DOSSIER · 13F-HR · Q2 2026

Everest Financial Group LLC

$738M in tracked AUM across 208 positions as of Q2 2026.

EF
CIK 0002056391 · last filed Jun 30, 2026
Total AUM
$738M
as of Q2 2026
Holdings
208
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Everest Financial Group LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
GOOGL
ALPHABET INC
$37M102K5.0%
02
AMZN
AMAZON COM INC
$35M148K4.8%
03
RWL
INVESCO EXCH TRADED FD TR II
$32M252K4.4%
04
NVDA
NVIDIA CORPORATION
$32M158K4.3%
05
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$30M63K4.1%
06
MSFT
MICROSOFT CORP
$29M78K4.0%
07
MU
MICRON TECHNOLOGY INC
$26M22K3.5%
08
AMD
ADVANCED MICRO DEVICES INC
$24M42K3.3%
09
PANW
PALO ALTO NETWORKS INC
$23M69K3.2%
10
AAPL
APPLE INC
$23M79K3.1%

Filing history

2026Q2Jun 30
$738M 21.6%
208 positionsView →
2026Q1Mar 31
$607M 35.9%
199 positionsView →
2025Q4Dec 31
$447M
89 positionsView →