# Everest Financial Group LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2056391. Source: https://holderbook.com/funds/2056391-everest-financial-group-llc/

- Reported value: $738.4M
- Positions: 208
- Weight of the ten largest: 39.4%
- Filed: 2026-08-10

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $36.6M | 102,368 | 5.0% | 3 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $35.2M | 147,668 | 4.8% | 3 |
| INVESCO EXCH TRADED FD TR II | [RWL](https://holderbook.com/stocks/RWL/) | $32.2M | 252,019 | 4.4% | 3 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $31.7M | 158,412 | 4.3% | 3 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $29.9M | 62,662 | 4.1% | 3 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $29.3M | 78,425 | 4.0% | 3 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $25.5M | 22,133 | 3.5% | 3 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $24.1M | 41,537 | 3.3% | 3 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $23.5M | 68,806 | 3.2% | 3 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $22.7M | 78,507 | 3.1% | 3 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $20.2M | 637,000 | 2.7% | 3 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $18.8M | 49,737 | 2.5% | 3 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $16.9M | 22,186 | 2.3% | 3 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $15.5M | 27,592 | 2.1% | 3 |
| J P MORGAN EXCHANGE TRADED F | [JEPI](https://holderbook.com/stocks/JEPI/) | $15.5M | 274,028 | 2.1% | 3 |
| INVESCO EXCHANGE TRADED FD T | [XMHQ](https://holderbook.com/stocks/XMHQ/) | $14.9M | 131,701 | 2.0% | 3 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $13.7M | 6,897 | 1.9% | 3 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $13.6M | 32,682 | 1.8% | 3 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $11.4M | 33,367 | 1.6% | 3 |
| SCHWAB STRATEGIC TR | [SCHG](https://holderbook.com/stocks/SCHG/) | $11.0M | 325,161 | 1.5% | 3 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $10.7M | 21,443 | 1.5% | 3 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $10.7M | 15,541 | 1.4% | 2 |
| SELECT SECTOR SPDR TR | [XLF](https://holderbook.com/stocks/XLF/) | $10.1M | 187,983 | 1.4% | 3 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $9.6M | 97,117 | 1.3% | 3 |
| DELL TECHNOLOGIES INC | [DELL](https://holderbook.com/stocks/DELL/) | $9.4M | 21,770 | 1.3% | 3 |
| ISHARES TR | [IWY](https://holderbook.com/stocks/IWY/) | $8.0M | 27,633 | 1.1% | 3 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $7.3M | 17,182 | 1.0% | 2 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $7.1M | 19,968 | 1.0% | 3 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $6.7M | 92,597 | 0.9% | 3 |
| DIMENSIONAL ETF TRUST | [DFAC](https://holderbook.com/stocks/DFAC/) | $5.9M | 133,876 | 0.8% | 2 |
| ENERGY TRANSFER L P | [ET](https://holderbook.com/stocks/ET/) | $5.8M | 304,501 | 0.8% | 3 |
| RBB FUND TRUST | [FEGE](https://holderbook.com/stocks/FEGE/) | $5.5M | 111,614 | 0.7% | 2 |
| DELTA AIR LINES INC | [DAL](https://holderbook.com/stocks/DAL/) | $5.4M | 58,104 | 0.7% | 3 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $5.4M | 45,413 | 0.7% | 2 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $5.3M | 70,469 | 0.7% | 3 |
