# EDGAR Filing Document

**Accession Number:** 0002056683
**File Stem:** 0001951757-25-001285
**Filing Date:** 2025-11
**Character Count:** 10315
**Document Hash:** 924389c2405db0dfb23f40e598fc5cf7
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-25-001285.hdr.sgml**: 20251106

**ACCESSION NUMBER**: 0001951757-25-001285

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251106

**DATE AS OF CHANGE**: 20251106

**EFFECTIVENESS DATE**: 20251106

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Everest Management Corp.
- **CENTRAL INDEX KEY:** 0002056683

**ORGANIZATION NAME:**
- **EIN:** 208171542
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25105
- **FILM NUMBER:** 251459156

**BUSINESS ADDRESS:**
- **STREET 1:** 10080 N. WOLFE ROAD
- **STREET 2:** SUITE SW3-200
- **CITY:** CUPERTINO
- **STATE:** CA
- **ZIP:** 95014
- **BUSINESS PHONE:** (408) 502-6015

**MAIL ADDRESS:**
- **STREET 1:** 10080 N. WOLFE ROAD
- **STREET 2:** SUITE SW3-200
- **CITY:** CUPERTINO
- **STATE:** CA
- **ZIP:** 95014

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Everest Management Corp.<br>**Address:** 10080 N. WOLFE ROAD<br>SUITE SW3-200<br>CUPERTINO, CA 95014

**Form 13F File Number:** 028-25105

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Ranga Srinivasan<br>**Title:** Chief Compliance Officer<br>**Phone:** (408) 502-6015

**Signature, Place, and Date of Signing:**

Ranga Srinivasan  Cupertino, CA  11-06-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 67

