§ 13F · FUND PROFILE
Everhart Financial Group, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $865.4T (13F)Positions · 340Turnover · — · Q4Filed · Jan 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$15.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | 813K | $155.3T | 14.4% | +8% |
| 2 | VUG | VANGUARD INDEX FDS | 285K | $138.8T | 12.9% | +8% |
| 3 | VTI | VANGUARD INDEX FDS | 184K | $61.8T | 5.7% | −9% |
| 4 | NVDA | NVIDIA CORPORATION | 228K | $42.6T | 3.9% | +5% |
| 5 | AAPL | APPLE INC | 124K | $33.7T | 3.1% | +8% |
| 6 | DFAI | DIMENSIONAL ETF TRUST | 849K | $32.4T | 3.0% | +36% |
| 7 | BIV | VANGUARD BD INDEX FDS | 382K | $29.7T | 2.8% | −6% |
| 8 | MSFT | MICROSOFT CORP | 58K | $27.8T | 2.6% | +2% |
| 9 | DFAE | DIMENSIONAL ETF TRUST | 489K | $15.9T | 1.5% | +35% |
| 10 | AMZN | AMAZON COM INC | 69K | $15.8T | 1.5% | +12% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EVERHART SIGNAL
AC read
Everhart Financial Group, Inc. is a Other fund managing $865358.9 trillion in assets. The fund runs a broad portfolio of 340 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed