Everhart Financial Group, Inc.

CIK: 0001852858SEC EDGAR →

Portfolio Value

$1.1B

Holdings

417

As of

Q4 2025

New Positions

415

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	VTV VANGUARD INDEX FDS	813,302	$155.3M	14.39%
2	VUG VANGUARD INDEX FDS	284,541	$138.8M	12.86%
3	VTI VANGUARD INDEX FDS	184,403	$61.8M	5.73%
4	NVDA NVIDIA CORPORATION	228,421	$42.6M	3.95%
5	AAPL APPLE INC	124,008	$33.7M	3.12%
6	DFAI DIMENSIONAL ETF TRUST	848,859	$32.4M	3.00%
7	BIV VANGUARD BD INDEX FDS	381,643	$29.7M	2.75%
8	MSFT MICROSOFT CORP	57,545	$27.8M	2.58%
9	DFAE DIMENSIONAL ETF TRUST	488,575	$15.9M	1.47%
10	AMZN AMAZON COM INC	68,540	$15.8M	1.47%

Quarterly Changes

Top Buys

VTVNEW

$155.3M

VUGNEW

$138.8M

VTINEW

$61.8M

NVDANEW

$42.6M

AAPLNEW

$33.7M

Top Sells

No sells this quarter

New Positions (417)

