Everest Financial Group LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed May 14, 2026), Everest Financial Group LLC reported 89 stock positions worth $447.0 million. Its top holding was Microsoft (MSFT) at 7.5% of the portfolio, followed by Alphabet Class A (GOOGL, 7.0%) and Amazon.com (AMZN, 6.7%).
- Most Recent 13F
- Q2 2026
- Location
- MINNEAPOLIS, MN
- CIK
- 0002056391
- Portfolio Value
- $447.0M (Q4 2025)
- SEC Filing
- 0002056391-26-000004 ↗ filed May 14, 2026
Holdings Value
Holdings 89 stocks · $447.0M
| MSFT Microsoft Corp. | 7.50% | 69,683 | $33.5M | — |
| GOOGL Alphabet Inc. Class A | 7.00% | 100,016 | $31.3M | — |
| AMZN Amazon.com Inc. | 6.70% | 129,656 | $29.9M | — |
| RWL Invesco S&P 500 Revenue ETF | 6.12% | 238,961 | $27.4M | — |
| NVDA Nvidia Corp. | 5.77% | 138,700 | $25.8M | — |
| SCHD Schwab US DVD Equity ETF | 5.27% | 860,268 | $23.6M | — |
| AAPL Apple Inc. | 4.17% | 68,501 | $18.6M | — |
| TSM Taiwan Semiconductor-SP ADR | 3.89% | 57,264 | $17.4M | — |
| XMHQ Invesco S&P Midcap Qual ETF | 3.71% | 161,743 | $16.6M | — |
| META Meta Platforms Inc. Class A | 3.16% | 21,451 | $14.1M | — |
| NOW ServiceNow Inc. | 3.03% | 88,288 | $13.5M | — |
| JEPI JPMorgan Equity Premium Inco | 2.88% | 224,772 | $12.9M | — |
| AVGO Broadcom Inc. | 2.71% | 35,031 | $12.1M | — |
| PANW Palo Alto Networks Inc. | 2.28% | 55,227 | $10.2M | — |
| CRWD CrowdStrike Holdings Inc. Class A | 2.23% | 21,231 | $10.0M | — |
| V Visa Inc. Class A | 2.13% | 27,116 | $9.5M | — |
| UNH Unitedhealth Group Inc. | 2.12% | 28,887 | $9.5M | — |
| CRM Salesforce Inc. | 1.97% | 33,250 | $8.8M | — |
| AMD Advanced Micro Devices | 1.94% | 40,522 | $8.7M | — |
| XLF SS Financial Select Sector | 1.90% | 154,974 | $8.5M | — |
| SCHG Schwab US Large-Cap Growth | 1.82% | 249,838 | $8.1M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.68% | 14,909 | $7.5M | — |
| IWY iShares Russell Top 200 Grow | 1.64% | 26,453 | $7.3M | — |
| ASML ASML Holding NV-NY Reg SHS | 1.47% | 6,142 | $6.6M | — |
| MU Micron Technology Inc. | 1.34% | 21,052 | $6.0M | — |
| UBER Uber Technologies Inc. | 1.33% | 72,633 | $5.9M | — |
| IAU iShares Gold Trust | 1.28% | 70,602 | $5.7M | — |
| ET Energy Transfer LP | 1.15% | 310,966 | $5.1M | — |
| DAL Delta Air Lines Inc. | 0.94% | 60,219 | $4.2M | — |
| TSLA Tesla Inc. | 0.90% | 8,949 | $4.0M | — |
| JPM JPMorgan Chase & Co. | 0.65% | 9,069 | $2.9M | — |
| MA Mastercard Inc. Class A | 0.60% | 4,679 | $2.7M | — |
| ECL Ecolab Inc. | 0.48% | 8,240 | $2.2M | — |
| XMVM Invesco S&P Midcap Value Wit | 0.48% | 33,318 | $2.1M | — |
| JPIE JPMorgan Income ETF | 0.41% | 39,785 | $1.8M | — |
| GGG Graco Inc. | 0.38% | 20,807 | $1.7M | — |
| SCHW Schwab (charles) Corp. | 0.35% | 15,509 | $1.5M | — |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.35% | 14,472 | $1.5M | — |
| GS Goldman Sachs Group Inc. | 0.34% | 1,727 | $1.5M | — |
| XOM Exxon Mobil Corp. | 0.33% | 12,114 | $1.5M | — |
