Everest Management Corp. Top Holdings and 13F Report (2025) About Everest Management Corp.Investment ActivityEverest Management Corp. has $139.16 million in total holdings as of June 30, 2025.Everest Management Corp. owns shares of 65 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 14.63% of the portfolio was purchased this quarter.About 3.44% of the portfolio was sold this quarter.This quarter, Everest Management Corp. has purchased 51 new stocks and bought additional shares in 28 stocks.Everest Management Corp. sold shares of 8 stocks and completely divested from 3 stocks this quarter.Largest Holdings Dimensional U.S. Equity ETF $50,284,713Alphabet $8,661,352Alphabet $7,725,157Vanguard S&P 500 ETF $5,978,027Microsoft $4,144,420 Largest New Holdings this Quarter 808524201 - Schwab US Large-Cap ETF $1,331,051 Holding83617A108 - SOUND POINT MERIDIAN CAP INC $1,302,701 Holding461202103 - Intuit $1,300,377 Holding46436E718 - iShares 0-3 Month Treasury Bond ETF $1,082,418 Holding464288414 - iShares National Muni Bond ETF $965,918 Holding Largest Purchases this Quarter Dimensional U.S. Equity ETF 111,766 shares (about $7.49M)Schwab US Large-Cap ETF 54,462 shares (about $1.33M)SOUND POINT MERIDIAN CAP INC 72,858 shares (about $1.30M)Intuit 1,651 shares (about $1.30M)Apple 5,447 shares (about $1.12M) Largest Sales this Quarter Broadcom 6,374 shares (about $1.76M)Goldman Sachs Access Treasury 0-1 Year ETF 11,706 shares (about $1.17M)Microsoft 757 shares (about $376.54K)PGIM Ultra Short Bond ETF 3,966 shares (about $197.35K)Salesforce 490 shares (about $133.62K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEverest Management Corp. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFUSDimensional U.S. Equity ETF$50,284,713$7,490,559 ▲17.5%750,29436.1%ETFGOOGLAlphabet$8,661,352$96,574 ▲1.1%49,1486.2%Computer and TechnologyGOOGAlphabet$7,725,157$4,967 ▼-0.1%43,5495.6%Computer and TechnologyVOOVanguard S&P 500 ETF$5,978,027$71,005 ▲1.2%10,5244.3%ETFMSFTMicrosoft$4,144,420$376,539 ▼-8.3%8,3323.0%Computer and TechnologyDFACDimensional U.S. Core Equity 2 ETF$4,087,5160.0%114,0492.9%ETFIXUSiShares Core MSCI Total International Stock ETF$3,995,0720.0%51,6762.9%ManufacturingAVGOBroadcom$3,915,057$1,756,993 ▼-31.0%14,2032.8%Computer and TechnologyAAPLApple$3,450,687$1,117,539 ▲47.9%16,8192.5%Computer and TechnologyNVDANVIDIA$3,005,286$201,437 ▲7.2%19,0222.2%Computer and TechnologyVXUSVanguard Total International Stock ETF$2,875,876$461,522 ▲19.1%41,6252.1%ETFVTIVanguard Total Stock Market ETF$2,574,165$97,861 ▲4.0%8,4701.8%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$2,571,1930.0%21,1831.8%ETFRSPInvesco S&P 500 Equal Weight ETF$2,196,183$727 ▲0.0%12,0841.6%ETFGBILGoldman Sachs Access Treasury 0-1 Year ETF$2,154,810$1,172,346 ▼-35.2%21,5161.5%ETFVTVVanguard Value ETF$2,086,5910.0%11,8061.5%ETFVVisa$1,780,221$14,912 ▲0.8%5,0141.3%Business ServicesAMZNAmazon.com$1,565,786$148,088 ▲10.4%7,1371.1%Retail/WholesaleSCHXSchwab US Large-Cap ETF$1,331,051$1,331,051 ▲New Holding54,4621.0%ETFPULSPGIM Ultra Short Bond ETF$1,310,899$197,351 ▼-13.1%26,3440.9%ETFSOUND POINT MERIDIAN CAP INC$1,302,701$1,302,701 ▲New Holding72,8580.9%COMMON