**Form 13F Information Table Value Total:** $156866041

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 263261 | 1137 | SH |  | SOLE |  | 0 | 0 | 1137 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 321800 | 1989 | SH |  | SOLE |  | 0 | 0 | 1989 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 10301921 | 42299 | SH |  | SOLE |  | 0 | 0 | 42299 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 10576309 | 43506 | SH |  | SOLE |  | 0 | 0 | 43506 |
| AMAZON COM INC | COM | 023135106 |  | 1609668 | 7331 | SH |  | SOLE |  | 0 | 0 | 7331 |
| APPLE INC | COM | 037833100 |  | 4401196 | 17285 | SH |  | SOLE |  | 0 | 0 | 17285 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 548890 | 3767 | SH |  | SOLE |  | 0 | 0 | 3767 |
| BANK AMERICA CORP | COM | 060505104 |  | 215285 | 4173 | SH |  | SOLE |  | 0 | 0 | 4173 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 517319 | 1029 | SH |  | SOLE |  | 0 | 0 | 1029 |
| BROADCOM INC | COM | 11135F101 |  | 4667567 | 14148 | SH |  | SOLE |  | 0 | 0 | 14148 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 357293 | 386 | SH |  | SOLE |  | 0 | 0 | 386 |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 |  | 54817469 | 756729 | SH |  | SOLE |  | 0 | 0 | 756729 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 4398870 | 114049 | SH |  | SOLE |  | 0 | 0 | 114049 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 |  | 1302912 | 42866 | SH |  | SOLE |  | 0 | 0 | 42866 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 |  | 1048797 | 27768 | SH |  | SOLE |  | 0 | 0 | 27768 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 269397 | 8585 | SH |  | SOLE |  | 0 | 0 | 8585 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 257972 | 2288 | SH |  | SOLE |  | 0 | 0 | 2288 |
| META PLATFORMS INC | CL A | 30303M102 |  | 944413 | 1286 | SH |  | SOLE |  | 0 | 0 | 1286 |
| GE AEROSPACE | COM NEW | 369604301 |  | 204858 | 681 | SH |  | SOLE |  | 0 | 0 | 681 |
| GOLDMAN SACHS ETF TR | ULTRA SHORT BOND | 381430230 |  | 858694 | 16937 | SH |  | SOLE |  | 0 | 0 | 16937 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 |  | 2759721 | 21183 | SH |  | SOLE |  | 0 | 0 | 21183 |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | 381430529 |  | 3676100 | 36677 | SH |  | SOLE |  | 0 | 0 | 36677 |
| HOME DEPOT INC | COM | 437076102 |  | 249192 | 615 | SH |  | SOLE |  | 0 | 0 | 615 |
| INTUIT | COM | 461202103 |  | 1126119 | 1649 | SH |  | SOLE |  | 0 | 0 | 1649 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 2293153 | 12088 | SH |  | SOLE |  | 0 | 0 | 12088 |
| ISHARES TR | CORE S ETF | 464287200 |  | 281381 | 420 | SH |  | SOLE |  | 0 | 0 | 420 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 290694 | 2408 | SH |  | SOLE |  | 0 | 0 | 2408 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 523412 | 1117 | SH |  | SOLE |  | 0 | 0 | 1117 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 460139 | 1259 | SH |  | SOLE |  | 0 | 0 | 1259 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 |  | 1137247 | 10283 | SH |  | SOLE |  | 0 | 0 | 10283 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 640537 | 6015 | SH |  | SOLE |  | 0 | 0 | 6015 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 4267404 | 51676 | SH |  | SOLE |  | 0 | 0 | 51676 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 296508 | 4498 | SH |  | SOLE |  | 0 | 0 | 4498 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 532446 | 1688 | SH |  | SOLE |  | 0 | 0 | 1688 |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 |  | 1096468 | 17429 | SH |  | SOLE |  | 0 | 0 | 17429 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 253655 | 1368 | SH |  | SOLE |  | 0 | 0 | 1368 |
| ELI LILLY  CO | COM | 532457108 |  | 325038 | 426 | SH |  | SOLE |  | 0 | 0 | 426 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 303176 | 533 | SH |  | SOLE |  | 0 | 0 | 533 |
| MICROSOFT CORP | COM | 594918104 |  | 4389108 | 8474 | SH |  | SOLE |  | 0 | 0 | 8474 |
| NETFLIX INC | COM | 64110L106 |  | 363273 | 303 | SH |  | SOLE |  | 0 | 0 | 303 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 3652117 | 19574 | SH |  | SOLE |  | 0 | 0 | 19574 |
| ORACLE CORP | COM | 68389X105 |  | 1480729 | 5265 | SH |  | SOLE |  | 0 | 0 | 5265 |
| PGIM ETF TR | PGIM ULTRA SH BD | 69344A107 |  | 1230934 | 24703 | SH |  | SOLE |  | 0 | 0 | 24703 |
| PGIM ETF TR | AAA CLO ETF | 69344A834 |  | 1116111 | 21672 | SH |  | SOLE |  | 0 | 0 | 21672 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 221640 | 1215 | SH |  | SOLE |  | 0 | 0 | 1215 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 380498 | 571 | SH |  | SOLE |  | 0 | 0 | 571 |
| SPDR INDEX SHS FDS | S EMKTSC ETF | 78463X756 |  | 274139 | 4074 | SH |  | SOLE |  | 0 | 0 | 4074 |
| SALESFORCE INC | COM | 79466L302 |  | 798690 | 3370 | SH |  | SOLE |  | 0 | 0 | 3370 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 1434529 | 54462 | SH |  | SOLE |  | 0 | 0 | 54462 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 245604 | 10550 | SH |  | SOLE |  | 0 | 0 | 10550 |
| SOUND POINT MERIDIAN CAP INC | COMMON STOCK | 83617A108 |  | 1310879 | 75555 | SH |  | SOLE |  | 0 | 0 | 75555 |
| SYNOPSYS INC | COM | 871607107 |  | 229920 | 466 | SH |  | SOLE |  | 0 | 0 | 466 |
| TESLA INC | COM | 88160R101 |  | 852528 | 1917 | SH |  | SOLE |  | 0 | 0 | 1917 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 206489 | 598 | SH |  | SOLE |  | 0 | 0 | 598 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 3561664 | 48484 | SH |  | SOLE |  | 0 | 0 | 48484 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 370725 | 6187 | SH |  | SOLE |  | 0 | 0 | 6187 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 538224 | 10882 | SH |  | SOLE |  | 0 | 0 | 10882 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 315078 | 422 | SH |  | SOLE |  | 0 | 0 | 422 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 6500479 | 10615 | SH |  | SOLE |  | 0 | 0 | 10615 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 234589 | 762 | SH |  | SOLE |  | 0 | 0 | 762 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 |  | 222738 | 1064 | SH |  | SOLE |  | 0 | 0 | 1064 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 780833 | 1628 | SH |  | SOLE |  | 0 | 0 | 1628 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 2203159 | 11814 | SH |  | SOLE |  | 0 | 0 | 11814 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 2909302 | 8865 | SH |  | SOLE |  | 0 | 0 | 8865 |
| VISA INC | COM CL A | 92826C839 |  | 1710997 | 5012 | SH |  | SOLE |  | 0 | 0 | 5012 |
| WALMART INC | COM | 931142103 |  | 270429 | 2624 | SH |  | SOLE |  | 0 | 0 | 2624 |
| WISDOMTREE TR | EMG MKTS SMCAP | 97717W281 |  | 664355 | 11635 | SH |  | SOLE |  | 0 | 0 | 11635 |

---