2026 Q2 Portfolio Activity
In 2026 Q2, Everest Financial Group LLC maintained a portfolio of 213 distinct positions. The most significant new addition was VANGUARD INDEX FDS, now representing 1.45% of the total fund value. They heavily accumulated shares in MICRON TECHNOLOGY INC, increasing the position by 5.1%. The fund also reduced its exposure to SCHWAB STRATEGIC TR by 26.0%.
Position History
hover any row below to update
Loading…
Total Positions
213
Quarter
2026 Q2
Top Holding
GOOGL (5.0%)
Top 10 Concentration
39.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 213
Everest Financial Group LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
GOOGL
ALPHABET INC
|
Communication Services | 4.95% | 7.00% |
#1
1
Prev: #2
|
4.5 |
—
|
2,352 | 2.4% |
P
S
|
102,368 | $36,583,623 |
$288.81
+15.2%
|
2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | ||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 4.77% | 6.70% |
#2
1
Prev: #3
|
5.4 |
—
|
18,012 | 13.9% |
P
S
|
147,668 | $35,195,197 |
$211.94
+18.9%
|
2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | ||
|
RWL
INVESCO EXCH TR...
|
ETF | 4.36% | 6.12% |
#3
1
Prev: #4
|
4.7 |
—
|
13,058 | 5.5% |
P
S
|
252,019 | $32,197,891 |
$115.24
+15.0%
|
2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | ||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 4.29% | 5.77% |
#4
1
Prev: #5
|
4.2 |
—
|
19,712 | 14.2% |
P
S
|
158,412 | $31,696,596 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 4.05% | 3.89% |
#5
3
Prev: #8
|
4.1 |
—
|
5,398 | 9.4% |
P
S
|
62,662 | $29,925,492 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 3.96% | 7.50% |
#6
5
Prev: #1
|
3.6 |
—
|
8,742 | 12.5% |
P
S
|
78,425 | $29,254,209 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 3.46% | 1.34% |
#7
18
Prev: #25
|
3.4 |
—
|
1,081 | 5.1% |
P
S
|
22,133 | $25,548,270 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 3.27% | 1.94% |
#8
11
Prev: #19
|
1.8 |
—
|
1,015 | 2.5% |
P
S
|
41,537 | $24,129,259 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 3.18% | 2.28% |
#9
5
Prev: #14
|
3.8 |
—
|
13,579 | 24.6% |
P
S
|
68,806 | $23,464,222 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
AAPL
APPLE INC
|
Technology | 3.08% | 4.17% |
#10
3
Prev: #7
|
3.2 |
—
|
10,006 | 14.6% |
P
S
|
78,507 | $22,716,519 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 2.74% | 5.27% |
#11
5
Prev: #6
|
1.1 |
—
|
-223,268 | -26.0% |
P
S
|
637,000 | $20,199,246 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
AVGO
BROADCOM INC
|
Technology | 2.54% | 2.72% |
#12
1
Prev: #13
|
3.5 |
—
|
14,706 | 42.0% |
P
S
|
49,737 | $18,788,397 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 2.29% | 2.23% |
#13
2
Prev: #15
|
1.4 |
—
|
955 | 4.5% |
P
S
|
22,186 | $16,931,024 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
META
META PLATFORMS ...
|
Communication Services | 2.10% | 3.16% |
#14
4
Prev: #10
|
3.3 |
—
|
6,141 | 28.6% |
P
S
|
27,592 | $15,542,832 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
JEPI
J P MORGAN EXCH...
|
ETF | 2.10% | 2.88% |
#15
3
Prev: #12
|
3.3 |
—
|
49,256 | 21.9% |
P
S
|
274,028 | $15,477,093 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
XMHQ
INVESCO EXCHANG...
|
ETF | 2.01% | 3.71% |
#16
7
Prev: #9
|
1.3 |
—
|
-30,042 | -18.6% |
P
S
|
131,701 | $14,866,526 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
ASML
ASML HLDG NV
|
Technology | 1.86% | 1.47% |
#17
7
Prev: #24
|
2.7 |
—
|
755 | 12.3% |
P
S
|
6,897 | $13,721,168 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 1.84% | 2.12% |
#18
1
Prev: #17
|
2.7 |
—
|
3,795 | 13.1% |
P
S
|
32,682 | $13,584,045 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
V
VISA INC
|
Financial Services | 1.55% | 2.13% |
#19
3
Prev: #16
|
3.1 |
—
|
6,251 | 23.1% |
P
S
|
33,367 | $11,448,143 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 1.49% | 1.82% |
#20
1
Prev: #21
|
3.1 |
—
|
75,323 | 30.1% |
P
S
|
325,161 | $11,003,482 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.45% | 1.68% |
#21
1
Prev: #22
|
3.1 |
—
|
6,534 | 43.8% |
P
S
|
21,443 | $10,729,862 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.45% | — |
#22
Prev: #—
|
4.1 |
—
|
15,541 | — |
NEW
|
15,541 | $10,673,331 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
XLF
SELECT SECTOR S...
