Everpar Advisors LLC Portfolio Holdings
Everpar Advisors LLC
- $270 Billion
- Q4 2025
Everpar Advisors LLC has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $270 Billion distributed in 268 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $17.9B, Nvidia Corp with a value of $12.3B, Apple Inc. with a value of $11.4B, Microsoft Corp with a value of $11.1B, and Jpmorgan Chase & CO with a value of $10.9B.
Examining the 13F form we can see an increase of $16.7B in the current position value, from $253B to 270B.
Everpar Advisors LLC is based out at Tulsa, OK
Below you can find more details about Everpar Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$270 Billion
ETFs: $62.9 Billion
Technology: $62.1 Billion
Financial Services: $32.9 Billion
Healthcare: $18.6 Billion
Communication Services: $18.3 Billion
Industrials: $17.3 Billion
Consumer Cyclical: $17 Billion
Consumer Defensive: $13.6 Billion
Other: $20.9 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 268
- Current Value $270 Billion
- Prior Value $253 Billion
- Filing
- Period Q4 2025
- Filing Date January 07, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 35 stocks
- Additional Purchases 114 stocks
- Sold out of 0 stocks
- Reduced holdings in 112 stocks