Everest Private Wealth

CUPERTINO, CA

$268m in 85 US stocks at the end of 30 June 2026. The top 10 are 65.1% of the money. It changed about 16.9% of the portfolio this quarter.

Value

$268m

Stocks

Top 10 share

65.1%

Turnover

16.9%

What changed this quarter

New

Bought for the first time this quarter.

SynopsysSNPS
0.6% of the fund
Invesco Exch Traded FD TR IIEQAL
0.4% of the fund
IntelINTC
0.2% of the fund
Ishares TRSOXX
0.1% of the fund
CrowdStrike HoldingsCRWD
0.1% of the fund
SandiskSNDK
0.1% of the fund
Cadence Design SystemsCDNS
0.1% of the fund
UnitedHealth GroupUNH
0.1% of the fund
Schwab Strategic TRSCHD
0.1% of the fund
CaterpillarCAT
0.1% of the fund
Lam ResearchLRCX
0.1% of the fund
Seagate Technology HoldingsSTX
<0.1% of the fund
MerckMRK
<0.1% of the fund
Procter & GamblePG
<0.1% of the fund
International Business MachinesIBM
<0.1% of the fund
Morgan StanleyMS
<0.1% of the fund
ChevronCVX
<0.1% of the fund

Added

Bought more of a stock they already held.

Dimensional ETF TrustDFUS
21.0% of the fund
+6%
Goldman Sachs ETF TRGBIL
9.8% of the fund
+1673%
AlphabetGOOG
6.6% of the fund
+14%
NvidiaNVDA
3.9% of the fund
+13%
AppleAAPL
2.9% of the fund
+24%
RBB FDCPAG
2.5% of the fund
+644%
Vanguard Star FDSVXUS
2.1% of the fund
+27%
Arista NetworksANET
1.9% of the fund
+626%
MicrosoftMSFT
1.9% of the fund
+42%
VisaV
0.9% of the fund
+47%
Dimensional ETF TrustDIHP
0.8% of the fund
+30%
OracleORCL
0.6% of the fund
+30%
Advanced Micro DevicesAMD
0.5% of the fund
+7%
TeslaTSLA
0.5% of the fund
+60%
Meta PlatformsMETA
0.4% of the fund
+50%
Sound Point Meridian CapitalSPMC
0.4% of the fund
+4%
Cisco SystemsCSCO
0.4% of the fund
+8%
Wisdomtree TRDGS
0.3% of the fund
+5%
Berkshire HathawayBRK-B
0.2% of the fund
+8%
JPMorgan ChaseJPM
0.2% of the fund
+4%
Western DigitalWDC
0.2% of the fund
+13%
Vanguard World FDVGT
0.2% of the fund
+12%
Dimensional ETF TrustDEHP
0.2% of the fund
+43%
Costco WholesaleCOST
0.2% of the fund
+5%
Johnson & JohnsonJNJ
0.1% of the fund
+15%

Cut

Sold some of their stake.

EA Series TrustAAUA
2.4% of the fund
-30%
BroadcomAVGO
1.8% of the fund
-40%
Applied MaterialsAMAT
1.2% of the fund
-53%
Micron TechnologyMU
0.5% of the fund
-44%
Pgim ETF TRPULS
0.3% of the fund
-24%
WalmartWMT
0.2% of the fund
-52%
Goldman Sachs ETF TRGSST
0.2% of the fund
-66%
Eli LillyLLY
0.2% of the fund
-24%
SalesforceCRM
0.2% of the fund
-8%
KLAKLAC
0.2% of the fund
-3%
Pgim ETF TRPAAA
0.1% of the fund
-27%
AbbVieABBV
0.1% of the fund
-8%
General ElectricGE
0.1% of the fund
-10%
MastercardMA
<0.1% of the fund
-3%

Sold out

Sold their entire stake.

