DOSSIER · 13F-HR · Q1 2026

Everest Management Corp.

$197M in tracked AUM across 72 positions as of Q1 2026.

EM
CIK 0002056683 · last filed Mar 31, 2026
Total AUM
$197M
as of Q1 2026
Holdings
72
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q
AI Analysis · 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

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