Institutions / Everhart Financial Group, Inc.
Everhart Financial Group, Inc.
CIK 1852858 · Institution · as of Dec 31, 2025
Portfolio value
$1.08B
Positions
417
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 417 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $155.33M | 14.4% |
| Vanguard Index Fds | $138.82M | 12.9% |
| Vanguard Index Fds | $61.82M | 5.7% |
| NVIDIA Corp | $42.60M | 3.9% |
| Apple Inc. | $33.71M | 3.1% |
| Dimensional ETF Trust | $32.35M | 3.0% |
| Vanguard Bd Index Fds | $29.72M | 2.8% |
| Microsoft Corp | $27.83M | 2.6% |
| Dimensional ETF Trust | $15.91M | 1.5% |
| Amazon.com Inc | $15.82M | 1.5% |
| Alphabet Inc. | $13.22M | 1.2% |
| Meta Platforms Inc | $12.52M | 1.2% |
| Vanguard Intl Equity Index F | $12.45M | 1.2% |
| Schwab Strategic Tr | $11.96M | 1.1% |
| Alphabet Inc. | $11.85M | 1.1% |
| Broadcom Inc. | $11.58M | 1.1% |
| Schwab Strategic Tr | $11.17M | 1.0% |
| Tesla Inc | $8.89M | 0.8% |
| ELI LILLY & Co | $8.14M | 0.8% |
| Vanguard Index Fds | $8.09M | 0.7% |
| Warren E. Buffett | $7.70M | 0.7% |
| Vanguard Index Fds | $7.43M | 0.7% |
| JPMorgan Chase & Co | $7.36M | 0.7% |
| Vanguard Index Fds | $7.02M | 0.7% |
| Vanguard Index Fds | $6.96M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.