Holdings

Dimensional ETF TrustDFUS
Share
21.0%
Value
$56m
Shares
686,579
+6%
Goldman Sachs ETF TRGBIL
Share
9.8%
Value
$26m
Shares
262,807
+1673%
EA Series TrustAAEQ
Share
7.5%
Value
$20m
Shares
375,942
Held
AlphabetGOOG
Share
6.6%
Value
$18m
Shares
50,067
+14%
AlphabetGOOGL
Share
5.9%
Value
$16m
Shares
44,289
Held
NvidiaNVDA
Share
3.9%
Value
$11m
Shares
52,884
+13%
AppleAAPL
Share
2.9%
Value
$8m
Shares
26,528
+24%
Vanguard Index FDSVOO
Share
2.7%
Value
$7m
Shares
10,376
Held
RBB FDCPAG
Share
2.5%
Value
$7m
Shares
65,135
+644%
EA Series TrustAAUA
Share
2.4%
Value
$6m
Shares
111,578
-30%
Amazon.comAMZN
Share
2.3%
Value
$6m
Shares
25,978
Held
Vanguard Star FDSVXUS
Share
2.1%
Value
$6m
Shares
65,060
+27%
Arista NetworksANET
Share
1.9%
Value
$5m
Shares
30,537
+626%
MicrosoftMSFT
Share
1.9%
Value
$5m
Shares
13,487
+42%
BroadcomAVGO
Share
1.8%
Value
$5m
Shares
13,067
-40%
Ishares TRIXUS
Share
1.8%
Value
$5m
Shares
51,676
Held
Dimensional ETF TrustDFAC
Share
1.8%
Value
$5m
Shares
108,049
Held
Vanguard Index FDSVTI
Share
1.8%
Value
$5m
Shares
12,771
Held
Applied MaterialsAMAT
Share
1.2%
Value
$3m
Shares
4,375
-53%
Goldman Sachs ETF TRGSLC
Share
1.1%
Value
$3m
Shares
20,422
Held
Dimensional ETF TrustDUHP
Share
0.9%
Value
$2m
Shares
59,820
Held
VisaV
Share
0.9%
Value
$2m
Shares
7,223
+47%
Vanguard Index FDSVTV
Share
0.9%
Value
$2m
Shares
11,294
Held
Invesco Exchange Traded FD TRSP
Share
0.9%
Value
$2m
Shares
10,870
Held
Dimensional ETF TrustDIHP
Share
0.8%
Value
$2m
Shares
61,708
+30%
SynopsysSNPS
Share
0.6%
Value
$2m
Shares
3,665
New
OracleORCL
Share
0.6%
Value
$2m
Shares
10,505
+30%
Advanced Micro DevicesAMD
Share
0.5%
Value
$1m
Shares
2,376
+7%
TeslaTSLA
Share
0.5%
Value
$1m
Shares
3,076
+60%
Ishares TRIVV
Share
0.5%
Value
$1m
Shares
1,716
Held
Micron TechnologyMU
Share
0.5%
Value
$1m
Shares
1,104
-44%
J P Morgan Exchange Traded FJQUA
Share
0.5%
Value
$1m
Shares
17,006
Held
Ishares TRIJS
Share
0.4%
Value
$1m
Shares
8,216
Held
Meta PlatformsMETA
Share
0.4%
Value
$1m
Shares
1,954
+50%
Invesco Exch Traded FD TR IIEQAL
Share
0.4%
Value
$1m
Shares
16,993
New
Sound Point Meridian CapitalSPMC
Share
0.4%
Value
$994,326
Shares
100,437
+4%
Cisco SystemsCSCO
Share
0.4%
Value
$989,131
Shares
8,421
+8%
Wisdomtree TRDGS
Share
0.3%
Value
$878,833
Shares
13,581
+5%
Pgim ETF TRPULS
Share
0.3%
Value
$859,662
Shares
17,349
-24%
WalmartWMT
Share
0.2%
Value
$647,281
Shares
5,715
-52%
Goldman Sachs ETF TRGSST
Share
0.2%
Value
$634,323
Shares
12,542
-66%
Vanguard Scottsdale FDSVGIT
Share
0.2%
Value
$632,030
Shares
10,716
Held
Vanguard Index FDSVUG
Share
0.2%
Value
$621,865
Shares
