Everhart Financial Group, Inc. Portfolio Stock Holdings
Everhart Financial Group, Inc. disclosed 481 stock positions valued at approximately $1.6 billion in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, VANGUARD INDEX FDS, and VANGUARD INDEX FDS. The filing reflects positions held as of June 30, 2026 and was filed on July 9, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 481
- Portfolio Value
- $1.6B
Holdings by Sector
Everhart Financial Group, Inc. Portfolio Holdings in Q2 2026
472 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTV | Other | 12.50% | 896,315 | +43,436 | +5.09% | $195,333,959 |
| VANGUARD INDEX FDS | VUG | Other | 11.41% | 2,069,696 | +1,744,039 | +535.54% | $178,283,647 |
| VANGUARD INDEX FDS | VOT | Other | 4.23% | 216,074 | +172,004 | +390.30% | $66,183,419 |
| VANGUARD INDEX FDS | VTI | Other | 4.14% | 174,721 | -5,172 | -2.88% | $64,653,739 |
| SPDR SERIES TRUST | SLYG | Other | 4.11% | 538,759 | +493,819 | +1098.84% | $64,182,334 |
| VANGUARD INDEX FDS | VOE | Other | 4.05% | 319,994 | +256,595 | +404.73% | $63,230,730 |
| VANGUARD INDEX FDS | VBR | Other | 3.97% | 255,385 | +198,989 | +352.84% | $62,056,110 |
| APPLE INC | AAPL | Technology | 3.65% | 197,086 | +55,929 | +39.62% | $57,028,826 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 3.18% | 1,206,275 | +174,383 | +16.90% | $49,758,827 |
| NVIDIA CORPORATION | NVDA | Technology | 3.08% | 240,854 | -10,003 | -3.99% | $48,192,518 |
| VANGUARD BD INDEX FDS | BIV | Other | 1.87% | 381,781 | +13,494 | +3.66% | $29,282,601 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 1.69% | 656,464 | +65,576 | +11.10% | $26,396,426 |
| MICROSOFT CORP | MSFT | Technology | 1.38% | 57,855 | -4,647 | -7.43% | $21,581,076 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.12% | 73,488 | -1,597 | -2.13% | $17,515,023 |
| ALPHABET INC | GOOGL | Communication Services | 1.07% | 46,971 | -892 | -1.86% | $16,785,948 |
| ALPHABET INC | GOOG | Communication Services | 0.94% | 41,600 | -554 | -1.31% | $14,698,391 |
| BROADCOM INC | AVGO | Technology | 0.87% | 35,919 | -3,586 | -9.08% | $13,568,406 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.83% | 11,201 | -766 | -6.40% | $12,929,393 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.80% | 210,158 | -8,570 | -3.92% | $12,544,307 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.75% | 344,737 | -13,399 | -3.74% | $11,665,906 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.74% | 400,094 | -21,881 | -5.19% | $11,586,714 |
| META PLATFORMS INC | META | Communication Services | 0.69% | 19,171 | -313 | -1.61% | $10,798,613 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.68% | 18,209 | +953 | +5.52% | $10,577,790 |
| ELI LILLY & CO | LLY | Healthcare | 0.61% | 7,990 | -59 | -0.73% | $9,583,141 |
| TESLA INC | TSLA | Consumer Cyclical | 0.60% | 22,132 | +884 | +4.16% | $9,308,719 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.58% | 27,883 | +909 | +3.37% | $9,126,882 |
| VANGUARD INDEX FDS | VOO | Other | 0.58% | 13,099 | +3,074 | +30.66% | $8,996,451 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.53% | 16,672 | -230 | -1.36% | $8,342,502 |
| VANGUARD INDEX FDS | VBK | Other | 0.52% | 22,179 | -2,754 | -11.05% | $8,110,927 |
