Everest Private Wealth reported 48 positions worth $99.12M for the quarter ended Jun 30, 2026, up 27.2% on the prior quarter. It opened 14 new positions, added to 24, trimmed 10 and exited 4. Its largest holding is Alphabet Inc. at 17.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ANET Arista Networks, Inc. | +26.3K | +626.2% | $4.47M | 5.23% |
| GOOG Alphabet Inc. | +6,113 | +13.9% | $2.16M | 17.85% |
| SNPS Synopsys Inc | +3,665 | – | $1.63M | 1.65% |
| MSFT Microsoft Corp | +3,983 | +41.9% | $1.49M | 5.08% |
| AAPL Apple Inc. | +5,133 | +24.0% | $1.49M | 7.74% |
| NVDA Nvidia Corp | +6,010 | +12.8% | $1.20M | 10.68% |
| V Visa Inc. | +2,300 | +46.7% | $789.11K | 2.5% |
| TSLA Tesla, Inc. | +1,150 | +59.7% | $483.69K | 1.31% |
| INTC Intel Corp | +3,198 | – | $446.54K | 0.451% |
| META Meta Platforms, Inc. | +655 | +50.4% | $368.96K | 1.11% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ARES Ares Management Corp | -224.2K | -100.0% | $5.61M | Exited |
| AMAT Applied Materials Inc | -4,845 | -52.5% | $3.50M | 3.19% |
| AVGO Broadcom Inc. | -8,692 | -39.9% | $3.28M | 4.98% |
| MU Micron Technology Inc | -861 | -43.8% | $993.84K | 1.29% |
| WMT Walmart Inc. | -6,200 | -52.0% | $702.21K | 0.653% |
| PLTR Palantir Technologies Inc. | -1,841 | -100.0% | $269.30K | Exited |
| HD Home Depot, Inc. | -709 | -100.0% | $233.18K | Exited |
| BMY Bristol Myers Squibb Co | -3,469 | -100.0% | $210.40K | Exited |
| LLY ELI LILLY & Co | -165 | -24.4% | $197.91K | 0.618% |
| CRM Salesforce, Inc. | -279 | -7.7% | $43.71K | 0.529% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| SNPS Synopsys Inc | +3,665 | $1.63M | 1.65% |
| INTC Intel Corp | +3,198 | $446.54K | 0.451% |
| CRWD CrowdStrike Holdings, Inc. | +1,812 | $345.70K | 0.349% |
| SNDK Sandisk Corp | +147 | $334.24K | 0.337% |
| CDNS Cadence Design Systems Inc | +883 | $331.41K | 0.334% |
| UNH Unitedhealth Group Inc | +754 | $313.50K | 0.316% |
| CAT Caterpillar Inc | +272 | $289.65K | 0.292% |
| LRCX Lam Research Corp | +664 | $287.73K | 0.29% |
| STX Seagate Technology Holdings plc | +239 | $230.64K | 0.233% |
| MRK Merck & Co., Inc. | +1,769 | $227.32K | 0.229% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | GOOG Alphabet Inc. | Technology | 50.1K | $17.69M | 17.85% | +6,113 | +13.9% | Added | 0% |
| 2 | GOOGL Alphabet Inc. | Technology | 44.3K | $15.83M | 15.97% | +687 | +1.6% | Added | 0% |
| 3 | NVDA Nvidia Corp | Technology | 52.9K | $10.58M | 10.68% | +6,010 | +12.8% | Added | 0% |
| 4 | AAPL Apple Inc. | Technology | 26.5K | $7.68M | 7.74% | +5,133 | +24.0% | Added | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 26.0K | $6.19M | 6.25% | +495 | +1.9% | Added | 0% |
| 6 | ANET Arista Networks, Inc. | Technology | 30.5K | $5.19M | 5.23% | +26.3K | +626.2% | Added | 0% |
| 7 | MSFT Microsoft Corp | Technology | 13.5K | $5.03M | 5.08% | +3,983 | +41.9% | Added | 0% |
| 8 | AVGO Broadcom Inc. | Technology | 13.1K | $4.94M | 4.98% | -8,692 | -39.9% | Reduced | 0% |
| 9 | AMAT Applied Materials Inc | Technology | 4,375 | $3.16M | 3.19% | -4,845 | -52.5% | Reduced | 0% |
| 10 | V Visa Inc. | Financial Services | 7,223 | $2.48M | 2.5% | +2,300 | +46.7% | Added | 0% |
| 11 | SNPS Synopsys Inc | Technology | 3,665 | $1.63M | 1.65% | +3,665 | – | New | 0% |
| 12 | ORCL Oracle Corp | Technology | 10.5K | $1.54M | 1.55% | +2,427 | +30.0% | Added | 0% |
| 13 | AMD Advanced Micro Devices Inc | Technology | 2,376 | $1.38M | 1.39% | +158 | +7.1% | Added | 0% |
| 14 | TSLA Tesla, Inc. | Consumer Discretionary | 3,076 | $1.29M | 1.31% | +1,150 | +59.7% | Added | 0% |
| 15 | MU Micron Technology Inc | Technology | 1,104 | $1.27M | 1.29% | -861 | -43.8% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Everest Private Wealth.
As of its Q2 2026 13F filing, Everest Private Wealth’s five largest positions were Alphabet Inc. (GOOG) at 17.8%, Alphabet Inc. (GOOGL) at 16.0%, Nvidia Corp (NVDA) at 10.7%, Apple Inc. (AAPL) at 7.7%, Amazon Com Inc (AMZN) at 6.2% of the reported portfolio.
Everest Private Wealth reported a 13F portfolio worth $99.12M across 48 positions for Q2 2026. That is up 27.2% from the previous quarter.
Its largest purchases by value were Arista Networks, Inc. ($4.47M), Alphabet Inc. ($2.16M), Synopsys Inc ($1.63M). It opened 14 new positions.
Its largest sales by value were Ares Management Corp ($5.61M), Applied Materials Inc ($3.50M), Broadcom Inc. ($3.28M). It exited 4 positions entirely.
From the Form 13F-HR reports Everest Private Wealth files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.