Everhart Financial Group, Inc. Portfolio Stock Holdings
Everhart Financial Group, Inc. disclosed 464 stock positions valued at approximately $1.2 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 March 31, 2026 and was filed on April 9, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 464
- Portfolio Value
- $1.2B
Holdings by Sector
Everhart Financial Group, Inc. Portfolio Holdings in Q1 2026
460 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTV | Other | 14.25% | 852,879 | +39,577 | +4.87% | $167,334,891 |
| VANGUARD INDEX FDS | VUG | Other | 12.11% | 325,657 | +41,116 | +14.45% | $142,243,592 |
| VANGUARD INDEX FDS | VTI | Other | 4.91% | 179,893 | -4,510 | -2.45% | $57,711,552 |
| NVIDIA CORPORATION | NVDA | Technology | 3.73% | 250,857 | +22,436 | +9.82% | $43,749,480 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 3.42% | 1,031,892 | +183,033 | +21.56% | $40,202,525 |
| APPLE INC | AAPL | Technology | 3.05% | 141,157 | +17,149 | +13.83% | $35,824,337 |
| VANGUARD BD INDEX FDS | BIV | Other | 2.42% | 368,287 | -13,356 | -3.50% | $28,424,370 |
| MICROSOFT CORP | MSFT | Technology | 1.97% | 62,502 | +4,957 | +8.61% | $23,136,214 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 1.70% | 590,888 | +102,313 | +20.94% | $20,007,474 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.33% | 75,085 | +6,545 | +9.55% | $15,637,860 |
| ALPHABET INC | GOOGL | Communication Services | 1.17% | 47,863 | +5,633 | +13.34% | $13,763,356 |
| VANGUARD INDEX FDS | VBR | Other | 1.04% | 56,396 | +18,188 | +47.60% | $12,252,030 |
| BROADCOM INC | AVGO | Technology | 1.04% | 39,505 | +6,040 | +18.05% | $12,227,258 |
| ALPHABET INC | GOOG | Communication Services | 1.03% | 42,154 | +4,380 | +11.60% | $12,092,256 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 1.01% | 218,728 | -12,773 | -5.52% | $11,822,229 |
| VANGUARD INDEX FDS | VOE | Other | 0.99% | 63,399 | +23,827 | +60.21% | $11,683,215 |
| VANGUARD INDEX FDS | VOT | Other | 0.97% | 44,070 | +17,461 | +65.62% | $11,341,413 |
| META PLATFORMS INC | META | Communication Services | 0.95% | 19,484 | +510 | +2.69% | $11,147,103 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.90% | 421,975 | -3,788 | -0.89% | $10,591,564 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.89% | 358,136 | -8,476 | -2.31% | $10,432,487 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.69% | 16,902 | +1,584 | +10.34% | $8,099,438 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.68% | 26,974 | +4,131 | +18.08% | $7,934,805 |
| TESLA INC | TSLA | Consumer Cyclical | 0.67% | 21,248 | +1,485 | +7.51% | $7,898,944 |
| VANGUARD INDEX FDS | VBK | Other | 0.64% | 24,933 | +1,887 | +8.19% | $7,536,055 |
| ELI LILLY & CO | LLY | Healthcare | 0.63% | 8,049 | +475 | +6.27% | $7,402,995 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.62% | 11,199 | +9,002 | +409.74% | $7,282,910 |
| EXXON MOBIL CORP | XOM | Energy | 0.61% | 42,535 | +5,600 | +15.16% | $7,216,488 |
| VANGUARD INDEX FDS | VOO | Other | 0.51% | 10,025 | +1,212 | +13.75% | $5,990,464 |
| WALMART INC | WMT | Consumer Defensive | 0.51% | 47,723 | +5,619 | +13.35% | $5,931,014 |
| VANGUARD INDEX FDS | VNQ | Other | 0.49% | 65,368 | +5,202 | +8.65% | $5,798,183 |
| ABBVIE INC | ABBV | Healthcare | 0.49% | 26,406 | +5,756 | +27.87% | $5,743,025 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.44% | 5,131 | +43 | +0.85% | $5,112,857 |
| GE VERNOVA INC | GEV | Utilities | 0.42% | 5,659 | +354 | +6.67% | $4,939,845 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.41% | 19,590 | +4,601 | +30.70% | $4,788,560 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.41% | 33,111 | +8,445 | +34.24% | $4,782,538 |
| VISA INC | V | Financial Services | 0.39% | 15,121 | +1,846 | +13.91% | $4,570,171 |
| ISHARES TR | IVV | Other | 0.38% | 6,811 | +854 | +14.34% | $4,448,942 |
| SPDR SERIES TRUST | SLYG | Other | 0.37% | 44,940 | +40,615 | +939.08% | $4,342,097 |
| NETFLIX INC. | NFLX | Communication Services | 0.37% | 44,902 | +5,674 | +14.46% | $4,317,327 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.35% | 28,328 | +2,893 | +11.37% | $4,143,820 |
| GE AEROSPACE | GE | Industrials | 0.35% | 14,330 | +1,773 | +14.12% | $4,066,345 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.34% | 11,967 | +2,332 | +24.20% | $4,042,931 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.33% | 18,096 | +12,406 | +218.03% | $3,891,734 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.33% | 127,518 | -1,707 | -1.32% | $3,889,292 |
| CATERPILLAR INC | CAT | Industrials | 0.32% | 5,310 | +755 | +16.58% | $3,762,235 |
| APPLIED MATLS INC | AMAT | Technology | 0.32% | 10,931 | +1,211 | +12.46% | $3,736,106 |
| ISHARES TR | IWD | Other | 0.30% | 16,628 | +16,628 | +100.00% | $3,552,905 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.30% | 17,256 | +1,885 | +12.26% | $3,510,388 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.29% | 6,885 | +904 | +15.11% | $3,440,159 |
| WESTERN DIGITAL CORP | WDC | Technology | 0.29% | 12,488 | -80 | -0.64% | $3,377,922 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.29% | 108,460 | +1,103 | +1.03% | $3,357,919 |
| VANGUARD STAR FDS | VXUS | Other | 0.28% | 42,826 | +1,778 | +4.33% | $3,302,278 |
| QUANTA SVCS INC | PWR | Industrials | 0.27% | 5,794 | +294 | +5.35% | $3,181,022 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.27% | 3,733 | +759 | +25.52% | $3,158,358 |
| CISCO SYS INC | CSCO | Technology | 0.25% | 37,281 | +1,426 | +3.98% | $2,892,635 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.24% | 91,516 | -6,466 | -6.60% | $2,807,701 |
| COCA COLA CO | KO | Consumer Defensive | 0.24% | 36,778 | +5,510 | +17.62% | $2,796,977 |
| CHEVRON CORPORATION | CVX | Energy | 0.23% | 13,249 | +1,710 | +14.82% | $2,741,171 |
| RTX CORPORATION | RTX | Industrials | 0.23% | 14,033 | +1,531 | +12.25% | $2,706,966 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.23% | 16,556 | +2,702 | +19.50% | $2,643,963 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.22% | 10,522 | +2,258 | +27.32% | $2,636,603 |
| LAM RESEARCH CORP | LRCX | Other | 0.21% | 11,457 | +431 | +3.91% | $2,447,903 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.21% | 14,800 | +689 | +4.88% | $2,447,032 |
| MERCK & CO INC | MRK | Healthcare | 0.20% | 19,974 | +4,823 | +31.83% | $2,402,658 |
| ORACLE CORP | ORCL | Technology | 0.19% | 15,337 | +2,658 | +20.96% | $2,256,282 |
