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CIK: 0002010410
Total reported value
$351.5M
$351.5M
282 檔
18.1%
In Q1 2026, Everpar Advisors LLC's U.S. equity holdings reached a combined market value of $351.5M, distributed across 282 disclosed stock positions.
In Q1 2026, Everpar Advisors LLC displayed an active expansion posture, initiating 38 new positions and adding to 91 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 282 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.54% | +0.73% | +11.11% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.42% | -0.01% | +11.68% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.19% | -0.21% | +14.78% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.48% | -0.23% | +1.33% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.24% | -0.70% | +10.61% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 2.04% | -0.09% | +117.31% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.04% | -0.14% | +9.78% | |
| 8 | TSN | Tyson Foods Inc-cl A | Stock-Consumer Staples | 1.79% | -0.47% | +0.10% | |
| 9 | OKE | Oneok Inc | Stock-Energy | 1.76% | -0.24% | -0.24% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.71% | +0.28% | +9.93% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.71% | +0.09% | +6.27% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.64% | +0.18% | +13.97% | |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.54% | +0.66% | +36.74% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.42% | -0.25% | +12.01% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.38% | -0.12% | +8.19% | |
| 16 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.21% | +0.25% | +20.77% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 1.17% | -0.31% | +1.57% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.03% | -0.15% | +8.87% | |
| 19 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.03% | -0.04% | — | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.01% | -0.35% | +15.37% | |
| 21 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 1.00% | +0.05% | +17.62% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 0.95% | -0.32% | +9.53% | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 0.93% | +0.14% | +9.58% | |
| 24 | RTX | Rtx CORP | Stock-Industrials | 0.92% | -0.17% | -0.77% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.85% | +0.10% | -11.94% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.83% | +0.09% | +10.67% | |
| 27 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.77% | +0.43% | +36.69% | |
| 28 | CSCO | Cisco Systems Inc | Stock-Tech | 0.74% | +0.26% | +1.11% | |
| 29 | CGDV | Cap Group Dividend Value | ETF-Other | 0.69% | -0.24% | -15.87% | |
| 30 | CGGR | Cap Group Growth Equity | ETF-Other | 0.68% | -0.20% | -15.82% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.66% | -0.14% | -13.94% | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.66% | -0.11% | +8.05% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | -0.04% | +25.09% | |
| 34 | NFLX | Netflix Inc | Stock-Comm Services | 0.62% | -0.32% | +13.19% | |
| 35 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.56% | +0.34% | +28.58% | |
| 36 | SFNC | Simmons First Natl Corp-cl A | Stock-Other | 0.53% | -0.02% | +1.14% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.53% | +0.06% | +18.90% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.52% | -0.03% | -0.28% | |
| 39 | GWW | Ww Grainger Inc | Stock-Industrials | 0.50% | +0.03% | +2.13% | |
| 40 | MA | Mastercard Inc - A | Stock-Financials | 0.50% | -0.09% | -3.58% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.50% | -0.01% | +6.00% | |
| 42 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.48% | -0.05% | -1.25% | |
| 43 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 0.47% | -0.04% | +7.47% | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.47% | +0.14% | +9.21% | |
| 45 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.46% | -0.04% | +7.27% | |
| 46 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.46% | -0.03% | +7.25% | |
