SEC Form 13F

Everest Private Wealth 13F Holdings

Report period2026-06-30
Publicly available2026-08-08
Reported value$268,026,233
Positions85

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDFUSUS EQUI MARK ETF$56,258,259686,579
GOLDMAN SACHS ETF TRGBILACCES TREASURY$26,322,749262,807
EA SERIES TRUSTAAEQALPHA ARCHITECT$19,995,183375,942
ALPHABET INCGOOGCAP STK CL C$17,690,07850,067
ALPHABET INCGOOGLCAP STK CL A$15,827,56044,289
NVIDIA CORPORATIONNVDACOM$10,581,65552,884
APPLE INCAAPLCOM$7,676,19526,528
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$7,126,65810,376
RBB FD INCCPAGF M CO US AG ETF$6,685,33365,135
EA SERIES TRUSTAAUAALPHA ARCHITECT$6,351,347111,578

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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