# EDGAR Filing Document

**Accession Number:** 0002056391
**File Stem:** 0002056391-26-000004
**Filing Date:** 2026-5
**Character Count:** 13652
**Document Hash:** d49afa109e2b8ab626311e9c68783426
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002056391-26-000004.hdr.sgml**: 20260514

**ACCESSION NUMBER**: 0002056391-26-000004

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260514

**DATE AS OF CHANGE**: 20260514

**EFFECTIVENESS DATE**: 20260514

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Everest Financial Group LLC
- **CENTRAL INDEX KEY:** 0002056391

**ORGANIZATION NAME:**
- **EIN:** 203239712
- **STATE OF INCORPORATION:** MN
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26929
- **FILM NUMBER:** 26979725

**BUSINESS ADDRESS:**
- **STREET 1:** 701 XENIA AVE S
- **STREET 2:** SUITE 250
- **CITY:** MINNEAPOLIS
- **STATE:** MN
- **ZIP:** 55416
- **BUSINESS PHONE:** 763-923-7525

**MAIL ADDRESS:**
- **STREET 1:** 701 XENIA AVE S
- **STREET 2:** SUITE 250
- **CITY:** MINNEAPOLIS
- **STATE:** MN
- **ZIP:** 55416

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**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 Financial Group LLC<br>**Address:** 701 XENIA AVE S<br>SUITE 250<br>MINNEAPOLIS, MN 55416

**Form 13F File Number:** 028-26929

**CRD Number (if applicable):** 000137260

**SEC File Number (if applicable):** 801-67635

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:** Jim Matejcek<br>**Title:** President-CCO<br>**Phone:** 763-923-7522

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

/s/Jim Matejcek  Golden Valley, MN  05-14-2026<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:** 89

