§ 13F · FUND PROFILE
Everhart Financial Group, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $998M (13F)Positions · 390Turnover · — · Q1Filed · Apr 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$25M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | 853K | $167M | 14.2% | +5% |
| 2 | VUG | VANGUARD INDEX FDS | 326K | $142M | 12.1% | +14% |
| 3 | VTI | VANGUARD INDEX FDS | 180K | $58M | 4.9% | −2% |
| 4 | NVDA | NVIDIA CORPORATION | 251K | $44M | 3.7% | +10% |
| 5 | DFAI | DIMENSIONAL ETF TRUST | 1.03M | $40M | 3.4% | +22% |
| 6 | AAPL | APPLE INC | 141K | $36M | 3.1% | +14% |
| 7 | BIV | VANGUARD BD INDEX FDS | 368K | $28M | 2.4% | −3% |
| 8 | MSFT | MICROSOFT CORP | 63K | $23M | 2.0% | +9% |
| 9 | DFAE | DIMENSIONAL ETF TRUST | 591K | $20M | 1.7% | +21% |
| 10 | AMZN | AMAZON COM INC | 75K | $16M | 1.3% | +10% |
§ 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 $998 million in assets. The fund runs a broad portfolio of 390 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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