Everhart Financial Group, Inc.

Est. AUM

$1.17B

13F long equity only

Positions

464

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	VALUE ETF	$167.3M	852,879	14.25%	SOLE
2	VANGUARD INDEX FDS	GROWTH ETF	$142.2M	325,657	12.11%	SOLE
3	VANGUARD INDEX FDS	TOTAL STK MKT	$57.7M	179,893	4.91%	SOLE
4	NVIDIA CORPORATION	COM	$43.7M	250,857	3.73%	SOLE
5	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$40.2M	1,031,892	3.42%	SOLE
6	APPLE INC	COM	$35.8M	141,157	3.05%	SOLE
7	VANGUARD BD INDEX FDS	INTERMED TERM	$28.4M	368,287	2.42%	SOLE
8	MICROSOFT CORP	COM	$23.1M	62,502	1.97%	SOLE
9	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$20.0M	590,888	1.70%	SOLE
10	AMAZON COM INC	COM	$15.6M	75,085	1.33%	SOLE
11	ALPHABET INC	CAP STK CL A	$13.8M	47,863	1.17%	SOLE
12	VANGUARD INDEX FDS	SM CP VAL ETF	$12.3M	56,396	1.04%	SOLE
13	BROADCOM INC	COM	$12.2M	39,505	1.04%	SOLE
14	ALPHABET INC	CAP STK CL C	$12.1M	42,154	1.03%	SOLE
15	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$11.8M	218,728	1.01%	SOLE
16	VANGUARD INDEX FDS	MCAP VL IDXVIP	$11.7M	63,399	0.99%	SOLE
17	VANGUARD INDEX FDS	MCAP GR IDXVIP	$11.3M	44,070	0.97%	SOLE
18	META PLATFORMS INC	CL A	$11.1M	19,484	0.95%	SOLE
19	SCHWAB STRATEGIC TR	US BRD MKT ETF	$10.6M	421,975	0.90%	SOLE
20	SCHWAB STRATEGIC TR	US LCAP GR ETF	$10.4M	358,136	0.89%	SOLE
21	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$8.1M	16,902	0.69%	SOLE
22	JPMORGAN CHASE & CO	COM	$7.9M	26,974	0.68%	SOLE
23	TESLA INC	COM	$7.9M	21,248	0.67%	SOLE
24	VANGUARD INDEX FDS	SML CP GRW ETF	$7.5M	24,933	0.64%	SOLE
25	ELI LILLY & CO	COM	$7.4M	8,049	0.63%	SOLE
26	STATE STR SPDR S&P 500 ETF T	TR UNIT	$7.3M	11,199	0.62%	SOLE
27	EXXON MOBIL CORP	COM	$7.2M	42,535	0.61%	SOLE
28	VANGUARD INDEX FDS	S&P 500 ETF SHS	$6.0M	10,025	0.51%	SOLE
29	WALMART INC	COM	$5.9M	47,723	0.51%	SOLE
30	VANGUARD INDEX FDS	REAL ESTATE ETF	$5.8M	65,368	0.49%	SOLE
31	ABBVIE INC	COM	$5.7M	26,406	0.49%	SOLE
32	COSTCO WHOLESALE CORPORATION	COM	$5.1M	5,131	0.44%	SOLE
33	GE VERNOVA INC	COM	$4.9M	5,659	0.42%	SOLE
34	JOHNSON & JOHNSON	COM	$4.8M	19,590	0.41%	SOLE
35	PROCTER & GAMBLE CO	COM	$4.8M	33,111	0.41%	SOLE
36	VISA INC	COM CL A	$4.6M	15,121	0.39%	SOLE
37	ISHARES TR	CORE S&P500 ETF	$4.4M	6,811	0.38%	SOLE
38	SPDR SERIES TRUST	STATE STREET SPD	$4.3M	44,940	0.37%	SOLE
39	NETFLIX INC.	COM	$4.3M	44,902	0.37%	SOLE
40	PALANTIR TECHNOLOGIES INC	CL A	$4.1M	28,328	0.35%	SOLE
41	GE AEROSPACE	COM NEW	$4.1M	14,330	0.35%	SOLE
42	MICRON TECHNOLOGY INC	COM	$4.0M	11,967	0.34%	SOLE
43	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.9M	18,096	0.33%	SOLE
44	SCHWAB STRATEGIC TR	US LCAP VA ETF	$3.9M	127,518	0.33%	SOLE
45	CATERPILLAR INC	COM	$3.8M	5,310	0.32%	SOLE
46	APPLIED MATLS INC	COM	$3.7M	10,931	0.32%	SOLE
47	ISHARES TR	RUS 1000 VAL ETF	$3.6M	16,628	0.30%	SOLE
48	ADVANCED MICRO DEVICES INC	COM	$3.5M	17,256	0.30%	SOLE
49	MASTERCARD INCORPORATED	CL A	$3.4M	6,885	0.29%	SOLE
50	WESTERN DIGITAL CORP	COM	$3.4M	12,488	0.29%	SOLE

1–50 of 464

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.