Everest Private Wealth
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 6, 2025), Everest Private Wealth reported 67 stock positions worth $156.9 million. Its top holding was Dimensional US Eq MKT ETF (DFUS) at 34.9% of the portfolio, followed by Alphabet Class A (GOOGL, 6.7%) and Alphabet Class C (GOOG, 6.6%). Compared with Q2 2025, it opened 7 new positions, sold out of 5, added to 35 and reduced 11. The biggest buy was Goldman Sachs Access Treasur (GBIL, shares +70%) and the biggest sale an exit from iShares 0-3 Month Treasury B (SGOV).
- Most Recent 13F
- Q2 2026
- Location
- CUPERTINO, CA
- CIK
- 0002056683
- Portfolio Value
- $156.9M (Q3 2025)
- SEC Filing
- 0001951757-25-001285 ↗ filed Nov 6, 2025
Holdings Value
Holdings 67 stocks · $156.9M
| DFUS Dimensional US Eq MKT ETF | 34.95% | 756,729 | $54.8M | Add +0.9% |
| GOOGL Alphabet Inc. Class A | 6.74% | 43,506 | $10.6M | Reduce -11.5% |
| GOOG Alphabet Inc. Class C | 6.57% | 42,299 | $10.3M | Reduce -2.9% |
| VOO Vanguard S&P 500 ETF | 4.14% | 10,615 | $6.5M | Add +0.9% |
| AVGO Broadcom Inc. | 2.98% | 14,148 | $4.7M | Reduce -0.4% |
| AAPL Apple Inc. | 2.81% | 17,285 | $4.4M | Add +2.8% |
| DFAC Dimensional US Core Equity 2 | 2.80% | 114,049 | $4.4M | No change |
| MSFT Microsoft Corp. | 2.80% | 8,474 | $4.4M | Add +1.7% |
| IXUS iShares Core Intl Stock ETF | 2.72% | 51,676 | $4.3M | No change |
| GBIL Goldman Sachs Access Treasur | 2.34% | 36,677 | $3.7M | Add +70.5% |
| NVDA Nvidia Corp. | 2.33% | 19,574 | $3.7M | Add +2.9% |
| VXUS Vanguard Total Intl Stock | 2.27% | 48,484 | $3.6M | Add +16.5% |
| VTI VG Morningstar TS MKT ETF-US | 1.85% | 8,865 | $2.9M | Add +4.7% |
| GSLC Goldman Activebeta US LC ETF | 1.76% | 21,183 | $2.8M | No change |
| RSP Invesco S&P 500 Equal Weight | 1.46% | 12,088 | $2.3M | Add +0.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.40% | 11,814 | $2.2M | Add +0.1% |
| V Visa Inc. Class A | 1.09% | 5,012 | $1.7M | Reduce -0.0% |
| AMZN Amazon.com Inc. | 1.03% | 7,331 | $1.6M | Add +2.7% |
| ORCL Oracle Corp. | 0.94% | 5,265 | $1.5M | Add +0.9% |
| SCHX Schwab US Large-Cap ETF | 0.91% | 54,462 | $1.4M | No change |
| SPMC Sound Point Meridian Capital | 0.84% | 75,555 | $1.3M | Add +3.7% |
| DIHP Dimensional International Hi | 0.83% | 42,866 | $1.3M | Add +88.6% |
| PULS Pgim Ultra Short Bond ETF | 0.78% | 24,703 | $1.2M | Reduce -6.2% |
| IJS iShares S&P Small-Cap 600 Va | 0.72% | 10,283 | $1.1M | No change |
| INTU Intuit Inc. | 0.72% | 1,649 | $1.1M | Reduce -0.1% |
| PAAA Pgim Aaa Clo ETF | 0.71% | 21,672 | $1.1M | Add +86.5% |
| JQUA JPMorgan US Quality Factor | 0.70% | 17,429 | $1.1M | Add +0.0% |
| DUHP Dimensional US High Profi Et | 0.67% | 27,768 | $1.0M | Add +17.8% |
| META Meta Platforms Inc. Class A | 0.60% | 1,286 | $944K | Add +2.1% |
| GSST Goldman Sachs Ultra Short Bo | 0.55% | 16,937 | $859K | Add +16.9% |
| TSLA Tesla Inc. | 0.54% | 1,917 | $853K | Add +2.4% |
| CRM Salesforce Inc. | 0.51% | 3,370 | $799K | Reduce -1.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.50% | 1,628 | $781K | No change |
| DGS Wisdomtree Em Small Cap | 0.42% | 11,635 | $664K | Add +21.1% |
| MUB iShares National Muni Bond E | 0.41% | 6,015 | $641K | Reduce -34.9% |
| ANET Arista Networks Inc. | 0.35% | 3,767 | $549K | Add +0.6% |
| BNDX Vanguard Total Intl Bond ETF | 0.34% | 10,882 | $538K | No change |
| JPM JPMorgan Chase & Co. | 0.34% | 1,688 | $532K | Add +3.0% |
| IWF iShares Russell 1000 Growth | 0.33% | 1,117 | $523K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.33% | 1,029 | $517K | Add +3.8% |
| IWB iShares Russell 1000 ETF | 0.29% | 1,259 | $460K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.24% | 571 | $380K | Add +0.2% |
| VEA Vanguard Ftse Developed ETF | 0.24% | 6,187 | $371K | Add +45.6% |
| NFLX Netflix Inc. | 0.23% | 303 | $363K | Add +1.0% |
| COST Costco Wholesale Corp. | 0.23% | 386 | $357K | Reduce -3.3% |
| LLY Eli Lilly & Co. | 0.21% | 426 | $325K | Reduce -0.9% |
| AMD Advanced Micro Devices | 0.21% | 1,989 | $322K | Add +2.2% |
| VGT Vanguard Info Tech ETF | 0.20% | 422 | $315K | Add +9.6% |
| MA Mastercard Inc. Class A | 0.19% | 533 | $303K | Add +2.1% |
| IEMG iShares Core MSCI Emerging | 0.19% | 4,498 | $297K | Add +24.4% |
| IVW iShares S&P 500 Growth ETF | 0.19% | 2,408 | $291K | No change |
| IVV iShares Core S&P 500 ETF | 0.18% | 420 | $281K | No change |
| EWX State Street SPDR S&P Emergi | 0.17% | 4,074 | $274K | No change |
| WMT Walmart Inc. | 0.17% | 2,624 | $270K | Add +3.1% |
| DFAX Dimensional World Ex US Core | 0.17% | 8,585 | $269K | No change |
| ABBV Abbvie Inc. | 0.17% | 1,137 | $263K | Add +1.9% |
| XOM Exxon Mobil Corp. | 0.16% | 2,288 | $258K | Add +2.2% |
| JNJ Johnson & Johnson | 0.16% | 1,368 | $254K | New |
| HD Home Depot Inc. | 0.16% | 615 | $249K | Add +5.3% |
| SCHF Schwab Intl Equity ETF | 0.16% | 10,550 | $246K | New |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.15% | 762 | $235K | No change |
| SNPS Synopsys Inc. | 0.15% | 466 | $230K | Reduce -1.9% |
| VXF Vanguard Extended Market ETF | 0.14% | 1,064 | $223K | New |
| PLTR Palantir Technologies Inc. Class A | 0.14% | 1,215 | $222K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.14% | 4,173 | $215K | New |
| UNH Unitedhealth Group Inc. | 0.13% | 598 | $206K | New |
| GE General Electric filed as GE AEROSPACE | 0.13% | 681 | $205K | New |
Portfolio Sells Q2 2025 → Q3 2025
| SGOV iShares 0-3 Month Treasury B | Sold out | 0.00% | −0.78 |
| MUB iShares National Muni Bond E | Reduce -34.9% | 0.41% | −0.29 |
| SCHD Schwab US DVD Equity ETF | Sold out | 0.00% | −0.26 |
| ZS Zscaler Inc. | Sold out | 0.00% | −0.23 |
| INTU Intuit Inc. | Reduce -0.1% | 0.72% | −0.22 |
| V Visa Inc. Class A | Reduce -0.0% | 1.09% | −0.19 |
| VTEB Vanguard Tax-Exempt Bond ETF | Sold out | 0.00% | −0.16 |
| CRM Salesforce Inc. | Reduce -1.1% | 0.51% | −0.16 |
| PULS Pgim Ultra Short Bond ETF | Reduce -6.2% | 0.78% | −0.16 |
