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CIK: 0001852858
Total reported value
$1.6B
$1.6B
340 檔
22.2%
In Q2 2025, Everhart Financial Group, Inc.'s U.S. equity holdings reached a combined market value of $1.6B, distributed across 340 disclosed stock positions.
In Q2 2025, Everhart Financial Group, Inc. displayed an active expansion posture, initiating 24 new positions and adding to 119 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 340 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 14.01% | -0.21% | +10.77% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 12.70% | +1.06% | +16.82% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.29% | -0.27% | -2.83% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.81% | +0.44% | +1.96% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-Other | 3.74% | -0.22% | -13.03% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.07% | +0.60% | +9.11% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.72% | -0.28% | -6.85% | |
| 8 | DFAI | Dimensional International Co | ETF-Other | 1.60% | +0.40% | +159.28% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.57% | -0.06% | -8.54% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.52% | +0.21% | +1.57% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.49% | — | -1.26% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.46% | +0.06% | +1.24% | |
| 13 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.28% | -0.02% | +1.59% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 0.94% | -0.09% | +10.40% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.92% | — | +5.10% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.82% | -0.01% | +29.21% | |
| 17 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.79% | +0.14% | +169.01% | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.76% | -0.05% | +13.58% | |
| 19 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.74% | -0.01% | +11.71% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.70% | -0.05% | +0.48% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.65% | -0.05% | +0.09% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.65% | -0.12% | +12.37% | |
| 23 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.63% | -0.09% | +15.57% | |
| 24 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.61% | +0.07% | +14.52% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.60% | -0.02% | +8.44% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.59% | -0.02% | +12.99% | |
| 27 | NFLX | Netflix Inc | Stock-Comm Services | 0.58% | -0.02% | +8.35% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.54% | -0.04% | +12.12% | |
| 29 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.53% | -0.04% | +8.28% | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.51% | -0.12% | +10.94% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.50% | +0.02% | +8.49% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | +0.07% | +30.87% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.42% | -0.35% | EXIT | |
| 34 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.41% | -0.03% | +0.35% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.41% | -0.07% | +11.86% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.41% | +0.01% | +3.68% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | — | +4.39% | |
| 38 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.38% | +0.15% | -0.44% | |
| 39 | MA | Mastercard Inc - A | Stock-Financials | 0.37% | +0.02% | +4.46% | |
| 40 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.37% | -0.02% | -28.74% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.36% | -0.01% | -3.33% | |
| 42 | GE | General Electric | Stock-Industrials | 0.36% | -0.07% | +19.29% | |
| 43 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.34% | — | +14.23% | |
| 44 | ORCL | Oracle CORP | Stock-Tech | 0.32% | -0.03% | -4.07% | |
| 45 | INTU | Intuit Inc | Stock-Tech | 0.31% | +0.01% | +35.17% | |
| 46 | GEV | GE Vernova Inc | Stock-Industrials | 0.29% | -0.08% | +25.85% | |
| 47 | PM | Philip Morris International | Stock-Consumer Staples | 0.28% | — | +10.23% | |
