CIK 1852858
Everhart Financial Group, Inc.
Institutional 13F holdings & portfolio
Holdings
417
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 417
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 813K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 285K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 184K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 228K | $1M+ | SH |
| AAPL | APPLE INC | 124K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 849K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 382K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 58K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 489K | $1M+ | SH |
| AMZN | AMAZON COM INC | 69K | $1M+ | SH |
| GOOGL | ALPHABET INC | 42K | $1M+ | SH |
| META | META PLATFORMS INC | 19K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 232K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 367K | $1M+ | SH |
| GOOG | ALPHABET INC | 38K | $1M+ | SH |
| AVGO | BROADCOM INC | 33K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 426K | $1M+ | SH |
| TSLA | TESLA INC | 20K | $1M+ | SH |
| LLY | ELI LILLY & CO | 8K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 38K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 15K | $1M+ | SH |
| VOT | VANGUARD INDEX FDS | 27K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 23K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 40K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 23K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 9K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 60K | $1M+ | SH |
| ABBV | ABBVIE INC | 21K | $1M+ | SH |
| WMT | WALMART INC | 42K | $1M+ | SH |
| V | VISA INC | 13K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 25K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 37K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 5K | $1M+ | SH |
| IVV | ISHARES TR | 6K | $1M+ | SH |
| GE | GE AEROSPACE | 13K | $1M+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 129K | $1M+ | SH |
| NFLX | NETFLIX INC | 39K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 25K | $1M+ | SH |
| GEV | GE VERNOVA INC | 5K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 6K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 15K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 107K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 15K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 41K | $1M+ | SH |
| INTU | INTUIT | 4K | $1M+ | SH |
| CSCO | CISCO SYS INC | 36K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 10K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 98K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 3K | $1M+ | SH |
| CAT | CATERPILLAR INC | 5K | $1M+ | SH |