Everest Private Wealth holds a focused book of 85 stocks worth $268.0M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Synopsys Inc and trimmed Alpha Architct US Eqty 2 ETF. Their largest long position is Dimensional US Eq MKT ETF at 21% of the equity book. Cloning the disclosed picks since 2025 would be +16% (+20.4%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 2.8 points over this window.
Growth of $10,000 cloning Everest Private Wealth's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
37% 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 Private Wealth
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ROYAL BANK OF CANADA | 79 / 80 | $171.2B |
| UBS Group AG | 78 / 80 | $155.1B |
| MORGAN STANLEY | 77 / 80 | $608.2B |
| Creative Planning | 77 / 80 | $52.9B |
| Cerity Partners LLC | 77 / 80 | $27.3B |
| NewEdge Advisors, LLC | 77 / 80 | $11.9B |
| JPMORGAN CHASE & CO | 76 / 80 | $579.9B |
| BANK OF AMERICA CORP /DE/ | 76 / 80 | $447.8B |
Ranked by how many of Everest Private Wealth'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 | Dimensional ETF Trust US EQUI MARK ETF | $56.3M | 686.6K | 21.0% | ▲+6.4% Added · +42K sh | |
| 2 | Goldman Sachs ETF TR ACCES TREASURY | $26.3M | 262.8K | 9.8% | ▲18× Added · +248K sh | |
| 3 | Ea Series Trust ALPHA ARCHITECT | $20.0M | 375.9K | 7.5% | ▼−1.2% Reduced · −5K sh | |
| 4 | Alphabet Inc CAP STK CL C | $17.7M | 50.1K | 6.6% | ▲+14% Added · +6K sh | |
| 5 | Alphabet Inc CAP STK CL A | $15.8M | 44.3K | 5.9% | ▲+1.6% Added · +687 sh | |
| 6 | Nvidia Corporation COM | $10.6M | 52.9K | 3.9% | ▲+13% Added · +6K sh | |
| 7 | Apple Inc COM | $7.7M | 26.5K | 2.9% | ▲+24% Added · +5K sh | |
| 8 | Vanguard Index FDS S&P 500 ETF SHS | $7.1M | 10.4K | 2.7% | ▲~0% Added · +2 sh | |
| 9 | RBB FD Inc F M CO US AG ETF | $6.7M | 65.1K | 2.5% | ▲+644% Added · +56K sh | |
| 10 | Ea Series Trust ALPHA ARCHITECT | $6.4M | 111.6K | 2.4% | ▼−30% Reduced · −47K sh | |
| 11 | Amazon Com Inc COM | $6.2M | 26.0K | 2.3% | ▲+1.9% Added · +495 sh | |
| 12 | Vanguard Star FDS VG TL INTL STK F | $5.6M | 65.1K | 2.1% | ▲+27% Added · +14K sh | |
| 13 | Arista Networks Inc COM SHS | $5.2M | 30.5K | 1.9% | ▲+626% Added · +26K sh | |
| 14 | Microsoft Corp COM | $5.0M | 13.5K | 1.9% | ▲+42% Added · +4K sh | |
| 15 | Broadcom Inc COM | $4.9M | 13.1K | 1.8% | ▼−40% Reduced · −9K sh | |
| 16 | Ishares TR CORE MSCI TOTAL | $4.9M | 51.7K | 1.8% | —Held | |
| 17 | Dimensional ETF Trust US COR EQU 2 ETF | $4.8M | 108.0K | 1.8% | —Held | |
| 18 | Vanguard Index FDS TOTAL STK MKT | $4.7M | 12.8K | 1.8% | ▲~0% Added · +1 sh | |
| 19 | Applied Matls Inc COM | $3.2M | 4.4K | 1.2% | ▼−53% Reduced · −5K sh | |
| 20 | Goldman Sachs ETF TR ACTIVEBETA US LG | $2.9M | 20.4K | 1.1% | —Held | |
