account_balance
Investment manager · 13F filer · SEC CIK 2056683
Everest Private Wealth
Reported value$307Mas of Sep 30, 2026
Positions110 29 new, 4 sold out
Top 10 weight59.1%DFUS alone is 19%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFUSDimensional ETF Trust
19.0%Added +2%
AAEQEa Series Trust
7.1%Added +6%
GOOGAlphabet Inc
5.8%Added +5%
AAUBEa Series Trust
5.3%New
GOOGLAlphabet Inc
5.0%
CPAGRBB Fd Inc
4.5%Added +116%
NVDANvidia Corporation
3.7%Trimmed −5%
AAPLApple Inc
3.0%Added +4%
NTSKNetskope Inc
3.0%New
VXUSVanguard Star FDS
2.6%Added +44%
MSFTMicrosoft Corp
2.3%Added +4%
GBILGoldman Sachs ETF Tr
2.1%Trimmed −75%
DFUSDimensional ETF Trust
19.0%Added +2%
AAEQ7.1%GOOG5.8%AAUB5.3%GOOGL5.0%CPAG4.5%NVDA3.7%AAPL3.0%NTSK3.0%VXUS2.6%MSFT2.3%GBIL2.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFUS Dimensional ETF Trust 19.0% Added +2%AAEQ Ea Series Trust 7.1% Added +6%GOOG Alphabet Inc 5.8% Added +5%AAUB Ea Series Trust 5.3% NewGOOGL Alphabet Inc 5.0% HeldCPAG RBB Fd Inc 4.5% Added +116%NVDA Nvidia Corporation 3.7% Trimmed −5%AAPL Apple Inc 3.0% Added +4%NTSK Netskope Inc 3.0% NewVXUS Vanguard Star FDS 2.6% Added +44%MSFT Microsoft Corp 2.3% Added +4%GBIL Goldman Sachs ETF Tr 2.1% Trimmed −75%
What changed