Everpar Advisors LLC holds a diversified book of 302 reported positions worth $351.5M as of Q2 2026 (disclosed Jul 9, 2026, a ~9-day 13F lag). This quarter they opened Sandisk Corp and trimmed Microsoft Corp. Their largest long position is Ishares Core S&P 500 ETF at 7% of the reported non-option book. Cloning the disclosed picks since 2025 would be +16% (+17.9%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 4.3 points over this window.
Growth of $10,000 cloning Everpar Advisors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~9 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
72% mapped to company sectors
+5 sectors below the cut, 6% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Everpar Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 9 / 80 | $4.5B |
| BlueSpruce Investments, LP | 10 / 80 | $641.9M |
| Prospect Hill Management, LLC | 10 / 80 | $248.5M |
| Swiss Re Ltd | 46 / 80 | $1.1B |
| Uhlmann Price Securities, LLC | 41 / 80 | $2.5B |
| Howard Hughes Medical Institute | 18 / 80 | $408.1M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $420.3M |
| Trivest Advisors Ltd | 9 / 80 | $2.9B |
Ranked by the share of each fund's own book sitting in the names it shares with Everpar Advisors LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $25.6M | 34.1K | 7.3% | ▲+17% Added · +5K sh | |
| 2 | Nvidia Corporation COM | $15.5M | 77.4K | 4.4% | ▲+5.2% Added · +4K sh | |
| 3 | Apple Inc COM | $14.0M | 48.3K | 4.0% | ▲+0.7% Added · +352 sh | |
| 4 | JPMorgan Chase & Co COM | $11.4M | 34.9K | 3.2% | ▲+1.6% Added · +551 sh | |
| 5 | Microsoft Corp COM | $8.9M | 23.9K | 2.5% | ▼−5.9% Reduced · −1K sh | |
| 6 | SPDR Series Trust ST STR P500GRW | $7.7M | 64.9K | 2.2% | ▲+42% Added · +19K sh | |
| 7 | Alphabet Inc CAP STK CL C | $7.0M | 19.8K | 2.0% | ▲+14% Added · +2K sh | |
| 8 | Vanguard Index FDS VALUE ETF | $6.9M | 31.4K | 1.9% | ▲+3.9% Added · +1K sh | |
| 9 | Amazon Com Inc COM | $6.7M | 28.0K | 1.9% | ▼−1.4% Reduced · −398 sh | |
| 10 | Alphabet Inc CAP STK CL A | $6.4M | 17.9K | 1.8% | ▲+8.1% Added · +1K sh | |
| 11 | Broadcom Inc COM | $6.3M | 16.7K | 1.8% | ▲+4.3% Added · +695 sh | |
| 12 | Oneok Inc New COM | $5.4M | 61.6K | 1.5% | ▲+9.2% Added · +5K sh | |
| 13 | BlackRock ETF Trust ISHARES US EQUIT | $5.1M | 75.6K | 1.5% | ▲+25% Added · +15K sh | |
| 14 | Tyson Foods Inc CL A | $4.6M | 81.1K | 1.3% | ▼−0.3% Reduced · −206 sh | |
| 15 | Tesla Inc COM | $4.4M | 10.5K | 1.3% | ▼−2.9% Reduced · −314 sh | |
| 16 | Fidelity Covington Trust MSCI INFO TECH I | $4.2M | 14.8K | 1.2% | ▲+37% Added · +4K sh | |
| 17 | Meta Platforms Inc CL A | $4.1M | 7.3K | 1.2% | ▲+2.0% Added · +146 sh | |
| 18 | Micron Technology Inc COM | $4.0M | 3.5K | 1.1% | ▲+12% Added · +378 sh | |
| 19 | Vanguard Index FDS GROWTH ETF | $3.8M | 43.7K | 1.1% | ▲+605% Added · +37K sh | |
