Everest Financial Group Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$607.3M
Q ending 2026-03-31
Prior quarter
$447.0M
Q ending 2025-12-31
Change
+35.9% QoQ
Positions
199
reported holdings
Largest positions
Top 100 of 199 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Amazon Com Inc | AMZN | Shares | $30.8M | 148K |
| Alphabet Inc | GOOGL | Shares | $29.2M | 101K |
| Microsoft Corp | MSFT | Shares | $29.0M | 78K |
| Invesco Exch Traded Fd Tr Ii | RWL | Shares | $28.7M | 250K |
| Nvidia Corporation | NVDA | Shares | $27.5M | 158K |
| Schwab Strategic Tr | SCHD | Shares | $22.1M | 720K |
| Taiwan Semiconductor Manufac | TSM | Shares | $21.1M | 62K |
| Apple Inc | AAPL | Shares | $21.0M | 83K |
| Invesco Exchange Traded Fd T | XMHQ | Shares | $16.1M | 156K |
| J P Morgan Exchange Traded F | JEPI | Shares | $15.2M | 268K |
| Meta Platforms Inc | META | Shares | $15.1M | 26K |
| Broadcom Inc | AVGO | Shares | $14.2M | 46K |
| Servicenow Inc | NOW | Shares | $11.0M | 105K |
| Palo Alto Networks Inc | PANW | Shares | $10.5M | 65K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $10.3M | 21K |
| Visa Inc | V | Shares | $10.2M | 34K |
| Schwab Strategic Tr | SCHG | Shares | $9.7M | 332K |
| Select Sector Spdr Tr | XLF | Shares | $9.5M | 192K |
| Asml Hldg Nv | Shares | $9.3M | 7K | |
| Vanguard Index Fds | VOO | Shares | $9.2M | 15K |
| Unitedhealth Group Inc | UNH | Shares | $9.2M | 34K |
| Advanced Micro Devices Inc | AMD | Shares | $8.6M | 42K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $8.6M | 22K |
| Micron Technology Inc | MU | Shares | $7.3M | 22K |
| Ishares Tr | IWY | Shares | $6.9M | 28K |
| Uber Technologies Inc | UBER | Shares | $6.7M | 93K |
| Salesforce Inc | CRM | Shares | $6.4M | 35K |
| Ishares Gold Tr | IAU | Shares | $6.2M | 71K |
| Eaton Corp Plc | Shares | $6.1M | 17K | |
| Energy Transfer L P | ET | Shares | $6.0M | 309K |
| Alphabet Inc | GOOG | Shares | $5.9M | 20K |
| Ishares Tr | FLOT | Shares | $5.5M | 108K |
| Dimensional Etf Trust | DFAC | Shares | $5.1M | 131K |
| Sprott Asset Management Lp | PSLV | Shares | $4.6M | 189K |
| Jpmorgan Chase & Co | JPM | Shares | $4.2M | 14K |
| Mastercard Incorporated | MA | Shares | $4.0M | 8K |
| Vanguard World Fd | VGT | Shares | $3.9M | 6K |
| Delta Air Lines Inc | DAL | Shares | $3.9M | 59K |
| Tesla Inc | TSLA | Shares | $3.9M | 10K |
| Exxon Mobil Corp | XOM | Shares | $3.7M | 22K |
| Fidelity Covington Trust | FENI | Shares | $3.4M | 92K |
| Dell Technologies Inc | DELL | Shares | $3.4M | 21K |
| Proshares Tr | NOBL | Shares | $3.4M | 32K |
| Dimensional Etf Trust | DFUS | Shares | $3.3M | 47K |
| Dimensional Etf Trust | DFAI | Shares | $3.2M | 83K |
| Dimensional Etf Trust | DUSB | Shares | $3.1M | 60K |
| J P Morgan Exchange Traded F | JPIE | Shares | $2.8M | 61K |
