Everpar Advisors LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 21, 2026), Everpar Advisors LLC reported 282 stock positions worth $290.4 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 6.5% of the portfolio, followed by Nvidia (NVDA, 4.4%) and Apple (AAPL, 4.2%). Compared with Q4 2025, it opened 37 new positions, sold out of 23, added to 160 and reduced 78. The biggest buy was Vanguard Mrngstr Val ETF-Aui (VTV, shares +117%) and the biggest sale Eli Lilly (LLY, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- TULSA, OK
- CIK
- 0002010410
- Portfolio Value
- $290.4M (Q1 2026)
- SEC Filing
- 0001951757-26-000658 ↗ filed Apr 21, 2026
Holdings Value
Holdings 282 stocks · $290.4M
| IVV iShares Core S&P 500 ETF | 6.54% | 29,074 | $19.0M | Add +11.1% |
| NVDA Nvidia Corp. | 4.42% | 73,592 | $12.8M | Add +11.7% |
| AAPL Apple Inc. | 4.19% | 47,949 | $12.2M | Add +14.8% |
| JPM JPMorgan Chase & Co. | 3.48% | 34,315 | $10.1M | Add +1.3% |
| MSFT Microsoft Corp. | 3.24% | 25,396 | $9.4M | Add +10.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.04% | 30,267 | $5.9M | Add +117.3% |
| AMZN Amazon.com Inc. | 2.04% | 28,384 | $5.9M | Add +9.8% |
| TSN Tyson Foods Inc. Class A | 1.79% | 81,323 | $5.2M | Add +0.1% |
| OKE Oneok Inc. | 1.76% | 56,459 | $5.1M | Reduce -0.2% |
| GOOG Alphabet Inc. Class C | 1.71% | 17,350 | $5.0M | Add +9.9% |
| AVGO Broadcom Inc. | 1.71% | 16,026 | $5.0M | Add +6.3% |
| GOOGL Alphabet Inc. Class A | 1.64% | 16,545 | $4.8M | Add +14.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.54% | 45,764 | $4.5M | Add +36.7% |
| META Meta Platforms Inc. Class A | 1.42% | 7,183 | $4.1M | Add +12.0% |
| TSLA Tesla Inc. | 1.38% | 10,811 | $4.0M | Add +8.2% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.21% | 60,554 | $3.5M | Add +20.8% |
| WMT Walmart Inc. | 1.17% | 27,380 | $3.4M | Add +1.6% |
| JNJ Johnson & Johnson | 1.03% | 12,296 | $3.0M | Add +8.9% |
| IJS iShares S&P Small-Cap 600 Va | 1.03% | 25,341 | $3.0M | New |
| XOM Exxon Mobil Corp. | 1.01% | 17,241 | $2.9M | Add +15.4% |
| LRGF iShares US Equity Factor ETF | 1.00% | 43,876 | $2.9M | Add +17.6% |
| CVX Chevron Corp. | 0.95% | 13,354 | $2.8M | Add +9.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.93% | 6,199 | $2.7M | Add +9.6% |
| RTX RTX Corp. | 0.92% | 13,833 | $2.7M | Reduce -0.8% |
| LLY Eli Lilly & Co. | 0.85% | 2,678 | $2.5M | Reduce -11.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.83% | 3,703 | $2.4M | Add +10.7% |
| FTEC Fidelity MSCI Info Tech Indx | 0.77% | 10,811 | $2.2M | Add +36.7% |
| CSCO Cisco Systems Inc. | 0.74% | 27,660 | $2.1M | Add +1.1% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.69% | 47,054 | $2.0M | Reduce -15.9% |
| CGGR Cap Group Growth Equity | 0.68% | 49,494 | $2.0M | Reduce -15.8% |
| IJH iShares Core S&P Midcap ETF | 0.66% | 28,449 | $1.9M | Reduce -13.9% |
| ORCL Oracle Corp. | 0.66% | 12,956 | $1.9M | Add +8.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.63% | 3,829 | $1.8M | Add +25.1% |
| NFLX Netflix Inc. | 0.61% | 18,576 | $1.8M | Add +13.2% |
| MTUM iShares MSCI USA Momentum Fa | 0.56% | 6,833 | $1.6M | Add +28.6% |
| SFNC Simmons First Natl Corp. Class A | 0.53% | 79,562 | $1.5M | Add +1.1% |
| V Visa Inc. Class A | 0.53% | 5,108 | $1.5M | Add +18.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.52% | 4,678 | $1.5M | Reduce -0.3% |
