StockDriftsStockDriftsTop 50 Everest Private Wealth Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 20.99% | 686.6K | $56.3M | +6.43%(+41.50K) | $63.87(+32.49%) | 2026-06-30 | |
| GBIL | GOLDMAN SACHS ETF TR | 9.82% | 262.8K | $26.3M | +1673.45%(+247.99K) | $100.17(-0.19%) | 2026-06-30 | |
| AAEQ | EA SERIES TRUST | 7.46% | 375.9K | $20.0M | -1.20%(-4.55K) | $48.92(+12.75%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 6.6% | 50.1K | $17.7M | +13.91%(+6.11K) | $197.17(+77.76%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 5.91% | 44.3K | $15.8M | +1.58%(+687) | $180.99(+94.19%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.95% | 52.9K | $10.6M | +12.82%(+6.01K) | $162.06(+36.03%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.86% | 26.5K | $7.7M | +23.99%(+5.13K) | $247.34(+23.99%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 2.66% | 10.4K | $7.1M | +0.02%(+2) | $535.84(+32.70%) | 2026-06-30 | |
| CPAG | RBB FD INC | 2.49% | 65.1K | $6.7M | +644.31%(+56.38K) | $102.21(-0.78%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.31% | 26.0K | $6.2M | +1.94%(+495) | $218.69(+25.73%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +39.05% |
| Top 20 Holdings Unweighted | — | — | — | — | +35.20% |
Everest Private Wealth reports $268.03M in US-listed equity holdings across 85 positions in its most recent 13F filing. Its largest disclosed positions are DFUS (21.0%), GBIL (9.8%) and AAEQ (7.5%). The top 20 holdings account for 81.37% of reported assets. Its disclosed equity book has returned +39.05% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Everest Private Wealth’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2056683). View Everest Private Wealth’s 13F filings on SEC