Everest Private Wealth
86 holdingsFiling period: 2026-06-30Current AUM: $271.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional ETF Trust | 686.6K | $56.3M | $57.4M | 21.13% | +41.5K | 2026-06-30 |
| 2 | GBIL | Goldman Sachs ETF TR | 262.8K | $26.3M | $26.3M | 9.67% | +248.0K | 2026-06-30 |
| 3 | AAEQ | EA Series Trust | 375.9K | $20.0M | $20.7M | 7.61% | -4,547 | 2026-06-30 |
| 4 | GOOG | Alphabet Inc | 50.1K | $17.7M | $16.8M | 6.20% | +6.1K | 2026-06-30 |
| 5 | GOOGL | Alphabet Inc | 44.3K | $15.8M | $15.1M | 5.54% | +687 | 2026-06-30 |
| 6 | NVDA | NVIDIA Corporation | 52.9K | $10.6M | $11.4M | 4.21% | +6.0K | 2026-06-30 |
| 7 | AAPL | Apple Inc | 26.5K | $7.7M | $9.0M | 3.31% | +5.1K | 2026-06-30 |
| 8 | VOO | Vanguard Index Fds | 10.4K | $7.1M | $7.3M | 2.70% | +2 | 2026-06-30 |
| 9 | CPAG | Rbb FD Inc | 65.1K | $6.7M | $6.5M | 2.39% | +56.4K | 2026-06-30 |
| 10 | AAUA | EA Series Trust | 111.6K | $6.4M | $6.6M | 2.42% | -47,025 | 2026-06-30 |
| 11 | AMZN | Amazon.com Inc | 26.0K | $6.2M | $6.8M | 2.51% | +495 | 2026-06-30 |
| 12 | VXUS | Vanguard Star Fds | 65.1K | $5.6M | $5.4M | 2.00% | +13.8K | 2026-06-30 |
| 13 | ANET | Arista Networks Inc | 30.5K | $5.2M | $5.5M | 2.04% | +26.3K | 2026-06-30 |
| 14 | MSFT | Microsoft Corp | 13.5K | $5.0M | $7.2M | 2.64% | +4.0K | 2026-06-30 |
| 15 | AVGO | Broadcom Inc | 13.1K | $4.9M | $4.4M | 1.61% | -8,692 | 2026-06-30 |
| 16 | IXUS | iShares TR | 51.7K | $4.9M | $4.8M | 1.78% | -- | 2026-06-30 |
| 17 | DFAC | Dimensional ETF Trust | 108.0K | $4.8M | $4.9M | 1.79% | -- | 2026-06-30 |
| 18 | VTI | Vanguard Index Fds | 12.8K | $4.7M | $4.8M | 1.77% | +1 | 2026-06-30 |
| 19 | AMAT | Applied Matls Inc | 4.4K | $3.2M | $1.8M | 0.65% | -4,845 | 2026-06-30 |
| 20 | GSLC | Goldman Sachs ETF TR | 20.4K | $2.9M | $3.0M | 1.10% | -- | 2026-06-30 |
| 21 | DUHP | Dimensional ETF Trust | 59.8K | $2.5M | $2.5M | 0.94% | +630 | 2026-06-30 |
| 22 | V | Visa Inc | 7.2K | $2.5M | $2.9M | 1.08% | +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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