VTV

$155.3M · 813K shares

VUG

$138.8M · 285K shares

$61.8M · 184K shares

$42.6M · 228K shares

$33.7M · 124K shares

$32.4M · 849K shares

$29.7M · 382K shares

$27.8M · 58K shares

$15.9M · 489K shares

$15.8M · 69K shares

$13.2M · 42K shares

$12.5M · 19K shares

$12.4M · 232K shares

$12.0M · 367K shares

$11.9M · 38K shares

$11.6M · 33K shares

$11.2M · 426K shares

$8.9M · 20K shares

$8.1M · 8K shares

$8.1M · 38K shares

$7.7M · 15K shares

$7.4M · 27K shares

$7.4M · 23K shares

$7.0M · 40K shares

$7.0M · 23K shares

$5.5M · 9K shares

$5.3M · 60K shares

$4.7M · 21K shares

$4.7M · 42K shares

$4.7M · 13K shares

$4.5M · 25K shares

$4.4M · 37K shares

$4.4M · 5K shares

$4.1M · 6K shares

$3.9M · 13K shares

SCHV

$3.8M · 129K shares

NFLX

$3.7M · 39K shares

$3.5M · 25K shares

GEV

$3.5M · 5K shares

$3.4M · 6K shares

$3.3M · 15K shares

$3.2M · 107K shares

$3.1M · 15K shares

$3.1M · 41K shares

$2.8M · 4K shares

$2.8M · 36K shares

$2.7M · 10K shares

SCHD

$2.7M · 98K shares

$2.6M · 3K shares

$2.6M · 5K shares

$2.5M · 10K shares

$2.5M · 13K shares

$2.4M · 7K shares

$2.4M · 4K shares

$2.4M · 7K shares

$2.3M · 4K shares

$2.3M · 437 shares

$2.3M · 8K shares

$2.3M · 6K shares

$2.3M · 25K shares

$2.3M · 13K shares

$2.3M · 41K shares

$2.3M · 14K shares

$2.2M · 31K shares

$2.2M · 13K shares

$2.1M · 14K shares

$2.1M · 27K shares

$2.0M · 7K shares

$2.0M · 7K shares

$2.0M · 3K shares

$2.0M · 70K shares

$2.0M · 22K shares

$2.0M · 32K shares

$2.0M · 4K shares

$2.0M · 73K shares

$1.9M · 11K shares

$1.9M · 31K shares

$1.9M · 6K shares

$1.8M · 25K shares

$1.8M · 12K shares

$1.8M · 466K shares

$1.8M · 10K shares

$1.7M · 12K shares

$1.7M · 60K shares

$1.7M · 2K shares

$1.7M · 9K shares

$1.6M · 17K shares

$1.6M · 32K shares

$1.6M · 15K shares

$1.6M · 13K shares

$1.6M · 6K shares

$1.6M · 3K shares

$1.6M · 6K shares

$1.5M · 5K shares

$1.5M · 10K shares

$1.5M · 8K shares

$1.5M · 2K shares

$1.5M · 9K shares

$1.5M · 7K shares

$1.5M · 4K shares

$1.4M · 2K shares

$1.4M · 28K shares

$1.4M · 4K shares

$1.4M · 14K shares

$1.4M · 12K shares

$1.4M · 14K shares

$1.4M · 55K shares

$1.4M · 32K shares

$1.3M · 8K shares

$1.3M · 5K shares

$1.3M · 1K shares

$1.3M · 40K shares

$1.3M · 9K shares

$1.3M · 5K shares

$1.3M · 39K shares

$1.3M · 13K shares

$1.3M · 35K shares

$1.3M · 6K shares

$1.3M · 5K shares

$1.3M · 4K shares

$1.3M · 6K shares

$1.2M · 3K shares

$1.2M · 38K shares

$1.2M · 15K shares

$1.2M · 11K shares

$1.2M · 12K shares

$1.2M · 9K shares

AIG

$1.2M · 14K shares

$1.2M · 5K shares

$1.2M · 9K shares

$1.2M · 15K shares

$1.2M · 6K shares

$1.2M · 7K shares

$1.1M · 2K shares

$1.1M · 25K shares

$1.1M · 334 shares

$1.1M · 7K shares

$1.1M · 30K shares

$1.1M · 3K shares

$1.1M · 5K shares

$1.1M · 2K shares

$1.1M · 9K shares

$1.1M · 2K shares

$1.1M · 3K shares

$1.1M · 2K shares

$1.0M · 16K shares

$1.0M · 24K shares

$1.0M · 4K shares

$1.0M · 4K shares

$1.0M · 59K shares

$1.0M · 2K shares

$1.0M · 17K shares

$1.0M · 3K shares

$1.0M · 2K shares

$998K · 5K shares

$989K · 5K shares

$988K · 1K shares

$988K · 12K shares

$977K · 4K shares

$969K · 23K shares

$959K · 14K shares

$958K · 18K shares

$946K · 3K shares

$934K · 5K shares

$927K · 8K shares

$923K · 3K shares

$922K · 4K shares

$914K · 12K shares

$912K · 16K shares

$911K · 3K shares

$910K · 685 shares

$904K · 5K shares

$901K · 4K shares

$884K · 3K shares

$880K · 5K shares

$876K · 5K shares

$863K · 19K shares

$856K · 3K shares

$851K · 2K shares

$846K · 7K shares

$843K · 3K shares

$840K · 26K shares

$838K · 1K shares

$834K · 8K shares

$832K · 7K shares

$830K · 3K shares

$826K · 7K shares

$825K · 22K shares

$824K · 3K shares

$813K · 7K shares

$813K · 3K shares

$801K · 19K shares

$798K · 4K shares

$790K · 21K shares

$786K · 112K shares

$784K · 8K shares

$783K · 3K shares

$780K · 5K shares

$771K · 13K shares

$763K · 8K shares

$763K · 9K shares

$752K · 3K shares

$746K · 26K shares

$741K · 2K shares

$733K · 8K shares

$733K · 26K shares

$724K · 3K shares

$721K · 14K shares

$720K · 4K shares

$718K · 2K shares

$718K · 9K shares

$715K · 8K shares

$712K · 666 shares

$711K · 11K shares

$699K · 19K shares

