§ 13F · FUND PROFILE
Everest Management Corp..
AUM · $157M (13F)Positions · 67Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | 687K | $56M | 21.0% | +6% |
| 2 | GBIL | GOLDMAN SACHS ETF TR | 263K | $26M | 9.8% | +1673% |
| 3 | AAEQ | EA SERIES TRUST | 376K | $20M | 7.5% | −1% |
| 4 | GOOG | ALPHABET INC | 50K | $18M | 6.6% | +14% |
| 5 | GOOGL | ALPHABET INC | 44K | $16M | 5.9% | +2% |
| 6 | NVDA | NVIDIA CORPORATION | 53K | $11M | 3.9% | +13% |
| 7 | AAPL | APPLE INC | 27K | $8M | 2.9% | +24% |
| 8 | VOO | VANGUARD INDEX FDS | 10K | $7M | 2.7% | ±0% |
| 9 | CPAG | RBB FD INC | 65K | $7M | 2.5% | +644% |
| 10 | AAUA | EA SERIES TRUST | 112K | $6M | 2.4% | −30% |
§ 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.
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