Everhart Financial Group, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 9, 2026, Everhart Financial Group, Inc. disclosed 472 stock positions valued at approximately $1.56B as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD INDEX FDS, and VANGUARD INDEX FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 472
- Portfolio Value
- $1.56B
Holdings by Sector
Everhart Financial Group, Inc. Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 472 holdings in the latest reporting period.