Everest Financial Group LLC

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CIK 2056391

13F portfolio (2026-Q1)

$607M

Positions

199

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

199

Top 5

23.9%

Top 10

39.6%

Effective N

44.6

HHI

0.022

This quarter

113 new · 0 exit →

By sector

Unclassified38.7%

Information Technology28.7%

Communication Services8.6%

Financials8.0%

Consumer Discretionary6.6%

Industrials5.2%

Utilities1.2%

Energy0.8%

Other2.1%

By market cap

Unknown44.1%

Mega (>$200B)43.6%

Large ($10–200B)12.0%

Mid ($2–10B)0.1%

Small ($300M–2B)0.1%

By region

North America56.0%

Other38.7%

Asia-Pacific3.5%

Europe1.8%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	40.40%	104
Semiconductors & Semiconductor Equipment	13.42%	9
Software	9.24%	8
Software & IT Services	8.26%	3
Technology Hardware & Equipment	5.97%	6
Specialty Retail	5.64%	4
Commercial Services & Supplies	3.66%	4
Machinery	2.95%	5
Insurance	1.64%	2
Banks	1.40%	6
Utilities	1.25%	4
Capital Markets	0.93%	6
Oil, Gas & Consumable Fuels	0.79%	4
Pharmaceuticals & Biotechnology	0.77%	9
Automobiles & Components	0.70%	2
Chemicals	0.69%	3
Airlines	0.65%	1
Equity Real Estate Investment Trusts (REITs)	0.30%	4
Distributors	0.25%	2
Beverages	0.22%	2
Diversified Telecommunication Services	0.21%	2
Transportation Infrastructure	0.17%	1
Food Products	0.12%	1
Communications Equipment	0.10%	1
Health Care Equipment & Supplies	0.08%	1
Metals & Mining	0.04%	1
Media & Entertainment	0.04%	1
Entertainment	0.04%	1
Hotels, Restaurants & Leisure	0.04%	1
Media & Publishing	0.03%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	AMZN	AMAZON COM INC	Consumer Discretionary	5.07%
2	GOOGL	Alphabet Inc.	Communication Services	4.80%
3	MSFT	MICROSOFT CORP	Information Technology	4.77%
4	RWL	Invesco S&P 500 Revenue ETF	Unclassified	4.73%
5	NVDA	NVIDIA CORP	Information Technology	4.53%
6	SCHD	SCHWAB STRATEGIC TR	Unclassified	3.64%
7	TSM	Taiwan Semiconductor Manufacturing Co Ltd	Information Technology	3.47%
8	AAPL	Apple Inc.	Information Technology	3.47%
9	XMHQ	INVESCO EXCHANGE TRADED FD T	Unclassified	2.66%
10	JEPI	JPMorgan Equity Premium Income ETF	Unclassified	2.51%

96/199 names classified · sector 61.3% of weight · industry 59.6% · mkt cap 55.9%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 2 quarters

Information TechnologyMSFT, NVDA, AAPL, TSM, NOW · other

Communication ServicesGOOGL, META, GOOG, VZ, DIS · other

FinancialsV, UNH, BRK.B, JPM, MA · other

Consumer DiscretionaryAMZN, TSLA, COST, WCC, TGT · other

IndustrialsASML, UBER, DAL, ETN, GGG · other

UtilitiesET, XEL, EPD, OKE

EnergyXOM, COP, CVX, BP

MaterialsECL, PG, ALB, RIO

Health CareMRK, ABBV, JNJ, LLY, AMGN · other

Consumer StaplesKO, GIS, CELH

Real EstateSILA, AHR, AGNC, VICI

UnclassifiedRWL, SCHD, XMHQ, JEPI, XLF · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 61.3% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (80 classified)Everest Financial Group LLC centroid (Large Growth)

Information TechnologyCommunication ServicesConsumer DiscretionaryFinancialsIndustrialsEnergyHealth CareMaterialsConsumer StaplesReal EstateUtilities

Style box summary for Everest Financial Group LLC: centroid Large Growth. Heaviest cells: Large Growth 41.0%, Large Core 6.0%, Large Value 2.2%.

