Everhart Financial Group, Inc. Top Holdings and 13F Report (2026) About Everhart Financial Group, Inc.Investment ActivityEverhart Financial Group, Inc. has $1.56 billion in total holdings as of June 30, 2026.Everhart Financial Group, Inc. owns shares of 481 different stocks, but just 59 companies or ETFs make up 80% of its holdings.Approximately 27.53% of the portfolio was purchased this quarter.About 4.53% of the portfolio was sold this quarter.This quarter, Everhart Financial Group, Inc. has purchased 464 new stocks and bought additional shares in 153 stocks.Everhart Financial Group, Inc. sold shares of 252 stocks and completely divested from 39 stocks this quarter.Largest Holdings Vanguard Value ETF $195,333,959Vanguard Growth ETF $178,283,647Vanguard Mid-Cap Growth ETF $66,183,419Vanguard Total Stock Market ETF $64,653,739SPDR S&P 600 Small Cap Growth ETF $64,182,334 Largest New Holdings this Quarter 808524862 - Schwab Short-Term U.S. Treasury ETF $1,461,653 HoldingG2004J103 - CARNIVAL CORP LTD $583,228 Holding25434V773 - Dimensional International Small Cap ETF $567,051 Holding50187T106 - LGI Homes $437,609 Holding25434V872 - Dimensional Core Fixed Income ETF $412,634 Holding Largest Purchases this Quarter Vanguard Growth ETF 1,744,039 shares (about $150.23M)SPDR S&P 600 Small Cap Growth ETF 493,819 shares (about $58.83M)Vanguard Mid-Cap Growth ETF 172,004 shares (about $52.68M)Vanguard Mid-Cap Value ETF 256,595 shares (about $50.70M)Vanguard Small-Cap Value ETF 198,989 shares (about $48.35M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 8,678 shares (about $6.48M)Vanguard Dividend Appreciation ETF 12,870 shares (about $3.05M)NVIDIA 10,003 shares (about $2.00M)Vanguard Total Stock Market ETF 5,172 shares (about $1.91M)Microsoft 4,647 shares (about $1.73M) 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 PortfolioSectorVTVVanguard Value ETF$195,333,959$9,466,009 â–²5.1%896,31512.5%ETFVUGVanguard Growth ETF$178,283,647$150,231,548 â–²535.5%2,069,69611.4%ETFVOTVanguard Mid-Cap Growth ETF$66,183,419$52,684,788 â–²390.3%216,0744.2%ETFVTIVanguard Total Stock Market ETF$64,653,739$1,913,846 â–¼-2.9%174,7214.1%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$64,182,334$58,828,634 â–²1,098.8%538,7594.1%ETFVOEVanguard Mid-Cap Value ETF$63,230,730$50,703,104 â–²404.7%319,9944.0%ETFVBRVanguard Small-Cap Value ETF$62,056,110$48,352,422 â–²352.8%255,3854.0%ETFAAPLApple$57,028,826$16,183,621 â–²39.6%197,0863.6%TechnologyDFAIDimensional International Core Equity Market ETF$49,758,827$7,193,296 â–²16.9%1,206,2753.2%ETFNVDANVIDIA$48,192,518$2,001,502 â–¼-4.0%240,8543.1%TechnologyBIVVanguard Intermediate-Term Bond ETF$29,282,601$1,034,990 â–²3.7%381,7811.9%ETFDFAEDimensional Emerging Core Equity Market ETF$26,396,426$2,636,812 â–²11.1%656,4641.7%ETFMSFTMicrosoft$21,581,076$1,733,424 â–¼-7.4%57,8551.4%TechnologyAMZNAmazon.com$17,515,023$380,627 