Everest Financial Group LLC Top Holdings and 13F Report (2026)

About Everest Financial Group LLC

Investment Activity

Everest Financial Group LLC has $738.43 million in total holdings as of June 30, 2026.
Everest Financial Group LLC owns shares of 208 different stocks, but just 44 companies or ETFs make up 80% of its holdings.
Approximately 4.63% of the portfolio was purchased this quarter.
About 3.32% of the portfolio was sold this quarter.
This quarter, Everest Financial Group LLC has purchased 199 new stocks and bought additional shares in 91 stocks.
Everest Financial Group LLC sold shares of 81 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

Alphabet: $36,583,623
Amazon.com: $35,195,197
Invesco S&P 500 Revenue ETF: $32,197,891
NVIDIA: $31,696,596
Taiwan Semiconductor Manufacturing: $29,925,492

Largest New Holdings this Quarter

808524755 - Schwab Fundamental International Equity ETF: $2,849,738 Holding
46654Q203 - JPMorgan Nasdaq Equity Premium Income ETF: $1,007,449 Holding
75513E101 - RTX: $815,078 Holding
42824C109 - Hewlett Packard Enterprise: $703,310 Holding
46138G649 - Invesco NASDAQ 100 ETF: $685,022 Holding

Largest Purchases this Quarter

Vanguard Information Technology ETF: 39,770 shares (about $4.75M)
RBB FUND TRUST: 59,072 shares (about $2.89M)
Schwab Fundamental International Equity ETF: 54,013 shares (about $2.85M)
ProShares S&P 500 Aristocrats ETF: 32,702 shares (about $1.84M)
Invesco S&P MidCap Momentum ETF: 10,168 shares (about $1.73M)

Largest Sales this Quarter

Invesco S&P MidCap Quality ETF: 24,468 shares (about $2.76M)
Schwab US Dividend Equity ETF: 83,195 shares (about $2.64M)
Salesforce: 9,412 shares (about $1.47M)
Apple: 4,426 shares (about $1.28M)
ServiceNow: 7,652 shares (about $759.69K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
GOOGL Alphabet	$36,583,623	$344,866 â–²	1.0%	102,368	5.0%	Communication Services
AMZN Amazon.com	$35,195,197	$28,362 â–¼	-0.1%	147,668	4.8%	Consumer Discretionary
RWL Invesco S&P 500 Revenue ETF	$32,197,891	$278,261 â–²	0.9%	252,019	4.4%	ETF
NVDA NVIDIA	$31,696,596	$102,446 â–²	0.3%	158,412	4.3%	Technology
TSM Taiwan Semiconductor Manufacturing	$29,925,492	$153,300 â–²	0.5%	62,662	4.1%	Technology
MSFT Microsoft	$29,254,209	$59,310 â–²	0.2%	78,425	4.0%	Technology
MU Micron Technology	$25,548,270	$696,047 â–²	2.8%	22,133	3.5%	Technology
AMD Advanced Micro Devices	$24,129,259	$480,993 â–¼	-2.0%	41,537	3.3%	Technology
PANW Palo Alto Networks	$23,464,222	$1,140,371 â–²	5.1%	68,806	3.2%	Technology
AAPL Apple	$22,716,519	$1,280,692 â–¼	-5.3%	78,507	3.1%	Technology
SCHD Schwab US Dividend Equity ETF	$20,199,246	$2,638,110 â–¼	-11.6%	637,000	2.7%	ETF
AVGO Broadcom	$18,788,397	$1,478,911 â–²	8.5%	49,737	2.5%	Technology
CRWD CrowdStrike	$16,931,024	$102,261 â–²	0.6%	22,186	2.3%	Technology
META Meta Platforms	$15,542,832	$643,863 â–²	4.3%	27,592	2.1%	Communication Services
JEPI JPMorgan Equity Premium Income ETF	$15,477,093	$312,391 â–²	2.1%	274,028	2.1%	ETF
XMHQ Invesco S&P MidCap Quality ETF	$14,866,526	$2,761,970 â–¼	-15.7%	131,701	2.0%	ETF
ASML ASML	$13,721,168	$322,289 â–¼	-2.3%	6,897	1.9%	Technology
UNH UnitedHealth Group	$13,584,045	$533,270 â–¼	-3.8%	32,682	1.8%	Healthcare
V Visa	$11,448,143	$163,658 â–¼	-1.4%	33,367	1.6%	Finance
SCHG Schwab U.S. Large-Cap Growth ETF	$11,003,482	$246,999 â–¼	-2.2%	325,161	1.5%	ETF
BRK.B Berkshire Hathaway	$10,729,862	$1,501 â–²	0.0%	21,443	1.5%	Finance
VOO Vanguard S&P 500 ETF	$10,673,331	$72,112 â–²	0.7%	15,541	1.4%	ETF
XLF Financial Select Sector SPDR Fund	$10,077,806	$198,251 â–¼	-1.9%	187,983	1.4%	ETF
NOW ServiceNow	$9,641,733	$759,687 â–¼	-7.3%	97,117	1.3%	Technology
DELL Dell Technologies	$9,392,892	$435,344 â–²	4.9%	21,770	1.3%	Technology
IWY iShares Russell Top 200 Growth ETF	$8,030,790	$3,778 â–¼	0.0%	27,633	1.1%	ETF
ETN Eaton	$7,321,593	$62,640 â–²	0.9%	17,182	1.0%	Industrials
GOOG Alphabet	$7,055,370	$157,587 â–¼	-2.2%	19,968	1.0%	Communication Services
UBER Uber Technologies	$6,681,799	$14,576 â–¼	-0.2%	92,597	0.9%	Industrials
DFAC Dimensional U.S. Core Equity 2 ETF	$5,938,742	$126,914 â–²	2.2%	133,876	0.8%	ETF
ET Energy Transfer	$5,822,069	$80,782 â–¼	-1.4%	304,501	0.8%	Energy
RBB FUND TRUST	$5,460,157	$2,889,802 â–²	112.4%	111,614	0.7%	FIRST EAGLE GBL
DAL Delta Air Lines	$5,442,023	$78,206 â–¼	-1.4%	58,104	0.7%	Industrials
VGT Vanguard Information Technology ETF	$5,427,756	$4,753,305 â–²	704.8%	45,413	0.7%	ETF
IAU iShares Gold Trust	$5,321,114	$19,406 â–¼	-0.4%	70,469	0.7%	ETF
FLOT iShares Floating Rate Bond ETF	$5,127,905	$392,063 â–¼	-7.1%	100,449	0.7%	ETF
JPM JPMorgan Chase & Co.	$4,628,921	$35,023 â–¼	-0.8%	14,142	0.6%	Finance
TSLA Tesla	$4,383,913	$5,047 â–²	0.1%	10,423	0.6%	Consumer Discretionary
MA Mastercard	$4,366,909	$302,494 â–²	7.4%	8,503	0.6%	Finance
CRM Salesforce	$3,935,354	$1,474,504 â–¼	-27.3%	25,120	0.5%	Technology
DFUS Dimensional U.S. Equity ETF	$3,914,462	$67,027 â–²	1.7%	47,772	0.5%	ETF
PVAL Putnam Focused Large Cap Value ETF	$3,879,934	$1,027,353 â–²	36.0%	76,152	0.5%	ETF
NOBL ProShares S&P 500 Aristocrats ETF	$3,632,204	$1,836,544 â–²	102.3%	64,676	0.5%	ETF
DFAI Dimensional International Core Equity Market ETF	$3,447,360	$19,140 â–²	0.6%	83,572	0.5%	ETF
AMAT Applied Materials	$3,018,987	$132,298 â–¼	-4.2%	4,176	0.4%	Technology
XOM ExxonMobil	$2,992,411	$2,871 â–²	0.1%	21,888	0.4%	Energy
IVV iShares Core S&P 500 ETF	$2,990,164	$1,498 â–¼	-0.1%	3,993	0.4%	ETF
FIDELITY COVINGTON TRUST	$2,948,970	$754,649 â–¼	-20.4%	73,485	0.4%	ENHANCED INTL
DIMENSIONAL ETF TRUST	$2,885,560	$180,573 â–¼	-5.9%	56,825	0.4%	ULTR FIX INC ETF
XLI Industrial Select Sector SPDR Fund	$2,876,807	$20,375 â–²	0.7%	15,531	0.4%	ETF
FNDF Schwab Fundamental International Equity ETF	$2,849,738	$2,849,738 â–²	New Holding	54,013	0.4%	ETF
ETF SER SOLUTIONS	$2,658,993	$41,676 â–¼	-1.5%	16,078	0.4%	DEFIA QUANT ETF
