Everest Financial Group LLC
13F Reported Value
ⓘ$607.3M
Holdings
199
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Everest Financial Group LLC disclosed 199 positions worth $607.3M in its Form 13F-HR for Q1 2026, led by $AMZN (AMAZON COM INC) at 5.1% of the equity portfolio, followed by $GOOG and $MSFT. During the quarter the fund opened 110 new positions and exited 3 and a full exit from $ON. The portfolio is most concentrated in Technology (38.2% of disclosed assets). All figures are sourced directly from Everest Financial Group LLC’s Form 13F-HR filing with the SEC under CIK 2056391.
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 74.6#152
Quality
$30.8M147,787 sh - 80.2#45
Quality
$29.2M101,403 sh - 83.7#15
Quality
$29.0M78,266 sh - —
Quality
$28.7M249,841 sh - 90.2
Quality
$27.5M157,900 sh SCHWAB STRATEGIC TR
—Quality
$22.1M720,195 sh- $21.1M62,341 sh
- 76.1
Quality
$21.0M82,933 sh - —
Quality
$16.1M156,169 sh J P MORGAN EXCHANGE TRADED F
—Quality
$15.2M268,497 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| 74.6#152 | $30.8M | 147,787 | |
| 80.2#45 | $29.2M | 101,403 | |
| 83.7#15 | $29.0M | 78,266 | |
| — | $28.7M | 249,841 | |
| 90.2 | $27.5M | 157,900 | |
| SCHWAB STRATEGIC TR | — | $22.1M | 720,195 |
| — | $21.1M | 62,341 | |
| 76.1 | $21.0M | 82,933 | |
| — | $16.1M | 156,169 | |
| J P MORGAN EXCHANGE TRADED F | — | $15.2M | 268,497 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Everest Financial Group LLC's 199 positions.
Showing top 10 of 199 holdings.
Sector Allocation
Technology
$232.2M
Other
$172.5M
Financials
$102.0M
Consumer Discretionary
$37.0M
Industrials
$26.6M
Healthcare
$14.4M
Energy
$11.5M
Consumer Staples
$3.3M
Full Holdings — Everest Financial Group LLC (Q1 2026)
All 199 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | AMAZON COM INC | $30.8M | 5.1% | +14% | 74.6 | |
| 2 | Alphabet Inc. | $29.2M | 4.8% | +1% | 80.2 | |
| 3 | MICROSOFT CORP | $29.0M | 4.8% | +12% | 83.7 | |
| 4 | Invesco Ltd. | $28.7M | 4.7% | +5% | — | |
| 5 | NVIDIA CORP | $27.5M | 4.5% | +14% | 90.2 | |
| 6 | — | SCHWAB STRATEGIC TR | $22.1M | 3.6% | -16% | — |
| 7 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $21.1M | 3.5% | +9% | — | |
| 8 | Apple Inc. | $21.0M | 3.5% | +21% | 76.1 | |
| 9 | Invesco Ltd. | $16.1M | 2.7% | -3% | — | |
| 10 | — | J P MORGAN EXCHANGE TRADED F | $15.2M | 2.5% | +19% | — |
| 11 | Meta Platforms, Inc. | $15.1M | 2.5% | +23% | 80.9 | |
| 12 | Broadcom Inc. | $14.2M | 2.3% | +31% | 86.4 | |
| 13 | ServiceNow, Inc. | $11.0M | 1.8% | +19% | 76 | |
| 14 | Palo Alto Networks Inc | $10.5M | 1.7% | +19% | 66.5 | |
| 15 | BERKSHIRE HATHAWAY INC | $10.3M | 1.7% | +44% | 64.5 | |
| 16 | VISA INC. | $10.2M | 1.7% | +25% | 83.5 | |
| 17 | — | SCHWAB STRATEGIC TR | $9.7M | 1.6% | +33% | — |