â–¼-2.1%73,4881.1%Consumer DiscretionaryGOOGLAlphabet$16,785,948$318,773 â–¼-1.9%46,9711.1%Communication ServicesGOOGAlphabet$14,698,391$195,743 â–¼-1.3%41,6000.9%Communication ServicesAVGOBroadcom$13,568,406$1,354,612 â–¼-9.1%35,9190.9%TechnologyMUMicron Technology$12,929,393$884,199 â–¼-6.4%11,2010.8%TechnologyVWOVanguard FTSE Emerging Markets ETF$12,544,307$511,542 â–¼-3.9%210,1580.8%ETFSCHGSchwab U.S. Large-Cap Growth ETF$11,665,906$453,422 â–¼-3.7%344,7370.7%ETFSCHBSchwab US Broad Market ETF$11,586,714$633,673 â–¼-5.2%400,0940.7%ETFMETAMeta Platforms$10,798,613$176,306 â–¼-1.6%19,1710.7%Communication ServicesAMDAdvanced Micro Devices$10,577,790$553,607 â–²5.5%18,2090.7%TechnologyLLYEli Lilly and Company$9,583,141$70,764 â–¼-0.7%7,9900.6%HealthcareTSLATesla$9,308,719$371,810 â–²4.2%22,1320.6%Consumer DiscretionaryJPMJPMorgan Chase & Co.$9,126,882$297,541 â–²3.4%27,8830.6%FinanceVOOVanguard S&P 500 ETF$8,996,451$2,111,237 â–²30.7%13,0990.6%ETFBRK.BBerkshire Hathaway$8,342,502$115,090 â–¼-1.4%16,6720.5%FinanceVBKVanguard Small-Cap Growth ETF$8,110,927$1,007,146 â–¼-11.0%22,1790.5%ETFAMATApplied Materials$7,290,732$612,381 â–¼-7.7%10,0840.5%TechnologyWDCWestern Digital$7,108,571$868,052 â–¼-10.9%11,1290.5%TechnologyVNQVanguard Real Estate ETF$7,006,029$702,589 â–²11.1%72,6540.4%ETFABBVAbbVie$6,373,521$271,267 â–¼-4.1%25,3280.4%HealthcareGE VERNOVA INC$5,988,506$660,298 â–¼-9.9%5,0970.4%COMCATCaterpillar$5,599,066$55,373 â–¼-1.0%5,2580.4%IndustrialsXOMExxonMobil$5,446,378$369,007 â–¼-6.3%39,8360.3%EnergyINTCIntel$5,427,679$119,663 â–¼-2.2%38,8720.3%TechnologySANDISK CORP$5,404,656$38,653 â–¼-0.7%2,3770.3%COMWALMART INC$5,106,786$298,327 â–¼-5.5%45,0890.3%COMLAM RESEARCH CORP$4,995,428$30,766 â–²0.6%11,5280.3%COM NEWGEGE Aerospace$4,772,917$582,646 â–¼-10.9%12,7710.3%IndustrialsJNJJohnson & Johnson$4,656,179$318,979 â–¼-6.4%18,3340.3%HealthcarePGProcter & Gamble$4,604,713$250,758 â–¼-5.2%31,4010.3%Consumer StaplesIVViShares Core S&P 500 ETF$4,568,197$532,457 â–¼-10.4%6,1000.3%ETFCSCOCisco Systems$4,524,362$145,299 â–²3.3%38,5180.3%TechnologyVVisa$4,510,947$676,917 â–¼-13.0%13,1480.3%FinanceCOSTCostco Wholesale$4,394,245$406,026 â–¼-8.5%4,6970.3%Consumer StaplesSCHVSchwab U.S. Large-Cap Value ETF$4,315,377$123,541 â–¼-2.8%123,9690.3%ETFSLSSELLAS Life Sciences Group$4,251,146$1,127,354 â–¼-21.0%288,0180.3%HealthcarePWRQuanta Services$3,678,684$493,227 â–¼-11.8%5,1090.2%IndustrialsSCHMSchwab U.S. Mid-Cap ETF$3,636,964$361,952 â–¼-9.1%98,6430.2%ETFGSThe Goldman Sachs Group$3,610,922$164,868 â–¼-4.4%3,5700.2%FinanceVXUSVanguard Total International Stock ETF$3,108,084$553,122 â–¼-15.1%36,3560.2%ETFMAMastercard$3,079,546$456,590 â–¼-12.9%5,9960.2%FinanceKOCocaCola$3,074,467$85,497 â–²2.9%37,8300.2%Consumer StaplesMRVLMarvell Technology$3,004,816$29,789 â–²1.0%10,0870.2%TechnologyPANWPalo Alto Networks$2,916,744$275,544 â–¼-8.6%8,5530.2%TechnologySCHDSchwab