Everpar Advisors LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 9, 2026), Everpar Advisors LLC reported 302 stock positions worth $351.5 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 7.3% of the portfolio, followed by Nvidia (NVDA, 4.4%) and Apple (AAPL, 4.0%). Compared with Q1 2026, it opened 44 new positions, sold out of 24, added to 143 and reduced 103. The biggest buy was Micron Technology (MU, shares +12%) and the biggest sale Microsoft (MSFT, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- TULSA, OK
- CIK
- 0002010410
- Portfolio Value
- $351.5M (Q2 2026)
- SEC Filing
- 0001951757-26-000936 ↗ filed Jul 9, 2026
Holdings Value
Holdings 302 stocks · $351.5M
| IVV iShares Core S&P 500 ETF | 7.27% | 34,120 | $25.6M | Add +17.4% |
| NVDA Nvidia Corp. | 4.41% | 77,449 | $15.5M | Add +5.2% |
| AAPL Apple Inc. | 3.98% | 48,301 | $14.0M | Add +0.7% |
| JPM JPMorgan Chase & Co. | 3.25% | 34,866 | $11.4M | Add +1.6% |
| MSFT Microsoft Corp. | 2.54% | 23,898 | $8.9M | Reduce -5.9% |
| SPYG SS SPDR P S&P 500 Growth ETF | 2.20% | 64,889 | $7.7M | Add +41.8% |
| GOOG Alphabet Inc. Class C | 1.99% | 19,797 | $7.0M | Add +14.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.95% | 31,436 | $6.9M | Add +3.9% |
| AMZN Amazon.com Inc. | 1.90% | 27,986 | $6.7M | Reduce -1.4% |
| GOOGL Alphabet Inc. Class A | 1.82% | 17,889 | $6.4M | Add +8.1% |
| AVGO Broadcom Inc. | 1.80% | 16,721 | $6.3M | Add +4.3% |
| OKE Oneok Inc. | 1.52% | 61,637 | $5.4M | Add +9.2% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.46% | 75,619 | $5.1M | Add +24.9% |
| TSN Tyson Foods Inc. Class A | 1.32% | 81,117 | $4.6M | Reduce -0.3% |
| TSLA Tesla Inc. | 1.26% | 10,497 | $4.4M | Reduce -2.9% |
| FTEC Fidelity MSCI Info Tech Indx | 1.20% | 14,831 | $4.2M | Add +37.2% |
| META Meta Platforms Inc. Class A | 1.17% | 7,329 | $4.1M | Add +2.0% |
| MU Micron Technology Inc. | 1.14% | 3,478 | $4.0M | Add +12.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.07% | 43,693 | $3.8M | Add +17.5% |
| LRGF iShares US Equity Factor ETF | 1.05% | 48,653 | $3.7M | Add +10.9% |
| CSCO Cisco Systems Inc. | 1.00% | 29,987 | $3.5M | Add +8.4% |
| IJS iShares S&P Small-Cap 600 Va | 0.99% | 25,341 | $3.5M | No change |
| LLY Eli Lilly & Co. | 0.95% | 2,780 | $3.3M | Add +3.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.92% | 4,310 | $3.2M | Add +16.4% |
| MTUM iShares MSCI USA Momentum Fa | 0.90% | 9,188 | $3.1M | Add +34.5% |
| JNJ Johnson & Johnson | 0.88% | 12,152 | $3.1M | Reduce -1.2% |
| WMT Walmart Inc. | 0.86% | 26,765 | $3.0M | Reduce -2.3% |
| RTX RTX Corp. | 0.75% | 13,905 | $2.6M | Add +0.5% |
| AMD Advanced Micro Devices | 0.72% | 4,360 | $2.5M | Add +39.5% |
| AMAT Applied Materials Inc. | 0.70% | 3,400 | $2.5M | Reduce -11.0% |
| XOM Exxon Mobil Corp. | 0.66% | 16,981 | $2.3M | Reduce -1.5% |