| GWW WW Grainger Inc. | 0.50% | 1,342 | $1.5M | Add +2.1% |
| MA Mastercard Inc. Class A | 0.50% | 2,913 | $1.5M | Reduce -3.6% |
| ABBV Abbvie Inc. | 0.50% | 6,659 | $1.4M | Add +6.0% |
| SHW The Sherwin-Williams Co. | 0.48% | 4,356 | $1.4M | Reduce -1.3% |
| BSCU Invesco Bulletshares 2030 CB | 0.47% | 81,549 | $1.4M | Add +7.5% |
| CAT Caterpillar Inc. | 0.47% | 1,910 | $1.4M | Add +9.2% |
| BSCQ Invesco Bulletshares 2026 CB | 0.46% | 69,120 | $1.3M | Add +7.3% |
| BSCR Invesco Bulletshares 2027 CB | 0.46% | 68,598 | $1.3M | Add +7.3% |
| BSCS Invesco Bulletshares 2028 CB | 0.46% | 65,771 | $1.3M | Add +7.2% |
| BSCT Invesco Bulletshares 2029 CB | 0.46% | 71,978 | $1.3M | Add +7.3% |
| AEP American Electric Power | 0.46% | 10,190 | $1.3M | Reduce -2.0% |
| BSCV Invesco Bulletshares 2031 CB | 0.46% | 80,413 | $1.3M | Add +10.4% |
| AMAT Applied Materials Inc. | 0.45% | 3,819 | $1.3M | Add +12.6% |
| QUAL iShares MSCI USA Quality Fac | 0.43% | 6,558 | $1.3M | Reduce -12.6% |
| WMB Williams Cos Inc. | 0.41% | 16,203 | $1.2M | Reduce -2.3% |
| MRK Merck & Co. Inc. | 0.40% | 9,540 | $1.1M | Add +16.0% |
| KO The Coca-Cola Co. | 0.38% | 14,379 | $1.1M | Add +13.8% |
| AVDE Avantis International Equity | 0.37% | 12,709 | $1.1M | New |
| BSCW Invesco Bulletshares 2032 CB | 0.36% | 51,272 | $1.1M | Add +20.9% |
| PLTR Palantir Technologies Inc. Class A | 0.36% | 7,207 | $1.1M | Add +21.4% |
| MU Micron Technology Inc. | 0.36% | 3,100 | $1.0M | Reduce -9.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.35% | 6,453 | $1.0M | Add +2.3% |
| COST Costco Wholesale Corp. | 0.34% | 997 | $993K | Add +57.5% |
| GS Goldman Sachs Group Inc. | 0.33% | 1,143 | $967K | Add +12.3% |
| PH Parker Hannifin Corp. | 0.33% | 1,065 | $953K | Add +3.9% |
| PSX Phillips 66 | 0.32% | 5,163 | $941K | Add +5.3% |
| MCD McDonald's Corp. | 0.32% | 2,961 | $920K | Add +13.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.31% | 18,422 | $898K | Reduce -6.0% |
| ANET Arista Networks Inc. | 0.30% | 7,203 | $884K | Add +3.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.30% | 2,604 | $880K | Add +5.2% |
| PM Philip Morris International | 0.30% | 5,204 | $860K | Add +14.9% |
| VXUS Vanguard Total Intl Stock | 0.29% | 11,079 | $854K | New |
| GE General Electric filed as GE AEROSPACE | 0.29% | 3,008 | $854K | Add +24.9% |
| COP Conocophillips | 0.29% | 6,379 | $842K | Reduce -7.0% |
| NSC Norfolk Southern Corp. | 0.29% | 2,924 | $839K | Reduce -7.6% |
| GLW Corning Inc. | 0.28% | 6,076 | $826K | Reduce -22.1% |
| BA The Boeing Co. | 0.28% | 4,121 | $820K | Add +8.6% |
| FTI Technipfmc PLC | 0.28% | 11,734 | $811K | Reduce -4.4% |
| PG The Procter & Gamble Co. | 0.27% | 5,523 | $798K | Add +7.7% |
| AMGN Amgen Inc. | 0.27% | 2,244 | $790K | Add +11.9% |
| VZ Verizon Communications Inc. | 0.27% | 15,489 | $778K | Add +15.8% |
| GEV GE Vernova Inc. | 0.26% | 877 | $766K | Add +17.4% |
| LRCX Lam Research Corp. | 0.26% | 3,485 | $745K | Add +9.3% |
| PEP Pepsico Inc. | 0.26% | 4,769 | $741K | Add +0.1% |
| WFC Wells Fargo & Co. | 0.26% | 9,301 | $740K | Reduce -1.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.25% | 2,450 | $732K | No change |
| HD Home Depot Inc. | 0.24% | 2,159 | $710K | Add +8.1% |
| LOW Lowe's Cos Inc. | 0.24% | 2,999 | $709K | Reduce -7.3% |
