Everest Private Wealth
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 7, 2026), Everest Private Wealth reported 72 stock positions worth $197.4 million. Its top holding was Dimensional US Eq MKT ETF (DFUS) at 23.2% of the portfolio, followed by Alpha Architct US Eqty 2 ETF (AAEQ, 9.0%) and Alphabet Class C (GOOG, 6.4%). Compared with Q4 2025, it opened 12 new positions, sold out of 3, added to 42 and reduced 10. The biggest buy was a new position in Alpha Architect US Equ 3 ETF (AAUA) and the biggest sale Dimensional US Eq MKT ETF (DFUS, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- CUPERTINO, CA
- CIK
- 0002056683
- Portfolio Value
- $197.4M (Q1 2026)
- SEC Filing
- 0001951757-26-000786 ↗ filed May 7, 2026
Holdings Value
Holdings 72 stocks · $197.4M
| DFUS Dimensional US Eq MKT ETF | 23.17% | 645,075 | $45.7M | Reduce -8.2% |
| AAEQ Alpha Architct US Eqty 2 ETF | 8.97% | 380,489 | $17.7M | Reduce -0.4% |
| GOOG Alphabet Inc. Class C | 6.39% | 43,954 | $12.6M | Add +2.7% |
| GOOGL Alphabet Inc. Class A | 6.35% | 43,602 | $12.5M | Add +1.2% |
| NVDA Nvidia Corp. | 4.14% | 46,874 | $8.2M | Add +104.1% |
| AAUA Alpha Architect US Equ 3 ETF | 3.93% | 158,603 | $7.8M | New |
| AVGO Broadcom Inc. | 3.41% | 21,759 | $6.7M | Add +100.5% |
| VOO Vanguard S&P 500 ETF | 3.14% | 10,374 | $6.2M | Add +2.8% |
| ARES Ares Management Corp. Class A | 2.84% | 224,154 | $5.6M | New |
| AAPL Apple Inc. | 2.75% | 21,395 | $5.4M | Add +76.9% |
| AMZN Amazon.com Inc. | 2.69% | 25,483 | $5.3M | Add +7.1% |
| IXUS iShares Core Intl Stock ETF | 2.27% | 51,676 | $4.5M | No change |
| DFAC Dimensional US Core Equity 2 | 2.13% | 108,049 | $4.2M | No change |
| VTI VG Morningstar TS MKT ETF-US | 2.08% | 12,770 | $4.1M | Reduce -15.6% |
| VXUS Vanguard Total Intl Stock | 2.00% | 51,303 | $4.0M | Add +4.9% |
| MSFT Microsoft Corp. | 1.78% | 9,504 | $3.5M | Add +3.7% |
| AMAT Applied Materials Inc. | 1.60% | 9,220 | $3.2M | New |
| GSLC Goldman Activebeta US LC ETF | 1.29% | 20,422 | $2.6M | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.12% | 11,287 | $2.2M | Add +0.6% |
| DUHP Dimensional US High Profi Et | 1.10% | 59,190 | $2.2M | Add +142.7% |
| RSP Invesco S&P 500 Equal Weight | 1.06% | 10,866 | $2.1M | Add +0.0% |
| GSST Goldman Sachs Ultra Short Bo | 0.96% | 37,420 | $1.9M | Add +213.1% |
| DIHP Dimensional International Hi | 0.77% | 47,336 | $1.5M | Add +10.4% |
| V Visa Inc. Class A | 0.75% | 4,923 | $1.5M | Add +0.8% |
| GBIL Goldman Sachs Access Treasur | 0.75% | 14,819 | $1.5M | Reduce -23.0% |
| WMT Walmart Inc. | 0.75% | 11,915 | $1.5M | Add +302.8% |
| ORCL Oracle Corp. | 0.60% | 8,078 | $1.2M | Add +29.3% |
| PULS Pgim Ultra Short Bond ETF | 0.57% | 22,698 | $1.1M | Add +4.1% |
| IVV iShares Core S&P 500 ETF | 0.57% | 1,716 | $1.1M | Reduce -12.8% |
| JQUA JPMorgan US Quality Factor | 0.54% | 17,243 | $1.1M | Reduce -1.1% |
| IJS iShares S&P Small-Cap 600 Va | 0.49% | 8,216 | $973K | No change |
| CPAG F/M Com US Agg Bond ETF | 0.45% | 8,751 | $894K | New |
| SPMC Sound Point Meridian Capital | 0.44% | 96,819 | $867K | Add +21.3% |
| DGS Wisdomtree Em Small Cap | 0.39% | 12,888 | $775K | Add +10.7% |
