Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Everest Financial Group LLC (CIK 2056391) reported $738.4M across 208 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GOOGL ($36.6M, 4.95%), AMZN ($35.2M, 4.77%), RWL ($32.2M, 4.36%), NVDA ($31.7M, 4.29%), TSM ($29.9M, 4.05%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $36.6M | 4.95% | 102,368 | Added |
| 2 | AMZN | AMAZON COM INC | $35.2M | 4.77% | 147,668 | Trimmed |
| 3 | RWL | INVESCO EXCH TRADED FD TR II | $32.2M | 4.36% | 252,019 | Added |
| 4 | NVDA | NVIDIA CORPORATION | $31.7M | 4.29% | 158,412 | Added |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $29.9M | 4.05% | 62,662 | Added |
| 6 | MSFT | MICROSOFT CORP | $29.3M | 3.96% | 78,425 | Added |
| 7 | MU | MICRON TECHNOLOGY INC | $25.5M | 3.46% | 22,133 | Added |
| 8 | AMD | ADVANCED MICRO DEVICES INC | $24.1M | 3.27% | 41,537 | Trimmed |
| 9 | PANW | PALO ALTO NETWORKS INC | $23.5M | 3.18% | 68,806 | Added |
| 10 | AAPL | APPLE INC | $22.7M | 3.08% | 78,507 | Trimmed |
| 11 | SCHD | SCHWAB STRATEGIC TR | $20.2M | 2.74% | 637,000 | Trimmed |
| 12 | AVGO | BROADCOM INC | $18.8M | 2.54% | 49,737 | Added |
| 13 | CRWD | CROWDSTRIKE HLDGS INC | $16.9M | 2.29% | 22,186 | Added |
| 14 | JEPI | J P MORGAN EXCHANGE TRADED F | $15.5M | 2.10% | 274,028 | Added |
| 15 | META | META PLATFORMS INC | $15.5M | 2.10% | 27,592 | Added |
| 16 | XMHQ | INVESCO EXCHANGE TRADED FD T | $14.9M | 2.01% | 131,701 | Trimmed |
| 17 | ASML | ASML HLDG NV | $13.7M | 1.86% | 6,897 | Trimmed |
| 18 | UNH | UNITEDHEALTH GROUP INC | $13.6M | 1.84% | 32,682 | Trimmed |
| 19 | V | VISA INC | $11.4M | 1.55% | 33,367 | Trimmed |
| 20 | SCHG | SCHWAB STRATEGIC TR | $11.0M | 1.49% | 325,161 | Trimmed |
| 21 | BRKB | BERKSHIRE HATHAWAY INC DEL | $10.7M | 1.45% | 21,443 | Added |
| 22 | VOO | VANGUARD INDEX FDS | $10.7M | 1.45% | 15,541 | Added |
| 23 | XLF | SELECT SECTOR SPDR TR | $10.1M | 1.36% | 187,983 | Trimmed |
| 24 | NOW | SERVICENOW INC | $9.6M | 1.31% | 97,117 | Trimmed |
| 25 | DELL | DELL TECHNOLOGIES INC | $9.4M | 1.27% | 21,770 | Added |
Source: SEC Form 13F filings · as of 2026-06-30