JPIE JPMorgan Income ETF	$2,625,538	$197,646 â–¼	-7.0%	57,015	0.4%	ETF
TLT iShares 20+ Year Treasury Bond ETF	$2,490,044	$8,642 â–¼	-0.3%	28,813	0.3%	ETF
XMVM Invesco S&P MidCap Value with Momentum ETF	$2,487,276	$12,907 â–¼	-0.5%	35,072	0.3%	ETF
ECL Ecolab	$2,424,123	$5,015 â–²	0.2%	8,701	0.3%	Materials
DUHP Dimensional US High Profitability ETF	$2,376,247	$104,409 â–²	4.6%	56,943	0.3%	ETF
RDVY First Trust Rising Dividend Achievers ETF	$2,234,824	$14,591 â–¼	-0.6%	27,570	0.3%	ETF
JAAA Janus Henderson AAA CLO ETF	$2,148,221	$52,308 â–¼	-2.4%	42,547	0.3%	ETF
XLP Consumer Staples Select Sector SPDR Fund	$2,046,171	$167,967 â–²	8.9%	24,632	0.3%	ETF
XMMO Invesco S&P MidCap Momentum ETF	$2,029,584	$1,729,970 â–²	577.4%	11,929	0.3%	ETF
DFAU Dimensional US Core Equity Market ETF	$1,867,965	$1,344 â–²	0.1%	36,138	0.3%	ETF
COST Costco Wholesale	$1,859,955	$19,638 â–²	1.1%	1,989	0.3%	Consumer Staples
GS The Goldman Sachs Group	$1,859,577	$226,506 â–¼	-10.9%	1,839	0.3%	Finance
BUFR FT Vest Laddered Buffer ETF	$1,761,550	$92,421 â–²	5.5%	48,222	0.2%	ETF
SDVY First Trust SMID Cap Rising Dividend Achievers ETF	$1,749,327	$103,536 â–²	6.3%	40,550	0.2%	ETF
XLE Energy Select Sector SPDR Fund	$1,729,705	$54,437 â–¼	-3.1%	32,569	0.2%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$1,719,337	$7,021 â–¼	-0.4%	14,449	0.2%	ETF
VTI Vanguard Total Stock Market ETF	$1,707,552	$144,300 â–²	9.2%	4,615	0.2%	ETF
GGG Graco	$1,600,264	$302 â–²	0.0%	21,165	0.2%	Industrials
XLU Utilities Select Sector SPDR Fund	$1,542,694	$35,501 â–²	2.4%	34,025	0.2%	ETF
WCC WESCO International	$1,461,794	$224,865 â–¼	-13.3%	4,232	0.2%	Industrials
DIHP Dimensional International High Profitability ETF	$1,437,036	$40,302 â–²	2.9%	42,111	0.2%	ETF
GLD SPDR Gold Shares	$1,434,103	$13,262 â–²	0.9%	3,893	0.2%	ETF
SCHW Charles Schwab	$1,424,839	$4,429 â–¼	-0.3%	15,442	0.2%	Finance
DFAE Dimensional Emerging Core Equity Market ETF	$1,373,023	$4,745 â–²	0.3%	34,146	0.2%	ETF
RSPT Invesco S&P 500 Equal Weight Technology ETF	$1,366,881	$64 â–²	0.0%	21,192	0.2%	ETF
FDVV Fidelity High Dividend ETF	$1,340,042	$124,135 â–¼	-8.5%	22,227	0.2%	ETF
XLK Technology Select Sector SPDR Fund	$1,319,209	$572 â–²	0.0%	6,924	0.2%	ETF
MRVL Marvell Technology	$1,304,759	$110,219 â–¼	-7.8%	4,380	0.2%	Technology
MS Morgan Stanley	$1,288,905	$13,587 â–¼	-1.0%	6,166	0.2%	Finance
XLV Health Care Select Sector SPDR Fund	$1,267,954	$18,882 â–¼	-1.5%	7,991	0.2%	ETF
VHT Vanguard Health Care ETF	$1,245,504	$79,526 â–¼	-6.0%	4,166	0.2%	ETF
USB U.S. Bancorp	$1,244,391	$10,570 â–²	0.9%	20,602	0.2%	Finance
MRK Merck & Co., Inc.	$1,243,605	$102,413 â–¼	-7.6%	9,678	0.2%	Healthcare
C Citigroup	$1,220,549		0.0%	8,720	0.2%	Finance
DFAS Dimensional U.S. Small Cap ETF	$1,211,803	$27,666 â–²	2.3%	14,717	0.2%	ETF
DFIV Dimensional International Value ETF	$1,205,251	$17,341 â–²	1.5%	22,311	0.2%	ETF
HSBC HSBC	$1,147,451		0.0%	12,067	0.2%	Finance
PG Procter & Gamble	$1,135,875	$96,489 â–¼	-7.8%	7,746	0.2%	Consumer Staples
TGT Target	$1,062,337	$19,982 â–¼	-1.8%	8,134	0.1%	Consumer Staples
FICO Fair Isaac	$1,060,965	$473,133 â–¼	-30.8%	888	0.1%	Technology
PULS PGIM Ultra Short Bond ETF	$1,040,905	$638,754 â–²	158.8%	21,007	0.1%	ETF
QQQ Invesco QQQ	$1,032,939	$114,117 â–²	12.4%	1,403	0.1%	ETF
KO CocaCola	$1,030,390	$126,280 â–¼	-10.9%	12,680	0.1%	Consumer Staples
PTRB PGIM Total Return Bond ETF	$1,008,093	$781,930 â–²	345.7%	24,315	0.1%	ETF
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$1,007,449	$1,007,449 â–²	New Holding	16,392	0.1%	ETF
RPV Invesco S&P 500 Pure Value ETF	$1,002,930	$153,763 â–²	18.1%	8,812	0.1%	ETF
BKNG Booking	$969,449	$926,671 â–²	2,166.3%	5,439	0.1%	Consumer Discretionary
AMLP Alerian MLP ETF	$939,937	$216,318 â–¼	-18.7%	18,128	0.1%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Unlock superior investment research and tools.

Get MarketBeat All Access

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Everest Financial Group LLC Top Holdings and 13F Report (2026)

About Everest Financial Group LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Everest Financial Group LLC Top Holdings and 13F Report (2026)

About Everest Financial Group LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofEverest Financial Group LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools