Everest Financial Group LLC Last Quarter Change: USA ETF, Sold Out

Everest Financial Group LLC quarter change: USA ETF, Sold out

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Everest Financial Group LLC opened 43 positions, added to 34, reduced 26, sold out of 28 and left 7 unchanged. The largest increase in value was XLF (+$10,077,806); the largest decrease was XLF (-$9,463,248).

XLF: Country of operation —; Class STATE STREET FIN; Shares 2026-03-31 191,681; Shares 2026-06-30 0.
DFAC: Country of operation —; Class US CORE EQUITY 2; Shares 2026-03-31 131,015; Shares 2026-06-30 0.
DFUS: Country of operation —; Class US EQUITY MARKET; Shares 2026-03-31 46,954; Shares 2026-06-30 0.
DUSB: Country of operation —; Class ULTRASHORT FIXED; Shares 2026-03-31 60,381; Shares 2026-06-30 0.

Two Form 13F-HR filings compared (SEC CIK 2056391): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Class	Shares 2026-03-31	Share change	Value 2026-03-31	Value 2026-06-30	Value change
XLF SELECT SECTOR SPDR TR	STATE STREET FIN	191,681	-191,681	$9,463,248	$0	-$9,463,248
DFAC DIMENSIONAL ETF TRUST	US CORE EQUITY 2	131,015	-131,015	$5,091,240	$0	-$5,091,240
DFUS DIMENSIONAL ETF TRUST	US EQUITY MARKET	46,954	-46,954	$3,329,494	$0	-$3,329,494
DUSB DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	60,381	-60,381	$3,061,927	$0	-$3,061,927
XLI SELECT SECTOR SPDR TR	STATE STREET IND	15,421	-15,421	$2,494,038	$0	-$2,494,038
XLE SELECT SECTOR SPDR TR	STATE STREET ENE	33,594	-33,594	$2,057,989	$0	-$2,057,989
DUHP DIMENSIONAL ETF TRUST	US HIGH PROFITAB	54,441	-54,441	$2,001,259	$0	-$2,001,259
XLP SELECT SECTOR SPDR TR	STATE STREET CON	22,610	-22,610	$1,853,559	$0	-$1,853,559
QTUM ETF SER SOLUTIONS	DEFIANCE QUANTUM	16,330	-16,330	$1,752,209	$0	-$1,752,209
BUFR FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	45,692	-45,692	$1,543,019	$0	-$1,543,019
XLU SELECT SECTOR SPDR TR	STATE STREET UTI	33,242	-33,242	$1,525,494	$0	-$1,525,494
SPYG SPDR SERIES TRUST	STATE STREET SPD	14,508	-14,508	$1,420,528	$0	-$1,420,528
XLV SELECT SECTOR SPDR TR	STATE STREET HEA	8,110	-8,110	$1,188,938	$0	-$1,188,938
FIIG FIRST TR EXCHANGE-TRADED FD	INTERMEDIATE DUR	45,000	-45,000	$933,750	$0	-$933,750
XLK SELECT SECTOR SPDR TR	STATE STREET TEC	6,921	-6,921	$919,806	$0	-$919,806
FSIG FIRST TR EXCHANGE-TRADED FD	LIMITED DURATION	48,500	-48,500	$918,590	$0	-$918,590
FTCS FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	6,866	-6,866	$636,877	$0	-$636,877
DFLV DIMENSIONAL ETF TRUST	US LARGE CAP VAL	17,264	-17,264	$616,499	$0	-$616,499
DFSD DIMENSIONAL ETF TRUST	SHORT DURATION F	9,895	-9,895	$473,769	$0	-$473,769
SPYV SPDR SERIES TRUST	STATE STREET SPD	6,519	-6,519	$368,822	$0	-$368,822
IGEB ISHARES TR	INVESTMENT GRADE	6,567	-6,567	$295,917	$0	-$295,917
DFSV DIMENSIONAL ETF TRUST	US SMALL CAP VAL	8,257	-8,257	$289,320	$0	-$289,320
VBIL VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	3,158	-3,158	$238,935	$0	-$238,935
DFGP DIMENSIONAL ETF TRUST	GLOBAL CORE PLUS	4,425	-4,425	$238,916	$0	-$238,916
AIPO TIDAL TRUST II	DEFIANCE AI & PW	9,250	-9,250	$230,880	$0	-$230,880
PTRB PGIM ETF TR	TOTAL RETURN BON	5,455	-5,455	$226,432	$0	-$226,432
SLYV SPDR SERIES TRUST	STATE STREET SPD	2,286	-2,286	$216,177	$0	-$216,177
FBND FIDELITY MERRIMACK STR TR	TOTAL BD ETF	4,665	-4,665	$212,822	$0	-$212,822

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