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CIK: 0002056391
Total reported value
$738.4M
$738.4M
199 檔
19.7%
At the close of Q1 2026, Everest Financial Group LLC disclosed equity holdings valued at approximately $738.4M, spread across 199 reported holdings.
In Q1 2026, Everest Financial Group LLC displayed an active expansion posture, initiating 113 new positions and adding to 68 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.07% | -0.30% | +13.98% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.80% | +0.15% | +1.39% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.77% | -0.81% | +12.32% | |
| 4 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 4.73% | -0.37% | +4.55% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.53% | -0.24% | +13.84% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.64% | -0.90% | -16.28% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.47% | +0.58% | +8.87% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.47% | -0.39% | +21.07% | |
| 9 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 2.66% | -0.65% | -3.45% | |
| 10 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.51% | -0.41% | +19.45% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.49% | -0.39% | +23.30% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 2.34% | +0.20% | +30.80% | |
| 13 | NOW | Servicenow Inc | Stock-Tech | 1.80% | -0.49% | +18.67% | |
| 14 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.73% | +1.45% | +18.53% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.69% | -0.24% | +43.81% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.68% | -0.13% | +24.81% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.59% | -0.10% | +33.07% | |
| 18 | XLF | Ss Financial Select Sector | ETF-Other | 1.56% | -0.20% | +23.69% | |
| 19 | ASML | ASML Holding N.V. | Stock-Tech | 1.54% | +0.32% | +14.93% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.52% | -0.07% | — | |
| 21 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.51% | +0.33% | +17.58% | |
| 22 | AMD | Advanced Micro Devices | Stock-Tech | 1.42% | +1.85% | +4.55% | |
| 23 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.42% | +0.87% | +3.87% | |
| 24 | MU | Micron Technology Inc | Stock-Tech | 1.20% | +2.26% | +2.27% | |
| 25 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.13% | -0.04% | +4.51% | |
| 26 | UBER | Uber Technologies Inc | Stock-Industrials | 1.10% | -0.20% | +27.76% | |
| 27 | CRM | Salesforce Inc | Stock-Tech | 1.06% | -0.53% | +3.86% | |
| 28 | IAU | Ishares Gold Trust | ETF-Commodities | 1.03% | -0.31% | +0.18% | |
| 29 | ETN | Eaton Corporation plc | Stock-Industrials | 1.00% | -0.01% | — | |
| 30 | ET | Energy Transfer LP | Stock-Energy | 0.98% | -0.19% | -0.72% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.96% | — | +346.89% | |
| 32 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.91% | -0.22% | — | |
| 33 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.84% | -0.04% | — | |
| 34 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.76% | -0.76% | EXIT | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.69% | -0.06% | +57.12% | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.65% | -0.06% | +69.14% | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.65% | +0.09% | — | |
| 38 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.65% | +0.09% | -2.13% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.64% | -0.05% | +16.34% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.61% | -0.20% | +80.51% | |
| 41 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 0.57% | -0.17% | — | |
| 42 | DELL | Dell Technologies -c | Stock-Tech | 0.56% | +0.71% | +500.20% | |
| 43 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.56% | -0.07% | — | |
| 44 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.55% | -0.02% | — | |
| 45 | DFAI | Dimensional International Co | ETF-Other | 0.53% | -0.06% | — | |
| 46 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.50% | -0.11% | — | |
