13F-HR filed by Everest Private Wealth
Everest Private Wealth filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-07, with 85 holding rows worth $268,026,233.
- Accession
- 0001951757-26-001148
- Filer
- CIK 2056683
- Filed
- 2026-08-07
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 85 entries on the cover page, a total value of $268,026,233 stated on the cover page (in dollars after the unit check, H1), rows summing to $268,026,233 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 | 686,579 | $56,258,259 | dollars as filed | |
| Goldman Sachs Access Treasury 0-1 Year ETF | 381430529 | SHS | 262,807 | $26,322,749 | dollars as filed | |
| EA SERIES TRUST | 02072Q358 | ALPHA ARCHITECT | 375,942 | $19,995,183 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 50,067 | $17,690,078 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 44,289 | $15,827,560 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 52,884 | $10,581,655 | dollars as filed | |
| Apple Inc | 037833100 | COM | 26,528 | $7,676,195 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 10,376 | $7,126,658 | dollars as filed | |
| RBB FD INC | 74933W148 | F M CO US AG ETF | 65,135 | $6,685,333 | dollars as filed | |
| EA SERIES TRUST | 02072Q275 | ALPHA ARCHITECT | 111,578 | $6,351,347 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 25,978 | $6,191,597 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 65,060 | $5,562,015 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 30,537 | $5,187,626 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 13,487 | $5,030,851 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 13,067 | $4,936,059 | dollars as filed | |
| ISHARES TR | 46432F834 | COM | 51,676 | $4,931,957 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 108,049 | $4,793,054 | dollars as filed | |
| VTI | 922908769 | COM | 12,771 | $4,725,829 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 4,375 | $3,163,125 | dollars as filed | |
| GOLDMAN SACHS ETF TR | 381430503 | ACTIVEBETA US LG | 20,422 | $2,897,678 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V831 | US HIGH PROF ETF | 59,820 | $2,496,289 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 7,223 | $2,478,139 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 11,294 | $2,461,322 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 10,870 | $2,312,756 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V765 | INTL HIGH PROFIT | 61,708 | $2,105,786 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 3,665 | $1,634,847 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 10,505 | $1,539,508 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 2,376 | $1,380,242 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 3,076 | $1,293,766 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 1,716 | $1,285,095 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 1,104 | $1,274,336 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q761 | US QUALTY FCTR | 17,006 | $1,229,180 | dollars as filed | |
| iShares S&P Small-Cap 600 Value ETF | 464287879 | SHS | 8,216 | $1,123,025 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,954 | $1,100,669 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E420 | CMN | 16,993 | $1,006,900 | dollars as filed | |
| SOUND POINT MERIDIAN CAP INC | 83617A108 | CMN | 100,437 | $994,326 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 8,421 | $989,131 | dollars as filed | |
| WISDOMTREE TR | 97717W281 | EMG MKTS SMCAP | 13,581 | $878,833 | dollars as filed | |
| PGIM ETF TR | 69344A107 | PGIM ULTRA SH BD | 17,349 | $859,662 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 5,715 | $647,281 | dollars as filed | |
| GOLDMAN SACHS ETF TR | 381430230 | ULTR SHOR BD ETF | 12,542 | $634,323 | dollars as filed | |
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 10,716 | $632,030 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 7,219 | $621,865 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,231 | $615,980 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 511 | $612,909 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,730 | $566,281 | dollars as filed | |
| WESTERN DIGITAL CORP | 958102105 | COM | 863 | $551,215 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 10,882 | $527,015 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 3,350 | $524,811 | dollars as filed | |
| VGT | 92204A702 | SHS | 3,776 | $451,308 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V757 | EMERGING MKTS HI | 10,502 | $449,171 | dollars as filed | |
| Intel Corp | 458140100 | COM | 3,198 | $446,537 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 6,224 | $443,460 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 5,286 | $437,892 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 1,652 | $431,172 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 454 | $424,703 | dollars as filed | |
| KLA CORP | 482480100 | COM | 1,368 | $412,739 | dollars as filed | |
| ISHARES TR | 464287523 | COM | 600 | $384,456 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 1,440 | $365,591 | dollars as filed | |
| PGIM | 69344A834 | MUTUAL FUNDS - | 6,944 | $356,018 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 2,571 | $351,507 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 453 | $345,702 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 147 | $334,238 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 883 | $331,408 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 2,408 | $331,172 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 275 | $323,086 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V880 | WORLD EX US CORE | 8,585 | $316,271 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,252 | $315,053 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 754 | $313,503 | dollars as filed | |
| SCHD | 808524797 | COM | 9,790 | $310,441 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 11,008 | $304,922 | dollars as filed | |
| ZSCALERINC | 98980G102 | STOK | 2,156 | $304,319 | dollars as filed | |
| SPDR INDEX SHS FDS | 78463X756 | S&P EMKTSC ETF | 4,074 | $302,719 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 272 | $289,653 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 664 | $287,731 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 4,935 | $281,205 | dollars as filed | |
| General Electric Company | 369604301 | COM | 739 | $276,186 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 472 | $242,419 | dollars as filed | |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 239 | $230,635 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 1,769 | $227,316 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 1,546 | $226,705 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 804 | $226,093 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 1,059 | $221,373 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 3,041 | $217,127 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 1,207 | $200,072 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001951757-26-001148 | this filing | 2026-08-07 | acceptance time not in the bulk data set |