Everest Private Wealth
Everest Private Wealth reported 85 positions worth $268.0M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: DFUS (21.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFUS | SH | $56.3M | 20.99% | 686,579 | — | — | |
| ▸ 2 | GBIL | SH | $26.3M | 9.82% | 262,807 | — | — | |
| ▸ 3 | AAEQ | SH | $20.0M | 7.46% | 375,942 | — | — | |
| ▸ 4 | GOOG | SH | $17.7M | 6.60% | 50,067 | — | — | |
| ▸ 5 | GOOGL | SH | $15.8M | 5.91% | 44,289 | — | — | |
| ▸ 6 | NVDA | SH | $10.6M | 3.95% | 52,884 | — | — | |
| ▸ 7 | AAPL | SH | $7.7M | 2.86% | 26,528 | — | — | |
| ▸ 8 | VOO | SH | $7.1M | 2.66% | 10,376 | — | — | |
| ▸ 9 | CPAG | SH | $6.7M | 2.49% | 65,135 | — | — | |
| ▸ 10 | AAUA | SH | $6.4M | 2.37% | 111,578 | — | — |
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Frequently Asked Questions
What stocks does Everest Private Wealth hold as of Q2 2026?
Everest Private Wealth reported 85 positions worth $268.0M in its Q2 2026 13F filing. Largest positions: DFUS (21.0%), GBIL (9.8%), AAEQ (7.5%), GOOG (6.6%) and GOOGL (5.9%).
What did Everest Private Wealth buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Everest Private Wealth sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.