Everhart Financial Group, Inc. Top Holdings and 13F Report (2026) About Everhart Financial Group, Inc.Investment ActivityEverhart Financial Group, Inc. has $1.17 billion in total holdings as of March 31, 2026.Everhart Financial Group, Inc. owns shares of 464 different stocks, but just 91 companies or ETFs make up 80% of its holdings.Approximately 12.70% of the portfolio was purchased this quarter.About 1.82% of the portfolio was sold this quarter.This quarter, Everhart Financial Group, Inc. has purchased 417 new stocks and bought additional shares in 283 stocks.Everhart Financial Group, Inc. sold shares of 92 stocks and completely divested from 27 stocks this quarter.Largest Holdings Vanguard Value ETF $167,334,891Vanguard Growth ETF $142,243,592Vanguard Total Stock Market ETF $57,711,552NVIDIA $43,749,480Dimensional International Core Equity Market ETF $40,202,525 Largest New Holdings this Quarter 464287598 - iShares Russell 1000 Value ETF $3,552,905 Holding464287168 - iShares Select Dividend ETF $2,203,318 Holding78463X848 - SPDR MSCI ACWI ex-US ETF $1,394,079 Holding832696405 - J. M. Smucker $687,246 HoldingG29183103 - Eaton $510,753 Holding Largest Purchases this Quarter Vanguard Growth ETF 41,116 shares (about $17.96M)Vanguard Value ETF 39,577 shares (about $7.77M)Dimensional International Core Equity Market ETF 183,033 shares (about $7.13M)SPDR S&P 500 ETF Trust 9,002 shares (about $5.85M)Vanguard Mid-Cap Growth ETF 17,461 shares (about $4.49M) Largest Sales this Quarter Vanguard Total Stock Market ETF 4,510 shares (about $1.45M)Vanguard Intermediate-Term Bond ETF 13,356 shares (about $1.03M)Intuit 1,644 shares (about $710.85K)Vanguard FTSE Emerging Markets ETF 12,773 shares (about $690.38K)S&P Global 1,429 shares (about $607.81K) 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$167,334,891$7,765,009 ▲4.9%852,87914.2%ETFVUGVanguard Growth ETF$142,243,592$17,959,041 ▲14.4%325,65712.1%ETFVTIVanguard Total Stock Market ETF$57,711,552$1,446,855 ▼-2.4%179,8934.9%ETFNVDANVIDIA$43,749,480$3,912,840 ▲9.8%250,8573.7%Computer and TechnologyDFAIDimensional International Core Equity Market ETF$40,202,525$7,130,968 ▲21.6%1,031,8923.4%ETFAAPLApple$35,824,337$4,352,257 ▲13.8%141,1573.1%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$28,424,370$1,030,815 ▼-3.5%368,2872.4%ETFMSFTMicrosoft$23,136,214$1,834,921 ▲8.6%62,5022.0%Computer and TechnologyDFAEDimensional Emerging Core Equity Market ETF$20,007,474$3,464,319 ▲20.9%590,8881.7%ETFAMZNAmazon.com$15,637,860$1,363,119 ▲9.5%75,0851.3%Retail/WholesaleGOOGLAlphabet$13,763,356$1,619,810 ▲13.3%47,8631.2%Computer and TechnologyVBRVanguard Small-Cap Value ETF$12,252,030$3,951,343 ▲47.6%56,3961.0%ETFAVGOBroadcom$12,227,258$1,869,450 ▲18.0%39,5051.0%Computer and TechnologyGOOGAlphabet$12,092,256$1,256,443 ▲11.6%42,1541.0%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$11,822,229$690,380 ▼-5.5%218,7281.0%ETFVOEVanguard Mid-Cap Value ETF$11,683,215$4,390,857 ▲60.2%63,3991.0%ETFVOTVanguard Mid-Cap Growth ETF$11,341,413$4,493,588 ▲65.6%44,0701.0%ETFMETAMeta Platforms$11,147,103$291,779 ▲2.7%19,4840.9%Computer and TechnologySCHBSchwab US Broad Market ETF$10,591,564$95,079 ▼-0.9%421,9750.9%ETFSCHGSchwab U.S. Large-Cap Growth ETF$10,432,487$246,906 ▼-2.3%358,1360.9%ETFBRK.BBerkshire Hathaway$8,099,438$759,053 ▲10.3%16,9020.7%FinanceJPMJPMorgan Chase & Co.$7,934,805$1,215,195 ▲18.1%26,9740.7%FinanceTSLATesla$7,898,944$552,049 ▲7.5%21,2480.7%Auto/Tires/TrucksVBKVanguard Small-Cap Growth ETF$7,536,055$570,350 ▲8.2%24,9330.6%ETFLLYEli Lilly and Company$7,402,995$436,877 ▲6.3%8,0490.6%MedicalSPYSPDR S&P 500 ETF Trust$7,282,910$5,854,162 ▲409.7%11,1990.6%FinanceXOMExxonMobil$7,216,488$950,096 ▲15.2%42,5350.6%EnergyVOOVanguard S&P 500 ETF$5,990,464$724,234 ▲13.8%10,0250.5%ETFWALMART INC$5,931,014$698,329 ▲13.3%47,7230.5%COMVNQVanguard Real Estate ETF$5,798,183$461,421 ▲8.6%65,3680.5%ETFABBVAbbVie$5,743,025$1,251,869 ▲27.9%26,4060.5%MedicalCOSTCostco Wholesale$5,112,857$42,848 ▲0.8%5,1310.4%Retail/WholesaleGE VERNOVA INC$4,939,845$309,013 ▲6.7%5,6590.4%COMJNJJohnson & Johnson$4,788,560$1,124,664 ▲30.7%19,5900.4%MedicalPGProcter & Gamble$4,782,538$1,219,792 ▲34.2%33,1110.4%Consumer StaplesVVisa$4,570,171$557,935 ▲13.9%15,1210.4%Business ServicesIVViShares Core S&P 500 ETF$4,448,942$557,832 ▲14.3%6,8110.4%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$4,342,097$3,924,216 ▲939.1%44,9400.4%ETFNFLXNetflix$4,317,327$545,555 ▲14.5%44,9020.4%Consumer DiscretionaryPALANTIR TECHNOLOGIES INC$4,143,820$423,188 ▲11.4%28,3280.4%CL AGEGE Aerospace$4,066,345$503,114 ▲14.1%14,3300.3%AerospaceMUMicron Technology$4,042,931$787,843 ▲24.2%11,9670.3%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$3,891,734$2,668,040 ▲218.0%18,0960.3%ETFSCHVSchwab U.S. Large-Cap Value ETF$3,889,292$52,063 ▼-1.3%127,5180.3%ETFCATCaterpillar$3,762,235$534,932 ▲16.6%5,3100.3%IndustrialsAMATApplied Materials$3,736,106$413,908 ▲12.5%10,9310.3%Computer and TechnologyIWDiShares Russell 1000 Value ETF$3,552,905$3,552,905 ▲New Holding16,6280.3%ETFAMDAdvanced Micro Devices$3,510,388$383,466 ▲12.3%17,2560.3%Computer and TechnologyMAMastercard$3,440,159$451,693 ▲15.1%6,8850.3%Business ServicesWDCWestern Digital$3,377,922$21,639 ▼-0.6%12,4880.3%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$3,357,919$34,149 ▲1.0%108,4600.3%ETFVXUSVanguard Total International Stock ETF$3,302,278$137,100 ▲4.3%42,8260.3%ETFPWRQuanta Services$3,181,022$161,412 ▲5.3%5,7940.3%ConstructionGSThe Goldman Sachs Group$3,158,358$642,163 ▲25.5%3,7330.3%FinanceCSCOCisco Systems$2,892,635$110,643 ▲4.0%37,2810.2%Computer and TechnologySCHDSchwab US Dividend Equity ETF$2,807,701$198,376 ▼-6.6%91,5160.2%ETFKOCocaCola$2,796,977$419,037 ▲17.6%36,7780.2%Consumer StaplesCVXChevron$2,741,171$353,793 ▲14.8%13,2490.2%EnergyRTXRTX$2,706,966$295,330 ▲12.2%14,0330.2%AerospaceTJXTJX Companies$2,643,963$431,504 ▲19.5%16,5560.2%Retail/WholesaleVRTVertiv$2,636,603$565,810 ▲27.3%10,5220.2%Computer and TechnologyLAM RESEARCH CORP$2,447,903$92,087 ▲3.9%11,4570.2%COM NEWPMPhilip Morris International$2,447,032$113,919 ▲4.9%14,8000.2%Consumer StaplesMRKMerck & Co., Inc.