| INTC Intel Corp. | 0.64% | 16,163 | $2.3M | Add +17.9% |
| CVX Chevron Corp. | 0.63% | 13,288 | $2.2M | Reduce -0.5% |
| CAT Caterpillar Inc. | 0.61% | 2,003 | $2.1M | Add +4.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.59% | 4,151 | $2.1M | Add +8.4% |
| V Visa Inc. Class A | 0.59% | 6,027 | $2.1M | Add +18.0% |
| ORCL Oracle Corp. | 0.55% | 13,088 | $1.9M | Add +1.0% |
| GWW WW Grainger Inc. | 0.53% | 1,380 | $1.9M | Add +2.8% |
| QUAL iShares MSCI USA Quality Fac | 0.52% | 8,388 | $1.8M | Add +27.9% |
| IJH iShares Core S&P Midcap ETF | 0.52% | 23,769 | $1.8M | Reduce -16.4% |
| SFNC Simmons First Natl Corp. Class A | 0.51% | 79,653 | $1.8M | Add +0.1% |
| ABBV Abbvie Inc. | 0.49% | 6,863 | $1.7M | Add +3.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.49% | 4,643 | $1.7M | Reduce -0.8% |
| CGGR Cap Group Growth Equity | 0.48% | 35,386 | $1.7M | Reduce -28.5% |
| LRCX Lam Research Corp. | 0.47% | 3,835 | $1.7M | Add +10.0% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.45% | 32,427 | $1.6M | Reduce -31.1% |
| SHW The Sherwin-Williams Co. | 0.43% | 4,439 | $1.5M | Add +1.9% |
| BSCU Invesco Bulletshares 2030 CB | 0.43% | 91,642 | $1.5M | Add +12.4% |
| BSCS Invesco Bulletshares 2028 CB | 0.43% | 73,940 | $1.5M | Add +12.4% |
| BSCT Invesco Bulletshares 2029 CB | 0.43% | 80,914 | $1.5M | Add +12.4% |
| BSCR Invesco Bulletshares 2027 CB | 0.43% | 76,599 | $1.5M | Add +11.7% |
| PANW Palo Alto Networks Inc. | 0.43% | 4,402 | $1.5M | Add +31.7% |
| BSCV Invesco Bulletshares 2031 CB | 0.42% | 90,601 | $1.5M | Add +12.7% |
| BSCQ Invesco Bulletshares 2026 CB | 0.42% | 75,759 | $1.5M | Add +9.6% |
| MA Mastercard Inc. Class A | 0.41% | 2,799 | $1.4M | Reduce -3.9% |
| GLW Corning Inc. | 0.41% | 5,611 | $1.4M | Reduce -7.7% |
| AEP American Electric Power | 0.40% | 10,392 | $1.4M | Add +2.0% |
| ANET Arista Networks Inc. | 0.37% | 7,675 | $1.3M | Add +6.5% |
| BSCW Invesco Bulletshares 2032 CB | 0.37% | 63,159 | $1.3M | Add +23.2% |
| KLAC KLA Corp. | 0.37% | 4,265 | $1.3M | Reduce -5.0% |
| DELL Dell Technologies -C | 0.36% | 2,955 | $1.3M | Add +9.7% |
| GS Goldman Sachs Group Inc. | 0.36% | 1,253 | $1.3M | Add +9.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.35% | 2,552 | $1.2M | Reduce -2.0% |
| MRK Merck & Co. Inc. | 0.34% | 9,417 | $1.2M | Reduce -1.3% |
| KO The Coca-Cola Co. | 0.34% | 14,504 | $1.2M | Add +0.9% |
| GE General Electric filed as GE AEROSPACE | 0.34% | 3,152 | $1.2M | Add +4.8% |
| WMB Williams Cos Inc. | 0.33% | 15,797 | $1.2M | Reduce -2.5% |
| BAC Bank of America Corp. | 0.33% | 20,405 | $1.2M | Add +10.8% |
| AVDE Avantis International Equity | 0.32% | 12,709 | $1.1M | No change |
| GEV GE Vernova Inc. | 0.32% | 945 | $1.1M | Add +7.8% |
| DGRO iShares Core Dividend Growth | 0.31% | 14,233 | $1.1M | Add +49.5% |