**Form 13F Information Table Value Total:** $446956247

      (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 |
| ABBOTT LABS | COM | 002824100 | BBG001S5N9M6 | 221963 | 1772 | SH |  | SOLE |  | 0 | 0 | 1772 |
| ABBVIE INC | COM | 00287Y109 | BBG0025Y4RZ3 | 356727 | 1561 | SH |  | SOLE |  | 0 | 0 | 1561 |
| ADOBE INC | COM | 00724F101 | BBG001S5NCQ5 | 536535 | 1541 | SH |  | SOLE |  | 0 | 0 | 1541 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | BBG001S5NN36 | 8678192 | 40522 | SH |  | SOLE |  | 0 | 0 | 40522 |
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JY5 | 31305144 | 100016 | SH |  | SOLE |  | 0 | 0 | 100016 |
| ALPHABET INC | CAP STK CL C | 02079K107 | BBG009S3NB21 | 1433522 | 4568 | SH |  | SOLE |  | 0 | 0 | 4568 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 29927198 | 129656 | SH |  | SOLE |  | 0 | 0 | 129656 |
| AMERICAN EXPRESS CO | COM | 025816109 | BBG001S5P034 | 683940 | 1849 | SH |  | SOLE |  | 0 | 0 | 1849 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 18622756 | 68501 | SH |  | SOLE |  | 0 | 0 | 68501 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | BBG001SCG0R3 | 6571080 | 6142 | SH |  | SOLE |  | 0 | 0 | 6142 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | BBG001S90346 | 7494009 | 14909 | SH |  | SOLE |  | 0 | 0 | 14909 |
| BLACKROCK INC | COM | 09290D101 | BBG01PSW2WR0 | 763965 | 714 | SH |  | SOLE |  | 0 | 0 | 714 |
| BLACKSTONE INC | COM | 09260D107 | BBG001S7H949 | 414857 | 2691 | SH |  | SOLE |  | 0 | 0 | 2691 |
| BROADCOM INC | COM | 11135F101 | BBG00KHY5SY8 | 12134947 | 35031 | SH |  | SOLE |  | 0 | 0 | 35031 |
| CELSIUS HLDGS INC | COM NEW | 15118V207 | BBG001SQSKT3 | 322604 | 7053 | SH |  | SOLE |  | 0 | 0 | 7053 |
| CITIGROUP INC | COM NEW | 172967424 | BBG001S72ZG4 | 744493 | 6380 | SH |  | SOLE |  | 0 | 0 | 6380 |
| CONOCOPHILLIPS | COM | 20825C104 | BBG001S5TZM2 | 578330 | 6178 | SH |  | SOLE |  | 0 | 0 | 6178 |
| COSTCO WHSL CORP NEW | COM | 22160K105 | BBG001S9KRQ7 | 442549 | 513 | SH |  | SOLE |  | 0 | 0 | 513 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | BBG00BLYKRZ7 | 9952244 | 21231 | SH |  | SOLE |  | 0 | 0 | 21231 |
| CUMMINS INC | COM | 231021106 | BBG001S5Q9M3 | 464513 | 910 | SH |  | SOLE |  | 0 | 0 | 910 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | BBG00DW3SZT0 | 445363 | 3459 | SH |  | SOLE |  | 0 | 0 | 3459 |
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | BBG001SPT759 | 4179227 | 60219 | SH |  | SOLE |  | 0 | 0 | 60219 |
| DISNEY WALT CO | COM | 254687106 | BBG001S5QHF3 | 208372 | 1832 | SH |  | SOLE |  | 0 | 0 | 1832 |
| ECOLAB INC | COM | 278865100 | BBG001S5QRB5 | 2163292 | 8240 | SH |  | SOLE |  | 0 | 0 | 8240 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | BBG001SDHNW4 | 5127835 | 310966 | SH |  | SOLE |  | 0 | 0 | 310966 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | BBG001S9P0Z1 | 244124 | 7615 | SH |  | SOLE |  | 0 | 0 | 7615 |
| EXXON MOBIL CORP | COM | 30231G102 | BBG001S69V32 | 1457746 | 12114 | SH |  | SOLE |  | 0 | 0 | 12114 |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 316092840 | BBG00DR7RGF5 | 1282107 | 22616 | SH |  | SOLE |  | 0 | 0 | 22616 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 | BBG00VC9SZ91 | 651317 | 19011 | SH |  | SOLE |  | 0 | 0 | 19011 |
| GENERAL MTRS CO | COM | 37045V100 | BBG001SM1DK6 | 505932 | 6221 | SH |  | SOLE |  | 0 | 0 | 6221 |
| GILEAD SCIENCES INC | COM | 375558103 | BBG001S6Y1X7 | 280284 | 2284 | SH |  | SOLE |  | 0 | 0 | 2284 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | BBG001SC07Z6 | 1517949 | 1727 | SH |  | SOLE |  | 0 | 0 | 1727 |
| GRACO INC | COM | 384109104 | BBG001S5RK56 | 1705560 | 20807 | SH |  | SOLE |  | 0 | 0 | 20807 |
| HSBC HLDGS PLC | SPON ADR NEW | 404280406 | BBG001SCZVC0 | 949311 | 12067 | SH |  | SOLE |  | 0 | 0 | 12067 |
| INVESCO EXCH TRADED FD TR II | S 500 REVENUE | 46138G698 | BBG00P4Y2QS5 | 27361015 | 238961 | SH |  | SOLE |  | 0 | 0 | 238961 |
| INVESCO EXCHANGE TRADED FD T | S MDCP QUALITY | 46137V472 | BBG001SS30K9 | 16565672 | 161743 | SH |  | SOLE |  | 0 | 0 | 161743 |
| INVESCO EXCHANGE TRADED FD T | S MDCP VLU MNT | 46137V456 | BBG001SJW5Y1 | 2137661 | 33318 | SH |  | SOLE |  | 0 | 0 | 33318 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | BBG001SJK6D5 | 5730764 | 70602 | SH |  | SOLE |  | 0 | 0 | 70602 |
| ISHARES SILVER TR | ISHARES | 46428Q109 | BBG001SQLN69 | 447526 | 6947 | SH |  | SOLE |  | 0 | 0 | 6947 |
| ISHARES TR | CORE S SCP ETF | 464287804 | BBG001SFC7W9 | 397364 | 3306 | SH |  | SOLE |  | 0 | 0 | 3306 |
| ISHARES TR | HIGH YLD SYSTM B | 46435G250 | BBG00H4BNPR3 | 253216 | 5348 | SH |  | SOLE |  | 0 | 0 | 5348 |
| ISHARES TR | RUS TP200 GR ETF | 464289438 | BBG001T5LBR7 | 7325937 | 26453 | SH |  | SOLE |  | 0 | 0 | 26453 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | BBG00TSG0SK6 | 12865931 | 224772 | SH |  | SOLE |  | 0 | 0 | 224772 |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 | BBG0130Y3986 | 1841653 | 39785 | SH |  | SOLE |  | 0 | 0 | 39785 |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 | BBG00M8D48L9 | 735194 | 14558 | SH |  | SOLE |  | 0 | 0 | 14558 |
| J P MORGAN EXCHANGE TRADED F | SMALL  MID CAP | 46641Q118 | BBG016CBQDW5 | 713787 | 11087 | SH |  | SOLE |  | 0 | 0 | 11087 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | BBG00GP26NW0 | 276052 | 5457 | SH |  | SOLE |  | 0 | 0 | 5457 |
| JOHNSON  JOHNSON | COM | 478160104 | BBG001S5SHQ9 | 256210 | 1238 | SH |  | SOLE |  | 0 | 0 | 1238 |
| JPMORGAN CHASE  CO. | COM | 46625H100 | BBG001S8CRC3 | 2922070 | 9069 | SH |  | SOLE |  | 0 | 0 | 9069 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | BBG001SKNNS6 | 2682488 | 4679 | SH |  | SOLE |  | 0 | 0 | 4679 |
| META PLATFORMS INC | CL A | 30303M102 | BBG001SQCQC5 | 14142825 | 21451 | SH |  | SOLE |  | 0 | 0 | 21451 |
| MICRON TECHNOLOGY INC | COM | 595112103 | BBG001S6P675 | 6008517 | 21052 | SH |  | SOLE |  | 0 | 0 | 21052 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 33509948 | 69683 | SH |  | SOLE |  | 0 | 0 | 69683 |
| MORGAN STANLEY | COM NEW | 617446448 | BBG001S9V5Z3 | 1076959 | 6066 | SH |  | SOLE |  | 0 | 0 | 6066 |
| NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 25774244 | 138700 | SH |  | SOLE |  | 0 | 0 | 138700 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | BBG001SF62F6 | 224874 | 1036 | SH |  | SOLE |  | 0 | 0 | 1036 |
| ON SEMICONDUCTOR CORP | COM | 682189105 | BBG001SF7RS6 | 239614 | 4425 | SH |  | SOLE |  | 0 | 0 | 4425 |
| PALO ALTO NETWORKS INC | COM | 697435105 | BBG001T9NWN5 | 10175945 | 55227 | SH |  | SOLE |  | 0 | 0 | 55227 |
| PEGASYSTEMS INC | COM | 705573103 | BBG001S93CK5 | 210550 | 3526 | SH |  | SOLE |  | 0 | 0 | 3526 |
| PGIM ETF TR | PGIM ULTRA SH BD | 69344A107 | BBG00KJQ1QS8 | 237659 | 4792 | SH |  | SOLE |  | 0 | 0 | 4792 |
| PUTNAM ETF TRUST | FOCUSED LAR CAP | 746729300 | BBG0115QY0G8 | 287228 | 6303 | SH |  | SOLE |  | 0 | 0 | 6303 |
| QUALCOMM INC | COM | 747525103 | BBG001S6VS70 | 820888 | 4799 | SH |  | SOLE |  | 0 | 0 | 4799 |
| SALESFORCE INC | COM | 79466L302 | BBG001SDLP09 | 8808207 | 33250 | SH |  | SOLE |  | 0 | 0 | 33250 |
| SCHWAB CHARLES CORP | COM | 808513105 | BBG001S5VXD4 | 1549466 | 15509 | SH |  | SOLE |  | 0 | 0 | 15509 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | BBG0025RWLM4 | 23575027 | 860268 | SH |  | SOLE |  | 0 | 0 | 860268 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | BBG001T66WN0 | 8149732 | 249838 | SH |  | SOLE |  | 0 | 0 | 249838 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | BBG001V036R6 | 489621 | 16283 | SH |  | SOLE |  | 0 | 0 | 16283 |
| SELECT SECTOR SPDR TR | STATE STREET FIN | 81369Y605 | BBG001S7T223 | 8487940 | 154974 | SH |  | SOLE |  | 0 | 0 | 154974 |
| SELECT SECTOR SPDR TR | STATE STREET HEA | 81369Y209 | BBG001S7SCQ6 | 600228 | 3877 | SH |  | SOLE |  | 0 | 0 | 3877 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 | BBG001S7TCZ5 | 331448 | 2302 | SH |  | SOLE |  | 0 | 0 | 2302 |
| SERVICENOW INC | COM | 81762P102 | BBG001T4JFC0 | 13524839 | 88288 | SH |  | SOLE |  | 0 | 0 | 88288 |
| SNOWFLAKE INC | COM SHS | 833445109 | BBG007DHGNK2 | 265645 | 1211 | SH |  | SOLE |  | 0 | 0 | 1211 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | BBG001SCPX28 | 518373 | 1308 | SH |  | SOLE |  | 0 | 0 | 1308 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 | BBG001S72SM3 | 343585 | 504 | SH |  | SOLE |  | 0 | 0 | 504 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A409 | BBG001SD7RB9 | 1544199 | 14472 | SH |  | SOLE |  | 0 | 0 | 14472 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | BBG001S5WWW4 | 17401957 | 57264 | SH |  | SOLE |  | 0 | 0 | 57264 |
| TESLA INC | COM | 88160R101 | BBG001SQKGD7 | 4024544 | 8949 | SH |  | SOLE |  | 0 | 0 | 8949 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | BBG001S5WS08 | 610315 | 1053 | SH |  | SOLE |  | 0 | 0 | 1053 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | BBG002B04MW4 | 5944239 | 72633 | SH |  | SOLE |  | 0 | 0 | 72633 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | BBG001S6WCJ1 | 9477653 | 28887 | SH |  | SOLE |  | 0 | 0 | 28887 |
| US BANCORP DEL | COM NEW | 902973304 | BBG001S6T8C1 | 894259 | 16759 | SH |  | SOLE |  | 0 | 0 | 16759 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | BBG001ST39R1 | 377751 | 4850 | SH |  | SOLE |  | 0 | 0 | 4850 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | BBG001SRN7W1 | 289134 | 1630 | SH |  | SOLE |  | 0 | 0 | 1630 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | BBG001SHVR32 | 1297126 | 4511 | SH |  | SOLE |  | 0 | 0 | 4511 |
| VISA INC | COM CL A | 92826C839 | BBG001SRCFY3 | 9509875 | 27116 | SH |  | SOLE |  | 0 | 0 | 27116 |
| WALMART INC | COM | 931142103 | BBG001S5XH92 | 261157 | 2344 | SH |  | SOLE |  | 0 | 0 | 2344 |
| WELLS FARGO CO NEW | COM | 949746101 | BBG001S5XF23 | 330401 | 3545 | SH |  | SOLE |  | 0 | 0 | 3545 |
| WORKIVA INC | COM CL A | 98139A105 | BBG007BVZ8J7 | 360698 | 4182 | SH |  | SOLE |  | 0 | 0 | 4182 |
| XCEL ENERGY INC | COM | 98389B100 | BBG001S7F0X8 | 399050 | 5403 | SH |  | SOLE |  | 0 | 0 | 5403 |

---