Everhart Financial Group, Inc. Top Holdings and 13F Report (2026)

About Everhart Financial Group, Inc.

Investment Activity

Everhart 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: $195,333,959
Vanguard Growth ETF: $178,283,647
Vanguard Mid-Cap Growth ETF: $66,183,419
Vanguard Total Stock Market ETF: $64,653,739
SPDR 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 Holding
G2004J103 - CARNIVAL CORP LTD: $583,228 Holding
25434V773 - Dimensional International Small Cap ETF: $567,051 Holding
50187T106 - LGI Homes: $437,609 Holding
25434V872 - 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 Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VTV Vanguard Value ETF	$195,333,959	$9,466,009 â–²	5.1%	896,315	12.5%	ETF
VUG Vanguard Growth ETF	$178,283,647	$150,231,548 â–²	535.5%	2,069,696	11.4%	ETF
VOT Vanguard Mid-Cap Growth ETF	$66,183,419	$52,684,788 â–²	390.3%	216,074	4.2%	ETF
VTI Vanguard Total Stock Market ETF	$64,653,739	$1,913,846 â–¼	-2.9%	174,721	4.1%	ETF
SLYG SPDR S&P 600 Small Cap Growth ETF	$64,182,334	$58,828,634 â–²	1,098.8%	538,759	4.1%	ETF
VOE Vanguard Mid-Cap Value ETF	$63,230,730	$50,703,104 â–²	404.7%	319,994	4.0%	ETF
VBR Vanguard Small-Cap Value ETF	$62,056,110	$48,352,422 â–²	352.8%	255,385	4.0%	ETF
AAPL Apple	$57,028,826	$16,183,621 â–²	39.6%	197,086	3.6%	Computer and Technology
DFAI Dimensional International Core Equity Market ETF	$49,758,827	$7,193,296 â–²	16.9%	1,206,275	3.2%	ETF
NVDA NVIDIA	$48,192,518	$2,001,502 â–¼	-4.0%	240,854	3.1%	Computer and Technology
BIV Vanguard Intermediate-Term Bond ETF	$29,282,601	$1,034,990 â–²	3.7%	381,781	1.9%	ETF
DFAE Dimensional Emerging Core Equity Market ETF	$26,396,426	$2,636,812 â–²	11.1%	656,464	1.7%	ETF
MSFT Microsoft	$21,581,076	$1,733,424 â–¼	-7.4%	57,855	1.4%	Computer and Technology
AMZN Amazon.com	$17,515,023	$380,627 â–¼	-2.1%	73,488	1.1%	Retail/Wholesale
GOOGL Alphabet	$16,785,948	$318,773 â–¼	-1.9%	46,971	1.1%	Computer and Technology
GOOG Alphabet	$14,698,391	$195,743 â–¼	-1.3%	41,600	0.9%	Computer and Technology
AVGO Broadcom	$13,568,406	$1,354,612 â–¼	-9.1%	35,919	0.9%	Computer and Technology
MU Micron Technology	$12,929,393	$884,199 â–¼	-6.4%	11,201	0.8%	Computer and Technology
VWO Vanguard FTSE Emerging Markets ETF	$12,544,307	$511,542 â–¼	-3.9%	210,158	0.8%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$11,665,906	$453,422 â–¼	-3.7%	344,737	0.7%	ETF
SCHB Schwab US Broad Market ETF	$11,586,714	$633,673 â–¼	-5.2%	400,094	0.7%	ETF
META Meta Platforms	$10,798,613	$176,306 â–¼	-1.6%	19,171	0.7%	Computer and Technology
AMD Advanced Micro Devices	$10,577,790	$553,607 â–²	5.5%	18,209	0.7%	Computer and Technology
LLY Eli Lilly and Company	$9,583,141	$70,764 â–¼	-0.7%	7,990	0.6%	Medical
TSLA Tesla	$9,308,719	$371,810 â–²	4.2%	22,132	0.6%	Auto/Tires/Trucks
JPM JPMorgan Chase & Co.	$9,126,882	$297,541 â–²	3.4%	27,883	0.6%	Finance
VOO Vanguard S&P 500 ETF	$8,996,451	$2,111,237 â–²	30.7%	13,099	0.6%	ETF
