Everest Financial Group LLC Top Holdings and 13F Report (2026) About Everest Financial Group LLCInvestment ActivityEverest Financial Group LLC has $607.32 million in total holdings as of March 31, 2026.Everest Financial Group LLC owns shares of 199 different stocks, but just 46 companies or ETFs make up 80% of its holdings.Approximately 32.22% of the portfolio was purchased this quarter.About 1.04% of the portfolio was sold this quarter.This quarter, Everest Financial Group LLC has purchased 89 new stocks and bought additional shares in 69 stocks.Everest Financial Group LLC sold shares of 14 stocks and completely divested from 3 stocks this quarter.Largest Holdings Amazon.com $30,771,481Alphabet $29,151,508Microsoft $28,971,738Invesco S&P 500 Revenue ETF $28,709,144NVIDIA $27,537,809 Largest New Holdings this Quarter 922908363 - Vanguard S&P 500 ETF $9,223,376 HoldingG29183103 - Eaton $6,092,909 Holding46429B655 - iShares Floating Rate Bond ETF $5,505,217 Holding25434V708 - Dimensional U.S. Core Equity 2 ETF $5,091,240 Holding85207K107 - SPROTT ASSET MANAGEMENT LP $4,608,856 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 15,436 shares (about $9.22M)Eaton 17,035 shares (about $6.09M)iShares Floating Rate Bond ETF 108,129 shares (about $5.51M)Dimensional U.S. Core Equity 2 ETF 131,015 shares (about $5.09M)SPROTT ASSET MANAGEMENT LP 188,965 shares (about $4.61M) Largest Sales this Quarter Schwab US Dividend Equity ETF 140,073 shares (about $4.30M)Invesco S&P MidCap Quality ETF 5,574 shares (about $576.19K)ConocoPhillips 1,775 shares (about $234.32K)JPMorgan Small & Mid Cap Enhanced Equity ETF 3,174 shares (about $211.93K)Thermo Fisher Scientific 238 shares (about $116.99K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEverest Financial Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$30,771,481$3,775,147 â–²14.0%147,7875.1%Retail/WholesaleGOOGLAlphabet$29,151,508$398,737 â–²1.4%101,4034.8%Computer and TechnologyMSFTMicrosoft$28,971,738$3,177,171 â–²12.3%78,2664.8%Computer and TechnologyRWLInvesco S&P 500 Revenue ETF$28,709,144$1,250,217 â–²4.6%249,8414.7%ETFNVDANVIDIA$27,537,809$3,348,486 â–²13.8%157,9004.5%Computer and TechnologySCHDSchwab US Dividend Equity ETF$22,094,863$4,297,300 â–¼-16.3%720,1953.6%ETFTSMTaiwan Semiconductor Manufacturing$21,068,142$1,715,772 â–²8.9%62,3413.5%Computer and TechnologyAAPLApple$21,047,842$3,662,745 â–²21.1%82,9333.5%Computer and TechnologyXMHQInvesco S&P MidCap Quality ETF$16,143,267$576,187 â–¼-3.4%156,1692.7%ETFJEPIJPMorgan Equity Premium Income ETF$15,218,407$2,478,333 â–²19.5%268,4972.5%ETFMETAMeta Platforms$15,132,918$2,859,629 â–²23.3%26,4492.5%Computer and TechnologyAVGOBroadcom$14,184,909$3,340,521 â–²30.8%45,8222.3%Computer and TechnologyNOWServiceNow$10,953,599$1,723,089 â–²18.7%104,7691.8%Computer and TechnologyPANWPalo Alto Networks$10,494,868$1,640,875 â–²18.5%65,4621.7%Computer and TechnologyBRK.BBerkshire Hathaway$10,274,048$3,129,655 â–²43.8%21,4401.7%FinanceVVisa$10,228,852$2,033,439 â–²24.8%33,8441.7%Business ServicesSCHGSchwab U.S. Large-Cap Growth ETF$9,684,559$2,406,779 â–²33.1%332,4601.6%ETFXLFFinancial Select Sector SPDR Fund$9,463,248$1,812,216 â–²23.7%191,6811.6%ETFASMLASML$9,323,739$1,211,201 â–²14.9%7,0591.5%Computer and TechnologyVOOVanguard S&P 500 ETF$9,223,376$9,223,376 â–²New Holding15,4361.5%ETFUNHUnitedHealth Group$9,190,247$1,374,005 â–²17.6%33,9651.5%MedicalAMDAdvanced Micro Devices$8,618,312$374,921 â–²4.5%42,3651.4%Computer and TechnologyCRWDCrowdStrike$8,609,321$320,527 â–²3.9%22,0521.4%Computer and TechnologyMUMicron Technology$7,273,751$161,489 â–²2.3%21,5301.2%Computer and TechnologyIWYiShares Russell Top 200 Growth ETF$6,879,562$296,872 â–²4.5%27,6461.1%ETFUBERUber Technologies$6,675,032$1,450,540 â–²27.8%92,7991.1%Computer and TechnologyCRMSalesforce$6,442,437$239,175 â–²3.9%34,5321.1%Computer and TechnologyIAUiShares Gold Trust$6,235,204$10,932 â–²0.2%70,7261.0%FinanceETNEaton$6,092,909$6,092,909 â–²New Holding17,0351.0%IndustrialsETEnergy Transfer$5,958,421$43,232 â–¼-0.7%308,7261.0%EnergyGOOGAlphabet$5,856,214$4,545,781 â–²346.9%20,4141.0%Computer and TechnologyFLOTiShares Floating Rate Bond ETF$5,505,217$5,505,217 â–²New Holding108,1290.9%ETFDFACDimensional U.S. Core Equity 2 ETF$5,091,240$5,091,240 â–²New Holding131,0150.8%ETFSPROTT ASSET MANAGEMENT LP$4,608,856$4,608,856 â–²New Holding188,9650.8%PHYSICAL SILVERJPMJPMorgan Chase & Co.$4,191,388$1,523,713 â–²57.1%14,2490.7%FinanceMAMastercard$3,954,342$1,616,413 â–²69.1%7,9140.7%Business ServicesVGTVanguard Information Technology ETF$3,937,146$3,937,146 â–²New Holding5,6430.6%ETFDALDelta Air Lines$3,918,279$85,095 â–¼-2.1%58,9390.6%TransportationTSLATesla$3,870,290$543,499 â–²16.3%10,4110.6%Auto/Tires/TrucksXOMExxonMobil$3,704,783$1,652,387 â–²80.5%21,8670.6%EnergyFIDELITY COVINGTON TRUST$3,433,184$3,433,184 â–²New Holding92,2900.6%ENHANCED INTLDELLDell Technologies$3,409,641$2,841,559 â–²500.2%20,7610.6%Computer and TechnologyNOBLProShares S&P 500 Aristocrats ETF$3,389,564$3,389,564 â–²New Holding31,9740.6%ETFDFUSDimensional U.S. Equity ETF$3,329,494$3,329,494 â–²New Holding46,9540.5%ETFDFAIDimensional International Core Equity Market ETF$3,237,906$3,237,906 â–²New Holding83,1080.5%ETFDIMENSIONAL ETF TRUST$3,061,927$3,061,927 â–²New Holding60,3810.5%ULTRASHORT FIXEDJPIEJPMorgan Income ETF$2,824,453$991,532 â–²54.1%61,3070.5%ETFIVViShares Core S&P 500 ETF$2,609,256$2,609,256 â–²New Holding3,9950.4%ETFPVALPutnam Focused Large Cap Value ETF$2,597,843$2,305,384 â–²788.3%55,9880.4%ETFTLTiShares 20+ Year Treasury Bond ETF$2,506,454$2,506,454 â–²New Holding28,9130.4%ETFXLIIndustrial Select Sector SPDR Fund$2,494,038$2,494,038 â–²New Holding15,4210.4%ETFRBB FUND TRUST$2,473,751$2,473,751 â–²New Holding52,5420.4%FIRST EAGLE GBLECLEcolab$2,309,870$117,848 â–²5.4%8,6830.4%Basic MaterialsXMVMInvesco S&P MidCap Value with Momentum ETF$2,295,741$126,072 â–²5.8%35,2540.4%ETFJAAAJanus Henderson AAA CLO ETF$2,195,291$2,195,291 â–²New Holding43,5830.4%ETFXLEEnergy Select Sector SPDR Fund$2,057,989$2,057,989 â–²New Holding33,5940.3%ETFDUHPDimensional US High Profitability ETF$2,001,259$2,001,259 â–²New Holding54,4410.3%ETFCOSTCostco Wholesale$1,960,958$1,449,794 â–²283.6%1,9680.3%Retail/WholesaleRDVYFirst Trust Rising Dividend Achievers ETF$1,894,770$1,894,770 â–²New Holding27,7500.3%ManufacturingXLPConsumer