STOCKINTUIntuit$1,300,377$1,300,377 ▲New Holding1,6510.9%Computer and TechnologyORCLOracle$1,141,249$1,093 ▲0.1%5,2200.8%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$1,082,418$1,082,418 ▲New Holding10,7500.8%ETFJQUAJPMorgan U.S. Quality Factor ETF$1,046,274$222,190 ▲27.0%17,4230.8%ETFIJSiShares S&P Small-Cap 600 Value ETF$1,023,1010.0%10,2830.7%ETFMUBiShares National Muni Bond ETF$965,918$965,918 ▲New Holding9,2450.7%ETFMETAMeta Platforms$929,255$59,047 ▲6.8%1,2590.7%Computer and TechnologyCRMSalesforce$929,055$133,618 ▼-12.6%3,4070.7%Computer and TechnologyDUHPDimensional US High Profitability ETF$838,007$19,878 ▲2.4%23,5660.6%ETFGSSTGoldman Sachs Ultra Short Bond ETF$732,934$8,343 ▲1.2%14,4950.5%ETFVUGVanguard Growth ETF$713,5250.0%1,6280.5%ETFDIHPDimensional International High Profitability ETF$670,308$670,308 ▲New Holding22,7300.5%ETFPGIM ETF TR$597,955$42,858 ▼-6.7%11,6220.4%AAA CLO ETFTSLATesla$594,660$39,390 ▲7.1%1,8720.4%Auto/Tires/TrucksBNDXVanguard Total International Bond ETF$538,7680.0%10,8820.4%ETFDGSWisdomTree Emerging Markets SmallCap Dividend Fund$530,692$226,208 ▲74.3%9,6070.4%FinanceBRK.BBerkshire Hathaway$481,398$22,831 ▲5.0%9910.3%FinanceJPMJPMorgan Chase & Co.$475,162$50,734 ▲12.0%1,6390.3%FinanceIWFiShares Russell 1000 Growth ETF$474,404$474,404 ▲New Holding1,1170.3%ETFIWBiShares Russell 1000 ETF$427,519$427,519 ▲New Holding1,2590.3%ETFNFLXNetflix$401,739$42,852 ▲11.9%3000.3%Consumer DiscretionaryCOSTCostco Wholesale$394,986$22,769 ▲6.1%3990.3%Retail/WholesaleARISTA NETWORKS INC$383,151$5,116 ▲1.4%3,7450.3%COM SHSSCHDSchwab US Dividend Equity ETF$367,104$367,104 ▲New Holding13,8530.3%ETFSPYSPDR S&P 500 ETF Trust$352,061$1,235 ▲0.4%5700.3%FinanceLLYEli Lilly and Company$335,198$3,118 ▲0.9%4300.2%MedicalZSZscaler$314,568$314,568 ▲New Holding1,0020.2%Computer and TechnologyMAMastercard$293,333$33,154 ▲12.7%5220.2%Business ServicesAMDAdvanced Micro Devices$276,279$276,279 ▲New Holding1,9470.2%Computer and TechnologyIVWiShares S&P 500 Growth ETF$265,1210.0%2,4080.2%ETFIVViShares Core S&P 500 ETF$260,9710.0%4200.2%ETFVGTVanguard Information Technology ETF$255,3630.0%3850.2%ETFEWXSPDR S&P Emerging Markets SmallCap ETF$252,7100.0%4,0740.2%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$252,1410.0%8,5850.2%ETFWMTWalmart$248,948$25,325 ▲11.3%2,5460.2%Retail/WholesaleSNPSSynopsys$243,523$243,523 ▲New Holding4750.2%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$242,292$242,292 ▲New Holding4,2500.2%ETFXOMExxon Mobil$241,256$4,743 ▼-1.9%2,2380.2%EnergyVTEBVanguard Tax-Exempt Bond ETF$226,716$1,128 ▲0.5%4,6240.2%ETFVVVanguard Large-Cap ETF$217,399$217,399 ▲New Holding7620.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$217,068$217,068 ▲New Holding3,6160.2%ETFHDHome Depot$214,118$214,118 ▲New Holding5840.2%Retail/WholesaleVNQVanguard Real Estate ETF$207,955$207,955 ▲New Holding2,3350.1%ETFABBVAbbVie$207,152$13,365 ▲6.9%1,1160.1%MedicalCSCOCisco Systems$0$673,626 ▼-100.0%00.0%Computer and TechnologyPGProcter & Gamble$0$220,694 ▼-100.0%00.0%Consumer StaplesUNHUnitedHealth Group$0$200,596 ▼-100.0%00.0%MedicalShowing 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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