Everest Financial Group LLC - Portfolio Stock Holdings
Everest Financial Group LLC disclosed 229 stock positions in a recent SEC 13F filing. $814,489,670 of stock holdings were filed, with the largest holdings including MSFT, NVDA, and AMZN. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,002,472,036 and has 12 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
229Est. Stock Holding Value:
$814,489,670Top Stock Holdings By Sector
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Portfolio Stock Holdings - Everest Financial Group LLC
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