| ISHARES TR | [FLOT](https://holderbook.com/stocks/FLOT/) | $5.1M | 100,449 | 0.7% | 2 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $4.6M | 14,142 | 0.6% | 3 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $4.4M | 10,423 | 0.6% | 3 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $4.4M | 8,503 | 0.6% | 3 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $3.9M | 25,120 | 0.5% | 3 |
| DIMENSIONAL ETF TRUST | [DFUS](https://holderbook.com/stocks/DFUS/) | $3.9M | 47,772 | 0.5% | 2 |
| PUTNAM ETF TRUST | [PVAL](https://holderbook.com/stocks/PVAL/) | $3.9M | 76,152 | 0.5% | 3 |
| PROSHARES TR | [NOBL](https://holderbook.com/stocks/NOBL/) | $3.6M | 64,676 | 0.5% | 2 |
| DIMENSIONAL ETF TRUST | [DFAI](https://holderbook.com/stocks/DFAI/) | $3.4M | 83,572 | 0.5% | 2 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $3.0M | 4,176 | 0.4% | 2 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $3.0M | 21,888 | 0.4% | 3 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $3.0M | 3,993 | 0.4% | 2 |
| FIDELITY COVINGTON TRUST | [FENI](https://holderbook.com/stocks/FENI/) | $2.9M | 73,485 | 0.4% | 2 |
| DIMENSIONAL ETF TRUST | [DUSB](https://holderbook.com/stocks/DUSB/) | $2.9M | 56,825 | 0.4% | 2 |
| SELECT SECTOR SPDR TR | [XLI](https://holderbook.com/stocks/XLI/) | $2.9M | 15,531 | 0.4% | 2 |
| SCHWAB STRATEGIC TR | [FNDF](https://holderbook.com/stocks/FNDF/) | $2.8M | 54,013 | 0.4% | 1 |
| ETF SER SOLUTIONS | [QTUM](https://holderbook.com/stocks/QTUM/) | $2.7M | 16,078 | 0.4% | 2 |
| J P MORGAN EXCHANGE TRADED F | [JPIE](https://holderbook.com/stocks/JPIE/) | $2.6M | 57,015 | 0.4% | 3 |
| ISHARES TR | [TLT](https://holderbook.com/stocks/TLT/) | $2.5M | 28,813 | 0.3% | 2 |
| INVESCO EXCHANGE TRADED FD T | [XMVM](https://holderbook.com/stocks/XMVM/) | $2.5M | 35,072 | 0.3% | 3 |
| ECOLAB INC | [ECL](https://holderbook.com/stocks/ECL/) | $2.4M | 8,701 | 0.3% | 3 |
| DIMENSIONAL ETF TRUST | [DUHP](https://holderbook.com/stocks/DUHP/) | $2.4M | 56,943 | 0.3% | 2 |
| FIRST TR EXCHANGE-TRADED FD | [RDVY](https://holderbook.com/stocks/RDVY/) | $2.2M | 27,570 | 0.3% | 2 |
| JANUS DETROIT STR TR | [JAAA](https://holderbook.com/stocks/JAAA/) | $2.1M | 42,547 | 0.3% | 2 |
| SELECT SECTOR SPDR TR | [XLP](https://holderbook.com/stocks/XLP/) | $2.0M | 24,632 | 0.3% | 2 |
| INVESCO EXCHANGE TRADED FD T | [XMMO](https://holderbook.com/stocks/XMMO/) | $2.0M | 11,929 | 0.3% | 2 |
| DIMENSIONAL ETF TRUST | [DFAU](https://holderbook.com/stocks/DFAU/) | $1.9M | 36,138 | 0.3% | 2 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $1.9M | 1,989 | 0.3% | 3 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $1.9M | 1,839 | 0.3% | 3 |
| FIRST TR EXCHNG TRADED FD VI | [BUFR](https://holderbook.com/stocks/BUFR/) | $1.8M | 48,222 | 0.2% | 3 |
| FIRST TR EXCHANGE-TRADED FD | [SDVY](https://holderbook.com/stocks/SDVY/) | $1.7M | 40,550 | 0.2% | 2 |
| SELECT SECTOR SPDR TR | [XLE](https://holderbook.com/stocks/XLE/) | $1.7M | 32,569 | 0.2% | 2 |
