CIK 2056683
Everest Management Corp.
Institutional 13F holdings & portfolio
Holdings
63
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 63
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 703K | $1M+ | SH |
| AAEQ | EA SERIES TRUST | 382K | $1M+ | SH |
| GOOGL | ALPHABET INC | 43K | $1M+ | SH |
| GOOG | ALPHABET INC | 43K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| AMZN | AMAZON COM INC | 24K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 15K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 9K | $1M+ | SH |
| IXUS | ISHARES TR | 52K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 23K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 108K | $1M+ | SH |
| AVGO | BROADCOM INC | 11K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 49K | $1M+ | SH |
| AAPL | APPLE INC | 12K | $1M+ | SH |
| GSLC | GOLDMAN SACHS ETF TR | 20K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 11K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 11K | $1M+ | SH |
| GBIL | GOLDMAN SACHS ETF TR | 19K | $1M+ | SH |
| V | VISA INC | 5K | $1M+ | SH |
| DIHP | DIMENSIONAL ETF TRUST | 43K | $1M+ | SH |
| IVV | ISHARES TR | 2K | $1M+ | SH |
| ORCL | ORACLE CORP | 6K | $1M+ | SH |
| JQUA | J P MORGAN EXCHANGE TRADED F | 17K | $1M+ | SH |
| SPMC | SOUND POINT MERIDIAN CAP INC | 80K | $1M+ | SH |
| PULS | PGIM ETF TR | 22K | $1M+ | SH |
| INTU | INTUIT | 2K | $1M+ | SH |
| PAAA | PGIM ETF TR | 20K | $1M+ | SH |
| IJS | ISHARES TR | 8K | $500K+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 24K | $500K+ | SH |
| CRM | SALESFORCE INC | 3K | $500K+ | SH |
| META | META PLATFORMS INC | 1K | $500K+ | SH |
| CSCO | CISCO SYS INC | 11K | $500K+ | SH |
| VUG | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| TSLA | TESLA INC | 2K | $500K+ | SH |
| DGS | WISDOMTREE TR | 12K | $500K+ | SH |
| MUB | ISHARES TR | 6K | $500K+ | SH |
| GSST | GOLDMAN SACHS ETF TR | 12K | $500K+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 11K | $500K+ | SH |
| ANET | ARISTA NETWORKS INC | 4K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. | 2K | $500K+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 8K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 965 | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 425 | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 2K | $100K–$500K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 6K | $100K–$500K | SH |
| SPY | SPDR S&P 500 ETF TR | 544 | $100K–$500K | SH |
| WMT | WALMART INC | 3K | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 422 | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 356 | $100K–$500K | SH |
| IEMG | ISHARES INC | 4K | $100K–$500K | SH |