Everest Private Wealth: 13F holdings
CIK 20566832026Q2
| Positions | 85 |
|---|
| Reported value | $268.0m |
|---|
| Filed | 2026-08-07 |
|---|
Change since last quarter
| Positions | 85 (+13 vs prior quarter) |
|---|
| Reported value | $268.0m (+35.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DFUS DIMENSIONAL ETF TRUST | 686,579 | $56.3m | 21.0% |
| GBIL GOLDMAN SACHS ETF TR | 262,807 | $26.3m | 9.8% |
| EA SERIES TRUST | 375,942 | $20.0m | 7.5% |
| GOOG ALPHABET INC | 50,067 | $17.7m | 6.6% |
| GOOGL ALPHABET INC | 44,289 | $15.8m | 5.9% |
| NVDA NVIDIA CORPORATION | 52,884 | $10.6m | 3.9% |
| AAPL APPLE INC | 26,528 | $7.7m | 2.9% |
| VOO VANGUARD INDEX FDS | 10,376 | $7.1m | 2.7% |
| RBB FD INC | 65,135 | $6.7m | 2.5% |
| EA SERIES TRUST | 111,578 | $6.4m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2056683")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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