Filed: 5/15/2026ACC: 0002056391-26-000005
📋 What this filing means
EVEREST FINANCIAL GROUP LLC filed this quarterly 13F‑HR report disclosing 199 equity positions with a total reported market value of $607.32M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
199
Positions
$607.32M
Total AUM (reported)
6.32M
Total Shares
Allocation by class
COM$233.08M38.4%
CAP STK CL A$29.15M4.8%
S&P 500 REVENUE$28.71M4.7%
CL A$27.94M4.6%
US DIVIDEND EQ$22.09M3.6%
SPONSORED ADS$21.07M3.5%
S&P MDCP QUALITY$16.14M2.7%
Portfolio Concentration
Top 3$88.89M14.6%
4–10$151.82M25.0%
11–25$149.54M24.6%
Rest$217.07M35.7%
Top 3 weight
14.6%
Top 10 weight
39.6%
Voting Authority Distribution
Total shares with voting rights: 6.32M
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
6.32M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole199
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings199
Rows:
AMAZON COM INC
SOLEShares147.79K
TypeSH
Market value$30.77M
5.07%
Sole
0.00
Shared
0.00
None
147.79K
ALPHABET INC
SOLEShares101.40K
TypeSH
Market value$29.15M
4.80%
Sole
0.00
Shared
0.00
None
101.40K
MICROSOFT CORP
SOLEShares78.27K
TypeSH
Market value$28.97M
4.77%
Sole
0.00
Shared
0.00
None
78.27K
INVESCO EXCH TRADED FD TR II
SOLEShares249.84K
TypeSH
Market value$28.71M
4.73%
Sole
0.00
Shared
0.00
None
249.84K
NVIDIA CORPORATION
SOLEShares157.90K
TypeSH
Market value$27.54M
4.53%
Sole
0.00
Shared
0.00
None
157.90K
SCHWAB STRATEGIC TR
SOLEShares720.20K
TypeSH
Market value$22.09M
3.64%
Sole
0.00
Shared
0.00
None
720.20K
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares62.34K
TypeSH
Market value$21.07M
3.47%
Sole
0.00
Shared
0.00
None
62.34K
APPLE INC
SOLEShares82.93K
TypeSH
Market value$21.05M
3.47%
Sole
0.00
Shared
0.00
None
82.93K
INVESCO EXCHANGE TRADED FD T
SOLEShares156.17K
TypeSH
Market value$16.14M
2.66%
Sole
0.00
Shared
0.00
None
156.17K
J P MORGAN EXCHANGE TRADED F
SOLEShares268.50K
TypeSH
Market value$15.22M
2.51%
Sole
0.00
Shared
0.00
None
268.50K
META PLATFORMS INC
SOLEShares26.45K
TypeSH
Market value$15.13M
2.49%
Sole
0.00
Shared
0.00
None
26.45K
BROADCOM INC
SOLEShares45.82K
TypeSH
Market value$14.18M
2.34%
Sole
0.00
Shared
0.00
None
45.82K
SERVICENOW INC
SOLEShares104.77K
TypeSH
Market value$10.95M
1.80%
Sole
0.00
Shared
0.00
None
104.77K
PALO ALTO NETWORKS INC
SOLEShares65.46K
TypeSH
Market value$10.49M
1.73%
Sole
0.00
Shared
0.00
None
65.46K
BERKSHIRE HATHAWAY INC DEL
SOLEShares21.44K
TypeSH
Market value$10.27M
1.69%
Sole
0.00
Shared
0.00
None
21.44K
VISA INC
SOLEShares33.84K
TypeSH
Market value$10.23M
1.68%
Sole
0.00
Shared
0.00
None
33.84K
SCHWAB STRATEGIC TR
SOLEShares332.46K
TypeSH
Market value$9.68M
1.59%
Sole
0.00
Shared
0.00
None
332.46K
SELECT SECTOR SPDR TR
SOLEShares191.68K
TypeSH
Market value$9.46M
1.56%
Sole
0.00
Shared
0.00
None
191.68K
ASML HLDG NV
SOLEShares7.06K
TypeSH
Market value$9.32M
1.54%
Sole
0.00
Shared
0.00
None
7.06K
VANGUARD INDEX FDS
SOLEShares15.44K
TypeSH
Market value$9.22M
1.52%
Sole
0.00
Shared
0.00
None
15.44K
UNITEDHEALTH GROUP INC
SOLEShares33.97K
TypeSH
Market value$9.19M
1.51%
Sole
0.00
Shared
0.00
None
33.97K
ADVANCED MICRO DEVICES INC
SOLEShares42.37K
TypeSH
Market value$8.62M
1.42%
Sole
0.00
Shared
0.00
None
42.37K
CROWDSTRIKE HLDGS INC
SOLEShares22.05K
TypeSH
Market value$8.61M
1.42%
Sole
0.00
Shared
0.00
None
22.05K
MICRON TECHNOLOGY INC
SOLEShares21.53K
TypeSH
Market value$7.27M
1.20%
Sole
0.00
Shared
0.00
None
21.53K
ISHARES TR
SOLEShares27.65K
TypeSH
Market value$6.88M
1.13%
Sole
0.00
Shared
0.00
None
27.65K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 147.79K | SH | $30.77M 5.07% | 0.00 | 0.00 | 147.79K |
ALPHABET INCSOLE | CAP STK CL A | 101.40K | SH | $29.15M 4.80% | 0.00 | 0.00 | 101.40K |
MICROSOFT CORPSOLE | COM | 78.27K | SH | $28.97M 4.77% | 0.00 | 0.00 | 78.27K |
INVESCO EXCH TRADED FD TR IISOLE | S&P 500 REVENUE | 249.84K | SH | $28.71M 4.73% | 0.00 | 0.00 | 249.84K |
NVIDIA CORPORATIONSOLE | COM | 157.90K | SH | $27.54M 4.53% | 0.00 | 0.00 | 157.90K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 720.20K | SH | $22.09M 3.64% | 0.00 | 0.00 | 720.20K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 62.34K | SH | $21.07M 3.47% | 0.00 | 0.00 | 62.34K |
APPLE INCSOLE | COM | 82.93K | SH | $21.05M 3.47% | 0.00 | 0.00 | 82.93K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P MDCP QUALITY | 156.17K | SH | $16.14M 2.66% | 0.00 | 0.00 | 156.17K |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 268.50K | SH | $15.22M 2.51% | 0.00 | 0.00 | 268.50K |
META PLATFORMS INCSOLE | CL A | 26.45K | SH | $15.13M 2.49% | 0.00 | 0.00 | 26.45K |
BROADCOM INCSOLE | COM | 45.82K | SH | $14.18M 2.34% | 0.00 | 0.00 | 45.82K |
SERVICENOW INCSOLE | COM | 104.77K | SH | $10.95M 1.80% | 0.00 | 0.00 | 104.77K |
PALO ALTO NETWORKS INCSOLE | COM | 65.46K | SH | $10.49M 1.73% | 0.00 | 0.00 | 65.46K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 21.44K | SH | $10.27M 1.69% | 0.00 | 0.00 | 21.44K |
VISA INCSOLE | COM CL A | 33.84K | SH | $10.23M 1.68% | 0.00 | 0.00 | 33.84K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 332.46K | SH | $9.68M 1.59% | 0.00 | 0.00 | 332.46K |
SELECT SECTOR SPDR TRSOLE | STATE STREET FIN | 191.68K | SH | $9.46M 1.56% | 0.00 | 0.00 | 191.68K |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 7.06K | SH | $9.32M 1.54% | 0.00 | 0.00 | 7.06K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 15.44K | SH | $9.22M 1.52% | 0.00 | 0.00 | 15.44K |
UNITEDHEALTH GROUP INCSOLE | COM | 33.97K | SH | $9.19M 1.51% | 0.00 | 0.00 | 33.97K |
ADVANCED MICRO DEVICES INCSOLE | COM | 42.37K | SH | $8.62M 1.42% | 0.00 | 0.00 | 42.37K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 22.05K | SH | $8.61M 1.42% | 0.00 | 0.00 | 22.05K |
MICRON TECHNOLOGY INCSOLE | COM | 21.53K | SH | $7.27M 1.20% | 0.00 | 0.00 | 21.53K |
ISHARES TRSOLE | RUS TP200 GR ETF | 27.65K | SH | $6.88M 1.13% | 0.00 | 0.00 | 27.65K |
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