| 18 | — | SELECT SECTOR SPDR TR | $9.5M | 1.6% | +24% | — |
| 19 | ASML HOLDING NV | $9.3M | 1.5% | +15% | — | |
| 20 | — | VANGUARD INDEX FDS | $9.2M | 1.5% | NEW | — |
| 21 | UNITEDHEALTH GROUP INC | $9.2M | 1.5% | +18% | 66.8 | |
| 22 | ADVANCED MICRO DEVICES INC | $8.6M | 1.4% | +5% | 78.8 | |
| 23 | CrowdStrike Holdings, Inc. | $8.6M | 1.4% | +4% | 55 | |
| 24 | MICRON TECHNOLOGY INC | $7.3M | 1.2% | +2% | 88.4 | |
| 25 | — | ISHARES TR | $6.9M | 1.1% | +5% | — |
| 26 | Uber Technologies, Inc | $6.7M | 1.1% | +28% | 79.3 | |
| 27 | Salesforce, Inc. | $6.4M | 1.1% | +4% | 75.2 | |
| 28 | ISHARES GOLD TRUST | $6.2M | 1.0% | +0% | — | |
| 29 | Eaton Corp plc | $6.1M | 1.0% | NEW | — | |
| 30 | Energy Transfer LP | $6.0M | 1.0% | -1% | 64.5 | |
| 31 | Alphabet Inc. | $5.9M | 1.0% | +347% | 80.2 | |
| 32 | — | ISHARES TR | $5.5M | 0.9% | NEW | — |
| 33 | — | DIMENSIONAL ETF TRUST | $5.1M | 0.8% | NEW | — |
| 34 | Sprott Physical Silver Trust | $4.6M | 0.8% | NEW | — | |
| 35 | JPMORGAN CHASE & CO | $4.2M | 0.7% | +57% | 35.6 | |
| 36 | Mastercard Inc | $4.0M | 0.7% | +69% | 81.7 | |
| 37 | — | VANGUARD WORLD FD | $3.9M | 0.7% | NEW | — |
| 38 | DELTA AIR LINES, INC. | $3.9M | 0.7% | -2% | 64.4 | |
| 39 | Tesla, Inc. | $3.9M | 0.6% | +16% | 50.1 | |
| 40 | EXXON MOBIL CORP | $3.7M | 0.6% | +81% | 61.8 | |
| 41 | — | FIDELITY COVINGTON TRUST | $3.4M | 0.6% | NEW | — |
| 42 | Dell Technologies Inc. | $3.4M | 0.6% | +500% | 76 | |
| 43 | — | PROSHARES TR | $3.4M | 0.6% | NEW | — |
| 44 | — | DIMENSIONAL ETF TRUST | $3.3M | 0.6% | NEW | — |
| 45 | — | DIMENSIONAL ETF TRUST | $3.2M | 0.5% | NEW | — |
| 46 | — | DIMENSIONAL ETF TRUST | $3.1M | 0.5% | NEW | — |
| 47 | — | J P MORGAN EXCHANGE TRADED F | $2.8M | 0.5% | +54% | — |
| 48 | — | ISHARES TR | $2.6M | 0.4% | NEW | — |
| 49 | — | PUTNAM ETF TRUST | $2.6M | 0.4% | +788% | — |
| 50 | — | ISHARES TR | $2.5M | 0.4% | NEW | — |
| 51 | — | SELECT SECTOR SPDR TR | $2.5M | 0.4% | NEW | — |
| 52 | — | RBB FUND TRUST | $2.5M | 0.4% | NEW | — |
| 53 | ECOLAB INC. | $2.3M | 0.4% | +5% | 64.3 | |
| 54 | Invesco Ltd. | $2.3M | 0.4% | +6% | — | |
| 55 | — | JANUS DETROIT STR TR | $2.2M | 0.4% | NEW | — |
| 56 | — | SELECT SECTOR SPDR TR | $2.1M | 0.3% | NEW | — |
| 57 | — | DIMENSIONAL ETF TRUST | $2.0M | 0.3% | NEW | — |
| 58 | COSTCO WHOLESALE CORP /NEW | $2.0M | 0.3% | +284% | 67 | |
| 59 | — | FIRST TR EXCHANGE TRADED FD | $1.9M | 0.3% | NEW | — |
| 60 | — | SELECT SECTOR SPDR TR | $1.9M | 0.3% | NEW | — |
| 61 | GRACO INC | $1.8M | 0.3% | +2% | 67.2 | |
| 62 | — | ETF SER SOLUTIONS | $1.8M | 0.3% | NEW | — |
| 63 | GOLDMAN SACHS GROUP INC | $1.7M | 0.3% | +19% | — | |
| 64 | SPDR GOLD TRUST | $1.7M | 0.3% | +195% | — | |
| 65 | — | DIMENSIONAL ETF TRUST | $1.6M | 0.3% | NEW | — |
