Everest Management Corp. Top Holdings and 13F Report (2026) About Everest Management Corp.Investment ActivityEverest Management Corp. has $197.42 million in total holdings as of March 31, 2026.Everest Management Corp. owns shares of 72 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 18.41% of the portfolio was purchased this quarter.About 3.92% of the portfolio was sold this quarter.This quarter, Everest Management Corp. has purchased 63 new stocks and bought additional shares in 42 stocks.Everest Management Corp. sold shares of 10 stocks and completely divested from 3 stocks this quarter.Largest Holdings Dimensional U.S. Equity ETF $45,742,233EA SERIES TRUST $17,699,353Alphabet $12,608,644Alphabet $12,538,191NVIDIA $8,174,826 Largest New Holdings this Quarter 02072Q275 - EA SERIES TRUST $7,762,155 Holding03990B101 - Ares Management $5,606,622 Holding038222105 - Applied Materials $3,151,304 Holding74933W148 - RBB FD INC $894,499 Holding25434V757 - Dimensional Emerging Markets High Profitability ETF $248,627 Holding Largest Purchases this Quarter EA SERIES TRUST 158,603 shares (about $7.76M)Ares Management 224,154 shares (about $5.61M)NVIDIA 23,909 shares (about $4.17M)Broadcom 10,906 shares (about $3.38M)Applied Materials 9,220 shares (about $3.15M) Largest Sales this Quarter Dimensional U.S. Equity ETF 57,686 shares (about $4.09M)Vanguard Total Stock Market ETF 2,363 shares (about $758.07K)PGIM ETF TR 10,957 shares (about $560.77K)Goldman Sachs Access Treasury 0-1 Year ETF 4,423 shares (about $443.14K)Cisco Systems 2,795 shares (about $216.86K) 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$45,742,233$4,090,511 â–¼-8.2%645,07523.2%ETFEA SERIES TRUST$17,699,353$67,311 â–¼-0.4%380,4899.0%ALPHA ARCHITECTGOOGAlphabet$12,608,644$331,610 â–²2.7%43,9546.4%Computer and TechnologyGOOGLAlphabet$12,538,191$148,669 â–²1.2%43,6026.4%Computer and TechnologyNVDANVIDIA$8,174,826$4,169,730 â–²104.1%46,8744.1%Computer and TechnologyEA SERIES TRUST$7,762,155$7,762,155 â–²New Holding158,6033.9%ALPHA ARCHITECTAVGOBroadcom$6,734,628$3,375,516 â–²100.5%21,7593.4%Computer and TechnologyVOOVanguard S&P 500 ETF$6,198,785$170,894 â–²2.8%10,3743.1%ETFARESAres Management$5,606,622$5,606,622 â–²New Holding224,1542.8%FinanceAAPLApple$5,429,883$2,361,028 â–²76.9%21,3952.8%Computer and TechnologyAMZNAmazon.com$5,307,344$350,518 â–²7.1%25,4832.7%Retail/WholesaleIXUSiShares Core MSCI Total International Stock ETF$4,477,2090.0%51,6762.3%ManufacturingDFACDimensional U.S. Core Equity 2 ETF$4,198,7840.0%108,0492.1%ETFVTIVanguard Total Stock Market ETF$4,096,705$758,067 â–¼-15.6%12,7702.1%ETFVXUSVanguard Total International Stock ETF$3,955,950$184,138 â–²4.9%51,3032.0%ETFMSFTMicrosoft$3,518,096$126,598 â–²3.7%9,5041.8%Computer and TechnologyAMATApplied Materials$3,151,304$3,151,304 â–²New Holding9,2201.6%Computer and TechnologyGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$2,555,4050.0%20,4221.3%ETFVTVVanguard Value ETF$2,214,467$13,538 â–²0.6%11,2871.1%ETFDUHPDimensional US High Profitability ETF$2,175,824$1,279,137 â–²142.7%59,1901.1%ETFRSPInvesco S&P 500 Equal Weight ETF$2,085,424$768 â–²0.0%10,8661.1%ETFGSSTGoldman Sachs Ultra Short Bond ETF$1,891,598$1,287,368 â–²213.1%37,4201.0%ETFDIHPDimensional International High Profitability ETF$1,525,166$144,023 â–²10.4%47,3360.8%ETFVVisa$1,487,928$11,183 â–²0.8%4,9230.8%Business ServicesGBILGoldman Sachs Access Treasury 0-1 Year ETF$1,484,716$443,140 