Everhart Financial Group, Inc. Portfolio Holdings
Everhart Financial Group, Inc.
- $1.05 Billion
- Q4 2025
Everhart Financial Group, Inc. has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.05 Billion distributed in 417 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $152M, Vanguard Growth ETF with a value of $138M, Vanguard Total Stock Market Et with a value of $60.8M, Nvidia Corp with a value of $42.6M, and Apple Inc. with a value of $33.2M.
Examining the 13F form we can see an increase of $67.8M in the current position value, from $981M to 1.05B.
Below you can find more details about Everhart Financial Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.05 Billion
ETFs: $566 Million
Technology: $181 Million
Financial Services: $61.4 Million
Communication Services: $48.7 Million
Consumer Cyclical: $47.9 Million
Healthcare: $46.6 Million
Industrials: $36.4 Million
Consumer Defensive: $22.1 Million
Other: $38.6 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 417
- Current Value $1.05 Billion
- Prior Value $981 Million
- Filing
- Period Q4 2025
- Filing Date January 07, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 51 stocks
- Additional Purchases 237 stocks
- Sold out of 0 stocks
- Reduced holdings in 119 stocks