Everest Financial Group LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2056391
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13F Reported Value
ⓘ$738.4M
Holdings
208
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Everest Financial Group LLC disclosed 208 positions worth $738.4M in its Form 13F-HR for Q2 2026, led by $GOOG (Alphabet Inc.) at 5.0% of the equity portfolio, followed by $AMZN and $IVZ. During the quarter the fund opened 20 new positions and exited 13 and a full exit from $PSLV. The portfolio is most concentrated in Technology (43.6% of disclosed assets). All figures are sourced directly from Everest Financial Group LLC’s Form 13F-HR filing with the SEC under CIK 2056391.
AI Fund Analysis
StableSector Allocation
TechnologyOtherFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 78.2#57
Quality
$36.6M102,368 sh - 68.7#300
Quality
$35.2M147,668 sh - —
Quality
$32.2M252,019 sh - 85.9
Quality
$31.7M158,412 sh - $29.9M62,662 sh
- 79.8
Quality
$29.3M78,425 sh - 86.2
Quality
$25.5M22,133 sh - 79.8
Quality
$24.1M41,537 sh - 65.5
Quality
$23.5M68,806 sh - 76.4
Quality
$22.7M78,507 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Alphabet Inc.$GOOG | 78.2#57 | $36.6M | 102,368 |
 AMAZON COM INC$AMZN | 68.7#300 | $35.2M | 147,668 |
 Invesco Ltd.$IVZ | — | $32.2M | 252,019 |
 NVIDIA CORP$NVDA | 85.9 | $31.7M | 158,412 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $29.9M | 62,662 |
 MICROSOFT CORP$MSFT | 79.8 | $29.3M | 78,425 |
 MICRON TECHNOLOGY INC$MU | 86.2 | $25.5M | 22,133 |
 ADVANCED MICRO DEVICES INC$AMD | 79.8 | $24.1M | 41,537 |
 Palo Alto Networks Inc$PANW | 65.5 | $23.5M | 68,806 |
 Apple Inc.$AAPL | 76.4 | $22.7M | 78,507 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Everest Financial Group LLC's 208 positions.
Showing top 10 of 208 holdings.
Sector Allocation
Technology
$321.7M
Other
$195.8M
Financials
$105.3M
Consumer Discretionary
$41.3M
Industrials
$36.0M
Healthcare
$19.0M
Energy
$10.2M
Materials
$3.1M
Top Holdings — Everest Financial Group LLC (Q2 2026)
Top 150 of 208 disclosed positions (by reported value) 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 | $GOOG | Alphabet Inc. | $36.6M | 5.0% | +1% | 78.2 |
| 2 | $AMZN | AMAZON COM INC | $35.2M | 4.8% | -0% | 68.7 |
| 3 | $IVZ | Invesco Ltd. | $32.2M | 4.4% | +1% | — |
| 4 | $NVDA | NVIDIA CORP | $31.7M | 4.3% | +0% | 85.9 |
| 5 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $29.9M | 4.0% | +1% | — |
| 6 | $MSFT | MICROSOFT CORP | $29.3M | 4.0% | +0% | 79.8 |
| 7 | $MU | MICRON TECHNOLOGY INC | $25.5M | 3.5% | +3% | 86.2 |
| 8 | $AMD | ADVANCED MICRO DEVICES INC | $24.1M | 3.3% | -2% | 79.8 |
| 9 | $PANW | Palo Alto Networks Inc | $23.5M | 3.2% | +5% | 65.5 |
| 10 | $AAPL | Apple Inc. | $22.7M | 3.1% | -5% | 76.4 |
| 11 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $20.2M | 2.7% | -12% | — |
| 12 |  $AVGO | Broadcom Inc. | $18.8M | 2.5% | +9% | 84.5 |
| 13 |  $CRWD | CrowdStrike Holdings, Inc. | $16.9M | 2.3% | +1% | 67.7 |
| 14 |  $META | Meta Platforms, Inc. | $15.5M | 2.1% | +4% | 79.6 |
| 15 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $15.5M | 2.1% | +2% | — |
| 16 | $IVZ | Invesco Ltd. | $14.9M | 2.0% | -16% | — |
| 17 |  $ASML | ASML HOLDING NV | $13.7M | 1.9% | -2% | — |
| 18 |  $UNH | UNITEDHEALTH GROUP INC | $13.6M | 1.8% | -4% | 62.7 |
| 19 |  $V | VISA INC. | $11.4M | 1.6% | -1% | 82.9 |