$682K · 5K shares

$678K · 13K shares

$677K · 1K shares

$667K · 3K shares

$665K · 8K shares

$663K · 3K shares

$662K · 2K shares

$659K · 26K shares

$658K · 2K shares

$646K · 5K shares

$646K · 7K shares

$643K · 5K shares

$638K · 5K shares

$635K · 13K shares

$630K · 16K shares

$628K · 3K shares

$627K · 4K shares

$625K · 3K shares

$610K · 7K shares

$591K · 19K shares

$583K · 2K shares

$583K · 721 shares

$582K · 19K shares

$581K · 10K shares

$580K · 24K shares

$577K · 7K shares

$575K · 8K shares

$571K · 3K shares

$571K · 1K shares

$570K · 14K shares

$567K · 13K shares

ORLY

$562K · 6K shares

$554K · 10K shares

$553K · 7K shares

$538K · 4K shares

$529K · 2K shares

$526K · 433 shares

$525K · 6K shares

$525K · 3K shares

$523K · 5K shares

$515K · 22K shares

$515K · 5K shares

$513K · 2K shares

$511K · 14K shares

$506K · 3K shares

$502K · 2K shares

$501K · 4K shares

$489K · 23K shares

$488K · 2K shares

$488K · 54K shares

$487K · 5K shares

$475K · 5K shares

$471K · 9K shares

$468K · 3K shares

$465K · 12K shares

$460K · 3K shares

$454K · 2K shares

$454K · 17K shares

$452K · 6K shares

$452K · 14K shares

$452K · 4K shares

$451K · 3K shares

$450K · 6K shares

$450K · 7K shares

$437K · 2K shares

$424K · 953 shares

$421K · 3K shares

$421K · 2K shares

$417K · 3K shares

$417K · 3K shares

$407K · 4K shares

$404K · 3K shares

$402K · 1K shares

$399K · 4K shares

$395K · 823 shares

$395K · 9K shares

$392K · 829 shares

$388K · 10K shares

$384K · 20K shares

$383K · 2K shares

$368K · 15K shares

$367K · 14K shares

$365K · 3K shares

$361K · 5K shares

CBRE

$357K · 2K shares

REGN

$355K · 460 shares

$352K · 3K shares

$350K · 7K shares

$348K · 1K shares

$343K · 1K shares

$340K · 8K shares

$339K · 2K shares

$337K · 6K shares

$335K · 12K shares

$335K · 12K shares

$332K · 8K shares

$329K · 6K shares

$327K · 3K shares

$326K · 6K shares

$322K · 383 shares

$322K · 565 shares

$321K · 1K shares

$321K · 1K shares

$317K · 2K shares

$313K · 4K shares

$312K · 1K shares

$311K · 5K shares

$306K · 730 shares

$302K · 9K shares

$300K · 5K shares

$298K · 1K shares

$293K · 1K shares

$293K · 1K shares

$291K · 2K shares

$291K · 2K shares

$287K · 507 shares

$287K · 6K shares

$286K · 5K shares

$285K · 4K shares

$284K · 4K shares

$283K · 1K shares

$282K · 4K shares

$281K · 3K shares

$279K · 900 shares

$277K · 1K shares

$276K · 1K shares

$275K · 1K shares

$274K · 3K shares

$274K · 4K shares

$272K · 2K shares

$271K · 1K shares

$271K · 4K shares

$269K · 2K shares

$269K · 3K shares

$267K · 3K shares

$264K · 2K shares

$263K · 24K shares

$263K · 2K shares

$260K · 4K shares

$259K · 129 shares

$259K · 5K shares

$258K · 9K shares

$257K · 1K shares

$256K · 6K shares

$253K · 2K shares

$252K · 2K shares

$252K · 3K shares

$251K · 2K shares

A4S

$251K · 512 shares

NKE

$251K · 4K shares

$250K · 6K shares

$250K · 3K shares

$249K · 3K shares

$248K · 589 shares

$247K · 5K shares

$246K · 1K shares

$245K · 850 shares

$244K · 832 shares

$242K · 1K shares

$242K · 4K shares

$240K · 2K shares

$234K · 388 shares

$232K · 6K shares

$232K · 304 shares

$232K · 3K shares

$229K · 1K shares

$228K · 2K shares

$226K · 9K shares

$225K · 6K shares

$224K · 2K shares

$222K · 388 shares

$222K · 3K shares

$222K · 690 shares

$220K · 3K shares

$220K · 11K shares

$220K · 3K shares

$220K · 4K shares

$218K · 2K shares

$218K · 8K shares

$217K · 582 shares

$216K · 5K shares

$215K · 2K shares

$214K · 3K shares

$214K · 1K shares

$210K · 3K shares

$209K · 2K shares

$209K · 13K shares

$208K · 409 shares

$207K · 3K shares

$205K · 609 shares

$205K · 708 shares

$203K · 6K shares

$202K · 4K shares

$173K · 10K shares

$165K · 10K shares

$139K · 12K shares

$126K · 18K shares

$119K · 14K shares

$65K · 13K shares

$62K · 15K shares

$12K · 18K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	147	$633.3M	58.7%
Technology	59	$177.9M	16.5%
Communication Services	15	$51.6M	4.8%
Consumer Cyclical	33	$49.4M	4.6%
Healthcare	39	$46.6M	4.3%
Industrials	40	$36.9M	3.4%
Unknown	17	$21.0M	1.9%
Consumer Defensive	12	$20.0M	1.9%
Energy	17	$15.9M	1.5%
Utilities	14	$13.1M	1.2%
Real Estate	12	$6.9M	0.6%
Basic Materials	12	$6.8M	0.6%