Everhart Financial Group, Inc.
Annual return '25
+22.6%
SPY '25
+17.7%
Alpha
+4.9ptsvs SPY
Invested
$1.2B
Holdings
463
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 93%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTV
VANGUARD INDEX FDS
Q1 2026: Exited (was 813.3k shares)
14.2%
02
$VUG
VANGUARD INDEX FDS
Q1 2026: Exited (was 284.5k shares)
12.1%
03
$VTI
VANGUARD INDEX FDS
Q1 2026: Exited (was 184.4k shares)
4.9%
04
$NVDA
NVIDIA CORPORATION
Q1 2026: Exited (was 228.4k shares)
3.7%
05
$DFAI
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 848.9k shares)
3.4%
06
$AAPL
APPLE INC
Q1 2026: Exited (was 124.0k shares)
3.1%
07
$BIV
VANGUARD BD INDEX FDS
Q1 2026: Exited (was 381.6k shares)
2.4%
08
$MSFT
MICROSOFT CORP
Q1 2026: Exited (was 57.5k shares)
2.0%
09
$DFAE
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 488.6k shares)
1.7%
10
$AMZN
AMAZON COM INC
Q1 2026: Exited (was 68.5k shares)
1.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:17 UTC.