| TMO Thermo Fisher Scientific Inc. | 0.23% | 1,386 | $681K | Add +8.9% |
| T AT&T Inc. | 0.23% | 23,387 | $678K | Add +18.4% |
| GILD Gilead Sciences Inc. | 0.23% | 4,862 | $678K | Add +10.8% |
| DGRO iShares Core Dividend Growth | 0.23% | 9,521 | $668K | Add +0.5% |
| KLAC KLA Corp. | 0.23% | 449 | $661K | Add +23.4% |
| ALL Allstate Corp. | 0.23% | 3,165 | $656K | Add +20.6% |
| IBKR Interactive Brokers Gro Class A | 0.22% | 9,739 | $653K | Reduce -5.6% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.22% | 16,806 | $646K | Reduce -1.2% |
| HDV iShares Core High Dividend E | 0.22% | 4,745 | $644K | Reduce -6.5% |
| CRM Salesforce Inc. | 0.22% | 3,442 | $643K | Add +36.2% |
| QCOM Qualcomm Inc. | 0.22% | 4,942 | $636K | Reduce -16.3% |
| AMD Advanced Micro Devices | 0.22% | 3,125 | $636K | Add +29.2% |
| OGS One Gas Inc. | 0.22% | 7,269 | $626K | No change |
| C Citigroup Inc. | 0.22% | 5,520 | $626K | Add +1.4% |
Portfolio Sells Q4 2025 → Q1 2026
| LLY Eli Lilly & Co. | Reduce -11.9% | 0.85% | −0.36 |
| CGGR Cap Group Growth Equity | Reduce -15.8% | 0.68% | −0.28 |
| CGDV Cap Group Dividend Value | Reduce -15.9% | 0.69% | −0.22 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.19 |
| QCOM Qualcomm Inc. | Reduce -16.3% | 0.22% | −0.16 |
| IJH iShares Core S&P Midcap ETF | Reduce -13.9% | 0.66% | −0.15 |
| MA Mastercard Inc. Class A | Reduce -3.6% | 0.50% | −0.14 |
| SONY Sony Group Corp. - SP ADR | Sold out | 0.00% | −0.13 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −0.12 |
| QUAL iShares MSCI USA Quality Fac | Reduce -12.6% | 0.43% | −0.12 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.11 |
| BR Broadridge Financial Solutio | Sold out | 0.00% | −0.11 |
| JKHY Jack Henry & Associates Inc. | Sold out | 0.00% | −0.11 |
| BX Blackstone Inc. | Reduce -22.4% | 0.12% | −0.11 |
| MET Metlife Inc. | Sold out | 0.00% | −0.10 |
| FICO Fair Isaac Corp. | Sold out | 0.00% | −0.10 |
| B Barrick Mining Corp. | Sold out | 0.00% | −0.10 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.09 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.09 |
| HOOD Robinhood Markets Inc. Class A | Sold out | 0.00% | −0.09 |
| ALNY Alnylam Pharmaceuticals Inc. | Sold out | 0.00% | −0.09 |
| THC Tenet Healthcare Corp. | Sold out | 0.00% | −0.09 |
| BAC Bank of America Corp. | Reduce -6.0% | 0.31% | −0.09 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.09 |
| BSY Bentley Systems Inc. Class B | Sold out | 0.00% | −0.09 |
| RPM RPM International Inc. | Sold out | 0.00% | −0.08 |
| VOO Vanguard S&P 500 ETF | Sold out | 0.00% | −0.08 |
| LPLA LPL Financial Holdings Inc. | Reduce -27.5% | 0.10% | −0.08 |
| VONV Vanguard Russell 1000 Value | Sold out | 0.00% | −0.08 |
| DIS The Walt Disney Co. | Reduce -10.8% | 0.19% | −0.08 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.08 |
| SLV iShares Silver Trust | Reduce -30.4% | 0.17% | −0.08 |
| EFX Equifax Inc. | Sold out | 0.00% | −0.08 |
| IEMG iShares Core MSCI Emerging | Sold out | 0.00% | −0.07 |
| AES AES Corp. | Sold out | 0.00% | −0.07 |
| WFC Wells Fargo & Co. | Reduce -1.0% | 0.26% | −0.07 |
| SHOP Shopify Inc. Class A | Reduce -6.3% | 0.12% | −0.07 |
| OUSM Alps Oshares US Small-Cap Qu | Reduce -27.5% | 0.14% | −0.07 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.3% | 0.52% | −0.07 |