| Ishares Tr | IVV | Shares | $2.6M | 4K |
| Putnam Etf Trust | PVAL | Shares | $2.6M | 56K |
| Ishares Tr | TLT | Shares | $2.5M | 29K |
| Select Sector Spdr Tr | XLI | Shares | $2.5M | 15K |
| Rbb Fund Trust | FEGE | Shares | $2.5M | 53K |
| Ecolab Inc | ECL | Shares | $2.3M | 9K |
| Invesco Exchange Traded Fd T | XMVM | Shares | $2.3M | 35K |
| Janus Detroit Str Tr | JAAA | Shares | $2.2M | 44K |
| Select Sector Spdr Tr | XLE | Shares | $2.1M | 34K |
| Dimensional Etf Trust | DUHP | Shares | $2.0M | 54K |
| Costco Wholesale Corporation | COST | Shares | $2.0M | 2K |
| First Tr Exchange Traded Fd | RDVY | Shares | $1.9M | 28K |
| Select Sector Spdr Tr | XLP | Shares | $1.9M | 23K |
| Graco Inc | GGG | Shares | $1.8M | 21K |
| Etf Ser Solutions | QTUM | Shares | $1.8M | 16K |
| Goldman Sachs Group Inc | GS | Shares | $1.7M | 2K |
| Spdr Gold Tr | GLD | Shares | $1.7M | 4K |
| Dimensional Etf Trust | DFAU | Shares | $1.6M | 36K |
| First Tr Exchng Traded Fd Vi | BUFR | Shares | $1.5M | 46K |
| Select Sector Spdr Tr | XLU | Shares | $1.5M | 33K |
| First Tr Exchange Traded Fd | SDVY | Shares | $1.5M | 38K |
| Applied Matls Inc | AMAT | Shares | $1.5M | 4K |
| Schwab Charles Corp | SCHW | Shares | $1.5M | 15K |
| Spdr Series Trust | SPYG | Shares | $1.4M | 15K |
| Fair Isaac Corp | FICO | Shares | $1.4M | 1K |
| Vanguard Index Fds | VTI | Shares | $1.4M | 4K |
| Fidelity Covington Trust | FDVV | Shares | $1.3M | 24K |
| Wesco Intl Inc | WCC | Shares | $1.3M | 5K |
| Dimensional Etf Trust | DIHP | Shares | $1.3M | 41K |
| Merck & Co Inc | MRK | Shares | $1.3M | 10K |
| Procter & Gamble Co | PG | Shares | $1.2M | 8K |
| Vanguard World Fd | VHT | Shares | $1.2M | 4K |
| Select Sector Spdr Tr | XLV | Shares | $1.2M | 8K |
| Alps Etf Tr | AMLP | Shares | $1.2M | 22K |
| Dimensional Etf Trust | DFIV | Shares | $1.2M | 22K |
| Dimensional Etf Trust | DFAE | Shares | $1.2M | 34K |
| Coca Cola Co | KO | Shares | $1.1M | 14K |
| Us Bancorp | USB | Shares | $1.1M | 20K |
| Verizon Communications Inc | VZ | Shares | $1.1M | 21K |
| Morgan Stanley | MS | Shares | $1.0M | 6K |
| Dimensional Etf Trust | DFAS | Shares | $1.0M | 14K |
| Booking Holdings Inc | BKNG | Shares | $1.0M | 240 |
| Target Corp | TGT | Shares | $1.0M | 8K |
| Hsbc Hldgs Plc | HSBC | Shares | $995K | 12K |
| Citigroup Inc | C | Shares | $989K | 9K |
| Invesco Exchange Traded Fd T | RSPT | Shares | $959K | 21K |
| Ishares Silver Tr | SLV | Shares | $951K | 14K |
| First Tr Exchange-Traded Fd | FIIG | Shares | $934K | 45K |
| Select Sector Spdr Tr | XLK | Shares | $920K | 7K |
| First Tr Exchange-Traded Fd | FSIG | Shares | $919K | 49K |
| Xcel Energy Inc | XEL | Shares | $861K | 11K |
| Invesco Exchange Traded Fd T | RPV | Shares | $801K | 7K |
| Chubb Ltd Switz | Shares | $793K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.