Everest Management Corp. Q4 2025 Filing
Filed February 2, 2026
Portfolio Value
$179.3M
Holdings
63
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (63 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFUSDIMENSIONAL ETF TRUST | 702,761 | $52.1M | 29.07% | |
| 2 | AAEQEA SERIES TRUST | 381,936 | $18.8M | 10.51% | |
| 3 | GOOGLALPHABET INC | 43,085 | $13.5M | 7.52% | |
| 4 | GOOGALPHABET INC | 42,798 | $13.4M | 7.49% | |
| 5 | VOOVANGUARD INDEX FDS | 10,088 | $6.3M | 3.53% | |
| 6 | AMZNAMAZON COM INC | 23,800 | $5.5M | 3.06% | |
| 7 | VTIVANGUARD INDEX FDS | 15,133 | $5.1M | 2.83% | |
| 8 | MSFTMICROSOFT CORP | 9,162 | $4.4M | 2.47% | |
| 9 | IXUSISHARES TR | 51,676 | $4.4M | 2.44% | |
| 10 | NVDANVIDIA CORPORATION | 22,965 | $4.3M | 2.39% | |
| 11 | DFACDIMENSIONAL ETF TRUST | 108,049 | $4.3M | 2.39% | |
| 12 | AVGOBROADCOM INC | 10,853 | $3.8M | 2.09% | |
| 13 | VXUSVANGUARD STAR FDS | 48,915 | $3.7M | 2.06% | |
| 14 | AAPLAPPLE INC | 12,092 | $3.3M | 1.83% | |
| 15 | GSLCGOLDMAN SACHS ETF TR | 20,422 | $2.7M | 1.51% | |
| 16 | VTVVANGUARD INDEX FDS | 11,218 | $2.1M | 1.19% | |
| 17 | RSPINVESCO EXCHANGE TRADED FD T | 10,862 | $2.1M | 1.16% | |
| 18 | GBILGOLDMAN SACHS ETF TR | 19,242 | $1.9M | 1.07% | |
| 19 | VVISA INC | 4,886 | $1.7M | 0.96% | |
| 20 | DIHPDIMENSIONAL ETF TRUST | 42,866 | $1.4M | 0.76% | |
| 21 | IVVISHARES TR | 1,967 | $1.3M | 0.75% | |
| 22 | ORCLORACLE CORP | 6,246 | $1.2M | 0.68% | |
| 23 | JQUAJ P MORGAN EXCHANGE TRADED F | 17,438 | $1.1M | 0.61% | |
| 24 | SPMCSOUND POINT MERIDIAN CAP INC | 79,798 | $1.1M | 0.61% | |
| 25 | INTUINTUIT | 1,632 | $1.1M | 0.60% | |
| 26 | PULSPGIM ETF TR | 21,810 | $1.1M | 0.60% | |
| 27 | PAAAPGIM ETF TR | 20,444 | $1.0M | 0.58% | |
| 28 | IJSISHARES TR | 8,216 | $934K | 0.52% | |
| 29 | DUHPDIMENSIONAL ETF TRUST | 24,393 | $927K | 0.52% | |
| 30 | CRMSALESFORCE INC | 3,374 | $893K | 0.50% | |
| 31 | METAMETA PLATFORMS INC | 1,244 | $821K | 0.46% | |
| 32 | CSCOCISCO SYS INC | 10,627 | $818K | 0.46% | |
| 33 | VUGVANGUARD INDEX FDS | 1,629 | $794K | 0.44% | |
| 34 | TSLATESLA INC | 1,634 | $734K | 0.41% | |
| 35 | DGSWISDOMTREE TR | 11,646 | $666K | 0.37% | |
| 36 | MUBISHARES TR | 6,015 | $644K | 0.36% | |
| 37 | GSSTGOLDMAN SACHS ETF TR | 11,953 | $603K | 0.34% | |
| 38 | BNDXVANGUARD CHARLOTTE FDS | 11,239 | $543K | 0.30% | |
| 39 | ANETARISTA NETWORKS INC | 3,959 | $518K | 0.29% | |
| 40 | JPMJPMORGAN CHASE & CO. | 1,574 | $507K | 0.28% | |
| 41 | VGITVANGUARD SCOTTSDALE FDS | 8,392 | $502K | 0.28% | |
| 42 | BRK/BBERKSHIRE HATHAWAY INC DEL | 965 | $485K | 0.27% | |
| 43 | LLYELI LILLY & CO | 425 | $456K | 0.25% | |
| 44 | AMDADVANCED MICRO DEVICES INC | 1,935 | $414K | 0.23% | |
| 45 | VEAVANGUARD TAX-MANAGED FDS | 6,187 | $386K | 0.22% | |
| 46 | SPYSPDR S&P 500 ETF TR | 544 | $371K | 0.21% | |
| 47 | WMTWALMART INC | 2,958 | $329K | 0.18% | |
| 48 | VGTVANGUARD WORLD FD | 422 | $318K | 0.18% | |
| 49 | COSTCOSTCO WHSL CORP NEW | 356 | $306K | 0.17% | |
| 50 | IEMGISHARES INC | 4,430 | $297K | 0.17% | |
| 51 | IVWISHARES TR | 2,408 | $296K | 0.17% | |
| 52 | DFAXDIMENSIONAL ETF TRUST | 8,585 | $280K | 0.16% | |
| 53 | XOMEXXON MOBIL CORP | 2,330 | $280K | 0.16% | |
| 54 | MAMASTERCARD INCORPORATED | 475 | $271K | 0.15% | |
| 55 | EWXSPDR INDEX SHS FDS | 4,074 | $267K | 0.15% | |
| 56 | SCHFSCHWAB STRATEGIC TR | 10,550 | $253K | 0.14% | |
| 57 | ABBVABBVIE INC | 1,061 | $242K | 0.13% | |
| 58 | JNJJOHNSON & JOHNSON | 1,169 | $241K | 0.13% | |
| 59 | PLTRPALANTIR TECHNOLOGIES INC | 1,344 | $238K | 0.13% | |
| 60 | MUMICRON TECHNOLOGY INC | 819 | $233K | 0.13% | |
| 61 | NFLXNETFLIX INC | 2,401 | $225K | 0.13% | |
| 62 | BACBANK AMERICA CORP | 4,037 | $222K | 0.12% | |
| 63 | SNPSSYNOPSYS INC | 449 | $210K | 0.12% |