Everest Private Wealth

CIK 0002056683 · Q2 2026

13F Equity AUM

$268.0M

+35.8% QoQ

Positions

+13 QoQ

AUM Rank

#6,974

Top 56%

Skill Alpha (FF)

—

Building track record (6q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 50.8%Top 10: 65.1%Top 20: 82.8%

DFUS21.0%

GBIL9.8%

AAEQ7.5%

GOOG6.6%

GOOGL5.9%

NVDA4.0%

AAPL2.9%

VOO2.7%

CPAG2.5%

EA SERIES TRUST2.4%

Others (75)34.9%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services62.3%

Technology17.8%

Communication Services13.0%

Consumer Cyclical2.8%

Unclassified2.4%

Other1.7%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 85Median: 0.23%Avg: 1.18%

0–0.5%

57(11.1%)

0.5–1%

8(6.1%)

1–3%

14(28.1%)

3–5%

1(4.0%)

5%+

5(50.8%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 85vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New17Increased40Decreased15Exited4

New Positions

SNPS0.6%

+4K

EQAL0.4%

+17K

INTC0.2%

+3K

SOXX0.1%

+600

CRWD0.1%

+453

CDNS0.1%

+883

SNDK0.1%

+147

SCHD0.1%

+10K

UNH0.1%

+754

LRCX0.1%

+664

Increased

GBIL9.8%

+248K(+1673%)

CPAG2.5%

+56K(+644%)

DFUS21.0%

+42K(+6%)

ANET1.9%

+26K(+626%)

DIHP0.8%

+14K(+30%)

VXUS2.1%

+14K(+27%)

GOOG6.6%

+6K(+14%)

VUG0.2%

+6K(+500%)

NVDA4.0%

+6K(+13%)

AAPL2.9%

+5K(+24%)

Decreased

EA SERIES TRUST2.4%

-47,025(-30%)

GSST0.2%

-24,878(-66%)

AVGO1.8%

-8,692(-40%)

WMT0.2%

-6,200(-52%)

PULS0.3%

-5,349(-24%)

AMAT1.2%

-4,845(-53%)

AAEQ7.5%

-4,547(-1%)

PAAA0.1%

-2,543(-27%)

MU0.5%

-861(-44%)

CRM0.2%

-279(-8%)

Exited

ARES

-224,154

PLTR

-1,841

-709

BMY

-3,469

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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