Everest Financial Group LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Everest Financial Group LLC reported 199 stock positions worth $607.3 million. Its top holding was Amazon.com (AMZN) at 5.1% of the portfolio, followed by Alphabet Class A (GOOGL, 4.8%) and Microsoft (MSFT, 4.8%). Compared with Q4 2025, it opened 113 new positions, sold out of 3, added to 69 and reduced 14. The biggest buy was a new position in Vanguard S&P 500 ETF (VOO) and the biggest sale Schwab US DVD Equity ETF (SCHD, shares −16%).

Most Recent 13F
Q2 2026
Location
MINNEAPOLIS, MN
CIK
0002056391
Portfolio Value
$607.3M (Q1 2026)
SEC Filing
0002056391-26-000005 ↗ filed May 15, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q4 2025: $447.0M Q4 2025 Q1 2026: $607.3M $607.3M Q1 2026 Q2 2026: $738.4M Q2 2026

Holdings 199 stocks · $607.3M
AMZN Amazon.com Inc. 5.07% 147,787 $30.8M Add +14.0%
GOOGL Alphabet Inc. Class A 4.80% 101,403 $29.2M Add +1.4%
MSFT Microsoft Corp. 4.77% 78,266 $29.0M Add +12.3%
RWL Invesco S&P 500 Revenue ETF 4.73% 249,841 $28.7M Add +4.5%
NVDA Nvidia Corp. 4.53% 157,900 $27.5M Add +13.8%
SCHD Schwab US DVD Equity ETF 3.64% 720,195 $22.1M Reduce -16.3%
TSM Taiwan Semiconductor-SP ADR 3.47% 62,341 $21.1M Add +8.9%
AAPL Apple Inc. 3.47% 82,933 $21.0M Add +21.1%
XMHQ Invesco S&P Midcap Qual ETF 2.66% 156,169 $16.1M Reduce -3.5%
JEPI JPMorgan Equity Premium Inco 2.51% 268,497 $15.2M Add +19.4%
META Meta Platforms Inc. Class A 2.49% 26,449 $15.1M Add +23.3%
AVGO Broadcom Inc. 2.34% 45,822 $14.2M Add +30.8%
NOW ServiceNow Inc. 1.80% 104,769 $11.0M Add +18.7%
PANW Palo Alto Networks Inc. 1.73% 65,462 $10.5M Add +18.5%
BRK.B Berkshire Hathaway Inc. Class B 1.69% 21,440 $10.3M Add +43.8%
V Visa Inc. Class A 1.68% 33,844 $10.2M Add +24.8%
SCHG Schwab US Large-Cap Growth 1.59% 332,460 $9.7M Add +33.1%
XLF SS Financial Select Sector 1.56% 191,681 $9.5M Add +23.7%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 1.54% 7,059 $9.3M Add +14.9%
VOO Vanguard S&P 500 ETF 1.52% 15,436 $9.2M New
UNH Unitedhealth Group Inc. 1.51% 33,965 $9.2M Add +17.6%
AMD Advanced Micro Devices 1.42% 42,365 $8.6M Add +4.5%
CRWD CrowdStrike Holdings Inc. Class A 1.42% 22,052 $8.6M Add +3.9%
MU Micron Technology Inc. 1.20% 21,530 $7.3M Add +2.3%
IWY iShares Russell Top 200 Grow 1.13% 27,646 $6.9M Add +4.5%
UBER Uber Technologies Inc. 1.10% 92,799 $6.7M Add +27.8%
CRM Salesforce Inc. 1.06% 34,532 $6.4M Add +3.9%
IAU iShares Gold Trust 1.03% 70,726 $6.2M Add +0.2%
ETN Eaton Corp. PLC 1.00% 17,035 $6.1M New
ET Energy Transfer LP 0.98% 308,726 $6.0M Reduce -0.7%
GOOG Alphabet Inc. Class C 0.96% 20,414 $5.9M Add +346.9%
FLOT iShares Floating Rate Bond E 0.91% 108,129 $5.5M New
DFAC Dimensional US Core Equity 2 0.84% 131,015 $5.1M New
PSLV Sprott Physical Silver Trust 0.76% 188,965 $4.6M New
JPM JPMorgan Chase & Co. 0.69% 14,249 $4.2M Add +57.1%
MA Mastercard Inc. Class A 0.65% 7,914 $4.0M Add +69.1%
VGT Vanguard Info Tech ETF 0.65% 5,643 $3.9M New
DAL Delta Air Lines Inc. 0.65% 58,939 $3.9M Reduce -2.1%
TSLA Tesla Inc. 0.64% 10,411 $3.9M Add +16.3%
XOM Exxon Mobil Corp. 0.61% 21,867 $3.7M Add +80.5%
FENI Fidelity Enhanced Intl ETF 0.57% 92,290 $3.4M New
DELL Dell Technologies -C 0.56% 20,761 $3.4M Add +500.2%
NOBL Proshares S&P 500 Dividend A 0.56% 31,974 $3.4M New
DFUS Dimensional US Eq MKT ETF 0.55% 46,954 $3.3M New
DFAI Dimensional International Co. 0.53% 83,108 $3.2M New
DUSB Dimension Ultrashort Fi ETF 0.50% 60,381 $3.1M New
JPIE JPMorgan Income ETF 0.47% 61,307 $2.8M Add +54.1%
IVV iShares Core S&P 500 ETF 0.43% 3,995 $2.6M New
PVAL Putnam Focused LRG Cap Value 0.43% 55,988 $2.6M Add +788.3%
TLT iShares 20+ Year Treasury BD 0.41% 28,913 $2.5M New
XLI SS Industrial Select Sector 0.41% 15,421 $2.5M New
FEGE First Eagle GL Equity ETF 0.41% 52,542 $2.5M New
ECL Ecolab Inc. 0.38% 8,683 $2.3M Add +5.4%
XMVM Invesco S&P Midcap Value Wit 0.38% 35,254 $2.3M Add +5.8%
JAAA Janus Henderson Aaa Clo ETF 0.36% 43,583 $2.2M New
XLE SS Energy Select Sector 0.34% 33,594 $2.1M New
DUHP Dimensional US High Profi Et 0.33% 54,441 $2.0M New
COST Costco Wholesale Corp. 0.32% 1,968 $2.0M Add +283.6%
RDVY First Trust Rising Dividend 0.31% 27,750 $1.9M New
XLP SS Consumer Staples Sel Sect 0.31% 22,610 $1.9M New
GGG Graco Inc. 0.29% 21,161 $1.8M Add +1.7%
QTUM Defiance Quantum ETF 0.29% 16,330 $1.8M New
GS Goldman Sachs Group Inc. 0.29% 2,063 $1.7M Add +19.5%
GLD SPDR Gold Shares 0.27% 3,857 $1.7M Add +194.9%
DFAU Dimensional US Core Equity M 0.27% 36,112 $1.6M New
BUFR FT Vest Lad Buffervetf-Usd I 0.25% 45,692 $1.5M Add +140.3%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.25% 33,242 $1.5M New
SDVY First Trust Smid Cap Rising 0.25% 38,150 $1.5M New
AMAT Applied Materials Inc. 0.25% 4,359 $1.5M New
SCHW Schwab (charles) Corp. 0.24% 15,490 $1.5M Reduce -0.1%
SPYG SS SPDR P S&P 500 Growth ETF 0.23% 14,508 $1.4M Add +0.3%
FICO Fair Isaac Corp. 0.23% 1,284 $1.4M New
VTI VG Morningstar TS MKT ETF-US 0.22% 4,225 $1.4M New
FDVV Fidelity High Dividend ETF 0.22% 24,286 $1.3M Add +7.4%
WCC Wesco International Inc. 0.22% 4,883 $1.3M New
DIHP Dimensional International Hi 0.22% 40,930 $1.3M New
MRK Merck & Co. Inc. 0.21% 10,475 $1.3M New
PG The Procter & Gamble Co. 0.20% 8,404 $1.2M New
VHT Vanguard Health Care ETF 0.20% 4,432 $1.2M Reduce -1.8%
XLV SS Health Care Select Sector 0.20% 8,110 $1.2M Add +109.2%
AMLP Alerian MLP ETF 0.19% 22,300 $1.2M New
DFIV Dimensional International Va 0.19% 21,990 $1.2M New
DFAE Dimensional Emerging Core Eq 0.19% 34,028 $1.2M New
KO The Coca-Cola Co. 0.18% 14,234 $1.1M New
USB US Bancorp 0.17% 20,427 $1.1M Add +21.9%
VZ Verizon Communications Inc. 0.17% 20,967 $1.1M New
MS Morgan Stanley 0.17% 6,231 $1.0M Add +2.7%
DFAS Dimensional US Small Cap ETF 0.17% 14,381 $1.0M New
BKNG Booking Holdings Inc. 0.17% 240 $1.0M New
TGT Target Corp. 0.17% 8,287 $1.0M New
HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC 0.16% 12,067 $995K No change
C Citigroup Inc. 0.16% 8,720 $989K Add +36.7%
RSPT Invesco S&P 500 Equal Weight 0.16% 21,191 $959K New
SLV iShares Silver Trust 0.16% 13,957 $951K Add +100.9%
FIIG FT Intermed Dur Ig Corp. ETF 0.15% 45,000 $934K New
XLK SS Technology Select Sector 0.15% 6,921 $920K Add +200.7%
FSIG FT Ltd. Duration Inv Grade 0.15% 48,500 $919K New
XEL Xcel Energy Inc. 0.14% 10,839 $861K Add +100.6%
RPV Invesco S&P 500 Pure Value E 0.13% 7,461 $801K New
CB Chubb Ltd. 0.13% 2,432 $793K New

