Sponsored

The Analysis of Everest Private Wealth's Holdings & P&L

Currently, Everest Private Wealth holds 85 types of securities in its portfolio with a total value $268.0M. In the most recent quarter, they have increased their positions in GBIL (+248.0K shares, valued at $24.8M), CPAG (+56.4K shares, valued at $5.8M), ANET (+26.3K shares, valued at $4.5M); decreased their positions in N/A (-4.8K shares, valued at $3.5M), N/A (-8.7K shares, valued at $3.3M), N/A (-47.0K shares, valued at $2.7M); initiated new positions in SNPS (+3.7K shares, valued at $1.6M), EQAL (+17.0K shares, valued at $1.0M), INTC (+3.2K shares, valued at $446.5K).

1M P&L

+8.2M+4.11%

3M P&L

+304.6K+0.15%

HY P&L

+15.3M+7.91%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A136.5M

62.5%

2Internet Content & Information33.5M

15.3%

3Semiconductors13.7M

6.3%

Top Industries by Stock Count

1N/A33 stocks

50.0%

2Semiconductors4 stocks

6.1%

3Computer Hardware3 stocks

4.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFUS DIMENSIONAL ETF TRUST686.6K shares6.43%2026-06-302026-08-07

GBIL GOLDMAN SACHS ETF TR262.8K shares1673.45%2026-06-302026-08-07

EA SERIES TRUST EA SERIES TRUST375.9K shares-1.20%2026-06-302026-08-07

GOOG ALPHABET INC50.1K shares13.91%2026-06-302026-08-07

GOOGL ALPHABET INC44.3K shares1.58%2026-06-302026-08-07

NVDA NVIDIA CORPORATION52.9K shares12.82%2026-06-302026-08-07

AAPL APPLE INC26.5K shares23.99%2026-06-302026-08-07

VOO VANGUARD INDEX FDS10.4K shares0.02%2026-06-302026-08-07

Sponsored

CPAG RBB FD INC65.1K shares644.31%2026-06-302026-08-07

EA SERIES TRUST EA SERIES TRUST111.6K shares-29.65%2026-06-302026-08-07

AMZN AMAZON COM INC26.0K shares1.94%2026-06-302026-08-07

VXUS VANGUARD STAR FDS65.1K shares26.82%2026-06-302026-08-07

ANET ARISTA NETWORKS INC30.5K shares626.21%2026-06-302026-08-07

MSFT MICROSOFT CORP13.5K shares41.91%2026-06-302026-08-07

BROADCOM INC BROADCOM INC13.1K shares-39.95%2026-06-302026-08-07

IXUS ISHARES TR51.7K shares0.00%2026-06-302026-08-07

Sponsored

DFAC DIMENSIONAL ETF TRUST108.0K shares0.00%2026-06-302026-08-07

VANGUARD INDEX FDS VANGUARD INDEX FDS12.8K shares0.01%2026-06-302026-08-07

APPLIED MATLS INC APPLIED MATLS INC4.4K shares-52.55%2026-06-302026-08-07

GSLC GOLDMAN SACHS ETF TR20.4K shares0.00%2026-06-302026-08-07

DUHP DIMENSIONAL ETF TRUST59.8K shares1.06%2026-06-302026-08-07

VISA INC VISA INC7.2K shares46.72%2026-06-302026-08-07

VTV VANGUARD INDEX FDS11.3K shares0.06%2026-06-302026-08-07

RSP INVESCO EXCHANGE TRADED FD T10.9K shares0.04%2026-06-302026-08-07

Sponsored

DIHP DIMENSIONAL ETF TRUST61.7K shares30.36%2026-06-302026-08-07

SNPS SYNOPSYS INC3.7K sharesnew addition2026-06-302026-08-07

ORACLE CORP ORACLE CORP10.5K shares30.04%2026-06-302026-08-07

AMD ADVANCED MICRO DEVICES INC2.4K shares7.12%2026-06-302026-08-07

TSLA TESLA INC3.1K shares59.71%2026-06-302026-08-07

ISHARES TR ISHARES TR1.7K shares0.00%2026-06-302026-08-07

MU MICRON TECHNOLOGY INC1.1K shares-43.82%2026-06-302026-08-07

JQUA J P MORGAN EXCHANGE TRADED F17.0K shares-1.37%2026-06-302026-08-07

Sponsored

