Everest Private Wealth
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 14, 2025), Everest Private Wealth reported 51 stock positions worth $109.7 million. Its top holding was Dimensional US Eq MKT ETF (DFUS) at 35.2% of the portfolio, followed by Alphabet Class A (GOOGL, 6.9%) and Alphabet Class C (GOOG, 6.2%). Compared with Q4 2024, it opened 6 new positions, sold out of 5, added to 27 and reduced 5. The biggest buy was Alphabet Class C (GOOG, shares +67%) and the biggest sale an exit from Intuit (INTU).
- Most Recent 13F
- Q2 2026
- Location
- CUPERTINO, CA
- CIK
- 0002056683
- Portfolio Value
- $109.7M (Q1 2025)
- SEC Filing
- 0001951757-25-000351 ↗ filed Apr 14, 2025
Holdings Value
Holdings 51 stocks · $109.7M
| DFUS Dimensional US Eq MKT ETF | 35.21% | 638,528 | $38.6M | Reduce -1.2% |
| GOOGL Alphabet Inc. Class A | 6.85% | 48,600 | $7.5M | Add +0.4% |
| GOOG Alphabet Inc. Class C | 6.21% | 43,577 | $6.8M | Add +67.2% |
| VOO Vanguard S&P 500 ETF | 4.87% | 10,399 | $5.3M | Add +2.3% |
| DFAC Dimensional US Core Equity 2 | 3.43% | 114,049 | $3.8M | No change |
| IXUS iShares Core Intl Stock ETF | 3.29% | 51,676 | $3.6M | No change |
| AVGO Broadcom Inc. | 3.14% | 20,577 | $3.4M | Add +157.2% |
| MSFT Microsoft Corp. | 3.11% | 9,089 | $3.4M | Add +22.0% |
| GBIL Goldman Sachs Access Treasur | 3.03% | 33,222 | $3.3M | Add +122.7% |
| AAPL Apple Inc. | 2.30% | 11,372 | $2.5M | Add +12.3% |
| GSLC Goldman Activebeta US LC ETF | 2.13% | 21,183 | $2.3M | No change |
| VTI VG Morningstar TS MKT ETF-US | 2.04% | 8,148 | $2.2M | Add +0.3% |
| VXUS Vanguard Total Intl Stock | 1.98% | 34,945 | $2.2M | Reduce -13.9% |
| RSP Invesco S&P 500 Equal Weight | 1.91% | 12,080 | $2.1M | Add +0.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.86% | 11,806 | $2.0M | Add +0.1% |
| NVDA Nvidia Corp. | 1.75% | 17,747 | $1.9M | Add +8.4% |
| V Visa Inc. Class A | 1.59% | 4,972 | $1.7M | Add +4.4% |
| PULS Pgim Ultra Short Bond ETF | 1.37% | 30,310 | $1.5M | Add +45.0% |
| AMZN Amazon.com Inc. | 1.12% | 6,462 | $1.2M | Add +15.1% |
| CRM Salesforce Inc. | 0.95% | 3,897 | $1.0M | Add +74.8% |
| IJS iShares S&P Small-Cap 600 Va | 0.91% | 10,283 | $1.0M | No change |
| JQUA JPMorgan US Quality Factor | 0.71% | 13,723 | $775K | No change |
| DUHP Dimensional US High Profi Et | 0.70% | 23,007 | $762K | No change |
| ORCL Oracle Corp. | 0.66% | 5,215 | $729K | Reduce -4.8% |
| GSST Goldman Sachs Ultra Short Bo | 0.66% | 14,330 | $724K | Reduce -10.4% |
| META Meta Platforms Inc. Class A | 0.62% | 1,179 | $680K | Add +29.1% |
| CSCO Cisco Systems Inc. | 0.61% | 10,916 | $674K | New |
| PAAA Pgim Aaa Clo ETF | 0.58% | 12,455 | $639K | Add +31.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.55% | 1,628 | $604K | Add +0.1% |
| BNDX Vanguard Total Intl Bond ETF | 0.48% | 10,882 | $531K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.46% | 944 | $503K | Add +16.5% |
| TSLA Tesla Inc. | 0.41% | 1,748 | $453K | Add +27.0% |
| JPM JPMorgan Chase & Co. | 0.33% | 1,464 | $359K | Add +7.1% |
| COST Costco Wholesale Corp. | 0.32% | 376 | $356K | Reduce -9.0% |
| LLY Eli Lilly & Co. | 0.32% | 426 | $352K | Add +12.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.29% | 568 | $318K | Add +0.2% |
| ANET Arista Networks Inc. | 0.26% | 3,695 | $286K | Add +1.8% |
| XOM Exxon Mobil Corp. | 0.25% | 2,282 | $271K | New |
| DGS Wisdomtree Em Small Cap | 0.24% | 5,512 | $266K | No change |