| SPDR SERIES TRUST | [SPYG](https://holderbook.com/stocks/SPYG/) | $1.7M | 14,449 | 0.2% | 3 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $1.7M | 4,615 | 0.2% | 2 |
| GRACO INC | [GGG](https://holderbook.com/stocks/GGG/) | $1.6M | 21,165 | 0.2% | 3 |
| SELECT SECTOR SPDR TR | [XLU](https://holderbook.com/stocks/XLU/) | $1.5M | 34,025 | 0.2% | 2 |
| WESCO INTL INC | [WCC](https://holderbook.com/stocks/WCC/) | $1.5M | 4,232 | 0.2% | 2 |
| DIMENSIONAL ETF TRUST | [DIHP](https://holderbook.com/stocks/DIHP/) | $1.4M | 42,111 | 0.2% | 2 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $1.4M | 3,893 | 0.2% | 3 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $1.4M | 15,442 | 0.2% | 3 |
| DIMENSIONAL ETF TRUST | [DFAE](https://holderbook.com/stocks/DFAE/) | $1.4M | 34,146 | 0.2% | 2 |
| INVESCO EXCHANGE TRADED FD T | [RSPT](https://holderbook.com/stocks/RSPT/) | $1.4M | 21,192 | 0.2% | 2 |
| FIDELITY COVINGTON TRUST | [FDVV](https://holderbook.com/stocks/FDVV/) | $1.3M | 22,227 | 0.2% | 3 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $1.3M | 6,924 | 0.2% | 3 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $1.3M | 4,380 | 0.2% | 2 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $1.3M | 6,166 | 0.2% | 3 |
| SELECT SECTOR SPDR TR | [XLV](https://holderbook.com/stocks/XLV/) | $1.3M | 7,991 | 0.2% | 3 |
| VANGUARD WORLD FD | [VHT](https://holderbook.com/stocks/VHT/) | $1.2M | 4,166 | 0.2% | 3 |
| US BANCORP | [USB](https://holderbook.com/stocks/USB/) | $1.2M | 20,602 | 0.2% | 3 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $1.2M | 9,678 | 0.2% | 2 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $1.2M | 8,720 | 0.2% | 3 |
| DIMENSIONAL ETF TRUST | [DFAS](https://holderbook.com/stocks/DFAS/) | $1.2M | 14,717 | 0.2% | 2 |
| DIMENSIONAL ETF TRUST | [DFIV](https://holderbook.com/stocks/DFIV/) | $1.2M | 22,311 | 0.2% | 2 |
| HSBC HLDGS PLC | [HSBC](https://holderbook.com/stocks/HSBC/) | $1.1M | 12,067 | 0.2% | 3 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $1.1M | 7,746 | 0.2% | 2 |
| TARGET CORP | [TGT](https://holderbook.com/stocks/TGT/) | $1.1M | 8,134 | 0.1% | 2 |
| FAIR ISAAC CORP | [FICO](https://holderbook.com/stocks/FICO/) | $1.1M | 888 | 0.1% | 2 |
| PGIM ETF TR | [PULS](https://holderbook.com/stocks/PULS/) | $1.0M | 21,007 | 0.1% | 3 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $1.0M | 1,403 | 0.1% | 2 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $1.0M | 12,680 | 0.1% | 2 |
| PGIM ETF TR | [PTRB](https://holderbook.com/stocks/PTRB/) | $1.0M | 24,315 | 0.1% | 2 |
| J P MORGAN EXCHANGE TRADED F | [JEPQ](https://holderbook.com/stocks/JEPQ/) | $1.0M | 16,392 | 0.1% | 1 |
| INVESCO EXCHANGE TRADED FD T | [RPV](https://holderbook.com/stocks/RPV/) | $1.0M | 8,812 | 0.1% | 2 |
| BOOKING HOLDINGS INC | [BKNG](https://holderbook.com/stocks/BKNG/) | $969.4K | 5,439 | 0.1% | 2 |
| ALPS ETF TR | [AMLP](https://holderbook.com/stocks/AMLP/) | $939.9K | 18,128 | 0.1% | 2 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +21.0% | +14.8% | +6.2% | 100% |
| Q1 2026 | -6.6% | -4.6% | -1.9% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $738.4M | 208 |
| Q1 2026 | $607.3M | 199 |
| Q4 2025 | $447.0M | 89 |