Everhart Financial Group, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.17B
Q ending 2026-03-31
Prior quarter
$1.08B
Q ending 2025-12-31
Change
+8.8% QoQ · +60.6% YoY
Positions
464
reported holdings
Largest positions
Top 100 of 464 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VTV | Shares | $167.3M | 853K |
| Vanguard Index Fds | VUG | Shares | $142.2M | 326K |
| Vanguard Index Fds | VTI | Shares | $57.7M | 180K |
| Nvidia Corporation | NVDA | Shares | $43.7M | 251K |
| Dimensional Etf Trust | DFAI | Shares | $40.2M | 1.0M |
| Apple Inc | AAPL | Shares | $35.8M | 141K |
| Vanguard Bd Index Fds | BIV | Shares | $28.4M | 368K |
| Microsoft Corp | MSFT | Shares | $23.1M | 63K |
| Dimensional Etf Trust | DFAE | Shares | $20.0M | 591K |
| Amazon Com Inc | AMZN | Shares | $15.6M | 75K |
| Alphabet Inc | GOOGL | Shares | $13.8M | 48K |
| Vanguard Index Fds | VBR | Shares | $12.3M | 56K |
| Broadcom Inc | AVGO | Shares | $12.2M | 40K |
| Alphabet Inc | GOOG | Shares | $12.1M | 42K |
| Vanguard Intl Equity Index F | VWO | Shares | $11.8M | 219K |
| Vanguard Index Fds | VOE | Shares | $11.7M | 63K |
| Vanguard Index Fds | VOT | Shares | $11.3M | 44K |
| Meta Platforms Inc | META | Shares | $11.1M | 19K |
| Schwab Strategic Tr | SCHB | Shares | $10.6M | 422K |
| Schwab Strategic Tr | SCHG | Shares | $10.4M | 358K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $8.1M | 17K |
| Jpmorgan Chase & Co | JPM | Shares | $7.9M | 27K |
| Tesla Inc | TSLA | Shares | $7.9M | 21K |
| Vanguard Index Fds | VBK | Shares | $7.5M | 25K |
| Eli Lilly & Co | LLY | Shares | $7.4M | 8K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $7.3M | 11K |
| Exxon Mobil Corp | XOM | Shares | $7.2M | 43K |
| Vanguard Index Fds | VOO | Shares | $6.0M | 10K |
| Walmart Inc | WMT | Shares | $5.9M | 48K |
| Vanguard Index Fds | VNQ | Shares | $5.8M | 65K |
| Abbvie Inc | ABBV | Shares | $5.7M | 26K |
| Costco Wholesale Corporation | COST | Shares | $5.1M | 5K |
| Ge Vernova Inc | GEV | Shares | $4.9M | 6K |
| Johnson & Johnson | JNJ | Shares | $4.8M | 20K |
| Procter & Gamble Co | PG | Shares | $4.8M | 33K |
| Visa Inc | V | Shares | $4.6M | 15K |
| Ishares Tr | IVV | Shares | $4.4M | 7K |
| Spdr Series Trust | SLYG | Shares | $4.3M | 45K |
| Netflix Inc. | NFLX | Shares | $4.3M | 45K |
| Palantir Technologies Inc | PLTR | Shares | $4.1M | 28K |
| Ge Aerospace | GE | Shares | $4.1M | 14K |
| Micron Technology Inc | MU | Shares | $4.0M | 12K |
| Vanguard Specialized Funds | VIG | Shares | $3.9M | 18K |
| Schwab Strategic Tr | SCHV | Shares | $3.9M | 128K |
| Caterpillar Inc | CAT | Shares | $3.8M | 5K |
| Applied Matls Inc | AMAT | Shares | $3.7M | 11K |
| Ishares Tr | IWD | Shares | $3.6M | 17K |
