Everhart Financial Group, Inc. 13F Holdings · Q3 2026
Everhart Financial Group, Inc. reported 495 securities worth $1.62B in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: VUG (12.47%), VTV (12.29%), VOT (4.22%). Among its top 25 positions this quarter: 19 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $202.3M | 12.47% | 2.2M | Added |
| 2 | VTV | VANGUARD INDEX FDS | $199.4M | 12.29% | 922,916 | Added |
| 3 | VOT | VANGUARD INDEX FDS | $68.4M | 4.22% | 234,303 | Added |
| 4 | VOE | VANGUARD INDEX FDS | $66.9M | 4.12% | 342,034 | Added |
| 5 | VBR | VANGUARD INDEX FDS | $63.6M | 3.92% | 275,370 | Added |
| 6 | VTI | VANGUARD INDEX FDS | $62.8M | 3.87% | 167,850 | Trimmed |
| 7 | SLYG | SPDR SERIES TRUST | $60.8M | 3.74% | 567,965 | Added |
| 8 | DFAI | DIMENSIONAL ETF TRUST | $58.2M | 3.58% | 1.4M | Added |
| 9 | NVDA | NVIDIA CORPORATION | $57.1M | 3.52% | 250,133 | Added |
| 10 | AAPL | APPLE INC | $54.7M | 3.37% | 164,127 | Trimmed |
| 11 | MSFT | MICROSOFT CORP | $32.1M | 1.98% | 62,525 | Added |
| 12 | DFAE | DIMENSIONAL ETF TRUST | $29.8M | 1.83% | 757,265 | Added |
| 13 | BIV | VANGUARD BD INDEX FDS | $26.8M | 1.65% | 368,484 | Trimmed |
| 14 | AMZN | AMAZON COM INC | $19.1M | 1.18% | 76,804 | Added |
| 15 | GOOGL | ALPHABET INC | $16.6M | 1.02% | 48,279 | Added |
| 16 | META | META PLATFORMS INC | $14.6M | 0.90% | 20,178 | Added |
| 17 | GOOG | ALPHABET INC | $14.4M | 0.89% | 42,263 | Added |
| 18 | AVGO | BROADCOM INC | $12.7M | 0.78% | 36,185 | Added |
| 19 | MU | MICRON TECHNOLOGY INC | $12.3M | 0.76% | 11,506 | Added |
| 20 | SCHG | SCHWAB STRATEGIC TR | $12.1M | 0.75% | 337,943 | Trimmed |
| 21 | VWO | VANGUARD INTL EQUITY INDEX F | $11.9M | 0.74% | 201,314 | Trimmed |
| 22 | AMD | ADVANCED MICRO DEVICES INC | $11.7M | 0.72% | 19,130 | Added |
| 23 | SCHB | SCHWAB STRATEGIC TR | $11.7M | 0.72% | 398,459 | Trimmed |
| 24 | VOO | VANGUARD INDEX FDS | $10.6M | 0.65% | 15,158 | Added |
| 25 | LLY | ELI LILLY & CO | $9.6M | 0.59% | 8,273 | Added |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR