Everest Financial Group LLC holds a diversified book of 208 stocks worth $738.4M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Schwab FNDMN Intl LRG Co ETF and trimmed Amazon.com Inc. Their largest long position is Alphabet Inc-CL A at 5% of the equity book.
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.
66% 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
Other tracked managers holding the same core names as Everest Financial Group LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $530.1B |
| ROYAL BANK OF CANADA | 80 / 80 | $152.6B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $93.3B |
| LPL Financial LLC | 80 / 80 | $82.7B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $80.1B |
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 80 | $19.3B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $18.8B |
| MML INVESTORS SERVICES, LLC | 80 / 80 | $13.0B |
Ranked by how many of Everest Financial Group LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc CAP STK CL A | $36.6M | 102.4K | 5.0% | ▲+0.9% Added · +965 sh | |
| 2 | Amazon Com Inc COM | $35.2M | 147.7K | 4.8% | ▼−0.1% Reduced · −119 sh | |
| 3 | Invesco Exch Traded FD TR II S&P 500 REVENUE | $32.2M | 252.0K | 4.4% | ▲+0.9% Added · +2K sh | |
| 4 | Nvidia Corporation COM | $31.7M | 158.4K | 4.3% | ▲+0.3% Added · +512 sh | |
| 5 | Taiwan Semiconductor Manufac SPONSORED ADS | $29.9M | 62.7K | 4.1% | ▲+0.5% Added · +321 sh | |
| 6 | Microsoft Corp COM | $29.3M | 78.4K | 4.0% | ▲+0.2% Added · +159 sh | |
| 7 | Micron Technology Inc COM | $25.5M | 22.1K | 3.5% | ▲+2.8% Added · +603 sh | |
| 8 | Advanced Micro Devices Inc COM | $24.1M | 41.5K | 3.3% | ▼−1.9% Reduced · −828 sh | |
| 9 | Palo Alto Networks Inc COM | $23.5M | 68.8K | 3.2% | ▲+5.1% Added · +3K sh | |
| 10 | Apple Inc COM | $22.7M | 78.5K | 3.1% | ▼−5.3% Reduced · −4K sh | |
| 11 | Schwab Strategic TR US DIVIDEND EQ | $20.2M | 637.0K | 2.7% | ▼−12% Reduced · −83K sh | |
| 12 | Broadcom Inc COM | $18.8M | 49.7K | 2.5% | ▲+8.5% Added · +4K sh | |
| 13 | Crowdstrike Hldgs Inc CL A | $16.9M | 22.2K | 2.3% | ▲+0.6% Added · +134 sh | |
| 14 | Meta Platforms Inc CL A | $15.5M | 27.6K | 2.1% | ▲+4.3% Added · +1K sh | |
| 15 | J P Morgan Exchange Traded F EQUITY PREMIUM | $15.5M | 274.0K | 2.1% | ▲+2.0% Added · +6K sh | |
| 16 | Invesco Exchange Traded FD T S&P MDCP QUALITY | $14.9M | 131.7K | 2.0% | ▼−16% Reduced · −24K sh | |
| 17 | ASML Hldg NV N Y REGISTRY SHS | $13.7M | 6.9K | 1.9% | ▼−2.3% Reduced · −162 sh | |
| 18 | Unitedhealth Group Inc COM | $13.6M | 32.7K | 1.8% | ▼−3.8% Reduced · −1K sh | |
| 19 | Visa Inc COM CL A | $11.4M | 33.4K | 1.6% | ▼−1.4% Reduced · −477 sh | |
| 20 | Schwab Strategic TR US LCAP GR ETF | $11.0M | 325.2K | 1.5% | ▼−2.2% Reduced · −7K sh | |