| APPLIED MATLS INC | AMAT | Technology | 0.47% | 10,084 | -847 | -7.75% | $7,290,732 |
| WESTERN DIGITAL CORP | WDC | Technology | 0.45% | 11,129 | -1,359 | -10.88% | $7,108,571 |
| VANGUARD INDEX FDS | VNQ | Other | 0.45% | 72,654 | +7,286 | +11.15% | $7,006,029 |
| ABBVIE INC | ABBV | Healthcare | 0.41% | 25,328 | -1,078 | -4.08% | $6,373,521 |
| GE VERNOVA INC | GEV | Utilities | 0.38% | 5,097 | -562 | -9.93% | $5,988,506 |
| CATERPILLAR INC | CAT | Industrials | 0.36% | 5,258 | -52 | -0.98% | $5,599,066 |
| EXXON MOBIL CORP | XOM | Energy | 0.35% | 39,836 | -2,699 | -6.35% | $5,446,378 |
| INTEL CORP | INTC | Technology | 0.35% | 38,872 | -857 | -2.16% | $5,427,679 |
| SANDISK CORP | SNDK | Other | 0.35% | 2,377 | -17 | -0.71% | $5,404,656 |
| WALMART INC | WMT | Consumer Defensive | 0.33% | 45,089 | -2,634 | -5.52% | $5,106,786 |
| LAM RESEARCH CORP | LRCX | Other | 0.32% | 11,528 | +71 | +0.62% | $4,995,428 |
| GE AEROSPACE | GE | Industrials | 0.31% | 12,771 | -1,559 | -10.88% | $4,772,917 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.30% | 18,334 | -1,256 | -6.41% | $4,656,179 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.29% | 31,401 | -1,710 | -5.16% | $4,604,713 |
| ISHARES TR | IVV | Other | 0.29% | 6,100 | -711 | -10.44% | $4,568,197 |
| CISCO SYS INC | CSCO | Technology | 0.29% | 38,518 | +1,237 | +3.32% | $4,524,362 |
| VISA INC | V | Financial Services | 0.29% | 13,148 | -1,973 | -13.05% | $4,510,947 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.28% | 4,697 | -434 | -8.46% | $4,394,245 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.28% | 123,969 | -3,549 | -2.78% | $4,315,377 |
| SELLAS LIFE SCIENCES GROUP I | SLS | Healthcare | 0.27% | 288,018 | -76,379 | -20.96% | $4,251,146 |
| QUANTA SVCS INC | PWR | Industrials | 0.24% | 5,109 | -685 | -11.82% | $3,678,684 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.23% | 98,643 | -9,817 | -9.05% | $3,636,964 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.23% | 3,570 | -163 | -4.37% | $3,610,922 |
| VANGUARD STAR FDS | VXUS | Other | 0.20% | 36,356 | -6,470 | -15.11% | $3,108,084 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.20% | 5,996 | -889 | -12.91% | $3,079,546 |
| COCA COLA CO | KO | Consumer Defensive | 0.20% | 37,830 | +1,052 | +2.86% | $3,074,467 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 0.19% | 10,087 | +100 | +1.00% | $3,004,816 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.19% | 8,553 | -808 | -8.63% | $2,916,744 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.19% | 91,241 | -275 | -0.30% | $2,893,263 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.18% | 8,581 | -1,941 | -18.45% | $2,873,090 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.18% | 15,494 | +694 | +4.69% | $2,803,020 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.18% | 6,732 | +1,385 | +25.90% | $2,798,021 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.17% | 23,358 | -4,970 | -17.54% | $2,725,178 |
| NETFLIX INC. | NFLX | Communication Services | 0.17% | 36,467 | -8,435 | -18.79% | $2,603,744 |
| RTX CORPORATION | RTX | Industrials | 0.16% | 13,351 | -682 | -4.86% | $2,533,085 |
