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CIK: 0002056683
Total reported value
$268.0M
$268.0M
67 檔
32.4%
In Q3 2025, Everest Private Wealth's U.S. equity holdings reached a combined market value of $268.0M, distributed across 67 disclosed stock positions.
In Q3 2025, Everest Private Wealth displayed an active expansion posture, initiating 19 new positions and adding to 18 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 34.95% | -2.18% | +0.86% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.74% | -0.44% | -11.48% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.57% | +0.21% | -2.87% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.14% | -0.48% | +0.86% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 2.98% | -1.57% | -0.39% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.81% | +0.11% | +2.77% | |
| 7 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.80% | -0.34% | — | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.80% | +0.10% | +1.70% | |
| 9 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.72% | -0.43% | — | |
| 10 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 2.34% | +9.07% | +70.46% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.33% | -0.19% | +2.90% | |
| 12 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.27% | +0.08% | +16.48% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.85% | -0.32% | +4.66% | |
| 14 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.76% | -0.21% | — | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.46% | -0.20% | +0.03% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 1.40% | -0.20% | +0.07% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.09% | +0.17% | -0.04% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.03% | -0.38% | +2.72% | |
| 19 | ORCL | Oracle CORP | Stock-Tech | 0.94% | -0.03% | +0.86% | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.91% | — | — | |
| 21 | SPMC | Sound Point Meridian Capital | Stock-Other | 0.84% | -0.07% | +3.70% | |
| 22 | DIHP | Dimensional International Hi | ETF-Other | 0.83% | +0.02% | +88.59% | |
| 23 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.78% | -0.25% | -6.23% | |
| 24 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.72% | -0.07% | — | |
| 25 | INTU | Intuit Inc | Stock-Tech | 0.72% | -0.20% | -0.12% | |
| 26 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 0.71% | -0.12% | +86.47% | |
| 27 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.70% | -0.08% | +0.03% | |
| 28 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.67% | -0.17% | +17.83% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.60% | +0.03% | +2.14% | |
| 30 | GSST | Goldman Sachs Ultra Short Bo | ETF-Commodities | 0.55% | -0.72% | +16.85% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.54% | +0.12% | +2.40% | |
| 32 | CRM | Salesforce Inc | Stock-Tech | 0.51% | -0.14% | -1.09% | |
| 33 | VUG | Vanguard Growth ETF | ETF-Other | 0.50% | -0.04% | — | |
| 34 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.42% | -0.06% | +21.11% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-Other | 0.41% | — | -34.94% | |
| 36 | ANET | Arista Networks Inc | Stock-Tech | 0.35% | +1.68% | +0.59% | |
| 37 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.34% | -0.06% | — | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.34% | -0.04% | +2.99% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.33% | — | — | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.33% | -0.05% | +3.83% | |
| 41 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.29% | — | — | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.24% | — | +0.18% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.24% | -0.03% | +45.58% | |
| 44 | NFLX | Netflix Inc | Stock-Comm Services | 0.23% | -0.05% | +1.00% | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.23% | -0.06% | -3.26% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.21% | -0.09% | -0.93% | |
