13F HOLDINGS REPORT
Everest Management Corp.
Quarter ended Q2 2025 · Filed August 5, 2025 · Accession 0001951757-25-001023
Total Value
$139.2M
Positions
65
Other Managers
0
Confidential Omitted
No
Holdings (65)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V401 | 750,294 | $50.3M | 36.13% |
| 2 | ALPHABET INC | GOOG | 49,148 | $8.7M | 6.22% |
| 3 | ALPHABET INC | GOOG | 43,549 | $7.7M | 5.55% |
| 4 | VANGUARD INDEX FDS | 922908363 | 10,524 | $6.0M | 4.30% |
| 5 | MICROSOFT CORP | MSFT | 8,332 | $4.1M | 2.98% |
| 6 | DIMENSIONAL ETF TRUST | 25434V708 | 114,049 | $4.1M | 2.94% |
| 7 | ISHARES TR | 46432F834 | 51,676 | $4.0M | 2.87% |
| 8 | BROADCOM INC | AVGO | 14,203 | $3.9M | 2.81% |
| 9 | APPLE INC | AAPL | 16,819 | $3.5M | 2.48% |
| 10 | NVIDIA CORPORATION | NVDA | 19,022 | $3.0M | 2.16% |
| 11 | VANGUARD STAR FDS | 921909768 | 41,625 | $2.9M | 2.07% |
| 12 | VANGUARD INDEX FDS | 922908769 | 8,470 | $2.6M | 1.85% |
| 13 | GOLDMAN SACHS ETF TR | NVGLF | 21,183 | $2.6M | 1.85% |
| 14 | INVESCO EXCHANGE TRADED FD T | IVZ | 12,084 | $2.2M | 1.58% |
| 15 | GOLDMAN SACHS ETF TR | NVGLF | 21,516 | $2.2M | 1.55% |
| 16 | VANGUARD INDEX FDS | 922908744 | 11,806 | $2.1M | 1.50% |
| 17 | VISA INC | V | 5,014 | $1.8M | 1.28% |
| 18 | AMAZON COM INC | AMZN | 7,137 | $1.6M | 1.13% |
| 19 | SCHWAB STRATEGIC TR | 808524201 | 54,462 | $1.3M | 0.96% |
| 20 | PGIM ETF TR | 69344A107 | 26,344 | $1.3M | 0.94% |
| 21 | SOUND POINT MERIDIAN CAP INC | SPME | 72,858 | $1.3M | 0.94% |
| 22 | INTUIT | INTU | 1,651 | $1.3M | 0.93% |
| 23 | ORACLE CORP | ORCL-PD | 5,220 | $1.1M | 0.82% |
| 24 | ISHARES TR | 46436E718 | 10,750 | $1.1M | 0.78% |
| 25 | J P MORGAN EXCHANGE TRADED F | 46641Q761 | 17,423 | $1.0M | 0.75% |
| 26 | ISHARES TR | 464287879 | 10,283 | $1.0M | 0.74% |
| 27 | ISHARES TR | 464288414 | 9,245 | $965,918 | 0.69% |
| 28 | META PLATFORMS INC | META | 1,259 | $929,255 | 0.67% |
| 29 | SALESFORCE INC | CRM | 3,407 | $929,055 | 0.67% |
| 30 | DIMENSIONAL ETF TRUST | 25434V831 | 23,566 | $838,007 | 0.60% |
| 31 | GOLDMAN SACHS ETF TR | NVGLF | 14,495 | $732,934 | 0.53% |
| 32 | VANGUARD INDEX FDS | 922908736 | 1,628 | $713,525 | 0.51% |
| 33 | DIMENSIONAL ETF TRUST | 25434V765 | 22,730 | $670,308 | 0.48% |
| 34 | PGIM ETF TR | 69344A834 | 11,622 | $597,955 | 0.43% |
| 35 | TESLA INC | TSLA | 1,872 | $594,660 | 0.43% |
| 36 | VANGUARD CHARLOTTE FDS | 92203J407 | 10,882 | $538,768 | 0.39% |
| 37 | WISDOMTREE TR | WT | 9,607 | $530,692 | 0.38% |
| 38 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 991 | $481,398 | 0.35% |
| 39 | JPMORGAN CHASE & CO. | VYLD | 1,639 | $475,162 | 0.34% |
| 40 | ISHARES TR | 464287614 | 1,117 | $474,404 | 0.34% |
| 41 | ISHARES TR | 464287622 | 1,259 | $427,519 | 0.31% |
| 42 | NETFLIX INC | NFLX | 300 | $401,739 | 0.29% |
| 43 | COSTCO WHSL CORP NEW | 22160K105 | 399 | $394,986 | 0.28% |
| 44 | ARISTA NETWORKS INC | ANET | 3,745 | $383,151 | 0.28% |
| 45 | SCHWAB STRATEGIC TR | 808524797 | 13,853 | $367,104 | 0.26% |
| 46 | SPDR S&P 500 ETF TR | SPY | 570 | $352,061 | 0.25% |
| 47 | ELI LILLY & CO | LLY | 430 | $335,198 | 0.24% |
| 48 | ZSCALER INC | ZS | 1,002 | $314,568 | 0.23% |
| 49 | MASTERCARD INCORPORATED | MA | 522 | $293,333 | 0.21% |
| 50 | ADVANCED MICRO DEVICES INC | AMD | 1,947 | $276,279 | 0.20% |
| 51 | ISHARES TR | 464287309 | 2,408 | $265,121 | 0.19% |
| 52 | ISHARES TR | 464287200 | 420 | $260,971 | 0.19% |
| 53 | VANGUARD WORLD FD | 92204A702 | 385 | $255,363 | 0.18% |
| 54 | SPDR INDEX SHS FDS | 78463X756 | 4,074 | $252,710 | 0.18% |
| 55 | DIMENSIONAL ETF TRUST | 25434V880 | 8,585 | $252,141 | 0.18% |
| 56 | WALMART INC | WMT | 2,546 | $248,948 | 0.18% |
| 57 | SYNOPSYS INC | SNPS | 475 | $243,523 | 0.17% |
| 58 | VANGUARD TAX-MANAGED FDS | 921943858 | 4,250 | $242,292 | 0.17% |
| 59 | EXXON MOBIL CORP | XOM | 2,238 | $241,256 | 0.17% |
| 60 | VANGUARD MUN BD FDS | 922907746 | 4,624 | $226,716 | 0.16% |
| 61 | VANGUARD INDEX FDS | 922908637 | 762 | $217,399 | 0.16% |
| 62 | ISHARES INC | 46434G103 | 3,616 | $217,068 | 0.16% |
| 63 | HOME DEPOT INC | HD | 584 | $214,118 | 0.15% |
| 64 | VANGUARD INDEX FDS | 922908553 | 2,335 | $207,955 | 0.15% |
| 65 | ABBVIE INC | ABBV | 1,116 | $207,152 | 0.15% |