Everest Private Wealth

Q3 2026 13F-HR Holdings

Location
Cupertino, CA
Holdings as of
9/30/2026
Date filed
11/10/2026
Form type
13F-HR
Num holdings
110
Total value ($000)
$306,857
Net value change ($000)
+38,831 (14.5%)
New positions
31
Sold out positions
6
Turnover %
13.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
EA SERIES TRUST 16,320 NEW
NTSK 9,125 NEW
CPAG 7,177 107.4%
CSCO 3,599 363.9%
DFA INVT DIMENSIONS GROUP IN 2,507 NEW
VXUS 2,371 42.6%
VGIT 2,176 344.3%
MSFT 2,169 43.1%
DFUS 2,011 3.6%
AAEQ 1,942 9.7%
Top Reduces (Value $000, Stocks/ETFs)
GBIL -19,731 -75.0%
DUHP -2,496 -100.0%
SNPS -1,307 -79.9%
EQAL -1,007 -100.0%
VOO -583 -8.2%
GOOGL -405 -2.6%
SOXX -384 -100.0%
XOM -352 -100.0%
CDNS -331 -100.0%
SCHD -310 -100.0%
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