Filed: 4/14/2025ACC: 0001951757-25-000351
📋 What this filing means
EVEREST MANAGEMENT CORP. filed this quarterly 13F‑HR report disclosing 51 equity positions with a total reported market value of $109.67M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
51
Positions
$109.67M
Total AUM (reported)
1.28M
Total Shares
Allocation by class
US EQUITY MARKET$38.62M35.2%
COM$17.87M16.3%
CAP STK CL A$7.52M6.9%
CAP STK CL C$6.81M6.2%
S&P 500 ETF SHS$5.34M4.9%
US CORE EQUITY 2$3.76M3.4%
CORE MSCI TOTAL$3.61M3.3%
Portfolio Concentration
Top 3$52.94M48.3%
4–10$25.43M23.2%
11–25$22.31M20.3%
Rest$8.99M8.2%
Top 3 weight
48.3%
Top 10 weight
71.5%
Voting Authority Distribution
Total shares with voting rights: 1.28M
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
1.28M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole51
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings51
Rows:
DIMENSIONAL ETF TRUST
SOLEShares638.53K
TypeSH
Market value$38.62M
35.21%
Sole
0.00
Shared
0.00
None
638.53K
ALPHABET INC
SOLEShares48.60K
TypeSH
Market value$7.52M
6.85%
Sole
0.00
Shared
0.00
None
48.60K
ALPHABET INC
SOLEShares43.58K
TypeSH
Market value$6.81M
6.21%
Sole
0.00
Shared
0.00
None
43.58K
VANGUARD INDEX FDS
SOLEShares10.40K
TypeSH
Market value$5.34M
4.87%
Sole
0.00
Shared
0.00
None
10.40K
DIMENSIONAL ETF TRUST
SOLEShares114.05K
TypeSH
Market value$3.76M
3.43%
Sole
0.00
Shared
0.00
None
114.05K
ISHARES TR
SOLEShares51.68K
TypeSH
Market value$3.61M
3.29%
Sole
0.00
Shared
0.00
None
51.68K
BROADCOM INC
SOLEShares20.58K
TypeSH
Market value$3.45M
3.14%
Sole
0.00
Shared
0.00
None
20.58K
MICROSOFT CORP
SOLEShares9.09K
TypeSH
Market value$3.41M
3.11%
Sole
0.00
Shared
0.00
None
9.09K
GOLDMAN SACHS ETF TR
SOLEShares33.22K
TypeSH
Market value$3.33M
3.03%
Sole
0.00
Shared
0.00
None
33.22K
APPLE INC
SOLEShares11.37K
TypeSH
Market value$2.53M
2.30%
Sole
0.00
Shared
0.00
None
11.37K
GOLDMAN SACHS ETF TR
SOLEShares21.18K
TypeSH
Market value$2.33M
2.13%
Sole
0.00
Shared
0.00
None
21.18K
VANGUARD INDEX FDS
SOLEShares8.15K
TypeSH
Market value$2.24M
2.04%
Sole
0.00
Shared
0.00
None
8.15K
VANGUARD STAR FDS
SOLEShares34.95K
TypeSH
Market value$2.17M
1.98%
Sole
0.00
Shared
0.00
None
34.95K
INVESCO EXCHANGE TRADED FD T
SOLEShares12.08K
TypeSH
Market value$2.09M
1.91%
Sole
0.00
Shared
0.00
None
12.08K
VANGUARD INDEX FDS
SOLEShares11.81K
TypeSH
Market value$2.04M
1.86%
Sole
0.00
Shared
0.00
None
11.81K
NVIDIA CORPORATION
SOLEShares17.75K
TypeSH
Market value$1.92M
1.75%
Sole
0.00
Shared
0.00
None
17.75K
VISA INC
SOLEShares4.97K
TypeSH
Market value$1.74M
1.59%
Sole
0.00
Shared
0.00
None
4.97K
PGIM ETF TR
SOLEShares30.31K
TypeSH
Market value$1.51M
1.37%
Sole
0.00
Shared
0.00
None
30.31K
AMAZON COM INC
SOLEShares6.46K
TypeSH
Market value$1.23M
1.12%
Sole
0.00
Shared
0.00
None
6.46K
SALESFORCE INC
SOLEShares3.90K
TypeSH
Market value$1.05M
0.95%
Sole
0.00
Shared
0.00
