Everest Private Wealth has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities holdings as of September 30, 2026. The filing lists the firm's principal executive office in Cupertino, California, and identifies Ranga Srinivasan as the Chief Compliance Officer responsible for the report.
The portfolio consists of 110 distinct positions. The largest holding is NVIDIA Corporation, for which the firm holds 11,474,377 shares. Other significant positions include Apple Inc. with 9,147,469 shares, Microsoft Corporation with 7,200,327 shares, and Alphabet Inc. Class A and Class C shares, which total approximately 5.5 million shares combined.
The filing also reveals substantial exposure to exchange-traded funds (ETFs). The top ETF holding is the Dimensional ETF Trust US Equity Market ETF, with 701,785 shares. The Vanguard Index Funds S&P 500 ETF shares comprise the second-largest ETF position, with 6,543,924 shares.
The remainder of the portfolio is diversified across various sectors. Notable individual stock positions include Visa Inc., Eli Lilly & Co., Procter & Gamble Co., and Mastercard Incorporated. The filing indicates that all positions are held in a sole voting capacity.