| 66 | — | FIRST TR EXCHNG TRADED FD VI | $1.5M | 0.3% | +140% | — |
| 67 | — | SELECT SECTOR SPDR TR | $1.5M | 0.3% | NEW | — |
| 68 | — | FIRST TR EXCHANGE TRADED FD | $1.5M | 0.3% | NEW | — |
| 69 | APPLIED MATERIALS INC /DE | $1.5M | 0.3% | NEW | 74.8 | |
| 70 | SCHWAB CHARLES CORP | $1.5M | 0.2% | -0% | 77.2 | |
| 71 | — | SPDR SERIES TRUST | $1.4M | 0.2% | +0% | — |
| 72 | FAIR ISAAC CORP | $1.4M | 0.2% | NEW | 75.6 | |
| 73 | — | VANGUARD INDEX FDS | $1.4M | 0.2% | NEW | — |
| 74 | — | FIDELITY COVINGTON TRUST | $1.3M | 0.2% | +7% | — |
| 75 | WESCO INTERNATIONAL INC | $1.3M | 0.2% | NEW | 55.4 | |
| 76 | — | DIMENSIONAL ETF TRUST | $1.3M | 0.2% | NEW | — |
| 77 | Merck & Co., Inc. | $1.3M | 0.2% | NEW | 70.9 | |
| 78 | PROCTER & GAMBLE Co | $1.2M | 0.2% | NEW | 72.9 | |
| 79 | — | VANGUARD WORLD FD | $1.2M | 0.2% | -2% | — |
| 80 | — | SELECT SECTOR SPDR TR | $1.2M | 0.2% | +109% | — |
| 81 | — | ALPS ETF TR | $1.2M | 0.2% | NEW | — |
| 82 | — | DIMENSIONAL ETF TRUST | $1.2M | 0.2% | NEW | — |
| 83 | — | DIMENSIONAL ETF TRUST | $1.2M | 0.2% | NEW | — |
| 84 | COCA COLA CO | $1.1M | 0.2% | NEW | 74 | |
| 85 | US BANCORP DE | $1.1M | 0.2% | +22% | 71.4 | |
| 86 | VERIZON COMMUNICATIONS INC | $1.1M | 0.2% | NEW | 71.6 | |
| 87 | MORGAN STANLEY | $1.0M | 0.2% | +3% | — | |
| 88 | — | DIMENSIONAL ETF TRUST | $1.0M | 0.2% | NEW | — |
| 89 | Booking Holdings Inc. | $1.0M | 0.2% | NEW | 55.3 | |
| 90 | TARGET CORP | $1.0M | 0.2% | NEW | 53.1 | |
| 91 | HSBC HOLDINGS PLC | $995,407 | 0.2% | +0% | — | |
| 92 | CITIGROUP INC | $989,016 | 0.2% | +37% | 54.8 | |
| 93 | Invesco Ltd. | $959,101 | 0.2% | NEW | — | |
| 94 | iShares Silver Trust | $951,030 | 0.2% | +101% | — | |
| 95 | — | FIRST TR EXCHANGE-TRADED FD | $933,750 | 0.1% | NEW | — |
| 96 | — | SELECT SECTOR SPDR TR | $919,806 | 0.1% | +201% | — |
| 97 | — | FIRST TR EXCHANGE-TRADED FD | $918,590 | 0.1% | NEW | — |
| 98 | XCEL ENERGY INC | $861,067 | 0.1% | +101% | — | |
| 99 | Invesco Ltd. | $801,282 | 0.1% | NEW | — | |
| 100 | Chubb Ltd | $792,681 | 0.1% | NEW | — | |
| 101 | — | DIMENSIONAL ETF TRUST | $764,987 | 0.1% | NEW | — |
| 102 | AbbVie Inc. | $745,246 | 0.1% | +119% | 59.3 | |
| 103 | — | J P MORGAN EXCHANGE TRADED F | $734,263 | 0.1% | +1% | — |
| 104 | GENERAL MILLS INC | $730,086 | 0.1% | NEW | 64.1 | |
| 105 | — | STATE STR SPDR DOW JONES IND | $728,933 | 0.1% | NEW | — |
| 106 | — | SCHWAB STRATEGIC TR | $723,259 | 0.1% | +43% | — |
| 107 | INVESCO QQQ TRUST, SERIES 1 | $720,208 | 0.1% | NEW | — | |
| 108 | BlackRock, Inc. | $703,130 | 0.1% | +2% | 70.3 | |
| 109 | Sila Realty Trust, Inc. | $699,586 | 0.1% | NEW | 51.3 | |
| 110 | — | VANGUARD WHITEHALL FDS | $685,517 | 0.1% | NEW | — |
| 111 | WELLS FARGO & COMPANY/MN | $676,996 | 0.1% | +140% | — | |