| NFLX Netflix Inc. | 0.30% | 14,705 | $1.0M | Reduce -20.8% |
| UNH Unitedhealth Group Inc. | 0.29% | 2,485 | $1.0M | Add +10.7% |
| PH Parker Hannifin Corp. | 0.29% | 1,042 | $1.0M | Reduce -2.2% |
| STX Seagate Technology Holdings | 0.28% | 1,025 | $989K | Add +10.8% |
| SNDK Sandisk Corp. | 0.28% | 433 | $985K | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.28% | 1,272 | $971K | Add +25.4% |
| PM Philip Morris International | 0.27% | 5,320 | $962K | Add +2.2% |
| VXUS Vanguard Total Intl Stock | 0.27% | 11,079 | $947K | No change |
| WDC Western Digital Corp. | 0.26% | 1,442 | $921K | Add +1.8% |
| NSC Norfolk Southern Corp. | 0.26% | 2,892 | $910K | Reduce -1.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.26% | 2,623 | $902K | Add +7.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.25% | 5,912 | $896K | Reduce -8.4% |
| VGT Vanguard Info Tech ETF | 0.25% | 7,479 | $894K | Add +22.7% |
| COST Costco Wholesale Corp. | 0.25% | 944 | $883K | Reduce -5.3% |
| HD Home Depot Inc. | 0.25% | 2,485 | $876K | Add +15.1% |
| BA The Boeing Co. | 0.25% | 4,034 | $873K | Reduce -2.1% |
| HDV iShares Core High Dividend E | 0.25% | 31,690 | $869K | Add +33.6% |
| ALL Allstate Corp. | 0.23% | 3,438 | $818K | Add +8.6% |
| C Citigroup Inc. | 0.23% | 5,840 | $817K | Add +5.8% |
| APH Amphenol Corp. Class A | 0.23% | 4,564 | $805K | Add +1.1% |
| AMGN Amgen Inc. | 0.23% | 2,218 | $803K | Reduce -1.2% |
| PG The Procter & Gamble Co. | 0.22% | 5,383 | $789K | Reduce -2.5% |
| TMO Thermo Fisher Scientific Inc. | 0.22% | 1,569 | $787K | Add +13.2% |
| IBKR Interactive Brokers Gro Class A | 0.22% | 9,021 | $785K | Reduce -7.4% |
| ETN Eaton Corp. PLC | 0.22% | 1,836 | $782K | Add +9.3% |
| QCOM Qualcomm Inc. | 0.22% | 4,178 | $772K | Reduce -15.5% |
| MS Morgan Stanley | 0.22% | 3,691 | $772K | Add +14.8% |
| WFC Wells Fargo & Co. | 0.22% | 9,288 | $768K | Reduce -0.1% |
| PSX Phillips 66 | 0.22% | 4,480 | $757K | Reduce -13.2% |
Portfolio Sells Q1 2026 → Q2 2026
| MSFT Microsoft Corp. | Reduce -5.9% | 2.54% | −0.70 |
| TSN Tyson Foods Inc. Class A | Reduce -0.3% | 1.32% | −0.47 |
| XOM Exxon Mobil Corp. | Reduce -1.5% | 0.66% | −0.35 |
| CVX Chevron Corp. | Reduce -0.5% | 0.63% | −0.32 |
| NFLX Netflix Inc. | Reduce -20.8% | 0.30% | −0.32 |
| WMT Walmart Inc. | Reduce -2.3% | 0.86% | −0.31 |
| CGDV Cap Group Dividend Value | Reduce -31.1% | 0.45% | −0.23 |
| CGGR Cap Group Growth Equity | Reduce -28.5% | 0.48% | −0.21 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.17 |
| JNJ Johnson & Johnson | Reduce -1.2% | 0.88% | −0.16 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.16 |
| PLTR Palantir Technologies Inc. Class A | Reduce -13.2% | 0.21% | −0.16 |
| IJH iShares Core S&P Midcap ETF | Reduce -16.4% | 0.52% | −0.14 |
