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Filers›Family Office›Everest Management Corp.
DOSSIER · 13F-HR · Q1 2026

Everest Management Corp.

Everest's family office based in Omaha, NE — $197M in tracked AUM across 72 positions as of Q1 2026.

E
Everest·Omaha, NE·Family Office
CIK 0002056683 · last filed Mar 31, 2026
Total AUM
$197M
▲ 10.9%
vs prior
Holdings
72
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Tech
4% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Everest Management Corp. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFUS
DIMENSIONAL ETF TRUST
$46M645K23.2%
02
AAEQ
EA SERIES TRUST
$18M380K9.0%
03
GOOG
ALPHABET INC
$13M44K6.4%
04
GOOGL
ALPHABET INC
$13M44K6.4%
05
NVDA
NVIDIA CORPORATION
$8M47K4.1%
06
AAUA
EA SERIES TRUST
$8M159K3.9%
07
AVGO
BROADCOM INC
$7M22K3.4%
08
VOO
VANGUARD INDEX FDS
$6M10K3.1%
09
ARES
ARES MANAGEMENT CORPORATION
$6M224K2.8%
10
AAPL
APPLE INC
$5M21K2.8%

Filing history

Filing history loading…
AI Agent · grounded in Everest
haiku-4-5 · 72 positions indexed
Sector mix
  • Tech4%
  • Financials9%
  • Cons. Disc.52%
  • Communications16%
  • Energy24%
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