DOSSIER · 13F-HR · Q2 2026

Everest Management Corp.

$268M in tracked AUM across 85 positions as of Q2 2026.

EM
CIK 0002056683 · last filed Jun 30, 2026
Total AUM
$268M
as of Q2 2026
Holdings
85
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Everest Management Corp. 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
DFUS
DIMENSIONAL ETF TRUST
$56M687K21.0%
02
GBIL
GOLDMAN SACHS ETF TR
$26M263K9.8%
03
AAEQ
EA SERIES TRUST
$20M376K7.5%
04
GOOG
ALPHABET INC
$18M50K6.6%
05
GOOGL
ALPHABET INC
$16M44K5.9%
06
NVDA
NVIDIA CORPORATION
$11M53K3.9%
07
AAPL
APPLE INC
$8M27K2.9%
08
VOO
VANGUARD INDEX FDS
$7M10K2.7%
09
CPAG
RBB FD INC
$7M65K2.5%
10
AAUA
EA SERIES TRUST
$6M112K2.4%

Filing history

2026Q2Jun 30
$268M 35.8%
85 positionsView →
2026Q1Mar 31
$197M 10.1%
72 positionsView →
2025Q4Dec 31
$179M 14.3%
63 positionsView →
2025Q3Sep 30
$157M 12.7%
67 positionsView →
2025Q2Jun 30
$139M 26.9%
65 positionsLocked
2025Q1Mar 31
$110M 3.4%
51 positionsLocked
2024Q4Dec 31
$114M
50 positionsLocked