Everpar Advisors Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$290.4M
Q ending 2026-03-31
Prior quarter
$269.6M
Q ending 2025-12-31
Change
+7.7% QoQ · +54.2% YoY
Positions
282
reported holdings
Largest positions
Top 100 of 282 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $19.0M | 29K |
| Nvidia Corporation | NVDA | Shares | $12.8M | 74K |
| Apple Inc | AAPL | Shares | $12.2M | 48K |
| Jpmorgan Chase & Co | JPM | Shares | $10.1M | 34K |
| Microsoft Corp | MSFT | Shares | $9.4M | 25K |
| Vanguard Index Fds | VTV | Shares | $5.9M | 30K |
| Amazon Com Inc | AMZN | Shares | $5.9M | 28K |
| Tyson Foods Inc | TSN | Shares | $5.2M | 81K |
| Oneok Inc New | OKE | Shares | $5.1M | 56K |
| Alphabet Inc | GOOG | Shares | $5.0M | 17K |
| Broadcom Inc | AVGO | Shares | $5.0M | 16K |
| Alphabet Inc | GOOGL | Shares | $4.8M | 17K |
| Spdr Series Trust | SPYG | Shares | $4.5M | 46K |
| Meta Platforms Inc | META | Shares | $4.1M | 7K |
| Tesla Inc | TSLA | Shares | $4.0M | 11K |
| Blackrock Etf Trust | DYNF | Shares | $3.5M | 61K |
| Walmart Inc | WMT | Shares | $3.4M | 27K |
| Johnson & Johnson | JNJ | Shares | $3.0M | 12K |
| Ishares Tr | IJS | Shares | $3.0M | 25K |
| Exxon Mobil Corp | XOM | Shares | $2.9M | 17K |
| Ishares Tr | LRGF | Shares | $2.9M | 44K |
| Chevron Corporation | CVX | Shares | $2.8M | 13K |
| Vanguard Index Fds | VUG | Shares | $2.7M | 6K |
| Rtx Corporation | RTX | Shares | $2.7M | 14K |
| Eli Lilly & Co | LLY | Shares | $2.5M | 3K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $2.4M | 4K |
| Fidelity Covington Trust | FTEC | Shares | $2.2M | 11K |
| Cisco Sys Inc | CSCO | Shares | $2.1M | 28K |
| Capital Group Dividend Value | CGDV | Shares | $2.0M | 47K |
| Capital Group Growth Etf | CGGR | Shares | $2.0M | 49K |
| Ishares Tr | IJH | Shares | $1.9M | 28K |
| Oracle Corp | ORCL | Shares | $1.9M | 13K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.8M | 4K |
| Netflix Inc. | NFLX | Shares | $1.8M | 19K |
| Ishares Tr | MTUM | Shares | $1.6M | 7K |
| Simmons First Natl Corp | SFNC | Shares | $1.5M | 80K |
| Visa Inc | V | Shares | $1.5M | 5K |
| Vanguard Index Fds | VTI | Shares | $1.5M | 5K |
| Ww Grainger Inc | GWW | Shares | $1.5M | 1K |
| Mastercard Incorporated | MA | Shares | $1.5M | 3K |
| Abbvie Inc | ABBV | Shares | $1.4M | 7K |
| Sherwin Williams Co | SHW | Shares | $1.4M | 4K |
| Invesco Exch Trd Slf Idx Fd | BSCU | Shares | $1.4M | 82K |
| Caterpillar Inc | CAT | Shares | $1.4M | 2K |
| Invesco Exch Trd Slf Idx Fd | BSCQ | Shares | $1.3M | 69K |
| Invesco Exch Trd Slf Idx Fd | BSCR | Shares | $1.3M | 69K |
| Invesco Exch Trd Slf Idx Fd | BSCS | Shares | $1.3M | 66K |
| Invesco Exch Trd Slf Idx Fd | BSCT | Shares | $1.3M | 72K |
| American Elec Pwr Co Inc | AEP | Shares | $1.3M | 10K |
| Invesco Exch Trd Slf Idx Fd | BSCV | Shares | $1.3M | 80K |
| Applied Matls Inc | AMAT | Shares | $1.3M | 4K |
| Ishares Tr | QUAL | Shares | $1.3M | 7K |
| Williams Cos Inc | WMB | Shares | $1.2M | 16K |
| Merck & Co Inc | MRK | Shares | $1.1M | 10K |
| Coca Cola Co | KO | Shares | $1.1M | 14K |
| American Centy Etf Tr | AVDE | Shares | $1.1M | 13K |
| Invesco Exch Trd Slf Idx Fd | BSCW | Shares | $1.1M | 51K |
| Palantir Technologies Inc | PLTR | Shares | $1.1M | 7K |
| Micron Technology Inc | MU | Shares | $1.0M | 3K |
| Tjx Cos Inc New | TJX | Shares | $1.0M | 6K |
| Costco Wholesale Corporation | COST | Shares | $993K | 997 |
| Goldman Sachs Group Inc | GS | Shares | $967K | 1K |
| Parker-Hannifin Corp | PH | Shares | $953K | 1K |
| Phillips 66 | PSX | Shares | $941K | 5K |
| Mcdonalds Corp | MCD | Shares | $920K | 3K |
| Bank America Corp | BAC | Shares | $898K | 18K |
| Arista Networks Inc | ANET | Shares | $884K | 7K |
| Taiwan Semiconductor Manufac | TSM | Shares | $880K | 3K |
| Philip Morris Intl Inc | PM | Shares | $860K | 5K |
| Vanguard Star Fds | VXUS | Shares | $854K | 11K |
| Ge Aerospace | GE | Shares | $854K | 3K |
| Conocophillips | COP | Shares | $842K | 6K |
| Norfolk Southn Corp | NSC | Shares | $839K | 3K |
| Corning Inc | GLW | Shares | $826K | 6K |
| Boeing Co | BA | Shares | $820K | 4K |
| Technipfmc Plc | Shares | $811K | 12K | |
| Procter & Gamble Co | PG | Shares | $798K | 6K |
| Amgen Inc | AMGN | Shares | $790K | 2K |
| Verizon Communications Inc | VZ | Shares | $778K | 15K |
| Ge Vernova Inc | GEV | Shares | $766K | 877 |
| Lam Research Corp | LRCX | Shares | $745K | 3K |
| Pepsico Inc | PEP | Shares | $741K | 5K |
| Wells Fargo & Co | WFC | Shares | $740K | 9K |
| Vanguard Index Fds | VV | Shares | $732K | 2K |
| Home Depot Inc | HD | Shares | $710K | 2K |
| Lowes Cos Inc | LOW | Shares | $709K | 3K |
| Thermo Fisher Scientific Inc | TMO | Shares | $681K | 1K |
| At&T Inc | T | Shares | $678K | 23K |
| Gilead Sciences Inc | GILD | Shares | $678K | 5K |
| Ishares Tr | DGRO | Shares | $668K | 10K |
| Kla Corp | KLAC | Shares | $661K | 449 |
| Allstate Corp | ALL | Shares | $656K | 3K |
| Interactive Brokers Group In | IBKR | Shares | $653K | 10K |
| Capital Group Core Equity Et | CGUS | Shares | $646K | 17K |
| Ishares Tr | HDV | Shares | $644K | 5K |
| Salesforce Inc | CRM | Shares | $643K | 3K |
| Qualcomm Inc | QCOM | Shares | $636K | 5K |
| Advanced Micro Devices Inc | AMD | Shares | $636K | 3K |
| One Gas Inc | OGS | Shares | $626K | 7K |
| Citigroup Inc | C | Shares | $626K | 6K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.