Everest Private Wealth

Q2 2026 13F-HR Holdings

Location
Cupertino, CA
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
85
Total value ($000)
$268,026
Net value change ($000)
+70,609 (35.8%)
New positions
18
Sold out positions
4
Turnover %
5.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GBIL 24,838 1672.6%
DFUS 10,516 23.0%
CPAG 5,791 647.8%
GOOGL 5,081 40.3%
ANET 4,672 905.4%
GOOGL 3,290 26.2%
NVDA 2,407 29.4%
AAEQ 2,296 13.0%
AAPL 2,246 41.4%
SNPS 1,635 NEW
Top Reduces (Value $000, Stocks/ETFs)
ARES -5,607 -100.0%
AVGO -1,799 -26.7%
BOXX -1,411 -18.2%
WMT -834 -56.3%
INTU -278 -39.2%
PLTR -269 -100.0%
PULS -264 -23.5%
HD -233 -100.0%
BMY -210 -100.0%
CRM -152 -22.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type