EP
Everest Private Wealth — 13F Portfolio Changes & Top Buys (Q2 2026)
Everest Private WealthCIK: 0002056683
Diversified strategySector-focusedLong-term holder
Total reported value
$268.0M
Reporting period: 2026-06-30 · Number of holdings: 85
Everest Private Wealth disclosed 85 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $268.0M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 30.17
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 100
- Diversification
- 100
- Sizing Uniformity
- 76.6
Everest Private Wealth's disclosed holdings carry a Herfindahl concentration index of 0.075 — mathematically equivalent to about 13 equally-sized positions, well below its 85 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 2.34), 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 37% 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.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd GBIL
+1673.4% $24.8M
Sold out ARES
Trim DFUS
+6.4% $10.5M
Add CPAG
+644.3% $5.8M
Add ANET
+626.2% $4.7M
Trim AVGO
-39.9% -$1.8M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 20.99% | -2.18% | +6.43% | |
| 2 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 9.82% | +9.07% | +1673.45% | |
| 3 | AAEQ | Alpha Architct US Eqty 2 ETF | ETF-Other | 7.46% | -1.51% | -1.20% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.60% | +0.21% | +13.91% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.91% | -0.44% | +1.58% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.95% | -0.19% | +12.82% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.86% | +0.11% | +23.99% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.66% | -0.48% | +0.02% | |
| 9 | CPAG | F/m Com US Agg Bond ETF | ETF-Other | 2.49% | +2.04% | +644.31% | |
| 10 | AAUA | Alpha Architect US Equ 3 ETF | ETF-Other | 2.37% | -1.56% | -29.65% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.31% | -0.38% | +1.94% | |
| 12 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.08% | +0.08% | +26.82% | |
| 13 | ANET | Arista Networks Inc | Stock-Tech | 1.94% | +1.68% | +626.21% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.88% | +0.10% | +41.91% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.84% | -1.57% | -39.95% | |
| 16 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.84% | -0.43% | — | |
| 17 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.79% | -0.34% | — | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.76% | -0.32% | +0.01% | |
| 19 | AMAT | Applied Materials Inc | Stock-Tech | 1.18% | -0.42% | -52.55% | |
| 20 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.08% | -0.21% | — | |
| 21 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.93% | -0.17% | +1.06% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 0.92% | +0.17% | +46.72% | |
| 23 | VTV | Vanguard Value ETF | ETF-Other | 0.92% | -0.20% | +0.06% | |
| 24 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.86% | -0.20% | +0.04% | |
| 25 | DIHP | Dimensional International Hi | ETF-Other | 0.79% | +0.02% | +30.36% | |
| 26 | SNPS | Synopsys Inc | Stock-Tech | 0.61% | +0.61% | NEW | |
| 27 | ORCL | Oracle CORP | Stock-Tech | 0.57% | -0.03% | +30.04% | |
| 28 | AMD | Advanced Micro Devices | Stock-Tech | 0.51% | +0.29% | +7.12% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.48% | +0.12% | +59.71% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | -0.09% | — | |
| 31 | MU | Micron Technology Inc | Stock-Tech | 0.48% | +0.14% | -43.82% | |
| 32 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.46% | -0.08% | -1.37% | |
| 33 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.42% | -0.07% | — | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.41% | +0.03% | +50.42% | |
