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CIK: 0002056683
Total reported value
$268.0M
$268.0M
65 檔
28.7%
The Q2 2025 SEC filing reveals that Everest Private Wealth held a total portfolio value of $268.0M, covering 65 public equity positions.
During Q2 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 28.7% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 36.13% | -2.18% | +17.50% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.22% | -0.44% | +1.13% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.55% | +0.21% | -0.06% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.30% | -0.48% | +1.20% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.98% | +0.10% | -8.33% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.94% | -0.34% | — | |
| 7 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.87% | -0.43% | — | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.81% | -1.57% | -30.98% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.48% | +0.11% | +47.90% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.16% | -0.19% | +7.18% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.07% | +0.08% | +19.12% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.85% | -0.32% | +3.95% | |
| 13 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.85% | -0.21% | — | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.58% | -0.20% | +0.03% | |
| 15 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 1.55% | +9.07% | -35.24% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 1.50% | -0.20% | — | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.28% | +0.17% | +0.84% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.13% | -0.38% | +10.45% | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.96% | — | — | |
| 20 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.94% | -0.25% | -13.08% | |
| 21 | SPMC | Sound Point Meridian Capital | Stock-Other | 0.94% | -0.07% | — | |
| 22 | INTU | Intuit Inc | Stock-Tech | 0.93% | -0.20% | — | |
| 23 | ORCL | Oracle CORP | Stock-Tech | 0.82% | -0.03% | +0.10% | |
| 24 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.78% | — | — | |
| 25 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.75% | -0.08% | +26.96% | |
| 26 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.74% | -0.07% | — | |
| 27 | MUB | Ishares National Muni Bond E | ETF-Other | 0.69% | — | — | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.67% | +0.03% | +6.79% | |
| 29 | CRM | Salesforce Inc | Stock-Tech | 0.67% | -0.14% | -12.57% | |
| 30 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.60% | -0.17% | +2.43% | |
| 31 | GSST | Goldman Sachs Ultra Short Bo | ETF-Commodities | 0.53% | -0.72% | +1.15% | |
| 32 | VUG | Vanguard Growth ETF | ETF-Other | 0.51% | -0.04% | — | |
| 33 | DIHP | Dimensional International Hi | ETF-Other | 0.48% | +0.02% | — | |
| 34 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 0.43% | -0.12% | -6.69% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.43% | +0.12% | +7.09% | |
| 36 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.39% | -0.06% | — | |
| 37 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.38% | -0.06% | +74.29% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.35% | -0.05% | +4.98% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.34% | -0.04% | +11.95% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.34% | — | — | |
| 41 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.31% | — | — | |
| 42 | NFLX | Netflix Inc | Stock-Comm Services | 0.29% | -0.05% | +11.94% | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.28% | -0.06% | +6.12% | |
| 44 | ANET | Arista Networks Inc | Stock-Tech | 0.28% | +1.68% | +1.35% | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.26% | +0.12% | NEW | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.25% | — | +0.35% | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.24% | -0.09% | +0.94% | |
| 48 | ZS | Zscaler Inc | Stock-Tech | 0.23% | — | — | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.21% | -0.03% | +12.74% | |
| 50 | AMD | Advanced Micro Devices | Stock-Tech | 0.20% | +0.29% | — |
According to official SEC Form 13F filings, Everest Private Wealth reported a total U.S. public equity portfolio value of $268.0M across 65 disclosed positions in Q2 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q2 2025, Everest Private Wealth's top holdings by market value included DFUS (36.1%)、GOOGL (6.2%)、GOOG (5.5%). The largest single position, DFUS, represented 36.1% of total portfolio value.
In Q2 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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