Everest Management Corp. Q2 2025 Filing
Filed August 5, 2025
Portfolio Value
$139.2B
Holdings
65
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (65 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFUSDIMENSIONAL ETF TRUST | 750,294 | $50.3B | 36.13% | |
| 2 | GOOGLALPHABET INC | 49,148 | $8.7B | 6.22% | |
| 3 | GOOGALPHABET INC | 43,549 | $7.7B | 5.55% | |
| 4 | VOOVANGUARD INDEX FDS | 10,524 | $6.0B | 4.30% | |
| 5 | MSFTMICROSOFT CORP | 8,332 | $4.1B | 2.98% | |
| 6 | DFACDIMENSIONAL ETF TRUST | 114,049 | $4.1B | 2.94% | |
| 7 | IXUSISHARES TR | 51,676 | $4.0B | 2.87% | |
| 8 | AVGOBROADCOM INC | 14,203 | $3.9B | 2.81% | |
| 9 | AAPLAPPLE INC | 16,819 | $3.5B | 2.48% | |
| 10 | NVDANVIDIA CORPORATION | 19,022 | $3.0B | 2.16% | |
| 11 | VXUSVANGUARD STAR FDS | 41,625 | $2.9B | 2.07% | |
| 12 | VTIVANGUARD INDEX FDS | 8,470 | $2.6B | 1.85% | |
| 13 | GSLCGOLDMAN SACHS ETF TR | 21,183 | $2.6B | 1.85% | |
| 14 | RSPINVESCO EXCHANGE TRADED FD T | 12,084 | $2.2B | 1.58% | |
| 15 | GBILGOLDMAN SACHS ETF TR | 21,516 | $2.2B | 1.55% | |
| 16 | VTVVANGUARD INDEX FDS | 11,806 | $2.1B | 1.50% | |
| 17 | VVISA INC | 5,014 | $1.8B | 1.28% | |
| 18 | AMZNAMAZON COM INC | 7,137 | $1.6B | 1.13% | |
| 19 | SCHXSCHWAB STRATEGIC TR | 54,462 | $1.3B | 0.96% | |
| 20 | PULSPGIM ETF TR | 26,344 | $1.3B | 0.94% | |
| 21 | SPMCSOUND POINT MERIDIAN CAP INC | 72,858 | $1.3B | 0.94% | |
| 22 | INTUINTUIT | 1,651 | $1.3B | 0.93% | |
| 23 | ORCLORACLE CORP | 5,220 | $1.1B | 0.82% | |
| 24 | SGOVISHARES TR | 10,750 | $1.1B | 0.78% | |
| 25 | JQUAJ P MORGAN EXCHANGE TRADED F | 17,423 | $1.0B | 0.75% | |
| 26 | IJSISHARES TR | 10,283 | $1.0B | 0.74% | |
| 27 | MUBISHARES TR | 9,245 | $965.9M | 0.69% | |
| 28 | METAMETA PLATFORMS INC | 1,259 | $929.3M | 0.67% | |
| 29 | CRMSALESFORCE INC | 3,407 | $929.1M | 0.67% | |
| 30 | DUHPDIMENSIONAL ETF TRUST | 23,566 | $838.0M | 0.60% | |
| 31 | GSSTGOLDMAN SACHS ETF TR | 14,495 | $732.9M | 0.53% | |
| 32 | VUGVANGUARD INDEX FDS | 1,628 | $713.5M | 0.51% | |
| 33 | DIHPDIMENSIONAL ETF TRUST | 22,730 | $670.3M | 0.48% | |
| 34 | PAAAPGIM ETF TR | 11,622 | $598.0M | 0.43% | |
| 35 | TSLATESLA INC | 1,872 | $594.7M | 0.43% | |
| 36 | BNDXVANGUARD CHARLOTTE FDS | 10,882 | $538.8M | 0.39% | |
| 37 | DGSWISDOMTREE TR | 9,607 | $530.7M | 0.38% | |
| 38 | BRK/BBERKSHIRE HATHAWAY INC DEL | 991 | $481.4M | 0.35% | |
| 39 | JPMJPMORGAN CHASE & CO. | 1,639 | $475.2M | 0.34% | |
| 40 | IWFISHARES TR | 1,117 | $474.4M | 0.34% | |
| 41 | IWBISHARES TR | 1,259 | $427.5M | 0.31% | |
| 42 | NFLXNETFLIX INC | 300 | $401.7M | 0.29% | |
| 43 | COSTCOSTCO WHSL CORP NEW | 399 | $395.0M | 0.28% | |
| 44 | ANETARISTA NETWORKS INC | 3,745 | $383.2M | 0.28% | |
| 45 | SCHDSCHWAB STRATEGIC TR | 13,853 | $367.1M | 0.26% | |
| 46 | SPYSPDR S&P 500 ETF TR | 570 | $352.1M | 0.25% | |
| 47 | LLYELI LILLY & CO | 430 | $335.2M | 0.24% | |
| 48 | ZSZSCALER INC | 1,002 | $314.6M | 0.23% | |
| 49 | MAMASTERCARD INCORPORATED | 522 | $293.3M | 0.21% | |
| 50 | AMDADVANCED MICRO DEVICES INC | 1,947 | $276.3M | 0.20% | |
| 51 | IVWISHARES TR | 2,408 | $265.1M | 0.19% | |
| 52 | IVVISHARES TR | 420 | $261.0M | 0.19% | |
| 53 | VGTVANGUARD WORLD FD | 385 | $255.4M | 0.18% | |
| 54 | EWXSPDR INDEX SHS FDS | 4,074 | $252.7M | 0.18% | |
| 55 | DFAXDIMENSIONAL ETF TRUST | 8,585 | $252.1M | 0.18% | |
| 56 | WMTWALMART INC | 2,546 | $248.9M | 0.18% | |
| 57 | SNPSSYNOPSYS INC | 475 | $243.5M | 0.17% | |
| 58 | VEAVANGUARD TAX-MANAGED FDS | 4,250 | $242.3M | 0.17% | |
| 59 | XOMEXXON MOBIL CORP | 2,238 | $241.3M | 0.17% | |
| 60 | VTEBVANGUARD MUN BD FDS | 4,624 | $226.7M | 0.16% | |
| 61 | VVVANGUARD INDEX FDS | 762 | $217.4M | 0.16% | |
| 62 | IEMGISHARES INC | 3,616 | $217.1M | 0.16% | |
| 63 | HDHOME DEPOT INC | 584 | $214.1M | 0.15% | |
| 64 | VNQVANGUARD INDEX FDS | 2,335 | $208.0M | 0.15% | |
| 65 | ABBVABBVIE INC | 1,116 | $207.2M | 0.15% |