1y return+26.4%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $133 against $127 in the S&P 500.2
Everest Private WealthS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| DFUSDimensional Etf Trust | $56.3M | 21.0% | +6.4% |
| GBILGoldman Sachs Etf Tr | $26.3M | 9.8% | +1673.4% |
| AAEQEa Series Trust | $20.0M | 7.5% | −1.2% |
| GOOGAlphabet Inc | $17.7M | 6.6% | +13.9% |
| GOOGLAlphabet Inc | $15.8M | 5.9% | +1.6% |
| NVDANvidia Corporation | $10.6M | 3.9% | +12.8% |
| AAPLApple Inc | $7.7M | 2.9% | +24.0% |
| VOOVanguard Index Fds | $7.1M | 2.7% | |
| CPAGRbb Fd Inc | $6.7M | 2.5% | +644.3% |
| AAUAEa Series Trust | $6.4M | 2.4% | −29.6% |
| AMZNAmazon Com Inc | $6.2M | 2.3% | +1.9% |
| VXUSVanguard Star Fds | $5.6M | 2.1% | +26.8% |
| ANETArista Networks Inc | $5.2M | 1.9% | +626.2% |
| MSFTMicrosoft Corp | $5.0M | 1.9% | +41.9% |
| AVGOBroadcom Inc | $4.9M | 1.8% | −39.9% |
| IXUSIshares Tr | $4.9M | 1.8% | |
| Dimensional Etf TrustCUSIP 25434V708 | $4.8M | 1.8% | |
| VTIVanguard Index Fds | $4.7M | 1.8% | |
| AMATApplied Matls Inc | $3.2M | 1.2% | −52.5% |
| GSLCGoldman Sachs Etf Tr | $2.9M | 1.1% | |
| Dimensional Etf TrustCUSIP 25434V831 | $2.5M | 0.9% | +1.1% |
| VVisa Inc | $2.5M | 0.9% | +46.7% |
| VTVVanguard Index Fds | $2.5M | 0.9% | |
| RSPInvesco Exchange Traded Fd T | $2.3M | 0.9% | |
| DIHPDimensional Etf Trust | $2.1M | 0.8% | +30.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMDAdvanced Micro Devices Inc | June 30, 2025 | +309.4% | $1.4M |
| AMATApplied Matls Inc | March 31, 2026 | +111.5% | $3.2M |
| GOOGLAlphabet Inc | December 31, 2024 | +88.8% | $15.8M |
| GOOGAlphabet Inc | December 31, 2024 | +85.5% | $17.7M |
| AVGOBroadcom Inc | December 31, 2024 | +62.9% | $4.9M |
| ANETArista Networks Inc | December 31, 2024 | +53.7% | $5.2M |
| CSCOCisco Sys Inc | December 31, 2025 | +52.5% | $989K |
| NVDANvidia Corporation | December 31, 2024 | +49.0% | $10.6M |
| VXUSVanguard Star Fds | December 31, 2024 | +45.1% | $5.6M |
| IXUSIshares Tr | December 31, 2024 | +44.3% | $4.9M |
Sold off last quarter
- ARESAres Management Corporation was $5.6M
- PLTRPalantir Technologies Inc was $269K
- HDHome Depot Inc was $233K
- BMYBristol-myers Squibb Co was $210K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +15.0% | +14.8% |
| March 31, 2026 | −5.9% | −4.6% |
| December 31, 2025 | +5.0% | +2.4% |
| September 30, 2025 | +11.2% | +7.8% |
| June 30, 2025 | +12.7% | +10.5% |
| March 31, 2025 | −6.6% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Everest Private Wealth Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2056683&type=13F-HR&dateb=&owner=include&count=40CIK 2056683
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2056683/000195175726001148/Filed August 7, 2026 · accession 0001951757-26-001148