Classified: 51.6% of book weight (80/199 names) · unclassified 48.4%: RWL, SCHD, TSM, XMHQ, JEPI, BRK.B, SCHG, XLF, ASML, VOO +109 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 199 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	AMZNAMAZON COM INC	147,787	$31M	5.1%	ADD 14%
2	GOOGLALPHABET INC	101,403	$29M	4.8%	HOLD
3	MSFTMICROSOFT CORP	78,266	$29M	4.8%	ADD 12%
4	RWLInvesco S&P 500 Revenue ETF	249,841	$29M	4.7%	ADD 5%
5	NVDANVIDIA CORPORATION	157,900	$28M	4.5%	ADD 14%
6	SCHDSCHWAB STRATEGIC TR	720,195	$22M	3.6%	TRIM −16%
7	TSMTAIWAN SEMICONDUCTOR MFG LTD	62,341	$21M	3.5%	ADD 9%
8	AAPLAPPLE INC	82,933	$21M	3.5%	ADD 21%
9	XMHQINVESCO EXCHANGE TRADED FD T	156,169	$16M	2.7%	TRIM −3%
10	JEPIJPMorgan Equity Premium Income ETF	268,497	$15M	2.5%	ADD 19%
11	METAMETA PLATFORMS INC	26,449	$15M	2.5%	ADD 23%
12	AVGOBROADCOM INC	45,822	$14M	2.3%	ADD 31%
13	NOWSERVICENOW INC	104,769	$11M	1.8%	ADD 19%
14	PANWPALO ALTO NETWORKS INC	65,462	$10M	1.7%	ADD 19%
15	BRK.BBERKSHIRE HATHAWAY INC DEL	21,440	$10M	1.7%	ADD 44%
16	VVISA INC	33,844	$10M	1.7%	ADD 25%
17	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	332,460	$10M	1.6%	ADD 33%
18	XLFSELECT SECTOR SPDR TR	191,681	$9M	1.6%	ADD 24%
19	ASMLASML HOLDING N V	7,059	$9M	1.5%	ADD 15%
20	VOOVANGUARD INDEX FDS	15,436	$9M	1.5%	NEW
21	UNHUNITEDHEALTH GROUP INC	33,965	$9M	1.5%	ADD 18%
22	AMDADVANCED MICRO DEVICES INC	42,365	$9M	1.4%	ADD 5%
23	CRWDCROWDSTRIKE HLDGS INC	22,052	$9M	1.4%	ADD 4%
24	MUMICRON TECHNOLOGY INC	21,530	$7M	1.2%	ADD 2%
25	IWYISHARES TR	27,646	$7M	1.1%	ADD 5%
26	UBERUBER TECHNOLOGIES INC	92,799	$7M	1.1%	ADD 28%
27	CRMSALESFORCE INC	34,532	$6M	1.1%	ADD 4%
28	IAUISHARES GOLD TR	70,726	$6M	1.0%	HOLD
29	ETNEATON CORP PLC	17,035	$6M	1.0%	NEW
30	ETENERGY TRANSFER L P	308,726	$6M	1.0%	HOLD
31	GOOGALPHABET INC	20,414	$6M	1.0%	ADD 347%
32	FLOTISHARES TR	108,129	$6M	0.9%	NEW
33	DFACDIMENSIONAL ETF TRUST	131,015	$5M	0.8%	NEW
34	PSLVSPROTT ASSET MANAGEMENT LP	188,965	$5M	0.8%	NEW
35	JPMJPMORGAN CHASE & CO	14,249	$4M	0.7%	ADD 57%
36	MAMASTERCARD INCORPORATED	7,914	$4M	0.7%	ADD 69%
37	VGTVANGUARD WORLD FD	5,643	$4M	0.6%	NEW
38	DALDELTA AIR LINES INC	58,939	$4M	0.6%	TRIM −2%
39	TSLATESLA INC	10,411	$4M	0.6%	ADD 16%
40	XOMEXXON MOBIL CORP	21,867	$4M	0.6%	ADD 81%
