Filed: 5/14/2026ACC: 0002056391-26-000004
📋 What this filing means
EVEREST FINANCIAL GROUP LLC filed this quarterly 13F‑HR report disclosing 89 equity positions with a total reported market value of $446.96M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
89
Positions
$446.96M
Total AUM (reported)
3.82M
Total Shares
Allocation by class
COM$206.98M46.3%
CAP STK CL A$31.31M7.0%
S&P 500 REVENUE$27.36M6.1%
CL A$26.78M6.0%
US DIVIDEND EQ$23.58M5.3%
SPONSORED ADS$17.40M3.9%
S&P MDCP QUALITY$16.57M3.7%
Portfolio Concentration
Top 3$94.74M21.2%
4–10$143.44M32.1%
11–25$139.17M31.1%
Rest$69.61M15.6%
Top 3 weight
21.2%
Top 10 weight
53.3%
Voting Authority Distribution
Total shares with voting rights: 3.82M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.82M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole89
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings89
Rows:
MICROSOFT CORP
SOLEShares69.68K
TypeSH
Market value$33.51M
7.50%
Sole
0.00
Shared
0.00
None
69.68K
ALPHABET INC
SOLEShares100.02K
TypeSH
Market value$31.31M
7.00%
Sole
0.00
Shared
0.00
None
100.02K
AMAZON COM INC
SOLEShares129.66K
TypeSH
Market value$29.93M
6.70%
Sole
0.00
Shared
0.00
None
129.66K
INVESCO EXCH TRADED FD TR II
SOLEShares238.96K
TypeSH
Market value$27.36M
6.12%
Sole
0.00
Shared
0.00
None
238.96K
NVIDIA CORPORATION
SOLEShares138.70K
TypeSH
Market value$25.77M
5.77%
Sole
0.00
Shared
0.00
None
138.70K
SCHWAB STRATEGIC TR
SOLEShares860.27K
TypeSH
Market value$23.58M
5.27%
Sole
0.00
Shared
0.00
None
860.27K
APPLE INC
SOLEShares68.50K
TypeSH
Market value$18.62M
4.17%
Sole
0.00
Shared
0.00
None
68.50K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares57.26K
TypeSH
Market value$17.40M
3.89%
Sole
0.00
Shared
0.00
None
57.26K
INVESCO EXCHANGE TRADED FD T
SOLEShares161.74K
TypeSH
Market value$16.57M
3.71%
Sole
0.00
Shared
0.00
None
161.74K
META PLATFORMS INC
SOLEShares21.45K
TypeSH
Market value$14.14M
3.16%
Sole
0.00
Shared
0.00
None
21.45K
SERVICENOW INC
SOLEShares88.29K
TypeSH
Market value$13.52M
3.03%
Sole
0.00
Shared
0.00
None
88.29K
J P MORGAN EXCHANGE TRADED F
SOLEShares224.77K
TypeSH
Market value$12.87M
2.88%
Sole
0.00
Shared
0.00
None
224.77K
BROADCOM INC
SOLEShares35.03K
TypeSH
Market value$12.13M
2.72%
Sole
0.00
Shared
0.00
None
35.03K
PALO ALTO NETWORKS INC
SOLEShares55.23K
TypeSH
Market value$10.18M
2.28%
Sole
0.00
Shared
0.00
None
55.23K
CROWDSTRIKE HLDGS INC
SOLEShares21.23K
TypeSH
Market value$9.95M
2.23%
Sole
0.00
Shared
0.00
None
21.23K
VISA INC
SOLEShares27.12K
TypeSH
Market value$9.51M
2.13%
Sole
0.00
Shared
0.00
None
27.12K
UNITEDHEALTH GROUP INC
SOLEShares28.89K
TypeSH
Market value$9.48M
2.12%
Sole
0.00
Shared
0.00
None
28.89K
SALESFORCE INC
SOLEShares33.25K
TypeSH
Market value$8.81M
1.97%
Sole
0.00
Shared
0.00
None
33.25K
ADVANCED MICRO DEVICES INC
SOLEShares40.52K
TypeSH
Market value$8.68M
1.94%
Sole
0.00
Shared
0.00
None
40.52K
SELECT SECTOR SPDR TR
SOLEShares154.97K
TypeSH
Market value$8.49M