IJS ISHARES TR8.2K shares0.00%2026-06-302026-08-07

META PLATFORMS INC META PLATFORMS INC2.0K shares50.42%2026-06-302026-08-07

EQAL INVESCO EXCH TRADED FD TR II17.0K sharesnew addition2026-06-302026-08-07

SPMC SOUND POINT MERIDIAN CAP INC100.4K shares3.74%2026-06-302026-08-07

CISCO SYS INC CISCO SYS INC8.4K shares7.52%2026-06-302026-08-07

DGS WISDOMTREE TR13.6K shares5.38%2026-06-302026-08-07

PULS PGIM ETF TR17.3K shares-23.57%2026-06-302026-08-07

WMT WALMART INC5.7K shares-52.04%2026-06-302026-08-07

Sponsored

GSST GOLDMAN SACHS ETF TR12.5K shares-66.48%2026-06-302026-08-07

VGIT VANGUARD SCOTTSDALE FDS10.7K shares0.00%2026-06-302026-08-07

VUG VANGUARD INDEX FDS7.2K shares500.08%2026-06-302026-08-07

BRK.B BERKSHIRE HATHAWAY INC DEL1.2K shares7.60%2026-06-302026-08-07

LLY ELI LILLY & CO511 shares-24.41%2026-06-302026-08-07

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.7K shares3.65%2026-06-302026-08-07

WDC WESTERN DIGITAL CORP863 shares13.40%2026-06-302026-08-07

BNDX VANGUARD CHARLOTTE FDS10.9K shares0.00%2026-06-302026-08-07

Sponsored

CRM SALESFORCE INC3.4K shares-7.69%2026-06-302026-08-07

VGT VANGUARD WORLD FD3.8K shares794.79%2026-06-302026-08-07

DEHP DIMENSIONAL ETF TRUST10.5K shares42.73%2026-06-302026-08-07

INTC INTEL CORP3.2K sharesnew addition2026-06-302026-08-07

VEA VANGUARD TAX-MANAGED FDS6.2K shares0.00%2026-06-302026-08-07

IEMG ISHARES INC5.3K shares0.00%2026-06-302026-08-07

INTU INTUIT1.7K shares0.79%2026-06-302026-08-07

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION454 shares4.61%2026-06-302026-08-07

Sponsored

KLAC KLA CORP1.4K shares870.21%2026-06-302026-08-07

SOXX ISHARES TR600 sharesnew addition2026-06-302026-08-07

JNJ JOHNSON & JOHNSON1.4K shares15.20%2026-06-302026-08-07

PAAA PGIM ETF TR6.9K shares-26.81%2026-06-302026-08-07

EXXON MOBIL CORP EXXON MOBIL CORP2.6K shares3.00%2026-06-302026-08-07

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC453 sharesnew addition2026-06-302026-08-07

SNDK SANDISK CORP147 sharesnew addition2026-06-302026-08-07

CDNS CADENCE DESIGN SYSTEM INC883 sharesnew addition2026-06-302026-08-07

Sponsored

IVW ISHARES TR2.4K shares0.00%2026-06-302026-08-07

GEV GE VERNOVA INC275 shares11.79%2026-06-302026-08-07

DFAX DIMENSIONAL ETF TRUST8.6K shares0.00%2026-06-302026-08-07

ABBVIE INC ABBVIE INC1.3K shares-8.21%2026-06-302026-08-07

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC754 sharesnew addition2026-06-302026-08-07

SCHD SCHWAB STRATEGIC TR9.8K sharesnew addition2026-06-302026-08-07

SCHF SCHWAB STRATEGIC TR11.0K shares0.00%2026-06-302026-08-07

ZS ZSCALER INC2.2K shares41.01%2026-06-302026-08-07

Sponsored

EWX SPDR INDEX SHS FDS4.1K shares0.00%2026-06-302026-08-07

CAT CATERPILLAR INC272 sharesnew addition2026-06-302026-08-07

LRCX LAM RESEARCH CORP664 sharesnew addition2026-06-302026-08-07

BAC BANK OF AMER CORP4.9K shares2.58%2026-06-302026-08-07

GE GE AEROSPACE739 shares-9.66%2026-06-302026-08-07

MASTERCARD INCORPORATED MASTERCARD INCORPORATED472 shares-3.48%2026-06-302026-08-07

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL239 sharesnew addition2026-06-302026-08-07

MRK MERCK & CO INC1.8K sharesnew addition2026-06-302026-08-07

Sponsored

PG PROCTER & GAMBLE CO1.5K sharesnew addition2026-06-302026-08-07

IBM INTERNATIONAL BUSINESS MACHS804 sharesnew addition2026-06-302026-08-07

MS MORGAN STANLEY1.1K sharesnew addition2026-06-302026-08-07

NETFLIX INC. NETFLIX INC.3.0K shares13.64%2026-06-302026-08-07

CVX CHEVRON CORPORATION1.2K sharesnew addition2026-06-302026-08-07

DFUS

DIMENSIONAL ETF TRUST

6.43%

Shares686.6K

Event2026-06-30

Filed2026-08-07

GBIL

GOLDMAN SACHS ETF TR

1673.45%

Shares262.8K

Event2026-06-30

Filed2026-08-07

EA SERIES TRUST

-1.20%

Shares375.9K

Event2026-06-30

Filed2026-08-07

GOOG

ALPHABET INC

13.91%

Shares50.1K

Event2026-06-30

Filed2026-08-07

GOOGL

ALPHABET INC

1.58%

Shares44.3K

Event2026-06-30

Filed2026-08-07

NVDA

NVIDIA CORPORATION

12.82%

Shares52.9K

Event2026-06-30

Filed2026-08-07

AAPL

APPLE INC

23.99%

Shares26.5K

Event2026-06-30

Filed2026-08-07

VOO

VANGUARD INDEX FDS

0.02%

Shares10.4K

Event2026-06-30

Filed2026-08-07

CPAG

RBB FD INC

644.31%

Shares65.1K

Event2026-06-30

Filed2026-08-07

EA SERIES TRUST

-29.65%

Shares111.6K

Event2026-06-30

Filed2026-08-07

AMZN

AMAZON COM INC

1.94%

Shares26.0K

Event2026-06-30

Filed2026-08-07

VXUS

VANGUARD STAR FDS

26.82%

Shares65.1K

Event2026-06-30

Filed2026-08-07

ANET

ARISTA NETWORKS INC

626.21%

Shares30.5K

Event2026-06-30

Filed2026-08-07

MSFT

MICROSOFT CORP

41.91%

Shares13.5K

Event2026-06-30

Filed2026-08-07

BROADCOM INC

-39.95%

Shares13.1K

Event2026-06-30

Filed2026-08-07

IXUS

ISHARES TR

0.00%

Shares51.7K

Event2026-06-30

Filed2026-08-07

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares108.0K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