Staples Select Sector SPDR Fund$1,853,559$1,853,559 â–²New Holding22,6100.3%ETFGGGGraco$1,791,255$29,966 â–²1.7%21,1610.3%IndustrialsETF SER SOLUTIONS$1,752,209$1,752,209 â–²New Holding16,3300.3%DEFIANCE QUANTUMGSThe Goldman Sachs Group$1,744,707$284,160 â–²19.5%2,0630.3%FinanceGLDSPDR Gold Shares$1,659,629$1,096,810 â–²194.9%3,8570.3%FinanceDFAUDimensional US Core Equity Market ETF$1,629,384$1,629,384 â–²New Holding36,1120.3%ETFBUFRFT Vest Laddered Buffer ETF$1,543,019$901,017 â–²140.3%45,6920.3%ETFXLUUtilities Select Sector SPDR Fund$1,525,494$1,525,494 â–²New Holding33,2420.3%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$1,504,255$1,504,255 â–²New Holding38,1500.2%ETFAMATApplied Materials$1,489,908$1,489,908 â–²New Holding4,3590.2%Computer and TechnologySCHWCharles Schwab$1,455,698$1,786 â–¼-0.1%15,4900.2%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$1,420,528$3,525 â–²0.2%14,5080.2%ETFFICOFair Isaac$1,370,722$1,370,722 â–²New Holding1,2840.2%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,355,394$1,355,394 â–²New Holding4,2250.2%ETFFDVVFidelity High Dividend ETF$1,341,533$92,249 â–²7.4%24,2860.2%ETFWCCWESCO International$1,335,981$1,335,981 â–²New Holding4,8830.2%Computer and TechnologyDIHPDimensional International High Profitability ETF$1,318,763$1,318,763 â–²New Holding40,9300.2%ETFMRKMerck & Co., Inc.$1,260,123$1,260,123 â–²New Holding10,4750.2%MedicalPGProcter & Gamble$1,213,772$1,213,772 â–²New Holding8,4040.2%Consumer StaplesVHTVanguard Health Care ETF$1,207,152$21,517 â–¼-1.8%4,4320.2%ETFXLVHealth Care Select Sector SPDR Fund$1,188,938$620,564 â–²109.2%8,1100.2%ETFAMLPAlerian MLP ETF$1,173,872$1,173,872 â–²New Holding22,3000.2%ETFDFIVDimensional International Value ETF$1,160,617$1,160,617 â–²New Holding21,9900.2%ETFDFAEDimensional Emerging Core Equity Market ETF$1,152,185$1,152,185 â–²New Holding34,0280.2%ETFKOCocaCola$1,082,524$1,082,524 â–²New Holding14,2340.2%Consumer StaplesUSBU.S. Bancorp$1,062,359$190,764 â–²21.9%20,4270.2%FinanceVZVerizon Communications$1,052,570$1,052,570 â–²New Holding20,9670.2%Computer and TechnologyMSMorgan Stanley$1,025,393$27,153 â–²2.7%6,2310.2%FinanceDFASDimensional U.S. Small Cap ETF$1,022,907$1,022,907 â–²New Holding14,3810.2%ETFBKNGBooking$1,010,294$1,010,294 â–²New Holding2400.2%Retail/WholesaleTGTTarget$1,004,393$1,004,393 â–²New Holding8,2870.2%Retail/WholesaleHSBCHSBC$995,4070.0%12,0670.2%FinanceCCitigroup$989,016$265,401 â–²36.7%8,7200.2%Financial ServicesRSPTInvesco S&P 500 Equal Weight Technology ETF$959,101$959,101 â–²New Holding21,1910.2%ETFSLViShares Silver Trust$951,030$477,661 â–²100.9%13,9570.2%ETFFIRST TR EXCHANGE-TRADED FD$933,750$933,750 â–²New Holding45,0000.2%INTERMEDIATE DURXLKTechnology Select Sector SPDR Fund$919,806$613,869 â–²200.7%6,9210.2%ETFFSIGFirst Trust Limited Duration Investment Grade Corporate ETF$918,590$918,590 â–²New Holding48,5000.2%ETFXELXcel Energy$861,067$431,844 â–²100.6%10,8390.1%UtilitiesRPVInvesco S&P 500 Pure Value ETF$801,282$801,282 â–²New Holding7,4610.1%ETFCBChubb$792,681$792,681 â–²New Holding2,4320.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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