$2,402,658$580,155 ▲31.8%19,9740.2%MedicalORCLOracle$2,256,282$391,028 ▲21.0%15,3370.2%Computer and TechnologyDVYiShares Select Dividend ETF$2,203,318$2,203,318 ▲New Holding14,5520.2%ETFMCDMcDonald's$2,160,421$76,459 ▲3.7%6,9510.2%Retail/WholesaleBACBank of America$2,141,020$130,212 ▲6.5%43,9180.2%FinancePEPPepsiCo$2,105,324$213,530 ▲11.3%13,5570.2%Consumer StaplesBSVVanguard Short-Term Bond ETF$2,085,941$29,953 ▼-1.4%26,6030.2%ETFSCHASchwab US Small-Cap ETF$2,073,479$24,311 ▲1.2%71,3030.2%ETFRCLRoyal Caribbean Cruises$2,070,454$66,869 ▲3.3%7,5240.2%Consumer DiscretionaryWELLWelltower$2,055,393$288,261 ▲16.3%10,3960.2%FinanceTAT&T$2,037,002$437,138 ▲27.3%70,2660.2%Computer and TechnologyMSMorgan Stanley$2,026,350$398,095 ▲24.4%12,3130.2%FinanceSPOTSpotify Technology$2,023,045$1,455 ▲0.1%4,1720.2%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$2,018,560$9,234 ▼-0.5%22,2970.2%ETFIBMInternational Business Machines$2,015,252$105,926 ▲5.5%8,3140.2%Computer and TechnologyWFCWells Fargo & Company$2,006,331$25,634 ▲1.3%25,2020.2%FinanceVEAVanguard FTSE Developed Markets ETF$1,962,011$78,562 ▼-3.9%30,6180.2%ETFISRGIntuitive Surgical$1,942,612$30,886 ▲1.6%4,2140.2%MedicalMCKMcKesson$1,941,868$185,187 ▲10.5%2,2440.2%MedicalBNDVanguard Total Bond Market ETF$1,907,725$93,965 ▲5.2%25,9060.2%ETFSCHXSchwab US Large-Cap ETF$1,901,105$32,204 ▲1.7%74,1460.2%ETFSLYVSPDR S&P 600 Small Cap Value ETF$1,869,291$1,106,309 ▲145.0%19,7640.2%ETFAMGNAmgen$1,867,972$349,035 ▲23.0%5,3090.2%MedicalHDHome Depot$1,846,717$418,019 ▼-18.5%5,6150.2%Retail/WholesaleADIAnalog Devices$1,811,171$39,131 ▼-2.1%5,6930.2%Computer and TechnologyNEENextEra Energy$1,773,729$425,669 ▲31.6%19,0970.2%UtilitiesBKNGBooking$1,755,703$84,206 ▼-4.6%4170.1%Retail/WholesaleINTCIntel$1,753,235$426,471 ▲32.1%39,7290.1%Computer and TechnologyQQQInvesco QQQ$1,733,201$712,788 ▲69.9%3,0030.1%FinanceITTITT$1,692,859$67,067 ▲4.1%8,8850.1%Multi-Sector ConglomeratesWMBWilliams Companies$1,669,765$587,980 ▼-26.0%22,9430.1%EnergyCDNSCadence Design Systems$1,643,323$7,502 ▼-0.5%5,9140.1%Computer and TechnologyDUKDuke Energy$1,640,113$77,776 ▲5.0%12,5260.1%UtilitiesUVSPUnivest Corporation of Pennsylvania$1,632,558$255,032 ▲18.5%47,6520.1%FinanceWBDWarner Bros. Discovery$1,619,618$19,991 ▼-1.2%58,9810.1%Consumer DiscretionaryNEMNewmont$1,614,441$85,301 ▲5.6%14,9140.1%Basic MaterialsCSXCSX$1,607,477$163,543 ▲11.3%39,1590.1%TransportationShowing 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 Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial 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. 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