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CIK: 0002056683
Total reported value
$268.0M
$268.0M
51 檔
23.2%
At the close of Q1 2025, Everest Private Wealth disclosed equity holdings valued at approximately $268.0M, spread across 51 reported holdings.
During Q1 2025, Everest Private Wealth's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including DFUS, GOOGL, GOOG) accounted for 23.2% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 35.21% | -2.18% | -1.21% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.85% | -0.44% | +0.41% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.21% | +0.21% | +67.22% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.87% | -0.48% | +2.34% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.43% | -0.34% | — | |
| 6 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 3.29% | -0.43% | — | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 3.14% | -1.57% | +157.21% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.11% | +0.10% | +22.02% | |
| 9 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 3.03% | +9.07% | +122.71% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.30% | +0.11% | +12.35% | |
| 11 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 2.13% | -0.21% | — | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.04% | -0.32% | +0.33% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.98% | +0.08% | -13.95% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.91% | -0.20% | +0.03% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.86% | -0.20% | +0.08% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.75% | -0.19% | +8.42% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.59% | +0.17% | +4.41% | |
| 18 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.37% | -0.25% | +45.04% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.12% | -0.38% | +15.06% | |
| 20 | CRM | Salesforce Inc | Stock-Tech | 0.95% | -0.14% | +74.75% | |
| 21 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.91% | -0.07% | — | |
| 22 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.71% | -0.08% | — | |
| 23 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.70% | -0.17% | — | |
| 24 | ORCL | Oracle CORP | Stock-Tech | 0.66% | -0.03% | -4.77% | |
| 25 | GSST | Goldman Sachs Ultra Short Bo | ETF-Commodities | 0.66% | -0.72% | -10.36% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.62% | +0.03% | +29.13% | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 0.61% | +0.06% | — | |
| 28 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 0.58% | -0.12% | +31.15% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.55% | -0.04% | +0.06% | |
| 30 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.48% | -0.06% | — | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.46% | -0.05% | +16.54% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.41% | +0.12% | +27.03% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.33% | -0.04% | +7.10% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.32% | -0.06% | -8.96% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.32% | -0.09% | +12.70% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.29% | — | +0.18% | |
| 37 | ANET | Arista Networks Inc | Stock-Tech | 0.26% | +1.68% | +1.79% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.25% | -0.08% | — | |
| 39 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.24% | -0.06% | — | |
| 40 | MA | Mastercard Inc - A | Stock-Financials | 0.23% | -0.03% | +12.65% | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.23% | -0.05% | +12.61% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.22% | -0.09% | — | |
| 43 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.21% | -0.03% | — | |
| 44 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.21% | — | +0.33% | |
| 45 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.21% | -0.03% | — | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.20% | -0.02% | — | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.20% | +0.08% | NEW | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.20% | -0.03% | — | |
| 49 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.19% | +0.02% | — | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.18% | -0.51% | — |
According to official SEC Form 13F filings, Everest Private Wealth reported a total U.S. public equity portfolio value of $268.0M across 51 disclosed positions in Q1 2025.
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During Q1 2025, Everest Private Wealth's top holdings by market value included DFUS (35.2%)、GOOGL (6.8%)、GOOG (6.2%). The largest single position, DFUS, represented 35.2% of total portfolio value.
In Q1 2025, Everest Private Wealth 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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