Everest Private Wealth ETF holdings
Cupertino, CA
Reported $167.9M in 36 ETFs in its Form 13F for June 30, 2026.
ETF value
$167.9M
ETFs held
36
Change from prior quarter
+41.6%
With price moves
ETFs as a share of its 13F
62.6%
of $268.0M
Top 10 of 36 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| DFUS | Dimensional U.S. Equity Market ETF | $56.3M | 686,579 | +41,504 shares |
| GBIL | Goldman Sachs Access Treasury 0-1 Year ETF | $26.3M | 262,807 | +247,988 shares |
| AAEQ | Alpha Architect US Equity 2 ETF | $20.0M | 375,942 | −4,547 shares |
| VOO | Vanguard S&P 500 ETF | $7.1M | 10,376 | +2 shares |
| CPAG | F/m Compoundr U.S. Aggregate Bond ETF | $6.7M | 65,135 | +56,384 shares |
| AAUA | Alpha Architect US Equity 3 ETF | $6.4M | 111,578 | −47,025 shares |
| VXUS | Vanguard Total International Stock ETF | $5.6M | 65,060 | +13,757 shares |
| IXUS | iShares Core MSCI Total International Stock ETF | $4.9M | 51,676 | No change |
| DFAC | Dimensional U.S. Core Equity 2 ETF | $4.8M | 108,049 | No change |
| VTI | Vanguard Morningstar Total Stock Market ETF | $4.7M | 12,771 | +1 shares |
26 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) 0002056683. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Everest Private Wealth own?
Everest Private Wealth reported 36 ETF positions worth $167.9M in its Form 13F for June 30, 2026. The largest was DFUS, at $56.3M.
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.