Everhart Financial Group, Inc.
•CIK: 1852858•Filing: Q4 2025
**Everhart Financial Group, Inc.** manages $1.1B across a diversified portfolio of 417 positions. The fund exhibits significant concentration in large-cap growth and technology names, notably holding VTV at $155.3M and VUG at $138.8M. Top allocations also include VTI ($61.8M), NVDA ($42.6M), and AAPL ($33.7M), indicating a strategic overweighting toward established market leaders. This structure suggests a systematic, large-cap growth mandate within the current market cycle.
Total AUM
$1.1B
QoQ Performance
+8.2%
Positions
354
Top 10 Concentration
55.7%
Latest Filing
Q4 2025
Top Holdings Allocation
VTV
VUG
VTI
VTV14.4%
VUG12.9%
VTI5.7%
NVDA3.9%
AAPL3.1%
DFAI3.0%
BIV2.8%
MSFT2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other66.9%
Technology17.5%
Consumer4.6%
Financial3.8%
Healthcare2.5%
Industrial1.4%
ETF1.1%
Communication0.8%
🚪 Exited Positionssold since Q3 2025
+186 more exited positions
Changes from Q3 2025
NEW1 new position
↑150 increased
↓48 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023