Everest Management Corp. — 13F holdings

Everest Management Corp. reported 85 holdings worth $268M in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

  1. DFUS DIMENSIONAL ETF TRUST — $56.3M (21.0%)
  2. GBIL GOLDMAN SACHS ETF TR — $26.3M (9.8%)
  3. AAEQ EA SERIES TRUST — $20.0M (7.5%)
  4. GOOG ALPHABET INC — $17.7M (6.6%)
  5. GOOGL ALPHABET INC — $15.8M (5.9%)
  6. NVDA NVIDIA CORPORATION — $10.6M (3.9%)
  7. AAPL APPLE INC — $7.68M (2.9%)
  8. VOO VANGUARD INDEX FDS — $7.13M (2.7%)
  9. CPAG RBB FD INC — $6.69M (2.5%)
  10. AAUA EA SERIES TRUST — $6.35M (2.4%)