| 20 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $11.0M | 1.5% | -2% | — |
| 21 |  $BRK.B | BERKSHIRE HATHAWAY INC | $10.7M | 1.4% | +0% | 73.8 |
| 22 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $10.7M | 1.4% | +1% | — |
| 23 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $10.1M | 1.4% | -2% | — |
| 24 |  $NOW | ServiceNow, Inc. | $9.6M | 1.3% | -7% | 72.9 |
| 25 |  $DELL | Dell Technologies Inc. | $9.4M | 1.3% | +5% | 71.2 |
| 26 | — | ISHARES TR - RUS TP200 GR ETF | $8.0M | 1.1% | -0% | — |
| 27 |  $ETN | Eaton Corp plc | $7.3M | 1.0% | +1% | — |
| 28 |  $GOOGL | Alphabet Inc. | $7.1M | 1.0% | -2% | 78.2 |
| 29 |  $UBER | Uber Technologies, Inc | $6.7M | 0.9% | -0% | 73.5 |
| 30 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $5.9M | 0.8% | +2% | — |
| 31 |  $ET | Energy Transfer LP | $5.8M | 0.8% | -1% | 64.4 |
| 32 | — | RBB FUND TRUST - FIRST EAGLE GBL | $5.5M | 0.7% | +112% | — |
| 33 |  $DAL | DELTA AIR LINES, INC. | $5.4M | 0.7% | -1% | 57.5 |
| 34 | — | VANGUARD WORLD FD - INF TECH ETF | $5.4M | 0.7% | +705% | — |
| 35 |  $IAU | ISHARES GOLD TRUST | $5.3M | 0.7% | -0% | — |
| 36 | — | ISHARES TR - FLTG RATE NT ETF | $5.1M | 0.7% | -7% | — |
| 37 |  $JPM | JPMORGAN CHASE & CO | $4.6M | 0.6% | -1% | 70.7 |
| 38 |  $TSLA | Tesla, Inc. | $4.4M | 0.6% | +0% | 53.9 |
| 39 |  $MA | Mastercard Inc | $4.4M | 0.6% | +7% | 85.1 |
| 40 |  $CRM | Salesforce, Inc. | $3.9M | 0.5% | -27% | 77 |
| 41 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $3.9M | 0.5% | +2% | — |
| 42 | — | PUTNAM ETF TRUST - FOCUSED LAR CAP | $3.9M | 0.5% | +36% | — |
| 43 | — | PROSHARES TR - S&P 500 DV ARIST | $3.6M | 0.5% | +102% | — |
| 44 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $3.4M | 0.5% | +1% | — |
| 45 |  $AMAT | APPLIED MATERIALS INC /DE | $3.0M | 0.4% | -4% | 72.3 |
| 46 |  $XOM.R34088 | EXXON MOBIL CORP | $3.0M | 0.4% | +0% | 57.9 |
| 47 | — | ISHARES TR - CORE S&P500 ETF | $3.0M | 0.4% | -0% | — |
| 48 | — | FIDELITY COVINGTON TRUST - ENHANCED INTL | $2.9M | 0.4% | -20% | — |
| 49 | — | DIMENSIONAL ETF TRUST - ULTR FIX INC ETF | $2.9M | 0.4% | -6% | — |
| 50 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $2.9M | 0.4% | +1% | — |
| 51 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $2.8M | 0.4% | NEW | — |
| 52 | — | ETF SER SOLUTIONS - DEFIA QUANT ETF | $2.7M | 0.4% | -2% | — |
| 53 | — | J P MORGAN EXCHANGE TRADED F - INCOME ETF | $2.6M | 0.4% | -7% | — |
| 54 | — | ISHARES TR - 20 YR TR BD ETF | $2.5M | 0.3% | -0% | — |
| 55 | $IVZ | Invesco Ltd. | $2.5M | 0.3% | -1% | — |
| 56 |  $ECL | ECOLAB INC. | $2.4M | 0.3% | +0% | 63.3 |
| 57 | — | DIMENSIONAL ETF TRUST - US HIGH PROF ETF | $2.4M | 0.3% | +5% | — |
| 58 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $2.2M | 0.3% | -1% | — |
| 59 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $2.1M | 0.3% | -2% | — |
| 60 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | $2.0M | 0.3% | +9% | — |
| 61 | $IVZ | Invesco Ltd. | $2.0M | 0.3% | +577% | — |
| 62 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $1.9M | 0.3% | +0% | — |
| 63 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.9M | 0.3% | +1% | 66.2 |
| 64 |  $GS | GOLDMAN SACHS GROUP INC | $1.9M | 0.3% | -11% | 73.5 |
| 65 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $1.8M | 0.2% | +6% | — |
| 66 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | $1.7M | 0.2% | +6% | — |
