account_balance
Investment manager · 13F filer · SEC CIK 1852858
Everhart Financial Group, Inc.
Reported value$1.62Bas of Sep 30, 2026
Positions495 41 new, 27 sold out
Top 10 weight55.1%VUG alone is 12%
FiledOct 88 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VUGVanguard Index FDS
12.5%Added +8%
VTVVanguard Index FDS
12.3%Added +3%
VOTVanguard Index FDS
4.2%Added +8%
VOEVanguard Index FDS
4.1%Added +7%
VBRVanguard Index FDS
3.9%Added +8%
VTIVanguard Index FDS
3.9%Trimmed −4%
SLYGSPDR Series Trust
3.7%Added +5%
DFAIDimensional ETF Trust
3.6%Added +16%
NVDANVIDIA Corp
3.5%Added +4%
AAPLApple Inc.
3.4%Trimmed −17%
MSFTMicrosoft Corp
2.0%Added +8%
DFAEDimensional ETF Trust
1.8%+15%
VUGVanguard Index FDS
12.5%Added +8%
VTVVanguard Index FDS
12.3%Added +3%
VOTVanguard Index FDS
4.2%+8%
VOEVanguard Index FDS
4.1%+7%
VBRVanguard Index FDS
3.9%+8%
VTIVanguard Index FDS
3.9%
SLYGSPDR Series Trust
3.7%
DFAIDimensional ETF Trust
3.6%
NVDANVIDIA Corp
3.5%
AAPL3.4%MSFTDFAE
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VUG Vanguard Index FDS 12.5% Added +8%
VTV Vanguard Index FDS 12.3% Added +3%
VOT Vanguard Index FDS 4.2% Added +8%
VOE Vanguard Index FDS 4.1% Added +7%
VBR Vanguard Index FDS 3.9% Added +8%
VTI Vanguard Index FDS 3.9% Trimmed −4%
SLYG SPDR Series Trust 3.7% Added +5%
DFAI Dimensional ETF Trust 3.6% Added +16%
NVDA NVIDIA Corp 3.5% Added +4%AAPL Apple Inc. 3.4% Trimmed −17%MSFT Microsoft Corp 2.0% Added +8%DFAE Dimensional ETF Trust 1.8% Added +15%
What changed
Biggest moves since Jun 30, 2026
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