| 21 | Dimensional ETF Trust US HIGH PROF ETF | $2.5M | 59.8K | 0.9% | ▲+1.1% Added · +630 sh | |
| 22 | Visa Inc COM CL A | $2.5M | 7.2K | 0.9% | ▲+47% Added · +2K sh | |
| 23 | Vanguard Index FDS VALUE ETF | $2.5M | 11.3K | 0.9% | ▲+0.1% Added · +7 sh | |
| 24 | Invesco Exchange Traded FD T S&P500 EQL WGT | $2.3M | 10.9K | 0.9% | ▲~0% Added · +4 sh | |
| 25 | Dimensional ETF Trust INTL HIGH PROFIT | $2.1M | 61.7K | 0.8% | ▲+30% Added · +14K sh | |
| 26 | Synopsys Inc COM | $1.6M | 3.7K | 0.6% | ▲New New position | |
| 27 | Oracle Corp COM | $1.5M | 10.5K | 0.6% | ▲+30% Added · +2K sh | |
| 28 | Advanced Micro Devices Inc COM | $1.4M | 2.4K | 0.5% | ▲+7.1% Added · +158 sh | |
| 29 | Tesla Inc COM | $1.3M | 3.1K | 0.5% | ▲+60% Added · +1K sh | |
| 30 | Ishares TR CORE S&P500 ETF | $1.3M | 1.7K | 0.5% | —Held | |
| 31 | Micron Technology Inc COM | $1.3M | 1.1K | 0.5% | ▼−44% Reduced · −861 sh | |
| 32 | J P Morgan Exchange Traded F US QUALTY FCTR | $1.2M | 17.0K | 0.5% | ▼−1.4% Reduced · −237 sh | |
| 33 | Ishares TR SP SMCP600VL ETF | $1.1M | 8.2K | 0.4% | —Held | |
| 34 | Meta Platforms Inc CL A | $1.1M | 2.0K | 0.4% | ▲+50% Added · +655 sh | |
| 35 | Invesco Exch Traded FD TR II RUSEL 1000 EQL | $1.0M | 17.0K | 0.4% | ▲New New position | |
| 36 | Sound Point Meridian Cap Inc COMMON STOCK | $994K | 100.4K | 0.4% | ▲+3.7% Added · +4K sh | |
| 37 | Cisco Sys Inc COM | $989K | 8.4K | 0.4% | ▲+7.5% Added · +589 sh | |
| 38 | Wisdomtree TR EMG MKTS SMCAP | $879K | 13.6K | 0.3% | ▲+5.4% Added · +693 sh | |
| 39 | Pgim ETF TR PGIM ULTRA SH BD | $860K | 17.3K | 0.3% | ▼−24% Reduced · −5K sh | |
| 40 | Walmart Inc COM | $647K | 5.7K | 0.2% | ▼−52% Reduced · −6K sh | |
| 41 | Goldman Sachs ETF TR ULTR SHOR BD ETF | $634K | 12.5K | 0.2% | ▼−66% Reduced · −25K sh | |
| 42 | Vanguard Scottsdale FDS INTER TERM TREAS | $632K | 10.7K | 0.2% | —Held | |
| 43 | Vanguard Index FDS GROWTH ETF | $622K | 7.2K | 0.2% | ▲+500% Added · +6K sh | |
| 44 | Berkshire Hathaway Inc Del CL B NEW | $616K | 1.2K | 0.2% | ▲+7.6% Added · +87 sh | |
| 45 | Eli Lilly & Co COM | $613K | 511 | 0.2% | ▼−24% Reduced · −165 sh | |
| 46 | JPMorgan Chase & Co COM | $566K | 1.7K | 0.2% | ▲+3.6% Added · +61 sh | |
| 47 | Western Digital Corp COM | $551K | 863 | 0.2% | ▲+13% Added · +102 sh | |
| 48 | Vanguard Charlotte FDS TOTAL INT BD ETF | $527K | 10.9K | 0.2% | —Held | |
| 49 | Salesforce Inc COM | $525K | 3.4K | 0.2% | ▼−7.7% Reduced · −279 sh | |
| 50 | Vanguard World FD INF TECH ETF | $451K | 3.8K | 0.2% | ▲+795% Added · +3K 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/2056683/holdings"
Use Arkolith to show Everest Private Wealth'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. The performance line is a simulation of the disclosed long book, not an audited return.