7,219
Held
Berkshire HathawayBRK-B
Share
0.2%
Value
$615,980
Shares
1,231
+8%
Eli LillyLLY
Share
0.2%
Value
$612,909
Shares
511
-24%
JPMorgan ChaseJPM
Share
0.2%
Value
$566,281
Shares
1,730
+4%
Western DigitalWDC
Share
0.2%
Value
$551,215
Shares
863
+13%
Vanguard Charlotte FDSBNDX
Share
0.2%
Value
$527,015
Shares
10,882
Held
SalesforceCRM
Share
0.2%
Value
$524,811
Shares
3,350
-8%
Vanguard World FDVGT
Share
0.2%
Value
$451,308
Shares
3,776
+12%
Dimensional ETF TrustDEHP
Share
0.2%
Value
$449,171
Shares
10,502
+43%
IntelINTC
Share
0.2%
Value
$446,537
Shares
3,198
New
Vanguard Tax-Managed FDSVEA
Share
0.2%
Value
$443,460
Shares
6,224
Held
IsharesIEMG
Share
0.2%
Value
$437,892
Shares
5,286
Held
IntuitINTU
Share
0.2%
Value
$431,172
Shares
1,652
Held
Costco WholesaleCOST
Share
0.2%
Value
$424,703
Shares
454
+5%
KLAKLAC
Share
0.2%
Value
$412,739
Shares
1,368
-3%
Ishares TRSOXX
Share
0.1%
Value
$384,456
Shares
600
New
Johnson & JohnsonJNJ
Share
0.1%
Value
$365,591
Shares
1,440
+15%
Pgim ETF TRPAAA
Share
0.1%
Value
$356,018
Shares
6,944
-27%
ExxonMobil HoldingsXOM
Share
0.1%
Value
$351,507
Shares
2,571
+3%
CrowdStrike HoldingsCRWD
Share
0.1%
Value
$345,702
Shares
453
New
SandiskSNDK
Share
0.1%
Value
$334,238
Shares
147
New
Cadence Design SystemsCDNS
Share
0.1%
Value
$331,408
Shares
883
New
Ishares TRIVW
Share
0.1%
Value
$331,172
Shares
2,408
Held
GE VernovaGEV
Share
0.1%
Value
$323,086
Shares
275
+12%
Dimensional ETF TrustDFAX
Share
0.1%
Value
$316,271
Shares
8,585
Held
AbbVieABBV
Share
0.1%
Value
$315,053
Shares
1,252
-8%
UnitedHealth GroupUNH
Share
0.1%
Value
$313,503
Shares
754
New
Schwab Strategic TRSCHD
Share
0.1%
Value
$310,441
Shares
9,790
New
Schwab Strategic TRSCHF
Share
0.1%
Value
$304,922
Shares
11,008
Held
ZscalerZS
Share
0.1%
Value
$304,319
Shares
2,156
+41%
Spdr Index SHS FDSEWX
Share
0.1%
Value
$302,719
Shares
4,074
Held
CaterpillarCAT
Share
0.1%
Value
$289,653
Shares
272
New
Lam ResearchLRCX
Share
0.1%
Value
$287,731
Shares
664
New
Bank of AmericaBAC
Share
0.1%
Value
$281,205
Shares
4,935
+3%
General ElectricGE
Share
0.1%
Value
$276,186
Shares
739
-10%
MastercardMA
Share
<0.1%
Value
$242,419
Shares
472
-3%
Seagate Technology HoldingsSTX
Share
<0.1%
Value
$230,635
Shares
239
New
MerckMRK
Share
<0.1%
Value
$227,316
Shares
1,769
New
Procter & GamblePG
Share
<0.1%
Value
$226,705
Shares
1,546
New
International Business MachinesIBM
Share
<0.1%
Value
$226,093
Shares
804
New
Morgan StanleyMS
Share
<0.1%
Value
$221,373
Shares
1,059
New
NetflixNFLX
Share
<0.1%
Value
$217,127
Shares
3,041
+14%
ChevronCVX
Share
<0.1%
Value
$200,072
Shares
1,207
New

