Everest Financial Group LLC holds a diversified book of 199 stocks worth $607.3M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Vanguard S&P 500 ETF and trimmed Schwab US DVD Equity ETF. Their largest long position is Amazon.com Inc at 5% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2056391/holdings"
Use Arkolith to show Everest Financial Group LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
63% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc COM | $30.8M | 147.8K | 5.1% | ▲+14% Added · +18K sh | |
| 2 | Alphabet Inc CAP STK CL A | $29.2M | 101.4K | 4.8% | ▲+1.4% Added · +1K sh | |
| 3 | Microsoft Corp COM | $29.0M | 78.3K | 4.8% | ▲+12% Added · +9K sh | |
| 4 | Invesco Exch Traded FD TR II S&P 500 REVENUE | $28.7M | 249.8K | 4.7% | ▲+4.5% Added · +11K sh | |
| 5 | Nvidia Corporation COM | $27.5M | 157.9K | 4.5% | ▲+14% Added · +19K sh | |
| 6 | Schwab Strategic TR US DIVIDEND EQ | $22.1M | 720.2K | 3.6% | ▼−16% Reduced · −140K sh | |
| 7 | Taiwan Semiconductor Manufac SPONSORED ADS | $21.1M | 62.3K | 3.5% | ▲+8.9% Added · +5K sh | |
| 8 | Apple Inc COM | $21.0M | 82.9K | 3.5% | ▲+21% Added · +14K sh | |
| 9 | Invesco Exchange Traded FD T S&P MDCP QUALITY | $16.1M | 156.2K | 2.7% | ▼−3.4% Reduced · −6K sh | |
| 10 | J P Morgan Exchange Traded F EQUITY PREMIUM | $15.2M | 268.5K | 2.5% | ▲+19% Added · +44K sh | |
| 11 | Meta Platforms Inc CL A | $15.1M | 26.4K | 2.5% | ▲+23% Added · +5K sh | |
| 12 | Broadcom Inc COM | $14.2M | 45.8K | 2.3% | ▲+31% Added · +11K sh | |
| 13 | Servicenow Inc COM | $11.0M | 104.8K | 1.8% | ▲+19% Added · +16K sh | |
| 14 | Palo Alto Networks Inc COM | $10.5M | 65.5K | 1.7% | ▲+19% Added · +10K sh | |
| 15 | Berkshire Hathaway Inc Del CL B NEW | $10.3M | 21.4K | 1.7% | ▲+44% Added · +7K sh | |
| 16 | Visa Inc COM CL A | $10.2M | 33.8K | 1.7% | ▲+25% Added · +7K sh | |
| 17 | Schwab Strategic TR US LCAP GR ETF | $9.7M | 332.5K | 1.6% | ▲+33% Added · +83K sh | |
| 18 | Select Sector SPDR TR STATE STREET FIN | $9.5M | 191.7K | 1.6% | ▲+24% Added · +37K sh | |
| 19 | ASML Hldg NV N Y REGISTRY SHS | $9.3M | 7.1K | 1.5% | ▲+15% Added · +917 sh | |
| 20 | Vanguard Index FDS S&P 500 ETF SHS | $9.2M | 15.4K | 1.5% | ▲New New position | |
| 21 | Unitedhealth Group Inc COM | $9.2M | 34.0K | 1.5% | ▲+18% Added · +5K sh | |
| 22 | Advanced Micro Devices Inc COM | $8.6M | 42.4K | 1.4% | ▲+4.5% Added · +2K sh | |
| 23 | Crowdstrike Hldgs Inc CL A | $8.6M | 22.1K | 1.4% | ▲+3.9% Added · +821 sh | |
| 24 | Micron Technology Inc COM | $7.3M | 21.5K | 1.2% | ▲+2.3% Added · +478 sh | |
| 25 | Ishares TR RUS TP200 GR ETF | $6.9M | 27.6K | 1.1% | ▲+4.5% Added · +1K sh | |
| 26 | Uber Technologies Inc COM | $6.7M | 92.8K | 1.1% | ▲+28% Added · +20K sh | |
| 27 | Salesforce Inc COM | $6.4M | 34.5K | 1.1% | ▲+3.9% Added · +1K sh | |
| 28 | Ishares Gold TR ISHARES NEW | $6.2M | 70.7K | 1.0% | ▲+0.2% Added · +124 sh | |
| 29 | Eaton Corp PLC SHS | $6.1M | 17.0K | 1.0% | ▲New New position | |
| 30 | Energy Transfer L P COM UT LTD PTN | $6.0M | 308.7K | 1.0% | ▼−0.7% Reduced · −2K sh | |
| 31 | Alphabet Inc CAP STK CL C | $5.9M | 20.4K | 1.0% | ▲+347% Added · +16K sh | |
| 32 | Ishares TR FLTG RATE NT ETF | $5.5M | 108.1K | 0.9% | ▲New New position | |
| 33 | Dimensional ETF Trust US CORE EQUITY 2 | $5.1M | 131.0K | 0.8% | ▲New New position | |
| 34 | Sprott Asset Management LP PHYSICAL SILVER | $4.6M | 189.0K | 0.8% | ▲New New position | |
| 35 | JPMorgan Chase & Co COM | $4.2M | 14.2K | 0.7% | ▲+57% Added · +5K sh | |
| 36 | Mastercard Incorporated CL A | $4.0M | 7.9K | 0.7% | ▲+69% Added · +3K sh | |
| 37 | Vanguard World FD INF TECH ETF | $3.9M | 5.6K | 0.6% | ▲New New position | |
| 38 | Delta Air Lines Inc COM NEW | $3.9M | 58.9K | 0.6% | ▼−2.1% Reduced · −1K sh | |
| 39 | Tesla Inc COM | $3.9M | 10.4K | 0.6% | ▲+16% Added · +1K sh | |
| 40 | Exxon Mobil Corp COM | $3.7M | 21.9K | 0.6% | ▲+81% Added · +10K sh | |
| 41 | Fidelity Covington Trust ENHANCED INTL | $3.4M | 92.3K | 0.6% | ▲New New position | |
| 42 | Dell Technologies Inc CL C | $3.4M | 20.8K | 0.6% | ▲+500% Added · +17K sh | |
| 43 | Proshares TR S&P 500 DV ARIST | $3.4M | 32.0K | 0.6% | ▲New New position | |
| 44 | Dimensional ETF Trust US EQUITY MARKET | $3.3M | 47.0K | 0.5% | ▲New New position | |
| 45 | Dimensional ETF Trust INTL CORE EQT MK | $3.2M | 83.1K | 0.5% | ▲New New position | |
| 46 | Dimensional ETF Trust ULTRASHORT FIXED | $3.1M | 60.4K | 0.5% | ▲New New position | |
| 47 | J P Morgan Exchange Traded F INCOME ETF | $2.8M | 61.3K | 0.5% | ▲+54% Added · +22K sh | |
| 48 | Ishares TR CORE S&P500 ETF | $2.6M | 4.0K | 0.4% | ▲New New position | |
| 49 | Putnam ETF Trust FOCUSED LAR CAP | $2.6M | 56.0K | 0.4% | ▲+788% Added · +50K sh | |
| 50 | Ishares TR 20 YR TR BD ETF | $2.5M | 28.9K | 0.4% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.