41	FENIFIDELITY COVINGTON TRUST	92,290	$3M	0.6%	NEW
42	DELLDELL TECHNOLOGIES INC	20,761	$3M	0.6%	ADD 500%
43	NOBLPROSHARES TR	31,974	$3M	0.6%	NEW
44	DFUSDIMENSIONAL ETF TRUST	46,954	$3M	0.5%	NEW
45	DFAIDIMENSIONAL ETF TRUST	83,108	$3M	0.5%	NEW
46	DUSBDIMENSIONAL ETF TRUST	60,381	$3M	0.5%	NEW
47	JPIEJ P MORGAN EXCHANGE TRADED F	61,307	$3M	0.5%	ADD 54%
48	IVVISHARES TR	3,995	$3M	0.4%	NEW
49	PVALPutnam Focased Large Cap Value ETF	55,988	$3M	0.4%	ADD 788%
50	TLTISHARES TR	28,913	$3M	0.4%	NEW
51	XLISELECT SECTOR SPDR TR	15,421	$2M	0.4%	NEW
52	FEGERBB FUND TRUST	52,542	$2M	0.4%	NEW
53	ECLECOLAB INC	8,683	$2M	0.4%	ADD 5%
54	XMVMINVESCO EXCHANGE TRADED FD T	35,254	$2M	0.4%	ADD 6%
55	JAAAJANUS DETROIT STR TR	43,583	$2M	0.4%	NEW
56	XLESELECT SECTOR SPDR TR	33,594	$2M	0.3%	NEW
57	DUHPDIMENSIONAL ETF TRUST	54,441	$2M	0.3%	NEW
58	COSTCOSTCO WHSL CORP NEW	1,968	$2M	0.3%	ADD 284%
59	RDVYFIRST TR EXCHANGE TRADED FD	27,750	$2M	0.3%	NEW
60	XLPSELECT SECTOR SPDR TR	22,610	$2M	0.3%	NEW
61	GGGGRACO INC	21,161	$2M	0.3%	HOLD
62	QTUMETF SER SOLUTIONS	16,330	$2M	0.3%	NEW
63	GSGOLDMAN SACHS GROUP INC	2,063	$2M	0.3%	ADD 19%
64	GLDSPDR GOLD TR	3,857	$2M	0.3%	ADD 195%
65	DFAUDIMENSIONAL ETF TRUST	36,112	$2M	0.3%	NEW
66	BUFRFIRST TR EXCHNG TRADED FD VI	45,692	$2M	0.3%	ADD 140%
67	XLUSELECT SECTOR SPDR TR	33,242	$2M	0.3%	NEW
68	SDVYFIRST TR EXCHANGE TRADED FD	38,150	$2M	0.2%	NEW
69	AMATAPPLIED MATLS INC	4,359	$1M	0.2%	NEW
70	SCHWSCHWAB CHARLES CORP	15,490	$1M	0.2%	HOLD
71	SPYGSPDR SERIES TRUST STATE STREET SPD	14,508	$1M	0.2%	HOLD
72	FICOFAIR ISAAC CORP	1,284	$1M	0.2%	NEW
73	VTIVANGUARD INDEX FDS	4,225	$1M	0.2%	NEW
74	FDVVFIDELITY COVINGTON TRUST	24,286	$1M	0.2%	ADD 7%
75	WCCWESCO INTL INC	4,883	$1M	0.2%	NEW
76	DIHPDIMENSIONAL ETF TRUST	40,930	$1M	0.2%	NEW
77	MRKMERCK & CO INC	10,475	$1M	0.2%	NEW
78	PGPROCTER AND GAMBLE CO	8,404	$1M	0.2%	NEW
79	VHTVANGUARD WORLD FD	4,432	$1M	0.2%	HOLD
80	XLVSELECT SECTOR SPDR TR	8,110	$1M	0.2%	ADD 109%
81	AMLPALPS ETF TR	22,300	$1M	0.2%	NEW
82	DFIVDIMENSIONAL ETF TRUST	21,990	$1M	0.2%	NEW
83	DFAEDIMENSIONAL ETF TRUST	34,028	$1M	0.2%	NEW
84	KOCOCA COLA CO	14,234	$1M	0.2%	NEW
85	USBUS BANCORP	20,427	$1M	0.2%	ADD 22%
86	VZVERIZON COMMUNICATIONS INC	20,967	$1M	0.2%	NEW
87	MSMORGAN STANLEY	6,231	$1M	0.2%	ADD 3%
88	DFASDIMENSIONAL ETF TRUST	14,381	$1M	0.2%	NEW
89	BKNGBOOKING HOLDINGS INC	240	$1M	0.2%	NEW
90	TGTTARGET CORP	8,287	$1M	0.2%	NEW
91	HSBCHSBC HLDGS PLC	12,067	$995,407	0.2%	HOLD
92	CCITIGROUP INC	8,720	$989,016	0.2%	ADD 37%
93	RSPTINVESCO EXCHANGE TRADED FD T	21,191	$959,101	0.2%	NEW
94	SLVISHARES SILVER TR	13,957	$951,030	0.2%	ADD 101%
95	FIIGFIRST TR EXCHANGE-TRADED FD	45,000	$933,750	0.2%	NEW
96	XLKSELECT SECTOR SPDR TR	6,921	$919,806	0.2%	ADD 201%
97	FSIGFIRST TR EXCHANGE-TRADED FD	48,500	$918,590	0.2%	NEW
98	XELXCEL ENERGY INC	10,839	$861,067	0.1%	ADD 101%
99	RPVINVESCO EXCHANGE TRADED FD T	7,461	$801,282	0.1%	NEW
100	CBCHUBB LIMITED	2,432	$792,681	0.1%	NEW
101	DFAXDIMENSIONAL ETF TRUST	22,519	$764,987	0.1%	NEW
102	ABBVABBVIE INC	3,426	$745,246	0.1%	ADD 119%
103	JMUBJPMORGAN MUNICIPAL ETF	14,688	$734,263	0.1%	HOLD
104	GISGENERAL MILLS INC	19,615	$730,086	0.1%	NEW
105	DIASPDR DOW JONES INDL AVERAGE	1,574	$728,933	0.1%	NEW
106	SCHMSCHWAB STRATEGIC TR	23,361	$723,259	0.1%	ADD 43%
107	QQQINVESCO QQQ TR	1,248	$720,208	0.1%	NEW
108	BLKBLACKROCK INC	731	$703,130	0.1%	ADD 2%
109	SILASILA REALTY TRUST INC	29,543	$699,586	0.1%	NEW
110	VYMVANGUARD WHITEHALL FDS	4,629	$685,517	0.1%	NEW
111	WFCWELLS FARGO CO NEW	8,504	$676,996	0.1%	ADD 140%
112	ALBALBEMARLE CORP	3,664	$657,724	0.1%	NEW
113	FTCSFIRST TR EXCHANGE-TRADED FD	6,866	$636,877	0.1%	NEW
114	DFLVDIMENSIONAL ETF TRUST	17,264	$616,499	0.1%	NEW
115	QCOMQUALCOMM INC	4,782	$615,790	0.1%	HOLD
116	BIVVANGUARD BD INDEX FDS	7,977	$615,649	0.1%	ADD 64%
117	SPYSTATE STR SPDR S&P 500 ETF T	939	$610,590	0.1%	ADD 86%
118	SCHFSCHWAB STRATEGIC TR	24,400	$603,896	0.1%	NEW
119	LLYELI LILLY & CO	643	$591,788	0.1%	NEW
120	AXPAMERICAN EXPRESS CO	1,950	$589,677	0.1%	ADD 5%
121	COPCONOCOPHILLIPS	4,403	$581,258	0.1%	TRIM −29%
122	VIGVANGUARD SPECIALIZED FUNDS	2,576	$554,016	0.1%	NEW
123	FSLRFIRST SOLAR INC	2,758	$544,043	0.1%	NEW
124	FNDXSCHWAB STRATEGIC TR	19,327	$538,258	0.1%	NEW
125	VOEVANGUARD INDEX FDS	2,876	$530,037	0.1%	ADD 76%
126	AHRAMERICAN HEALTHCARE REIT INC	11,230	$529,625	0.1%	NEW
127	AMGNAMGEN INC	1,505	$529,522	0.1%	NEW
128	JMEEJPMorgan Market Expansion Enh Eq - ETF	7,913	$528,354	0.1%	TRIM −29%
129	JNJJOHNSON & JOHNSON	2,118	$517,783	0.1%	ADD 71%
130	WMTWALMART INC	4,092	$508,522	0.1%	ADD 75%
