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CIK: 0002056391
Total reported value
$738.4M
$738.4M
89 檔
20.0%
During the Q4 2025 filing period, Everest Financial Group LLC (CIK: 0002056391) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $738.4M across 89 reported positions.
During Q4 2025, Everest Financial Group LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.50% | -0.81% | — | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.00% | +0.15% | — | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.70% | -0.30% | — | |
| 4 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 6.12% | -0.37% | — | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 5.77% | -0.24% | — | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.27% | -0.90% | — | |
| 7 | AAPL | Apple Inc | Stock-Tech | 4.17% | -0.39% | — | |
| 8 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.89% | +0.58% | — | |
| 9 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 3.71% | -0.65% | — | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.16% | -0.39% | — | |
| 11 | NOW | Servicenow Inc | Stock-Tech | 3.03% | -0.49% | — | |
| 12 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.88% | -0.41% | — | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 2.72% | +0.20% | — | |
| 14 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.28% | +1.45% | — | |
| 15 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.23% | +0.87% | — | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 2.13% | -0.13% | — | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.12% | +0.33% | — | |
| 18 | CRM | Salesforce Inc | Stock-Tech | 1.97% | -0.53% | — | |
| 19 | AMD | Advanced Micro Devices | Stock-Tech | 1.94% | +1.85% | — | |
| 20 | XLF | Ss Financial Select Sector | ETF-Other | 1.90% | -0.20% | — | |
| 21 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.82% | -0.10% | — | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.68% | -0.24% | — | |
| 23 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.64% | -0.04% | — | |
| 24 | ASML | ASML Holding N.V. | Stock-Tech | 1.47% | +0.32% | — | |
| 25 | MU | Micron Technology Inc | Stock-Tech | 1.34% | +2.26% | — | |
| 26 | UBER | Uber Technologies Inc | Stock-Industrials | 1.33% | -0.20% | — | |
| 27 | IAU | Ishares Gold Trust | ETF-Commodities | 1.28% | -0.31% | — | |
| 28 | ET | Energy Transfer LP | Stock-Energy | 1.15% | -0.19% | — | |
| 29 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.94% | +0.09% | — | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.90% | -0.05% | — | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.65% | -0.06% | — | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 0.60% | -0.06% | — | |
| 33 | ECL | Ecolab Inc | Stock-Materials | 0.48% | -0.05% | — | |
| 34 | XMVM | Invesco S&p Midcap Value Wit | ETF-Other | 0.48% | -0.04% | — | |
| 35 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.41% | -0.11% | — | |
| 36 | GGG | Graco Inc | Stock-Industrials | 0.38% | -0.07% | — | |
| 37 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.35% | -0.05% | — | |
| 38 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.35% | — | — | |
| 39 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.34% | -0.04% | — | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.33% | -0.20% | — | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.32% | — | — | |
| 42 | VHT | Vanguard Health Care ETF | ETF-Other | 0.29% | -0.03% | — | |
| 43 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.29% | -0.04% | — | |
| 44 | MS | Morgan Stanley | Stock-Financials | 0.24% | — | — | |
| 45 | HSBC | Hsbc Holdings Plc-spons Adr | Stock-Financials | 0.21% | — | — | |
| 46 | USB | US Bancorp | Stock-Financials | 0.20% | — | — | |
| 47 | QCOM | Qualcomm Inc | Stock-Tech | 0.18% | +0.01% | — | |
| 48 | BLK | Blackrock Inc | Stock-Financials | 0.17% | -0.02% | — | |
| 49 | C | Citigroup Inc | Stock-Financials | 0.17% | +0.01% | — | |
| 50 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.16% | — | — |
According to official SEC Form 13F filings, Everest Financial Group LLC reported a total U.S. public equity portfolio value of $738.4M across 89 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, GOOGL, AMZN) accounted for 20.0% of total reported equity market value during Q4 2025.
During Q4 2025, Everest Financial Group LLC's top holdings by market value included MSFT (7.5%)、GOOGL (7.0%)、AMZN (6.7%). The largest single position, MSFT, represented 7.5% of total portfolio value.
In Q4 2025, Everest Financial Group LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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