| 67 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $1.7M | 0.2% | -3% | — |
| 68 | — | SPDR SERIES TRUST - ST STR P500GRW | $1.7M | 0.2% | -0% | — |
| 69 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1.7M | 0.2% | +9% | — |
| 70 |  $GGG | GRACO INC | $1.6M | 0.2% | +0% | 63.4 |
| 71 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $1.5M | 0.2% | +2% | — |
| 72 |  $WCC | WESCO INTERNATIONAL INC | $1.5M | 0.2% | -13% | 48.8 |
| 73 | — | DIMENSIONAL ETF TRUST - INTL HIGH PROFIT | $1.4M | 0.2% | +3% | — |
| 74 |  $GLD | SPDR GOLD TRUST | $1.4M | 0.2% | +1% | — |
| 75 |  $SCHW | SCHWAB CHARLES CORP | $1.4M | 0.2% | -0% | 79.4 |
| 76 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | $1.4M | 0.2% | +0% | — |
| 77 | $IVZ | Invesco Ltd. | $1.4M | 0.2% | +0% | — |
| 78 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | $1.3M | 0.2% | -8% | — |
| 79 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $1.3M | 0.2% | +0% | — |
| 80 |  $MRVL | Marvell Technology, Inc. | $1.3M | 0.2% | -8% | 76.5 |
| 81 |  $MS | MORGAN STANLEY | $1.3M | 0.2% | -1% | 75.8 |
| 82 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $1.3M | 0.2% | -1% | — |
| 83 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $1.2M | 0.2% | -6% | — |
| 84 |  $USB | US BANCORP \DE\ | $1.2M | 0.2% | +1% | 65.3 |
| 85 |  $MRK | Merck & Co., Inc. | $1.2M | 0.2% | -8% | 59.9 |
| 86 |  $C | CITIGROUP INC | $1.2M | 0.2% | +0% | 65 |
| 87 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $1.2M | 0.2% | +2% | — |
| 88 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $1.2M | 0.2% | +1% | — |
| 89 |  $HSBC | HSBC HOLDINGS PLC | $1.1M | 0.2% | +0% | — |
| 90 |  $PG | PROCTER & GAMBLE Co | $1.1M | 0.1% | -8% | 64.6 |
| 91 |  $TGT | TARGET CORP | $1.1M | 0.1% | -2% | 60.7 |
| 92 |  $FICO | FAIR ISAAC CORP | $1.1M | 0.1% | -31% | 77.7 |
| 93 | — | PGIM ETF TR - PGIM ULTRA SH BD | $1.0M | 0.1% | +159% | — |
| 94 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.0M | 0.1% | +12% | — |
| 95 |  $KO | COCA COLA CO | $1.0M | 0.1% | -11% | 69.5 |
| 96 | — | PGIM ETF TR - TOTA RETU BD ETF | $1.0M | 0.1% | +346% | — |
| 97 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $1.0M | 0.1% | NEW | — |
| 98 | $IVZ | Invesco Ltd. | $1.0M | 0.1% | +18% | — |
| 99 |  $BKNG | Booking Holdings Inc. | $969,449 | 0.1% | +2166% | 58.5 |
| 100 | — | ALPS ETF TR - ALERIAN MLP | $939,937 | 0.1% | -19% | — |
| 101 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | $913,504 | 0.1% | +23% | — |
| 102 |  $ABBV | AbbVie Inc. | $910,568 | 0.1% | +6% | 72.6 |
| 103 |  $VZ | VERIZON COMMUNICATIONS INC | $894,918 | 0.1% | +1% | 65.8 |
| 104 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $886,073 | 0.1% | +7% | — |
| 105 |  $XEL | XCEL ENERGY INC | $871,333 | 0.1% | +0% | 56.4 |
| 106 | — | FIRST TR EXCHANGE-TRADED FD - LTD DUR INVT ETF | $863,559 | 0.1% | -6% | — |
| 107 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $863,427 | 0.1% | +0% | — |
| 108 |  $CB | Chubb Ltd | $855,831 | 0.1% | +3% | — |
| 109 | — | FIRST TR EXCHANGE-TRADED FD - INTER GRADE ETF | $849,110 | 0.1% | -9% | — |
| 110 |  $QCOM | QUALCOMM INC/DE | $826,892 | 0.1% | -6% | 70.5 |
| 111 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $822,243 | 0.1% | +0% | — |
| 112 |  $RTX | RTX Corp | $815,078 | 0.1% | NEW | 73.2 |
| 113 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $751,444 | 0.1% | +3% | — |
| 114 |  $LLY | ELI LILLY & Co | $722,563 | 0.1% | -6% | 87.5 |
