Everhart Financial Group, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 8, 2026, Everhart Financial Group, Inc. disclosed 492 stock positions valued at approximately $1.62B as of quarter-end September 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD INDEX FDS, and VANGUARD INDEX FDS.
- Report Period
- September 30, 2026
- No. of Stocks
- 492
- Portfolio Value
- $1.62B
Holdings by Sector
Everhart Financial Group, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VUG | Other | 12.47% | 2,245,503 | +175,807 | +8.49% | $202,342,286 |
| VANGUARD INDEX FDS | VTV | Other | 12.29% | 922,916 | +26,601 | +2.97% | $199,423,774 |
| VANGUARD INDEX FDS | VOT | Other | 4.22% | 234,303 | +18,229 | +8.44% | $68,439,773 |
| VANGUARD INDEX FDS | VOE | Other | 4.12% | 342,034 | +22,040 | +6.89% | $66,877,870 |
| VANGUARD INDEX FDS | VBR | Other | 3.92% | 275,370 | +19,985 | +7.83% | $63,618,687 |
| VANGUARD INDEX FDS | VTI | Other | 3.87% | 167,850 | -6,871 | -3.93% | $62,816,059 |
| SPDR SERIES TRUST | SLYG | Other | 3.74% | 567,965 | +29,206 | +5.42% | $60,755,186 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 3.58% | 1,404,497 | +198,222 | +16.43% | $58,188,327 |
| NVIDIA CORPORATION | NVDA | Technology | 3.52% | 250,133 | +9,279 | +3.85% | $57,125,335 |
| APPLE INC | AAPL | Technology | 3.37% | 164,127 | -32,959 | -16.72% | $54,657,477 |
| MICROSOFT CORP | MSFT | Technology | 1.98% | 62,525 | +4,670 | +8.07% | $32,069,123 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 1.83% | 757,265 | +100,801 | +15.36% | $29,768,098 |
| VANGUARD BD INDEX FDS | BIV | Other | 1.65% | 368,484 | -13,297 | -3.48% | $26,847,752 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.18% | 76,804 | +3,316 | +4.51% | $19,135,605 |
| ALPHABET INC | GOOGL | Communication Services | 1.02% | 48,279 | +1,308 | +2.78% | $16,611,847 |
| META PLATFORMS INC | META | Communication Services | 0.90% | 20,178 | +1,007 | +5.25% | $14,632,598 |
| ALPHABET INC | GOOG | Communication Services | 0.89% | 42,263 | +663 | +1.59% | $14,400,827 |
| BROADCOM INC | AVGO | Technology | 0.78% | 36,185 | +266 | +0.74% | $12,707,798 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.76% | 11,506 | +305 | +2.72% | $12,255,416 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.75% | 337,943 | -6,794 | -1.97% | $12,142,280 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.74% | 201,314 | -8,844 | -4.21% | $11,939,950 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.72% | 19,130 | +921 | +5.06% | $11,702,969 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.72% | 398,459 | -1,635 | -0.41% | $11,678,844 |
| VANGUARD INDEX FDS | VOO | Other | 0.65% | 15,158 | +2,059 | +15.72% | $10,623,678 |
| ELI LILLY & CO | LLY | Healthcare | 0.59% | 8,273 | +283 | +3.54% | $9,572,229 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.58% | 28,544 | +661 | +2.37% | $9,443,221 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.52% | 16,826 | +154 | +0.92% | $8,378,616 |
| TESLA INC | TSLA | Consumer Cyclical | 0.48% | 21,765 | -367 | -1.66% | $7,722,440 |
| VANGUARD INDEX FDS | VBK | Other | 0.43% | 20,780 | -1,399 | -6.31% | $7,020,161 |
| ABBVIE INC | ABBV | Healthcare | 0.42% | 25,782 | +454 | +1.79% | $6,744,257 |
Showing 30 of 492 holdings in the latest reporting period.