| Advanced Micro Devices Inc | AMD | Shares | $3.5M | 17K |
| Mastercard Incorporated | MA | Shares | $3.4M | 7K |
| Western Digital Corp | WDC | Shares | $3.4M | 12K |
| Schwab Strategic Tr | SCHM | Shares | $3.4M | 108K |
| Vanguard Star Fds | VXUS | Shares | $3.3M | 43K |
| Quanta Svcs Inc | PWR | Shares | $3.2M | 6K |
| Goldman Sachs Group Inc | GS | Shares | $3.2M | 4K |
| Cisco Sys Inc | CSCO | Shares | $2.9M | 37K |
| Schwab Strategic Tr | SCHD | Shares | $2.8M | 92K |
| Coca Cola Co | KO | Shares | $2.8M | 37K |
| Chevron Corporation | CVX | Shares | $2.7M | 13K |
| Rtx Corporation | RTX | Shares | $2.7M | 14K |
| Tjx Cos Inc New | TJX | Shares | $2.6M | 17K |
| Vertiv Holdings Co | VRT | Shares | $2.6M | 11K |
| Lam Research Corp | LRCX | Shares | $2.4M | 11K |
| Philip Morris Intl Inc | PM | Shares | $2.4M | 15K |
| Merck & Co Inc | MRK | Shares | $2.4M | 20K |
| Oracle Corp | ORCL | Shares | $2.3M | 15K |
| Ishares Tr | DVY | Shares | $2.2M | 15K |
| Mcdonalds Corp | MCD | Shares | $2.2M | 7K |
| Bank America Corp | BAC | Shares | $2.1M | 44K |
| Pepsico Inc | PEP | Shares | $2.1M | 14K |
| Vanguard Bd Index Fds | BSV | Shares | $2.1M | 27K |
| Schwab Strategic Tr | SCHA | Shares | $2.1M | 71K |
| Royal Caribbean Group | Shares | $2.1M | 8K | |
| Welltower Inc | WELL | Shares | $2.1M | 10K |
| At&T Inc | T | Shares | $2.0M | 70K |
| Morgan Stanley | MS | Shares | $2.0M | 12K |
| Spotify Technology S A | Shares | $2.0M | 4K | |
| Ishares Tr | IEFA | Shares | $2.0M | 22K |
| International Business Machs | IBM | Shares | $2.0M | 8K |
| Wells Fargo & Co | WFC | Shares | $2.0M | 25K |
| Vanguard Tax-Managed Fds | VEA | Shares | $2.0M | 31K |
| Intuitive Surgical Inc | ISRG | Shares | $1.9M | 4K |
| Mckesson Corp | MCK | Shares | $1.9M | 2K |
| Vanguard Bd Index Fds | BND | Shares | $1.9M | 26K |
| Schwab Strategic Tr | SCHX | Shares | $1.9M | 74K |
| Spdr Series Trust | SLYV | Shares | $1.9M | 20K |
| Amgen Inc | AMGN | Shares | $1.9M | 5K |
| Home Depot Inc | HD | Shares | $1.8M | 6K |
| Analog Devices Inc | ADI | Shares | $1.8M | 6K |
| Nextera Energy Inc | NEE | Shares | $1.8M | 19K |
| Booking Holdings Inc | BKNG | Shares | $1.8M | 417 |
| Intel Corp | INTC | Shares | $1.8M | 40K |
| Invesco Qqq Tr | QQQ | Shares | $1.7M | 3K |
| Itt Inc | ITT | Shares | $1.7M | 9K |
| Williams Cos Inc | WMB | Shares | $1.7M | 23K |
| Cadence Design System Inc | CDNS | Shares | $1.6M | 6K |
| Duke Energy Corp New | DUK | Shares | $1.6M | 13K |
| Univest Financial Corporatio | UVSP | Shares | $1.6M | 48K |
| Warner Bros Discovery Inc | WBD | Shares | $1.6M | 59K |
| Newmont Corp | NEM | Shares | $1.6M | 15K |
| Csx Corp | CSX | Shares | $1.6M | 39K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.