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CIK: 0002056683
Total reported value
$268.0M
$268.0M
72 檔
36.1%
During the Q1 2026 filing period, Everest Private Wealth (CIK: 0002056683) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $268.0M across 72 reported positions.
In Q1 2026, Everest Private Wealth displayed an active expansion posture, initiating 12 new positions and adding to 42 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 | 23.17% | -2.18% | -8.21% | |
| 2 | AAEQ | Alpha Architct US Eqty 2 ETF | ETF-Other | 8.97% | -1.51% | -0.38% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.39% | +0.21% | +2.70% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.35% | -0.44% | +1.20% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.14% | -0.19% | +104.11% | |
| 6 | AAUA | Alpha Architect US Equ 3 ETF | ETF-Other | 3.93% | -1.56% | — | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 3.41% | -1.57% | +100.49% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.14% | -0.48% | +2.84% | |
| 9 | ARES | Ares Management CORP - A | Stock-Financials | 2.84% | -2.84% | EXIT | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.75% | +0.11% | +76.94% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.69% | -0.38% | +7.07% | |
| 12 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.27% | -0.43% | — | |
| 13 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.13% | -0.34% | — | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.08% | -0.32% | -15.61% | |
| 15 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.00% | +0.08% | +4.88% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.78% | +0.10% | +3.73% | |
| 17 | AMAT | Applied Materials Inc | Stock-Tech | 1.60% | -0.42% | — | |
| 18 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.29% | -0.21% | — | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 1.12% | -0.20% | +0.62% | |
| 20 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.10% | -0.17% | +142.65% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.06% | -0.20% | +0.04% | |
| 22 | GSST | Goldman Sachs Ultra Short Bo | ETF-Commodities | 0.96% | -0.72% | +213.06% | |
| 23 | DIHP | Dimensional International Hi | ETF-Other | 0.77% | +0.02% | +10.43% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.75% | +0.17% | +0.76% | |
| 25 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.75% | +9.07% | -22.99% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.75% | -0.51% | +302.81% | |
| 27 | ORCL | Oracle CORP | Stock-Tech | 0.60% | -0.03% | +29.33% | |
| 28 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.57% | -0.25% | +4.07% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | -0.09% | -12.76% | |
| 30 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.54% | -0.08% | -1.12% | |
| 31 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.49% | -0.07% | — | |
| 32 | CPAG | F/m Com US Agg Bond ETF | ETF-Other | 0.45% | +2.04% | — | |
| 33 | SPMC | Sound Point Meridian Capital | Stock-Other | 0.44% | -0.07% | +21.33% | |
| 34 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.39% | -0.06% | +10.66% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.38% | +0.03% | +4.42% | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.36% | +0.12% | +17.87% | |
| 37 | INTU | Intuit Inc | Stock-Tech | 0.36% | -0.20% | +0.43% | |
| 38 | CRM | Salesforce Inc | Stock-Tech | 0.34% | -0.14% | +7.56% | |
| 39 | MU | Micron Technology Inc | Stock-Tech | 0.34% | +0.14% | +139.93% | |
| 40 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.32% | -0.08% | +27.69% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.31% | -0.09% | +59.06% | |
| 42 | CSCO | Cisco Systems Inc | Stock-Tech | 0.31% | +0.06% | -26.30% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.28% | -0.05% | +18.55% | |
| 44 | VUG | Vanguard Growth ETF | ETF-Other | 0.27% | -0.04% | -26.15% | |
| 45 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.26% | -0.06% | -3.18% | |
| 46 | ANET | Arista Networks Inc | Stock-Tech | 0.26% | +1.68% | +6.21% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.25% | -0.04% | +6.04% | |
