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CIK: 0002056683
Total reported value
$268.0M
$268.0M
63 檔
38.9%
At the close of Q4 2025, Everest Private Wealth disclosed equity holdings valued at approximately $268.0M, spread across 63 reported holdings.
In Q4 2025, Everest Private Wealth adopted a defensive or profit-taking posture, trimming 23 positions and completely liquidating 8 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including DFUS, AAEQ, GOOGL) accounted for 38.9% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 29.07% | -2.18% | -7.13% | |
| 2 | AAEQ | Alpha Architct US Eqty 2 ETF | ETF-Other | 10.51% | -1.51% | — | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.52% | -0.44% | -0.97% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 7.49% | +0.21% | +1.18% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.53% | -0.48% | -4.96% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.06% | -0.38% | +224.65% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.83% | -0.32% | +70.70% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.47% | +0.10% | +8.12% | |
| 9 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.44% | -0.43% | — | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.39% | -0.19% | +17.32% | |
| 11 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.39% | -0.34% | -5.26% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 2.09% | -1.57% | -23.29% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.06% | +0.08% | +0.89% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.83% | +0.11% | -30.04% | |
| 15 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.51% | -0.21% | -3.59% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 1.19% | -0.20% | -5.04% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.16% | -0.20% | -10.14% | |
| 18 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 1.07% | +9.07% | -47.54% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.96% | +0.17% | -2.51% | |
| 20 | DIHP | Dimensional International Hi | ETF-Other | 0.76% | +0.02% | — | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.75% | -0.09% | +368.33% | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 0.68% | -0.03% | +18.63% | |
| 23 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.61% | -0.08% | +0.05% | |
| 24 | SPMC | Sound Point Meridian Capital | Stock-Other | 0.61% | -0.07% | +5.62% | |
| 25 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.60% | -0.25% | -11.71% | |
| 26 | INTU | Intuit Inc | Stock-Tech | 0.60% | -0.20% | -1.03% | |
| 27 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 0.58% | -0.12% | -5.67% | |
| 28 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.52% | -0.07% | -20.10% | |
| 29 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.52% | -0.17% | -12.15% | |
| 30 | CRM | Salesforce Inc | Stock-Tech | 0.50% | -0.14% | +0.12% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.46% | +0.03% | -3.27% | |
| 32 | CSCO | Cisco Systems Inc | Stock-Tech | 0.46% | +0.06% | — | |
| 33 | VUG | Vanguard Growth ETF | ETF-Other | 0.44% | -0.04% | +0.06% | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.41% | +0.12% | -14.76% | |
| 35 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.37% | -0.06% | +0.09% | |
| 36 | MUB | Ishares National Muni Bond E | ETF-Other | 0.36% | — | — | |
| 37 | GSST | Goldman Sachs Ultra Short Bo | ETF-Commodities | 0.34% | -0.72% | -29.43% | |
| 38 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.30% | -0.06% | +3.28% | |
| 39 | ANET | Arista Networks Inc | Stock-Tech | 0.29% | +1.68% | +5.10% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.28% | -0.04% | -6.75% | |
| 41 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.28% | -0.08% | — | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.27% | -0.05% | -6.22% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.25% | -0.09% | -0.23% | |