| AMZN Amazon.com Inc. | Reduce -1.4% | 1.90% | −0.14 |
| TSLA Tesla Inc. | Reduce -2.9% | 1.26% | −0.13 |
| CRM Salesforce Inc. | Reduce -35.5% | 0.10% | −0.12 |
| MCD McDonald's Corp. | Reduce -14.0% | 0.20% | −0.12 |
| COP Conocophillips | Reduce -8.8% | 0.17% | −0.12 |
| HII Huntington Ingalls Industrie | Sold out | 0.00% | −0.11 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.11 |
| ROL Rollins Inc. | Sold out | 0.00% | −0.11 |
| PSX Phillips 66 | Reduce -13.2% | 0.22% | −0.11 |
| IVE iShares S&P 500 Value ETF | Sold out | 0.00% | −0.11 |
| ICE Intercontinental Exchange Inc. | Sold out | 0.00% | −0.11 |
| HIG Hartford Insurance Group Inc. | Sold out | 0.00% | −0.10 |
| TJX TJX Companies Inc. | Reduce -8.4% | 0.25% | −0.10 |
| TMUS T-Mobile US Inc. | Sold out | 0.00% | −0.10 |
| LOW Lowe's Cos Inc. | Reduce -20.1% | 0.15% | −0.09 |
| CTRA Coterra Energy Inc. | Sold out | 0.00% | −0.09 |
| MA Mastercard Inc. Class A | Reduce -3.9% | 0.41% | −0.09 |
| COST Costco Wholesale Corp. | Reduce -5.3% | 0.25% | −0.09 |
| ISRG Intuitive Surgical Inc. | Reduce -25.0% | 0.10% | −0.09 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.09 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.09 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.09 |
| GRMN Garmin Ltd. | Sold out | 0.00% | −0.09 |
| INSM Insmed Inc. | Sold out | 0.00% | −0.08 |
| ALLE Allegion PLC | Sold out | 0.00% | −0.08 |
| VZ Verizon Communications Inc. | Reduce -0.9% | 0.18% | −0.08 |
| PEP Pepsico Inc. | Reduce -5.2% | 0.17% | −0.08 |
| ULTA Ulta Beauty Inc. | Sold out | 0.00% | −0.08 |
| MSI Motorola Solutions Inc. | Sold out | 0.00% | −0.08 |
| BJ Bj's Wholesale Club Holdings | Sold out | 0.00% | −0.08 |
| ORLY O'reilly Automotive Inc. | Sold out | 0.00% | −0.07 |
| FTI Technipfmc PLC | Reduce -7.2% | 0.21% | −0.07 |
| VICI Vici Properties Inc. | Sold out | 0.00% | −0.07 |
| OSK Oshkosh Corp. | Sold out | 0.00% | −0.07 |
| GILD Gilead Sciences Inc. | Reduce -7.7% | 0.16% | −0.07 |
| WMB Williams Cos Inc. | Reduce -2.5% | 0.33% | −0.07 |
| CME Cme Group Inc. | Reduce -15.3% | 0.08% | −0.07 |
Portfolio Buys Q1 2026 → Q2 2026
| MU Micron Technology Inc. | Add +12.2% | 1.14% | +0.78 |
| IVV iShares Core S&P 500 ETF | Add +17.4% | 7.27% | +0.73 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +41.8% | 2.20% | +0.65 |
| AMD Advanced Micro Devices | Add +39.5% | 0.72% | +0.50 |
| INTC Intel Corp. | Add +17.9% | 0.64% | +0.43 |
| FTEC Fidelity MSCI Info Tech Indx | Add +37.2% | 1.20% | +0.43 |
| MTUM iShares MSCI USA Momentum Fa | Add +34.5% | 0.90% | +0.33 |
| SNDK Sandisk Corp. | New | 0.28% | +0.28 |
| GOOG Alphabet Inc. Class C | Add +14.1% | 1.99% | +0.28 |
| CSCO Cisco Systems Inc. | Add +8.4% | 1.00% | +0.26 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +24.9% | 1.46% | +0.25 |