131	MMM3M CO	3,479	$505,209	0.1%	NEW
132	CMICUMMINS INC	938	$504,789	0.1%	ADD 3%
133	FSKFS KKR CAP CORP	48,506	$493,794	0.1%	NEW
134	PTYPIMCO CORPORATE & INCOME OPP	39,822	$479,050	0.1%	NEW
135	IBMINTERNATIONAL BUSINESS MACHS	1,971	$477,796	0.1%	NEW
136	DFSDDIMENSIONAL ETF TRUST	9,895	$473,769	0.1%	NEW
137	MRVLMARVELL TECHNOLOGY INC	4,750	$470,488	0.1%	NEW
138	OKEONEOK INC NEW	5,158	$466,221	0.1%	NEW
139	BXBLACKSTONE INC	4,023	$462,614	0.1%	ADD 49%
140	DFUVDIMENSIONAL ETF TRUST	9,484	$459,615	0.1%	NEW
141	IJRISHARES TR	3,682	$457,728	0.1%	ADD 11%
142	FTHIFIRST TR EXCHANGE TRADED FD	18,500	$424,575	0.1%	NEW
143	GMGENERAL MTRS CO	5,504	$410,021	0.1%	TRIM −12%
144	CSCOCISCO SYS INC	5,269	$408,730	0.1%	NEW
145	PULSPGIM ETF TR	8,116	$401,756	0.1%	ADD 69%
146	TMOTHERMO FISHER SCIENTIFIC INC	815	$400,625	0.1%	TRIM −23%
147	SPYVSPDR SERIES TRUST	6,519	$368,822	0.1%	NEW
148	ADBEADOBE INC	1,515	$368,266	0.1%	HOLD
149	CGICCAPITAL GROUP INTERNATIONAL	11,025	$365,038	0.1%	NEW
150	DFATDIMENSIONAL ETF TRUST	5,459	$340,887	0.1%	NEW
151	FTGCFIRST TR EXCHANGE TRAD FD VI	11,743	$337,124	0.1%	NEW
152	JBBBJANUS DETROIT STR TR	7,051	$328,620	0.1%	NEW
153	GILDGILEAD SCIENCES INC	2,294	$319,680	0.1%	HOLD
154	AGNCAGNC Investment Corp	31,200	$312,936	0.1%	NEW
155	DFICDIMENSIONAL ETF TRUST	8,685	$308,582	0.1%	NEW
156	HYLSFIRST TR EXCHANGE-TRADED FD	7,600	$308,332	0.1%	NEW
157	FPEFirst Trust Preferred Secs & Inc ETF	17,100	$303,525	0.0%	NEW
158	EPDENTERPRISE PRODS PARTNERS L	7,886	$298,396	0.0%	ADD 4%
159	IGEBISHARES TR	6,567	$295,917	0.0%	NEW
160	CLSCELESTICA INC	1,050	$295,764	0.0%	NEW
161	DFSVDIMENSIONAL ETF TRUST	8,257	$289,320	0.0%	NEW
162	SCHASCHWAB STRATEGIC TR	9,710	$282,349	0.0%	NEW
163	ABTABBOTT LABS	2,748	$282,160	0.0%	ADD 55%
164	CVXCHEVRON CORP NEW	1,354	$280,010	0.0%	NEW
165	BTTBLACKROCK MUN TARGET TERM TR	12,275	$278,643	0.0%	NEW
166	JPSTJ P MORGAN EXCHANGE TRADED F	5,399	$273,269	0.0%	HOLD
167	FDNFIRST TR EXCHANGE-TRADED FD	1,163	$272,177	0.0%	NEW
168	SNOWSNOWFLAKE INC	1,785	$269,214	0.0%	ADD 47%
169	JPIBJ P MORGAN EXCHANGE TRADED F	5,628	$269,140	0.0%	NEW
170	RIORIO TINTO PLC	2,865	$267,272	0.0%	NEW
171	SSRMSSR MINING IN	9,000	$264,352	0.0%	NEW
172	SCHBSCHWAB STRATEGIC TR	10,444	$262,144	0.0%	NEW
