Filed: 2/2/2026ACC: 0001951757-26-000332
📋 What this filing means
EVEREST MANAGEMENT CORP. filed this quarterly 13F‑HR report disclosing 63 equity positions with a total reported market value of $179.31M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
63
Positions
$179.31M
Total AUM (reported)
1.91M
Total Shares
Allocation by class
US EQUITY MARKET$52.12M29.1%
COM$29.67M16.5%
ALPHA ARCHITECT$18.84M10.5%
CAP STK CL A$13.49M7.5%
CAP STK CL C$13.43M7.5%
S&P 500 ETF SHS$6.33M3.5%
TOTAL STK MKT$5.07M2.8%
Portfolio Concentration
Top 3$84.45M47.1%
4–10$43.41M24.2%
11–25$32.78M18.3%
Rest$18.67M10.4%
Top 3 weight
47.1%
Top 10 weight
71.3%
Voting Authority Distribution
Total shares with voting rights: 1.91M
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
1.91M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole63
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings63
Rows:
DIMENSIONAL ETF TRUST
SOLEShares702.76K
TypeSH
Market value$52.12M
29.07%
Sole
0.00
Shared
0.00
None
702.76K
EA SERIES TRUST
SOLEShares381.94K
TypeSH
Market value$18.84M
10.51%
Sole
0.00
Shared
0.00
None
381.94K
ALPHABET INC
SOLEShares43.09K
TypeSH
Market value$13.49M
7.52%
Sole
0.00
Shared
0.00
None
43.09K
ALPHABET INC
SOLEShares42.80K
TypeSH
Market value$13.43M
7.49%
Sole
0.00
Shared
0.00
None
42.80K
VANGUARD INDEX FDS
SOLEShares10.09K
TypeSH
Market value$6.33M
3.53%
Sole
0.00
Shared
0.00
None
10.09K
AMAZON COM INC
SOLEShares23.80K
TypeSH
Market value$5.49M
3.06%
Sole
0.00
Shared
0.00
None
23.80K
VANGUARD INDEX FDS
SOLEShares15.13K
TypeSH
Market value$5.07M
2.83%
Sole
0.00
Shared
0.00
None
15.13K
MICROSOFT CORP
SOLEShares9.16K
TypeSH
Market value$4.43M
2.47%
Sole
0.00
Shared
0.00
None
9.16K
ISHARES TR
SOLEShares51.68K
TypeSH
Market value$4.37M
2.44%
Sole
0.00
Shared
0.00
None
51.68K
NVIDIA CORPORATION
SOLEShares22.96K
TypeSH
Market value$4.28M
2.39%
Sole
0.00
Shared
0.00
None
22.96K
DIMENSIONAL ETF TRUST
SOLEShares108.05K
TypeSH
Market value$4.28M
2.39%
Sole
0.00
Shared
0.00
None
108.05K
BROADCOM INC
SOLEShares10.85K
TypeSH
Market value$3.76M
2.09%
Sole
0.00
Shared
0.00
None
10.85K
VANGUARD STAR FDS
SOLEShares48.91K
TypeSH
Market value$3.69M
2.06%
Sole
0.00
Shared
0.00
None
48.91K
APPLE INC
SOLEShares12.09K
TypeSH
Market value$3.29M
1.83%
Sole
0.00
Shared
0.00
None
12.09K
GOLDMAN SACHS ETF TR
SOLEShares20.42K
TypeSH
Market value$2.70M
1.51%
Sole
0.00
Shared
0.00
None
20.42K
VANGUARD INDEX FDS
SOLEShares11.22K
TypeSH
Market value$2.14M
1.19%
Sole
0.00
Shared
0.00
None
11.22K
INVESCO EXCHANGE TRADED FD T
SOLEShares10.86K
TypeSH
Market value$2.08M
1.16%
Sole
0.00
Shared
0.00
None
10.86K
GOLDMAN SACHS ETF TR
SOLEShares19.24K
TypeSH
Market value$1.92M
1.07%
Sole
0.00
Shared
0.00
None
19.24K
VISA INC
SOLEShares4.89K
TypeSH
Market value$1.71M
0.96%
Sole
0.00
Shared
0.00
None
4.89K
DIMENSIONAL ETF TRUST
SOLEShares42.87K
TypeSH
Market value$1.36M
0.76%
Sole
0.00
Shared
0.00
None
42.87K
ISHARES TR
SOLEShares1.97K
TypeSH
Market value$1.35M
0.75%
Sole
0.00
Shared
0.00
None
1.97K
ORACLE CORP
SOLEShares6.25K
TypeSH
Market value$1.22M
0.68%
Sole
0.00
Shared
0.00
None
6.25K
J P MORGAN EXCHANGE TRADED F
SOLEShares17.44K
TypeSH
Market value$1.10M
0.61%
Sole
0.00
Shared
0.00
None
17.44K
SOUND POINT MERIDIAN CAP INC
SOLEShares79.80K
TypeSH
Market value$1.10M
0.61%
Sole
0.00
Shared
0.00
None
79.80K
PGIM ETF TR
SOLEShares21.81K
TypeSH
Market value$1.08M
0.60%
Sole
0.00
Shared
0.00
None
21.81K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 702.76K | SH | $52.12M 29.07% | 0.00 | 0.00 | 702.76K |
EA SERIES TRUSTSOLE | ALPHA ARCHITECT | 381.94K | SH | $18.84M 10.51% | 0.00 | 0.00 | 381.94K |
ALPHABET INCSOLE | CAP STK CL A | 43.09K | SH | $13.49M 7.52% | 0.00 | 0.00 | 43.09K |
ALPHABET INCSOLE | CAP STK CL C | 42.80K | SH | $13.43M 7.49% | 0.00 | 0.00 | 42.80K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 10.09K | SH | $6.33M 3.53% | 0.00 | 0.00 | 10.09K |
AMAZON COM INCSOLE | COM | 23.80K | SH | $5.49M 3.06% | 0.00 | 0.00 | 23.80K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 15.13K | SH | $5.07M 2.83% | 0.00 | 0.00 | 15.13K |
MICROSOFT CORPSOLE | COM | 9.16K | SH | $4.43M 2.47% | 0.00 | 0.00 | 9.16K |
ISHARES TRSOLE | CORE MSCI TOTAL | 51.68K | SH | $4.37M 2.44% | 0.00 | 0.00 | 51.68K |
NVIDIA CORPORATIONSOLE | COM | 22.96K | SH | $4.28M 2.39% | 0.00 | 0.00 | 22.96K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 108.05K | SH | $4.28M 2.39% | 0.00 | 0.00 | 108.05K |
BROADCOM INCSOLE | COM | 10.85K | SH | $3.76M 2.09% | 0.00 | 0.00 | 10.85K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 48.91K | SH | $3.69M 2.06% | 0.00 | 0.00 | 48.91K |
APPLE INCSOLE | COM | 12.09K | SH | $3.29M 1.83% | 0.00 | 0.00 | 12.09K |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA US LG | 20.42K | SH | $2.70M 1.51% | 0.00 | 0.00 | 20.42K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 11.22K | SH | $2.14M 1.19% | 0.00 | 0.00 | 11.22K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 10.86K | SH | $2.08M 1.16% | 0.00 | 0.00 | 10.86K |
GOLDMAN SACHS ETF TRSOLE | ACCES TREASURY | 19.24K | SH | $1.92M 1.07% | 0.00 | 0.00 | 19.24K |
VISA INCSOLE | COM CL A | 4.89K | SH | $1.71M 0.96% | 0.00 | 0.00 | 4.89K |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 42.87K | SH | $1.36M 0.76% | 0.00 | 0.00 | 42.87K |
ISHARES TRSOLE | CORE S&P500 ETF | 1.97K | SH | $1.35M 0.75% | 0.00 | 0.00 | 1.97K |
ORACLE CORPSOLE | COM | 6.25K | SH | $1.22M 0.68% | 0.00 | 0.00 | 6.25K |
J P MORGAN EXCHANGE TRADED FSOLE | US QUALTY FCTR | 17.44K | SH | $1.10M 0.61% | 0.00 | 0.00 | 17.44K |
SOUND POINT MERIDIAN CAP INCSOLE | COMMON STOCK | 79.80K | SH | $1.10M 0.61% | 0.00 | 0.00 | 79.80K |
PGIM ETF TRSOLE | PGIM ULTRA SH BD | 21.81K | SH | $1.08M 0.60% | 0.00 | 0.00 | 21.81K |
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