Managers / Q1 2026
Everest Financial Group LLCNEW FILER
CIK 0002056391 · 701 XENIA AVE S, SUITE 250, MINNEAPOLIS, MN, 55416 · 763-923-7525
Reported Value
$607M
Q1 2026
Positions
199
Filings on Record
2
2019–present window
Filed
May 15, 2026
original filing
Summary
Everest Financial Group Llc reported $607M in U.S.-listed holdings across 199 positions for Q1 2026.
Its largest position, AMZN, represents 5.1% of the portfolio.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 53.6% · $326M
- ETP · 37.7% · $229M
- ADR · 3.8% · $23M
- Other · 2.8% · $17M
- MLP · 1.0% · $6M
- Other · 1.1% · $6M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.