Everest Management Corp. Q4 2025 Filing

Filed February 2, 2026

Portfolio Value

$179.3B

Holdings

63

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (63 positions)

#StockSharesValue% PortfolioType
1
DFUSDIMENSIONAL ETF TRUST
702,761$52.1B29.07%
2
AAEQEA SERIES TRUST
381,936$18.8B10.51%
3
GOOGLALPHABET INC
43,085$13.5B7.52%
4
GOOGALPHABET INC
42,798$13.4B7.49%
5
VOOVANGUARD INDEX FDS
10,088$6.3B3.53%
6
AMZNAMAZON COM INC
23,800$5.5B3.06%
7
VTIVANGUARD INDEX FDS
15,133$5.1B2.83%
8
MSFTMICROSOFT CORP
9,162$4.4B2.47%
9
IXUSISHARES TR
51,676$4.4B2.44%
10
NVDANVIDIA CORPORATION
22,965$4.3B2.39%
11
DFACDIMENSIONAL ETF TRUST
108,049$4.3B2.39%
12
AVGOBROADCOM INC
10,853$3.8B2.09%
13
VXUSVANGUARD STAR FDS
48,915$3.7B2.06%
14
AAPLAPPLE INC
12,092$3.3B1.83%
15
GSLCGOLDMAN SACHS ETF TR
20,422$2.7B1.51%
16
VTVVANGUARD INDEX FDS
11,218$2.1B1.19%
17
RSPINVESCO EXCHANGE TRADED FD T
10,862$2.1B1.16%
18
GBILGOLDMAN SACHS ETF TR
19,242$1.9B1.07%
19
VVISA INC
4,886$1.7B0.96%
20
DIHPDIMENSIONAL ETF TRUST
42,866$1.4B0.76%
21
IVVISHARES TR
1,967$1.3B0.75%
22
ORCLORACLE CORP
6,246$1.2B0.68%
23
JQUAJ P MORGAN EXCHANGE TRADED F
17,438$1.1B0.61%
24
SPMCSOUND POINT MERIDIAN CAP INC
79,798$1.1B0.61%
25
INTUINTUIT
1,632$1.1B0.60%
26
PULSPGIM ETF TR
21,810$1.1B0.60%
27
PAAAPGIM ETF TR
20,444$1.0B0.58%
28
IJSISHARES TR
8,216$934.0M0.52%
29
DUHPDIMENSIONAL ETF TRUST
24,393$927.0M0.52%
30
CRMSALESFORCE INC
3,374$893.0M0.50%
31
METAMETA PLATFORMS INC
1,244$821.0M0.46%
32
CSCOCISCO SYS INC
10,627$818.0M0.46%
33
VUGVANGUARD INDEX FDS
1,629$794.0M0.44%
34
TSLATESLA INC
1,634$734.0M0.41%
35
DGSWISDOMTREE TR
11,646$666.0M0.37%
36
MUBISHARES TR
6,015$644.0M0.36%
37
GSSTGOLDMAN SACHS ETF TR
11,953$603.0M0.34%
38
BNDXVANGUARD CHARLOTTE FDS
11,239$543.0M0.30%
39
ANETARISTA NETWORKS INC
3,959$518.0M0.29%
40
JPMJPMORGAN CHASE & CO.
1,574$507.0M0.28%
41
VGITVANGUARD SCOTTSDALE FDS
8,392$502.0M0.28%
42
BRK/BBERKSHIRE HATHAWAY INC DEL
965$485.0M0.27%
43
LLYELI LILLY & CO
425$456.0M0.25%
44
AMDADVANCED MICRO DEVICES INC
1,935$414.0M0.23%
45
VEAVANGUARD TAX-MANAGED FDS
6,187$386.0M0.22%
46
SPYSPDR S&P 500 ETF TR
544$371.0M0.21%
47
WMTWALMART INC
2,958$329.0M0.18%
48
VGTVANGUARD WORLD FD
422$318.0M0.18%
49
COSTCOSTCO WHSL CORP NEW
356$306.0M0.17%
50
IEMGISHARES INC
4,430$297.0M0.17%
51
IVWISHARES TR
2,408$296.0M0.17%
52
DFAXDIMENSIONAL ETF TRUST
8,585$280.0M0.16%
53
XOMEXXON MOBIL CORP
2,330$280.0M0.16%
54
MAMASTERCARD INCORPORATED
475$271.0M0.15%
55
EWXSPDR INDEX SHS FDS
4,074$267.0M0.15%
56
SCHFSCHWAB STRATEGIC TR
10,550$253.0M0.14%
57
ABBVABBVIE INC
1,061$242.0M0.13%
58
JNJJOHNSON & JOHNSON
1,169$241.0M0.13%
59
PLTRPALANTIR TECHNOLOGIES INC
1,344$238.0M0.13%
60
MUMICRON TECHNOLOGY INC
819$233.0M0.13%
61
NFLXNETFLIX INC
2,401$225.0M0.13%
62
BACBANK AMERICA CORP
4,037$222.0M0.12%
63
SNPSSYNOPSYS INC
449$210.0M0.12%