| 47 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.46% | -0.03% | +7.22% | |
| 48 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 0.46% | -0.03% | +7.31% | |
| 49 | AEP | American Electric Power | Stock-Utilities | 0.46% | -0.06% | -1.97% | |
| 50 | BSCV | Invesco Bulletshares 2031 Cb | ETF-Other | 0.46% | -0.04% | +10.45% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | +1.1% | +117.31% | Add |
| 2 | XOM | Exxon Mobil CORP | +0.3% | +15.37% | Add |
| 3 | CVX | Chevron CORP | +0.3% | +9.53% | Add |
| 4 | OKE | Oneok Inc | +0.2% | -0.24% | Trim |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.2% | +36.74% | Add |
| 6 | JNJ | Johnson & Johnson | +0.2% | +8.87% | Add |
| 7 | COST | Costco Wholesale CORP | +0.1% | +57.50% | Add |
| 8 | AMAT | Applied Materials Inc | +0.1% | +12.62% | Add |
| 9 | FTEC | Fidelity Msci Info Tech Indx | +0.1% | +36.69% | Add |
| 10 | CAT | Caterpillar Inc | +0.1% | +9.21% | Add |
| 11 | PSX | Phillips 66 | +0.1% | +5.32% | Add |
| 12 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +20.77% | Add |
| 13 | MRK | Merck & Co. Inc. | +0.1% | +15.96% | Add |
| 14 | GEV | GE Vernova Inc | +0.1% | +17.40% | Add |
| 15 | FTI | TechnipFMC plc | +0.1% | -4.41% | Trim |
| 16 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | +28.58% | Add |
| 17 | DE | Deere & Co | +0.1% | +45.15% | Add |
| 18 | VZ | Verizon Communications Inc | +0.1% | +15.75% | Add |
| 19 | KLAC | Kla CORP | +0.1% | +23.35% | Add |
| 20 | LIN | Linde plc | +0.1% | +49.13% | Add |
| 21 | WMT | Walmart Inc | +0.1% | +1.57% | Add |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +25.09% | Add |
| 23 | LRCX | Lam Research CORP | +0.1% | +9.32% | Add |
| 24 | INTC | Intel CORP | +0.1% | +21.54% | Add |
| 25 | NFLX | Netflix Inc | +0.1% | +13.19% | Add |
| 26 | KO | Coca-cola Co/the | +0.1% | +13.78% | Add |
| 27 | COP | Conocophillips | +0.1% | -7.04% | Trim |
| 28 | T | At&t Inc | +0.1% | +18.41% | Add |
| 29 | LRGF | Ishares US Equity Factor ETF | 0% | +17.62% | Add |
| 30 | WMB | Williams Cos Inc | 0% | -2.26% | Trim |
| 31 | MO | Altria Group Inc | 0% | +32.37% | Add |
| 32 | MPC | Marathon Petroleum CORP | 0% | -0.31% | Trim |
| 33 | NEE | Nextera Energy Inc | 0% | +17.63% | Add |
| 34 | PWR | Quanta Services Inc | 0% | +8.11% | Add |
| 35 | DELL | Dell Technologies -c | 0% | +14.69% | Add |
| 36 | LMT | Lockheed Martin CORP | 0% | +12.03% | Add |
| 37 | DUK | Duke Energy CORP | 0% | +31.05% | Add |
| 38 | PFE | Pfizer Inc | 0% | +41.30% | Add |
| 39 | TER | Teradyne Inc | 0% | -3.91% | Trim |
| 40 | HON | Honeywell International Inc | 0% | +18.08% | Add |
| 41 | SLB | Slb LTD | 0% | +7.00% | Add |
| 42 | BSCW | Invesco Bulletshares 2032 Cb | 0% | +20.90% | Add |
| 43 | GLW | Corning Inc | 0% | -22.05% | Trim |
| 44 | GILD | Gilead Sciences Inc | 0% | +10.83% | Add |
| 45 | PM | Philip Morris International | 0% | +14.95% | Add |
| 46 | AMGN | Amgen Inc | 0% | +11.92% | Add |
| 47 | STX | Seagate Technology Holdings plc | 0% | +7.56% | Add |
| 48 | WELL | Welltower Inc | 0% | +28.91% | Add |
| 49 | AMD | Advanced Micro Devices | 0% | +29.24% | Add |
| 50 | CTVA | Corteva Inc | 0% | -1.01% | Trim |
According to official SEC Form 13F filings, Everpar Advisors LLC reported a total U.S. public equity portfolio value of $351.5M across 282 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, NVDA, AAPL) accounted for 18.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
IJS
市值: $3.0M
Top Position Liquidated / Trimmed
AZNN
前期市值: $555.5K
During Q1 2026, Everpar Advisors LLC's top holdings by market value included IVV (6.5%)、NVDA (4.4%)、AAPL (4.2%). The largest single position, IVV, represented 6.5% of total portfolio value.
In Q1 2026, Everpar Advisors LLC made 199 total portfolio adjustments, initiating 38 new buys, adding to 91 positions, trimming 46 holdings, and fully liquidating 24 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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