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CIK: 0001852858
Total reported value
$1.6B
$1.6B
390 檔
26.0%
The Q3 2025 SEC filing reveals that Everhart Financial Group, Inc. held a total portfolio value of $1.6B, covering 390 public equity positions.
In Q3 2025, Everhart Financial Group, Inc. displayed an active expansion posture, initiating 2 new positions and adding to 39 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 390 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 14.11% | -1.75% | +10.04% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 12.62% | -0.70% | +4.71% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.67% | -0.77% | -2.31% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.08% | -0.65% | +4.45% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-Other | 3.19% | -0.55% | -2.65% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.93% | +0.60% | +0.35% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.91% | -0.59% | +5.13% | |
| 8 | DFAI | Dimensional International Co | ETF-Other | 2.28% | -0.24% | +55.94% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.42% | -0.14% | +0.60% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.38% | -0.26% | +5.12% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.38% | -0.21% | -7.94% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.34% | -0.21% | +6.16% | |
| 13 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.16% | -0.16% | -2.66% | |
| 14 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.14% | -0.01% | +53.36% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.03% | -0.17% | +5.59% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.91% | -0.10% | +4.32% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.89% | -0.10% | +7.38% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.86% | -0.09% | +10.19% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.86% | -0.07% | +9.32% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.76% | +2.93% | +7.78% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.75% | -0.16% | +1.64% | |
| 22 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.71% | +3.26% | +6.77% | |
| 23 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.62% | +3.06% | +10.69% | |
| 24 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.62% | -0.12% | +6.36% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.49% | -0.02% | -1.14% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | +0.07% | +16.93% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.48% | -0.04% | +6.91% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.48% | -0.12% | -4.77% | |
| 29 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.47% | -0.05% | -2.33% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.46% | -0.08% | +5.03% | |
| 31 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.46% | -0.18% | +3.60% | |
| 32 | NFLX | Netflix Inc | Stock-Comm Services | 0.46% | -0.20% | +1.72% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.43% | -0.16% | -1.82% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.42% | -0.26% | +8.32% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.41% | -0.10% | -1.16% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | -0.09% | +4.98% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.39% | -0.17% | +4.76% | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.38% | -0.05% | +7.45% | |
| 39 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.38% | -0.06% | -0.65% | |
| 40 | GE | General Electric | Stock-Industrials | 0.37% | -0.04% | +3.66% | |
| 41 | MA | Mastercard Inc - A | Stock-Financials | 0.34% | -0.09% | +3.75% | |
| 42 | GEV | GE Vernova Inc | Stock-Industrials | 0.31% | -0.04% | +4.37% | |
| 43 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.30% | -0.08% | -11.00% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.29% | -0.05% | -10.47% | |
| 45 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.27% | -0.06% | +0.55% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.26% | -0.03% | +4.66% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.25% | -0.11% | +9.86% | |
