Everest Financial Group LLC

CIK 0002056391 · MINNEAPOLIS, MN · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source

Everest Financial Group LLC reported 208 positions worth $738.4M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: GOOGL (5.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$738.4M
2026 Q2
Positions
208
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
39.4%
Est. Net Flow (Q)
2026 Q2
10 / 208 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1GOOGLALPHABET INCSH$36.6M4.95%102,368
2AMZNAMAZON COM INCSH$35.2M4.77%147,668
3RWLINVESCO EXCH TRADED FD TR IISH$32.2M4.36%252,019
4NVDANVIDIA CORPORATIONSH$31.7M4.29%158,412
5TSMTAIWAN SEMICONDUCTOR MANUFACSH$29.9M4.05%62,662
6MSFTMICROSOFT CORPSH$29.3M3.96%78,425
7MUMICRON TECHNOLOGY INCSH$25.5M3.46%22,133
8AMDADVANCED MICRO DEVICES INCSH$24.1M3.27%41,537
9PANWPALO ALTO NETWORKS INCSH$23.5M3.18%68,806
10AAPLAPPLE INCSH$22.7M3.08%78,507

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Everest Financial Group LLC hold as of Q2 2026?

Everest Financial Group LLC reported 208 positions worth $738.4M in its Q2 2026 13F filing. Largest positions: GOOGL (5.0%), AMZN (4.8%), RWL (4.4%), NVDA (4.3%) and TSM (4.1%).

What did Everest Financial Group LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Everest Financial Group LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.