BRK.B Berkshire Hathaway	$8,342,502	$115,090 â–¼	-1.4%	16,672	0.5%	Finance
VBK Vanguard Small-Cap Growth ETF	$8,110,927	$1,007,146 â–¼	-11.0%	22,179	0.5%	ETF
AMAT Applied Materials	$7,290,732	$612,381 â–¼	-7.7%	10,084	0.5%	Computer and Technology
WDC Western Digital	$7,108,571	$868,052 â–¼	-10.9%	11,129	0.5%	Computer and Technology
VNQ Vanguard Real Estate ETF	$7,006,029	$702,589 â–²	11.1%	72,654	0.4%	ETF
ABBV AbbVie	$6,373,521	$271,267 â–¼	-4.1%	25,328	0.4%	Medical
GE VERNOVA INC	$5,988,506	$660,298 â–¼	-9.9%	5,097	0.4%	COM
CAT Caterpillar	$5,599,066	$55,373 â–¼	-1.0%	5,258	0.4%	Industrials
XOM ExxonMobil	$5,446,378	$369,007 â–¼	-6.3%	39,836	0.3%	Energy
INTC Intel	$5,427,679	$119,663 â–¼	-2.2%	38,872	0.3%	Computer and Technology
SANDISK CORP	$5,404,656	$38,653 â–¼	-0.7%	2,377	0.3%	COM
WALMART INC	$5,106,786	$298,327 â–¼	-5.5%	45,089	0.3%	COM
LAM RESEARCH CORP	$4,995,428	$30,766 â–²	0.6%	11,528	0.3%	COM NEW
GE GE Aerospace	$4,772,917	$582,646 â–¼	-10.9%	12,771	0.3%	Aerospace
JNJ Johnson & Johnson	$4,656,179	$318,979 â–¼	-6.4%	18,334	0.3%	Medical
PG Procter & Gamble	$4,604,713	$250,758 â–¼	-5.2%	31,401	0.3%	Consumer Staples
IVV iShares Core S&P 500 ETF	$4,568,197	$532,457 â–¼	-10.4%	6,100	0.3%	ETF
CSCO Cisco Systems	$4,524,362	$145,299 â–²	3.3%	38,518	0.3%	Computer and Technology
V Visa	$4,510,947	$676,917 â–¼	-13.0%	13,148	0.3%	Business Services
COST Costco Wholesale	$4,394,245	$406,026 â–¼	-8.5%	4,697	0.3%	Retail/Wholesale
SCHV Schwab U.S. Large-Cap Value ETF	$4,315,377	$123,541 â–¼	-2.8%	123,969	0.3%	ETF
SLS SELLAS Life Sciences Group	$4,251,146	$1,127,354 â–¼	-21.0%	288,018	0.3%	Medical
PWR Quanta Services	$3,678,684	$493,227 â–¼	-11.8%	5,109	0.2%	Construction
SCHM Schwab U.S. Mid-Cap ETF	$3,636,964	$361,952 â–¼	-9.1%	98,643	0.2%	ETF
GS The Goldman Sachs Group	$3,610,922	$164,868 â–¼	-4.4%	3,570	0.2%	Finance
VXUS Vanguard Total International Stock ETF	$3,108,084	$553,122 â–¼	-15.1%	36,356	0.2%	ETF
MA Mastercard	$3,079,546	$456,590 â–¼	-12.9%	5,996	0.2%	Business Services
KO CocaCola	$3,074,467	$85,497 â–²	2.9%	37,830	0.2%	Consumer Staples
MRVL Marvell Technology	$3,004,816	$29,789 â–²	1.0%	10,087	0.2%	Computer and Technology
PANW Palo Alto Networks	$2,916,744	$275,544 â–¼	-8.6%	8,553	0.2%	Computer and Technology
SCHD Schwab US Dividend Equity ETF	$2,893,263	$8,720 â–¼	-0.3%	91,241	0.2%	ETF
VRT Vertiv	$2,873,090	$649,886 â–¼	-18.4%	8,581	0.2%	Computer and Technology
PM Philip Morris International	$2,803,020	$125,552 â–²	4.7%	15,494	0.2%	Consumer Staples
UNH UnitedHealth Group	$2,798,021	$575,648 â–²	25.9%	6,732	0.2%	Medical
PALANTIR TECHNOLOGIES INC	$2,725,178	$579,850 â–¼	-17.5%	23,358	0.2%	CL A
NFLX Netflix	$2,603,744	$602,259 â–¼	-18.8%	36,467	0.2%	Consumer Discretionary
RTX RTX	$2,533,085	$129,396 â–¼	-4.9%	13,351	0.2%	Aerospace
BAC Bank of America	$2,507,750	$5,299 â–²	0.2%	44,011	0.2%	Finance
MRK Merck & Co., Inc.	$2,503,672	$62,964 â–¼	-2.5%	19,484	0.2%	Medical
CRWD CrowdStrike	$2,430,601	$264,046 â–¼	-9.8%	3,185	0.2%	Computer and Technology
