Everest Management Corp. - Portfolio overview

Everest Management Corp. has 80 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

  1. DFUS - DIMENSIONAL ETF TRUST, 23.58%
  2. AAEQ - EA SERIES TRUST, 9.12%
  3. GOOG - ALPHABET INC, 6.50%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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