| 20 | Ishares TR U S EQUITY FACTR | $3.7M | 48.7K | 1.0% | ▲+11% Added · +5K sh | |
| 21 | Cisco Sys Inc COM | $3.5M | 30.0K | 1.0% | ▲+8.4% Added · +2K sh | |
| 22 | Ishares TR SP SMCP600VL ETF | $3.5M | 25.3K | 1.0% | —Held | |
| 23 | Eli Lilly & Co COM | $3.3M | 2.8K | 0.9% | ▲+3.8% Added · +102 sh | |
| 24 | State STR SPDR S&P 500 ETF T TR UNIT | $3.2M | 4.3K | 0.9% | ▲+16% Added · +607 sh | |
| 25 | Ishares TR MSCI USA MMENTM | $3.1M | 9.2K | 0.9% | ▲+34% Added · +2K sh | |
| 26 | Johnson & Johnson COM | $3.1M | 12.2K | 0.9% | ▼−1.2% Reduced · −144 sh | |
| 27 | Walmart Inc COM | $3.0M | 26.8K | 0.9% | ▼−2.2% Reduced · −615 sh | |
| 28 | RTX Corporation COM | $2.6M | 13.9K | 0.8% | ▲+0.5% Added · +72 sh | |
| 29 | Advanced Micro Devices Inc COM | $2.5M | 4.4K | 0.7% | ▲+40% Added · +1K sh | |
| 30 | Applied Matls Inc COM | $2.5M | 3.4K | 0.7% | ▼−11% Reduced · −419 sh | |
| 31 | Exxon Mobil Corp COM | $2.3M | 17.0K | 0.7% | ▼−1.5% Reduced · −260 sh | |
| 32 | Intel Corp COM | $2.3M | 16.2K | 0.6% | ▲+18% Added · +2K sh | |
| 33 | Chevron Corporation COM | $2.2M | 13.3K | 0.6% | ▼−0.5% Reduced · −66 sh | |
| 34 | Caterpillar Inc COM | $2.1M | 2.0K | 0.6% | ▲+4.9% Added · +93 sh | |
| 35 | Berkshire Hathaway Inc Del CL B NEW | $2.1M | 4.2K | 0.6% | ▲+8.4% Added · +322 sh | |
| 36 | Visa Inc COM CL A | $2.1M | 6.0K | 0.6% | ▲+18% Added · +919 sh | |
| 37 | Oracle Corp COM | $1.9M | 13.1K | 0.5% | ▲+1.0% Added · +132 sh | |
| 38 | WW Grainger Inc COM | $1.9M | 1.4K | 0.5% | ▲+2.8% Added · +38 sh | |
| 39 | Ishares TR MSCI USA QLT FCT | $1.8M | 8.4K | 0.5% | ▲+28% Added · +2K sh | |
| 40 | Ishares TR CORE S&P MCP ETF | $1.8M | 23.8K | 0.5% | ▼−16% Reduced · −5K sh | |
| 41 | Simmons First Natl Corp CL A $1 PAR | $1.8M | 79.7K | 0.5% | ▲+0.1% Added · +91 sh | |
| 42 | Abbvie Inc COM | $1.7M | 6.9K | 0.5% | ▲+3.1% Added · +204 sh | |
| 43 | Vanguard Index FDS TOTAL STK MKT | $1.7M | 4.6K | 0.5% | ▼−0.7% Reduced · −35 sh | |
| 44 | Capital Group Growth ETF SHS CREAT UNIT | $1.7M | 35.4K | 0.5% | ▼−29% Reduced · −14K sh | |
| 45 | Lam Research Corp COM NEW | $1.7M | 3.8K | 0.5% | ▲+10% Added · +350 sh | |
| 46 | Capital Group Dividend Value SHS CREAT UNIT | $1.6M | 32.4K | 0.5% | ▼−31% Reduced · −15K sh | |
| 47 | Sherwin Williams Co COM | $1.5M | 4.4K | 0.4% | ▲+1.9% Added · +83 sh | |
| 48 | Invesco Exch TRD SLF Idx FD INVSCO 30 CORP | $1.5M | 91.6K | 0.4% | ▲+12% Added · +10K sh | |
| 49 | Invesco Exch TRD SLF Idx FD INVSCO BLSH 28 | $1.5M | 73.9K | 0.4% | ▲+12% Added · +8K sh | |
| 50 | Invesco Exch TRD SLF Idx FD BULETSHS 2029 | $1.5M | 80.9K | 0.4% | ▲+12% Added · +9K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2010410/holdings"
Use Arkolith to show EVERPAR ADVISORS LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.