Company	Share of fund	Value	Shares	Change
Dimensional ETF TrustDFUS	21.0%	$56m	686,579	+6%
Goldman Sachs ETF TRGBIL	9.8%	$26m	262,807	+1673%
EA Series TrustAAEQ	7.5%	$20m	375,942	Held
AlphabetGOOG	6.6%	$18m	50,067	+14%
AlphabetGOOGL	5.9%	$16m	44,289	Held
NvidiaNVDA	3.9%	$11m	52,884	+13%
AppleAAPL	2.9%	$8m	26,528	+24%
Vanguard Index FDSVOO	2.7%	$7m	10,376	Held
RBB FDCPAG	2.5%	$7m	65,135	+644%
EA Series TrustAAUA	2.4%	$6m	111,578	-30%
Amazon.comAMZN	2.3%	$6m	25,978	Held
Vanguard Star FDSVXUS	2.1%	$6m	65,060	+27%
Arista NetworksANET	1.9%	$5m	30,537	+626%
MicrosoftMSFT	1.9%	$5m	13,487	+42%
BroadcomAVGO	1.8%	$5m	13,067	-40%
Ishares TRIXUS	1.8%	$5m	51,676	Held
Dimensional ETF TrustDFAC	1.8%	$5m	108,049	Held
Vanguard Index FDSVTI	1.8%	$5m	12,771	Held
Applied MaterialsAMAT	1.2%	$3m	4,375	-53%
Goldman Sachs ETF TRGSLC	1.1%	$3m	20,422	Held
Dimensional ETF TrustDUHP	0.9%	$2m	59,820	Held
VisaV	0.9%	$2m	7,223	+47%
Vanguard Index FDSVTV	0.9%	$2m	11,294	Held
Invesco Exchange Traded FD TRSP	0.9%	$2m	10,870	Held
Dimensional ETF TrustDIHP	0.8%	$2m	61,708	+30%
SynopsysSNPS	0.6%	$2m	3,665	New
OracleORCL	0.6%	$2m	10,505	+30%
Advanced Micro DevicesAMD	0.5%	$1m	2,376	+7%
TeslaTSLA	0.5%	$1m	3,076	+60%
Ishares TRIVV	0.5%	$1m	1,716	Held
Micron TechnologyMU	0.5%	$1m	1,104	-44%
J P Morgan Exchange Traded FJQUA	0.5%	$1m	17,006	Held
Ishares TRIJS	0.4%	$1m	8,216	Held
Meta PlatformsMETA	0.4%	$1m	1,954	+50%
Invesco Exch Traded FD TR IIEQAL	0.4%	$1m	16,993	New
Sound Point Meridian CapitalSPMC	0.4%	$994,326	100,437	+4%
Cisco SystemsCSCO	0.4%	$989,131	8,421	+8%
Wisdomtree TRDGS	0.3%	$878,833	13,581	+5%
Pgim ETF TRPULS	0.3%	$859,662	17,349	-24%
WalmartWMT	0.2%	$647,281	5,715	-52%
Goldman Sachs ETF TRGSST	0.2%	$634,323	12,542	-66%
Vanguard Scottsdale FDSVGIT	0.2%	$632,030	10,716	Held
Vanguard Index FDSVUG	0.2%	$621,865	7,219	Held
Berkshire HathawayBRK-B	0.2%	$615,980	1,231	+8%
Eli LillyLLY	0.2%	$612,909	511	-24%
JPMorgan ChaseJPM	0.2%	$566,281	1,730	+4%
Western DigitalWDC	0.2%	$551,215	863	+13%
Vanguard Charlotte FDSBNDX	0.2%	$527,015	10,882	Held
SalesforceCRM	0.2%	$524,811	3,350	-8%
Vanguard World FDVGT	0.2%	$451,308	3,776	+12%
Dimensional ETF TrustDEHP	0.2%	$449,171	10,502	+43%
IntelINTC	0.2%	$446,537	3,198	New
Vanguard Tax-Managed FDSVEA	0.2%	$443,460	6,224	Held
IsharesIEMG	0.2%	$437,892	5,286	Held
IntuitINTU	0.2%	$431,172	1,652	Held
Costco WholesaleCOST	0.2%	$424,703	454	+5%
KLAKLAC	0.2%	$412,739	1,368	-3%
Ishares TRSOXX	0.1%	$384,456	600	New
Johnson & JohnsonJNJ	0.1%	$365,591	1,440	+15%
Pgim ETF TRPAAA	0.1%	$356,018	6,944	-27%
ExxonMobil HoldingsXOM	0.1%	$351,507	2,571	+3%
CrowdStrike HoldingsCRWD	0.1%	$345,702	453	New
SandiskSNDK	0.1%	$334,238	147	New
Cadence Design SystemsCDNS	0.1%	$331,408	883	New
Ishares TRIVW	0.1%	$331,172	2,408	Held
GE VernovaGEV	0.1%	$323,086	275	+12%
Dimensional ETF TrustDFAX	0.1%	$316,271	8,585	Held
AbbVieABBV	0.1%	$315,053	1,252	-8%
UnitedHealth GroupUNH	0.1%	$313,503	754	New
Schwab Strategic TRSCHD	0.1%	$310,441	9,790	New
Schwab Strategic TRSCHF	0.1%	$304,922	11,008	Held
ZscalerZS	0.1%	$304,319	2,156	+41%
Spdr Index SHS FDSEWX	0.1%	$302,719	4,074	Held
CaterpillarCAT	0.1%	$289,653	272	New
Lam ResearchLRCX	0.1%	$287,731	664	New
Bank of AmericaBAC	0.1%	$281,205	4,935	+3%
General ElectricGE	0.1%	$276,186	739	-10%
MastercardMA	<0.1%	$242,419	472	-3%
Seagate Technology HoldingsSTX	<0.1%	$230,635	239	New
MerckMRK	<0.1%	$227,316	1,769	New
Procter & GamblePG	<0.1%	$226,705	1,546	New
International Business MachinesIBM	<0.1%	$226,093	804	New
Morgan StanleyMS	<0.1%	$221,373	1,059	New
NetflixNFLX	<0.1%	$217,127	3,041	+14%
ChevronCVX	<0.1%	$200,072	1,207	New

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 92.6% since 30 June 2025.

Where the money is

Technology17.8%

Media & telecom13.0%

Retail & consumer2.8%

Financial services1.6%

Health care0.7%

Everyday goods0.5%

Industrials0.3%

Energy0.2%

Other63.0%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.