| 48 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.24% | -0.04% | +10.63% | |
| 49 | AMD | Advanced Micro Devices | Stock-Tech | 0.24% | +0.38% | +4.38% | |
| 50 | INTU | Intuit Inc | Stock-Tech | 0.23% | -0.09% | +0.03% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +1.7% | +4.71% | Add |
| 2 | DFAI | Dimensional International Co | +1.6% | +55.94% | Add |
| 3 | NVDA | Nvidia CORP | +1% | +4.45% | Add |
| 4 | DFAE | Dimensional Emerging Core Eq | +0.8% | +53.36% | Add |
| 5 | AVGO | Broadcom Inc | +0.4% | +5.59% | Add |
| 6 | MSFT | Microsoft CORP | +0.4% | +5.13% | Add |
| 7 | TSLA | Tesla Inc | +0.3% | +9.32% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | +10.19% | Add |
| 9 | PLTR | Palantir Technologies Inc-a | +0.2% | +3.60% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | +7.38% | Add |
| 11 | GEV | GE Vernova Inc | +0.2% | +4.37% | Add |
| 12 | ORCL | Oracle CORP | +0.1% | +7.45% | Add |
| 13 | VOO | Vanguard S&p 500 ETF | +0.1% | +16.93% | Add |
| 14 | GE | General Electric | +0.1% | +3.66% | Add |
| 15 | ANET | Arista Networks Inc | +0.1% | +5.50% | Add |
| 16 | APP | Applovin Corp-class A | +0.1% | -9.30% | Add |
| 17 | PWR | Quanta Services Inc | +0.1% | +8.65% | Add |
| 18 | CDNS | Cadence Design Sys Inc | +0.1% | +1.87% | Add |
| 19 | VIG | Vanguard Dividend Apprec ETF | +0.1% | -6.21% | Add |
| 20 | WDC | Western Digital CORP | +0.1% | +30.42% | Add |
| 21 | AMD | Advanced Micro Devices | +0.1% | +4.38% | Add |
| 22 | NET | Cloudflare Inc - Class A | +0.1% | +14.64% | Add |
| 23 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | +10.63% | Add |
| 24 | GS | Goldman Sachs Group Inc | +0.1% | +7.17% | Add |
| 25 | DASH | Doordash Inc - A | +0.1% | +15.80% | Add |
| 26 | UBER | Uber Technologies Inc | +0.1% | +10.31% | Add |
| 27 | VBK | Vanguard Small-cap Grwth ETF | 0% | +6.36% | Add |
| 28 | JPM | Jpmorgan Chase & Co | 0% | +4.32% | Add |
| 29 | VOT | Vanguard Mid-cap Growth ETF | 0% | +6.77% | Add |
| 30 | NFLX | Netflix Inc | 0% | +1.72% | Add |
| 31 | SPOT | Spotify Technology S.A. | 0% | +0.55% | Add |
| 32 | VBR | Vanguard Small-cap Value ETF | — | +7.78% | Add |
| 33 | VOE | Vanguard Mid-cap Value ETF | — | +10.69% | Add |
| 34 | WMT | Walmart Inc | — | +4.76% | Add |
| 35 | META | Meta Platforms Inc-class A | 0% | +5.12% | Add |
| 36 | IVV | Ishares Core S&p 500 ETF | 0% | +4.98% | Add |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +1.64% | Add |
| 38 | SCHG | Schwab US Large-cap Growth | -0.1% | +0.60% | Trim |
| 39 | ACN | Accenture plc | -0.1% | -41.46% | Trim |
| 40 | AMZN | Amazon.com Inc | -0.1% | +6.16% | Add |
| 41 | SCHB | Schwab US Broad Market ETF | -0.2% | -2.66% | Trim |
| 42 | UNH | Unitedhealth Group Inc | -0.2% | +75.94% | Trim |
| 43 | VXUS | Vanguard Total Intl Stock | -0.3% | -11.00% | Trim |
| 44 | VGSH | Vanguard Short-term Treasury | -0.4% | -37.11% | Trim |
| 45 | VTV | Vanguard Value ETF | -0.5% | +10.04% | Add |
| 46 | AAPL | Apple Inc | -0.8% | +0.35% | Trim |
| 47 | VTI | Vanguard Total Stock Mkt ETF | -1.4% | -2.31% | Trim |
| 48 | BIV | Vanguard Intermediate-term B | -1.9% | -2.65% | Trim |
| 49 | COF | Capital One Financial CORP | — | NEW | New buy |
| 50 | VST | Vistra CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Everhart Financial Group, Inc. reported a total U.S. public equity portfolio value of $1.6B across 390 disclosed positions in Q3 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 26.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
COF
市值: $1.1M
Top Position Liquidated / Trimmed
VTI
前期市值: $58.7M
During Q3 2025, Everhart Financial Group, Inc.'s top holdings by market value included VTV (14.1%)、VUG (12.6%)、VTI (6.7%). The largest single position, VTV, represented 14.1% of total portfolio value.
In Q3 2025, Everhart Financial Group, Inc. made 50 total portfolio adjustments, initiating 2 new buys, adding to 39 positions, trimming 9 holdings, and fully liquidating 0 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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