Everest Financial Group
Everest Financial Group reported 208 stocks worth $738M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are GOOGL (5.0%), AMZN (4.8%) and RWL (4.4%). Compared with Q1 2026, the fund opened new positions in FNDF and JEPQ, added to GOOGL, RWL and NVDA, trimmed AMD, AAPL and SCHD and sold out of PSLV, FTCS and ADBE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  GOOGL Alphabet Inc | $36.6M | 5.0% | 102K | +965 (+1%) | 3 of 3 | |
| 2 |  AMZN Amazon Com Inc | $35.2M | 4.8% | 148K | No change | 3 of 3 | |
| 3 |  RWL Invesco Exch Traded FD TR II | $32.2M | 4.4% | 252K | +2,178 (+1%) | 3 of 3 | |
| 4 |  NVDA Nvidia Corporation | $31.7M | 4.3% | 158K | +512 (+0%) | 3 of 3 | |
| 5 |  TSM Taiwan Semiconductor Mfg Ltd | $29.9M | 4.0% | 63K | +321 (+1%) | 3 of 3 | |
| 6 |  MSFT Microsoft Corp | $29.3M | 4.0% | 78K | +159 (+0%) | 3 of 3 | |
| 7 |  MU Micron Technology Inc | $25.5M | 3.5% | 22K | +603 (+3%) | 3 of 3 | |
| 8 |  AMD Advanced Micro Devices Inc | $24.1M | 3.3% | 42K | −828 (−2%) | 3 of 3 | |
| 9 |  PANW Palo Alto Networks Inc | $23.5M | 3.2% | 69K | +3,344 (+5%) | 3 of 3 | |
| 10 |  AAPL Apple Inc | $22.7M | 3.1% | 79K | −4,426 (−5%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 PSLV Sprott Physical Silver TR | $4.6M | 189K |
SILA REALTY TRUST INC | $700K | 30K |
 FTCS First Trust | $637K | 6,866 |
 ADBE Adobe Inc | $368K | 1,515 |
 NFLX Netflix Inc | $260K | 2,705 |
🔒 Free account: see all 13.
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Everest Financial Group 13F FAQ
What does Everest Financial Group own?
Everest Financial Group reported 208 stocks worth $738M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are GOOGL (5.0%), AMZN (4.8%) and RWL (4.4%). The table above lists every position in the filing (the top 10 without an account).
What did Everest Financial Group buy and sell in Q2 2026?
Compared with Q1 2026: 22 new positions, 84 added to, 78 trimmed and 13 sold out. New positions include FNDF and JEPQ. It sold all of PSLV, FTCS and ADBE.
When will Everest Financial Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Everest Financial Group's portfolio worth?
The Q2 2026 filing reports $738M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.