| 35 | EQAL | Invesco Russell 1000 Equal W | ETF-Other | 0.38% | +0.38% | NEW | |
| 36 | SPMC | Sound Point Meridian Capital | Stock-Other | 0.37% | -0.07% | +3.74% | |
| 37 | CSCO | Cisco Systems Inc | Stock-Tech | 0.37% | +0.06% | +7.52% | |
| 38 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.33% | -0.06% | +5.38% | |
| 39 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.32% | -0.25% | -23.57% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.24% | -0.51% | -52.04% | |
| 41 | GSST | Goldman Sachs Ultra Short Bo | ETF-Commodities | 0.24% | -0.72% | -66.48% | |
| 42 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.24% | -0.08% | — | |
| 43 | VUG | Vanguard Growth ETF | ETF-Other | 0.23% | -0.04% | +500.08% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | -0.05% | +7.60% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.23% | -0.09% | -24.41% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.21% | -0.04% | +3.65% | |
| 47 | WDC | Western Digital CORP | Stock-Tech | 0.21% | +0.11% | +13.40% | |
| 48 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.20% | -0.06% | — | |
| 49 | CRM | Salesforce Inc | Stock-Tech | 0.20% | -0.14% | -7.69% | |
| 50 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.17% | +0.02% | +794.79% |
1–50 of 85
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Portfolio Performance
Performance for Q3 2026
+1.1%
Performance Last 4 Quarters
+26.7%
- Stdev
- +16.3%
- Beta
- +1.18
- Alpha
- +3.5%
- Max Drawdown
- -7.1%
- Annualized Perf
- +27.9%
- Batting Avg vs S&P
- +66.7%
- Sortino
- +3.73
- Stutzer
- +0.49
- Treynor
- +0.22
- Sterling
- +1.63
- Calmar
- +3.92
- Information Ratio
- +1.5
- Tracking Error
- +4.6%
- Stdev Down
- +7%
- Winning Months %
- +72.2%
- Losing Months %
- +27.8%
- Best 12 Months
- +45%
- Worst 12 Months
- +26.7%
- Efficiency Ratio
- +0.62
- Sharpe
- +1.6
- Stdev Sectors
- +17.5%
- Skewness
- +0.46
- Kurtosis
- +0.72
- Upside Potential
- +5.31
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Everest Private Wealth's most significant position changes for 2026-06-30: Sold out: Ares Management CORP - A (ARES); New buy: Synopsys Inc (SNPS); New buy: Invesco Russell 1000 Equal W (EQAL); New buy: Intel CORP (INTC); New buy: Ishares Semiconductor ETF (SOXX).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GBIL | Goldman Sachs Access Treasur | +9.1% | +1673.45% | Add |
| 2 | CPAG | F/m Com US Agg Bond ETF | +2% | +644.31% | Add |
| 3 | ANET | Arista Networks Inc | +1.7% | +626.21% | Add |
| 4 | SNPS | Synopsys Inc | +0.6% | NEW | New buy |
| 5 | EQAL | Invesco Russell 1000 Equal W | +0.4% | NEW | New buy |
| 6 | AMD | Advanced Micro Devices | +0.3% | +7.12% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | +13.91% | Add |
| 8 | V | Visa Inc-class A Shares | +0.2% | +46.72% | Add |
| 9 | INTC | Intel CORP | +0.2% | NEW | New buy |
| 10 | MU | Micron Technology Inc | +0.1% | -43.82% | Trim |
| 11 | SOXX | Ishares Semiconductor ETF | +0.1% | NEW | New buy |
| 12 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | NEW | New buy |
| 13 | TSLA | Tesla Inc | +0.1% | +59.71% | Add |
| 14 | SNDK | Sandisk CORP | +0.1% | NEW | New buy |
| 15 | CDNS | Cadence Design Sys Inc | +0.1% | NEW | New buy |
| 16 | UNH | Unitedhealth Group Inc | +0.1% | NEW | New buy |
| 17 | SCHD | Schwab US Dvd Equity ETF | +0.1% | NEW | New buy |
| 18 | AAPL | Apple Inc | +0.1% | +23.99% | Add |
| 19 | WDC | Western Digital CORP | +0.1% | +13.40% | Add |
| 20 | CAT | Caterpillar Inc | +0.1% | NEW | New buy |
| 21 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 22 | MSFT | Microsoft CORP | +0.1% | +41.91% | Add |
| 23 | STX | Seagate Technology Holdings plc | +0.1% | NEW | New buy |
| 24 | VXUS | Vanguard Total Intl Stock | +0.1% | +26.82% | Add |
| 25 | MRK | Merck & Co. Inc. | +0.1% | NEW | New buy |
| 26 | PG | Procter & Gamble Co/the | +0.1% | NEW | New buy |
| 27 | IBM | Intl Business Machines CORP | +0.1% | NEW | New buy |
| 28 | MS | Morgan Stanley | +0.1% | NEW | New buy |
| 29 | CVX | Chevron CORP | +0.1% | NEW | New buy |
| 30 | CSCO | Cisco Systems Inc | +0.1% | +7.52% | Add |
| 31 | KLAC | Kla CORP | 0% | +870.21% | Add |
| 32 | DEHP | Dimensional Emrg Mrk Hi Prof | 0% | +42.73% | Add |
| 33 | META | Meta Platforms Inc-class A | 0% | +50.42% | Add |
| 34 | DIHP | Dimensional International Hi | 0% | +30.36% | Add |
| 35 | VGT | Vanguard Info Tech ETF | 0% | +794.79% | Add |
| 36 | GEV | GE Vernova Inc | 0% | +11.79% | Add |
| 37 | ZS | Zscaler Inc | — | +41.01% | Add |
| 38 | JNJ | Johnson & Johnson | 0% | +15.20% | Add |
| 39 | IVW | Ishares S&p 500 Growth ETF | 0% | — | Unchanged |
| 40 | BAC | Bank Of America CORP | 0% | +2.58% | Add |
| 41 | GE | General Electric | 0% | -9.66% | Trim |
| 42 | ORCL | Oracle CORP | 0% | +30.04% | Add |
| 43 | IEMG | Ishares Core Msci Emerging | 0% | — | Unchanged |
| 44 | VEA | Vanguard Ftse Developed ETF | 0% | — | Unchanged |
| 45 | EWX | State Street Spdr S&p Emergi | 0% | — | Unchanged |
| 46 | SCHF | Schwab Intl Equity ETF | 0% | — | Unchanged |
| 47 | DFAX | Dimensional World Ex US Core | 0% | — | Unchanged |
| 48 | ABBV | Abbvie Inc | 0% | -8.21% | Trim |
| 49 | MA | Mastercard Inc - A | 0% | -3.48% | Trim |
| 50 | VUG | Vanguard Growth ETF | 0% | +500.08% | Add |
1–50 of 89
Filing History
FAQ
What is Everest Private Wealth and what type of investor is it?
Everest Private Wealth is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $268.0M, spread across 85 disclosed positions.
What are Everest Private Wealth's largest equity positions?
Based on the latest 13F filing, Everest Private Wealth's top holdings by market value are:
1. Dimensional US Eq Mkt ETF (DFUS) — $56.3M (21.0%)
2. Goldman Sachs Access Treasur (GBIL) — $26.3M (9.8%)
3. Alpha Architct US Eqty 2 ETF (AAEQ) — $20.0M (7.5%)
4. Alphabet Inc-cl C (GOOG) — $17.7M (6.6%)
5. Alphabet Inc-cl A (GOOGL) — $15.8M (5.9%)
What changes did Everest Private Wealth make in its most recent portfolio filing?
In the latest reported quarter, Everest Private Wealth made 76 notable position adjustments: 17 new positions were initiated, 40 existing holdings were added to, 15 positions were partially reduced, and 4 were completely exited. The largest of these moves: Sold out: Ares Management CORP - A (ARES); New buy: Synopsys Inc (SNPS); New buy: Invesco Russell 1000 Equal W (EQAL); New buy: Intel CORP (INTC); New buy: Ishares Semiconductor ETF (SOXX)
What sectors does Everest Private Wealth focus on?
Everest Private Wealth is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 48.5%
• Communication Services: 35.4%
• Consumer Discretionary: 7.6%
• Financials: 3.9%
• Health Care: 1.9%
• Consumer Staples: 1.3%
Investment Profile
Everest Private Wealth returned an annualized 27.9% over the trailing 18 months — outperforming the S&P 500 by 3.5 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.18 (more volatile than the market) and a 67% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 48.5% of the portfolio concentrated in Information Technology.
Its concentration score has fallen from 59 to 30 over the past 4 quarters — a shift toward broader diversification.
It has added to its NVDA position over the past two quarters (+$6.3M, now $10.6M), while trimming PAAA over the same stretch (-$692.0K, still holding $356.0K).
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Developer Access
Access Everest Private Wealth's institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/everest-management-corpCLI
npx alphasmo institutions get everest-management-corp