1y return+19.5%S&P 500 +20.9%
3y return+62.6%S&P 500 +68.5%
5y return+55.2%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $174 against $200 in the S&P 500.2
Everhart Financial Group, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VTVVanguard Index Fds | $195.3M | 12.5% | +5.1% |
| VUGVanguard Index Fds | $178.3M | 11.4% | +5.9% |
| VOTVanguard Index Fds | $66.2M | 4.2% | +390.3% |
| VTIVanguard Index Fds | $64.7M | 4.1% | −2.9% |
| SLYGSpdr Series Trust | $64.2M | 4.1% | +1098.8% |
| VOEVanguard Index Fds | $63.2M | 4.0% | +404.7% |
| VBRVanguard Index Fds | $62.1M | 4.0% | +352.8% |
| AAPLApple Inc | $57.0M | 3.6% | +39.6% |
| DFAIDimensional Etf Trust | $49.8M | 3.2% | +16.9% |
| NVDANvidia Corporation | $48.2M | 3.1% | −4.0% |
| BIVVanguard Bd Index Fds | $29.3M | 1.9% | +3.7% |
| DFAEDimensional Etf Trust | $26.4M | 1.7% | +11.1% |
| MSFTMicrosoft Corp | $21.6M | 1.4% | −7.4% |
| AMZNAmazon Com Inc | $17.5M | 1.1% | −2.1% |
| GOOGLAlphabet Inc | $16.8M | 1.1% | −1.9% |
| GOOGAlphabet Inc | $14.7M | 0.9% | −1.3% |
| AVGOBroadcom Inc | $13.6M | 0.9% | −9.1% |
| MUMicron Technology Inc | $12.9M | 0.8% | −6.4% |
| VWOVanguard Intl Equity Index F | $12.5M | 0.8% | −3.9% |
| SCHGSchwab Strategic Tr | $11.7M | 0.7% | −3.7% |
| SCHBSchwab Strategic Tr | $11.6M | 0.7% | −5.2% |
| METAMeta Platforms Inc | $10.8M | 0.7% | −1.6% |
| AMDAdvanced Micro Devices Inc | $10.6M | 0.7% | +5.5% |
| LLYEli Lilly & Co | $9.6M | 0.6% | |
| TSLATesla Inc | $9.3M | 0.6% | +4.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2020 | +1432.6% | $48.2M |
| WDCWestern Digital Corp | December 31, 2023 | +1119.6% | $7.1M |
| GEVGe Vernova Inc | June 30, 2024 | +585.0% | $6.0M |
| LRCXLam Research Corp | March 31, 2025 | +496.1% | $5.0M |
| AMATApplied Matls Inc | March 31, 2023 | +488.6% | $7.3M |
| AVGOBroadcom Inc | December 31, 2021 | +467.7% | $13.6M |
| CATCaterpillar Inc | December 31, 2022 | +344.5% | $5.6M |
| LLYEli Lilly & Co | December 31, 2021 | +334.2% | $9.6M |
| AMDAdvanced Micro Devices Inc | December 31, 2021 | +303.7% | $10.6M |
| Exxon Mobil CorpCUSIP 30231G102 | December 31, 2020 | +231.7% | $5.4M |
Sold off last quarter
- IWDIshares Tr was $3.6M
- DVYIshares Tr was $2.2M
- CWISpdr Index Shs Fds was $1.4M
- Honeywell Intl IncCUSIP 438516106 was $1.0M
- CTRACoterra Energy Inc was $574K
- Carnival CorpCUSIP 143658300 was $547K
- ICEIntercontinental Exchange In was $531K
- INSMInsmed Inc was $480K
- TTDThe Trade Desk Inc was $474K
- TKOTko Group Holdings Inc was $462K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.9% | +14.8% |
| March 31, 2026 | −3.2% | −4.6% |
| December 31, 2025 | +1.8% | +2.4% |
| September 30, 2025 | +7.3% | +7.8% |
| June 30, 2025 | +10.2% | +10.5% |
| March 31, 2025 | −5.0% | −4.6% |
| December 31, 2024 | +1.9% | +2.1% |
| September 30, 2024 | +5.3% | +5.4% |
| June 30, 2024 | +3.4% | +4.0% |
| March 31, 2024 | +9.7% | +10.0% |
| December 31, 2023 | +10.8% | +11.2% |
| September 30, 2023 | −3.6% | −3.6% |
| June 30, 2023 | +7.3% | +8.3% |
| March 31, 2023 | +5.7% | +7.0% |
| December 31, 2022 | +5.8% | +7.1% |
| September 30, 2022 | −5.3% | −5.3% |
| June 30, 2022 | −16.1% | −16.5% |
| March 31, 2022 | −6.1% | −4.9% |
| December 31, 2021 | +7.8% | +10.7% |
| September 30, 2021 | −1.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Everhart Financial Group, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1852858&type=13F-HR&dateb=&owner=include&count=40CIK 1852858
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1852858/000208585326000657/Filed July 9, 2026 · accession 0002085853-26-000657