Everest Private Wealth

CUPERTINO, CA · CIK 2056683 · 13F filing filed 2026-08-07

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyCupertino, CA

$268.0m reported value +35.8% vs Q1 2026

85positions

65.1%in top 10

17 new 39 added 16 reduced 4 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	686,579	$56.3m20.99%	20.99%	Added +41.5k	+41,504 6.4%
2	GOLDMAN SACHS ETF TR ACCES TREASURY GBIL	GBIL	262,807	$26.3m9.82%	9.82%	Added +248.0k	+247,988 1673.5%
3	EA SERIES TRUST ALPHA ARCHITECT AAEQ	AAEQ	375,942	$20.0m7.46%	7.46%	Reduced -4.5k	-4,547 -1.2%
4	ALPHABET INC CAP STK CL C GOOG	GOOG	50,067	$17.7m6.60%	6.60%	Added +6.1k	+6,113 13.9%
5	ALPHABET INC CAP STK CL A GOOGL	GOOGL	44,289	$15.8m5.91%	5.91%	Added +687	+687 1.6%
6	NVIDIA CORPORATION COM NVDA	NVDA	52,884	$10.6m3.95%	3.95%	Added +6.0k	+6,010 12.8%
7	APPLE INC COM AAPL	AAPL	26,528	$7.7m2.86%	2.86%	Added +5.1k	+5,133 24.0%
8	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	10,376	$7.1m2.66%	2.66%	Added +2	+2 0.0%
9	RBB FD INC F M CO US AG ETF CPAG	CPAG	65,135	$6.7m2.49%	2.49%	Added +56.4k	+56,384 644.3%
10	EA SERIES TRUST ALPHA ARCHITECT AAUA	AAUA	111,578	$6.4m2.37%	2.37%	Reduced -47.0k	-47,025 -29.6%
11	AMAZON COM INC COM AMZN	AMZN	25,978	$6.2m2.31%	2.31%	Added +495	+495 1.9%
12	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	65,060	$5.6m2.08%	2.08%	Added +13.8k	+13,757 26.8%
13	ARISTA NETWORKS INC COM SHS ANET	ANET	30,537	$5.2m1.94%	1.94%	Added +26.3k	+26,332 626.2%
14	MICROSOFT CORP COM MSFT	MSFT	13,487	$5.0m1.88%	1.88%	Added +4.0k	+3,983 41.9%
15	BROADCOM INC COM AVGO	AVGO	13,067	$4.9m1.84%	1.84%	Reduced -8.7k	-8,692 -40.0%
16	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	51,676	$4.9m1.84%	1.84%	Unchanged
17	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	108,049	$4.8m1.79%	1.79%	Unchanged
18	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	12,771	$4.7m1.76%	1.76%	Added +1	+1 0.0%
19	APPLIED MATLS INC COM AMAT	AMAT	4,375	$3.2m1.18%	1.18%	Reduced -4.8k	-4,845 -52.5%
20	GOLDMAN SACHS ETF TR ACTIVEBETA US LG GSLC	GSLC	20,422	$2.9m1.08%	1.08%	Unchanged
21	DIMENSIONAL ETF TRUST US HIGH PROFITAB US HIGH PROFITAB		59,820	$2.5m0.93%	0.93%	Added +630	+630 1.1%
22	VISA INC COM CL A V	V	7,223	$2.5m0.92%	0.92%	Added +2.3k	+2,300 46.7%
23	VANGUARD INDEX FDS VALUE ETF VTV	VTV	11,294	$2.5m0.92%	0.92%	Added +7	+7 0.1%
24	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	10,870	$2.3m0.86%	0.86%	Added +4	+4 0.0%
25	DIMENSIONAL ETF TRUST INTL HIGH PROFIT DIHP	DIHP	61,708	$2.1m0.79%	0.79%	Added +14.4k	+14,372 30.4%
26	SYNOPSYS INC COM SNPS	SNPS	3,665	$1.6m0.61%	0.61%	New
27	ORACLE CORP COM ORCL	ORCL	10,505	$1.5m0.57%	0.57%	Added +2.4k	+2,427 30.0%
28	ADVANCED MICRO DEVICES INC COM AMD	AMD	2,376	$1.4m0.51%	0.51%	Added +158	+158 7.1%
29	TESLA INC COM TSLA	TSLA	3,076	$1.3m0.48%	0.48%	Added +1.1k	+1,150 59.7%
30	ISHARES TR CORE S&P500 ETF IVV	IVV	1,716	$1.3m0.48%	0.48%	Unchanged
31	MICRON TECHNOLOGY INC COM MU	MU	1,104	$1.3m0.48%	0.48%	Reduced -861	-861 -43.8%
32	J P MORGAN EXCHANGE TRADED F US QUALTY FCTR JQUA	JQUA	17,006	$1.2m0.46%	0.46%	Reduced -237	-237 -1.4%
33	ISHARES TR SP SMCP600VL ETF IJS	IJS	8,216	$1.1m0.42%	0.42%	Unchanged
34	META PLATFORMS INC CL A META	META	1,954	$1.1m0.41%	0.41%	Added +655	+655 50.4%
35	INVESCO EXCH TRADED FD TR II RUSEL 1000 EQL EQAL	EQAL	16,993	$1.0m0.38%	0.38%	New
36	SOUND POINT MERIDIAN CAP INC COMMON STOCK SPMC	SPMC	100,437	$994.3k0.37%	0.37%	Added +3.6k	+3,618 3.7%
37	CISCO SYS INC COM CSCO	CSCO	8,421	$989.1k0.37%	0.37%	Added +589	+589 7.5%
38	WISDOMTREE TR EMG MKTS SMCAP DGS	DGS	13,581	$878.8k0.33%	0.33%	Added +693	+693 5.4%
39	PGIM ETF TR PGIM ULTRA SH BD PULS	PULS	17,349	$859.7k0.32%	0.32%	Reduced -5.3k	-5,349 -23.6%
40	WALMART INC COM WMT	WMT	5,715	$647.3k0.24%	0.24%	Reduced -6.2k	-6,200 -52.0%
41	GOLDMAN SACHS ETF TR ULTRA SHORT BOND GSST	GSST	12,542	$634.3k0.24%	0.24%	Reduced -24.9k	-24,878 -66.5%
42	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	10,716	$632.0k0.24%	0.24%	Unchanged
43	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	7,219	$621.9k0.23%	0.23%	Added +1	+1 0.0%
44	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,231	$616.0k0.23%	0.23%	Added +87	+87 7.6%
45	ELI LILLY & CO COM LLY	LLY	511	$612.9k0.23%	0.23%	Reduced -165	-165 -24.4%
46	JPMORGAN CHASE & CO COM JPM	JPM	1,730	$566.3k0.21%	0.21%	Added +61	+61 3.6%
47	WESTERN DIGITAL CORP COM WDC	WDC	863	$551.2k0.21%	0.21%	Added +102	+102 13.4%
48	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	10,882	$527.0k0.20%	0.20%	Unchanged
49	SALESFORCE INC COM CRM	CRM	3,350	$524.8k0.20%	0.20%	Reduced -279	-279 -7.7%
50	VANGUARD WORLD FD INF TECH ETF VGT	VGT	3,776	$451.3k0.17%	0.17%	Added +400	+400 11.8%
51	DIMENSIONAL ETF TRUST EMERGING MKTS HI DEHP	DEHP	10,502	$449.2k0.17%	0.17%	Added +3.1k	+3,144 42.7%
52	INTEL CORP COM INTC	INTC	3,198	$446.5k0.17%	0.17%	New
53	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	6,224	$443.5k0.17%	0.17%	Unchanged
54	ISHARES INC CORE MSCI EMKT IEMG	IEMG	5,286	$437.9k0.16%	0.16%	Unchanged
55	INTUIT COM INTU	INTU	1,652	$431.2k0.16%	0.16%	Added +13	+13 0.8%
56	COSTCO WHSL CORP NEW COM COST	COST	454	$424.7k0.16%	0.16%	Added +20	+20 4.6%
57	KLA CORP COM NEW KLAC	KLAC	1,368	$412.7k0.15%	0.15%	Reduced -42	-42 -3.0%
58	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	600	$384.5k0.14%	0.14%	New
59	JOHNSON & JOHNSON COM JNJ	JNJ	1,440	$365.6k0.14%	0.14%	Added +190	+190 15.2%
60	PGIM ETF TR AAA CLO ETF PAAA	PAAA	6,944	$356.0k0.13%	0.13%	Reduced -2.5k	-2,543 -26.8%
61	EXXON MOBIL CORP COM XOM	XOM	2,571	$351.5k0.13%	0.13%	Added +75	+75 3.0%
62	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	453	$345.7k0.13%	0.13%	New
63	SANDISK CORP COM SNDK	SNDK	147	$334.2k0.12%	0.12%	New
64	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	883	$331.4k0.12%	0.12%	New
65	ISHARES TR S&P 500 GRWT ETF IVW	IVW	2,408	$331.2k0.12%	0.12%	Unchanged
66	GE VERNOVA INC COM GEV	GEV	275	$323.1k0.12%	0.12%	Added +29	+29 11.8%
67	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	8,585	$316.3k0.12%	0.12%	Unchanged
68	ABBVIE INC COM ABBV	ABBV	1,252	$315.1k0.12%	0.12%	Reduced -112	-112 -8.2%
69	UNITEDHEALTH GROUP INC COM UNH	UNH	754	$313.5k0.12%	0.12%	New
70	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	9,790	$310.4k0.12%	0.12%	New
71	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	11,008	$304.9k0.11%	0.11%	Unchanged
72	ZSCALER INC COM ZS	ZS	2,156	$304.3k0.11%	0.11%	Added +627	+627 41.0%
73	SPDR INDEX SHS FDS S&P EMKTSC ETF EWX	EWX	4,074	$302.7k0.11%	0.11%	Unchanged
74	CATERPILLAR INC COM CAT	CAT	272	$289.7k0.11%	0.11%	New
75	LAM RESEARCH CORP COM NEW LRCX	LRCX	664	$287.7k0.11%	0.11%	New
76	BANK AMERICA CORP COM BAC	BAC	4,935	$281.2k0.10%	0.10%	Added +124	+124 2.6%
77	GE AEROSPACE COM NEW GE	GE	739	$276.2k0.10%	0.10%	Reduced -79	-79 -9.7%
78	MASTERCARD INCORPORATED CL A MA	MA	472	$242.4k0.09%	0.09%	Reduced -17	-17 -3.5%
79	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	239	$230.6k0.09%	0.09%	New
80	MERCK & CO INC COM MRK	MRK	1,769	$227.3k0.08%	0.08%	New
81	PROCTER AND GAMBLE CO COM PG	PG	1,546	$226.7k0.08%	0.08%	New
82	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	804	$226.1k0.08%	0.08%	New
83	MORGAN STANLEY COM NEW MS	MS	1,059	$221.4k0.08%	0.08%	New
84	NETFLIX INC COM NFLX	NFLX	3,041	$217.1k0.08%	0.08%	Added +365	+365 13.6%
85	CHEVRON CORP NEW COM CVX	CVX	1,207	$200.1k0.07%	0.07%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ARES MANAGEMENT CORPORATION ARES	ARES	224,154	$5.6m224.2k shares
PALANTIR TECHNOLOGIES INC PLTR	PLTR	1,841	$269.3k1.8k shares
HOME DEPOT INC HD	HD	709	$233.2k709 shares
BRISTOL-MYERS SQUIBB CO BMY	BMY	3,469	$210.4k3.5k shares