| 112 | ALBEMARLE CORP | $657,724 | 0.1% | NEW | 50.2 | |
| 113 | — | FIRST TR EXCHANGE-TRADED FD | $636,877 | 0.1% | NEW | — |
| 114 | — | DIMENSIONAL ETF TRUST | $616,499 | 0.1% | NEW | — |
| 115 | QUALCOMM INC/DE | $615,790 | 0.1% | -0% | 81.9 | |
| 116 | — | VANGUARD BD INDEX FDS | $615,649 | 0.1% | +64% | — |
| 117 | SPDR S&P 500 ETF TRUST | $610,590 | 0.1% | +86% | — | |
| 118 | — | SCHWAB STRATEGIC TR | $603,896 | 0.1% | NEW | — |
| 119 | ELI LILLY & Co | $591,788 | 0.1% | NEW | 89.3 | |
| 120 | AMERICAN EXPRESS CO | $589,677 | 0.1% | +5% | 73.2 | |
| 121 | CONOCOPHILLIPS | $581,258 | 0.1% | -29% | 74.8 | |
| 122 | — | VANGUARD SPECIALIZED FUNDS | $554,016 | 0.1% | NEW | — |
| 123 | FIRST SOLAR, INC. | $544,043 | 0.1% | NEW | 73.8 | |
| 124 | — | SCHWAB STRATEGIC TR | $538,258 | 0.1% | NEW | — |
| 125 | — | VANGUARD INDEX FDS | $530,037 | 0.1% | +76% | — |
| 126 | American Healthcare REIT, Inc. | $529,625 | 0.1% | NEW | 63.7 | |
| 127 | AMGEN INC | $529,522 | 0.1% | NEW | 79.5 | |
| 128 | — | J P MORGAN EXCHANGE TRADED F | $528,354 | 0.1% | -29% | — |
| 129 | JOHNSON & JOHNSON | $517,783 | 0.1% | +71% | 72.8 | |
| 130 | Walmart Inc. | $508,522 | 0.1% | +75% | 63.2 | |
| 131 | 3M CO | $505,209 | 0.1% | NEW | 60.7 | |
| 132 | CUMMINS INC | $504,789 | 0.1% | +3% | 58.9 | |
| 133 | FS KKR Capital Corp | $493,794 | 0.1% | NEW | — | |
| 134 | PIMCO CORPORATE & INCOME OPPORTUNITY FUND | $479,050 | 0.1% | NEW | — | |
| 135 | INTERNATIONAL BUSINESS MACHINES CORP | $477,796 | 0.1% | NEW | 66.7 | |
| 136 | — | DIMENSIONAL ETF TRUST | $473,769 | 0.1% | NEW | — |
| 137 | Marvell Technology, Inc. | $470,488 | 0.1% | NEW | 77.3 | |
| 138 | ONEOK INC /NEW/ | $466,221 | 0.1% | NEW | 72 | |
| 139 | Blackstone Inc. | $462,614 | 0.1% | +49% | 68 | |
| 140 | — | DIMENSIONAL ETF TRUST | $459,615 | 0.1% | NEW | — |
| 141 | — | ISHARES TR | $457,728 | 0.1% | +11% | — |
| 142 | — | FIRST TR EXCHANGE TRADED FD | $424,575 | 0.1% | NEW | — |
| 143 | General Motors Co | $410,021 | 0.1% | -12% | 58.7 | |
| 144 | CISCO SYSTEMS, INC. | $408,730 | 0.1% | NEW | 72.3 | |
| 145 | — | PGIM ETF TR | $401,756 | 0.1% | +69% | — |
| 146 | THERMO FISHER SCIENTIFIC INC. | $400,625 | 0.1% | -23% | 63.7 | |
| 147 | — | SPDR SERIES TRUST | $368,822 | 0.1% | NEW | — |
| 148 | ADOBE INC. | $368,266 | 0.1% | -2% | 80.4 | |
| 149 | — | CAPITAL GROUP INTERNATIONAL | $365,038 | 0.1% | NEW | — |
| 150 | — | DIMENSIONAL ETF TRUST | $340,887 | 0.1% | NEW | — |
| 151 | — | FIRST TR EXCHANGE TRAD FD VI | $337,124 | 0.1% | NEW | — |
| 152 | — | JANUS DETROIT STR TR | $328,620 | 0.1% | NEW | — |
| 153 | GILEAD SCIENCES, INC. | $319,680 | 0.1% | +0% | 77.8 | |
| 154 | AGNC Investment Corp. | $312,936 | 0.1% | NEW | — | |
| 155 | — | DIMENSIONAL ETF TRUST | $308,582 | 0.1% | NEW | — |
