Filed: 11/6/2025ACC: 0001951757-25-001285
📋 What this filing means
EVEREST MANAGEMENT CORP. filed this quarterly 13F‑HR report disclosing 67 equity positions with a total reported market value of $156.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
67
Positions
$156.87M
Total AUM (reported)
1.63M
Total Shares
Allocation by class
US EQUITY MARKET$54.82M34.9%
COM$26.82M17.1%
CAP STK CL A$10.58M6.7%
CAP STK CL C$10.30M6.6%
S&P 500 ETF SHS$6.50M4.1%
US CORE EQUITY 2$4.40M2.8%
CORE MSCI TOTAL$4.27M2.7%
Portfolio Concentration
Top 3$75.70M48.3%
4–10$32.30M20.6%
11–25$29.72M18.9%
Rest$19.15M12.2%
Top 3 weight
48.3%
Top 10 weight
68.8%
Voting Authority Distribution
Total shares with voting rights: 1.63M
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
1.63M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole67
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings67
Rows:
DIMENSIONAL ETF TRUST
SOLEShares756.73K
TypeSH
Market value$54.82M
34.95%
Sole
0.00
Shared
0.00
None
756.73K
ALPHABET INC
SOLEShares43.51K
TypeSH
Market value$10.58M
6.74%
Sole
0.00
Shared
0.00
None
43.51K
ALPHABET INC
SOLEShares42.30K
TypeSH
Market value$10.30M
6.57%
Sole
0.00
Shared
0.00
None
42.30K
VANGUARD INDEX FDS
SOLEShares10.62K
TypeSH
Market value$6.50M
4.14%
Sole
0.00
Shared
0.00
None
10.62K
BROADCOM INC
SOLEShares14.15K
TypeSH
Market value$4.67M
2.98%
Sole
0.00
Shared
0.00
None
14.15K
APPLE INC
SOLEShares17.29K
TypeSH
Market value$4.40M
2.81%
Sole
0.00
Shared
0.00
None
17.29K
DIMENSIONAL ETF TRUST
SOLEShares114.05K
TypeSH
Market value$4.40M
2.80%
Sole
0.00
Shared
0.00
None
114.05K
MICROSOFT CORP
SOLEShares8.47K
TypeSH
Market value$4.39M
2.80%
Sole
0.00
Shared
0.00
None
8.47K
ISHARES TR
SOLEShares51.68K
TypeSH
Market value$4.27M
2.72%
Sole
0.00
Shared
0.00
None
51.68K
GOLDMAN SACHS ETF TR
SOLEShares36.68K
TypeSH
Market value$3.68M
2.34%
Sole
0.00
Shared
0.00
None
36.68K
NVIDIA CORPORATION
SOLEShares19.57K
TypeSH
Market value$3.65M
2.33%
Sole
0.00
Shared
0.00
None
19.57K
VANGUARD STAR FDS
SOLEShares48.48K
TypeSH
Market value$3.56M
2.27%
Sole
0.00
Shared
0.00
None
48.48K
VANGUARD INDEX FDS
SOLEShares8.87K
TypeSH
Market value$2.91M
1.85%
Sole
0.00
Shared
0.00
None
8.87K
GOLDMAN SACHS ETF TR
SOLEShares21.18K
TypeSH
Market value$2.76M
1.76%
Sole
0.00
Shared
0.00
None
21.18K
INVESCO EXCHANGE TRADED FD T
SOLEShares12.09K
TypeSH
Market value$2.29M
1.46%
Sole
0.00
Shared
0.00
None
12.09K
VANGUARD INDEX FDS
SOLEShares11.81K
TypeSH
Market value$2.20M
1.40%
Sole
0.00
Shared
0.00
None
11.81K
VISA INC
SOLEShares5.01K
TypeSH
Market value$1.71M
1.09%
Sole
0.00
Shared
0.00
None
5.01K
AMAZON COM INC
SOLEShares7.33K
TypeSH
Market value$1.61M
1.03%
Sole
0.00
Shared
0.00
None
7.33K
ORACLE CORP
SOLEShares5.26K
TypeSH
Market value$1.48M
0.94%
Sole
0.00
Shared
0.00
None
5.26K
SCHWAB STRATEGIC TR
SOLEShares54.46K
TypeSH
Market value$1.43M
0.91%
Sole