| 47 | AMD | Advanced Micro Devices | Stock-Tech | 0.21% | +0.29% | +2.16% | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.20% | +0.02% | +9.61% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.19% | -0.03% | +2.11% | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.19% | -0.03% | +24.39% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.6% | +2.90% | Add |
| 2 | AAPL | Apple Inc | +0.5% | +2.77% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.4% | -2.87% | Trim |
| 4 | VXUS | Vanguard Total Intl Stock | +0.3% | +16.48% | Add |
| 5 | ORCL | Oracle CORP | +0.3% | +0.86% | Add |
| 6 | DGS | Wisdomtree Em Small Cap | +0.2% | +21.11% | Add |
| 7 | PAAA | Pgim Aaa Clo ETF | +0.1% | +86.47% | Add |
| 8 | TSLA | Tesla Inc | +0.1% | +2.40% | Add |
| 9 | ANET | Arista Networks Inc | +0.1% | +0.59% | Add |
| 10 | JPM | Jpmorgan Chase & Co | 0% | +2.99% | Add |
| 11 | JQUA | Jpmorgan US Quality Factor | 0% | +0.03% | Add |
| 12 | META | Meta Platforms Inc-class A | 0% | +2.14% | Add |
| 13 | DUHP | Dimensional US High Profi Et | 0% | +17.83% | Add |
| 14 | VUG | Vanguard Growth ETF | -0.1% | — | Unchanged |
| 15 | AMZN | Amazon.com Inc | -0.1% | +2.72% | Add |
| 16 | GOOGL | Alphabet Inc-cl A | -0.1% | -11.48% | Trim |
| 17 | AVGO | Broadcom Inc | -0.2% | -0.39% | Trim |
| 18 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | +4.66% | Add |
| 19 | DFUS | Dimensional US Eq Mkt ETF | -0.3% | +0.86% | Add |
| 20 | MSFT | Microsoft CORP | -0.3% | +1.70% | Trim |
| 21 | GSLC | Goldman Activebeta US Lc ETF | -0.4% | — | Unchanged |
| 22 | CRM | Salesforce Inc | -0.4% | -1.09% | Trim |
| 23 | RSP | Invesco S&p 500 Equal Weight | -0.5% | +0.03% | Add |
| 24 | IXUS | Ishares Core Intl Stock ETF | -0.6% | — | Unchanged |
| 25 | PULS | Pgim Ultra Short Bond ETF | -0.6% | -6.23% | Trim |
| 26 | DFAC | Dimensional US Core Equity 2 | -0.6% | — | Unchanged |
| 27 | GBIL | Goldman Sachs Access Treasur | -0.7% | +70.46% | Add |
| 28 | VOO | Vanguard S&p 500 ETF | -0.7% | +0.86% | Add |
| 29 | SCHX | Schwab US Large-cap ETF | — | NEW | New buy |
| 30 | SPMC | Sound Point Meridian Capital | — | NEW | New buy |
| 31 | DIHP | Dimensional International Hi | — | NEW | New buy |
| 32 | INTU | Intuit Inc | — | NEW | New buy |
| 33 | CSCO | Cisco Systems Inc | — | EXIT | Sold out |
| 34 | MUB | Ishares National Muni Bond E | — | NEW | New buy |
| 35 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 36 | IWB | Ishares Russell 1000 ETF | — | NEW | New buy |
| 37 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 38 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 39 | IEMG | Ishares Core Msci Emerging | — | NEW | New buy |
| 40 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 41 | HD | Home Depot Inc | — | NEW | New buy |
| 42 | SCHF | Schwab Intl Equity ETF | — | NEW | New buy |
| 43 | VV | Vanguard Large-cap ETF | — | NEW | New buy |
| 44 | SNPS | Synopsys Inc | — | NEW | New buy |
| 45 | VTEB | Vanguard Tax-exempt Bond ETF | — | EXIT | Sold out |
| 46 | VXF | Vanguard Extended Market ETF | — | NEW | New buy |
| 47 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 48 | PG | Procter & Gamble Co/the | — | EXIT | Sold out |
| 49 | BAC | Bank Of America CORP | — | NEW | New buy |
| 50 | GE | General Electric | — | NEW | New buy |
According to official SEC Form 13F filings, Everest Private Wealth reported a total U.S. public equity portfolio value of $268.0M across 67 disclosed positions in Q3 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 DFUS, GOOGL, GOOG) accounted for 32.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
SCHX
市值: $1.4M
Top Position Liquidated / Trimmed
CSCO
前期市值: $673.6K
During Q3 2025, Everest Private Wealth's top holdings by market value included DFUS (35.0%)、GOOGL (6.7%)、GOOG (6.6%). The largest single position, DFUS, represented 35.0% of total portfolio value.
In Q3 2025, Everest Private Wealth made 46 total portfolio adjustments, initiating 19 new buys, adding to 18 positions, trimming 6 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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