13F filer

Everpar Advisors

As of Jun 30, 2026 Filed Jul 9, 2026 CIK 2010410 SEC filings ↗

13F Value

$351.5M

Positions

302

Top Position

IVV7.3%

Top 5

21.4%

Latest filing changes

vs Mar 31, 2026

1 IVV iShares Core S&P 500 ETF +17.4%+$3.8M

2 SPYG State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF +41.8%+$2.3M

3 KLAC KLA +849.9%+$1.2M

4 FTEC Fidelity MSCI Information Technology Index ETF +37.2%+$1.1M

5 DYNF iShares U.S. Equity Factor Rotation Active ETF +24.9%+$1.0M

Holdings302

#							Trend (4Q)
1	IVV iShares Core S&P 500 ETF	7.3%	$25.6M	+17.4%	34.1K	6.5%		ETF
2	NVDA NVIDIA	4.4%	$15.5M	+5.2%	77.4K	4.4%		Common Stock
3	AAPL Apple	4.0%	$14.0M	+0.7%	48.3K	4.2%		Common Stock
4	JPM JPMorgan Chase	3.2%	$11.4M	+1.6%	34.9K	3.5%		Common Stock
5	MSFT Microsoft	2.5%	$8.9M	-5.9%	23.9K	3.2%		Common Stock
6	SPYG State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	2.2%	$7.7M	+41.8%	64.9K	1.5%		ETF
7	GOOG Alphabet Class C	2.0%	$7.0M	+14.1%	19.8K	1.7%		Common Stock
8	VTV Vanguard Morningstar Value Index Fund — ETF Shares	1.9%	$6.9M	+3.9%	31.4K	2.0%		ETF
9	AMZN Amazon	1.9%	$6.7M	-1.4%	28.0K	2.0%		Common Stock
10	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 17,889 reported quantity $6,393,147 reported value	1.8%	$6.4M	+8.1%	17.9K	1.6%		Common Stock
11	AVGO Broadcom	1.8%	$6.3M	+4.3%	16.7K	1.7%		Common Stock
12	OKE Oneok Filing details 682680103 Jun 30, 2026 61,637 reported quantity $5,358,732 reported value	1.5%	$5.4M	+9.2%	61.6K	1.8%		Common Stock
13	DYNF iShares U.S. Equity Factor Rotation Active ETF	1.5%	$5.1M	+24.9%	75.6K	1.2%		ETF
14	TSN Tyson Foods	1.3%	$4.6M	-0.3%	81.1K	1.8%		Common Stock
15	TSLA Tesla	1.3%	$4.4M	-2.9%	10.5K	1.4%		Common Stock
16	FTEC Fidelity MSCI Information Technology Index ETF	1.2%	$4.2M	+37.2%	14.8K	0.8%		ETF
17	META Meta Platforms	1.2%	$4.1M	+2.0%	7.3K	1.4%		Common Stock
18	MU Micron Technology	1.1%	$4.0M	+12.2%	3.5K	0.4%		Common Stock
19	VUG Vanguard Morningstar Growth Index Fund — ETF Shares	1.1%	$3.8M	—	43.7K	0.9%	—	ETF
20	LRGF iShares U.S. Equity Factor ETF	1.0%	$3.7M	+10.9%	48.7K	1.0%		ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing24

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.