Everest Financial Group LLC ETF holdings
Minneapolis, MN
Reported $256.8M in 112 ETFs in its Form 13F for June 30, 2026.
ETF value
$256.8M
ETFs held
112
Change from prior quarter
+12.1%
With price moves
ETFs as a share of its 13F
34.8%
of $738.4M
Top 10 of 112 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| RWL | Invesco S&P 500 Revenue ETF | $32.2M | 252,019 | +2,178 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $20.2M | 637,000 | −83,195 shares |
| JEPI | JPMorgan Equity Premium Income ETF | $15.5M | 274,028 | +5,531 shares |
| XMHQ | Invesco S&P MidCap Quality ETF | $14.9M | 131,701 | −24,468 shares |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $11.0M | 325,161 | −7,299 shares |
| VOO | Vanguard S&P 500 ETF | $10.7M | 15,541 | +105 shares |
| XLF | State Street Financial Select Sector SPDR ETF | $10.1M | 187,983 | −3,698 shares |
| IWY | iShares Russell Top 200 Growth ETF | $8.0M | 27,633 | −13 shares |
| DFAC | Dimensional U.S. Core Equity 2 ETF | $5.9M | 133,876 | +2,861 shares |
| FEGE | First Eagle Global Equity ETF | $5.5M | 111,614 | +59,072 shares |
102 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002056391. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Everest Financial Group LLC own?
Everest Financial Group LLC reported 112 ETF positions worth $256.8M in its Form 13F for June 30, 2026. The largest was RWL, at $32.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.