13F HOLDINGS REPORT
Everest Management Corp.
Quarter ended Q4 2025 · Filed February 2, 2026 · Accession 0001951757-26-000332
Total Value
$179.3M
Positions
63
Other Managers
0
Confidential Omitted
No
Holdings (63)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V401 | 702,761 | $52.1M | 29.07% |
| 2 | EA SERIES TRUST | 02072Q358 | 381,936 | $18.8M | 10.51% |
| 3 | ALPHABET INC | GOOG | 43,085 | $13.5M | 7.52% |
| 4 | ALPHABET INC | GOOG | 42,798 | $13.4M | 7.49% |
| 5 | VANGUARD INDEX FDS | 922908363 | 10,088 | $6.3M | 3.53% |
| 6 | AMAZON COM INC | AMZN | 23,800 | $5.5M | 3.06% |
| 7 | VANGUARD INDEX FDS | 922908769 | 15,133 | $5.1M | 2.83% |
| 8 | MICROSOFT CORP | MSFT | 9,162 | $4.4M | 2.47% |
| 9 | ISHARES TR | 46432F834 | 51,676 | $4.4M | 2.44% |
| 10 | NVIDIA CORPORATION | NVDA | 22,965 | $4.3M | 2.39% |
| 11 | DIMENSIONAL ETF TRUST | 25434V708 | 108,049 | $4.3M | 2.39% |
| 12 | BROADCOM INC | AVGO | 10,853 | $3.8M | 2.09% |
| 13 | VANGUARD STAR FDS | 921909768 | 48,915 | $3.7M | 2.06% |
| 14 | APPLE INC | AAPL | 12,092 | $3.3M | 1.83% |
| 15 | GOLDMAN SACHS ETF TR | NVGLF | 20,422 | $2.7M | 1.51% |
| 16 | VANGUARD INDEX FDS | 922908744 | 11,218 | $2.1M | 1.19% |
| 17 | INVESCO EXCHANGE TRADED FD T | IVZ | 10,862 | $2.1M | 1.16% |
| 18 | GOLDMAN SACHS ETF TR | NVGLF | 19,242 | $1.9M | 1.07% |
| 19 | VISA INC | V | 4,886 | $1.7M | 0.96% |
| 20 | DIMENSIONAL ETF TRUST | 25434V765 | 42,866 | $1.4M | 0.76% |
| 21 | ISHARES TR | 464287200 | 1,967 | $1.3M | 0.75% |
| 22 | ORACLE CORP | ORCL-PD | 6,246 | $1.2M | 0.68% |
| 23 | J P MORGAN EXCHANGE TRADED F | 46641Q761 | 17,438 | $1.1M | 0.61% |
| 24 | SOUND POINT MERIDIAN CAP INC | SPME | 79,798 | $1.1M | 0.61% |
| 25 | PGIM ETF TR | 69344A107 | 21,810 | $1.1M | 0.60% |
| 26 | INTUIT | INTU | 1,632 | $1.1M | 0.60% |
| 27 | PGIM ETF TR | 69344A834 | 20,444 | $1.0M | 0.58% |
| 28 | ISHARES TR | 464287879 | 8,216 | $934,375 | 0.52% |
| 29 | DIMENSIONAL ETF TRUST | 25434V831 | 24,393 | $927,666 | 0.52% |
| 30 | SALESFORCE INC | CRM | 3,374 | $893,806 | 0.50% |
| 31 | META PLATFORMS INC | META | 1,244 | $821,152 | 0.46% |
| 32 | CISCO SYS INC | CSCO | 10,627 | $818,598 | 0.46% |
| 33 | VANGUARD INDEX FDS | 922908736 | 1,629 | $794,694 | 0.44% |
| 34 | TESLA INC | TSLA | 1,634 | $734,842 | 0.41% |
| 35 | WISDOMTREE TR | WT | 11,646 | $666,612 | 0.37% |
| 36 | ISHARES TR | 464288414 | 6,015 | $644,267 | 0.36% |
| 37 | GOLDMAN SACHS ETF TR | NVGLF | 11,953 | $603,292 | 0.34% |
| 38 | VANGUARD CHARLOTTE FDS | 92203J407 | 11,239 | $543,068 | 0.30% |
| 39 | ARISTA NETWORKS INC | ANET | 3,959 | $518,748 | 0.29% |
| 40 | JPMORGAN CHASE & CO. | VYLD | 1,574 | $507,174 | 0.28% |
| 41 | VANGUARD SCOTTSDALE FDS | 92206C706 | 8,392 | $502,933 | 0.28% |
| 42 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 965 | $485,057 | 0.27% |
| 43 | ELI LILLY & CO | LLY | 425 | $456,739 | 0.25% |
| 44 | ADVANCED MICRO DEVICES INC | AMD | 1,935 | $414,400 | 0.23% |
| 45 | VANGUARD TAX-MANAGED FDS | 921943858 | 6,187 | $386,502 | 0.22% |
| 46 | SPDR S&P 500 ETF TR | SPY | 544 | $371,291 | 0.21% |
| 47 | WALMART INC | WMT | 2,958 | $329,551 | 0.18% |
| 48 | VANGUARD WORLD FD | 92204A702 | 422 | $318,095 | 0.18% |
| 49 | COSTCO WHSL CORP NEW | 22160K105 | 356 | $306,993 | 0.17% |
| 50 | ISHARES INC | 46434G103 | 4,430 | $297,785 | 0.17% |
| 51 | ISHARES TR | 464287309 | 2,408 | $296,810 | 0.17% |
| 52 | DIMENSIONAL ETF TRUST | 25434V880 | 8,585 | $280,987 | 0.16% |
| 53 | EXXON MOBIL CORP | XOM | 2,330 | $280,392 | 0.16% |
| 54 | MASTERCARD INCORPORATED | MA | 475 | $271,168 | 0.15% |
| 55 | SPDR INDEX SHS FDS | 78463X756 | 4,074 | $267,483 | 0.15% |
| 56 | SCHWAB STRATEGIC TR | 808524805 | 10,550 | $253,622 | 0.14% |
| 57 | ABBVIE INC | ABBV | 1,061 | $242,428 | 0.14% |
| 58 | JOHNSON & JOHNSON | JNJ | 1,169 | $241,925 | 0.13% |
| 59 | PALANTIR TECHNOLOGIES INC | PLTR | 1,344 | $238,896 | 0.13% |
| 60 | MICRON TECHNOLOGY INC | MU | 819 | $233,751 | 0.13% |
| 61 | NETFLIX INC | NFLX | 2,401 | $225,118 | 0.13% |
| 62 | BANK AMERICA CORP | 060505104 | 4,037 | $222,035 | 0.12% |
| 63 | SYNOPSYS INC | SNPS | 449 | $210,904 | 0.12% |