Everest Financial Group LLC

Registered adviser

CIK

2056391

Location

MINNEAPOLIS, MN

Portfolio Value

Small $741,623,787

Diversification

Diversified

Filing Date

Global Rank

#3,069 / 8,827 ▲ 125 · as of Jun 2026

Top Industry

Semiconductors 26.1%

3Y Alpha vs SPY

-0.6%

Period ended 38 days ago

Filed Nov 6, 2026 · 1d

4 quarters · since Dec 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 137260

Roster of Nov 1, 2026

Regulatory AUM

$1,002,472,036

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$1,002,472,036	Individuals and high net worth (100%)
Apr 2025 to Mar 2026	$912,366,781	Individuals and high net worth (100%)
Apr 2024 to Mar 2025	$828,854,265	Individuals and high net worth (100%)
May 2023 to Mar 2024	$607,077,682	Individuals and high net worth (100%)
Apr 2023	$607,077,682	Individuals and high net worth (100%)
Apr 2022 to Mar 2023	$684,967,370	Individuals and high net worth (100%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 43.4%, 35.5 effective positions, active share 59.0% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 2.8 quarters (under 4)

Closest benchmark: the S&P 500 as of 2026-06-30, active share 59.0%; sector active share 26.2% against the combined 13F book's sector weights.

Over time 3 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

218 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

5.8%

−0.1 pts

Top 5

26.3%

+1.8 pts

Top 10

45.9%

+2.5 pts

HHI

300

Diversified+18

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	43.0%	$319,020,670	29
Unclassified	27.4%	$203,073,758	112
Communication Services	8.8%	$65,338,319	5
Financial Services	6.7%	$49,467,311	25
Consumer Cyclical	5.6%	$41,556,374	4
Industrials	3.1%	$22,656,925	11
Healthcare	2.3%	$17,115,922	10
Energy	1.5%	$11,202,431	7
Consumer Defensive	1.0%	$7,052,214	7
Basic Materials	0.4%	$3,320,595	4
Real Estate	0.1%	$1,068,727	3
Utilities	0.1%	$750,541	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
JMUB	JPMorgan Municipal ETF	+132,017	150,051	$7,139,426
PULS	PGIM Ultra Short Bond ETF	+94,347	115,354	$5,705,408
FEGE	First Eagle Global Equity ETF	+82,681	194,295	$9,751,666
HPE	Hewlett Packard Enterprise Co	+72,720	88,311	$5,642,189
CRWD	CrowdStrike Holdings, Inc.	+69,155	91,341	$24,182,529
XMMO	Victory Portfolios II	+40,206	52,135	$0
FNDF	Schwab Fundamental International Equity ETF	+30,704	84,717	$4,553,538
SLV	iShares Silver Trust	+25,902	39,144	$2,133,739
BUFR	FT Vest Laddered Buffer ETF	+21,952	70,174	$2,629,419
FNDX	Schwab Fundamental U.S. Large Company ETF	+17,865	36,631	$1,152,777
IAU	Ishares Gold Trust	+17,551	88,020	$6,874,362
RWL	Invesco Ltd.	+15,469	267,488	$0
JEPI	JPMorgan Equity Premium Income ETF	+15,219	289,247	$16,261,466
VBIL	Vanguard Institutional Index Funds	+12,249	15,430	$1,168,359
CSCO	Cisco Systems, Inc.	+12,119	17,338	$1,866,088
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	+11,736	44,305	$2,724,757
JBND	JPMorgan Active Bond ETF	+11,599	23,748	$1,213,997
DFAC	Dimensional U.S. Core Equity 2 ETF	+11,186	145,062	$6,448,005
RTX	RTX Corp	+10,243	14,539	$2,699,165
XLF	State Street Corp	+9,886	197,869	$0
—		+8,897	73,573	$0
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	+8,060	42,085	$1,659,832
SDVY	First Trust SMID Cap Rising Dividend Achievers ETF	+7,000	47,550	$1,929,579
AIPO	Tidal Trust II	+6,800	16,050	$452,610
UBER	Uber Technologies, Inc	+5,601	98,198	$6,727,544
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHG	Schwab U.S. Large-Cap Growth ETF	−32,706	292,455	$10,507,908
SCHD	Schwab U.S. Dividend Equity ETF	−29,562	607,438	$19,759,958
XMHQ	Victory Portfolios II	−29,126	102,575	$0
ET	Energy Transfer LP	−10,015	294,486	$5,821,988
FSIG	First Trust Limited Duration Investment Grade Corporate ETF	−8,600	37,200	$683,736
FENI	Fidelity Enhanced International ETF	−6,582	66,903	$2,670,098
CRM	Salesforce, Inc.	−6,448	18,672	$4,286,531
AAPL	Apple Inc.	−4,442	74,065	$24,665,126
FTHI	First Trust BuyWrite Income ETF	−3,000	15,500	$365,645
NOW	ServiceNow, Inc.	−2,173	94,944	$12,723,445
FPE	First Trust Preferred Securities and Income ETF	−2,000	12,100	$206,305
—		−1,962	25,671	$0
UNH	Unitedhealth Group Inc	−1,735	30,947	$11,360,024
HYLS	First Trust Tactical High Yield ETF	−1,500	5,100	$200,328
FLOT	iShares Floating Rate Bond ETF	−1,470	98,979	$5,052,877
RSPT	Victory Portfolios II	−1,339	19,853	$0
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	−1,122	13,327	$1,640,287
FSK	FS KKR Capital Corp	−1,106	44,433	$488,318
JBBB	Janus Henderson B-BBB CLO ETF	−940	7,370	$347,937
FTGC	First Trust Global Tactical Commodity Strategy Fund	−907	10,887	$333,033
USB	US Bancorp De	−860	19,742	$1,140,297
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	−824	23,228	$859,900
DFUS	Dimensional U.S. Equity Market ETF	−738	47,034	$3,905,233
DFIV	Dimensional International Value ETF	−600	21,711	$1,212,776
QCOM	Qualcomm Inc	−590	3,885	$714,995
No positions match the current search.

New Positions

Positions the filer opened this quarter

21 positions

Ticker	Company	Shares	Value
NVT	nVent Electric plc	14,828	$2,377,966
PHYS	Sprott Physical Gold Trust	51,711	$1,617,002
PSLV	Sprott Physical Silver Trust	80,772	$1,564,553
GDX	VanEck Gold Miners ETF	16,745	$1,470,211
URNM		23,533	$1,116,876
XME	State Street(R) SPDR(R) S&P(R) Metals & Mining ETF	4,505	$466,537
FLCG	Federated Hermes MDT Large Cap Growth ETF	12,430	$442,508
DBB	Invesco Db Base Metals Fund	12,200	$308,660
VRT	Vertiv Holdings Co	1,276	$307,911
CGCV	Capital Group Conservative Equity ETF	9,310	$298,664
IMTM	iShares MSCI Intl Momentum Factor ETF	5,663	$298,043
FEOE	First Eagle Overseas Equity ETF	5,401	$290,411
PYLD		9,886	$251,005
WK	Workiva Inc	3,582	$238,453
BP	Bp PLC	5,295	$232,927
PFE	Pfizer Inc	7,716	$220,060
TRI	Thomson Reuters Corp	2,232	$217,240
SNDK	Sandisk Corp	120	$208,786
TRIN	Trinity Capital Inc.	11,000	$193,050
ITA	iShares U.S. Aerospace & Defense ETF	1,200	$0
RSPH	Victory Portfolios II	24,623	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

17 positions

Ticker	Company	Shares	Value
ASML	Asml Holding NV	6,897	$13,721,166
JPIE	JPMorgan Income ETF	57,015	$2,625,540
TLT	iShares 20+ Year Treasury Bond ETF	28,813	$2,490,019
FDVV	Fidelity High Dividend ETF	22,227	$1,340,065
PTRB	PGIM Total Return Bond ETF	24,315	$1,008,099
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	16,392	$1,007,452
FIIG	First Trust Intermediate Duration Investment Grade Corporate ETF	41,000	$849,110
CAT	Caterpillar Inc	349	$371,650
JPST	JPMorgan Ultra-Short Income ETF	5,189	$262,407
QQQI	NEOS Nasdaq-100(R) High Income ETF	4,100	$232,839
NVO	Novo Nordisk A S	4,766	$228,482
IJH	iShares Core S&P Mid-Cap ETF	2,738	$211,127
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	2,500	$206,625
GRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	1,070	$205,172
CARY	Angel Oak Income ETF	9,774	$203,103
NXPI	NXP Semiconductors N.V.	721	$202,622
FPX	First Trust US Equity Opportunities ETF	982	$202,468
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

