Everhart Financial Group, Inc. Top Holdings and 13F Report (2026) About Everhart Financial Group, Inc.Investment ActivityEverhart Financial Group, Inc. has $1.62 billion in total holdings as of September 30, 2026.Everhart Financial Group, Inc. owns shares of 495 different stocks, but just 59 companies or ETFs make up 80% of its holdings.Approximately 6.23% of the portfolio was purchased this quarter.About 2.43% of the portfolio was sold this quarter.This quarter, Everhart Financial Group, Inc. has purchased 481 new stocks and bought additional shares in 256 stocks.Everhart Financial Group, Inc. sold shares of 162 stocks and completely divested from 28 stocks this quarter.Largest Holdings Vanguard Growth ETF $202,342,286Vanguard Value ETF $199,423,774Vanguard Mid-Cap Growth ETF $68,439,773Vanguard Mid-Cap Value ETF $66,877,870Vanguard Small-Cap Value ETF $63,618,687 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $6,740,617 Holding464288562 - iShares Residential and Multisector Real Estate ETF $1,393,232 Holding72201R718 - PIMCO Low Duration Exchange-Traded Fund $1,326,402 Holding594972408 - Strategy $802,345 Holding29273V100 - ENERGY TRANSFER L P $789,159 Holding Largest Purchases this Quarter Vanguard Growth ETF 175,807 shares (about $15.84M)Dimensional International Core Equity Market ETF 198,222 shares (about $8.21M)EXXONMOBIL HOLDINGS CORP 41,417 shares (about $6.74M)Vanguard Value ETF 26,601 shares (about $5.75M)Vanguard Mid-Cap Growth ETF 18,229 shares (about $5.32M) Largest Sales this Quarter Apple 32,959 shares (about $10.98M)Vanguard Total Stock Market ETF 6,871 shares (about $2.57M)Vanguard Real Estate ETF 12,428 shares (about $1.11M)Vanguard Intermediate-Term Bond ETF 13,297 shares (about $968.82K)SELLAS Life Sciences Group 47,805 shares (about $588.48K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEverhart Financial Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVUGVanguard Growth ETF$202,342,286$15,841,970 ▲8.5%2,245,50312.5%ETFVTVVanguard Value ETF$199,423,774$5,747,947 ▲3.0%922,91612.3%ETFVOTVanguard Mid-Cap Growth ETF$68,439,773$5,324,681 ▲8.4%234,3034.2%ETFVOEVanguard Mid-Cap Value ETF$66,877,870$4,309,479 ▲6.9%342,0344.1%ETFVBRVanguard Small-Cap Value ETF$63,618,687$4,617,131 ▲7.8%275,3703.9%ETFVTIVanguard Total Stock Market ETF$62,816,059$2,571,398 ▼-3.9%167,8503.9%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$60,755,186$3,124,164 ▲5.4%567,9653.7%ETFDFAIDimensional International Core Equity Market ETF$58,188,327$8,212,340 ▲16.4%1,404,4973.6%ETFNVDANVIDIA$57,125,335$2,119,137 ▲3.9%250,1333.5%TechnologyAAPLApple$54,657,477$10,975,987 ▼-16.7%164,1273.4%TechnologyMSFTMicrosoft$32,069,123$2,395,247 ▲8.1%62,5252.0%TechnologyDFAEDimensional Emerging Core Equity Market ETF$29,768,098$3,962,489 ▲15.4%757,2651.8%ETFBIVVanguard Intermediate-Term Bond