Filed: 8/5/2025ACC: 0001951757-25-001023
📋 What this filing means
EVEREST MANAGEMENT CORP. filed this quarterly 13F‑HR report disclosing 65 equity positions with a total reported market value of $139.16M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
65
Positions
$139.16M
Total AUM (reported)
1.58M
Total Shares
Allocation by class
US EQUITY MARKET$50.28M36.1%
COM$23.40M16.8%
CAP STK CL A$8.66M6.2%
CAP STK CL C$7.73M5.6%
S&P 500 ETF SHS$5.98M4.3%
US CORE EQUITY 2$4.09M2.9%
CORE MSCI TOTAL$4.00M2.9%
Portfolio Concentration
Top 3$66.67M47.9%
4–10$28.58M20.5%
11–25$26.32M18.9%
Rest$17.59M12.6%
Top 3 weight
47.9%
Top 10 weight
68.4%
Voting Authority Distribution
Total shares with voting rights: 1.58M
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
1.58M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole65
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings65
Rows:
DIMENSIONAL ETF TRUST
SOLEShares750.29K
TypeSH
Market value$50.28M
36.13%
Sole
0.00
Shared
0.00
None
750.29K
ALPHABET INC
SOLEShares49.15K
TypeSH
Market value$8.66M
6.22%
Sole
0.00
Shared
0.00
None
49.15K
ALPHABET INC
SOLEShares43.55K
TypeSH
Market value$7.73M
5.55%
Sole
0.00
Shared
0.00
None
43.55K
VANGUARD INDEX FDS
SOLEShares10.52K
TypeSH
Market value$5.98M
4.30%
Sole
0.00
Shared
0.00
None
10.52K
MICROSOFT CORP
SOLEShares8.33K
TypeSH
Market value$4.14M
2.98%
Sole
0.00
Shared
0.00
None
8.33K
DIMENSIONAL ETF TRUST
SOLEShares114.05K
TypeSH
Market value$4.09M
2.94%
Sole
0.00
Shared
0.00
None
114.05K
ISHARES TR
SOLEShares51.68K
TypeSH
Market value$4.00M
2.87%
Sole
0.00
Shared
0.00
None
51.68K
BROADCOM INC
SOLEShares14.20K
TypeSH
Market value$3.92M
2.81%
Sole
0.00
Shared
0.00
None
14.20K
APPLE INC
SOLEShares16.82K
TypeSH
Market value$3.45M
2.48%
Sole
0.00
Shared
0.00
None
16.82K
NVIDIA CORPORATION
SOLEShares19.02K
TypeSH
Market value$3.01M
2.16%
Sole
0.00
Shared
0.00
None
19.02K
VANGUARD STAR FDS
SOLEShares41.63K
TypeSH
Market value$2.88M
2.07%
Sole
0.00
Shared
0.00
None
41.63K
VANGUARD INDEX FDS
SOLEShares8.47K
TypeSH
Market value$2.57M
1.85%
Sole
0.00
Shared
0.00
None
8.47K
GOLDMAN SACHS ETF TR
SOLEShares21.18K
TypeSH
Market value$2.57M
1.85%
Sole
0.00
Shared
0.00
None
21.18K
INVESCO EXCHANGE TRADED FD T
SOLEShares12.08K
TypeSH
Market value$2.20M
1.58%
Sole
0.00
Shared
0.00
None
12.08K
GOLDMAN SACHS ETF TR
SOLEShares21.52K
TypeSH
Market value$2.15M
1.55%
Sole
0.00
Shared
0.00
None
21.52K
VANGUARD INDEX FDS
SOLEShares11.81K
TypeSH
Market value$2.09M
1.50%
Sole
0.00
Shared
0.00
None
11.81K
VISA INC
SOLEShares5.01K
TypeSH
Market value$1.78M
1.28%
Sole
0.00
Shared
0.00
None
5.01K
AMAZON COM INC
SOLEShares7.14K
TypeSH
Market value$1.57M
1.13%
Sole
0.00
Shared
0.00
None
7.14K
SCHWAB STRATEGIC TR
SOLEShares54.46K
TypeSH
Market value$1.33M
0.96%
Sole
0.00
Shared
0.00
None
54.46K
PGIM ETF TR
SOLEShares26.34K
TypeSH
Market value$1.31M
0.94%
Sole
0.00
Shared
