13F HOLDINGS REPORT
Everest Management Corp.
Quarter ended Q3 2025 · Filed November 6, 2025 · Accession 0001951757-25-001285
Total Value
$156.9M
Positions
67
Other Managers
0
Confidential Omitted
No
Holdings (67)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V401 | 756,729 | $54.8M | 34.95% |
| 2 | ALPHABET INC | GOOG | 43,506 | $10.6M | 6.74% |
| 3 | ALPHABET INC | GOOG | 42,299 | $10.3M | 6.57% |
| 4 | VANGUARD INDEX FDS | 922908363 | 10,615 | $6.5M | 4.14% |
| 5 | BROADCOM INC | AVGO | 14,148 | $4.7M | 2.98% |
| 6 | APPLE INC | AAPL | 17,285 | $4.4M | 2.81% |
| 7 | DIMENSIONAL ETF TRUST | 25434V708 | 114,049 | $4.4M | 2.80% |
| 8 | MICROSOFT CORP | MSFT | 8,474 | $4.4M | 2.80% |
| 9 | ISHARES TR | 46432F834 | 51,676 | $4.3M | 2.72% |
| 10 | GOLDMAN SACHS ETF TR | NVGLF | 36,677 | $3.7M | 2.34% |
| 11 | NVIDIA CORPORATION | NVDA | 19,574 | $3.7M | 2.33% |
| 12 | VANGUARD STAR FDS | 921909768 | 48,484 | $3.6M | 2.27% |
| 13 | VANGUARD INDEX FDS | 922908769 | 8,865 | $2.9M | 1.85% |
| 14 | GOLDMAN SACHS ETF TR | NVGLF | 21,183 | $2.8M | 1.76% |
| 15 | INVESCO EXCHANGE TRADED FD T | IVZ | 12,088 | $2.3M | 1.46% |
| 16 | VANGUARD INDEX FDS | 922908744 | 11,814 | $2.2M | 1.40% |
| 17 | VISA INC | V | 5,012 | $1.7M | 1.09% |
| 18 | AMAZON COM INC | AMZN | 7,331 | $1.6M | 1.03% |
| 19 | ORACLE CORP | ORCL-PD | 5,265 | $1.5M | 0.94% |
| 20 | SCHWAB STRATEGIC TR | 808524201 | 54,462 | $1.4M | 0.91% |
| 21 | SOUND POINT MERIDIAN CAP INC | SPME | 75,555 | $1.3M | 0.84% |
| 22 | DIMENSIONAL ETF TRUST | 25434V765 | 42,866 | $1.3M | 0.83% |
| 23 | PGIM ETF TR | 69344A107 | 24,703 | $1.2M | 0.78% |
| 24 | ISHARES TR | 464287879 | 10,283 | $1.1M | 0.72% |
| 25 | INTUIT | INTU | 1,649 | $1.1M | 0.72% |
| 26 | PGIM ETF TR | 69344A834 | 21,672 | $1.1M | 0.71% |
| 27 | J P MORGAN EXCHANGE TRADED F | 46641Q761 | 17,429 | $1.1M | 0.70% |
| 28 | DIMENSIONAL ETF TRUST | 25434V831 | 27,768 | $1.0M | 0.67% |
| 29 | META PLATFORMS INC | META | 1,286 | $944,413 | 0.60% |
| 30 | GOLDMAN SACHS ETF TR | NVGLF | 16,937 | $858,694 | 0.55% |
| 31 | TESLA INC | TSLA | 1,917 | $852,528 | 0.54% |
| 32 | SALESFORCE INC | CRM | 3,370 | $798,690 | 0.51% |
| 33 | VANGUARD INDEX FDS | 922908736 | 1,628 | $780,833 | 0.50% |
| 34 | WISDOMTREE TR | WT | 11,635 | $664,355 | 0.42% |
| 35 | ISHARES TR | 464288414 | 6,015 | $640,537 | 0.41% |
| 36 | ARISTA NETWORKS INC | ANET | 3,767 | $548,890 | 0.35% |
| 37 | VANGUARD CHARLOTTE FDS | 92203J407 | 10,882 | $538,224 | 0.34% |
| 38 | JPMORGAN CHASE & CO. | VYLD | 1,688 | $532,446 | 0.34% |
| 39 | ISHARES TR | 464287614 | 1,117 | $523,412 | 0.33% |
| 40 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,029 | $517,319 | 0.33% |
| 41 | ISHARES TR | 464287622 | 1,259 | $460,139 | 0.29% |
| 42 | SPDR S&P 500 ETF TR | SPY | 571 | $380,498 | 0.24% |
| 43 | VANGUARD TAX-MANAGED FDS | 921943858 | 6,187 | $370,725 | 0.24% |
| 44 | NETFLIX INC | NFLX | 303 | $363,273 | 0.23% |
| 45 | COSTCO WHSL CORP NEW | 22160K105 | 386 | $357,293 | 0.23% |
| 46 | ELI LILLY & CO | LLY | 426 | $325,038 | 0.21% |
| 47 | ADVANCED MICRO DEVICES INC | AMD | 1,989 | $321,800 | 0.21% |
| 48 | VANGUARD WORLD FD | 92204A702 | 422 | $315,078 | 0.20% |
| 49 | MASTERCARD INCORPORATED | MA | 533 | $303,176 | 0.19% |
| 50 | ISHARES INC | 46434G103 | 4,498 | $296,508 | 0.19% |
| 51 | ISHARES TR | 464287309 | 2,408 | $290,694 | 0.19% |
| 52 | ISHARES TR | 464287200 | 420 | $281,381 | 0.18% |
| 53 | SPDR INDEX SHS FDS | 78463X756 | 4,074 | $274,139 | 0.17% |
| 54 | WALMART INC | WMT | 2,624 | $270,429 | 0.17% |
| 55 | DIMENSIONAL ETF TRUST | 25434V880 | 8,585 | $269,397 | 0.17% |
| 56 | ABBVIE INC | ABBV | 1,137 | $263,261 | 0.17% |
| 57 | EXXON MOBIL CORP | XOM | 2,288 | $257,972 | 0.16% |
| 58 | JOHNSON & JOHNSON | JNJ | 1,368 | $253,655 | 0.16% |
| 59 | HOME DEPOT INC | HD | 615 | $249,192 | 0.16% |
| 60 | SCHWAB STRATEGIC TR | 808524805 | 10,550 | $245,604 | 0.16% |
| 61 | VANGUARD INDEX FDS | 922908637 | 762 | $234,589 | 0.15% |
| 62 | SYNOPSYS INC | SNPS | 466 | $229,920 | 0.15% |
| 63 | VANGUARD INDEX FDS | 922908652 | 1,064 | $222,738 | 0.14% |
| 64 | PALANTIR TECHNOLOGIES INC | PLTR | 1,215 | $221,640 | 0.14% |
| 65 | BANK AMERICA CORP | 060505104 | 4,173 | $215,285 | 0.14% |
| 66 | UNITEDHEALTH GROUP INC | UNH | 598 | $206,489 | 0.13% |
| 67 | GE AEROSPACE | 369604301 | 681 | $204,858 | 0.13% |