CIK: 0002056391
Total reported value
$607.3M
Reporting period: 2026-03-31 · Number of holdings: 199
Everest Financial Group LLC disclosed 199 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $607.3M and a quarterly turnover rate of 37.4%.
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Everest Financial Group LLC's disclosed holdings carry a Herfindahl concentration index of 0.022 — mathematically equivalent to about 45 equally-sized positions, well below its 199 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.87), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 61% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim MSFT
+12.3% -$4.5M
Trim GOOGL
+1.4% -$2.2M
Trim SCHD
-16.3% -$1.5M
Trim RWL
+4.6% $1.3M
Trim NVDA
+13.8% $1.8M
Trim NOW
+18.7% -$2.6M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com INC | Stock-Consumer Disc | 5.07% | — | +13.98% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.80% | -2.20% | +1.39% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.77% | -2.73% | +12.32% | |
| 4 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 4.73% | -1.39% | +4.55% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.53% | -1.24% | +13.84% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.64% | -1.63% | -16.28% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.47% | -0.42% | +8.87% | |
| 8 | AAPL | Apple INC | Stock-Tech | 3.47% | -0.70% | +21.07% | |
| 9 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 2.66% | — | -3.45% | |
| 10 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.51% | -0.37% | +19.45% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.49% | — | +23.30% | |
| 12 | AVGO | Broadcom INC | Stock-Tech | 2.34% | -0.38% | +30.80% | |
| 13 | NOW | Servicenow INC | Stock-Tech | 1.80% | -1.23% | +18.67% | |
| 14 | PANW | Palo Alto Networks INC | Stock-Tech | 1.73% | — | +18.53% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.69% | +0.01% | +43.81% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.68% | — | +24.81% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.59% | -0.23% | +33.07% | |
| 18 | XLF | Ss Financial Select Sector | ETF-Other | 1.56% | — | +23.69% | |
| 19 | ASML | ASML Holding N.V. | Stock-Tech | 1.54% | +0.07% | +14.93% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.52% | +1.52% | NEW | |
| 21 | UNH | Unitedhealth Group INC | Stock-Healthcare | 1.51% | — | +17.58% | |
| 22 | AMD | Advanced Micro Devices | Stock-Tech | 1.42% | — | +4.55% | |
| 23 | CRWD | Crowdstrike Holdings INC - A | Stock-Tech | 1.42% | -0.81% | +3.87% | |
| 24 | MU | Micron Technology INC | Stock-Tech | 1.20% | — | +2.27% | |
| 25 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.13% | — | +4.51% | |
| 26 | UBER | Uber Technologies INC | Stock-Industrials | 1.10% | — | +27.76% | |
| 27 | CRM | Salesforce INC | Stock-Tech | 1.06% | -0.91% | +3.86% | |
| 28 | IAU | Ishares Gold Trust | ETF-Commodities | 1.03% | — | +0.18% | |
| 29 | ETN | Eaton Corporation plc | Stock-Industrials | 1.00% | +1.00% | NEW | |
| 30 | ET | Energy Transfer LP | Stock-Energy | 0.98% | — | -0.72% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.96% | +0.64% | +346.89% | |
| 32 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.91% | +0.91% | NEW | |
| 33 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.84% | +0.84% | NEW | |
| 34 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.76% | +0.76% | NEW | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.69% | — | +57.12% | |
| 36 | MA | Mastercard INC - A | Stock-Financials | 0.65% | +0.05% | +69.14% | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.65% | +0.65% | NEW | |
| 38 | DAL | Delta Air Lines INC | Stock-Industrials | 0.65% | — | -2.13% | |
| 39 | TSLA | Tesla INC | Stock-Consumer Disc | 0.64% | — | +16.34% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.61% | +0.28% | +80.51% | |
| 41 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 0.57% | +0.57% | NEW | |
| 42 | DELL | Dell Technologies -c | Stock-Tech | 0.56% | +0.46% | +500.20% | |
| 43 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.56% | +0.56% | NEW | |
| 44 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.55% | +0.55% | NEW | |
| 45 | DFAI | Dimensional International Co | ETF-Other | 0.53% | +0.53% | NEW | |
| 46 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.50% | +0.50% | NEW | |
| 47 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.47% | — | +54.10% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | +0.43% | NEW | |
| 49 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 0.43% | +0.37% | +788.28% | |
| 50 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.41% | +0.41% | NEW |
Performance for Q3 2026
+6.4%
Performance Last 4 Quarters
+17.7%
Based on 5 months of available history
Based on 72% of reported portfolio value with available pricing
Everest Financial Group LLC's most significant position changes for 2026-03-31: New buy: Vanguard S&p 500 ETF (VOO); New buy: Eaton Corporation plc (ETN); New buy: Ishares Floating Rate Bond E (FLOT); New buy: Dimensional US Core Equity 2 (DFAC); New buy: Sprott Physical Silver Trust (PSLV).
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-15 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-05-14 | 13F-HR | View on EDGAR |
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