| 48 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 0.25% | -0.12% | -53.60% | |
| 49 | AMD | Advanced Micro Devices | Stock-Tech | 0.23% | +0.29% | +14.63% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.22% | -0.06% | +21.91% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.8% | +104.11% | Add |
| 2 | AVGO | Broadcom Inc | +1.3% | +100.49% | Add |
| 3 | AAPL | Apple Inc | +0.9% | +76.94% | Add |
| 4 | GSST | Goldman Sachs Ultra Short Bo | +0.6% | +213.06% | Add |
| 5 | DUHP | Dimensional US High Profi Et | +0.6% | +142.65% | Add |
| 6 | WMT | Walmart Inc | +0.6% | +302.81% | Add |
| 7 | MU | Micron Technology Inc | +0.2% | +139.93% | Add |
| 8 | LLY | Eli Lilly & Co | +0.1% | +59.06% | Add |
| 9 | XOM | Exxon Mobil CORP | +0.1% | +7.12% | Add |
| 10 | COST | Costco Wholesale CORP | +0.1% | +21.91% | Add |
| 11 | VGIT | Vanguard Intermediate-term T | 0% | +27.69% | Add |
| 12 | DGS | Wisdomtree Em Small Cap | 0% | +10.66% | Add |
| 13 | IEMG | Ishares Core Msci Emerging | 0% | +19.32% | Add |
| 14 | JNJ | Johnson & Johnson | 0% | +6.93% | Add |
| 15 | DIHP | Dimensional International Hi | 0% | +10.43% | Add |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +18.55% | Add |
| 17 | ABBV | Abbvie Inc | 0% | +28.56% | Add |
| 18 | PLTR | Palantir Technologies Inc-a | 0% | +36.98% | Add |
| 19 | AMD | Advanced Micro Devices | — | +14.63% | Add |
| 20 | NFLX | Netflix Inc | — | +11.45% | Add |
| 21 | SCHF | Schwab Intl Equity ETF | — | +4.34% | Add |
| 22 | BAC | Bank Of America CORP | — | +19.17% | Add |
| 23 | DFAX | Dimensional World Ex US Core | 0% | — | Unchanged |
| 24 | EWX | State Street Spdr S&p Emergi | 0% | — | Unchanged |
| 25 | VEA | Vanguard Ftse Developed ETF | 0% | +0.60% | Add |
| 26 | PULS | Pgim Ultra Short Bond ETF | 0% | +4.07% | Add |
| 27 | IJS | Ishares S&p Small-cap 600 Va | 0% | — | Unchanged |
| 28 | MA | Mastercard Inc - A | 0% | +2.95% | Add |
| 29 | IVW | Ishares S&p 500 Growth ETF | 0% | — | Unchanged |
| 30 | VGT | Vanguard Info Tech ETF | 0% | — | Unchanged |
| 31 | JPM | Jpmorgan Chase & Co | 0% | +6.04% | Add |
| 32 | ANET | Arista Networks Inc | 0% | +6.21% | Add |
| 33 | BNDX | Vanguard Total Intl Bond ETF | 0% | -3.18% | Trim |
| 34 | TSLA | Tesla Inc | -0.1% | +17.87% | Add |
| 35 | VXUS | Vanguard Total Intl Stock | -0.1% | +4.88% | Add |
| 36 | VTV | Vanguard Value ETF | -0.1% | +0.62% | Add |
| 37 | JQUA | Jpmorgan US Quality Factor | -0.1% | -1.12% | Trim |
| 38 | META | Meta Platforms Inc-class A | -0.1% | +4.42% | Add |
| 39 | ORCL | Oracle CORP | -0.1% | +29.33% | Add |
| 40 | RSP | Invesco S&p 500 Equal Weight | -0.1% | +0.04% | Add |
| 41 | CSCO | Cisco Systems Inc | -0.2% | -26.30% | Trim |
| 42 | CRM | Salesforce Inc | -0.2% | +7.56% | Add |
| 43 | VUG | Vanguard Growth ETF | -0.2% | -26.15% | Trim |
| 44 | SPMC | Sound Point Meridian Capital | -0.2% | +21.33% | Add |
| 45 | IXUS | Ishares Core Intl Stock ETF | -0.2% | — | Unchanged |
| 46 | IVV | Ishares Core S&p 500 ETF | -0.2% | -12.76% | Trim |
| 47 | V | Visa Inc-class A Shares | -0.2% | +0.76% | Add |
| 48 | GSLC | Goldman Activebeta US Lc ETF | -0.2% | — | Unchanged |
| 49 | INTU | Intuit Inc | -0.2% | +0.43% | Add |
| 50 | DFAC | Dimensional US Core Equity 2 | -0.3% | — | Unchanged |
According to official SEC Form 13F filings, Everest Private Wealth reported a total U.S. public equity portfolio value of $268.0M across 72 disclosed positions in Q1 2026.
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, AAEQ, GOOG) accounted for 36.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
AAUA
市值: $7.8M
Top Position Liquidated / Trimmed
MUB
前期市值: $644.3K
During Q1 2026, Everest Private Wealth's top holdings by market value included DFUS (23.2%)、AAEQ (9.0%)、GOOG (6.4%). The largest single position, DFUS, represented 23.2% of total portfolio value.
In Q1 2026, Everest Private Wealth made 67 total portfolio adjustments, initiating 12 new buys, adding to 42 positions, trimming 10 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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