| 156 | — | FIRST TR EXCHANGE-TRADED FD | $308,332 | 0.1% | NEW | — |
| 157 | — | FIRST TR EXCH TRADED FD III | $303,525 | 0.1% | NEW | — |
| 158 | ENTERPRISE PRODUCTS PARTNERS L.P. | $298,396 | 0.1% | +4% | 66.4 | |
| 159 | — | ISHARES TR | $295,917 | 0.1% | NEW | — |
| 160 | CELESTICA INC | $295,764 | 0.1% | NEW | 69 | |
| 161 | — | DIMENSIONAL ETF TRUST | $289,320 | 0.1% | NEW | — |
| 162 | — | SCHWAB STRATEGIC TR | $282,349 | 0.1% | NEW | — |
| 163 | ABBOTT LABORATORIES | $282,160 | 0.1% | +55% | 67 | |
| 164 | CHEVRON CORP | $280,010 | 0.1% | NEW | 54.7 | |
| 165 | BlackRock Municipal 2030 Target Term Trust | $278,643 | 0.1% | NEW | — | |
| 166 | — | J P MORGAN EXCHANGE TRADED F | $273,269 | 0.0% | -1% | — |
| 167 | — | FIRST TR EXCHANGE-TRADED FD | $272,177 | 0.0% | NEW | — |
| 168 | Snowflake Inc. | $269,214 | 0.0% | +47% | 49.6 | |
| 169 | — | J P MORGAN EXCHANGE TRADED F | $269,140 | 0.0% | NEW | — |
| 170 | RIO TINTO PLC | $267,272 | 0.0% | NEW | — | |
| 171 | SSR MINING INC. | $264,352 | 0.0% | NEW | 61.9 | |
| 172 | — | SCHWAB STRATEGIC TR | $262,144 | 0.0% | NEW | — |
| 173 | NETFLIX INC | $260,087 | 0.0% | NEW | 86.7 | |
| 174 | Walt Disney Co | $256,049 | 0.0% | +45% | 68.9 | |
| 175 | Invesco Ltd. | $255,374 | 0.0% | NEW | — | |
| 176 | — | AMPLIFY ETF TR | $255,158 | 0.0% | NEW | — |
| 177 | — | ANGEL OAK FUNDS TRUST | $254,669 | 0.0% | NEW | — |
| 178 | VICI PROPERTIES INC. | $251,344 | 0.0% | NEW | 76.2 | |
| 179 | Celsius Holdings, Inc. | $250,240 | 0.0% | +0% | 63 | |
| 180 | WORKIVA INC | $249,373 | 0.0% | +0% | 52.8 | |
| 181 | BP PLC | $247,085 | 0.0% | NEW | — | |
| 182 | — | ISHARES TR | $244,770 | 0.0% | -2% | — |
| 183 | Palantir Technologies Inc. | $243,995 | 0.0% | NEW | 85.8 | |
| 184 | — | VANGUARD INSTL INDEX FD | $238,935 | 0.0% | NEW | — |
| 185 | — | DIMENSIONAL ETF TRUST | $238,916 | 0.0% | NEW | — |
| 186 | — | TIDAL TRUST II | $230,880 | 0.0% | NEW | — |
| 187 | — | PGIM ETF TR | $226,432 | 0.0% | NEW | — |
| 188 | GSK plc | $225,230 | 0.0% | NEW | — | |
| 189 | NOVO NORDISK A S | $225,058 | 0.0% | NEW | — | |
| 190 | — | PACER FDS TR | $217,155 | 0.0% | NEW | — |
| 191 | MCDONALDS CORP | $216,178 | 0.0% | NEW | 73.9 | |
| 192 | — | SPDR SERIES TRUST | $216,177 | 0.0% | NEW | — |
| 193 | — | NEOS ETF TRUST | $213,667 | 0.0% | NEW | — |
| 194 | — | FIDELITY MERRIMACK STR TR | $212,822 | 0.0% | NEW | — |
| 195 | CATERPILLAR INC | $208,655 | 0.0% | NEW | 67.8 | |
| 196 | THOMSON REUTERS CORP /CAN/ | $204,075 | 0.0% | NEW | — | |
| 197 | SYSCO CORP | $201,418 | 0.0% | NEW | 58.4 | |
| 198 | AT&T INC. | $200,750 | 0.0% | NEW | 71.9 | |
| 199 | Blue Owl Capital Corp | $121,660 | 0.0% | NEW | — |
New Positions (110)
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