Everest Private Wealth
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 5, 2025), Everest Private Wealth reported 65 stock positions worth $139.2 million. Its top holding was Dimensional US Eq MKT ETF (DFUS) at 36.1% of the portfolio, followed by Alphabet Class A (GOOGL, 6.2%) and Alphabet Class C (GOOG, 5.6%). Compared with Q1 2025, it opened 17 new positions, sold out of 3, added to 28 and reduced 8. The biggest buy was a new position in Schwab US Large-Cap ETF (SCHX) and the biggest sale Goldman Sachs Access Treasur (GBIL, shares −35%).
- Most Recent 13F
- Q2 2026
- Location
- CUPERTINO, CA
- CIK
- 0002056683
- Portfolio Value
- $139.2M (Q2 2025)
- SEC Filing
- 0001951757-25-001023 ↗ filed Aug 5, 2025
Holdings Value
Holdings 65 stocks · $139.2M
| DFUS Dimensional US Eq MKT ETF | 36.13% | 750,294 | $50.3M | Add +17.5% |
| GOOGL Alphabet Inc. Class A | 6.22% | 49,148 | $8.7M | Add +1.1% |
| GOOG Alphabet Inc. Class C | 5.55% | 43,549 | $7.7M | Reduce -0.1% |
| VOO Vanguard S&P 500 ETF | 4.30% | 10,524 | $6.0M | Add +1.2% |
| MSFT Microsoft Corp. | 2.98% | 8,332 | $4.1M | Reduce -8.3% |
| DFAC Dimensional US Core Equity 2 | 2.94% | 114,049 | $4.1M | No change |
| IXUS iShares Core Intl Stock ETF | 2.87% | 51,676 | $4.0M | No change |
| AVGO Broadcom Inc. | 2.81% | 14,203 | $3.9M | Reduce -31.0% |
| AAPL Apple Inc. | 2.48% | 16,819 | $3.5M | Add +47.9% |
| NVDA Nvidia Corp. | 2.16% | 19,022 | $3.0M | Add +7.2% |
| VXUS Vanguard Total Intl Stock | 2.07% | 41,625 | $2.9M | Add +19.1% |
| VTI VG Morningstar TS MKT ETF-US | 1.85% | 8,470 | $2.6M | Add +4.0% |
| GSLC Goldman Activebeta US LC ETF | 1.85% | 21,183 | $2.6M | No change |
| RSP Invesco S&P 500 Equal Weight | 1.58% | 12,084 | $2.2M | Add +0.0% |
| GBIL Goldman Sachs Access Treasur | 1.55% | 21,516 | $2.2M | Reduce -35.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.50% | 11,806 | $2.1M | No change |
| V Visa Inc. Class A | 1.28% | 5,014 | $1.8M | Add +0.8% |
| AMZN Amazon.com Inc. | 1.13% | 7,137 | $1.6M | Add +10.4% |
| SCHX Schwab US Large-Cap ETF | 0.96% | 54,462 | $1.3M | New |
| PULS Pgim Ultra Short Bond ETF | 0.94% | 26,344 | $1.3M | Reduce -13.1% |
| SPMC Sound Point Meridian Capital | 0.94% | 72,858 | $1.3M | New |
| INTU Intuit Inc. | 0.93% | 1,651 | $1.3M | New |
| ORCL Oracle Corp. | 0.82% | 5,220 | $1.1M | Add +0.1% |
| SGOV iShares 0-3 Month Treasury B | 0.78% | 10,750 | $1.1M | New |
| JQUA JPMorgan US Quality Factor | 0.75% | 17,423 | $1.0M | Add +27.0% |
| IJS iShares S&P Small-Cap 600 Va | 0.74% | 10,283 | $1.0M | No change |
| MUB iShares National Muni Bond E | 0.69% | 9,245 | $966K | New |
| META Meta Platforms Inc. Class A | 0.67% | 1,259 | $929K | Add +6.8% |
| CRM Salesforce Inc. | 0.67% | 3,407 | $929K | Reduce -12.6% |
| DUHP Dimensional US High Profi Et | 0.60% | 23,566 | $838K | Add +2.4% |
| GSST Goldman Sachs Ultra Short Bo | 0.53% | 14,495 | $733K | Add +1.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.51% | 1,628 | $714K | No change |
| DIHP Dimensional International Hi | 0.48% | 22,730 | $670K | New |
| PAAA Pgim Aaa Clo ETF | 0.43% | 11,622 | $598K | Reduce -6.7% |
| TSLA Tesla Inc. | 0.43% | 1,872 | $595K | Add +7.1% |
| BNDX Vanguard Total Intl Bond ETF | 0.39% | 10,882 | $539K | No change |
| DGS Wisdomtree Em Small Cap | 0.38% | 9,607 | $531K | Add +74.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.35% | 991 | $481K | Add +5.0% |
| JPM JPMorgan Chase & Co. | 0.34% | 1,639 | $475K | Add +11.9% |
| IWF iShares Russell 1000 Growth | 0.34% | 1,117 | $474K | New |
| IWB iShares Russell 1000 ETF | 0.31% | 1,259 | $428K | New |
| NFLX Netflix Inc. | 0.29% | 300 | $402K | Add +11.9% |
| COST Costco Wholesale Corp. | 0.28% | 399 | $395K | Add +6.1% |
| ANET Arista Networks Inc. | 0.28% | 3,745 | $383K | Add +1.4% |
| SCHD Schwab US DVD Equity ETF | 0.26% | 13,853 | $367K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.25% | 570 | $352K | Add +0.3% |
| LLY Eli Lilly & Co. | 0.24% | 430 | $335K | Add +0.9% |
| ZS Zscaler Inc. | 0.23% | 1,002 | $315K | New |
| MA Mastercard Inc. Class A | 0.21% | 522 | $293K | Add +12.7% |
| AMD Advanced Micro Devices | 0.20% | 1,947 | $276K | New |
| IVW iShares S&P 500 Growth ETF | 0.19% | 2,408 | $265K | No change |
| IVV iShares Core S&P 500 ETF | 0.19% | 420 | $261K | No change |
| VGT Vanguard Info Tech ETF | 0.18% | 385 | $255K | No change |
| EWX State Street SPDR S&P Emergi | 0.18% | 4,074 | $253K | No change |
| DFAX Dimensional World Ex US Core | 0.18% | 8,585 | $252K | No change |
| WMT Walmart Inc. | 0.18% | 2,546 | $249K | Add +11.3% |
| SNPS Synopsys Inc. | 0.17% | 475 | $244K | New |
| VEA Vanguard Ftse Developed ETF | 0.17% | 4,250 | $242K | New |
| XOM Exxon Mobil Corp. | 0.17% | 2,238 | $241K | Reduce -1.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.16% | 4,624 | $227K | Add +0.5% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.16% | 762 | $217K | New |
| IEMG iShares Core MSCI Emerging | 0.16% | 3,616 | $217K | New |
| HD Home Depot Inc. | 0.15% | 584 | $214K | New |
| VNQ Vanguard Real Estate ETF | 0.15% | 2,335 | $208K | New |
| ABBV Abbvie Inc. | 0.15% | 1,116 | $207K | Add +6.9% |
Portfolio Sells Q1 2025 → Q2 2025
| GBIL Goldman Sachs Access Treasur | Reduce -35.2% | 1.55% | −1.49 |
| GOOG Alphabet Inc. Class C | Reduce -0.1% | 5.55% | −0.66 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.61 |
| PULS Pgim Ultra Short Bond ETF | Reduce -13.1% | 0.94% | −0.43 |
| AVGO Broadcom Inc. | Reduce -31.0% | 2.81% | −0.33 |
| CRM Salesforce Inc. | Reduce -12.6% | 0.67% | −0.29 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.20 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.18 |