None
3.90K
ISHARES TR
SOLEShares10.28K
TypeSH
Market value$1.00M
0.91%
Sole
0.00
Shared
0.00
None
10.28K
J P MORGAN EXCHANGE TRADED F
SOLEShares13.72K
TypeSH
Market value$774.9K
0.71%
Sole
0.00
Shared
0.00
None
13.72K
DIMENSIONAL ETF TRUST
SOLEShares23.01K
TypeSH
Market value$762.5K
0.70%
Sole
0.00
Shared
0.00
None
23.01K
ORACLE CORP
SOLEShares5.21K
TypeSH
Market value$729.1K
0.66%
Sole
0.00
Shared
0.00
None
5.21K
GOLDMAN SACHS ETF TR
SOLEShares14.33K
TypeSH
Market value$724.3K
0.66%
Sole
0.00
Shared
0.00
None
14.33K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 638.53K | SH | $38.62M 35.21% | 0.00 | 0.00 | 638.53K |
ALPHABET INCSOLE | CAP STK CL A | 48.60K | SH | $7.52M 6.85% | 0.00 | 0.00 | 48.60K |
ALPHABET INCSOLE | CAP STK CL C | 43.58K | SH | $6.81M 6.21% | 0.00 | 0.00 | 43.58K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 10.40K | SH | $5.34M 4.87% | 0.00 | 0.00 | 10.40K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 114.05K | SH | $3.76M 3.43% | 0.00 | 0.00 | 114.05K |
ISHARES TRSOLE | CORE MSCI TOTAL | 51.68K | SH | $3.61M 3.29% | 0.00 | 0.00 | 51.68K |
BROADCOM INCSOLE | COM | 20.58K | SH | $3.45M 3.14% | 0.00 | 0.00 | 20.58K |
MICROSOFT CORPSOLE | COM | 9.09K | SH | $3.41M 3.11% | 0.00 | 0.00 | 9.09K |
GOLDMAN SACHS ETF TRSOLE | ACCES TREASURY | 33.22K | SH | $3.33M 3.03% | 0.00 | 0.00 | 33.22K |
APPLE INCSOLE | COM | 11.37K | SH | $2.53M 2.30% | 0.00 | 0.00 | 11.37K |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA US LG | 21.18K | SH | $2.33M 2.13% | 0.00 | 0.00 | 21.18K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 8.15K | SH | $2.24M 2.04% | 0.00 | 0.00 | 8.15K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 34.95K | SH | $2.17M 1.98% | 0.00 | 0.00 | 34.95K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 12.08K | SH | $2.09M 1.91% | 0.00 | 0.00 | 12.08K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 11.81K | SH | $2.04M 1.86% | 0.00 | 0.00 | 11.81K |
NVIDIA CORPORATIONSOLE | COM | 17.75K | SH | $1.92M 1.75% | 0.00 | 0.00 | 17.75K |
VISA INCSOLE | COM CL A | 4.97K | SH | $1.74M 1.59% | 0.00 | 0.00 | 4.97K |
PGIM ETF TRSOLE | PGIM ULTRA SH BD | 30.31K | SH | $1.51M 1.37% | 0.00 | 0.00 | 30.31K |
AMAZON COM INCSOLE | COM | 6.46K | SH | $1.23M 1.12% | 0.00 | 0.00 | 6.46K |
SALESFORCE INCSOLE | COM | 3.90K | SH | $1.05M 0.95% | 0.00 | 0.00 | 3.90K |
ISHARES TRSOLE | SP SMCP600VL ETF | 10.28K | SH | $1.00M 0.91% | 0.00 | 0.00 | 10.28K |
J P MORGAN EXCHANGE TRADED FSOLE | US QUALTY FCTR | 13.72K | SH | $774.9K 0.71% | 0.00 | 0.00 | 13.72K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 23.01K | SH | $762.5K 0.70% | 0.00 | 0.00 | 23.01K |
ORACLE CORPSOLE | COM | 5.21K | SH | $729.1K 0.66% | 0.00 | 0.00 | 5.21K |
GOLDMAN SACHS ETF TRSOLE | ULTRA SHORT BOND | 14.33K | SH | $724.3K 0.66% | 0.00 | 0.00 | 14.33K |
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