Everest Financial Group LLC

Q1 2026 13F-HR Holdings

Location
Minneapolis, MN
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
199
Total value ($000)
$607,323
Net value change ($000)
+160,367 (35.9%)
New positions
113
Sold out positions
3
Turnover %
20.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
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)
VOO 9,223 NEW
ETN 6,093 NEW
FLOT 5,505 NEW
DFAC 5,091 NEW
PSLV 4,609 NEW
GOOGL 4,422 308.4%
VGT 3,937 NEW
TSM 3,666 21.1%
FENI 3,433 NEW
NOBL 3,390 NEW
Top Reduces (Value $000, Stocks/ETFs)
MSFT -4,538 -13.5%
NOW -2,571 -19.0%
CRM -2,366 -26.9%
GOOGL -2,153 -6.9%
SCHD -1,480 -6.3%
CRWD -1,343 -13.5%
IWY -446 -6.1%
XMHQ -423 -2.6%
UNH -288 -3.0%
DAL -261 -6.2%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type