Long-term investor

Everpar Advisors LLC @everparadvisorsllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002010410).

Record

  • Tracked since 2025-12-31 (257 days), 145 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +6.6%
  • Max drawdown n/a · win rate 15% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • IVV · 7.3% · long · since 2025-12-31
  • NVDA · 4.4% · long · since 2025-12-31
  • AAPL · 4.0% · long · since 2025-12-31
  • JPM · 3.2% · long · since 2025-12-31
  • MSFT · 2.5% · long · since 2025-12-31
  • SPYG · 2.2% · long · since 2025-12-31
  • GOOG · 2.0% · long · since 2025-12-31
  • VTV · 1.9% · long · since 2025-12-31
  • AMZN · 1.9% · long · since 2025-12-31
  • GOOGL · 1.8% · long · since 2025-12-31
  • AVGO · 1.8% · long · since 2025-12-31
  • OKE · 1.5% · long · since 2025-12-31

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