| META Meta Platforms Inc. Class A | 0.38% | 1,299 | $743K | Add +4.4% |
| TSLA Tesla Inc. | 0.36% | 1,926 | $716K | Add +17.9% |
| INTU Intuit Inc. | 0.36% | 1,639 | $709K | Add +0.4% |
| CRM Salesforce Inc. | 0.34% | 3,629 | $677K | Add +7.6% |
| MU Micron Technology Inc. | 0.34% | 1,965 | $664K | Add +139.9% |
| VGIT Vanguard Intermediate-Term T | 0.32% | 10,716 | $638K | Add +27.7% |
| LLY Eli Lilly & Co. | 0.32% | 676 | $622K | Add +59.1% |
| CSCO Cisco Systems Inc. | 0.31% | 7,832 | $608K | Reduce -26.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.28% | 1,144 | $548K | Add +18.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.27% | 1,203 | $526K | Reduce -26.1% |
| BNDX Vanguard Total Intl Bond ETF | 0.26% | 10,882 | $523K | Reduce -3.2% |
| ANET Arista Networks Inc. | 0.26% | 4,205 | $516K | Add +6.2% |
| JPM JPMorgan Chase & Co. | 0.25% | 1,669 | $491K | Add +6.0% |
| PAAA Pgim Aaa Clo ETF | 0.25% | 9,487 | $486K | Reduce -53.6% |
| AMD Advanced Micro Devices | 0.23% | 2,218 | $451K | Add +14.6% |
| COST Costco Wholesale Corp. | 0.22% | 434 | $432K | Add +21.9% |
| XOM Exxon Mobil Corp. | 0.21% | 2,496 | $423K | Add +7.1% |
| VEA Vanguard Ftse Developed ETF | 0.20% | 6,224 | $399K | Add +0.6% |
| IEMG iShares Core MSCI Emerging | 0.19% | 5,286 | $369K | Add +19.3% |
| JNJ Johnson & Johnson | 0.15% | 1,250 | $306K | Add +6.9% |
| ABBV Abbvie Inc. | 0.15% | 1,364 | $297K | Add +28.6% |
| VGT Vanguard Info Tech ETF | 0.15% | 422 | $294K | No change |
| DFAX Dimensional World Ex US Core | 0.15% | 8,585 | $292K | No change |
| SCHF Schwab Intl Equity ETF | 0.14% | 11,008 | $272K | Add +4.3% |
| IVW iShares S&P 500 Growth ETF | 0.14% | 2,408 | $272K | No change |
| EWX State Street SPDR S&P Emergi | 0.14% | 4,074 | $269K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.14% | 1,841 | $269K | Add +37.0% |
| NFLX Netflix Inc. | 0.13% | 2,676 | $257K | Add +11.4% |
| DEHP Dimensional Emrg MRK Hi Prof | 0.13% | 7,358 | $249K | New |
| MA Mastercard Inc. Class A | 0.12% | 489 | $244K | Add +3.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.12% | 4,811 | $235K | Add +19.2% |
| HD Home Depot Inc. | 0.12% | 709 | $233K | New |
| GE General Electric filed as GE AEROSPACE | 0.12% | 818 | $232K | New |
| GEV GE Vernova Inc. | 0.11% | 246 | $215K | New |
| ZS Zscaler Inc. | 0.11% | 1,529 | $215K | New |
| BMY Bristol-Myers Squibb Co. | 0.11% | 3,469 | $210K | New |
| KLAC KLA Corp. | 0.11% | 141 | $208K | New |
| WDC Western Digital Corp. | 0.10% | 761 | $206K | New |
Portfolio Sells Q4 2025 → Q1 2026
| DFUS Dimensional US Eq MKT ETF | Reduce -8.2% | 23.17% | −5.90 |
| AAEQ Alpha Architct US Eqty 2 ETF | Reduce -0.4% | 8.97% | −1.54 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -15.6% | 2.08% | −0.75 |
| MUB iShares National Muni Bond E | Sold out | 0.00% | −0.36 |
| PAAA Pgim Aaa Clo ETF | Reduce -53.6% | 0.25% | −0.34 |
| GBIL Goldman Sachs Access Treasur | Reduce -23.0% | 0.75% | −0.32 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −0.21 |
| IVV iShares Core S&P 500 ETF | Reduce -12.8% | 0.57% | −0.18 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -26.1% | 0.27% | −0.18 |
| CSCO Cisco Systems Inc. | Reduce -26.3% | 0.31% | −0.15 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −0.12 |
| JQUA JPMorgan US Quality Factor | Reduce -1.1% | 0.54% | −0.08 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -3.2% | 0.26% | −0.04 |
Portfolio Buys Q4 2025 → Q1 2026
| AAUA Alpha Architect US Equ 3 ETF | New | 3.93% | +3.93 |
| ARES Ares Management Corp. Class A | New | 2.84% | +2.84 |
| NVDA Nvidia Corp. | Add +104.1% | 4.14% | +1.75 |
| AMAT Applied Materials Inc. | New | 1.60% | +1.60 |
| AVGO Broadcom Inc. | Add +100.5% | 3.41% | +1.32 |
| AAPL Apple Inc. | Add +76.9% | 2.75% | +0.92 |
| GSST Goldman Sachs Ultra Short Bo | Add +213.1% | 0.96% | +0.62 |
| DUHP Dimensional US High Profi Et | Add +142.7% | 1.10% | +0.58 |
| WMT Walmart Inc. | Add +302.8% | 0.75% | +0.57 |
| CPAG F/M Com US Agg Bond ETF | New | 0.45% | +0.45 |
| MU Micron Technology Inc. | Add +139.9% | 0.34% | +0.21 |
| DEHP Dimensional Emrg MRK Hi Prof | New | 0.13% | +0.13 |
| HD Home Depot Inc. | New | 0.12% | +0.12 |
| GE General Electric | New | 0.12% | +0.12 |
| GEV GE Vernova Inc. | New | 0.11% | +0.11 |
| ZS Zscaler Inc. | New | 0.11% | +0.11 |
| BMY Bristol-Myers Squibb Co. | New | 0.11% | +0.11 |
| KLAC KLA Corp. | New | 0.11% | +0.11 |
| WDC Western Digital Corp. | New | 0.10% | +0.10 |
| LLY Eli Lilly & Co. | Add +59.1% | 0.32% | +0.06 |
| XOM Exxon Mobil Corp. | Add +7.1% | 0.21% | +0.06 |
| COST Costco Wholesale Corp. | Add +21.9% | 0.22% | +0.05 |
| VGIT Vanguard Intermediate-Term T | Add +27.7% | 0.32% | +0.04 |
| IEMG iShares Core MSCI Emerging | Add +19.3% | 0.19% | +0.02 |
| DGS Wisdomtree Em Small Cap | Add +10.7% | 0.39% | +0.02 |
| JNJ Johnson & Johnson | Add +6.9% | 0.15% | +0.02 |
| DIHP Dimensional International Hi | Add +10.4% | 0.77% | +0.02 |
| ABBV Abbvie Inc. | Add +28.6% | 0.15% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +18.6% | 0.28% | +0.01 |
| NFLX Netflix Inc. | Add +11.4% | 0.13% | +0.00 |
| PLTR Palantir Technologies Inc. Class A | Add +37.0% | 0.14% | +0.00 |
| AMD Advanced Micro Devices | Add +14.6% | 0.23% | −0.00 |
| SCHF Schwab Intl Equity ETF | Add +4.3% | 0.14% | −0.00 |
| BAC Bank of America Corp. | Add +19.2% | 0.12% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Add +0.6% | 0.20% | −0.01 |
| MA Mastercard Inc. Class A | Add +3.0% | 0.12% | −0.03 |
| ANET Arista Networks Inc. | Add +6.2% | 0.26% | −0.03 |
| PULS Pgim Ultra Short Bond ETF | Add +4.1% | 0.57% | −0.03 |
| JPM JPMorgan Chase & Co. | Add +6.0% | 0.25% | −0.03 |
| TSLA Tesla Inc. | Add +17.9% | 0.36% | −0.05 |
| VXUS Vanguard Total Intl Stock | Add +4.9% | 2.00% | −0.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.6% | 1.12% | −0.07 |
| ORCL Oracle Corp. | Add +29.3% | 0.60% | −0.08 |
| META Meta Platforms Inc. Class A | Add +4.4% | 0.38% | −0.08 |
| RSP Invesco S&P 500 Equal Weight | Add +0.0% | 1.06% | −0.10 |
| CRM Salesforce Inc. | Add +7.6% | 0.34% | −0.16 |
| SPMC Sound Point Meridian Capital | Add +21.3% | 0.44% | −0.17 |
| V Visa Inc. Class A | Add +0.8% | 0.75% | −0.20 |
| INTU Intuit Inc. | Add +0.4% | 0.36% | −0.24 |
| AMZN Amazon.com Inc. | Add +7.1% | 2.69% | −0.38 |
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 |