Managers / Q4 2024 · view latest →
Everest Management Corp.
CIK 0002056683 · 10080 N. WOLFE ROAD, SUITE SW3-200, CUPERTINO, CA, 95014 · (408) 502-6015
Summary
Everest Management Corp. reported $114M in U.S.-listed holdings across 50 positions for Q4 2024.
The portfolio is heavily concentrated: DFUSUSD alone accounts for 36.3% of reported value.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- ETP · 66.5% · $76M
- Common Stock · 33.5% · $38M
Quarter-over-Quarter Changes full breakdown →
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| DFUSUSDDIMENSIONAL ETF TRUST | NEW | +646.3K | 646.3K | +$41M | $41M |
| GOOGLALPHABET INC | NEW | +48.4K | 48.4K | +$9M | $9M |
| INTUINTUIT | NEW | +9.5K | 9.5K | +$6M | $6M |
| VANGUARD INDEX FDS | NEW | +10.2K | 10.2K | +$5M | $5M |
| GOOGALPHABET INC | NEW | +26.1K | 26.1K | +$5M | $5M |
| DFACDIMENSIONAL ETF TRUST | NEW | +114.0K | 114.0K | +$4M | $4M |
| ISHARES TR | NEW | +51.7K | 51.7K | +$3M | $3M |
| MSFTMICROSOFT CORP | NEW | +7.4K | 7.4K | +$3M | $3M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q4 2024
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | DFUSUSDDIMENSIONAL ETF TRUST | US EQUITY MARKET · US CORE EQUITY 2 · US HIGH PROFITAB · WORLD EX US CORE | 40.64% | $46M | 792.0K |
| 2 | GOOGLALPHABET INC | CAP STK CL A · CAP STK CL C | 12.44% | $14M | 74.5K |
| 3 | VTVVANGUARD INDEX FDS | S&P 500 ETF SHS · TOTAL STK MKT · VALUE ETF · GROWTH ETF | 9.24% | $10M | 31.7K |
| 4 | INTUINTUIThistory → | COM | 5.27% | $6M | 9.5K |
| 5 | ISHARES TR | CORE MSCI TOTAL · SP SMCP600VL ETF · RUS 1000 VAL ETF · CORE S&P500 ETF · S&P 500 GRWT ETF · RUS 1000 GRW ETF | 4.85% | $6M | 66.8K |
| 6 | GOLDMAN SACHS ETF TR | ACTIVEBETA US LG · ACCES TREASURY · ACES ULTRA SHR | 4.17% | $5M | 52.1K |
| 7 | MSFTMICROSOFT CORPhistory → | COM | 2.77% | $3M | 7.4K |
| 8 | AAPLAPPLE INChistory → | COM | 2.23% | $3M | 10.1K |
| 9 | VANGUARD STAR FDS | VG TL INTL STK F | 2.11% | $2M | 40.6K |
| 10 | NVDANVIDIA CORPORATIONhistory → | COM | 1.94% | $2M | 16.4K |
| 11 | INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 1.86% | $2M | 12.1K |
| 12 | AVGOBROADCOM INChistory → | COM | 1.63% | $2M | 8.0K |
| 13 | PGIM ETF TR | PGIM ULTRA SH BD · AAA CLO ETF | 1.34% | $2M | 30.4K |
| 14 | VVISA INChistory → | COM CL A | 1.33% | $2M | 4.8K |
| 15 | AMZNAMAZON COM INChistory → | COM | 1.09% | $1M | 5.6K |
| 16 | ORCLORACLE CORP | COM | 0.80% | $912,521 | 5.5K |
| 17 | J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 0.69% | $785,916 | 13.7K |
| 18 | CRMSALESFORCE INC | COM | 0.66% | $745,556 | 2.2K |
| 19 | TSLATESLA INC | COM | 0.49% | $555,684 | 1.4K |
| 20 | METAMETA PLATFORMS INC | CL A | 0.47% | $534,571 | 913 |
| 21 | VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 0.47% | $533,762 | 10.9K |
| 22 | ANETARISTA NETWORKS INC | COM SHS | 0.35% | $401,224 | 3.6K |
| 23 | COSTCOSTCO WHSL CORP NEW | COM | 0.33% | $378,420 | 413 |
| 24 | BRK/BBERKSHIRE HATHAWAY INC DEL | CL B NEW | 0.32% | $367,157 | 810 |
| 25 | SPDR S&P 500 ETF TR | TR UNIT | 0.29% | $332,149 | 567 |
| 26 | JPMJPMORGAN CHASE & CO. | COM | 0.29% | $327,684 | 1.4K |
| 27 | LLYELI LILLY & CO | COM | 0.26% | $291,816 | 378 |
| 28 | WISDOMTREE TR | EMG MKTS SMCAP | 0.24% | $269,642 | 5.5K |
| 29 | ZSZSCALER INC | COM | 0.24% | $268,089 | 1.5K |
| 30 | VANGUARD WORLD FD | INF TECH ETF | 0.21% | $239,393 | 385 |
| 31 | SPDR INDEX SHS FDS | S&P EMKTSC ETF | 0.21% | $238,777 | 4.1K |
| 32 | VANGUARD MUN BD FDS | TAX EXEMPT BD | 0.20% | $229,874 | 4.6K |
| 33 | MAMASTERCARD INCORPORATED | CL A | 0.19% | $216,420 | 411 |
| 34 | SNPSSYNOPSYS INC | COM | 0.19% | $213,073 | 439 |
| 35 | NFLXNETFLIX INC | COM | 0.19% | $212,134 | 238 |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $197M | 72 | May 7, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $179M | 63 | Feb 2, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $157M | 67 | Nov 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $139M | 65 | Aug 5, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $110M | 51 | Apr 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $114M | 50 | Feb 13, 2025 | 13F-HR | changes · EDGAR ↗ |
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 ↗.