| AIG American International Group | Reduce -16.2% | 0.12% | −0.06 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -28.8% | 0.11% | −0.05 |
| IVW iShares S&P 500 Growth ETF | Reduce -25.6% | 0.09% | −0.05 |
| NSC Norfolk Southern Corp. | Reduce -7.6% | 0.29% | −0.05 |
| SHW The Sherwin-Williams Co. | Reduce -1.3% | 0.48% | −0.05 |
| DASH DoorDash Inc. Class A | Reduce -3.3% | 0.07% | −0.05 |
| ADP Automatic Data Processing | Reduce -6.5% | 0.10% | −0.05 |
| ROL Rollins Inc. | Reduce -14.7% | 0.11% | −0.05 |
| LOW Lowe's Cos Inc. | Reduce -7.3% | 0.24% | −0.05 |
| MRSH Marsh & McLennan Cos | Reduce -25.6% | 0.08% | −0.04 |
| LEN Lennar Corp. Class A | Reduce -17.9% | 0.07% | −0.04 |
Portfolio Buys Q4 2025 → Q1 2026
| VTV Vanguard Mrngstr Val ETF-Aui | Add +117.3% | 2.04% | +1.06 |
| IJS iShares S&P Small-Cap 600 Va | New | 1.03% | +1.03 |
| AVDE Avantis International Equity | New | 0.37% | +0.37 |
| XOM Exxon Mobil Corp. | Add +15.4% | 1.01% | +0.34 |
| VXUS Vanguard Total Intl Stock | New | 0.29% | +0.29 |
| CVX Chevron Corp. | Add +9.5% | 0.95% | +0.26 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +36.7% | 1.54% | +0.22 |
| JNJ Johnson & Johnson | Add +8.9% | 1.03% | +0.17 |
| COST Costco Wholesale Corp. | Add +57.5% | 0.34% | +0.14 |
| AMAT Applied Materials Inc. | Add +12.6% | 0.45% | +0.13 |
| VLO Valero Energy Corp. | New | 0.12% | +0.12 |
| FTEC Fidelity MSCI Info Tech Indx | Add +36.7% | 0.77% | +0.12 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 0.11% | +0.11 |
| NEM Newmont Corp. | New | 0.10% | +0.10 |
| NOW ServiceNow Inc. | New | 0.10% | +0.10 |
| O Realty Income Corp. | New | 0.10% | +0.10 |
| FDX FedEx Corp. | New | 0.10% | +0.10 |
| SO The Southern Co. | New | 0.10% | +0.10 |
| CAT Caterpillar Inc. | Add +9.2% | 0.47% | +0.09 |
| FIX Comfort Systems USA Inc. | New | 0.09% | +0.09 |
| EBAY eBay Inc. | New | 0.09% | +0.09 |
| PSX Phillips 66 | Add +5.3% | 0.32% | +0.09 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.09% | +0.09 |
| AMT American Tower Corp. | New | 0.09% | +0.09 |
| ON On Semiconductor | New | 0.09% | +0.09 |
| GRMN Garmin Ltd. | New | 0.09% | +0.09 |
| GEV GE Vernova Inc. | Add +17.4% | 0.26% | +0.08 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +20.8% | 1.21% | +0.08 |
| EOG EOG Resources Inc. | New | 0.08% | +0.08 |
| BSVN BANK7 Corp. | New | 0.08% | +0.08 |
| FANG Diamondback Energy Inc. | New | 0.08% | +0.08 |
| NI Nisource Inc. | New | 0.08% | +0.08 |
| EQIX Equinix Inc. | New | 0.08% | +0.08 |
| CIEN Ciena Corp. | New | 0.08% | +0.08 |
| RF Regions Financial Corp. | New | 0.08% | +0.08 |
| MCHP Microchip Technology Inc. | New | 0.08% | +0.08 |
| MSI Motorola Solutions Inc. | New | 0.08% | +0.08 |
| DVN Devon Energy Corp. | New | 0.08% | +0.08 |
| XLC SS Comm Select Sector SPDR | New | 0.08% | +0.08 |
| DE Deere & Co. | Add +45.1% | 0.19% | +0.08 |
| ORLY O'reilly Automotive Inc. | New | 0.07% | +0.07 |
| MRK Merck & Co. Inc. | Add +16.0% | 0.40% | +0.07 |
| VICI Vici Properties Inc. | New | 0.07% | +0.07 |
| AMLP Alerian MLP ETF | New | 0.07% | +0.07 |
| OSK Oshkosh Corp. | New | 0.07% | +0.07 |
| AEE Ameren Corporation | New | 0.07% | +0.07 |
| ROST Ross Stores Inc. | New | 0.07% | +0.07 |
| MTUM iShares MSCI USA Momentum Fa | Add +28.6% | 0.56% | +0.07 |
| SNA Snap-on Inc. | New | 0.07% | +0.07 |
| TTE Totalenergies SE | New | 0.07% | +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 |