173	NFLXNETFLIX INC	2,705	$260,087	0.0%	NEW
174	DISDISNEY WALT CO	2,657	$256,049	0.0%	ADD 45%
175	XMMOINVESCO EXCHANGE TRADED FD T	1,761	$255,374	0.0%	NEW
176	HACKAMPLIFY ETF TR	3,398	$255,158	0.0%	NEW
177	CARYANGEL OAK FUNDS TRUST	12,260	$254,669	0.0%	NEW
178	VICIVICI PPTYS INC	9,200	$251,344	0.0%	NEW
179	CELHCELSIUS HLDGS INC	7,053	$250,240	0.0%	HOLD
180	WKWORKIVA INC	4,182	$249,373	0.0%	HOLD
181	BPBP PLC	5,257	$247,085	0.0%	NEW
182	HYDBISHARES TR	5,262	$244,770	0.0%	HOLD
183	PLTRPALANTIR TECHNOLOGIES INC	1,668	$243,995	0.0%	NEW
184	VBILVANGUARD INSTL INDEX FD	3,158	$238,935	0.0%	NEW
185	DFGPDIMENSIONAL ETF TRUST	4,425	$238,916	0.0%	NEW
186	AIPOTIDAL TRUST II	9,250	$230,880	0.0%	NEW
187	PTRBPGIM ETF TR	5,455	$226,432	0.0%	NEW
188	GSKGSK PLC	4,081	$225,230	0.0%	NEW
189	NVONOVO-NORDISK A S	6,124	$225,058	0.0%	NEW
190	TRFKPACER FDS TR	3,489	$217,155	0.0%	NEW
191	MCDMCDONALDS CORP	696	$216,178	0.0%	NEW
192	SLYVSPDR SERIES TRUST	2,286	$216,177	0.0%	NEW
193	QQQINEOS ETF TRUST	4,300	$213,667	0.0%	NEW
194	FBNDFIDELITY TOTAL BOND ETF	4,665	$212,822	0.0%	NEW
195	CATCATERPILLAR INC	295	$208,655	0.0%	NEW
196	TRITHOMSON REUTERS CORP	2,268	$204,075	0.0%	NEW
197	SYYSYSCO CORP	2,824	$201,418	0.0%	NEW
198	TAT&T INC	6,924	$200,750	0.0%	NEW
199	OBDCBLUE OWL CAPITAL CORPORATION	11,000	$121,660	0.0%	NEW

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

AMZNAMAZON COM INC

—

130K

148K

$31M

GOOGLALPHABET INC

—

100K

101K

$29M

MSFTMICROSOFT CORP

—

70K

78K

$29M

RWLInvesco S&P 500 Revenue ETF

—

239K

250K

$29M

NVDANVIDIA CORPORATION

—

139K

158K

$28M

SCHDSCHWAB STRATEGIC TR

—

860K

720K

$22M

TSMTAIWAN SEMICONDUCTOR MFG LTD

—

57K

62K

$21M

AAPLAPPLE INC

—

69K

83K

$21M

XMHQINVESCO EXCHANGE TRADED FD T

—

162K

156K

$16M

JEPIJPMorgan Equity Premium Income ETF

—

225K

268K

$15M

METAMETA PLATFORMS INC

—

21K

26K

$15M

AVGOBROADCOM INC

—

35K

46K

$14M

NOWSERVICENOW INC

—

88K

105K

$11M

PANWPALO ALTO NETWORKS INC

—

55K

65K

$10M

BRK.BBERKSHIRE HATHAWAY INC DEL

—

15K

21K

$10M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Everest Financial Group LLC

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 199 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

Everest Financial Group LLC