Everest Management Corp. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 2, 2026, for the 2025 Q4 period, Everest Management Corp. held in its portfolio 63 assets valued at $179,309,599 (i.e. $179.31M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($52.12M), EA SERIES TRUST ($18.84M), and ALPHABET INC ($13.49M).
The chart below shows the top 10 valuable assets, and the table below shows the top 63 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Everest Management Corp. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 702761 | 52123786 | US EQUITY MARKET |
| EA SERIES TRUST | 381936 | 18840056 | ALPHA ARCHITECT |
| ALPHABET INC | 43085 | 13485605 | CAP STK CL A |
| ALPHABET INC | 42798 | 13430012 | CAP STK CL C |
| VANGUARD INDEX FDS | 10088 | 6326221 | S&P 500 ETF SHS |
| AMAZON COM INC | 23800 | 5493516 | COM |
| VANGUARD INDEX FDS | 15133 | 5073731 | TOTAL STK MKT |
| MICROSOFT CORP | 9162 | 4430926 | COM |
| ISHARES TR | 51676 | 4373857 | CORE MSCI TOTAL |
| NVIDIA CORPORATION | 22965 | 4282972 | COM |
| DIMENSIONAL ETF TRUST | 108049 | 4277660 | US CORE EQUITY 2 |
| BROADCOM INC | 10853 | 3756223 | COM |
| VANGUARD STAR FDS | 48915 | 3690175 | VG TL INTL STK F |
| APPLE INC | 12092 | 3287381 | COM |
| GOLDMAN SACHS ETF TR | 20422 | 2703260 | ACTIVEBETA US LG |
| VANGUARD INDEX FDS | 11218 | 2142460 | VALUE ETF |
| INVESCO EXCHANGE TRADED FD T | 10862 | 2080733 | S&P500 EQL WGT |
| GOLDMAN SACHS ETF TR | 19242 | 1923045 | ACCES TREASURY |
| VISA INC | 4886 | 1713569 | COM CL A |
| DIMENSIONAL ETF TRUST | 42866 | 1357352 | INTL HIGH PROFIT |
| ISHARES TR | 1967 | 1346954 | CORE S&P500 ETF |
| ORACLE CORP | 6246 | 1217408 | COM |
| J P MORGAN EXCHANGE TRADED F | 17438 | 1101704 | US QUALTY FCTR |
| SOUND POINT MERIDIAN CAP INC | 79798 | 1097222 | COMMON STOCK |
| PGIM ETF TR | 21810 | 1081571 | PGIM ULTRA SH BD |
| INTUIT | 1632 | 1081069 | COM |
| PGIM ETF TR | 20444 | 1047972 | AAA CLO ETF |
| ISHARES TR | 8216 | 934375 | SP SMCP600VL ETF |
| DIMENSIONAL ETF TRUST | 24393 | 927666 | US HIGH PROFITAB |
| SALESFORCE INC | 3374 | 893806 | COM |
| META PLATFORMS INC | 1244 | 821152 | CL A |
| CISCO SYS INC | 10627 | 818598 | COM |
| VANGUARD INDEX FDS | 1629 | 794694 | GROWTH ETF |
| TESLA INC | 1634 | 734842 | COM |
| WISDOMTREE TR | 11646 | 666612 | EMG MKTS SMCAP |
| ISHARES TR | 6015 | 644267 | NATIONAL MUN ETF |
| GOLDMAN SACHS ETF TR | 11953 | 603292 | ULTRA SHORT BOND |
| VANGUARD CHARLOTTE FDS | 11239 | 543068 | TOTAL INT BD ETF |
| ARISTA NETWORKS INC | 3959 | 518748 | COM SHS |
| JPMORGAN CHASE & CO. | 1574 | 507174 | COM |
| VANGUARD SCOTTSDALE FDS | 8392 | 502933 | INTER TERM TREAS |
| BERKSHIRE HATHAWAY INC DEL | 965 | 485057 | CL B NEW |
| ELI LILLY & CO | 425 | 456739 | COM |
| ADVANCED MICRO DEVICES INC | 1935 | 414400 | COM |
| VANGUARD TAX-MANAGED FDS | 6187 | 386502 | VAN FTSE DEV MKT |
| SPDR S&P 500 ETF TR | 544 | 371291 | TR UNIT |
| WALMART INC | 2958 | 329551 | COM |
| VANGUARD WORLD FD | 422 | 318095 | INF TECH ETF |
| COSTCO WHSL CORP NEW | 356 | 306993 | COM |
| ISHARES INC | 4430 | 297785 | CORE MSCI EMKT |
| ISHARES TR | 2408 | 296810 | S&P 500 GRWT ETF |
| DIMENSIONAL ETF TRUST | 8585 | 280987 | WORLD EX US CORE |
| EXXON MOBIL CORP | 2330 | 280392 | COM |
| MASTERCARD INCORPORATED | 475 | 271168 | CL A |
| SPDR INDEX SHS FDS | 4074 | 267483 | S&P EMKTSC ETF |
| SCHWAB STRATEGIC TR | 10550 | 253622 | INTL EQTY ETF |
| ABBVIE INC | 1061 | 242428 | COM |
| JOHNSON & JOHNSON | 1169 | 241925 | COM |
| PALANTIR TECHNOLOGIES INC | 1344 | 238896 | CL A |
| MICRON TECHNOLOGY INC | 819 | 233751 | COM |
| NETFLIX INC | 2401 | 225118 | COM |
| BANK AMERICA CORP | 4037 | 222035 | COM |
| SYNOPSYS INC | 449 | 210904 | COM |
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