| BANK OF AMER CORP | BAC | Financial Services | 0.16% | 44,011 | +93 | +0.21% | $2,507,750 |
| MERCK & CO INC | MRK | Healthcare | 0.16% | 19,484 | -490 | -2.45% | $2,503,672 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.16% | 3,185 | -346 | -9.80% | $2,430,601 |
| MORGAN STANLEY | MS | Financial Services | 0.15% | 11,479 | -834 | -6.77% | $2,399,570 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.15% | 63,876 | -7,427 | -10.42% | $2,307,828 |
| ANALOG DEVICES INC | ADI | Technology | 0.15% | 5,803 | +110 | +1.93% | $2,304,778 |
| WELLTOWER INC | WELL | Real Estate | 0.15% | 10,138 | -258 | -2.48% | $2,301,022 |
| CADENCE DESIGN SYSTEM INC | CDNS | Technology | 0.15% | 6,083 | +169 | +2.86% | $2,283,072 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.14% | 31,199 | +581 | +1.90% | $2,222,905 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.14% | 14,590 | -1,966 | -11.87% | $2,210,415 |
| ROYAL CARIBBEAN GROUP | RCL | Other | 0.14% | 6,921 | -603 | -8.01% | $2,197,625 |
| ORACLE CORP | ORCL | Technology | 0.14% | 14,938 | -399 | -2.60% | $2,189,112 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.14% | 72,888 | -1,258 | -1.70% | $2,145,090 |
| ISHARES TR | IEFA | Other | 0.14% | 22,101 | -196 | -0.88% | $2,134,533 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.14% | 7,582 | -732 | -8.80% | $2,132,229 |
| UNIVEST FINANCIAL CORPORATIO | UVSP | Financial Services | 0.13% | 47,881 | +229 | +0.48% | $2,094,794 |
| INVESCO QQQ TR | QQQ | Other | 0.13% | 2,809 | -194 | -6.46% | $2,068,725 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.13% | 5,784 | +169 | +3.01% | $2,039,901 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.13% | 25,891 | -712 | -2.68% | $2,017,200 |
| CHEVRON CORPORATION | CVX | Energy | 0.13% | 11,896 | -1,353 | -10.21% | $1,971,937 |
| WELLS FARGO & CO | WFC | Financial Services | 0.12% | 23,180 | -2,022 | -8.02% | $1,915,595 |
| CSX CORP | CSX | Industrials | 0.12% | 39,812 | +653 | +1.67% | $1,892,264 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.12% | 2,521 | -8,678 | -77.49% | $1,882,663 |
| VANGUARD BD INDEX FDS | BND | Other | 0.12% | 25,452 | -454 | -1.75% | $1,868,430 |
| AMGEN INC | AMGN | Healthcare | 0.12% | 5,085 | -224 | -4.22% | $1,841,380 |
| ARISTA NETWORKS INC | ANET | Other | 0.11% | 10,374 | -394 | -3.66% | $1,762,335 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.11% | 5,208 | +189 | +3.77% | $1,761,606 |
| TEXAS INSTRS INC | TXN | Technology | 0.11% | 5,873 | -42 | -0.71% | $1,750,565 |
| SPOTIFY TECHNOLOGY S A | SPOT | Other | 0.11% | 3,776 | -396 | -9.49% | $1,733,675 |
| VANGUARD INDEX FDS | VO | Other | 0.11% | 21,358 | +16,117 | +307.52% | $1,720,797 |
| HILTON WORLDWIDE HLDGS INC | HLT | Consumer Cyclical | 0.11% | 5,159 | +143 | +2.85% | $1,704,843 |
| PEPSICO INC | PEP | Consumer Defensive | 0.11% | 12,586 | -971 | -7.16% | $1,704,088 |
| KLA CORP | KLAC | Technology | 0.11% | 5,589 | +5,056 | +948.59% | $1,686,257 |
| ITT INC | ITT | Industrials | 0.11% | 8,523 | -362 | -4.07% | $1,685,508 |
| VANGUARD INDEX FDS | VB | Other | 0.11% | 5,559 | -392 | -6.59% | $1,684,984 |
| CLOUDFLARE INC | NET | Technology | 0.11% | 6,822 | +92 | +1.37% | $1,673,300 |