Portfolio (Quarterly) Guide ↗

Everest Private Wealth

· CIK 0002056683

13F Portfolio $268M AUM 85 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 25 New 41 Added 11 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	MUB	ISHARES TR	—	6,015	$644K	0.36%	SOLD
2	SPY	SPDR S&P 500 ETF TR	Financial Services	544	$371K	0.21%	SOLD
3	PLTR	PALANTIR TECHNOLOGIES INC	Technology	1,344	$239K	0.13%	SOLD

Sector Allocation

Technology 59.2%

Communication Services 21.2%

Consumer Cyclical 9.3%

Financial Services 4.7%

Healthcare 2.3%

Consumer Defensive 1.6%

Industrials 0.7%

Energy 0.7%

Utilities 0.4%