â–¼-23.0%14,8190.8%ETFWALMART INC$1,480,796$1,113,176 â–²302.8%11,9150.8%COMORCLOracle$1,188,355$269,506 â–²29.3%8,0780.6%Computer and TechnologyPULSPGIM Ultra Short Bond ETF$1,123,566$43,957 â–²4.1%22,6980.6%ETFIVViShares Core S&P 500 ETF$1,120,908$163,956 â–¼-12.8%1,7160.6%ETFJQUAJPMorgan U.S. Quality Factor ETF$1,057,325$11,957 â–¼-1.1%17,2430.5%ETFIJSiShares S&P Small-Cap 600 Value ETF$973,2390.0%8,2160.5%ETFRBB FD INC$894,499$894,499 â–²New Holding8,7510.5%F/M COMPOUNDR USSOUND POINT MERIDIAN CAP INC$866,530$152,338 â–²21.3%96,8190.4%COMMON STOCKDGSWisdomTree Emerging Markets SmallCap Dividend Fund$774,547$74,642 â–²10.7%12,8880.4%FinanceMETAMeta Platforms$743,197$31,467 â–²4.4%1,2990.4%Computer and TechnologyTSLATesla$715,990$108,551 â–²17.9%1,9260.4%Auto/Tires/TrucksINTUIntuit$708,671$3,027 â–²0.4%1,6390.4%Computer and TechnologyCRMSalesforce$677,425$47,601 â–²7.6%3,6290.3%Computer and TechnologyMUMicron Technology$663,856$387,165 â–²139.9%1,9650.3%Computer and TechnologyVGITVanguard Intermediate-Term Treasury ETF$638,138$138,394 â–²27.7%10,7160.3%ETFLLYEli Lilly and Company$621,765$230,862 â–²59.1%6760.3%MedicalCSCOCisco Systems$607,685$216,864 â–¼-26.3%7,8320.3%Computer and TechnologyBRK.BBerkshire Hathaway$548,205$85,777 â–²18.5%1,1440.3%FinanceVUGVanguard Growth ETF$525,559$186,108 â–¼-26.2%1,2030.3%ETFBNDXVanguard Total International Bond ETF$522,880$17,154 â–¼-3.2%10,8820.3%ETFARISTA NETWORKS INC$516,290$30,204 â–²6.2%4,2050.3%COM SHSJPMJPMorgan Chase & Co.$490,953$27,945 â–²6.0%1,6690.2%FinancePGIM ETF TR$485,533$560,766 â–¼-53.6%9,4870.2%AAA CLO ETFAMDAdvanced Micro Devices$451,208$57,571 â–²14.6%2,2180.2%Computer and TechnologyCOSTCostco Wholesale$432,451$77,722 â–²21.9%4340.2%Retail/WholesaleXOMExxonMobil$423,471$28,164 â–²7.1%2,4960.2%EnergyVEAVanguard FTSE Developed Markets ETF$398,834$2,371 â–²0.6%6,2240.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$368,698$59,706 â–²19.3%5,2860.2%ETFJNJJohnson & Johnson$305,550$19,800 â–²6.9%1,2500.2%MedicalABBVAbbVie$296,656$65,899 â–²28.6%1,3640.2%MedicalVGTVanguard Information Technology ETF$294,4380.0%4220.1%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$291,6320.0%8,5850.1%ETFSCHFSchwab International Equity ETF$272,448$11,336 â–²4.3%11,0080.1%ETFIVWiShares S&P 500 Growth ETF$272,3690.0%2,4080.1%ETFEWXSPDR S&P Emerging Markets SmallCap ETF$269,3730.0%4,0740.1%ETFPALANTIR TECHNOLOGIES INC$269,301$72,701 â–²37.0%1,8410.1%CL ANFLXNetflix$257,297$26,441 â–²11.5%2,6760.1%Consumer DiscretionaryDEHPDimensional Emerging Markets High Profitability ETF$248,627$248,627 â–²New Holding7,3580.1%ETFMAMastercard$244,334$6,995 â–²2.9%4890.1%Business ServicesBACBank of America$234,536$37,732 â–²19.2%4,8110.1%FinanceHDHome Depot$233,183$233,183 â–²New Holding7090.1%Retail/WholesaleGEGE Aerospace$232,124$232,124 â–²New Holding8180.1%AerospaceGE VERNOVA INC$214,733$214,733 â–²New Holding2460.1%COMZSZscaler$214,503$214,503 â–²New Holding1,5290.1%Computer and TechnologyBMYBristol Myers Squibb$210,395$210,395 â–²New Holding3,4690.1%MedicalKLACKLA$207,610$207,610 â–²New Holding1410.1%Computer and TechnologyWDCWestern Digital$205,843$205,843 â–²New Holding7610.1%Computer and TechnologyMUBiShares National Muni Bond ETF$0$644,267 â–¼-100.0%00.0%ETFSPYSPDR S&P 500 ETF Trust$0$371,291 â–¼-100.0%00.0%FinanceSNPSSynopsys$0$210,904 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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