Everest Management Corp.

CIK 0002056683 • 5 13F filings • Apr 14, 2025 – May 7, 2026

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Filer information

Filed by: Everest Management Corp., Chief Compliance Officer
Address: 10080 N. WOLFE ROAD, SUITE SW3-200, CUPERTINO, CA, 95014
Phone: (408) 502-6015
AUM: $179.3M

AUM over time

$268.0M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $197.4M71 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$297K	0.2%Prev: 0.2%	1,364 SH	Increased+320 SH
ADVANCED MICRO DEVICES INC	COM	$451K	0.2%	2,218 SH	New
ALPHABET INC	CAP STK CL A	$12.5M	6.4%Prev: 6.9%	43,602 SH	Increased-4,998 SH
ALPHABET INC	CAP STK CL C	$12.6M	6.4%Prev: 6.2%	43,954 SH	Increased+377 SH
AMAZON COM INC	COM	$5.3M	2.7%Prev: 1.1%	25,483 SH	Increased+19,021 SH
APPLE INC	COM	$5.4M	2.8%Prev: 2.3%	21,395 SH	Increased+10,023 SH
APPLIED MATLS INC	COM	$3.2M	1.6%	9,220 SH	New
ARES MANAGEMENT CORPORATION	CL A COM STK	$5.6M	2.8%	224,154 SH	New
ARISTA NETWORKS INC	COM SHS	$516K	0.3%Prev: 0.3%	4,205 SH	Increased+510 SH
BANK AMERICA CORP	COM	$235K	0.1%	4,811 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$548K	0.3%Prev: 0.5%	1,144 SH	Increased+200 SH
BRISTOL-MYERS SQUIBB CO	COM	$210K	0.1%	3,469 SH	New
BROADCOM INC	COM	$6.7M	3.4%Prev: 3.1%	21,759 SH	Increased+1,182 SH
CISCO SYS INC	COM	$608K	0.3%Prev: 0.6%	7,832 SH	Decreased-3,084 SH
COSTCO WHOLESALE CORPORATION	COM	$432K	0.2%	434 SH	New
DIMENSIONAL ETF TRUST	EMERGING MKTS HI	$249K	0.1%	7,358 SH	New
DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$1.5M	0.8%	47,336 SH	New
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$4.2M	2.1%Prev: 3.4%	108,049 SH	Increased-6,000 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$45.7M	23.2%Prev: 35.2%	645,075 SH	Increased+6,547 SH
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$2.2M	1.1%Prev: 0.7%	59,190 SH	Increased+36,183 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$292K	0.1%Prev: 0.2%	8,585 SH	Increased
EA SERIES TRUST	ALPHA ARCHITECT	$25.5M	12.9%	539,092 SH	New
ELI LILLY & CO	COM	$622K	0.3%Prev: 0.3%	676 SH	Increased+250 SH
EXXON MOBIL CORP	COM	$423K	0.2%Prev: 0.2%	2,496 SH	Increased+214 SH
GE AEROSPACE	COM NEW	$232K	0.1%	818 SH	New
GE VERNOVA INC	COM	$215K	0.1%	246 SH	New
GOLDMAN SACHS ETF TR	ACCES TREASURY	$1.5M	0.8%Prev: 3.0%	14,819 SH	Decreased-18,403 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$2.6M	1.3%Prev: 2.1%	20,422 SH	Increased-761 SH
GOLDMAN SACHS ETF TR	ULTRA SHORT BOND	$1.9M	1.0%Prev: 0.7%	37,420 SH	Increased+23,090 SH
HOME DEPOT INC	COM	$233K	0.1%	709 SH	New
INTUIT	COM	$709K	0.4%	1,639 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$2.1M	1.1%Prev: 1.9%	10,866 SH	Decreased-1,214 SH
ISHARES INC	CORE MSCI EMKT	$369K	0.2%	5,286 SH	New
ISHARES TR	CORE MSCI TOTAL	$4.5M	2.3%Prev: 3.3%	51,676 SH	Increased
ISHARES TR	CORE S&P500 ETF	$1.1M	0.6%Prev: 0.2%	1,716 SH	Increased+1,296 SH
