Q2 2026 13F · SEC CIK 1852858

Everhart Financial Group, Inc.

Wealth managerFiled 2026-07-09 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.6B
Reported positions: 481
Top holdings a year, 3 yrs: +21.2%
Assets under management: $2.5B

Everhart Financial Group, Inc. is a wealth manager that reported 481 positions worth $1.6B in its Q2 2026 13F, filed 2026-07-09. Its largest holdings were Vanguard Value ETF (VTV, 12.5%), Vanguard Indx Fd (VUG, 11.4%), Vanguard Index Fds (VOT, 4.2%). A portfolio copying its top holdings returned 21.2% a year over the last 3 years, against 20.4% for the S&P 500.

Everhart Financial Group, Inc. holdings largest 50 of 481 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Everhart Financial Group, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VTVVanguard Value ETF	12.5%	14.2%	896,315	+5.1%	$195.3M
VUGVanguard Indx Fd	11.4%	12.1%	2,069,696	+535.5%	$178.3M
VOTVanguard Index Fds	4.2%	1.0%	216,074	+390.3%	$66.2M
VTIVanguard Index Fds	4.1%	4.9%	174,721	-2.9%	$64.7M
SLYGSpdr Series Trust	4.1%	0.4%	538,759	+1098.8%	$64.2M
VOEVanguard Index Fds	4.0%	1.0%	319,994	+404.7%	$63.2M
VBRVanguard Small Cap Value ETF	4.0%	1.0%	255,385	+352.8%	$62.1M
AAPLApple Inc	3.6%	3.0%	197,086	+39.6%	$57.0M
DFAIDimensional International Core Equity Ma	3.2%	3.4%	1,206,275	+16.9%	$49.8M
NVDANvidia Corporation Com	3.1%	3.7%	240,854	-4.0%	$48.2M
BIVVanguard Bd Index Fds	1.9%	2.4%	381,781	+3.7%	$29.3M
DFAEDimensional ETF Trust	1.7%	1.7%	656,464	+11.1%	$26.4M
MSFTMicrosoft Corp	1.4%	2.0%	57,855	-7.4%	$21.6M
AMZNAmazon Com Inc Com	1.1%	1.3%	73,488	-2.1%	$17.5M
GOOGLAlphabet Inc	1.1%	1.2%	46,971	-1.9%	$16.8M
GOOGAlphabet Inc	0.9%	1.0%	41,600	-1.3%	$14.7M
AVGOBroadcom Inc	0.9%	1.0%	35,919	-9.1%	$13.6M
MUMicron Technology Inc	0.8%	0.3%	11,201	-6.4%	$12.9M
VWOVanguard Intl Equity Index F	0.8%	1.0%	210,158	-3.9%	$12.5M
SCHGSchwab U.s. Large-Cap Growth ETF	0.7%	0.9%	344,737	-3.7%	$11.7M
SCHBSchwb US Broad	0.7%	0.9%	400,094	-5.2%	$11.6M
METAMeta Platforms Inc Class A	0.7%	0.9%	19,171	-1.6%	$10.8M
AMDAdvanced Micro Devices Inc	0.7%	0.3%	18,209	+5.5%	$10.6M
LLYLilly Eli & Co	0.6%	0.6%	7,990	-0.7%	$9.6M
TSLATesla Inc Com	0.6%	0.7%	22,132	+4.2%	$9.3M
JPMJpmorgan Chase & Co	0.6%	0.7%	27,883	+3.4%	$9.1M
VOOVanguard S&p 500 ETF	0.6%	0.5%	13,099	+30.7%	$9.0M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.7%	16,672	-1.4%	$8.3M
VBKVanguard Small Cap Growth ETF	0.5%	0.6%	22,179	-11.0%	$8.1M
AMATApplied Matls Inc	0.5%	0.3%	10,084	-7.7%	$7.3M
WDCWestern Digital Corp	0.5%	0.3%	11,129	-10.9%	$7.1M
VNQVanguard Real Estate ETF	0.4%	0.5%	72,654	+11.1%	$7.0M
ABBVAbbvie Inc	0.4%	0.5%	25,328	-4.1%	$6.4M
GEVGe Vernova Inc	0.4%	0.4%	5,097	-9.9%	$6.0M
CATCaterpillar Inc Com	0.4%	0.3%	5,258	-1.0%	$5.6M
XOMExxon Mobil Corp	0.3%	0.6%	39,836	-6.3%	$5.4M
INTCIntel Corp	0.3%	—	38,872	—	$5.4M
SNDKSandisk Corp	0.3%	—	2,377	—	$5.4M
WMTWalmart Inc	0.3%	0.5%	45,089	-5.5%	$5.1M
LRCXLam Research Corp	0.3%	—	11,528	—	$5.0M
GEGe Aerospace	0.3%	0.3%	12,771	-10.9%	$4.8M
JNJJohnson & Johnson	0.3%	0.4%	18,334	-6.4%	$4.7M
PGProcter & Gamble Co Com	0.3%	0.4%	31,401	-5.2%	$4.6M
IVVIshares Core S&p 500 ETF	0.3%	0.4%	6,100	-10.4%	$4.6M
CSCOCisco Sys Inc	0.3%	—	38,518	—	$4.5M
VVisa Inc Com Cl A	0.3%	0.4%	13,148	-13.0%	$4.5M
COSTCostco Whsl Corp New	0.3%	0.4%	4,697	-8.5%	$4.4M
SCHVSchwab Strategic Tr	0.3%	0.3%	123,969	-2.8%	$4.3M
SLSSellas Life Sciences Group I	0.3%	—	288,018	—	$4.3M
PWRQuanta Svcs Inc Com	0.2%	—	5,109	—	$3.7M

