Long-term investor
Everhart Financial Group, Inc. @everhartfinancialgroupin
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001852858).
Record
- Tracked since 2025-12-31 (257 days), 26 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +6.7%
- Max drawdown n/a · win rate 8% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VTV · 12.5% · long · since 2025-12-31
- VUG · 11.4% · long · since 2025-12-31
- VOT · 4.2% · long · since 2025-12-31
- VTI · 4.1% · long · since 2025-12-31
- SLYG · 4.1% · long · since 2025-12-31
- VOE · 4.0% · long · since 2025-12-31
- VBR · 4.0% · long · since 2025-12-31
- AAPL · 3.6% · long · since 2025-12-31
- DFAI · 3.2% · long · since 2025-12-31
- NVDA · 3.1% · long · since 2025-12-31
- BIV · 1.9% · long · since 2025-12-31
- DFAE · 1.7% · long · since 2025-12-31