StockDriftsStockDriftsTop 50 Everhart Financial Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 12.5% | 896.3K | $195.3M | +5.09%(+43.44K) | $172.83(+31.64%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 11.41% | 2.07M | $178.3M | +5.92%(+115.75K) | $67.34(+32.43%) | 2026-06-30 | |
| VOT | VANGUARD INDEX FDS | 4.23% | 216.1K | $66.2M | +390.30%(+172.00K) | $270.53(+16.20%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 4.14% | 174.7K | $64.7M | -2.88%(-5.17K) | $228.42(+67.83%) | 2026-06-30 | |
| SLYG | SPDR SERIES TRUST | 4.11% | 538.8K | $64.2M | +1098.84%(+493.82K) | $103.02(+15.64%) | 2026-06-30 | |
| VOE | VANGUARD INDEX FDS | 4.05% | 320.0K | $63.2M | +404.73%(+256.60K) | $183.19(+14.64%) | 2026-06-30 | |
| VBR | VANGUARD INDEX FDS | 3.97% | 255.4K | $62.1M | +352.84%(+198.99K) | $216.97(+15.45%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.65% | 197.1K | $57.0M | +39.62%(+55.93K) | $215.18(+41.92%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 3.18% | 1.21M | $49.8M | +16.90%(+174.38K) | $35.68(+21.51%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.08% | 240.9K | $48.2M | -3.99%(-10.00K) | $73.24(+208.67%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.00% | +68.50% | +9.59% | +58.04% |
| Top 20 Holdings Unweighted | +18.56% | +66.65% | +9.18% | +55.12% |
Everhart Financial Group, Inc. reports $1.56B in US-listed equity holdings across 481 positions in its most recent 13F filing. Its largest disclosed positions are VTV (12.5%), VUG (11.4%) and VOT (4.2%). The top 20 holdings account for 65.64% of reported assets. Its disclosed equity book has returned +68.50% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Everhart Financial Group, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1852858). View Everhart Financial Group, Inc.’s 13F filings on SEC