| 21 | Berkshire Hathaway Inc Del CL B NEW | $10.7M | 21.4K | 1.5% | ▲~0% Added · +3 sh | |
| 22 | Vanguard Index FDS S&P 500 ETF SHS | $10.7M | 15.5K | 1.4% | ▲+0.7% Added · +105 sh | |
| 23 | Select Sector SPDR TR ST STR FINL ETF | $10.1M | 188.0K | 1.4% | ▼−1.9% Reduced · −4K sh | |
| 24 | Servicenow Inc COM | $9.6M | 97.1K | 1.3% | ▼−7.3% Reduced · −8K sh | |
| 25 | Dell Technologies Inc CL C | $9.4M | 21.8K | 1.3% | ▲+4.9% Added · +1K sh | |
| 26 | Ishares TR RUS TP200 GR ETF | $8.0M | 27.6K | 1.1% | ▼~0% Reduced · −13 sh | |
| 27 | Eaton Corp PLC SHS | $7.3M | 17.2K | 1.0% | ▲+0.9% Added · +147 sh | |
| 28 | Alphabet Inc CAP STK CL C | $7.1M | 20.0K | 1.0% | ▼−2.2% Reduced · −446 sh | |
| 29 | Uber Technologies Inc COM | $6.7M | 92.6K | 0.9% | ▼−0.2% Reduced · −202 sh | |
| 30 | Dimensional ETF Trust US COR EQU 2 ETF | $5.9M | 133.9K | 0.8% | ▲+2.2% Added · +3K sh | |
| 31 | Energy Transfer L P COM UT LTD PTN | $5.8M | 304.5K | 0.8% | ▼−1.4% Reduced · −4K sh | |
| 32 | RBB Fund Trust FIRST EAGLE GBL | $5.5M | 111.6K | 0.7% | ▲+112% Added · +59K sh | |
| 33 | Delta Air Lines Inc COM NEW | $5.4M | 58.1K | 0.7% | ▼−1.4% Reduced · −835 sh | |
| 34 | Vanguard World FD INF TECH ETF | $5.4M | 45.4K | 0.7% | ▲+705% Added · +40K sh | |
| 35 | Ishares Gold TR ISHARES NEW | $5.3M | 70.5K | 0.7% | ▼−0.4% Reduced · −257 sh | |
| 36 | Ishares TR FLTG RATE NT ETF | $5.1M | 100.4K | 0.7% | ▼−7.1% Reduced · −8K sh | |
| 37 | JPMorgan Chase & Co COM | $4.6M | 14.1K | 0.6% | ▼−0.8% Reduced · −107 sh | |
| 38 | Tesla Inc COM | $4.4M | 10.4K | 0.6% | ▲+0.1% Added · +12 sh | |
| 39 | Mastercard Incorporated CL A | $4.4M | 8.5K | 0.6% | ▲+7.4% Added · +589 sh | |
| 40 | Salesforce Inc COM | $3.9M | 25.1K | 0.5% | ▼−27% Reduced · −9K sh | |
| 41 | Dimensional ETF Trust US EQUI MARK ETF | $3.9M | 47.8K | 0.5% | ▲+1.7% Added · +818 sh | |
| 42 | Putnam ETF Trust FOCUSED LAR CAP | $3.9M | 76.2K | 0.5% | ▲+36% Added · +20K sh | |
| 43 | Proshares TR S&P 500 DV ARIST | $3.6M | 64.7K | 0.5% | ▲+102% Added · +33K sh | |
| 44 | Dimensional ETF Trust INTL CORE EQT MK | $3.4M | 83.6K | 0.5% | ▲+0.6% Added · +464 sh | |
| 45 | Applied Matls Inc COM | $3.0M | 4.2K | 0.4% | ▼−4.2% Reduced · −183 sh | |
| 46 | Exxon Mobil Corp COM | $3.0M | 21.9K | 0.4% | ▲+0.1% Added · +21 sh | |
| 47 | Ishares TR CORE S&P500 ETF | $3.0M | 4.0K | 0.4% | ▼−0.1% Reduced · −2 sh | |
| 48 | Fidelity Covington Trust ENHANCED INTL | $2.9M | 73.5K | 0.4% | ▼−20% Reduced · −19K sh | |
| 49 | Dimensional ETF Trust ULTR FIX INC ETF | $2.9M | 56.8K | 0.4% | ▼−5.9% Reduced · −4K sh | |
| 50 | Select Sector SPDR TR ST STR INDL ETF | $2.9M | 15.5K | 0.4% | ▲+0.7% Added · +110 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.