ETF$26,847,752$968,820 ▼-3.5%368,4841.7%ETFAMZNAmazon.com$19,135,605$826,177 ▲4.5%76,8041.2%Consumer DiscretionaryGOOGLAlphabet$16,611,847$450,057 ▲2.8%48,2791.0%Communication ServicesMETAMeta Platforms$14,632,598$730,252 ▲5.3%20,1780.9%Communication ServicesGOOGAlphabet$14,400,827$225,913 ▲1.6%42,2630.9%Communication ServicesAVGOBroadcom$12,707,798$93,416 ▲0.7%36,1850.8%TechnologyMUMicron Technology$12,255,416$324,865 ▲2.7%11,5060.8%TechnologySCHGSchwab U.S. Large-Cap Growth ETF$12,142,280$244,108 ▼-2.0%337,9430.7%ETFVWOVanguard FTSE Emerging Markets ETF$11,939,950$524,538 ▼-4.2%201,3140.7%ETFAMDAdvanced Micro Devices$11,702,969$563,431 ▲5.1%19,1300.7%TechnologySCHBSchwab US Broad Market ETF$11,678,844$47,922 ▼-0.4%398,4590.7%ETFVOOVanguard S&P 500 ETF$10,623,678$1,443,076 ▲15.7%15,1580.7%ETFLLYEli Lilly and Company$9,572,229$327,444 ▲3.5%8,2730.6%HealthcareJPMJPMorgan Chase & Co.$9,443,221$218,679 ▲2.4%28,5440.6%FinanceBRK.BBerkshire Hathaway$8,378,616$76,685 ▲0.9%16,8260.5%FinanceTSLATesla$7,722,440$130,215 ▼-1.7%21,7650.5%Consumer DiscretionaryVBKVanguard Small-Cap Growth ETF$7,020,161$472,628 ▼-6.3%20,7800.4%ETFABBVAbbVie$6,744,257$118,761 ▲1.8%25,7820.4%HealthcareEXXONMOBIL HOLDINGS CORP$6,740,617$6,740,617 ▲New Holding41,4170.4%COM SHSVNQVanguard Real Estate ETF$5,398,090$1,113,929 ▼-17.1%60,2260.3%ETFAMATApplied Materials$5,149,085$7,671 ▼-0.1%10,0690.3%TechnologyPALANTIR TECHNOLOGIES INC$5,137,515$768,401 ▲17.6%27,4660.3%CL AWDCWestern Digital$5,039,433$18,178 ▼-0.4%11,0890.3%TechnologyJNJJohnson & Johnson$5,019,248$165,464 ▲3.4%18,9590.3%HealthcareVVisa$4,973,846$249,375 ▲5.3%13,8420.3%FinanceINTCIntel$4,821,928$148,363 ▲3.2%40,1060.3%TechnologyGE VERNOVA INC$4,805,004$39,923 ▼-0.8%5,0550.3%COMIVViShares Core S&P 500 ETF$4,662,517$9,190 ▼-0.2%6,0880.3%ETFPGProcter & Gamble$4,443,399$118,549 ▼-2.6%30,5850.3%Consumer StaplesCATCaterpillar$4,364,706$101,354 ▲2.4%5,3830.3%IndustrialsWALMART INC$4,237,480$448,211 ▼-9.6%40,7760.3%COMCSCOCisco Systems$4,169,065$23,356 ▲0.6%38,7350.3%TechnologySANDISK CORP$4,031,325$104,393 ▼-2.5%2,3170.2%COMSCHVSchwab U.S. Large-Cap Value ETF$3,933,391$196,030 ▼-4.7%118,0840.2%ETFGEGE Aerospace$3,905,270$83,071 ▼-2.1%12,5050.2%IndustrialsCOSTCostco Wholesale$3,852,175$423,266 ▼-9.9%4,2320.2%Consumer StaplesLAM RESEARCH CORP$3,821,557$34,494 ▲0.9%11,6330.2%COM NEWCRWDCrowdStrike$3,578,096$2,734,867 ▲324.3%13,5150.2%TechnologyKOCoca-Cola$3,553,672$297,237 ▲9.1%41,2830.2%Consumer StaplesMAMastercard$3,518,930$212,316 ▲6.4%6,3810.2%FinancePANWPalo Alto Networks$3,472,092$73,900 ▲2.2%8,7390.2%TechnologyPWRQuanta Services$3,332,699$50,116 ▲1.5%5,1870.2%IndustrialsSCHMSchwab U.S. Mid-Cap ETF$3,326,648$29,189 ▼-0.9%97,7850.2%ETFGSThe Goldman Sachs Group$3,295,613$81,040 ▲2.5%3,6600.2%FinancePMPhilip Morris International$3,000,835$44,270 ▲1.5%15,7260.2%Consumer StaplesSCHDSchwab US Dividend Equity ETF$2,993,419$25,341 ▲0.9%92,0200.2%ETFSLSSELLAS Life Sciences Group$2,957,022$588,480 ▼-16.6%240,2130.2%HealthcareMRKMerck & Co., Inc.