Everpar Advisors Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 9, 2026, Everpar Advisors Llc disclosed 302 stock positions valued at approximately $351.52M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, NVIDIA CORPORATION, and APPLE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 302
- Portfolio Value
- $351.52M
Holdings by Sector
Everpar Advisors Llc Portfolio Holdings in Q2 2026
300 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 7.27% | 34,120 | +5,046 | +17.36% | $25,552,460 |
| NVIDIA CORPORATION | NVDA | Technology | 4.41% | 77,449 | +3,857 | +5.24% | $15,496,788 |
| APPLE INC | AAPL | Technology | 3.98% | 48,301 | +352 | +0.73% | $13,976,348 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 3.25% | 34,866 | +551 | +1.61% | $11,412,811 |
| MICROSOFT CORP | MSFT | Technology | 2.54% | 23,898 | -1,498 | -5.90% | $8,914,469 |
| SPDR SERIES TRUST | SPYG | Other | 2.20% | 64,889 | +19,125 | +41.79% | $7,721,104 |
| ALPHABET INC | GOOG | Communication Services | 1.99% | 19,797 | +2,447 | +14.10% | $6,994,816 |
| VANGUARD INDEX FDS | VTV | Other | 1.95% | 31,436 | +1,169 | +3.86% | $6,850,950 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.90% | 27,986 | -398 | -1.40% | $6,670,156 |
| ALPHABET INC | GOOGL | Communication Services | 1.82% | 17,889 | +1,344 | +8.12% | $6,393,147 |
| BROADCOM INC | AVGO | Technology | 1.80% | 16,721 | +695 | +4.34% | $6,316,262 |
| ONEOK INC NEW | OKE | Energy | 1.52% | 61,637 | +5,178 | +9.17% | $5,358,732 |
| BLACKROCK ETF TRUST | DYNF | Other | 1.46% | 75,619 | +15,065 | +24.88% | $5,142,855 |
| TYSON FOODS INC | TSN | Consumer Defensive | 1.32% | 81,117 | -206 | -0.25% | $4,643,976 |
| TESLA INC | TSLA | Consumer Cyclical | 1.26% | 10,497 | -314 | -2.90% | $4,415,233 |
| FIDELITY COVINGTON TRUST | FTEC | Other | 1.20% | 14,831 | +4,020 | +37.18% | $4,235,469 |
| META PLATFORMS INC | META | Communication Services | 1.17% | 7,329 | +146 | +2.03% | $4,128,352 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.14% | 3,478 | +378 | +12.19% | $4,014,621 |
| VANGUARD INDEX FDS | VUG | Other | 1.07% | 43,693 | +37,494 | +604.84% | $3,763,677 |
| ISHARES TR | LRGF | Other | 1.05% | 48,653 | +4,777 | +10.89% | $3,679,633 |
| CISCO SYS INC | CSCO | Technology | 1.00% | 29,987 | +2,327 | +8.41% | $3,522,254 |
| ISHARES TR | IJS | Other | 0.99% | 25,341 | - | - | $3,463,608 |
| ELI LILLY & CO | LLY | Healthcare | 0.95% | 2,780 | +102 | +3.81% | $3,334,415 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.92% | 4,310 | +607 | +16.39% | $3,218,350 |
| ISHARES TR | MTUM | Other | 0.90% | 9,188 | +2,355 | +34.47% | $3,149,884 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.88% | 12,152 | -144 | -1.17% | $3,086,203 |
| WALMART INC | WMT | Consumer Defensive | 0.86% | 26,765 | -615 | -2.25% | $3,031,404 |
| RTX CORPORATION | RTX | Industrials | 0.75% | 13,905 | +72 | +0.52% | $2,638,196 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.72% | 4,360 | +1,235 | +39.52% | $2,532,768 |
| APPLIED MATLS INC | AMAT | Technology | 0.70% | 3,400 | -419 | -10.97% | $2,458,200 |
