Everest Private Wealth
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Everest Private Wealth reported 50 stock positions worth $113.5 million. Its top holding was Dimensional US Eq MKT ETF (DFUS) at 36.3% of the portfolio, followed by Alphabet Class A (GOOGL, 8.1%) and Intuit (INTU, 5.3%).
- Most Recent 13F
- Q2 2026
- Location
- CUPERTINO, CA
- CIK
- 0002056683
- Portfolio Value
- $113.5M (Q4 2024)
- SEC Filing
- 0001951757-25-000260 ↗ filed Feb 13, 2025
Holdings Value
Holdings 50 stocks · $113.5M
| DFUS Dimensional US Eq MKT ETF | 36.29% | 646,347 | $41.2M | — |
| GOOGL Alphabet Inc. Class A | 8.07% | 48,402 | $9.2M | — |
| INTU Intuit Inc. | 5.27% | 9,519 | $6.0M | — |
| VOO Vanguard S&P 500 ETF | 4.82% | 10,161 | $5.5M | — |
| GOOG Alphabet Inc. Class C | 4.37% | 26,060 | $5.0M | — |
| DFAC Dimensional US Core Equity 2 | 3.47% | 114,049 | $3.9M | — |
| IXUS iShares Core Intl Stock ETF | 3.01% | 51,676 | $3.4M | — |
| MSFT Microsoft Corp. | 2.77% | 7,449 | $3.1M | — |
| AAPL Apple Inc. | 2.23% | 10,122 | $2.5M | — |
| GSLC Goldman Activebeta US LC ETF | 2.15% | 21,183 | $2.4M | — |
| VXUS Vanguard Total Intl Stock | 2.11% | 40,610 | $2.4M | — |
| VTI VG Morningstar TS MKT ETF-US | 2.07% | 8,121 | $2.4M | — |
| NVDA Nvidia Corp. | 1.94% | 16,369 | $2.2M | — |
| RSP Invesco S&P 500 Equal Weight | 1.86% | 12,076 | $2.1M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.76% | 11,797 | $2.0M | — |
| AVGO Broadcom Inc. | 1.63% | 8,000 | $1.9M | — |
| V Visa Inc. Class A | 1.33% | 4,762 | $1.5M | — |
| GBIL Goldman Sachs Access Treasur | 1.31% | 14,917 | $1.5M | — |
| AMZN Amazon.com Inc. | 1.09% | 5,616 | $1.2M | — |
| IJS iShares S&P Small-Cap 600 Va | 0.98% | 10,283 | $1.1M | — |
| PULS Pgim Ultra Short Bond ETF | 0.91% | 20,897 | $1.0M | — |
| ORCL Oracle Corp. | 0.80% | 5,476 | $913K | — |
| GSST Goldman Sachs Ultra Short Bo | 0.71% | 15,987 | $803K | — |
| JQUA JPMorgan US Quality Factor | 0.69% | 13,723 | $786K | — |
| DUHP Dimensional US High Profi Et | 0.68% | 23,007 | $777K | — |
| CRM Salesforce Inc. | 0.66% | 2,230 | $746K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.59% | 1,627 | $668K | — |
| TSLA Tesla Inc. | 0.49% | 1,376 | $556K | — |
| META Meta Platforms Inc. Class A | 0.47% | 913 | $535K | — |
| BNDX Vanguard Total Intl Bond ETF | 0.47% | 10,882 | $534K | — |
| PAAA Pgim Aaa Clo ETF | 0.43% | 9,497 | $486K | — |
| ANET Arista Networks Inc. | 0.35% | 3,630 | $401K | — |
| COST Costco Wholesale Corp. | 0.33% | 413 | $378K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.32% | 810 | $367K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.29% | 567 | $332K | — |
| JPM JPMorgan Chase & Co. | 0.29% | 1,367 | $328K | — |
| LLY Eli Lilly & Co. | 0.26% | 378 | $292K | — |
| DGS Wisdomtree Em Small Cap | 0.24% | 5,512 | $270K | — |
| ZS Zscaler Inc. | 0.24% | 1,486 | $268K | — |
| IWD iShares Russell 1000 Value E | 0.23% | 1,437 | $266K | — |
| IVV iShares Core S&P 500 ETF | 0.22% | 420 | $247K | — |
| IVW iShares S&P 500 Growth ETF | 0.22% | 2,408 | $244K | — |
| VGT Vanguard Info Tech ETF | 0.21% | 385 | $239K | — |
| EWX State Street SPDR S&P Emergi | 0.21% | 4,074 | $239K | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.20% | 4,586 | $230K | — |
| MA Mastercard Inc. Class A | 0.19% | 411 | $216K | — |
| DFAX Dimensional World Ex US Core | 0.19% | 8,585 | $213K | — |
| SNPS Synopsys Inc. | 0.19% | 439 | $213K | — |
| IWF iShares Russell 1000 Growth | 0.19% | 529 | $213K | — |
| NFLX Netflix Inc. | 0.19% | 238 | $212K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 85 | $268.0M | DFUS, GBIL, AAEQ, GOOG, GOOGL |
| Q1 2026 | 72 | $197.4M | DFUS, AAEQ, GOOG, GOOGL, NVDA |
| Q4 2025 | 63 | $179.3M | DFUS, AAEQ, GOOGL, GOOG, VOO |
| Q3 2025 | 67 | $156.9M | DFUS, GOOGL, GOOG, VOO, AVGO |
| Q2 2025 | 65 | $139.2M | DFUS, GOOGL, GOOG, VOO, MSFT |
| Q1 2025 | 51 | $109.7M | DFUS, GOOGL, GOOG, VOO, DFAC |
| Q4 2024 | 50 | $113.5M | DFUS, GOOGL, INTU, VOO, GOOG |