US Dividend Equity ETF$2,893,263$8,720 â–¼-0.3%91,2410.2%ETFVRTVertiv$2,873,090$649,886 â–¼-18.4%8,5810.2%IndustrialsPMPhilip Morris International$2,803,020$125,552 â–²4.7%15,4940.2%Consumer StaplesUNHUnitedHealth Group$2,798,021$575,648 â–²25.9%6,7320.2%HealthcarePALANTIR TECHNOLOGIES INC$2,725,178$579,850 â–¼-17.5%23,3580.2%CL ANFLXNetflix$2,603,744$602,259 â–¼-18.8%36,4670.2%Communication ServicesRTXRTX$2,533,085$129,396 â–¼-4.9%13,3510.2%IndustrialsBACBank of America$2,507,750$5,299 â–²0.2%44,0110.2%FinanceMRKMerck & Co., Inc.$2,503,672$62,964 â–¼-2.5%19,4840.2%HealthcareCRWDCrowdStrike$2,430,601$264,046 â–¼-9.8%3,1850.2%TechnologyMSMorgan Stanley$2,399,570$174,339 â–¼-6.8%11,4790.2%FinanceSCHASchwab US Small-Cap ETF$2,307,828$268,336 â–¼-10.4%63,8760.1%ETFADIAnalog Devices$2,304,778$43,689 â–²1.9%5,8030.1%TechnologyWELLWelltower$2,301,022$58,558 â–¼-2.5%10,1380.1%Real EstateCDNSCadence Design Systems$2,283,072$63,429 â–²2.9%6,0830.1%TechnologyVEAVanguard FTSE Developed Markets ETF$2,222,905$41,396 â–²1.9%31,1990.1%ETFTJXTJX Companies$2,210,415$297,853 â–¼-11.9%14,5900.1%Consumer DiscretionaryRCLRoyal Caribbean Cruises$2,197,625$191,471 â–¼-8.0%6,9210.1%Consumer DiscretionaryORCLOracle$2,189,112$58,472 â–¼-2.6%14,9380.1%TechnologySCHXSchwab US Large-Cap ETF$2,145,090$37,023 â–¼-1.7%72,8880.1%ETFIEFAiShares Core MSCI EAFE ETF$2,134,533$18,930 â–¼-0.9%22,1010.1%ETFIBMInternational Business Machines$2,132,229$205,855 â–¼-8.8%7,5820.1%TechnologyUVSPUnivest Corporation of Pennsylvania$2,094,794$10,019 â–²0.5%47,8810.1%FinanceQQQInvesco QQQ$2,068,725$142,874 â–¼-6.5%2,8090.1%ETFHDHome Depot$2,039,901$59,603 â–²3.0%5,7840.1%Consumer DiscretionaryBSVVanguard Short-Term Bond ETF$2,017,200$55,473 â–¼-2.7%25,8910.1%ETFCVXChevron$1,971,937$224,280 â–¼-10.2%11,8960.1%EnergyWFCWells Fargo & Company$1,915,595$167,098 â–¼-8.0%23,1800.1%FinanceCSXCSX$1,892,264$31,037 â–²1.7%39,8120.1%IndustrialsSPYSPDR S&P 500 ETF Trust$1,882,663$6,480,662 â–¼-77.5%2,5210.1%ETFBNDVanguard Total Bond Market ETF$1,868,430$33,328 â–¼-1.8%25,4520.1%ETFAMGNAmgen$1,841,380$81,115 â–¼-4.2%5,0850.1%HealthcareARISTA NETWORKS INC$1,762,335$66,933 â–¼-3.7%10,3740.1%COM SHSAXPAmerican Express$1,761,606$63,929 â–²3.8%5,2080.1%FinanceTXNTexas Instruments$1,750,565$12,519 â–¼-0.7%5,8730.1%TechnologySPOTSpotify Technology$1,733,675$181,815 â–¼-9.5%3,7760.1%Communication ServicesVOVanguard Mid-Cap ETF$1,720,797$1,298,534 â–²307.5%21,3580.1%ETFHLTHilton Worldwide$1,704,843$47,256 â–²2.9%5,1590.1%Consumer DiscretionaryPEPPepsiCo$1,704,088$131,469 â–¼-7.2%12,5860.1%Consumer StaplesKLACKLA$1,686,257$1,525,446 â–²948.6%5,5890.1%TechnologyITTITT$1,685,508$71,589 â–¼-4.1%8,5230.1%IndustrialsVBVanguard Small-Cap ETF$1,684,984$118,819 â–¼-6.6%5,5590.1%ETFNETCloudflare$1,673,300$22,566 â–²1.4%6,8220.1%TechnologyShowing largest 100 holdings. 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