Chris Mortara

Everpar Advisors Llc

Assets Managed

$351.517M

Holdings

302

Last Quarter

2026 - Q2

Filed Date

5d ago

Growth Rate

21.04%(2Q avg: 14.38%)

Sustained Growth

5 quarters

Portfolio positions

This chart displays the top 10 holdings in Everpar Advisors Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 302 positions.

Assets under management

The assets under management (AUM) of Everpar Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 351.517M in assets, with a quarterly growth rate of 21.04% and a 2-quarter average growth rate of 14.38%. The portfolio is managed by Chris Mortara, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
IVV Ishares Core S&p 500 Etf Recent Activity Increased 17.36%	7.27%	$25.552M 34,120 shares@ $748.9 avg price	Increased 17.36%
NVDA Nvidia Corp Recent Activity Increased 5.25%	4.41%	$15.497M 77,449 shares@ $200.1 avg price	Increased 5.25%
AAPL Apple Inc Recent Activity Increased 0.74%	3.98%	$13.976M 48,301 shares@ $289.36 avg price	Increased 0.74%
JPM Jpmorgan Chase & Co Recent Activity Increased 1.61%	3.25%	$11.413M 34,866 shares@ $327.34 avg price	Increased 1.61%
MSFT Microsoft Corp Recent Activity Decreased -5.89%	2.54%	$8.914M 23,898 shares@ $373.03 avg price	Decreased -5.89%
SPYG Spdr Portfolio S&p 500 Growt Recent Activity Increased 41.8%	2.2%	$7.721M 64,889 shares@ $118.99 avg price	Increased 41.8%
GOOG Alphabet Inc-cl C Recent Activity Increased 14.11%	1.99%	$6.995M 19,797 shares@ $353.33 avg price	Increased 14.11%
VTV Vanguard Value Etf Recent Activity Increased 3.87%	1.95%	$6.851M 31,436 shares@ $217.94 avg price	Increased 3.87%
AMZN Amazon.com Inc Recent Activity Decreased -1.4%	1.9%	$6.67M 27,986 shares@ $238.34 avg price	Decreased -1.4%
GOOGL Alphabet Inc-cl A Recent Activity Increased 8.13%	1.82%	$6.393M 17,889 shares@ $357.38 avg price	Increased 8.13%

1-10 of 302