# Everhart Financial Group, Inc.

> Institutional holdings reported to the SEC as of Q3 2026 on Form 13F. CIK 1852858. Source: https://holderbook.com/funds/1852858-everhart-financial-group-inc/

- Reported value: $1.6B
- Positions: 495
- Weight of the ten largest: 55.1%
- Filed: 2026-10-08

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $202.3M | 2,245,503 | 12.5% | 24 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $199.4M | 922,916 | 12.3% | 24 |
| VANGUARD INDEX FDS | [VOT](https://holderbook.com/stocks/VOT/) | $68.4M | 234,303 | 4.2% | 24 |
| VANGUARD INDEX FDS | [VOE](https://holderbook.com/stocks/VOE/) | $66.9M | 342,034 | 4.1% | 24 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $63.6M | 275,370 | 3.9% | 24 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $62.8M | 167,850 | 3.9% | 24 |
| SPDR SERIES TRUST | [SLYG](https://holderbook.com/stocks/SLYG/) | $60.8M | 567,965 | 3.7% | 6 |
| DIMENSIONAL ETF TRUST | [DFAI](https://holderbook.com/stocks/DFAI/) | $58.2M | 1,404,497 | 3.6% | 7 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $57.1M | 250,133 | 3.5% | 24 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $54.7M | 164,127 | 3.4% | 24 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $32.1M | 62,525 | 2.0% | 24 |
| DIMENSIONAL ETF TRUST | [DFAE](https://holderbook.com/stocks/DFAE/) | $29.8M | 757,265 | 1.8% | 7 |
| VANGUARD BD INDEX FDS | [BIV](https://holderbook.com/stocks/BIV/) | $26.8M | 368,484 | 1.7% | 24 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $19.1M | 76,804 | 1.2% | 24 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $16.6M | 48,279 | 1.0% | 22 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $14.6M | 20,178 | 0.9% | 24 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $14.4M | 42,263 | 0.9% | 22 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $12.7M | 36,185 | 0.8% | 20 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $12.3M | 11,506 | 0.8% | 12 |
| SCHWAB STRATEGIC TR | [SCHG](https://holderbook.com/stocks/SCHG/) | $12.1M | 337,943 | 0.7% | 24 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $11.9M | 201,314 | 0.7% | 24 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $11.7M | 19,130 | 0.7% | 20 |
| SCHWAB STRATEGIC TR | [SCHB](https://holderbook.com/stocks/SCHB/) | $11.7M | 398,459 | 0.7% | 24 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $10.6M | 15,158 | 0.7% | 24 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $9.6M | 8,273 | 0.6% | 20 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $9.4M | 28,544 | 0.6% | 24 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $8.4M | 16,826 | 0.5% | 22 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $7.7M | 21,765 | 0.5% | 24 |
| VANGUARD INDEX FDS | [VBK](https://holderbook.com/stocks/VBK/) | $7.0M | 20,780 | 0.4% | 24 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $6.7M | 25,782 | 0.4% | 20 |
| EXXONMOBIL HOLDINGS CORP COM SHS | [XOM](https://holderbook.com/stocks/XOM/) | $6.7M | 41,417 | 0.4% | 1 |
| VANGUARD INDEX FDS | [VNQ](https://holderbook.com/stocks/VNQ/) | $5.4M | 60,226 | 0.3% | 24 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $5.1M | 10,069 | 0.3% | 15 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $5.1M | 27,466 | 0.3% | 14 |
| WESTERN DIGITAL CORP | [WDC](https://holderbook.com/stocks/WDC/) | $5.0M | 11,089 | 0.3% | 12 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $5.0M | 18,959 | 0.3% | 24 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $5.0M | 13,842 | 0.3% | 22 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $4.8M | 40,106 | 0.3% | 7 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $4.8M | 5,055 | 0.3% | 10 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $4.7M | 6,088 | 0.3% | 21 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $4.4M | 30,585 | 0.3% | 24 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $4.4M | 5,383 | 0.3% | 16 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $4.2M | 40,776 | 0.3% | 24 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $4.2M | 38,735 | 0.3% | 22 |
| SANDISK CORP | [SNDK](https://holderbook.com/stocks/SNDK/) | $4.0M | 2,317 | 0.2% | 5 |
| SCHWAB STRATEGIC TR | [SCHV](https://holderbook.com/stocks/SCHV/) | $3.9M | 118,084 | 0.2% | 24 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $3.9M | 12,505 | 0.2% | 17 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $3.9M | 4,232 | 0.2% | 21 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $3.8M | 11,633 | 0.2% | 7 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $3.6M | 13,515 | 0.2% | 12 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $3.6M | 41,283 | 0.2% | 20 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $3.5M | 6,381 | 0.2% | 21 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $3.5M | 8,739 | 0.2% | 14 |
| QUANTA SVCS INC | [PWR](https://holderbook.com/stocks/PWR/) | $3.3M | 5,187 | 0.2% | 18 |
| SCHWAB STRATEGIC TR | [SCHM](https://holderbook.com/stocks/SCHM/) | $3.3M | 97,785 | 0.2% | 24 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $3.3M | 3,660 | 0.2% | 18 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $3.0M | 15,726 | 0.2% | 19 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $3.0M | 92,020 | 0.2% | 24 |
| SELLAS LIFE SCIENCES GROUP I | [SLS](https://holderbook.com/stocks/SLS/) | $3.0M | 240,213 | 0.2% | 5 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $2.9M | 20,241 | 0.2% | 19 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $2.9M | 34,462 | 0.2% | 24 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $2.7M | 10,115 | 0.2% | 6 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $2.6M | 12,726 | 0.2% | 19 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $2.5M | 13,676 | 0.2% | 12 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $2.5M | 6,869 | 0.2% | 22 |
| WELLTOWER INC | [WELL](https://holderbook.com/stocks/WELL/) | $2.5M | 10,657 | 0.2% | 15 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $2.4M | 44,763 | 0.2% | 24 |
| CLOUDFLARE INC | [NET](https://holderbook.com/stocks/NET/) | $2.4M | 6,960 | 0.1% | 11 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $2.4M | 6,092 | 0.1% | 15 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $2.4M | 34,622 | 0.1% | 17 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $2.4M | 3,247 | 0.1% | 12 |
| MARATHON PETE CORP | [MPC](https://holderbook.com/stocks/MPC/) | $2.3M | 5,821 | 0.1% | 19 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $2.2M | 31,786 | 0.1% | 24 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $2.2M | 5,299 | 0.1% | 18 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $2.2M | 11,702 | 0.1% | 11 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $2.2M | 10,746 | 0.1% | 8 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $2.2M | 71,711 | 0.1% | 24 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $2.1M | 21,371 | 0.1% | 24 |
| SCHWAB STRATEGIC TR | [SCHA](https://holderbook.com/stocks/SCHA/) | $2.1M | 62,982 | 0.1% | 24 |
| VERTIV HOLDINGS CO | [VRT](https://holderbook.com/stocks/VRT/) | $2.1M | 8,513 | 0.1% | 6 |
| UNIVEST FINANCIAL CORPORATIO | [UVSP](https://holderbook.com/stocks/UVSP/) | $2.0M | 49,737 | 0.1% | 13 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $2.0M | 2,574 | 0.1% | 24 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $1.9M | 23,996 | 0.1% | 15 |
| CSX CORP | [CSX](https://holderbook.com/stocks/CSX/) | $1.9M | 40,815 | 0.1% | 24 |
| CADENCE DESIGN SYSTEM INC | [CDNS](https://holderbook.com/stocks/CDNS/) | $1.9M | 5,718 | 0.1% | 18 |
| VANGUARD BD INDEX FDS | [BSV](https://holderbook.com/stocks/BSV/) | $1.9M | 24,541 | 0.1% | 17 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $1.8M | 13,453 | 0.1% | 22 |
| SPOTIFY TECHNOLOGY S A | [SPOT](https://holderbook.com/stocks/SPOT/) | $1.8M | 3,746 | 0.1% | 15 |
| DELL TECHNOLOGIES INC | [DELL](https://holderbook.com/stocks/DELL/) | $1.8M | 3,347 | 0.1% | 3 |
| ROYAL CARIBBEAN GROUP | [RCL](https://holderbook.com/stocks/RCL/) | $1.8M | 6,643 | 0.1% | 16 |
| PIMCO ETF TR | [PYLD](https://holderbook.com/stocks/PYLD/) | $1.7M | 68,523 | 0.1% | 4 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $1.7M | 22,159 | 0.1% | 24 |
| ITT INC | [ITT](https://holderbook.com/stocks/ITT/) | $1.7M | 8,589 | 0.1% | 17 |
| MCKESSON CORP | [MCK](https://holderbook.com/stocks/MCK/) | $1.7M | 2,028 | 0.1% | 18 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $1.7M | 6,063 | 0.1% | 19 |
| NEWMONT CORP | [NEM](https://holderbook.com/stocks/NEM/) | $1.7M | 14,576 | 0.1% | 10 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $1.7M | 2,458 | 0.1% | 19 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $1.6M | 12,310 | 0.1% | 18 |
| HILTON WORLDWIDE HLDGS INC | [HLT](https://holderbook.com/stocks/HLT/) | $1.6M | 5,116 | 0.1% | 15 |
| WARNER BROS DISCOVERY INC | [WBD](https://holderbook.com/stocks/WBD/) | $1.6M | 51,863 | 0.1% | 11 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +15.0% | +14.8% | +0.2% | 100% |
| Q1 2026 | -3.2% | -4.6% | +1.5% | 100% |
| Q4 2025 | +1.8% | +2.4% | -0.6% | 100% |
| Q3 2025 | +7.3% | +7.8% | -0.5% | 100% |
| Q2 2025 | +10.2% | +10.5% | -0.2% | 100% |
| Q1 2025 | -5.0% | -4.6% | -0.5% | 100% |
| Q4 2024 | +1.9% | +2.1% | -0.3% | 100% |
| Q3 2024 | +5.3% | +5.4% | -0.1% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q3 2026 | $1.6B | 495 |
| 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 |