MS Morgan Stanley	$2,399,570	$174,339 â–¼	-6.8%	11,479	0.2%	Finance
SCHA Schwab US Small-Cap ETF	$2,307,828	$268,336 â–¼	-10.4%	63,876	0.1%	ETF
ADI Analog Devices	$2,304,778	$43,689 â–²	1.9%	5,803	0.1%	Computer and Technology
WELL Welltower	$2,301,022	$58,558 â–¼	-2.5%	10,138	0.1%	Finance
CDNS Cadence Design Systems	$2,283,072	$63,429 â–²	2.9%	6,083	0.1%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$2,222,905	$41,396 â–²	1.9%	31,199	0.1%	ETF
TJX TJX Companies	$2,210,415	$297,853 â–¼	-11.9%	14,590	0.1%	Retail/Wholesale
RCL Royal Caribbean Cruises	$2,197,625	$191,471 â–¼	-8.0%	6,921	0.1%	Consumer Discretionary
ORCL Oracle	$2,189,112	$58,472 â–¼	-2.6%	14,938	0.1%	Computer and Technology
SCHX Schwab US Large-Cap ETF	$2,145,090	$37,023 â–¼	-1.7%	72,888	0.1%	ETF
IEFA iShares Core MSCI EAFE ETF	$2,134,533	$18,930 â–¼	-0.9%	22,101	0.1%	ETF
IBM International Business Machines	$2,132,229	$205,855 â–¼	-8.8%	7,582	0.1%	Computer and Technology
UVSP Univest Corporation of Pennsylvania	$2,094,794	$10,019 â–²	0.5%	47,881	0.1%	Finance
QQQ Invesco QQQ	$2,068,725	$142,874 â–¼	-6.5%	2,809	0.1%	Finance
HD Home Depot	$2,039,901	$59,603 â–²	3.0%	5,784	0.1%	Retail/Wholesale
BSV Vanguard Short-Term Bond ETF	$2,017,200	$55,473 â–¼	-2.7%	25,891	0.1%	ETF
CVX Chevron	$1,971,937	$224,280 â–¼	-10.2%	11,896	0.1%	Energy
WFC Wells Fargo & Company	$1,915,595	$167,098 â–¼	-8.0%	23,180	0.1%	Finance
CSX CSX	$1,892,264	$31,037 â–²	1.7%	39,812	0.1%	Transportation
SPY SPDR S&P 500 ETF Trust	$1,882,663	$6,480,662 â–¼	-77.5%	2,521	0.1%	Finance
BND Vanguard Total Bond Market ETF	$1,868,430	$33,328 â–¼	-1.8%	25,452	0.1%	ETF
AMGN Amgen	$1,841,380	$81,115 â–¼	-4.2%	5,085	0.1%	Medical
ARISTA NETWORKS INC	$1,762,335	$66,933 â–¼	-3.7%	10,374	0.1%	COM SHS
AXP American Express	$1,761,606	$63,929 â–²	3.8%	5,208	0.1%	Finance
TXN Texas Instruments	$1,750,565	$12,519 â–¼	-0.7%	5,873	0.1%	Computer and Technology
SPOT Spotify Technology	$1,733,675	$181,815 â–¼	-9.5%	3,776	0.1%	Computer and Technology
VO Vanguard Mid-Cap ETF	$1,720,797	$1,298,534 â–²	307.5%	21,358	0.1%	ETF
HLT Hilton Worldwide	$1,704,843	$47,256 â–²	2.9%	5,159	0.1%	Consumer Discretionary
PEP PepsiCo	$1,704,088	$131,469 â–¼	-7.2%	12,586	0.1%	Consumer Staples
KLAC KLA	$1,686,257	$1,525,446 â–²	948.6%	5,589	0.1%	Computer and Technology
ITT ITT	$1,685,508	$71,589 â–¼	-4.1%	8,523	0.1%	Multi-Sector Conglomerates
VB Vanguard Small-Cap ETF	$1,684,984	$118,819 â–¼	-6.6%	5,559	0.1%	ETF
NET Cloudflare	$1,673,300	$22,566 â–²	1.4%	6,822	0.1%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Everhart Financial Group, Inc. Top Holdings and 13F Report (2026)

About Everhart Financial Group, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Everhart Financial Group, Inc. Top Holdings and 13F Report (2026)

About Everhart Financial Group, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofEverhart Financial Group, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools