Everest Private Wealth
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 2, 2026), Everest Private Wealth reported 63 stock positions worth $179.3 million. Its top holding was Dimensional US Eq MKT ETF (DFUS) at 29.1% of the portfolio, followed by Alpha Architct US Eqty 2 ETF (AAEQ, 10.5%) and Alphabet Class A (GOOGL, 7.5%). Compared with Q3 2025, it opened 4 new positions, sold out of 8, added to 18 and reduced 32. The biggest buy was a new position in Alpha Architct US Eqty 2 ETF (AAEQ) and the biggest sale Dimensional US Eq MKT ETF (DFUS, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- CUPERTINO, CA
- CIK
- 0002056683
- Portfolio Value
- $179.3M (Q4 2025)
- SEC Filing
- 0001951757-26-000332 ↗ filed Feb 2, 2026
Holdings Value
Holdings 63 stocks · $179.3M
| DFUS Dimensional US Eq MKT ETF | 29.07% | 702,761 | $52.1M | Reduce -7.1% |
| AAEQ Alpha Architct US Eqty 2 ETF | 10.51% | 381,936 | $18.8M | New |
| GOOGL Alphabet Inc. Class A | 7.52% | 43,085 | $13.5M | Reduce -1.0% |
| GOOG Alphabet Inc. Class C | 7.49% | 42,798 | $13.4M | Add +1.2% |
| VOO Vanguard S&P 500 ETF | 3.53% | 10,088 | $6.3M | Reduce -5.0% |
| AMZN Amazon.com Inc. | 3.06% | 23,800 | $5.5M | Add +224.7% |
| VTI VG Morningstar TS MKT ETF-US | 2.83% | 15,133 | $5.1M | Add +70.7% |
| MSFT Microsoft Corp. | 2.47% | 9,162 | $4.4M | Add +8.1% |
| IXUS iShares Core Intl Stock ETF | 2.44% | 51,676 | $4.4M | No change |
| NVDA Nvidia Corp. | 2.39% | 22,965 | $4.3M | Add +17.3% |
| DFAC Dimensional US Core Equity 2 | 2.39% | 108,049 | $4.3M | Reduce -5.3% |
| AVGO Broadcom Inc. | 2.09% | 10,853 | $3.8M | Reduce -23.3% |
| VXUS Vanguard Total Intl Stock | 2.06% | 48,915 | $3.7M | Add +0.9% |
| AAPL Apple Inc. | 1.83% | 12,092 | $3.3M | Reduce -30.0% |
| GSLC Goldman Activebeta US LC ETF | 1.51% | 20,422 | $2.7M | Reduce -3.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.19% | 11,218 | $2.1M | Reduce -5.0% |
| RSP Invesco S&P 500 Equal Weight | 1.16% | 10,862 | $2.1M | Reduce -10.1% |
| GBIL Goldman Sachs Access Treasur | 1.07% | 19,242 | $1.9M | Reduce -47.5% |
| V Visa Inc. Class A | 0.96% | 4,886 | $1.7M | Reduce -2.5% |
| DIHP Dimensional International Hi | 0.76% | 42,866 | $1.4M | No change |
| IVV iShares Core S&P 500 ETF | 0.75% | 1,967 | $1.3M | Add +368.3% |
| ORCL Oracle Corp. | 0.68% | 6,246 | $1.2M | Add +18.6% |
| JQUA JPMorgan US Quality Factor | 0.61% | 17,438 | $1.1M | Add +0.1% |
| SPMC Sound Point Meridian Capital | 0.61% | 79,798 | $1.1M | Add +5.6% |
| PULS Pgim Ultra Short Bond ETF | 0.60% | 21,810 | $1.1M | Reduce -11.7% |
| INTU Intuit Inc. | 0.60% | 1,632 | $1.1M | Reduce -1.0% |
| PAAA Pgim Aaa Clo ETF | 0.58% | 20,444 | $1.0M | Reduce -5.7% |
| IJS iShares S&P Small-Cap 600 Va | 0.52% | 8,216 | $934K | Reduce -20.1% |
| DUHP Dimensional US High Profi Et | 0.52% | 24,393 | $928K | Reduce -12.2% |
| CRM Salesforce Inc. | 0.50% | 3,374 | $894K | Add +0.1% |
| META Meta Platforms Inc. Class A | 0.46% | 1,244 | $821K | Reduce -3.3% |
| CSCO Cisco Systems Inc. | 0.46% | 10,627 | $819K | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.44% | 1,629 | $795K | Add +0.1% |
| TSLA Tesla Inc. | 0.41% | 1,634 | $735K | Reduce -14.8% |
| DGS Wisdomtree Em Small Cap | 0.37% | 11,646 | $667K | Add +0.1% |
| MUB iShares National Muni Bond E | 0.36% | 6,015 | $644K | No change |
| GSST Goldman Sachs Ultra Short Bo | 0.34% | 11,953 | $603K | Reduce -29.4% |
| BNDX Vanguard Total Intl Bond ETF | 0.30% | 11,239 | $543K | Add +3.3% |
| ANET Arista Networks Inc. | 0.29% | 3,959 | $519K | Add +5.1% |
| JPM JPMorgan Chase & Co. | 0.28% | 1,574 | $507K | Reduce -6.8% |
| VGIT Vanguard Intermediate-Term T | 0.28% | 8,392 | $503K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.27% | 965 | $485K | Reduce -6.2% |
| LLY Eli Lilly & Co. | 0.25% | 425 | $457K | Reduce -0.2% |
| AMD Advanced Micro Devices | 0.23% | 1,935 | $414K | Reduce -2.7% |
| VEA Vanguard Ftse Developed ETF | 0.22% | 6,187 | $387K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.21% | 544 | $371K | Reduce -4.7% |
| WMT Walmart Inc. | 0.18% | 2,958 | $330K | Add +12.7% |
| VGT Vanguard Info Tech ETF | 0.18% | 422 | $318K | No change |
| COST Costco Wholesale Corp. | 0.17% | 356 | $307K | Reduce -7.8% |
| IEMG iShares Core MSCI Emerging | 0.17% | 4,430 | $298K | Reduce -1.5% |
| IVW iShares S&P 500 Growth ETF | 0.17% | 2,408 | $297K | No change |
| DFAX Dimensional World Ex US Core | 0.16% | 8,585 | $281K | No change |
| XOM Exxon Mobil Corp. | 0.16% | 2,330 | $280K | Add +1.8% |
| MA Mastercard Inc. Class A | 0.15% | 475 | $271K | Reduce -10.9% |
| EWX State Street SPDR S&P Emergi | 0.15% | 4,074 | $267K | No change |
| SCHF Schwab Intl Equity ETF | 0.14% | 10,550 | $254K | No change |
| ABBV Abbvie Inc. | 0.14% | 1,061 | $242K | Reduce -6.7% |
| JNJ Johnson & Johnson | 0.13% | 1,169 | $242K | Reduce -14.6% |
| PLTR Palantir Technologies Inc. Class A | 0.13% | 1,344 | $239K | Add +10.6% |
| MU Micron Technology Inc. | 0.13% | 819 | $234K | New |
| NFLX Netflix Inc. | 0.13% | 2,401 | $225K | Reduce -20.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.12% | 4,037 | $222K | Reduce -3.3% |
| SNPS Synopsys Inc. | 0.12% | 449 | $211K | Reduce -3.6% |
Portfolio Sells Q3 2025 → Q4 2025
| DFUS Dimensional US Eq MKT ETF | Reduce -7.1% | 29.07% | −5.88 |
| GBIL Goldman Sachs Access Treasur | Reduce -47.5% | 1.07% | −1.27 |
| AAPL Apple Inc. | Reduce -30.0% | 1.83% | −0.97 |
| SCHX Schwab US Large-Cap ETF | Sold out | 0.00% | −0.91 |
| AVGO Broadcom Inc. | Reduce -23.3% | 2.09% | −0.88 |
| VOO Vanguard S&P 500 ETF | Reduce -5.0% | 3.53% | −0.62 |
| DFAC Dimensional US Core Equity 2 | Reduce -5.3% | 2.39% | −0.42 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −0.33 |
| RSP Invesco S&P 500 Equal Weight | Reduce -10.1% | 1.16% | −0.30 |
| IWB iShares Russell 1000 ETF | Sold out | 0.00% | −0.29 |
| GSLC Goldman Activebeta US LC ETF | Reduce -3.6% | 1.51% | −0.25 |
| GSST Goldman Sachs Ultra Short Bo | Reduce -29.4% | 0.34% | −0.21 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -5.0% | 1.19% | −0.21 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -20.1% | 0.52% | −0.20 |
| PULS Pgim Ultra Short Bond ETF | Reduce -11.7% | 0.60% | −0.18 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.16 |
| DUHP Dimensional US High Profi Et | Reduce -12.2% | 0.52% | −0.15 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Sold out | 0.00% | −0.15 |
| META Meta Platforms Inc. Class A | Reduce -3.3% | 0.46% | −0.14 |
| VXF Vanguard Extended Market ETF | Sold out | 0.00% | −0.14 |
| V Visa Inc. Class A | Reduce -2.5% | 0.96% | −0.14 |
| TSLA Tesla Inc. | Reduce -14.8% | 0.41% | −0.13 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.13 |
| GE General Electric | Sold out | 0.00% | −0.13 |
| PAAA Pgim Aaa Clo ETF | Reduce -5.7% | 0.58% | −0.13 |
| INTU Intuit Inc. | Reduce -1.0% | 0.60% | −0.12 |
| NFLX Netflix Inc. | Reduce -20.8% | 0.13% | −0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -6.2% | 0.27% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -7.8% | 0.17% | −0.06 |
| JPM JPMorgan Chase & Co. | Reduce -6.8% | 0.28% | −0.06 |
| MA Mastercard Inc. Class A | Reduce -10.9% | 0.15% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.7% | 0.21% | −0.04 |
| ABBV Abbvie Inc. | Reduce -6.7% | 0.14% | −0.03 |
| SNPS Synopsys Inc. | Reduce -3.6% | 0.12% | −0.03 |
| JNJ Johnson & Johnson | Reduce -14.6% | 0.13% | −0.03 |
| IEMG iShares Core MSCI Emerging | Reduce -1.5% | 0.17% | −0.02 |
| BAC Bank of America Corp. | Reduce -3.3% | 0.12% | −0.01 |
| AMD Advanced Micro Devices | Reduce -2.7% | 0.23% | +0.03 |
| LLY Eli Lilly & Co. | Reduce -0.2% | 0.25% | +0.05 |
| GOOGL Alphabet Inc. Class A | Reduce -1.0% | 7.52% | +0.78 |
Portfolio Buys Q3 2025 → Q4 2025
| AAEQ Alpha Architct US Eqty 2 ETF | New | 10.51% | +10.51 |
| AMZN Amazon.com Inc. | Add +224.7% | 3.06% | +2.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +70.7% | 2.83% | +0.97 |
| GOOG Alphabet Inc. Class C | Add +1.2% | 7.49% | +0.92 |
| IVV iShares Core S&P 500 ETF | Add +368.3% | 0.75% | +0.57 |
| CSCO Cisco Systems Inc. | New | 0.46% | +0.46 |
| VGIT Vanguard Intermediate-Term T | New | 0.28% | +0.28 |
| MU Micron Technology Inc. | New | 0.13% | +0.13 |
| NVDA Nvidia Corp. | Add +17.3% | 2.39% | +0.06 |
| WMT Walmart Inc. | Add +12.7% | 0.18% | +0.01 |
| XOM Exxon Mobil Corp. | Add +1.8% | 0.16% | −0.01 |
| PLTR Palantir Technologies Inc. Class A | Add +10.6% | 0.13% | −0.01 |
| CRM Salesforce Inc. | Add +0.1% | 0.50% | −0.01 |
| BNDX Vanguard Total Intl Bond ETF | Add +3.3% | 0.30% | −0.04 |
| DGS Wisdomtree Em Small Cap | Add +0.1% | 0.37% | −0.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.1% | 0.44% | −0.05 |
| ANET Arista Networks Inc. | Add +5.1% | 0.29% | −0.06 |
| JQUA JPMorgan US Quality Factor | Add +0.1% | 0.61% | −0.08 |
| VXUS Vanguard Total Intl Stock | Add +0.9% | 2.06% | −0.21 |
| SPMC Sound Point Meridian Capital | Add +5.6% | 0.61% | −0.22 |
| ORCL Oracle Corp. | Add +18.6% | 0.68% | −0.27 |
| MSFT Microsoft Corp. | Add +8.1% | 2.47% | −0.33 |
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 |