| 47 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.47% | -0.11% | +54.10% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | -0.03% | — | |
| 49 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 0.43% | +0.10% | +788.28% | |
| 50 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.41% | -0.07% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.6% | +346.89% | Add |
| 2 | DELL | Dell Technologies -c | +0.5% | +500.20% | Add |
| 3 | PVAL | Putnam Focused Lrg Cap Value | +0.4% | +788.28% | Add |
| 4 | XOM | Exxon Mobil CORP | +0.3% | +80.51% | Add |
| 5 | COST | Costco Wholesale CORP | +0.2% | +283.63% | Add |
| 6 | GLD | Spdr Gold Shares | +0.2% | +194.88% | Add |
| 7 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.1% | +140.35% | Add |
| 8 | XLK | Ss Technology Select Sector | +0.1% | +200.65% | Add |
| 9 | ASML | ASML Holding N.V. | +0.1% | +14.93% | Add |
| 10 | XLV | Ss Health Care Select Sector | +0.1% | +109.18% | Add |
| 11 | JPIE | Jpmorgan Income ETF | +0.1% | +54.10% | Add |
| 12 | SLV | Ishares Silver Trust | +0.1% | +100.91% | Add |
| 13 | MA | Mastercard Inc - A | +0.1% | +69.14% | Add |
| 14 | XEL | Xcel Energy Inc | +0.1% | +100.61% | Add |
| 15 | JPM | Jpmorgan Chase & Co | 0% | +57.12% | Add |
| 16 | ABBV | Abbvie Inc | 0% | +119.47% | Add |
| 17 | WFC | Wells Fargo & Co | 0% | +139.89% | Add |
| 18 | JNJ | Johnson & Johnson | 0% | +71.08% | Add |
| 19 | VOE | Vanguard Mid-cap Value ETF | 0% | +76.44% | Add |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +86.31% | Add |
| 21 | WMT | Walmart Inc | 0% | +74.57% | Add |
| 22 | BIV | Vanguard Intermediate-term B | 0% | +64.47% | Add |
| 23 | PULS | Pgim Ultra Short Bond ETF | 0% | +69.37% | Add |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +43.81% | Add |
| 25 | SCHM | Schwab US Mid Cap ETF | 0% | +43.47% | Add |
| 26 | ABT | Abbott Laboratories | — | +55.08% | Add |
| 27 | EPD | Enterprise Products Partners | — | +3.56% | Add |
| 28 | C | Citigroup Inc | 0% | +36.68% | Add |
| 29 | IJR | Ishares Core S&p Small-cap E | 0% | +11.37% | Add |
| 30 | BX | Blackstone Inc | 0% | +49.50% | Add |
| 31 | DIS | Walt Disney Co/the | 0% | +45.03% | Add |
| 32 | GILD | Gilead Sciences Inc | 0% | +0.44% | Add |
| 33 | CMI | Cummins Inc | 0% | +3.08% | Add |
| 34 | HYDB | Ishares High Yield Systemati | 0% | -1.61% | Trim |
| 35 | SNOW | Snowflake Inc | 0% | +47.40% | Add |
| 36 | USB | US Bancorp | 0% | +21.89% | Add |
| 37 | CELH | Celsius Holdings Inc | 0% | — | Unchanged |
| 38 | COP | Conocophillips | 0% | -28.73% | Trim |
| 39 | WK | Workiva Inc | 0% | — | Unchanged |
| 40 | GM | General Motors Co | 0% | -11.53% | Trim |
| 41 | GS | Goldman Sachs Group Inc | -0.1% | +19.46% | Add |
| 42 | AXP | American Express Co | -0.1% | +5.46% | Add |
| 43 | BLK | Blackrock Inc | -0.1% | +2.38% | Add |
| 44 | HSBC | Hsbc Holdings Plc-spons Adr | -0.1% | — | Unchanged |
| 45 | ADBE | Adobe Inc | -0.1% | -1.69% | Trim |
| 46 | TMO | Thermo Fisher Scientific Inc | -0.1% | -22.60% | Trim |
| 47 | JMEE | JPM Sma & Mid Cap En Eq Et-u | -0.1% | -28.63% | Trim |
| 48 | FDVV | Fidelity High Dividend ETF | -0.1% | +7.38% | Add |
| 49 | MS | Morgan Stanley | -0.1% | +2.72% | Add |
| 50 | QCOM | Qualcomm Inc | -0.1% | -0.35% | Trim |
According to official SEC Form 13F filings, Everest Financial Group LLC reported a total U.S. public equity portfolio value of $738.4M across 199 disclosed positions in Q1 2026.
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 AMZN, GOOGL, MSFT) accounted for 19.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
VOO
市值: $9.2M
Top Position Liquidated / Trimmed
ON
前期市值: $239.6K
During Q1 2026, Everest Financial Group LLC's top holdings by market value included AMZN (5.1%)、GOOGL (4.8%)、MSFT (4.8%). The largest single position, AMZN, represented 5.1% of total portfolio value.
In Q1 2026, Everest Financial Group LLC made 197 total portfolio adjustments, initiating 113 new buys, adding to 68 positions, trimming 13 holdings, and fully liquidating 3 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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