StockDriftsStockDriftsTop 50 Everhart Financial Group INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 12.47% | 2.25M | $202.3M | +8.49%(+175.81K) | $68.97(+28.78%) | 2026-09-30 | |
| VTV | VANGUARD INDEX FDS | 12.29% | 922.9K | $199.4M | +2.97%(+26.60K) | $174.11(+27.63%) | 2026-09-30 | |
| VOT | VANGUARD INDEX FDS | 4.22% | 234.3K | $68.4M | +8.44%(+18.23K) | $272.76(+5.98%) | 2026-09-30 | |
| VOE | VANGUARD INDEX FDS | 4.12% | 342.0K | $66.9M | +6.89%(+22.04K) | $184.05(+11.05%) | 2026-09-30 | |
| VBR | VANGUARD INDEX FDS | 3.92% | 275.4K | $63.6M | +7.83%(+19.98K) | $218.42(+7.83%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 3.87% | 167.8K | $62.8M | -3.93%(-6.87K) | $228.42(+64.41%) | 2026-09-30 | |
| SLYG | SPDR SERIES TRUST | 3.74% | 568.0K | $60.8M | +5.42%(+29.21K) | $103.36(+3.01%) | 2026-09-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 3.58% | 1.40M | $58.2M | +16.43%(+198.22K) | $36.48(+13.25%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.52% | 250.1K | $57.1M | +3.85%(+9.28K) | $78.47(+176.66%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.37% | 164.1K | $54.7M | -16.72%(-32.96K) | $215.18(+59.37%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.51% | +75.00% | +10.02% | +61.19% |
| Top 20 Holdings Unweighted | +20.43% | +74.67% | +9.68% | +58.71% |
Everhart Financial Group INC reports $1.62B in US-listed equity holdings across 495 positions in its most recent 13F filing. Its largest disclosed positions are VUG (12.5%), VTV (12.3%) and VOT (4.2%). The top 20 holdings account for 66.84% of reported assets. Its disclosed equity book has returned +75.00% on a three-year cumulative basis. Figures reflect the Q3 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