ISHARES TR	S&P 500 GRWT ETF	$272K	0.1%Prev: 0.2%	2,408 SH	Increased
ISHARES TR	SP SMCP600VL ETF	$973K	0.5%Prev: 0.9%	8,216 SH	Decreased-2,067 SH
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$1.1M	0.5%Prev: 0.7%	17,243 SH	Increased+3,520 SH
JOHNSON & JOHNSON	COM	$306K	0.2%	1,250 SH	New
JPMORGAN CHASE & CO	COM	$491K	0.2%	1,669 SH	New
KLA CORP	COM NEW	$208K	0.1%	141 SH	New
MASTERCARD INCORPORATED	CL A	$244K	0.1%Prev: 0.2%	489 SH	Decreased+26 SH
META PLATFORMS INC	CL A	$743K	0.4%Prev: 0.6%	1,299 SH	Increased+120 SH
MICRON TECHNOLOGY INC	COM	$664K	0.3%	1,965 SH	New
MICROSOFT CORP	COM	$3.5M	1.8%Prev: 3.1%	9,504 SH	Increased+415 SH
NETFLIX INC.	COM	$257K	0.1%	2,676 SH	New
NVIDIA CORPORATION	COM	$8.2M	4.1%Prev: 1.8%	46,874 SH	Increased+29,127 SH
ORACLE CORP	COM	$1.2M	0.6%Prev: 0.7%	8,078 SH	Increased+2,863 SH
PALANTIR TECHNOLOGIES INC	CL A	$269K	0.1%	1,841 SH	New
PGIM ETF TR	AAA CLO ETF	$486K	0.2%Prev: 0.6%	9,487 SH	Decreased-2,968 SH
PGIM ETF TR	PGIM ULTRA SH BD	$1.1M	0.6%Prev: 1.4%	22,698 SH	Decreased-7,612 SH
RBB FD INC	F/M COMPOUNDR US	$894K	0.5%	8,751 SH	New
SALESFORCE INC	COM	$677K	0.3%Prev: 1.0%	3,629 SH	Decreased-268 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$272K	0.1%	11,008 SH	New
SOUND POINT MERIDIAN CAP INC	COMMON STOCK	$867K	0.4%	96,819 SH	New
SPDR INDEX SHS FDS	STATE STREET SPD	$269K	0.1%	4,074 SH	New
TESLA INC	COM	$716K	0.4%Prev: 0.4%	1,926 SH	Increased+178 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$523K	0.3%Prev: 0.5%	10,882 SH	Decreased
VANGUARD INDEX FDS	GROWTH ETF	$526K	0.3%Prev: 0.6%	1,203 SH	Decreased-425 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$6.2M	3.1%Prev: 4.9%	10,374 SH	Increased-25 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$4.1M	2.1%Prev: 2.0%	12,770 SH	Increased+4,622 SH
VANGUARD INDEX FDS	VALUE ETF	$2.2M	1.1%Prev: 1.9%	11,287 SH	Increased-519 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$638K	0.3%	10,716 SH	New
VANGUARD STAR FDS	VG TL INTL STK F	$4.0M	2.0%Prev: 2.0%	51,303 SH	Increased+16,358 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$399K	0.2%	6,224 SH	New
VANGUARD WORLD FD	INF TECH ETF	$294K	0.1%Prev: 0.2%	422 SH	Increased+37 SH
VISA INC	COM CL A	$1.5M	0.8%Prev: 1.6%	4,923 SH	Decreased-49 SH
WALMART INC	COM	$1.5M	0.8%Prev: 0.2%	11,915 SH	Increased+9,628 SH
WESTERN DIGITAL CORP	COM	$206K	0.1%	761 SH	New
WISDOMTREE TR	EMG MKTS SMCAP	$775K	0.4%Prev: 0.2%	12,888 SH	Increased+7,376 SH
ZSCALER INC	COM	$215K	0.1%	1,529 SH	New

Sold (vs prior filing)

COSTCO WHSL CORP NEW — $356K
JPMORGAN CHASE & CO. — $359K
NETFLIX INC — $250K
PROCTER AND GAMBLE CO — $221K
SPDR INDEX SHS FDS — $231K
SPDR S&P 500 ETF TR — $318K
UNITEDHEALTH GROUP INC — $201K
VANGUARD MUN BD FDS — $228K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 2, 2026	Q4 2025	13F-HR	0001951757-26-000332	$179.3M	View
Nov 6, 2025	Q3 2025	13F-HR	0001951757-25-001285	$156.9M	View
Aug 7, 2026	Q2 2026