Show all 199 holdings

Portfolio Sells Q4 2025 → Q1 2026
SCHD Schwab US DVD Equity ETF Reduce -16.3% 3.64% −1.64
XMHQ Invesco S&P Midcap Qual ETF Reduce -3.5% 2.66% −1.05
DAL Delta Air Lines Inc. Reduce -2.1% 0.65% −0.29
ET Energy Transfer LP Reduce -0.7% 0.98% −0.17
SCHW Schwab (charles) Corp. Reduce -0.1% 0.24% −0.11
VHT Vanguard Health Care ETF Reduce -1.8% 0.20% −0.09
QCOM Qualcomm Inc. Reduce -0.3% 0.10% −0.08
JMEE JPM Sma & Mid Cap En Eq Et-U Reduce -28.6% 0.09% −0.07
TMO Thermo Fisher Scientific Inc. Reduce -22.6% 0.07% −0.07
ADBE Adobe Inc. Reduce -1.7% 0.06% −0.06
ON On Semiconductor Sold out 0.00% −0.05
NXPI NXP Semiconductors NV Sold out 0.00% −0.05
PEGA Pegasystems Inc. Sold out 0.00% −0.05
GM General Motors Co. Reduce -11.5% 0.07% −0.05
COP Conocophillips Reduce -28.7% 0.10% −0.03
JPST JPMorgan Ultra-Short Income Reduce -1.1% 0.04% −0.02
HYDB iShares High Yield Systemati Reduce -1.6% 0.04% −0.02

Portfolio Buys Q4 2025 → Q1 2026
VOO Vanguard S&P 500 ETF New 1.52% +1.52
ETN Eaton Corp. PLC New 1.00% +1.00
FLOT iShares Floating Rate Bond E New 0.91% +0.91
DFAC Dimensional US Core Equity 2 New 0.84% +0.84
PSLV Sprott Physical Silver Trust New 0.76% +0.76
VGT Vanguard Info Tech ETF New 0.65% +0.65
GOOG Alphabet Inc. Class C Add +346.9% 0.96% +0.64
FENI Fidelity Enhanced Intl ETF New 0.57% +0.57
NOBL Proshares S&P 500 Dividend A New 0.56% +0.56
DFUS Dimensional US Eq MKT ETF New 0.55% +0.55
DFAI Dimensional International Co. New 0.53% +0.53
DUSB Dimension Ultrashort Fi ETF New 0.50% +0.50
DELL Dell Technologies -C Add +500.2% 0.56% +0.46
IVV iShares Core S&P 500 ETF New 0.43% +0.43
TLT iShares 20+ Year Treasury BD New 0.41% +0.41
XLI SS Industrial Select Sector New 0.41% +0.41
FEGE First Eagle GL Equity ETF New 0.41% +0.41
PVAL Putnam Focused LRG Cap Value Add +788.3% 0.43% +0.36
JAAA Janus Henderson Aaa Clo ETF New 0.36% +0.36
XLE SS Energy Select Sector New 0.34% +0.34
DUHP Dimensional US High Profi Et New 0.33% +0.33
RDVY First Trust Rising Dividend New 0.31% +0.31
XLP SS Consumer Staples Sel Sect New 0.31% +0.31
QTUM Defiance Quantum ETF New 0.29% +0.29
XOM Exxon Mobil Corp. Add +80.5% 0.61% +0.28
DFAU Dimensional US Core Equity M New 0.27% +0.27
XLU St Sr Utl SL SE SPDR ETF-Usd New 0.25% +0.25
SDVY First Trust Smid Cap Rising New 0.25% +0.25
AMAT Applied Materials Inc. New 0.25% +0.25
FICO Fair Isaac Corp. New 0.23% +0.23
COST Costco Wholesale Corp. Add +283.6% 0.32% +0.22
VTI VG Morningstar TS MKT ETF-US New 0.22% +0.22
WCC Wesco International Inc. New 0.22% +0.22
DIHP Dimensional International Hi New 0.22% +0.22
MRK Merck & Co. Inc. New 0.21% +0.21
PG The Procter & Gamble Co. New 0.20% +0.20
AMLP Alerian MLP ETF New 0.19% +0.19
DFIV Dimensional International Va New 0.19% +0.19
DFAE Dimensional Emerging Core Eq New 0.19% +0.19
KO The Coca-Cola Co. New 0.18% +0.18
VZ Verizon Communications Inc. New 0.17% +0.17
DFAS Dimensional US Small Cap ETF New 0.17% +0.17
BKNG Booking Holdings Inc. New 0.17% +0.17
TGT Target Corp. New 0.17% +0.17
RSPT Invesco S&P 500 Equal Weight New 0.16% +0.16
GLD SPDR Gold Shares Add +194.9% 0.27% +0.16
FIIG FT Intermed Dur Ig Corp. ETF New 0.15% +0.15
FSIG FT Ltd. Duration Inv Grade New 0.15% +0.15
RPV Invesco S&P 500 Pure Value E New 0.13% +0.13
CB Chubb Ltd. New 0.13% +0.13

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 208$738.4MGOOGL, AMZN, RWL, NVDA, TSM
Q1 2026 199$607.3MAMZN, GOOGL, MSFT, RWL, NVDA
Q4 2025 89$447.0MMSFT, GOOGL, AMZN, RWL, NVDA