| GOOG Alphabet Inc. Class C | 0.32% | 4,568 | $1.4M | — |
| VHT Vanguard Health Care ETF | 0.29% | 4,511 | $1.3M | — |
| FDVV Fidelity High Dividend ETF | 0.29% | 22,616 | $1.3M | — |
| MS Morgan Stanley | 0.24% | 6,066 | $1.1M | — |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.21% | 12,067 | $949K | — |
| USB US Bancorp | 0.20% | 16,759 | $894K | — |
| QCOM Qualcomm Inc. | 0.18% | 4,799 | $821K | — |
| BLK BlackRock Inc. | 0.17% | 714 | $764K | — |
| C Citigroup Inc. | 0.17% | 6,380 | $744K | — |
| JMUB JPMorgan Municipal ETF | 0.16% | 14,558 | $735K | — |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 0.16% | 11,087 | $714K | — |
| AXP American Express Co. | 0.15% | 1,849 | $684K | — |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.15% | 19,011 | $651K | — |
| TMO Thermo Fisher Scientific Inc. | 0.14% | 1,053 | $610K | — |
| XLV SS Health Care Select Sector | 0.13% | 3,877 | $600K | — |
| COP Conocophillips | 0.13% | 6,178 | $578K | — |
| ADBE Adobe Inc. | 0.12% | 1,541 | $537K | — |
| GLD SPDR Gold Shares | 0.12% | 1,308 | $518K | — |
| GM General Motors Co. | 0.11% | 6,221 | $506K | — |
| SCHM Schwab US Mid Cap ETF | 0.11% | 16,283 | $490K | — |
| CMI Cummins Inc. | 0.10% | 910 | $465K | — |
| SLV iShares Silver Trust | 0.10% | 6,947 | $448K | — |
| DELL Dell Technologies -C | 0.10% | 3,459 | $445K | — |
| COST Costco Wholesale Corp. | 0.10% | 513 | $443K | — |
| BX Blackstone Inc. | 0.09% | 2,691 | $415K | — |
| XEL Xcel Energy Inc. | 0.09% | 5,403 | $399K | — |
| IJR iShares Core S&P Small-Cap E | 0.09% | 3,306 | $397K | — |
| BIV Vanguard Intermediate-Term B | 0.08% | 4,850 | $378K | — |
| WK Workiva Inc. | 0.08% | 4,182 | $361K | — |
| ABBV Abbvie Inc. | 0.08% | 1,561 | $357K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.08% | 504 | $344K | — |
| XLK SS Technology Select Sector | 0.07% | 2,302 | $331K | — |
| WFC Wells Fargo & Co. | 0.07% | 3,545 | $330K | — |
| CELH Celsius Holdings Inc. | 0.07% | 7,053 | $323K | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.06% | 1,630 | $289K | — |
| PVAL Putnam Focused LRG Cap Value | 0.06% | 6,303 | $287K | — |
| GILD Gilead Sciences Inc. | 0.06% | 2,284 | $280K | — |
| JPST JPMorgan Ultra-Short Income | 0.06% | 5,457 | $276K | — |
| SNOW Snowflake Inc. | 0.06% | 1,211 | $266K | — |
| WMT Walmart Inc. | 0.06% | 2,344 | $261K | — |
| JNJ Johnson & Johnson | 0.06% | 1,238 | $256K | — |
| HYDB iShares High Yield Systemati | 0.06% | 5,348 | $253K | — |
| EPD Enterprise Products Partners | 0.05% | 7,615 | $244K | — |
| ON On Semiconductor | 0.05% | 4,425 | $240K | — |
| PULS Pgim Ultra Short Bond ETF | 0.05% | 4,792 | $238K | — |
| NXPI NXP Semiconductors NV | 0.05% | 1,036 | $225K | — |
| ABT Abbott Laboratories | 0.05% | 1,772 | $222K | — |
| PEGA Pegasystems Inc. | 0.05% | 3,526 | $211K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.05% | 1,832 | $208K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.