$2,941,179$109,998 ▲3.9%20,2410.2%HealthcareVXUSVanguard Total International Stock ETF$2,927,882$160,914 ▼-5.2%34,4620.2%ETFMRVLMarvell Technology$2,672,484$7,398 ▲0.3%10,1150.2%TechnologyCVXChevron$2,598,725$169,491 ▲7.0%12,7260.2%EnergyRTXRTX$2,538,949$60,336 ▲2.4%13,6760.2%IndustrialsUNHUnitedHealth Group$2,521,473$50,290 ▲2.0%6,8690.2%HealthcareWELLWelltower$2,453,668$119,495 ▲5.1%10,6570.2%Real EstateBACBank of America$2,436,454$40,931 ▲1.7%44,7630.2%FinanceNETCloudflare$2,417,069$47,925 ▲2.0%6,9600.1%TechnologyADIAnalog Devices$2,416,757$114,649 ▲5.0%6,0920.1%TechnologyNFLXNetflix$2,408,999$128,375 ▼-5.1%34,6220.1%Communication ServicesQQQInvesco QQQ$2,402,239$324,047 ▲15.6%3,2470.1%ETFMPCMarathon Petroleum$2,301,740$8,304 ▼-0.4%5,8210.1%EnergyVEAVanguard FTSE Developed Markets ETF$2,244,390$41,448 ▲1.9%31,7860.1%ETFAMGNAmgen$2,233,581$90,203 ▲4.2%5,2990.1%HealthcareMSMorgan Stanley$2,200,912$41,942 ▲1.9%11,7020.1%FinanceARISTA NETWORKS INC$2,187,778$75,735 ▲3.6%10,7460.1%COM SHSSCHXSchwab US Large-Cap ETF$2,151,335$35,310 ▼-1.6%71,7110.1%ETFIEFAiShares Core MSCI EAFE ETF$2,070,441$70,723 ▼-3.3%21,3710.1%ETFSCHASchwab US Small-Cap ETF$2,055,116$29,171 ▼-1.4%62,9820.1%ETFVRTVertiv$2,054,387$16,410 ▼-0.8%8,5130.1%IndustrialsUVSPUnivest Corporation of Pennsylvania$2,038,222$76,059 ▲3.9%49,7370.1%FinanceSPYSPDR S&P 500 ETF Trust$1,963,070$40,421 ▲2.1%2,5740.1%ETFWFCWells Fargo & Company$1,920,880$65,321 ▲3.5%23,9960.1%FinanceCSXCSX$1,898,306$46,650 ▲2.5%40,8150.1%IndustrialsCDNSCadence Design Systems$1,887,998$120,518 ▼-6.0%5,7180.1%TechnologyBSVVanguard Short-Term Bond ETF$1,874,925$103,140 ▼-5.2%24,5410.1%ETFORCLOracle$1,847,098$203,891 ▼-9.9%13,4530.1%TechnologySPOTSpotify Technology$1,825,725$14,621 ▼-0.8%3,7460.1%Communication ServicesDELLDell Technologies$1,800,250$81,756 ▲4.8%3,3470.1%TechnologyRCLRoyal Caribbean Cruises$1,766,108$73,909 ▼-4.0%6,6430.1%Consumer DiscretionaryPYLDPIMCO Multi Sector Bond Active ETF$1,739,794$956,870 ▲122.2%68,5230.1%ETFVOVanguard Mid-Cap ETF$1,737,694$62,814 ▲3.8%22,1590.1%ETFITTITT$1,733,432$13,320 ▲0.8%8,5890.1%IndustrialsMCKMcKesson$1,731,527$44,398 ▲2.6%2,0280.1%HealthcareTXNTexas Instruments$1,698,186$53,217 ▲3.2%6,0630.1%TechnologyNEMNewmont$1,681,196$147,289 ▲9.6%14,5760.1%MaterialsDEDeere & Company$1,650,670$51,709 ▲3.2%2,4580.1%IndustrialsTJXTJX Companies$1,628,723$301,664 ▼-15.6%12,3100.1%Consumer DiscretionaryHLTHilton Worldwide$1,627,502$13,679 ▼-0.8%5,1160.1%Consumer DiscretionaryWBDWarner Bros. Discovery$1,605,160$12,597 ▲0.8%51,8630.1%Communication ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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