|
ETF | 1.36% | 1.90% |
#23
3
Prev: #20
|
3.0 |
—
|
33,009 | 21.3% |
P
S
|
187,983 | $10,077,806 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
NOW
SERVICENOW INC
|
Technology | 1.31% | 3.03% |
#24
13
Prev: #11
|
2.5 |
—
|
8,829 | 10.0% |
P
S
|
97,117 | $9,641,733 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
DELL
DELL TECHNOLOGI...
|
Technology | 1.27% | 0.10% |
#25
38
Prev: #63
|
3.5 |
—
|
18,311 | 529.4% |
P
S
|
21,770 | $9,392,892 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
IWY
ISHARES TR
|
ETF | 1.09% | 1.64% |
#26
3
Prev: #23
|
0.9 |
—
|
1,180 | 4.5% |
P
S
|
27,633 | $8,030,790 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
ETN
EATON CORP PLC
|
Industrials | 0.99% | — |
#27
Prev: #—
|
3.9 |
—
|
17,182 | — |
NEW
|
17,182 | $7,321,593 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.96% | 0.32% |
#28
13
Prev: #41
|
3.4 |
—
|
15,400 | 337.1% |
P
S
|
19,968 | $7,055,370 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
UBER
UBER TECHNOLOGI...
|
Technology | 0.90% | 1.33% |
#29
3
Prev: #26
|
2.9 |
—
|
19,964 | 27.5% |
P
S
|
92,597 | $6,681,799 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 0.80% | — |
#30
Prev: #—
|
3.8 |
—
|
133,876 | — |
NEW
|
133,876 | $5,938,742 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
ET
ENERGY TRANSFER...
|
Energy | 0.79% | 1.15% |
#31
3
Prev: #28
|
0.8 |
—
|
-6,465 | -2.1% |
P
S
|
304,501 | $5,822,069 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
FEGE
RBB FUND TRUST
|
Unknown | 0.74% | — |
#32
Prev: #—
|
3.8 |
—
|
111,614 | — |
NEW
|
111,614 | $5,460,157 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
DAL
DELTA AIR LINES...
|
Industrials | 0.74% | 0.94% |
#33
4
Prev: #29
|
0.8 |
—
|
-2,115 | -3.5% |
P
S
|
58,104 | $5,442,023 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 0.74% | — |
#34
Prev: #—
|
3.8 |
—
|
45,413 | — |
NEW
|
45,413 | $5,427,756 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 0.72% | 1.28% |
#35
8
Prev: #27
|
0.8 |
—
|
-133 | -0.2% |
P
S
|
70,469 | $5,321,114 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
FLOT
ISHARES TR
|
Bond/Debt | 0.69% | — |
#36
Prev: #—
|
3.8 |
—
|
100,449 | — |
NEW
|
100,449 | $5,127,905 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.63% | 0.65% |
#37
6
Prev: #31
|
3.3 |
—
|
5,073 | 55.9% |
P
S
|
14,142 | $4,628,921 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.59% | 0.90% |
#38
8
Prev: #30
|
2.2 |
—
|
1,474 | 16.5% |
P
S
|
10,423 | $4,383,913 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.59% | 0.60% |
#39
7
Prev: #32
|
3.2 |
—
|
3,824 | 81.7% |
P
S
|
8,503 | $4,366,909 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
CRM
SALESFORCE INC
|
Technology | 0.53% | 1.97% |
#40
22
Prev: #18
|
0.2 |
—
|
-8,130 | -24.5% |
P
S
|
25,120 | $3,935,354 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 0.53% | — |
#41
Prev: #—
|
3.7 |
—
|
47,772 | — |
NEW
|
47,772 | $3,914,462 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
PVAL
PUTNAM ETF TRUS...
|
ETF | 0.53% | 0.06% |
#42
34
Prev: #76
|
3.2 |
—
|
69,849 | 1108.2% |
P
S
|
76,152 | $3,879,934 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
NOBL
PROSHARES TR
|
ETF | 0.49% | — |
#43
Prev: #—
|
3.7 |
—
|
64,676 | — |
NEW
|
64,676 | $3,632,204 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 0.47% | — |
#44
Prev: #—
|
3.7 |
—
|
83,572 | — |
NEW
|
83,572 | $3,447,360 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.41% | — |
#45
Prev: #—
|
3.7 |
—
|
4,176 | — |
NEW
|
4,176 | $3,018,987 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.41% | 0.33% |
#46
6
Prev: #40
|
3.2 |
—
|
9,774 | 80.7% |
P
S
|
21,888 | $2,992,411 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
IVV
ISHARES TR
|
ETF | 0.40% | — |
#47
Prev: #—
|
3.7 |
—
|
3,993 | — |
NEW
|
3,993 | $2,990,164 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
FENI
FIDELITY COVING...
|
Bond/Debt | 0.40% | — |
#48
Prev: #—
|
3.7 |
—
|
73,485 | — |
NEW
|
73,485 | $2,948,970 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
DUSB
DIMENSIONAL ETF...
|
ETF | 0.39% | — |
#49
Prev: #—
|
3.7 |
—
|
56,825 | — |
NEW
|
56,825 | $2,885,560 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
XLI
SELECT SECTOR S...
|
ETF | 0.39% | — |
#50
Prev: #—
|
3.7 |
—
|
15,531 | — |
NEW
|
15,531 | $2,876,807 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 |
Showing 1-50 of 213 holdings