0.00
Shared
0.00
None
54.46K
SOUND POINT MERIDIAN CAP INC
SOLEShares75.56K
TypeSH
Market value$1.31M
0.84%
Sole
0.00
Shared
0.00
None
75.56K
DIMENSIONAL ETF TRUST
SOLEShares42.87K
TypeSH
Market value$1.30M
0.83%
Sole
0.00
Shared
0.00
None
42.87K
PGIM ETF TR
SOLEShares24.70K
TypeSH
Market value$1.23M
0.78%
Sole
0.00
Shared
0.00
None
24.70K
ISHARES TR
SOLEShares10.28K
TypeSH
Market value$1.14M
0.72%
Sole
0.00
Shared
0.00
None
10.28K
INTUIT
SOLEShares1.65K
TypeSH
Market value$1.13M
0.72%
Sole
0.00
Shared
0.00
None
1.65K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 756.73K | SH | $54.82M 34.95% | 0.00 | 0.00 | 756.73K |
ALPHABET INCSOLE | CAP STK CL A | 43.51K | SH | $10.58M 6.74% | 0.00 | 0.00 | 43.51K |
ALPHABET INCSOLE | CAP STK CL C | 42.30K | SH | $10.30M 6.57% | 0.00 | 0.00 | 42.30K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 10.62K | SH | $6.50M 4.14% | 0.00 | 0.00 | 10.62K |
BROADCOM INCSOLE | COM | 14.15K | SH | $4.67M 2.98% | 0.00 | 0.00 | 14.15K |
APPLE INCSOLE | COM | 17.29K | SH | $4.40M 2.81% | 0.00 | 0.00 | 17.29K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 114.05K | SH | $4.40M 2.80% | 0.00 | 0.00 | 114.05K |
MICROSOFT CORPSOLE | COM | 8.47K | SH | $4.39M 2.80% | 0.00 | 0.00 | 8.47K |
ISHARES TRSOLE | CORE MSCI TOTAL | 51.68K | SH | $4.27M 2.72% | 0.00 | 0.00 | 51.68K |
GOLDMAN SACHS ETF TRSOLE | ACCES TREASURY | 36.68K | SH | $3.68M 2.34% | 0.00 | 0.00 | 36.68K |
NVIDIA CORPORATIONSOLE | COM | 19.57K | SH | $3.65M 2.33% | 0.00 | 0.00 | 19.57K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 48.48K | SH | $3.56M 2.27% | 0.00 | 0.00 | 48.48K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 8.87K | SH | $2.91M 1.85% | 0.00 | 0.00 | 8.87K |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA US LG | 21.18K | SH | $2.76M 1.76% | 0.00 | 0.00 | 21.18K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 12.09K | SH | $2.29M 1.46% | 0.00 | 0.00 | 12.09K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 11.81K | SH | $2.20M 1.40% | 0.00 | 0.00 | 11.81K |
VISA INCSOLE | COM CL A | 5.01K | SH | $1.71M 1.09% | 0.00 | 0.00 | 5.01K |
AMAZON COM INCSOLE | COM | 7.33K | SH | $1.61M 1.03% | 0.00 | 0.00 | 7.33K |
ORACLE CORPSOLE | COM | 5.26K | SH | $1.48M 0.94% | 0.00 | 0.00 | 5.26K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 54.46K | SH | $1.43M 0.91% | 0.00 | 0.00 | 54.46K |
SOUND POINT MERIDIAN CAP INCSOLE | COMMON STOCK | 75.56K | SH | $1.31M 0.84% | 0.00 | 0.00 | 75.56K |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 42.87K | SH | $1.30M 0.83% | 0.00 | 0.00 | 42.87K |
PGIM ETF TRSOLE | PGIM ULTRA SH BD | 24.70K | SH | $1.23M 0.78% | 0.00 | 0.00 | 24.70K |
ISHARES TRSOLE | SP SMCP600VL ETF | 10.28K | SH | $1.14M 0.72% | 0.00 | 0.00 | 10.28K |
INTUITSOLE | COM | 1.65K | SH | $1.13M 0.72% | 0.00 | 0.00 | 1.65K |
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