| PANW Palo Alto Networks Inc. | Add +31.7% | 0.43% | +0.24 |
| LRCX Lam Research Corp. | Add +10.0% | 0.47% | +0.22 |
| DELL Dell Technologies -C | Add +9.7% | 0.36% | +0.21 |
| GOOGL Alphabet Inc. Class A | Add +8.1% | 1.82% | +0.18 |
| STX Seagate Technology Holdings | Add +10.8% | 0.28% | +0.16 |
| CAT Caterpillar Inc. | Add +4.9% | 0.61% | +0.14 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +25.4% | 0.28% | +0.14 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +17.5% | 1.07% | +0.14 |
| WDC Western Digital Corp. | Add +1.8% | 0.26% | +0.13 |
| FIX Comfort Systems USA Inc. | Add +99.0% | 0.22% | +0.12 |
| FTNT Fortinet Inc. | New | 0.12% | +0.12 |
| EA Electronic Arts Inc. | New | 0.11% | +0.11 |
| MRVL Marvell Technology Inc. | New | 0.11% | +0.11 |
| CMS CMS Energy Corp. | New | 0.11% | +0.11 |
| FLEX Flex Ltd. | New | 0.11% | +0.11 |
| LLY Eli Lilly & Co. | Add +3.8% | 0.95% | +0.10 |
| QUAL iShares MSCI USA Quality Fac | Add +27.9% | 0.52% | +0.09 |
| AVGO Broadcom Inc. | Add +4.3% | 1.80% | +0.09 |
| JBL Jabil Inc. | New | 0.09% | +0.09 |
| DDOG Datadog Inc. Class A | New | 0.09% | +0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +16.4% | 0.92% | +0.09 |
| UNH Unitedhealth Group Inc. | Add +10.7% | 0.29% | +0.08 |
| ED Consolidated Edison Inc. | New | 0.08% | +0.08 |
| HOOD Robinhood Markets Inc. Class A | New | 0.08% | +0.08 |
| PAYX Paychex Inc. | New | 0.08% | +0.08 |
| PNW Pinnacle West Capital | New | 0.08% | +0.08 |
| DGRO iShares Core Dividend Growth | Add +49.5% | 0.31% | +0.08 |
| EW Edwards Lifesciences Corp. | New | 0.08% | +0.08 |
| CNP Centerpoint Energy Inc. | New | 0.07% | +0.07 |
| ELV Elevance Health Inc. | New | 0.07% | +0.07 |
| CARR Carrier Global Corp. | New | 0.07% | +0.07 |
| SNOW Snowflake Inc. | New | 0.07% | +0.07 |
| VGT Vanguard Info Tech ETF | Add +22.7% | 0.25% | +0.07 |
| WM Waste Management Inc. | New | 0.07% | +0.07 |
| MET Metlife Inc. | New | 0.07% | +0.07 |
| MAR Marriott International Class A | New | 0.07% | +0.07 |
| SPG Simon Property Group Inc. | New | 0.07% | +0.07 |
| EXE Expand Energy Corp. | New | 0.07% | +0.07 |
| ANET Arista Networks Inc. | Add +6.5% | 0.37% | +0.07 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 302 | $351.5M | IVV, NVDA, AAPL, JPM, MSFT |
| Q1 2026 | 282 | $290.4M | IVV, NVDA, AAPL, JPM, MSFT |
| Q4 2025 | 268 | $269.6M | IVV, NVDA, AAPL, MSFT, JPM |
| Q3 2025 | 276 | $252.9M | IVV, MSFT, NVDA, JPM, AAPL |
| Q2 2025 | 266 | $220.1M | MSFT, JPM, IVV, NVDA, AAPL |
| Q1 2025 | 252 | $188.4M | JPM, AAPL, MSFT, IVV, NVDA |
| Q4 2024 | 263 | $198.3M | AAPL, MSFT, JPM, NVDA, OKE |
| Q3 2024 | 259 | $193.3M | MSFT, AAPL, JPM, NVDA, OKE |
| Q2 2024 | 263 | $199.7M | AAPL, MSFT, NVDA, JPM, AMZN |
| Q1 2024 | 232 | $164.5M | MSFT, AAPL, JPM, NVDA, OKE |