| 48 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.28% | -0.01% | -1.77% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.26% | -0.05% | +13.16% | |
| 50 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.26% | -0.01% | -1.46% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +1.8% | +16.82% | Add |
| 2 | DFAI | Dimensional International Co | +0.9% | +159.28% | Add |
| 3 | NVDA | Nvidia CORP | +0.8% | +1.96% | Add |
| 4 | MSFT | Microsoft CORP | +0.6% | +9.11% | Add |
| 5 | DFAE | Dimensional Emerging Core Eq | +0.5% | +169.01% | Add |
| 6 | AVGO | Broadcom Inc | +0.3% | +10.40% | Add |
| 7 | NFLX | Netflix Inc | +0.1% | +8.35% | Add |
| 8 | META | Meta Platforms Inc-class A | +0.1% | +1.57% | Add |
| 9 | GEV | GE Vernova Inc | +0.1% | +25.85% | Add |
| 10 | TSLA | Tesla Inc | +0.1% | +12.37% | Add |
| 11 | PLTR | Palantir Technologies Inc-a | +0.1% | -0.44% | Trim |
| 12 | INTU | Intuit Inc | +0.1% | +35.17% | Add |
| 13 | COF | Capital One Financial CORP | +0.1% | NEW | New buy |
| 14 | SPOT | Spotify Technology S.A. | +0.1% | +14.23% | Add |
| 15 | GE | General Electric | +0.1% | +19.29% | Add |
| 16 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +228.09% | Add |
| 17 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +50.09% | Add |
| 18 | VST | Vistra CORP | +0.1% | NEW | New buy |
| 19 | VOO | Vanguard S&p 500 ETF | +0.1% | +30.87% | Add |
| 20 | COIN | Coinbase Global Inc -class A | +0.1% | NEW | New buy |
| 21 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | NEW | New buy |
| 22 | ORCL | Oracle CORP | +0.1% | -4.07% | Trim |
| 23 | CDNS | Cadence Design Sys Inc | +0.1% | +44.20% | Add |
| 24 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | +11.71% | Add |
| 25 | PWR | Quanta Services Inc | +0.1% | +10.39% | Add |
| 26 | MSTR | Strategy Inc | +0.1% | +61.03% | Add |
| 27 | ANET | Arista Networks Inc | +0.1% | +107.21% | Add |
| 28 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | +15.57% | Add |
| 29 | AMD | Advanced Micro Devices | +0.1% | +10.16% | Add |
| 30 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | -3.72% | Trim |
| 31 | UBER | Uber Technologies Inc | +0.1% | +29.50% | Add |
| 32 | NET | Cloudflare Inc - Class A | +0.1% | +8.39% | Add |
| 33 | MRVL | Marvell Technology Inc | +0.1% | NEW | New buy |
| 34 | JPM | Jpmorgan Chase & Co | 0% | +5.10% | Add |
| 35 | AMAT | Applied Materials Inc | 0% | +26.95% | Add |
| 36 | GS | Goldman Sachs Group Inc | 0% | +7.20% | Add |
| 37 | SNPS | Synopsys Inc | 0% | +39.53% | Add |
| 38 | SDY | Ss Spdr S&p Dividend ETF | 0% | +217.37% | Add |
| 39 | IDXX | Idexx Laboratories Inc | 0% | +41.87% | Add |
| 40 | HWM | Howmet Aerospace Inc | 0% | +55.22% | Add |
| 41 | MS | Morgan Stanley | 0% | +29.79% | Add |
| 42 | SNOW | Snowflake Inc | 0% | NEW | New buy |
| 43 | CVS | Cvs Health CORP | 0% | NEW | New buy |
| 44 | IQLT | Ishares Msci International Q | 0% | NEW | New buy |
| 45 | BKNG | Booking Holdings Inc | 0% | +7.16% | Add |
| 46 | IBM | Intl Business Machines CORP | 0% | +11.81% | Add |
| 47 | DASH | Doordash Inc - A | 0% | +13.63% | Add |
| 48 | SPGI | S&p Global Inc | 0% | +35.37% | Add |
| 49 | DG | Dollar General CORP | 0% | +36.74% | Add |
| 50 | CEG | Constellation Energy | 0% | +10.47% | Add |
According to official SEC Form 13F filings, Everhart Financial Group, Inc. reported a total U.S. public equity portfolio value of $1.6B across 340 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTV, VUG, VTI) accounted for 22.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
COF
市值: $869.6K
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $523.5K
During Q2 2025, Everhart Financial Group, Inc.'s top holdings by market value included VTV (14.0%)、VUG (12.7%)、VTI (7.3%). The largest single position, VTV, represented 14.0% of total portfolio value.
In Q2 2025, Everhart Financial Group, Inc. made 199 total portfolio adjustments, initiating 24 new buys, adding to 119 positions, trimming 42 holdings, and fully liquidating 14 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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