0.01%

Shares12.8K

Event2026-06-30

Filed2026-08-07

APPLIED MATLS INC

-52.55%

Shares4.4K

Event2026-06-30

Filed2026-08-07

GSLC

GOLDMAN SACHS ETF TR

0.00%

Shares20.4K

Event2026-06-30

Filed2026-08-07

DUHP

DIMENSIONAL ETF TRUST

1.06%

Shares59.8K

Event2026-06-30

Filed2026-08-07

VISA INC

46.72%

Shares7.2K

Event2026-06-30

Filed2026-08-07

VTV

VANGUARD INDEX FDS

0.06%

Shares11.3K

Event2026-06-30

Filed2026-08-07

RSP

INVESCO EXCHANGE TRADED FD T

0.04%

Shares10.9K

Event2026-06-30

Filed2026-08-07

DIHP

DIMENSIONAL ETF TRUST

30.36%

Shares61.7K

Event2026-06-30

Filed2026-08-07

SNPS

SYNOPSYS INC

New

Shares3.7K

Event2026-06-30

Filed2026-08-07

ORACLE CORP

30.04%

Shares10.5K

Event2026-06-30

Filed2026-08-07

AMD

ADVANCED MICRO DEVICES INC

7.12%

Shares2.4K

Event2026-06-30

Filed2026-08-07

TSLA

TESLA INC

59.71%

Shares3.1K

Event2026-06-30

Filed2026-08-07

ISHARES TR

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-07

MICRON TECHNOLOGY INC

-43.82%

Shares1.1K

Event2026-06-30

Filed2026-08-07

JQUA

J P MORGAN EXCHANGE TRADED F

-1.37%

Shares17.0K

Event2026-06-30

Filed2026-08-07

IJS

ISHARES TR

0.00%

Shares8.2K

Event2026-06-30

Filed2026-08-07

META PLATFORMS INC

50.42%

Shares2.0K

Event2026-06-30

Filed2026-08-07

EQAL

INVESCO EXCH TRADED FD TR II

New

Shares17.0K

Event2026-06-30

Filed2026-08-07

SPMC

SOUND POINT MERIDIAN CAP INC

3.74%

Shares100.4K

Event2026-06-30

Filed2026-08-07

CISCO SYS INC

7.52%

Shares8.4K

Event2026-06-30

Filed2026-08-07

DGS

WISDOMTREE TR

5.38%

Shares13.6K

Event2026-06-30

Filed2026-08-07

PULS

PGIM ETF TR

-23.57%

Shares17.3K

Event2026-06-30

Filed2026-08-07

WMT

WALMART INC

-52.04%

Shares5.7K

Event2026-06-30

Filed2026-08-07

GSST

GOLDMAN SACHS ETF TR

-66.48%

Shares12.5K

Event2026-06-30

Filed2026-08-07

VGIT

VANGUARD SCOTTSDALE FDS

0.00%

Shares10.7K

Event2026-06-30

Filed2026-08-07

VUG

VANGUARD INDEX FDS

500.08%

Shares7.2K

Event2026-06-30

Filed2026-08-07

BRK.B

BERKSHIRE HATHAWAY INC DEL

7.60%

Shares1.2K

Event2026-06-30

Filed2026-08-07

LLY

ELI LILLY & CO

-24.41%

Shares511

Event2026-06-30

Filed2026-08-07

JPMORGAN CHASE & CO

3.65%

Shares1.7K

Event2026-06-30

Filed2026-08-07

WDC

WESTERN DIGITAL CORP

13.40%

Shares863

Event2026-06-30

Filed2026-08-07

BNDX

VANGUARD CHARLOTTE FDS

0.00%

Shares10.9K

Event2026-06-30

Filed2026-08-07

CRM

SALESFORCE INC

-7.69%

Shares3.4K

Event2026-06-30

Filed2026-08-07

VGT

VANGUARD WORLD FD

794.79%

Shares3.8K

Event2026-06-30

Filed2026-08-07

DEHP

DIMENSIONAL ETF TRUST

42.73%

Shares10.5K

Event2026-06-30

Filed2026-08-07

INTC

INTEL CORP

New

Shares3.2K

Event2026-06-30

Filed2026-08-07

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares6.2K

Event2026-06-30

Filed2026-08-07

IEMG

ISHARES INC

0.00%

Shares5.3K

Event2026-06-30

Filed2026-08-07

INTU

INTUIT

0.79%

Shares1.7K

Event2026-06-30

Filed2026-08-07

COSTCO WHOLESALE CORPORATION

4.61%

Shares454

Event2026-06-30

Filed2026-08-07

KLAC

KLA CORP

870.21%

Shares1.4K

Event2026-06-30

Filed2026-08-07

SOXX

ISHARES TR

New

Shares600

Event2026-06-30

Filed2026-08-07

JNJ

JOHNSON & JOHNSON

15.20%

Shares1.4K

Event2026-06-30

Filed2026-08-07

PAAA

PGIM ETF TR

-26.81%

Shares6.9K

Event2026-06-30

Filed2026-08-07

EXXON MOBIL CORP

3.00%

Shares2.6K

Event2026-06-30

Filed2026-08-07

CROWDSTRIKE HLDGS INC

New

Shares453

Event2026-06-30

Filed2026-08-07

SNDK

SANDISK CORP

New

Shares147

Event2026-06-30

Filed2026-08-07

CDNS

CADENCE DESIGN SYSTEM INC

New

Shares883

Event2026-06-30

Filed2026-08-07

IVW

ISHARES TR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-07

GEV

GE VERNOVA INC

11.79%

Shares275

Event2026-06-30

Filed2026-08-07

DFAX

DIMENSIONAL ETF TRUST

0.00%

Shares8.6K

Event2026-06-30

Filed2026-08-07

ABBVIE INC

-8.21%

Shares1.3K

Event2026-06-30

Filed2026-08-07

UNITEDHEALTH GROUP INC

New

Shares754

Event2026-06-30

Filed2026-08-07

SCHD

SCHWAB STRATEGIC TR

New

Shares9.8K

Event2026-06-30

Filed2026-08-07

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares11.0K

Event2026-06-30

Filed2026-08-07

ZSCALER INC

41.01%

Shares2.2K

Event2026-06-30

Filed2026-08-07

EWX

SPDR INDEX SHS FDS

0.00%

Shares4.1K

Event2026-06-30

Filed2026-08-07

CAT

CATERPILLAR INC

New

Shares272

Event2026-06-30

Filed2026-08-07

LRCX

LAM RESEARCH CORP

New

Shares664

Event2026-06-30

Filed2026-08-07

BAC

BANK OF AMER CORP

2.58%

Shares4.9K

Event2026-06-30

Filed2026-08-07

GE AEROSPACE

-9.66%

Shares739

Event2026-06-30

Filed2026-08-07

MASTERCARD INCORPORATED

-3.48%

Shares472

Event2026-06-30

Filed2026-08-07

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares239

Event2026-06-30

Filed2026-08-07

MRK

MERCK & CO INC

New

Shares1.8K

Event2026-06-30

Filed2026-08-07

PROCTER & GAMBLE CO

New

Shares1.5K

Event2026-06-30

Filed2026-08-07

IBM

INTERNATIONAL BUSINESS MACHS

New

Shares804

Event2026-06-30

Filed2026-08-07

MORGAN STANLEY

New

Shares1.1K

Event2026-06-30

Filed2026-08-07

NETFLIX INC.

13.64%

Shares3.0K

Event2026-06-30

Filed2026-08-07

CVX

CHEVRON CORPORATION

New

Shares1.2K

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available