| 44 | AMD | Advanced Micro Devices | Stock-Tech | 0.23% | +0.29% | -2.71% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.22% | -0.03% | — | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.21% | — | -4.73% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.18% | -0.51% | +12.73% | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.18% | +0.02% | — | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.17% | -0.06% | -7.77% | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.17% | -0.03% | -1.51% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +2% | +224.65% | Add |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +1% | +70.70% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.9% | +1.18% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.8% | -0.97% | Trim |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.6% | +368.33% | Add |
| 6 | NVDA | Nvidia CORP | +0.1% | +17.32% | Add |
| 7 | LLY | Eli Lilly & Co | 0% | -0.23% | Trim |
| 8 | AMD | Advanced Micro Devices | 0% | -2.71% | Trim |
| 9 | WMT | Walmart Inc | 0% | +12.73% | Add |
| 10 | CRM | Salesforce Inc | 0% | +0.12% | Add |
| 11 | MA | Mastercard Inc - A | 0% | -10.88% | Trim |
| 12 | COST | Costco Wholesale CORP | -0.1% | -7.77% | Trim |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -6.22% | Trim |
| 14 | ANET | Arista Networks Inc | -0.1% | +5.10% | Add |
| 15 | DIHP | Dimensional International Hi | -0.1% | — | Unchanged |
| 16 | NFLX | Netflix Inc | -0.1% | +692.41% | Add |
| 17 | INTU | Intuit Inc | -0.1% | -1.03% | Trim |
| 18 | TSLA | Tesla Inc | -0.1% | -14.76% | Trim |
| 19 | PAAA | Pgim Aaa Clo ETF | -0.1% | -5.67% | Trim |
| 20 | META | Meta Platforms Inc-class A | -0.1% | -3.27% | Trim |
| 21 | DUHP | Dimensional US High Profi Et | -0.2% | -12.15% | Trim |
| 22 | PULS | Pgim Ultra Short Bond ETF | -0.2% | -11.71% | Trim |
| 23 | IJS | Ishares S&p Small-cap 600 Va | -0.2% | -20.10% | Trim |
| 24 | GSST | Goldman Sachs Ultra Short Bo | -0.2% | -29.43% | Trim |
| 25 | VXUS | Vanguard Total Intl Stock | -0.2% | +0.89% | Add |
| 26 | VTV | Vanguard Value ETF | -0.2% | -5.04% | Trim |
| 27 | SPMC | Sound Point Meridian Capital | -0.2% | +5.62% | Add |
| 28 | GSLC | Goldman Activebeta US Lc ETF | -0.3% | -3.59% | Trim |
| 29 | ORCL | Oracle CORP | -0.3% | +18.63% | Add |
| 30 | IXUS | Ishares Core Intl Stock ETF | -0.3% | — | Unchanged |
| 31 | RSP | Invesco S&p 500 Equal Weight | -0.3% | -10.14% | Trim |
| 32 | MSFT | Microsoft CORP | -0.3% | +8.12% | Add |
| 33 | DFAC | Dimensional US Core Equity 2 | -0.4% | -5.26% | Trim |
| 34 | VOO | Vanguard S&p 500 ETF | -0.6% | -4.96% | Trim |
| 35 | AVGO | Broadcom Inc | -0.9% | -23.29% | Trim |
| 36 | AAPL | Apple Inc | -1% | -30.04% | Trim |
| 37 | GBIL | Goldman Sachs Access Treasur | -1.3% | -47.54% | Trim |
| 38 | DFUS | Dimensional US Eq Mkt ETF | -5.9% | -7.13% | Trim |
| 39 | AAEQ | Alpha Architct US Eqty 2 ETF | — | NEW | New buy |
| 40 | SCHX | Schwab US Large-cap ETF | — | EXIT | Sold out |
| 41 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 42 | IWF | Ishares Russell 1000 Growth | — | EXIT | Sold out |
| 43 | VGIT | Vanguard Intermediate-term T | — | NEW | New buy |
| 44 | IWB | Ishares Russell 1000 ETF | — | EXIT | Sold out |
| 45 | HD | Home Depot Inc | — | EXIT | Sold out |
| 46 | VV | Vanguard Large-cap ETF | — | EXIT | Sold out |
| 47 | MU | Micron Technology Inc | — | NEW | New buy |
| 48 | VXF | Vanguard Extended Market ETF | — | EXIT | Sold out |
| 49 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 50 | GE | General Electric | — | EXIT | Sold out |
According to official SEC Form 13F filings, Everest Private Wealth reported a total U.S. public equity portfolio value of $268.0M across 63 disclosed positions in Q4 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.
Top New Position Initiated
AAEQ
市值: $18.8M
Top Position Liquidated / Trimmed
SCHX
前期市值: $1.4M
During Q4 2025, Everest Private Wealth's top holdings by market value included DFUS (29.1%)、AAEQ (10.5%)、GOOGL (7.5%). The largest single position, DFUS, represented 29.1% of total portfolio value.
In Q4 2025, Everest Private Wealth made 48 total portfolio adjustments, initiating 4 new buys, adding to 13 positions, trimming 23 holdings, and fully liquidating 8 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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