1.90%
Sole
0.00
Shared
0.00
None
154.97K
SCHWAB STRATEGIC TR
SOLEShares249.84K
TypeSH
Market value$8.15M
1.82%
Sole
0.00
Shared
0.00
None
249.84K
BERKSHIRE HATHAWAY INC DEL
SOLEShares14.91K
TypeSH
Market value$7.49M
1.68%
Sole
0.00
Shared
0.00
None
14.91K
ISHARES TR
SOLEShares26.45K
TypeSH
Market value$7.33M
1.64%
Sole
0.00
Shared
0.00
None
26.45K
ASML HOLDING N V
SOLEShares6.14K
TypeSH
Market value$6.57M
1.47%
Sole
0.00
Shared
0.00
None
6.14K
MICRON TECHNOLOGY INC
SOLEShares21.05K
TypeSH
Market value$6.01M
1.34%
Sole
0.00
Shared
0.00
None
21.05K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 69.68K | SH | $33.51M 7.50% | 0.00 | 0.00 | 69.68K |
ALPHABET INCSOLE | CAP STK CL A | 100.02K | SH | $31.31M 7.00% | 0.00 | 0.00 | 100.02K |
AMAZON COM INCSOLE | COM | 129.66K | SH | $29.93M 6.70% | 0.00 | 0.00 | 129.66K |
INVESCO EXCH TRADED FD TR IISOLE | S&P 500 REVENUE | 238.96K | SH | $27.36M 6.12% | 0.00 | 0.00 | 238.96K |
NVIDIA CORPORATIONSOLE | COM | 138.70K | SH | $25.77M 5.77% | 0.00 | 0.00 | 138.70K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 860.27K | SH | $23.58M 5.27% | 0.00 | 0.00 | 860.27K |
APPLE INCSOLE | COM | 68.50K | SH | $18.62M 4.17% | 0.00 | 0.00 | 68.50K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 57.26K | SH | $17.40M 3.89% | 0.00 | 0.00 | 57.26K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P MDCP QUALITY | 161.74K | SH | $16.57M 3.71% | 0.00 | 0.00 | 161.74K |
META PLATFORMS INCSOLE | CL A | 21.45K | SH | $14.14M 3.16% | 0.00 | 0.00 | 21.45K |
SERVICENOW INCSOLE | COM | 88.29K | SH | $13.52M 3.03% | 0.00 | 0.00 | 88.29K |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 224.77K | SH | $12.87M 2.88% | 0.00 | 0.00 | 224.77K |
BROADCOM INCSOLE | COM | 35.03K | SH | $12.13M 2.72% | 0.00 | 0.00 | 35.03K |
PALO ALTO NETWORKS INCSOLE | COM | 55.23K | SH | $10.18M 2.28% | 0.00 | 0.00 | 55.23K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 21.23K | SH | $9.95M 2.23% | 0.00 | 0.00 | 21.23K |
VISA INCSOLE | COM CL A | 27.12K | SH | $9.51M 2.13% | 0.00 | 0.00 | 27.12K |
UNITEDHEALTH GROUP INCSOLE | COM | 28.89K | SH | $9.48M 2.12% | 0.00 | 0.00 | 28.89K |
SALESFORCE INCSOLE | COM | 33.25K | SH | $8.81M 1.97% | 0.00 | 0.00 | 33.25K |
ADVANCED MICRO DEVICES INCSOLE | COM | 40.52K | SH | $8.68M 1.94% | 0.00 | 0.00 | 40.52K |
SELECT SECTOR SPDR TRSOLE | STATE STREET FIN | 154.97K | SH | $8.49M 1.90% | 0.00 | 0.00 | 154.97K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 249.84K | SH | $8.15M 1.82% | 0.00 | 0.00 | 249.84K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 14.91K | SH | $7.49M 1.68% | 0.00 | 0.00 | 14.91K |
ISHARES TRSOLE | RUS TP200 GR ETF | 26.45K | SH | $7.33M 1.64% | 0.00 | 0.00 | 26.45K |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 6.14K | SH | $6.57M 1.47% | 0.00 | 0.00 | 6.14K |
MICRON TECHNOLOGY INCSOLE | COM | 21.05K | SH | $6.01M 1.34% | 0.00 | 0.00 | 21.05K |
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