| ISHARES TR | DVY | Other | 0.19% | 14,552 | +14,552 | +100.00% | $2,203,318 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.18% | 6,951 | +246 | +3.67% | $2,160,421 |
| BANK AMERICA CORP | BAC | Financial Services | 0.18% | 43,918 | +2,671 | +6.48% | $2,141,020 |
| PEPSICO INC | PEP | Consumer Defensive | 0.18% | 13,557 | +1,375 | +11.29% | $2,105,324 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.18% | 26,603 | -382 | -1.42% | $2,085,941 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.18% | 71,303 | +836 | +1.19% | $2,073,479 |
| ROYAL CARIBBEAN GROUP | RCL | Other | 0.18% | 7,524 | +243 | +3.34% | $2,070,454 |
| WELLTOWER INC | WELL | Real Estate | 0.18% | 10,396 | +1,458 | +16.31% | $2,055,393 |
| AT&T INC | T | Communication Services | 0.17% | 70,266 | +15,079 | +27.32% | $2,037,002 |
| MORGAN STANLEY | MS | Financial Services | 0.17% | 12,313 | +2,419 | +24.45% | $2,026,350 |
| SPOTIFY TECHNOLOGY S A | SPOT | Other | 0.17% | 4,172 | +3 | +0.07% | $2,023,045 |
| ISHARES TR | IEFA | Other | 0.17% | 22,297 | -102 | -0.46% | $2,018,560 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.17% | 8,314 | +437 | +5.55% | $2,015,252 |
| WELLS FARGO & CO | WFC | Financial Services | 0.17% | 25,202 | +322 | +1.29% | $2,006,331 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.17% | 30,618 | -1,226 | -3.85% | $1,962,011 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.17% | 4,214 | +67 | +1.62% | $1,942,612 |
| MCKESSON CORP | MCK | Healthcare | 0.17% | 2,244 | +214 | +10.54% | $1,941,868 |
| VANGUARD BD INDEX FDS | BND | Other | 0.16% | 25,906 | +1,276 | +5.18% | $1,907,725 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.16% | 74,146 | +1,256 | +1.72% | $1,901,105 |
| SPDR SERIES TRUST | SLYV | Other | 0.16% | 19,764 | +11,697 | +145.00% | $1,869,291 |
| AMGEN INC | AMGN | Healthcare | 0.16% | 5,309 | +992 | +22.98% | $1,867,972 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.16% | 5,615 | -1,271 | -18.46% | $1,846,717 |
| ANALOG DEVICES INC | ADI | Technology | 0.15% | 5,693 | -123 | -2.11% | $1,811,171 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.15% | 19,097 | +4,583 | +31.58% | $1,773,729 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 0.15% | 417 | -20 | -4.58% | $1,755,703 |
| INTEL CORP | INTC | Technology | 0.15% | 39,729 | +9,664 | +32.14% | $1,753,235 |
| INVESCO QQQ TR | QQQ | Other | 0.15% | 3,003 | +1,235 | +69.85% | $1,733,201 |
| ITT INC | ITT | Industrials | 0.14% | 8,885 | +352 | +4.13% | $1,692,859 |
| WILLIAMS COS INC | WMB | Energy | 0.14% | 22,943 | -8,079 | -26.04% | $1,669,765 |
| CADENCE DESIGN SYSTEM INC | CDNS | Technology | 0.14% | 5,914 | -27 | -0.45% | $1,643,323 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.14% | 12,526 | +594 | +4.98% | $1,640,113 |
| UNIVEST FINANCIAL CORPORATIO | UVSP | Financial Services | 0.14% | 47,652 | +7,444 | +18.51% | $1,632,558 |
| WARNER BROS DISCOVERY INC | WBD | Communication Services | 0.14% | 58,981 | -728 | -1.22% | $1,619,618 |
| NEWMONT CORP | NEM | Basic Materials | 0.14% | 14,914 | +788 | +5.58% | $1,614,441 |
| CSX CORP | CSX | Industrials | 0.14% | 39,159 | +3,984 | +11.33% | $1,607,477 |