Everest Private Wealth
86 holdingsFiling period: 2026-06-30Current AUM: $269.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | 686.6K | $56.3M | $56.7M | 21.01% | +41.5K | 2026-06-30 |
| 2 | GBIL | GOLDMAN SACHS ETF TR | 262.8K | $26.3M | $26.3M | 9.73% | +248.0K | 2026-06-30 |
| 3 | AAEQ | EA SERIES TRUST | 375.9K | $20.0M | $20.4M | 7.54% | -4,547 | 2026-06-30 |
| 4 | GOOG | ALPHABET INC | 50.1K | $17.7M | $17.1M | 6.33% | +6.1K | 2026-06-30 |
| 5 | GOOGL | ALPHABET INC | 44.3K | $15.8M | $15.3M | 5.66% | +687 | 2026-06-30 |
| 6 | NVDA | NVIDIA CORPORATION | 52.9K | $10.6M | $11.2M | 4.16% | +6.0K | 2026-06-30 |
| 7 | AAPL | APPLE INC | 26.5K | $7.7M | $8.8M | 3.26% | +5.1K | 2026-06-30 |
| 8 | VOO | VANGUARD INDEX FDS | 10.4K | $7.1M | $7.2M | 2.68% | +2 | 2026-06-30 |
| 9 | CPAG | RBB FD INC | 65.1K | $6.7M | $6.5M | 2.42% | +56.4K | 2026-06-30 |
| 10 | AAUA | EA SERIES TRUST | 111.6K | $6.4M | $6.5M | 2.40% | -47,025 | 2026-06-30 |
| 11 | AMZN | AMAZON COM INC | 26.0K | $6.2M | $6.5M | 2.39% | +495 | 2026-06-30 |
| 12 | VXUS | VANGUARD STAR FDS | 65.1K | $5.6M | $5.6M | 2.07% | +13.8K | 2026-06-30 |
| 13 | ANET | ARISTA NETWORKS INC | 30.5K | $5.2M | $5.9M | 2.18% | +26.3K | 2026-06-30 |
| 14 | MSFT | MICROSOFT CORP | 13.5K | $5.0M | $6.7M | 2.48% | +4.0K | 2026-06-30 |
| 15 | AVGO | BROADCOM INC | 13.1K | $4.9M | $4.4M | 1.64% | -8,692 | 2026-06-30 |
| 16 | IXUS | ISHARES TR | 51.7K | $4.9M | $4.9M | 1.83% | -- | 2026-06-30 |
| 17 | DFAC | DIMENSIONAL ETF TRUST | 108.0K | $4.8M | $4.8M | 1.79% | -- | 2026-06-30 |
| 18 | VTI | VANGUARD INDEX FDS | 12.8K | $4.7M | $4.8M | 1.76% | +1 | 2026-06-30 |
| 19 | AMAT | APPLIED MATLS INC | 4.4K | $3.2M | $1.8M | 0.68% | -4,845 | 2026-06-30 |
| 20 | GSLC | GOLDMAN SACHS ETF TR | 20.4K | $2.9M | $3.0M | 1.09% | -- | 2026-06-30 |
| 21 | DUHP | DIMENSIONAL ETF TRUST | 59.8K | $2.5M | $2.5M | 0.92% | +630 | 2026-06-30 |
| 22 | V | VISA INC | 7.2K | $2.5M | $2.7M | 1.01% | +2.3K | 2026-06-30 |
| 23 | VTV | VANGUARD INDEX FDS | 11.3K | $2.5M | $2.5M | 0.93% | +7 | 2026-06-30 |
| 24 | RSP | INVESCO EXCHANGE TRADED FD T | 10.9K | $2.3M | $2.3M | 0.86% | +4 | 2026-06-30 |
| 25 | DIHP | DIMENSIONAL ETF TRUST | 61.7K | $2.1M | $2.1M | 0.78% | +14.4K | 2026-06-30 |
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