| EXXON MOBIL CORP | XOM | Energy | 0.66% | 16,981 | -260 | -1.51% | $2,321,648 |
| INTEL CORP | INTC | Technology | 0.64% | 16,163 | +2,459 | +17.94% | $2,256,840 |
| CHEVRON CORPORATION | CVX | Energy | 0.63% | 13,288 | -66 | -0.49% | $2,202,587 |
| CATERPILLAR INC | CAT | Industrials | 0.61% | 2,003 | +93 | +4.87% | $2,132,995 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.59% | 4,151 | +322 | +8.41% | $2,077,119 |
| VISA INC | V | Financial Services | 0.59% | 6,027 | +919 | +17.99% | $2,067,803 |
| ORACLE CORP | ORCL | Technology | 0.55% | 13,088 | +132 | +1.02% | $1,918,046 |
| WW GRAINGER INC | GWW | Industrials | 0.53% | 1,380 | +38 | +2.83% | $1,877,352 |
| ISHARES TR | QUAL | Other | 0.52% | 8,388 | +1,830 | +27.90% | $1,840,630 |
| ISHARES TR | IJH | Other | 0.52% | 23,769 | -4,680 | -16.45% | $1,832,823 |
| SIMMONS FIRST NATL CORP | SFNC | Financial Services | 0.51% | 79,653 | +91 | +0.11% | $1,804,140 |
| ABBVIE INC | ABBV | Healthcare | 0.49% | 6,863 | +204 | +3.06% | $1,727,024 |
| VANGUARD INDEX FDS | VTI | Other | 0.49% | 4,643 | -35 | -0.75% | $1,718,096 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 0.48% | 35,386 | -14,108 | -28.50% | $1,670,217 |
| LAM RESEARCH CORP | LRCX | Other | 0.47% | 3,835 | +350 | +10.04% | $1,661,821 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 0.45% | 32,427 | -14,627 | -31.09% | $1,598,019 |
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 0.43% | 4,439 | +83 | +1.91% | $1,528,436 |
| INVESCO EXCH TRD SLF IDX FD | BSCU | Other | 0.43% | 91,642 | +10,093 | +12.38% | $1,525,373 |
| INVESCO EXCH TRD SLF IDX FD | BSCS | Other | 0.43% | 73,940 | +8,169 | +12.42% | $1,505,789 |
| INVESCO EXCH TRD SLF IDX FD | BSCT | Other | 0.43% | 80,914 | +8,936 | +12.41% | $1,502,977 |
| INVESCO EXCH TRD SLF IDX FD | BSCR | Other | 0.43% | 76,599 | +8,001 | +11.66% | $1,502,490 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.43% | 4,402 | +1,060 | +31.72% | $1,501,170 |
| INVESCO EXCH TRD SLF IDX FD | BSCV | Other | 0.42% | 90,601 | +10,188 | +12.67% | $1,484,501 |
| INVESCO EXCH TRD SLF IDX FD | BSCQ | Other | 0.42% | 75,759 | +6,639 | +9.61% | $1,479,189 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.41% | 2,799 | -114 | -3.91% | $1,437,566 |
| CORNING INC | GLW | Technology | 0.41% | 5,611 | -465 | -7.65% | $1,433,218 |
| AMERICAN ELEC PWR CO INC | AEP | Utilities | 0.40% | 10,392 | +202 | +1.98% | $1,421,661 |
| ARISTA NETWORKS INC | ANET | Other | 0.37% | 7,675 | +472 | +6.55% | $1,303,829 |
| INVESCO EXCH TRD SLF IDX FD | BSCW | Other | 0.37% | 63,159 | +11,887 | +23.18% | $1,295,386 |
| KLA CORP | KLAC | Technology | 0.37% | 4,265 | +3,816 | +849.89% | $1,286,793 |
| DELL TECHNOLOGIES INC | DELL | Technology | 0.36% | 2,955 | +261 | +9.69% | $1,274,964 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.36% | 1,253 | +110 | +9.62% | $1,267,247 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.35% | 2,552 | -52 | -2.00% | $1,218,567 |
| MERCK & CO INC | MRK | Healthcare | 0.34% | 9,417 | -123 | -1.29% | $1,210,020 |
