Filed: 5/7/2026ACC: 0001951757-26-000786
📋 What this filing means
EVEREST MANAGEMENT CORP. filed this quarterly 13F‑HR report disclosing 72 equity positions with a total reported market value of $197.42M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
72
Positions
$197.42M
Total AUM (reported)
2.39M
Total Shares
Allocation by class
US EQUITY MARKET$45.74M23.2%
COM$42.95M21.8%
ALPHA ARCHITECT$25.46M12.9%
CAP STK CL C$12.61M6.4%
CAP STK CL A$12.54M6.4%
S&P 500 ETF SHS$6.20M3.1%
CL A COM STK$5.61M2.8%
Portfolio Concentration
Top 3$76.05M38.5%
4–10$52.45M26.6%
11–25$44.13M22.4%
Rest$24.80M12.6%
Top 3 weight
38.5%
Top 10 weight
65.1%
Voting Authority Distribution
Total shares with voting rights: 2.39M
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
2.39M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole72
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings72
Rows:
DIMENSIONAL ETF TRUST
SOLEShares645.08K
TypeSH
Market value$45.74M
23.17%
Sole
0.00
Shared
0.00
None
645.08K
EA SERIES TRUST
SOLEShares380.49K
TypeSH
Market value$17.70M
8.97%
Sole
0.00
Shared
0.00
None
380.49K
ALPHABET INC
SOLEShares43.95K
TypeSH
Market value$12.61M
6.39%
Sole
0.00
Shared
0.00
None
43.95K
ALPHABET INC
SOLEShares43.60K
TypeSH
Market value$12.54M
6.35%
Sole
0.00
Shared
0.00
None
43.60K
NVIDIA CORPORATION
SOLEShares46.87K
TypeSH
Market value$8.17M
4.14%
Sole
0.00
Shared
0.00
None
46.87K
EA SERIES TRUST
SOLEShares158.60K
TypeSH
Market value$7.76M
3.93%
Sole
0.00
Shared
0.00
None
158.60K
BROADCOM INC
SOLEShares21.76K
TypeSH
Market value$6.73M
3.41%
Sole
0.00
Shared
0.00
None
21.76K
VANGUARD INDEX FDS
SOLEShares10.37K
TypeSH
Market value$6.20M
3.14%
Sole
0.00
Shared
0.00
None
10.37K
ARES MANAGEMENT CORPORATION
SOLEShares224.15K
TypeSH
Market value$5.61M
2.84%
Sole
0.00
Shared
0.00
None
224.15K
APPLE INC
SOLEShares21.39K
TypeSH
Market value$5.43M
2.75%
Sole
0.00
Shared
0.00
None
21.39K
AMAZON COM INC
SOLEShares25.48K
TypeSH
Market value$5.31M
2.69%
Sole
0.00
Shared
0.00
None
25.48K
ISHARES TR
SOLEShares51.68K
TypeSH
Market value$4.48M
2.27%
Sole
0.00
Shared
0.00
None
51.68K
DIMENSIONAL ETF TRUST
SOLEShares108.05K
TypeSH
Market value$4.20M
2.13%
Sole
0.00
Shared
0.00
None
108.05K
VANGUARD INDEX FDS
SOLEShares12.77K
TypeSH
Market value$4.10M
2.08%
Sole
0.00
Shared
0.00
None
12.77K
VANGUARD STAR FDS
SOLEShares51.30K
TypeSH
Market value$3.96M
2.00%
Sole
0.00
Shared
0.00
None
51.30K
MICROSOFT CORP
SOLEShares9.50K
TypeSH
Market value$3.52M
1.78%
Sole
0.00
Shared
0.00
None
9.50K
APPLIED MATLS INC
SOLEShares9.22K
TypeSH
Market value$3.15M
1.60%
Sole
0.00
Shared
0.00
None
9.22K
GOLDMAN SACHS ETF TR
SOLEShares20.42K
TypeSH
Market value$2.56M
1.29%
Sole
0.00
Shared
0.00
None
20.42K
VANGUARD INDEX FDS
SOLEShares11.29K
TypeSH
Market value$2.21M
1.12%
Sole
0.00
Shared
0.00
None
11.29K
DIMENSIONAL ETF TRUST
SOLEShares59.19K
TypeSH
Market value$2.18M
1.10%
Sole
0.00
Shared
0.00
None
59.19K
INVESCO EXCHANGE TRADED FD T
SOLEShares10.87K
TypeSH
Market value$2.09M
1.06%
Sole
0.00
Shared
0.00
None
10.87K
GOLDMAN SACHS ETF TR
SOLEShares37.42K
TypeSH
Market value$1.89M
0.96%
Sole
0.00
Shared
0.00
None
37.42K
DIMENSIONAL ETF TRUST
SOLEShares47.34K
TypeSH
Market value$1.53M
0.77%
Sole
0.00
Shared
0.00
None
47.34K
VISA INC
SOLEShares4.92K
TypeSH
Market value$1.49M
0.75%
Sole
0.00
Shared
0.00
None
4.92K
GOLDMAN SACHS ETF TR
SOLEShares14.82K
TypeSH
Market value$1.48M
0.75%
Sole
0.00
Shared
0.00
None
14.82K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 645.08K | SH | $45.74M 23.17% | 0.00 | 0.00 | 645.08K |
EA SERIES TRUSTSOLE | ALPHA ARCHITECT | 380.49K | SH | $17.70M 8.97% | 0.00 | 0.00 | 380.49K |
ALPHABET INCSOLE | CAP STK CL C | 43.95K | SH | $12.61M 6.39% | 0.00 | 0.00 | 43.95K |
ALPHABET INCSOLE | CAP STK CL A | 43.60K | SH | $12.54M 6.35% | 0.00 | 0.00 | 43.60K |
NVIDIA CORPORATIONSOLE | COM | 46.87K | SH | $8.17M 4.14% | 0.00 | 0.00 | 46.87K |
EA SERIES TRUSTSOLE | ALPHA ARCHITECT | 158.60K | SH | $7.76M 3.93% | 0.00 | 0.00 | 158.60K |
BROADCOM INCSOLE | COM | 21.76K | SH | $6.73M 3.41% | 0.00 | 0.00 | 21.76K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 10.37K | SH | $6.20M 3.14% | 0.00 | 0.00 | 10.37K |
ARES MANAGEMENT CORPORATIONSOLE | CL A COM STK | 224.15K | SH | $5.61M 2.84% | 0.00 | 0.00 | 224.15K |
APPLE INCSOLE | COM | 21.39K | SH | $5.43M 2.75% | 0.00 | 0.00 | 21.39K |
AMAZON COM INCSOLE | COM | 25.48K | SH | $5.31M 2.69% | 0.00 | 0.00 | 25.48K |
ISHARES TRSOLE | CORE MSCI TOTAL | 51.68K | SH | $4.48M 2.27% | 0.00 | 0.00 | 51.68K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 108.05K | SH | $4.20M 2.13% | 0.00 | 0.00 | 108.05K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 12.77K | SH | $4.10M 2.08% | 0.00 | 0.00 | 12.77K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 51.30K | SH | $3.96M 2.00% | 0.00 | 0.00 | 51.30K |
MICROSOFT CORPSOLE | COM | 9.50K | SH | $3.52M 1.78% | 0.00 | 0.00 | 9.50K |
APPLIED MATLS INCSOLE | COM | 9.22K | SH | $3.15M 1.60% | 0.00 | 0.00 | 9.22K |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA US LG | 20.42K | SH | $2.56M 1.29% | 0.00 | 0.00 | 20.42K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 11.29K | SH | $2.21M 1.12% | 0.00 | 0.00 | 11.29K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 59.19K | SH | $2.18M 1.10% | 0.00 | 0.00 | 59.19K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 10.87K | SH | $2.09M 1.06% | 0.00 | 0.00 | 10.87K |
GOLDMAN SACHS ETF TRSOLE | ULTRA SHORT BOND | 37.42K | SH | $1.89M 0.96% | 0.00 | 0.00 | 37.42K |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 47.34K | SH | $1.53M 0.77% | 0.00 | 0.00 | 47.34K |
VISA INCSOLE | COM CL A | 4.92K | SH | $1.49M 0.75% | 0.00 | 0.00 | 4.92K |
GOLDMAN SACHS ETF TRSOLE | ACCES TREASURY | 14.82K | SH | $1.48M 0.75% | 0.00 | 0.00 | 14.82K |
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