0.00
None
26.34K
SOUND POINT MERIDIAN CAP INC
SOLEShares72.86K
TypeSH
Market value$1.30M
0.94%
Sole
0.00
Shared
0.00
None
72.86K
INTUIT
SOLEShares1.65K
TypeSH
Market value$1.30M
0.93%
Sole
0.00
Shared
0.00
None
1.65K
ORACLE CORP
SOLEShares5.22K
TypeSH
Market value$1.14M
0.82%
Sole
0.00
Shared
0.00
None
5.22K
ISHARES TR
SOLEShares10.75K
TypeSH
Market value$1.08M
0.78%
Sole
0.00
Shared
0.00
None
10.75K
J P MORGAN EXCHANGE TRADED F
SOLEShares17.42K
TypeSH
Market value$1.05M
0.75%
Sole
0.00
Shared
0.00
None
17.42K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 750.29K | SH | $50.28M 36.13% | 0.00 | 0.00 | 750.29K |
ALPHABET INCSOLE | CAP STK CL A | 49.15K | SH | $8.66M 6.22% | 0.00 | 0.00 | 49.15K |
ALPHABET INCSOLE | CAP STK CL C | 43.55K | SH | $7.73M 5.55% | 0.00 | 0.00 | 43.55K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 10.52K | SH | $5.98M 4.30% | 0.00 | 0.00 | 10.52K |
MICROSOFT CORPSOLE | COM | 8.33K | SH | $4.14M 2.98% | 0.00 | 0.00 | 8.33K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 114.05K | SH | $4.09M 2.94% | 0.00 | 0.00 | 114.05K |
ISHARES TRSOLE | CORE MSCI TOTAL | 51.68K | SH | $4.00M 2.87% | 0.00 | 0.00 | 51.68K |
BROADCOM INCSOLE | COM | 14.20K | SH | $3.92M 2.81% | 0.00 | 0.00 | 14.20K |
APPLE INCSOLE | COM | 16.82K | SH | $3.45M 2.48% | 0.00 | 0.00 | 16.82K |
NVIDIA CORPORATIONSOLE | COM | 19.02K | SH | $3.01M 2.16% | 0.00 | 0.00 | 19.02K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 41.63K | SH | $2.88M 2.07% | 0.00 | 0.00 | 41.63K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 8.47K | SH | $2.57M 1.85% | 0.00 | 0.00 | 8.47K |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA US LG | 21.18K | SH | $2.57M 1.85% | 0.00 | 0.00 | 21.18K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 12.08K | SH | $2.20M 1.58% | 0.00 | 0.00 | 12.08K |
GOLDMAN SACHS ETF TRSOLE | ACCES TREASURY | 21.52K | SH | $2.15M 1.55% | 0.00 | 0.00 | 21.52K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 11.81K | SH | $2.09M 1.50% | 0.00 | 0.00 | 11.81K |
VISA INCSOLE | COM CL A | 5.01K | SH | $1.78M 1.28% | 0.00 | 0.00 | 5.01K |
AMAZON COM INCSOLE | COM | 7.14K | SH | $1.57M 1.13% | 0.00 | 0.00 | 7.14K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 54.46K | SH | $1.33M 0.96% | 0.00 | 0.00 | 54.46K |
PGIM ETF TRSOLE | PGIM ULTRA SH BD | 26.34K | SH | $1.31M 0.94% | 0.00 | 0.00 | 26.34K |
SOUND POINT MERIDIAN CAP INCSOLE | COMMON STOCK | 72.86K | SH | $1.30M 0.94% | 0.00 | 0.00 | 72.86K |
INTUITSOLE | COM | 1.65K | SH | $1.30M 0.93% | 0.00 | 0.00 | 1.65K |
ORACLE CORPSOLE | COM | 5.22K | SH | $1.14M 0.82% | 0.00 | 0.00 | 5.22K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 10.75K | SH | $1.08M 0.78% | 0.00 | 0.00 | 10.75K |
J P MORGAN EXCHANGE TRADED FSOLE | US QUALTY FCTR | 17.42K | SH | $1.05M 0.75% | 0.00 | 0.00 | 17.42K |
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