| MA Mastercard Inc. Class A | 0.23% | 463 | $254K | Add +12.7% |
| NFLX Netflix Inc. | 0.23% | 268 | $250K | Add +12.6% |
| IVV iShares Core S&P 500 ETF | 0.22% | 420 | $236K | No change |
| EWX State Street SPDR S&P Emergi | 0.21% | 4,074 | $231K | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.21% | 4,601 | $228K | Add +0.3% |
| DFAX Dimensional World Ex US Core | 0.21% | 8,585 | $225K | No change |
| IVW iShares S&P 500 Growth ETF | 0.20% | 2,408 | $224K | No change |
| PG The Procter & Gamble Co. | 0.20% | 1,295 | $221K | New |
| ABBV Abbvie Inc. | 0.20% | 1,044 | $219K | New |
| VGT Vanguard Info Tech ETF | 0.19% | 385 | $209K | No change |
| WMT Walmart Inc. | 0.18% | 2,287 | $201K | New |
| UNH Unitedhealth Group Inc. | 0.18% | 383 | $201K | New |
Portfolio Sells Q4 2024 → Q1 2025
| INTU Intuit Inc. | Sold out | 0.00% | −5.27 |
| DFUS Dimensional US Eq MKT ETF | Reduce -1.2% | 35.21% | −1.08 |
| ZS Zscaler Inc. | Sold out | 0.00% | −0.24 |
| IWD iShares Russell 1000 Value E | Sold out | 0.00% | −0.23 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −0.19 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −0.19 |
| ORCL Oracle Corp. | Reduce -4.8% | 0.66% | −0.14 |
| VXUS Vanguard Total Intl Stock | Reduce -13.9% | 1.98% | −0.13 |
| GSST Goldman Sachs Ultra Short Bo | Reduce -10.4% | 0.66% | −0.05 |
| COST Costco Wholesale Corp. | Reduce -9.0% | 0.32% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| GOOG Alphabet Inc. Class C | Add +67.2% | 6.21% | +1.84 |
| GBIL Goldman Sachs Access Treasur | Add +122.7% | 3.03% | +1.72 |
| AVGO Broadcom Inc. | Add +157.2% | 3.14% | +1.51 |
| CSCO Cisco Systems Inc. | New | 0.61% | +0.61 |
| PULS Pgim Ultra Short Bond ETF | Add +45.0% | 1.37% | +0.46 |
| MSFT Microsoft Corp. | Add +22.0% | 3.11% | +0.35 |
| CRM Salesforce Inc. | Add +74.8% | 0.95% | +0.30 |
| V Visa Inc. Class A | Add +4.4% | 1.59% | +0.26 |
| XOM Exxon Mobil Corp. | New | 0.25% | +0.25 |
| PG The Procter & Gamble Co. | New | 0.20% | +0.20 |
| ABBV Abbvie Inc. | New | 0.20% | +0.20 |
| WMT Walmart Inc. | New | 0.18% | +0.18 |
| UNH Unitedhealth Group Inc. | New | 0.18% | +0.18 |
| PAAA Pgim Aaa Clo ETF | Add +31.1% | 0.58% | +0.15 |
| META Meta Platforms Inc. Class A | Add +29.1% | 0.62% | +0.15 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +16.5% | 0.46% | +0.14 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.1% | 1.86% | +0.10 |
| AAPL Apple Inc. | Add +12.3% | 2.30% | +0.07 |
| LLY Eli Lilly & Co. | Add +12.7% | 0.32% | +0.06 |
| VOO Vanguard S&P 500 ETF | Add +2.3% | 4.87% | +0.05 |
| RSP Invesco S&P 500 Equal Weight | Add +0.0% | 1.91% | +0.04 |
| NFLX Netflix Inc. | Add +12.6% | 0.23% | +0.04 |
| MA Mastercard Inc. Class A | Add +12.7% | 0.23% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +7.1% | 0.33% | +0.04 |
| AMZN Amazon.com Inc. | Add +15.1% | 1.12% | +0.04 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +0.3% | 0.21% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.2% | 0.29% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.3% | 2.04% | −0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.1% | 0.55% | −0.04 |
| TSLA Tesla Inc. | Add +27.0% | 0.41% | −0.08 |
| ANET Arista Networks Inc. | Add +1.8% | 0.26% | −0.09 |
| NVDA Nvidia Corp. | Add +8.4% | 1.75% | −0.18 |
| GOOGL Alphabet Inc. Class A | Add +0.4% | 6.85% | −1.22 |
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 |