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 Management Corp. (CIK 2056683) reported $197.4M across 71 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFUS ($45.7M, 23.17%), BOXA ($17.7M, 8.97%), GOOG ($12.6M, 6.39%), GOOGL ($12.5M, 6.35%), NVDA ($8.2M, 4.14%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | $45.7M | 23.17% | 645,075 | Trimmed |
| 2 | BOXA | EA SERIES TRUST | $17.7M | 8.97% | 380,489 | Trimmed |
| 3 | GOOG | ALPHABET INC | $12.6M | 6.39% | 43,954 | Added |
| 4 | GOOGL | ALPHABET INC | $12.5M | 6.35% | 43,602 | Added |
| 5 | NVDA | NVIDIA CORPORATION | $8.2M | 4.14% | 46,874 | Added |
| 6 | BOXA | EA SERIES TRUST | $7.8M | 3.93% | 158,603 | New |
| 7 | AVGO | BROADCOM INC | $6.7M | 3.41% | 21,759 | Added |
| 8 | VOO | VANGUARD INDEX FDS | $6.2M | 3.14% | 10,374 | Added |
| 9 | ARES | ARES MANAGEMENT CORPORATION | $5.6M | 2.84% | 224,154 | New |
| 10 | AAPL | APPLE INC | $5.4M | 2.75% | 21,395 | Added |
| 11 | AMZN | AMAZON COM INC | $5.3M | 2.69% | 25,483 | Added |
| 12 | IXUS | ISHARES TR | $4.5M | 2.27% | 51,676 | Hold |
| 13 | DFAC | DIMENSIONAL ETF TRUST | $4.2M | 2.13% | 108,049 | Hold |
| 14 | VTI | VANGUARD INDEX FDS | $4.1M | 2.08% | 12,770 | Trimmed |
| 15 | VXUS | VANGUARD STAR FDS | $4.0M | 2.00% | 51,303 | Added |
| 16 | MSFT | MICROSOFT CORP | $3.5M | 1.78% | 9,504 | Added |
| 17 | AMAT | APPLIED MATLS INC | $3.2M | 1.60% | 9,220 | New |
| 18 | GSLC | GOLDMAN SACHS ETF TR | $2.6M | 1.29% | 20,422 | Hold |
| 19 | VTV | VANGUARD INDEX FDS | $2.2M | 1.12% | 11,287 | Added |
| 20 | DUHP | DIMENSIONAL ETF TRUST | $2.2M | 1.10% | 59,190 | Added |
| 21 | RSP | INVESCO EXCHANGE TRADED FD T | $2.1M | 1.06% | 10,866 | Added |
| 22 | GSST | GOLDMAN SACHS ETF TR | $1.9M | 0.96% | 37,420 | Added |
| 23 | DIHP | DIMENSIONAL ETF TRUST | $1.5M | 0.77% | 47,336 | Added |
| 24 | GBIL | GOLDMAN SACHS ETF TR | $1.5M | 0.75% | 14,819 | Trimmed |
| 25 | WMT | WALMART INC | $1.5M | 0.75% | 11,915 | Added |
Source: SEC Form 13F filings · as of 2026-03-31