| 115 |  $WFC | WELLS FARGO & COMPANY/MN | $722,492 | 0.1% | +3% | 61.8 |
| 116 |  $BLK | BlackRock, Inc. | $713,330 | 0.1% | +2% | 70 |
| 117 |  $SLV | iShares Silver Trust | $708,049 | 0.1% | -5% | — |
| 118 |  $CMI | CUMMINS INC | $705,152 | 0.1% | +5% | 58.1 |
| 119 |  $HPE | Hewlett Packard Enterprise Co | $703,310 | 0.1% | NEW | 70.5 |
| 120 |  $SPY | SPDR S&P 500 ETF TRUST | $693,280 | 0.1% | -1% | — |
| 121 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $692,974 | 0.1% | +3% | — |
| 122 |  $GIS | GENERAL MILLS INC | $688,709 | 0.1% | +1% | 50.7 |
| 123 | $IVZ | Invesco Ltd. | $685,022 | 0.1% | NEW | — |
| 124 | — | DIMENSIONAL ETF TRUST - US LARG VALU ETF | $684,988 | 0.1% | +0% | — |
| 125 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF | $649,994 | 0.1% | NEW | — |
| 126 |  $AXP | AMERICAN EXPRESS CO | $637,831 | 0.1% | -3% | 69.4 |
| 127 |  $JNJ | JOHNSON & JOHNSON | $631,132 | 0.1% | +17% | 69 |
| 128 |  $CSCO | CISCO SYSTEMS, INC. | $612,843 | 0.1% | -1% | 70.3 |
| 129 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $612,099 | 0.1% | +0% | — |
| 130 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $609,371 | 0.1% | -0% | — |
| 131 |  $FSLR | FIRST SOLAR, INC. | $586,361 | 0.1% | -10% | 79.2 |
| 132 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $583,591 | 0.1% | -3% | — |
| 133 |  $MMM | 3M CO | $575,469 | 0.1% | +2% | 64.9 |
| 134 |  $AHR | American Healthcare REIT, Inc. | $573,958 | 0.1% | -2% | 54 |
| 135 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $551,709 | 0.1% | -0% | 70 |
| 136 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $551,283 | 0.1% | -3% | — |
| 137 | — | ISHARES TR - CORE S&P SCP ETF | $548,205 | 0.1% | +0% | — |
| 138 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $528,738 | 0.1% | +1% | — |
| 139 |  $WMT | Walmart Inc. | $528,431 | 0.1% | +14% | 60.2 |
| 140 |  $AMGN | AMGEN INC | $521,326 | 0.1% | -4% | 79.2 |
| 141 | — | J P MORGAN EXCHANGE TRADED F - SMALL & MID CAP | $494,511 | 0.1% | -20% | — |
| 142 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $491,393 | 0.1% | NEW | — |
| 143 |  $FSK | FS KKR Capital Corp | $478,158 | 0.1% | -6% | — |
| 144 |  $BX | Blackstone Inc. | $472,474 | 0.1% | -0% | 74.4 |
| 145 |  $OKE | ONEOK INC /NEW/ | $449,925 | 0.1% | +0% | 71.7 |
| 146 |  $COP | CONOCOPHILLIPS | $443,878 | 0.1% | -3% | 70.2 |
| 147 | — | FIRST TR EXCHANGE TRADED FD - BUYWRIT INCM ETF | $441,225 | 0.1% | +0% | — |
| 148 |  $SNOW | Snowflake Inc. | $435,450 | 0.1% | -4% | 54.9 |
| 149 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $418,647 | 0.1% | NEW | — |
| 150 |  $GM | General Motors Co | $415,297 | 0.1% | -2% | 54.3 |
New Positions (20)
SCHWAB STRATEGIC TR - FUNDAMENTAL INTL$2.8M
J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM$1.0M
$RTX RTX Corp$815,078$HPE Hewlett Packard Enterprise Co$703,310 J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF$649,994
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$491,393 VANECK ETF TRUST - SEMICONDUCTR ETF$418,647
$INTC INTEL CORP$381,296 ISHARES TR - FUTU AI TECH ETF$360,237
$TER TERADYNE, INC$309,495 GLOBAL X FDS - GLOBAL X COPPER$246,304
ISHARES TR - RUS 1000 GRW ETF$222,539
FIRST TR EXCHANGE-TRADED FD - NY ARCA BIOTECH$215,849
ISHARES TR - CORE S&P MCP ETF$211,121
VANGUARD SCOTTSDALE FDS - INT-TERM CORP$206,625
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