Latest Everhart Financial Group, Inc. Stock Portfolio

Everhart Financial Group, Inc. Performance:

2026 Q1: -2.75%YTD: -2.75%2025: 15.78%

Performance for 2026 Q1 is -2.75%, and YTD is -2.75%, and 2025 is 15.78%.

About Everhart Financial Group, Inc. and 13F Hedge Fund Stock Holdings

On 2026-04-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, Everhart Financial Group, Inc. reported an equity portfolio of $1.2 Billions as of 31 Mar, 2026.

The top stock holdings of Everhart Financial Group, Inc. are VB, VB, VB. The fund has invested 14.2% of it's portfolio in VANGUARD INDEX FDS and 12.1% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off AMPLIFY ETF TR (AMLX), INSPIRE MED SYS INC (INSP) and VANGUARD SCOTTSDALE FDS (BNDW) stocks. They significantly reduced their stock positions in MADRIGAL PHARMACEUTICALS INC (MDGL), ACCENTURE PLC IRELAND (ACN) and WASTE MGMT INC DEL (WM). Everhart Financial Group, Inc. opened new stock positions in ISHARES TR (IJR), SPDR INDEX SHS FDS (CWI) and SMUCKER J M CO (SJM). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SERIES TRUST (BIL), STATE STR SPDR S&P 500 ETF T (SPY) and VANGUARD SPECIALIZED FUNDS (VIG).

Everhart Financial Group, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Everhart Financial Group, Inc. made a return of -2.75% in the last quarter. In trailing 12 months, it's portfolio return was 16.51%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares tr	3,552,900
ishares tr	2,203,320
spdr index shs fds	1,394,080
smucker j m co	687,246
eaton corp plc	510,753
dell technologies inc	506,394
dimensional etf trust	495,888
cf industries hold	477,032

New stocks bought by Everhart Financial Group, Inc.

Additions

Ticker	% Inc.
spdr series trust	939
state str spdr s&p 500 etf t	409
vanguard specialized funds	218
spdr series trust	145
aptiv plc	105
ishares tr	94.8
becton dickinson & co	82.72
comcast corp new	80.13

Additions to existing portfolio by Everhart Financial Group, Inc.

Reductions

Ticker	% Reduced
madrigal pharmaceuticals inc	-60.53
accenture plc ireland	-53.38
waste mgmt inc del	-48.06
intuit	-38.59
s&p global inc	-37.6
nvent elec plc	-36.73
elevance health inc formerly	-35.76
asml hldg nv	-34.23

Everhart Financial Group, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
amplify etf tr	-721,763
vanguard scottsdale fds	-581,427
lgi homes inc	-395,705
select sector spdr tr	-340,104
inspire med sys inc	-646,809
manulife finl corp	-203,821
alliant energy corp	-271,742
nike inc	-251,463

Everhart Financial Group, Inc. got rid off the above stocks

Sector Distribution

Everhart Financial Group, Inc. has about 56.3% of it's holdings in Others sector.

Sector	%
Others	56.3
Technology	14.9
Financial Services	4.9
Healthcare	4.2
Consumer Cyclical	4.2
Communication Services	4.2
Industrials	4
Consumer Defensive	2.5
Energy	2
Utilities	1.1

Market Cap. Distribution

Everhart Financial Group, Inc. has about 42.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	56.2
MEGA-CAP	26.3
LARGE-CAP	15.9
MID-CAP	1.1

Stocks belong to which Index?

About 40.4% of the stocks held by Everhart Financial Group, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	59.6
S&P 500	39.3
RUSSELL 2000	1.1

Top 5 Winners (%)		%
	sandisk corp	139.5 %
DAR	darling ingredients inc	67.5 %
CIEN	ciena corp	62.7 %
WDC	western digital corp	56.8 %
CENX	century alum co	49.5 %

Top 5 Winners ($)		$
VB	vanguard index fds	4.3 M
XOM	exxon mobil corp	2.0 M
WDC	western digital corp	1.2 M
	ge vernova inc	1.2 M
	sandisk corp	0.9 M

Top 5 Losers (%)		%
APP	applovin corp	-40.3 %
TTD	the trade desk inc	-40.2 %
HOOD	robinhood mkts inc	-34.3 %
BSX	boston scientific corp	-33.3 %
EXPI	exp world hldgs inc	-32.3 %

Top 5 Losers ($)		$
VB	vanguard index fds	-15.6 M
MSFT	microsoft corp	-6.8 M
NVDA	nvidia corporation	-2.9 M
VB	vanguard index fds	-2.6 M
AAPL	apple inc	-2.4 M

Everhart Financial Group, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Everhart Financial Group, Inc.

Everhart Financial Group, Inc. has 464 stocks in it's portfolio. About 48.9% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Everhart Financial Group, Inc. last quarter.

Last Reported on: 09 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies inc	0.04	3,678	419,218	added	23.71

AAPL	apple inc	3.05	141,157	35,824,300	added	13.83

AAXJ	ishares tr	0.10	11,552	1,226,220	added	1.23

AAXJ	ishares tr	0.07	7,801	830,851	reduced	-0.31

AAXJ	ishares tr	0.04	6,297	501,027	added	12.75

ABBV	abbvie inc	0.49	26,406	5,743,020	added	27.87

ABC	cencora inc	0.10	3,727	1,170,800	reduced	-0.37

ABNB	airbnb inc	0.02	1,916	241,952	new

ABT	abbott laboratories	0.12	13,877	1,424,760	added	9.6

ACGL	arch cap group ltd	0.07	8,722	837,225	added	9.63

ACN	accenture plc ireland	0.03	1,801	357,120	reduced	-53.38

ACWF	ishares tr	0.02	4,757	219,921	unchanged	0.00

ADBE	adobe inc	0.05	2,206	536,234	reduced	-16.38

ADI	analog devices inc	0.15	5,693	1,811,170	reduced	-2.11

ADM	archer daniels midland co	0.03	4,726	343,533	added	12.02

ADP	automatic data processing in	0.05	2,757	560,164	reduced	-9.46

ADSK	autodesk inc	0.05	2,392	572,645	reduced	-12.92

AEIS	advanced energy inds	0.02	643	207,503	new

AEP	american elec pwr co inc	0.06	4,920	644,914	reduced	-32.99

AFL	aflac inc	0.02	2,513	275,701	added	23.37