Long-term investor

Everest Private Wealth @everestprivatewealth

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002056683).

Record

  • Tracked since 2025-12-31 (249 days), 61 trades recorded
  • Returns: week n/a · month n/a · 90 days +14.5% · 6 months n/a · 1 year n/a · all +7.8%
  • Max drawdown n/a · win rate 0% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 25434V401 · 21.0% · long · since 2025-12-31
  • 381430529 · 9.8% · long · since 2025-12-31
  • 02072Q358 · 7.5% · long · since 2025-12-31
  • 02079K107 · 6.6% · long · since 2025-12-31
  • GOOGL · 5.9% · long · since 2025-12-31
  • NVDA · 3.9% · long · since 2025-12-31
  • AAPL · 2.9% · long · since 2025-12-31
  • 922908363 · 2.7% · long · since 2025-12-31
  • 74933W148 · 2.5% · long · since 2026-03-31
  • 02072Q275 · 2.4% · long · since 2026-03-31
  • AMZN · 2.3% · long · since 2025-12-31
  • 921909768 · 2.1% · long · since 2025-12-31

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