Everhart Financial Group, Inc.
CIK: 0001852858Latest portfolio: $1.1B · Q4 2025
Holdings
417
Total Value
$1.1B
New Positions
415
Closed Positions
0
Top Holdings
View All 417 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VTVVANGUARD INDEX FDS | 813,302 | $155.3M | 14.39% | NEW | |
| 2 | VUGVANGUARD INDEX FDS | 284,541 | $138.8M | 12.86% | NEW | |
| 3 | VTIVANGUARD INDEX FDS | 184,403 | $61.8M | 5.73% | NEW | |
| 4 | NVDANVIDIA CORPORATION | 228,421 | $42.6M | 3.95% | NEW | |
| 5 | AAPLAPPLE INC | 124,008 | $33.7M | 3.12% | NEW | |
| 6 | DFAIDIMENSIONAL ETF TRUST | 848,859 | $32.4M | 3.00% | NEW | |
| 7 | BIVVANGUARD BD INDEX FDS | 381,643 | $29.7M | 2.75% | NEW | |
| 8 | MSFTMICROSOFT CORP | 57,545 | $27.8M | 2.58% | NEW | |
| 9 | DFAEDIMENSIONAL ETF TRUST | 488,575 | $15.9M | 1.47% | NEW | |
| 10 | AMZNAMAZON COM INC | 68,540 | $15.8M | 1.47% | NEW | |
| 11 | GOOGLALPHABET INC | 42,230 | $13.2M | 1.22% | NEW | |
| 12 | METAMETA PLATFORMS INC | 18,974 | $12.5M | 1.16% | NEW | |
| 13 | VWOVANGUARD INTL EQUITY INDEX F | 231,501 | $12.4M | 1.15% | NEW | |
| 14 | SCHGSCHWAB STRATEGIC TR | 366,612 | $12.0M | 1.11% | NEW | |
| 15 | GOOGALPHABET INC | 37,774 | $11.9M | 1.10% | NEW | |
| 16 | AVGOBROADCOM INC | 33,465 | $11.6M | 1.07% | NEW | |
| 17 | SCHBSCHWAB STRATEGIC TR | 425,763 | $11.2M | 1.03% | NEW | |
| 18 | TSLATESLA INC | 19,763 | $8.9M | 0.82% | NEW | |
| 19 | LLYELI LILLY & CO | 7,574 | $8.1M | 0.75% | NEW | |
| 20 | VBRVANGUARD INDEX FDS | 38,208 | $8.1M | 0.75% | NEW | |
| 21 | BRK/BBERKSHIRE HATHAWAY INC DEL | 15,318 | $7.7M | 0.71% | NEW | |
| 22 | VOTVANGUARD INDEX FDS | 26,609 | $7.4M | 0.69% | NEW | |
| 23 | JPMJPMORGAN CHASE & CO. | 22,843 | $7.4M | 0.68% | NEW | |
| 24 | VOEVANGUARD INDEX FDS | 39,572 | $7.0M | 0.65% | NEW | |
| 25 | VBKVANGUARD INDEX FDS | 23,046 | $7.0M | 0.64% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($4.260033712278291e+199T)
Industrials0.0% ($3.868260923212292e+124T)
Healthcare0.0% ($8.139471831022348e+121T)
Consumer Cyclical0.0% ($1.5820888723692341e+100T)
Unknown0.0% ($7.699226320031756e+47T)
Communication Services0.0% ($1.3217125241185338e+46T)
Energy0.0% ($4.4441864175891295e+44T)
Utilities0.0% ($3.4671398135211654e+37T)
Consumer Defensive0.0% ($4.6904387353421854e+32T)
Real Estate0.0% ($1.6589898256825544e+27T)
Basic Materials0.0% ($1.4109117527415836e+27T)
Filing History
Fund Information
Everhart Financial Group, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.1B across 417 holdings. The largest position is VANGUARD INDEX FDS (VTV), representing 14.4% of the portfolio. Compared to the previous quarter, the fund opened 417 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.