| PAAA Pgim Aaa Clo ETF | Reduce -6.7% | 0.43% | −0.15 |
| MSFT Microsoft Corp. | Reduce -8.3% | 2.98% | −0.13 |
| XOM Exxon Mobil Corp. | Reduce -1.9% | 0.17% | −0.07 |
Portfolio Buys Q1 2025 → Q2 2025
| SCHX Schwab US Large-Cap ETF | New | 0.96% | +0.96 |
| SPMC Sound Point Meridian Capital | New | 0.94% | +0.94 |
| INTU Intuit Inc. | New | 0.93% | +0.93 |
| DFUS Dimensional US Eq MKT ETF | Add +17.5% | 36.13% | +0.92 |
| SGOV iShares 0-3 Month Treasury B | New | 0.78% | +0.78 |
| MUB iShares National Muni Bond E | New | 0.69% | +0.69 |
| DIHP Dimensional International Hi | New | 0.48% | +0.48 |
| NVDA Nvidia Corp. | Add +7.2% | 2.16% | +0.41 |
| IWF iShares Russell 1000 Growth | New | 0.34% | +0.34 |
| IWB iShares Russell 1000 ETF | New | 0.31% | +0.31 |
| SCHD Schwab US DVD Equity ETF | New | 0.26% | +0.26 |
| ZS Zscaler Inc. | New | 0.23% | +0.23 |
| AMD Advanced Micro Devices | New | 0.20% | +0.20 |
| AAPL Apple Inc. | Add +47.9% | 2.48% | +0.18 |
| SNPS Synopsys Inc. | New | 0.17% | +0.17 |
| VEA Vanguard Ftse Developed ETF | New | 0.17% | +0.17 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | New | 0.16% | +0.16 |
| IEMG iShares Core MSCI Emerging | New | 0.16% | +0.16 |
| ORCL Oracle Corp. | Add +0.1% | 0.82% | +0.16 |
| HD Home Depot Inc. | New | 0.15% | +0.15 |
| VNQ Vanguard Real Estate ETF | New | 0.15% | +0.15 |
| DGS Wisdomtree Em Small Cap | Add +74.3% | 0.38% | +0.14 |
| VXUS Vanguard Total Intl Stock | Add +19.1% | 2.07% | +0.09 |
| NFLX Netflix Inc. | Add +11.9% | 0.29% | +0.06 |
| META Meta Platforms Inc. Class A | Add +6.8% | 0.67% | +0.05 |
| JQUA JPMorgan US Quality Factor | Add +27.0% | 0.75% | +0.05 |
| ANET Arista Networks Inc. | Add +1.4% | 0.28% | +0.01 |
| TSLA Tesla Inc. | Add +7.1% | 0.43% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +11.9% | 0.34% | +0.01 |
| AMZN Amazon.com Inc. | Add +10.4% | 1.13% | +0.00 |
| WMT Walmart Inc. | Add +11.3% | 0.18% | −0.00 |
| MA Mastercard Inc. Class A | Add +12.7% | 0.21% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.3% | 0.25% | −0.04 |
| COST Costco Wholesale Corp. | Add +6.1% | 0.28% | −0.04 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +0.5% | 0.16% | −0.05 |
| ABBV Abbvie Inc. | Add +6.9% | 0.15% | −0.05 |
| LLY Eli Lilly & Co. | Add +0.9% | 0.24% | −0.08 |
| DUHP Dimensional US High Profi Et | Add +2.4% | 0.60% | −0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +5.0% | 0.35% | −0.11 |
| GSST Goldman Sachs Ultra Short Bo | Add +1.1% | 0.53% | −0.13 |
| VTI VG Morningstar TS MKT ETF-US | Add +4.0% | 1.85% | −0.19 |
| V Visa Inc. Class A | Add +0.8% | 1.28% | −0.31 |
| RSP Invesco S&P 500 Equal Weight | Add +0.0% | 1.58% | −0.33 |
| VOO Vanguard S&P 500 ETF | Add +1.2% | 4.30% | −0.58 |
| GOOGL Alphabet Inc. Class A | Add +1.1% | 6.22% | −0.63 |
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 |