FUNDS -21,672$1,116,111dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q761US QUALTY FCTR17,429$1,096,468dollars as filed
DIMENSIONAL ETF TRUST25434V831US HIGH PROF ETF27,768$1,048,797dollars as filed
META PLATFORMS INC CL A30303M102COM1,286$944,413dollars as filed
GOLDMAN SACHS ETF TR381430230ULTR SHOR BD ETF16,937$858,694dollars as filed
Tesla Motors, Inc88160R101COM1,917$852,528dollars as filed
Salesforce.com, Inc79466L302COM3,370$798,690dollars as filed
Vanguard Growth922908736COM1,628$780,833dollars as filed
WISDOMTREE TR97717W281EMG MKTS SMCAP11,635$664,355dollars as filed
ISHARES TR464288414NATIONAL MUN ETF6,015$640,537dollars as filed
ARISTA NETWORKS INC040413205COM3,767$548,890dollars as filed
Vanguard Total International Bond Index Fund ETF92203J407SHS10,882$538,224dollars as filed
JPMorgan Chase & Co46625H100COM1,688$532,446dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK1,117$523,412dollars as filed
Berkshire Hathaway Inc084670702COM1,029$517,319dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF1,259$460,139dollars as filed
SPY78462F103SHS571$380,498dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS6,187$370,725dollars as filed
Netflix, Inc64110L106COM303$363,273dollars as filed
Costco Wholesale Corporation22160K105COM386$357,293dollars as filed
Eli Lilly and Company532457108COM426$325,038dollars as filed
Advanced Micro Devices,Inc.007903107COM1,989$321,800dollars as filed
VGT92204A702SHS422$315,078dollars as filed
MasterCard, Inc57636Q104COM533$303,176dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS4,498$296,508dollars as filed
iShares S&P 500 Growth ETF464287309SHS2,408$290,694dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS420$281,381dollars as filed
SPDR INDEX SHS FDS78463X756S&P EMKTSC ETF4,074$274,139dollars as filed
Walmart Inc.931142103COM2,624$270,429dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE8,585$269,397dollars as filed
AbbVie,Inc.00287Y109COM1,137$263,261dollars as filed
EXXON MOBIL CORP30231G102COM2,288$257,972dollars as filed
Johnson & Johnson478160104COM1,368$253,655dollars as filed
Home Depot, Inc437076102COM615$249,192dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF10,550$245,604dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF762$234,589dollars as filed
SYNOPSYS INC COM871607107Stock466$229,920dollars as filed
Vanguard Extended Market ETF922908652SHS1,064$222,738dollars as filed
Palantir Technologies Inc. Class A69608A108COM1,215$221,640dollars as filed
Bank of America Corp060505104COM4,173$215,285dollars as filed
UnitedHealth Group Inc91324P102COM598$206,489dollars as filed
General Electric Company369604301COM681$204,858dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001951757-25-001285this filing2025-11-06acceptance time not in the bulk data set