| VNQ Vanguard Real Estate ETF | Sold out | 0.00% | −0.15 |
| COST Costco Wholesale Corp. | Reduce -3.3% | 0.23% | −0.06 |
| LLY Eli Lilly & Co. | Reduce -0.9% | 0.21% | −0.03 |
| SNPS Synopsys Inc. | Reduce -1.9% | 0.15% | −0.03 |
| AVGO Broadcom Inc. | Reduce -0.4% | 2.98% | +0.16 |
| GOOGL Alphabet Inc. Class A | Reduce -11.5% | 6.74% | +0.52 |
| GOOG Alphabet Inc. Class C | Reduce -2.9% | 6.57% | +1.02 |
Portfolio Buys Q2 2025 → Q3 2025
| GBIL Goldman Sachs Access Treasur | Add +70.5% | 2.34% | +0.80 |
| DIHP Dimensional International Hi | Add +88.6% | 0.83% | +0.35 |
| AAPL Apple Inc. | Add +2.8% | 2.81% | +0.33 |
| PAAA Pgim Aaa Clo ETF | Add +86.5% | 0.71% | +0.28 |
| VXUS Vanguard Total Intl Stock | Add +16.5% | 2.27% | +0.20 |
| NVDA Nvidia Corp. | Add +2.9% | 2.33% | +0.17 |
| JNJ Johnson & Johnson | New | 0.16% | +0.16 |
| SCHF Schwab Intl Equity ETF | New | 0.16% | +0.16 |
| VXF Vanguard Extended Market ETF | New | 0.14% | +0.14 |
| PLTR Palantir Technologies Inc. Class A | New | 0.14% | +0.14 |
| BAC Bank of America Corp. | New | 0.14% | +0.14 |
| UNH Unitedhealth Group Inc. | New | 0.13% | +0.13 |
| GE General Electric | New | 0.13% | +0.13 |
| ORCL Oracle Corp. | Add +0.9% | 0.94% | +0.12 |
| TSLA Tesla Inc. | Add +2.4% | 0.54% | +0.12 |
| ANET Arista Networks Inc. | Add +0.6% | 0.35% | +0.07 |
| DUHP Dimensional US High Profi Et | Add +17.8% | 0.67% | +0.07 |
| VEA Vanguard Ftse Developed ETF | Add +45.6% | 0.24% | +0.06 |
| DGS Wisdomtree Em Small Cap | Add +21.1% | 0.42% | +0.04 |
| IEMG iShares Core MSCI Emerging | Add +24.4% | 0.19% | +0.03 |
| GSST Goldman Sachs Ultra Short Bo | Add +16.9% | 0.55% | +0.02 |
| ABBV Abbvie Inc. | Add +1.9% | 0.17% | +0.02 |
| VGT Vanguard Info Tech ETF | Add +9.6% | 0.20% | +0.02 |
| AMD Advanced Micro Devices | Add +2.2% | 0.21% | +0.01 |
| HD Home Depot Inc. | Add +5.3% | 0.16% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +4.7% | 1.85% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +3.0% | 0.34% | −0.00 |
| WMT Walmart Inc. | Add +3.1% | 0.17% | −0.01 |
| XOM Exxon Mobil Corp. | Add +2.2% | 0.16% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.2% | 0.24% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.8% | 0.33% | −0.02 |
| MA Mastercard Inc. Class A | Add +2.1% | 0.19% | −0.02 |
| JQUA JPMorgan US Quality Factor | Add +0.0% | 0.70% | −0.05 |
| NFLX Netflix Inc. | Add +1.0% | 0.23% | −0.06 |
| META Meta Platforms Inc. Class A | Add +2.1% | 0.60% | −0.07 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.1% | 1.40% | −0.09 |
| AMZN Amazon.com Inc. | Add +2.7% | 1.03% | −0.10 |
| SPMC Sound Point Meridian Capital | Add +3.7% | 0.84% | −0.10 |
| RSP Invesco S&P 500 Equal Weight | Add +0.0% | 1.46% | −0.12 |
| VOO Vanguard S&P 500 ETF | Add +0.9% | 4.14% | −0.15 |
| MSFT Microsoft Corp. | Add +1.7% | 2.80% | −0.18 |
| DFUS Dimensional US Eq MKT ETF | Add +0.9% | 34.95% | −1.19 |
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 |