Q2 2026 13F · SEC CIK 2056391

Everest Financial Group LLC

Wealth managerFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $738.4M
Reported positions: 208
Holdings vs S&P 500, 3 yrs: —
Assets under management: $1.0B

Everest Financial Group LLC is a wealth manager that reported 208 positions worth $738.4M in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Alphabet Inc (GOOGL, 5.0%), Amazon Com Inc Com (AMZN, 4.8%), Invesco S&p 500 Revenue ETF (RWL, 4.4%).

Everest Financial Group LLC holdings largest 50 of 208 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Everest Financial Group LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
GOOGLAlphabet Inc	5.0%	4.8%	102,368	+1.0%	$36.6M
AMZNAmazon Com Inc Com	4.8%	5.1%	147,668	-0.1%	$35.2M
RWLInvesco S&p 500 Revenue ETF	4.4%	4.7%	252,019	+0.9%	$32.2M
NVDANvidia Corporation Com	4.3%	4.5%	158,412	+0.3%	$31.7M
TSMTaiwan Semiconductor Manufac	4.1%	3.5%	62,662	+0.5%	$29.9M
MSFTMicrosoft Corp	4.0%	4.8%	78,425	+0.2%	$29.3M
MUMicron Technology Inc	3.5%	1.2%	22,133	+2.8%	$25.5M
AMDAdvanced Micro Devices Inc	3.3%	1.4%	41,537	-2.0%	$24.1M
PANWPalo Alto Networks Inc	3.2%	1.7%	68,806	+5.1%	$23.5M
AAPLApple Inc	3.1%	3.5%	78,507	-5.3%	$22.7M
SCHDSchwab Strategic Tr	2.7%	3.6%	637,000	-11.6%	$20.2M
AVGOBroadcom Inc	2.5%	2.3%	49,737	+8.5%	$18.8M
CRWDCrowdstrike Hldgs Inc Class A	2.3%	1.4%	22,186	+0.6%	$16.9M
METAMeta Platforms Inc Class A	2.1%	2.5%	27,592	+4.3%	$15.5M
JEPIJpmorgan Equity Premium Income ETF	2.1%	2.5%	274,028	+2.1%	$15.5M
XMHQInvesco Exchange Traded Fd T	2.0%	2.7%	131,701	-15.7%	$14.9M
ASMLAsml Hldg NV	1.9%	1.5%	6,897	-2.3%	$13.7M
UNHUnitedhealth Group Inc Com	1.8%	1.5%	32,682	-3.8%	$13.6M
VVisa Inc Com Cl A	1.6%	1.7%	33,367	-1.4%	$11.4M
SCHGSchwab U.s. Large-Cap Growth ETF	1.5%	1.6%	325,161	-2.2%	$11.0M
BRK-BBerkshire Hathaway Inc Del	1.5%	1.7%	21,443	+0.0%	$10.7M
VOOVanguard S&p 500 ETF	1.4%	1.5%	15,541	+0.7%	$10.7M
XLFSelect Sector Spdr Tr	1.4%	1.6%	187,983	-1.9%	$10.1M
NOWServicenow Inc Com	1.3%	1.8%	97,117	-7.3%	$9.6M
DELLDell Technologies Inc	1.3%	0.6%	21,770	+4.9%	$9.4M
IWYIshares Russell Top 200 Growth ETF	1.1%	1.1%	27,633	-0.0%	$8.0M
ETNEaton Corp PLC	1.0%	1.0%	17,182	+0.9%	$7.3M
GOOGAlphabet Inc	1.0%	1.0%	19,968	-2.2%	$7.1M
UBERUber Technologies Inc	0.9%	1.1%	92,597	-0.2%	$6.7M
DFACDimensional U.s. Core Equity 2	0.8%	0.8%	133,876	+2.2%	$5.9M
ETPCEnergy Transfer L P	0.8%	1.0%	304,501	-1.4%	$5.8M
FEGERbb Fund Trust	0.7%	—	111,614	—	$5.5M
DALDelta Air Lines Inc Com New	0.7%	0.6%	58,104	-1.4%	$5.4M
VGTVanguard Info Tech	0.7%	0.6%	45,413	+704.8%	$5.4M
IAUIshares Gold Trust	0.7%	1.0%	70,469	-0.4%	$5.3M
FLOTIshares Tr	0.7%	0.9%	100,449	-7.1%	$5.1M
JPMJpmorgan Chase & Co	0.6%	0.7%	14,142	-0.8%	$4.6M
TSLATesla Inc Com	0.6%	0.6%	10,423	+0.1%	$4.4M
MAMastercard Inc.	0.6%	0.7%	8,503	+7.4%	$4.4M
CRMSalesforce Inc Com	0.5%	1.1%	25,120	-27.3%	$3.9M
DFUSDimensional ETF Trust	0.5%	0.5%	47,772	+1.7%	$3.9M
PVALPutnam Focused Large Cap Value ETF	0.5%	0.4%	76,152	+36.0%	$3.9M
NOBLProshares Tr	0.5%	0.6%	64,676	+102.3%	$3.6M
DFAIDimensional International Core Equity Ma	0.5%	0.5%	83,572	+0.6%	$3.4M
AMATApplied Matls Inc	0.4%	—	4,176	—	$3.0M
XOMExxon Mobil Corp	0.4%	0.6%	21,888	+0.1%	$3.0M
IVVIshares Core S&p 500 ETF	0.4%	0.4%	3,993	-0.1%	$3.0M
FENIFidelity Enhanced International ETF	0.4%	0.6%	73,485	-20.4%	$2.9M
DUSBDimensional ETF Trust	0.4%	0.5%	56,825	-5.9%	$2.9M
XLISelect Sector Spdr Tr	0.4%	—	15,531	—	$2.9M

What Everest Financial Group LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$738.4M	208
Q1 2026	$607.3M	199
Q4 2025	$447.0M	89

Questions about Everest Financial Group LLC's portfolio

What stocks does Everest Financial Group LLC own?

Everest Financial Group LLC's latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 208 positions worth $738.4M. The largest are Alphabet Inc (GOOGL) at 5.0%, Amazon Com Inc Com (AMZN) at 4.8%, Invesco S&p 500 Revenue ETF (RWL) at 4.4%, Nvidia Corporation Com (NVDA) at 4.3% and Taiwan Semiconductor Manufac (TSM) at 4.1%.

What did Everest Financial Group LLC buy last quarter?

In Q2 2026, Everest Financial Group LLC added Vanguard Info Tech (VGT) (+704.8% shares), Proshares Tr (NOBL) (+102.3% shares) and Putnam Focused Large Cap Value ETF (PVAL) (+36.0% shares), compared with its Q1 2026 filing.

What did Everest Financial Group LLC sell last quarter?

In Q2 2026, Everest Financial Group LLC cut from its top 50 Sprott Asset Management LP (PSLV), cut from its top 50 Jpmorgan Income ETF (JPIE), cut from its top 50 Ishares 20 Year Treasury Bond ETF (TLT), Salesforce Inc Com (CRM) (-27.3% shares), Fidelity Enhanced International ETF (FENI) (-20.4% shares) and Invesco Exchange Traded Fd T (XMHQ) (-15.7% shares), compared with its Q1 2026 filing.

When is Everest Financial Group LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Everest Financial Group LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Everest Financial Group LLC manage?

Everest Financial Group LLC reported $1.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $738.4M.