218 tracked positions · $741,623,787 total · filing declares 220 positions · $836,413,282 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 218 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Reduced	77,893	-532	$39,951,319	+36.6%	5.39%
NVDA	Nvidia Corp Technology	Added	162,992	+4,580	$37,224,112	+17.4%	5.02%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	147,138	-530	$36,659,432	+4.2%	4.94%
GOOGL	Alphabet Inc. Communication Services	Added	104,288	+1,920	$35,883,415	−1.9%	4.84%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	63,827	+1,165	$29,117,239	−2.7%	3.93%
PANW	Palo Alto Networks Inc Technology	Added	70,774	+1,968	$28,119,217	+19.8%	3.79%
MU	Micron Technology Inc Technology	Added	25,031	+2,898	$26,660,768	+4.4%	3.59%
AMD	Advanced Micro Devices Inc Technology	Added	42,177	+640	$25,802,201	+6.9%	3.48%
AAPL	Apple Inc. Technology	Reduced	74,065	-4,442	$24,665,126	+8.6%	3.33%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	91,341	+69,155	$24,182,529	+42.8%	3.26%
META	Meta Platforms, Inc. Communication Services	Added	28,781	+1,189	$20,871,405	+34.3%	2.81%
SCHD	Schwab U.S. Dividend Equity ETF	Reduced	607,438	-29,562	$19,759,958	−2.2%	2.66%
AVGO	Broadcom Inc. Technology	Added	55,138	+5,401	$19,363,914	+3.1%	2.61%
JEPI	JPMorgan Equity Premium Income ETF	Added	289,247	+15,219	$16,261,466	+5.1%	2.19%
NOW	ServiceNow, Inc. Technology	Reduced	94,944	-2,173	$12,723,445	+32.0%	1.72%
DELL	Dell Technologies Inc. Technology	Added	22,868	+1,098	$12,301,840	+31.0%	1.66%
ASML	Asml Holding NV Technology	Reduced	6,674	-223	$12,090,565	−11.9%	1.63%
V	Visa Inc. Financial Services	Reduced	32,895	-472	$11,820,160	+3.3%	1.59%
UNH	Unitedhealth Group Inc Healthcare	Reduced	30,947	-1,735	$11,360,024	−16.4%	1.53%
VOO	VANGUARD 500 INDEX FUND	Added	15,771	+230	$11,053,263	+3.6%	1.49%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	21,439	-4	$10,675,550	−0.5%	1.44%
SCHG	Schwab U.S. Large-Cap Growth ETF	Reduced	292,455	-32,706	$10,507,908	−4.5%	1.42%
FEGE	First Eagle Global Equity ETF	Added	194,295	+82,681	$9,751,666	+78.6%	1.31%
ETN	Eaton Corp plc Industrials	Reduced	17,087	-95	$7,342,454	+0.3%	0.99%
GOOG	Alphabet Inc. Communication Services	Added	21,264	+1,296	$7,245,495	+2.7%	0.98%
JMUB	JPMorgan Municipal ETF	Added	150,051	+132,017	$7,139,426	+681.5%	0.96%
IAU	Ishares Gold Trust	Added	88,020	+17,551	$6,874,362	+29.2%	0.93%
UBER	Uber Technologies, Inc Technology	Added	98,198	+5,601	$6,727,544	+0.7%	0.91%
DFAC	Dimensional U.S. Core Equity 2 ETF	Added	145,062	+11,186	$6,448,005	+8.6%	0.87%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Added	47,095	+1,682	$5,918,428	+9.0%	0.80%
ET	Energy Transfer LP Energy	Reduced	294,486	-10,015	$5,821,988	−0.0%	0.79%
PULS	PGIM Ultra Short Bond ETF	Added	115,354	+94,347	$5,705,408	+448.1%	0.77%
MA	Mastercard Inc Financial Services	Added	10,316	+1,813	$5,688,964	+30.3%	0.77%
HPE	Hewlett Packard Enterprise Co Technology	Added	88,311	+72,720	$5,642,189	+702.2%	0.76%
JPM	Jpmorgan Chase & Co Financial Services	Added	15,650	+1,508	$5,177,489	+11.8%	0.70%
FLOT	iShares Floating Rate Bond ETF	Reduced	98,979	-1,470	$5,052,877	−1.5%	0.68%
DAL	Delta Air Lines, Inc. Industrials	Reduced	57,874	-230	$4,830,164	−11.2%	0.65%
FNDF	Schwab Fundamental International Equity ETF	Added	84,717	+30,704	$4,553,538	+59.8%	0.61%
CRM	Salesforce, Inc. Technology	Reduced	18,672	-6,448	$4,286,531	+8.9%	0.58%
DFUS	Dimensional U.S. Equity Market ETF	Reduced	47,034	-738	$3,905,233	−0.2%	0.53%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	10,361	-62	$3,676,186	−16.1%	0.50%
XOM	ExxonMobil Holdings Corp Energy	Reduced	21,872	-16	$3,559,668	+19.0%	0.48%
DFAI	Dimensional International Core Equity Market ETF	Added	83,685	+113	$3,467,069	+0.6%	0.47%
DUSB	Dimensional Ultrashort Fixed Income ETF	Added	61,232	+4,407	$3,091,603	+7.1%	0.42%
IVV	iShares Core S&P 500 ETF	Reduced	3,756	-237	$2,876,532	−3.8%	0.39%
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	Added	17,028	+1,497	$2,843,335	−1.2%	0.38%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Added	44,305	+11,736	$2,724,757	+57.5%	0.37%
RTX	RTX Corp Industrials	Added	14,539	+10,243	$2,699,165	+231.2%	0.36%
FENI	Fidelity Enhanced International ETF	Reduced	66,903	-6,582	$2,670,098	−9.5%	0.36%
BUFR	FT Vest Laddered Buffer ETF	Added	70,174	+21,952	$2,629,419	+49.3%	0.35%

Showing the top 50 of 218 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.