Everest Private Wealth
Everest Private Wealth reported 85 stocks worth $268M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are DFUS (21.0%), GBIL (9.8%) and AAEQ (7.5%). Compared with Q1 2026, the fund opened new positions in SNPS, EQAL and INTC, added to DFUS, GBIL and GOOG, trimmed AAEQ, AAUA and AVGO and sold out of ARES, PLTR and HD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  DFUS Dimensional US Equity Market ETF | $56.3M | 21.0% | 687K | +42K (+6%) | 7 of 7 | |
| 2 |  GBIL Goldman Sachs ETF TR | $26.3M | 9.8% | 263K | +248K (+1673%) | 7 of 7 | |
| 3 |  AAEQ EA Series Trust | $20M | 7.5% | 376K | −4,547 (−1%) | 3 of 7 | |
| 4 |  GOOG Alphabet Inc | $17.7M | 6.6% | 50K | +6,113 (+14%) | 7 of 7 | |
| 5 |  GOOGL Alphabet Inc | $15.8M | 5.9% | 44K | +687 (+2%) | 7 of 7 | |
| 6 |  NVDA Nvidia Corporation | $10.6M | 4.0% | 53K | +6,010 (+13%) | 7 of 7 | |
| 7 |  AAPL Apple Inc | $7.7M | 2.9% | 27K | +5,133 (+24%) | 7 of 7 | |
| 8 |  VOO Vanguard S&P 500 ETF | $7.1M | 2.7% | 10K | No change | 7 of 7 | |
| 9 |  CPAG Rbb FD Inc | $6.7M | 2.5% | 65K | +56K (+644%) | 2 of 7 | |
| 10 |  AAUA EA Series Trust | $6.4M | 2.4% | 112K | −47K (−30%) | 2 of 7 |
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
Reported value
last 7 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 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Everest Private Wealth 13F FAQ
What does Everest Private Wealth own?
Everest Private Wealth reported 85 stocks worth $268M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are DFUS (21.0%), GBIL (9.8%) and AAEQ (7.5%). The table above lists every position in the filing (the top 10 without an account).
What did Everest Private Wealth buy and sell in Q2 2026?
Compared with Q1 2026: 17 new positions, 36 added to, 15 trimmed and 4 sold out. New positions include SNPS, EQAL and INTC. It sold all of ARES, PLTR and HD.
When will Everest Private Wealth 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 Private Wealth's portfolio worth?
The Q2 2026 filing reports $268M 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.