Everest Management Corp. 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0002056683 · CUPERTINO, CA

As of Sep 30, 2025, Everest Management Corp. reported 67 positions worth 56.9M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
DIMENSIONAL US EQUITY MARKET ETF	DFUS	—	756,729	$54.8M	34.95%
ALPHABET INC	GOOGL	Equity	43,506	0.6M	6.74%
ALPHABET INC	GOOG	Equity	42,299	0.3M	6.57%
VANGUARD 500 INDEX FUND	VOO	—	10,615	$6.5M	4.14%
BROADCOM INC	AVGO	Technology	14,148	$4.7M	2.98%
APPLE INC	AAPL	Technology	17,285	$4.4M	2.81%
DIMENSIONAL US CORE EQUITY 2 ETF	DFAC	—	114,049	$4.4M	2.80%
MICROSOFT CORP	MSFT	Technology	8,474	$4.4M	2.80%
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF	IXUS	—	51,676	$4.3M	2.72%
GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF	GBIL	—	36,677	$3.7M	2.34%
NVIDIA CORP	NVDA	Technology	19,574	$3.7M	2.33%
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND	VXUS	—	48,484	$3.6M	2.27%
VANGUARD TOTAL STOCK MKT ETF	VTI	—	8,865	$2.9M	1.85%
GOLDMAN SACHS ACTIVEBETA(R) US LARGE CAP EQUITY ETF	GSLC	—	21,183	$2.8M	1.76%
INVESCO S&P 500 EQUAL WEIGHT ETF	RSP	—	12,088	$2.3M	1.46%
VANGUARD VALUE INDEX FUND	VTV	—	11,814	$2.2M	1.40%
VISA INC-CLASS A SHARES	V	Financial Services	5,012	.7M	1.09%
AMAZON.COM INC	AMZN	Equity	7,331	.6M	1.03%
ORACLE CORP	ORCL	Technology	5,265	.5M	0.94%
SCHWAB US LARGE-CAP ETF	SCHX	Equity	54,462	.4M	0.91%
SOUND POINT MERIDIAN CAP INC	SPMC	—	75,555	.3M	0.84%
DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF	DIHP	—	42,866	.3M	0.83%
PGIM ULTRA SHORT BOND ETF	PULS	—	24,703	.2M	0.78%
ISHARES S&P SMALL-CAP 600 VALUE ETF	IJS	—	10,283	.1M	0.72%
INTUIT INC	INTU	Technology	1,649	.1M	0.72%