What Everhart Financial Group, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.8% /yr; S&P 500 +20.1%
3 years: +21.2% /yr; S&P 500 +20.4%
5 years: +11.0% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.6B	481
Q1 2026	$1.2B	464
Q4 2025	$1.1B	417
Q3 2025	$997.8M	390
Q2 2025	$865.4M	340
Q1 2025	$731.3M	328
Q4 2024	$485.9M	309
Q3 2024	$451.4M	316
Q2 2024	$385.4M	293
Q1 2024	$343.5M	277
Q4 2023	$282.3M	240
Q3 2023	$235.7M	213

Questions about Everhart Financial Group, Inc.'s portfolio

What stocks does Everhart Financial Group, Inc. own?

Everhart Financial Group, Inc.'s latest 13F, for Q2 2026 and filed Jul 9, 2026, lists 481 positions worth $1.6B. The largest are Vanguard Value ETF (VTV) at 12.5%, Vanguard Indx Fd (VUG) at 11.4%, Vanguard Index Fds (VOT) at 4.2%, Vanguard Index Fds (VTI) at 4.1% and Spdr Series Trust (SLYG) at 4.1%.

What did Everhart Financial Group, Inc. buy last quarter?

In Q2 2026, Everhart Financial Group, Inc. added Spdr Series Trust (SLYG) (+1098.8% shares), Vanguard Indx Fd (VUG) (+535.5% shares) and Vanguard Index Fds (VOE) (+404.7% shares), compared with its Q1 2026 filing.

What did Everhart Financial Group, Inc. sell last quarter?

In Q2 2026, Everhart Financial Group, Inc. cut from its top 50 Spdr S&p 500 ETF Tr (SPY), cut from its top 50 Netflix Inc Total (NFLX), cut from its top 50 Palantir Technologies Inclass Class A (PLTR), cut from its top 50 Vanguard Dividend Appreciation ETF (VIG), cut from its top 50 Ishares Russell 1000 Value ETF (IWD), Visa Inc Com Cl A (V) (-13.0% shares), Vanguard Small Cap Growth ETF (VBK) (-11.0% shares) and Western Digital Corp (WDC) (-10.9% shares), compared with its Q1 2026 filing.

How has Everhart Financial Group, Inc.'s portfolio performed?

A portfolio copying Everhart Financial Group, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +21.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.8% against +20.1%. Over 5 years: +11.0% a year against +11.6%.

When is Everhart Financial Group, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Everhart Financial Group, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Everhart Financial Group, Inc. manage?

Everhart Financial Group, Inc. reported $2.5B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.6B.