| COCA COLA CO | KO | Consumer Defensive | 0.34% | 14,504 | +125 | +0.87% | $1,178,740 |
| GE AEROSPACE | GE | Industrials | 0.34% | 3,152 | +144 | +4.79% | $1,177,997 |
| WILLIAMS COS INC | WMB | Energy | 0.33% | 15,797 | -406 | -2.51% | $1,174,349 |
| BANK OF AMER CORP | BAC | Financial Services | 0.33% | 20,405 | +1,983 | +10.76% | $1,162,686 |
| AMERICAN CENTY ETF TR | AVDE | Other | 0.32% | 12,709 | - | - | $1,133,643 |
| GE VERNOVA INC | GEV | Utilities | 0.32% | 945 | +68 | +7.75% | $1,110,243 |
| ISHARES TR | DGRO | Other | 0.31% | 14,233 | +4,712 | +49.49% | $1,078,682 |
| NETFLIX INC. | NFLX | Communication Services | 0.30% | 14,705 | -3,871 | -20.84% | $1,049,937 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.29% | 2,485 | +241 | +10.74% | $1,032,841 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.29% | 1,042 | -23 | -2.16% | $1,019,201 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 0.28% | 1,025 | +100 | +10.81% | $989,125 |
| SANDISK CORP | SNDK | Other | 0.28% | 433 | +433 | +100.00% | $984,525 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.28% | 1,272 | +258 | +25.44% | $970,714 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.27% | 5,320 | +116 | +2.23% | $962,441 |
| VANGUARD STAR FDS | VXUS | Other | 0.27% | 11,079 | - | - | $947,144 |
| WESTERN DIGITAL CORP | WDC | Technology | 0.26% | 1,442 | +25 | +1.76% | $921,034 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 0.26% | 2,892 | -32 | -1.09% | $909,794 |
| VANGUARD INDEX FDS | VV | Other | 0.26% | 2,623 | +173 | +7.06% | $902,076 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.25% | 5,912 | -541 | -8.38% | $895,668 |
| VANGUARD WORLD FD | VGT | Other | 0.25% | 7,479 | +6,717 | +881.50% | $893,890 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.25% | 944 | -53 | -5.32% | $883,084 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.25% | 2,485 | +326 | +15.10% | $876,410 |
| BOEING CO | BA | Industrials | 0.25% | 4,034 | -87 | -2.11% | $873,132 |
| ISHARES TR | HDV | Other | 0.25% | 31,690 | +26,945 | +567.86% | $868,612 |
| ALLSTATE CORP | ALL | Financial Services | 0.23% | 3,438 | +273 | +8.63% | $818,038 |
| CITIGROUP INC | C | Financial Services | 0.23% | 5,840 | +320 | +5.80% | $817,366 |
| AMPHENOL CORP | APH | Technology | 0.23% | 4,564 | +48 | +1.06% | $804,724 |
| AMGEN INC | AMGN | Healthcare | 0.23% | 2,218 | -26 | -1.16% | $803,138 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.22% | 5,383 | -140 | -2.53% | $789,363 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.22% | 1,569 | +183 | +13.20% | $786,634 |
| INTERACTIVE BROKERS GROUP IN | IBKR | Financial Services | 0.22% | 9,021 | -718 | -7.37% | $785,188 |
| EATON CORP PLC | ETN | Other | 0.22% | 1,836 | +157 | +9.35% | $782,483 |
| QUALCOMM INC | QCOM | Technology | 0.22% | 4,178 | -764 | -15.46% | $772,053 |
| MORGAN STANLEY | MS | Financial Services | 0.22% | 3,691 | +476 | +14.81% | $771,567 |
| WELLS FARGO & CO | WFC | Financial Services | 0.22% | 9,288 | -13 | -0.14% | $767,560 |
| PHILLIPS 66 | PSX | Energy | 0.22% | 4,480 | -683 | -13.23% | $757,259 |