§ 13F · FUND PROFILE
Everest Management Corp..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $157M (13F)Positions · 67Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$19M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | 645K | $46M | 23.2% | −8% |
| 2 | AAEQ | EA SERIES TRUST | 380K | $18M | 9.0% | ±0% |
| 3 | GOOG | ALPHABET INC | 44K | $13M | 6.4% | +3% |
| 4 | GOOGL | ALPHABET INC | 44K | $13M | 6.4% | +1% |
| 5 | NVDA | NVIDIA CORPORATION | 47K | $8M | 4.1% | +104% |
| 6 | AAUA | EA SERIES TRUST | 159K | $8M | 3.9% | NEW |
| 7 | AVGO | BROADCOM INC | 22K | $7M | 3.4% | +100% |
| 8 | VOO | VANGUARD INDEX FDS | 10K | $6M | 3.1% | +3% |
| 9 | ARES | ARES MANAGEMENT CORPORATION | 224K | $6M | 2.8% | NEW |
| 10 | AAPL | APPLE INC | 21K | $5M | 2.8% | +77% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EVEREST SIGNAL
AC read
Everest Management Corp. is a Other fund managing $157 million in assets. The fund runs a portfolio of 67 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed