13F Insight
DOSSIER · 13F-HR · Q1 2026

Everstar Asset Management, LLC

Everstar Asset's family office based in Stamford, CT — $188M in tracked AUM across 232 positions as of Q1 2026.

EA
Everstar Asset·Stamford, CT·Family Office
CIK 0002023744 · last filed Mar 31, 2026
Total AUM
$188M
▼ 11.3%
vs prior
Holdings
232
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Everstar Asset Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BIL
SPDR SERIES TRUST
$13M144K7.0%
02
SHY
ISHARES TR
$10M115K5.1%
03
IEI
ISHARES TR
$9M78K4.9%
04
VTI
VANGUARD INDEX FDS
$4M12K2.1%
05
PFM
INVESCO EXCHANGE TRADED FD T
$4M70K1.9%
06
SGOV
ISHARES TR
$3M31K1.6%
07
XLP
SELECT SECTOR SPDR TR
$3M32K1.4%
08
XLK
SELECT SECTOR SPDR TR
$3M20K1.4%
09
XLV
SELECT SECTOR SPDR TR
$3M18K1.4%
10
XLC
SELECT SECTOR SPDR TR
$2M22K1.3%

Filing history

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