Holders — by stockHoldings — by fund
Everhart Financial Group, Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001852858
$1.56B
disclosed book value
481
positions
12.5%
largest position share
Positions, as of 2026-06-30
top 100 of 481 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VTVVANGUARD INDEX FDS | 896,315 | $195.3M | 12.5% |
| 2 | VUGVANGUARD INDEX FDS | 2.1M | $178.3M | 11.4% |
| 3 | VOTVANGUARD INDEX FDS | 216,074 | $66.2M | 4.2% |
| 4 | VTIVANGUARD INDEX FDS | 174,721 | $64.7M | 4.1% |
| 5 | SLYGSPDR SERIES TRUST | 538,759 | $64.2M | 4.1% |
| 6 | VOEVANGUARD INDEX FDS | 319,994 | $63.2M | 4% |
| 7 | VBRVANGUARD INDEX FDS | 255,385 | $62.1M | 4% |
| 8 | AAPLAPPLE INC | 197,086 | $57.0M | 3.6% |
| 9 | DFAIDIMENSIONAL ETF TRUST | 1.2M | $49.8M | 3.2% |
| 10 | NVDANVIDIA CORPORATION | 240,854 | $48.2M | 3.1% |
| 11 | BIVVANGUARD BD INDEX FDS | 381,781 | $29.3M | 1.9% |
| 12 | DFAEDIMENSIONAL ETF TRUST | 656,464 | $26.4M | 1.7% |
| 13 | MSFTMICROSOFT CORP | 57,855 | $21.6M | 1.4% |
| 14 | AMZNAMAZON COM INC | 73,488 | $17.5M | 1.1% |
| 15 | GOOGLALPHABET INC | 46,971 | $16.8M | 1.1% |
| 16 | GOOGALPHABET INC | 41,600 | $14.7M | 0.9% |
| 17 | AVGOBROADCOM INC | 35,919 | $13.6M | 0.9% |
| 18 | MUMICRON TECHNOLOGY INC | 11,201 | $12.9M | 0.8% |
| 19 | VWOVANGUARD INTL EQUITY INDEX F | 210,158 | $12.5M | 0.8% |
| 20 | SCHGSCHWAB STRATEGIC TR | 344,737 | $11.7M | 0.7% |
| 21 | SCHBSCHWAB STRATEGIC TR | 400,094 | $11.6M | 0.7% |
| 22 | METAMETA PLATFORMS INC | 19,171 | $10.8M | 0.7% |
| 23 | AMDADVANCED MICRO DEVICES INC | 18,209 | $10.6M | 0.7% |
| 24 | LLYELI LILLY & CO | 7,990 | $9.6M | 0.6% |
| 25 | TSLATESLA INC | 22,132 | $9.3M | 0.6% |
| 26 | JPMJPMORGAN CHASE & CO | 27,883 | $9.1M | 0.6% |
| 27 | VOOVANGUARD INDEX FDS | 13,099 | $9.0M | 0.6% |
| 28 | BRK/BBERKSHIRE HATHAWAY INC DEL | 16,672 | $8.3M | 0.5% |
| 29 | VBKVANGUARD INDEX FDS | 22,179 | $8.1M | 0.5% |
| 30 | AMATAPPLIED MATLS INC | 10,084 | $7.3M | 0.5% |
| 31 | WDCWESTERN DIGITAL CORP | 11,129 | $7.1M | 0.5% |
| 32 | VNQVANGUARD INDEX FDS | 72,654 | $7.0M | 0.4% |
| 33 | ABBVABBVIE INC | 25,328 | $6.4M | 0.4% |
| 34 | GEVGE VERNOVA INC | 5,097 | $6.0M | 0.4% |
| 35 | CATCATERPILLAR INC | 5,258 | $5.6M | 0.4% |
| 36 | EXMOCEXXON MOBIL CORP | 39,836 | $5.4M | 0.3% |
| 37 | INTCINTEL CORP | 38,872 | $5.4M | 0.3% |
| 38 | SNDKSANDISK CORP | 2,377 | $5.4M | 0.3% |
| 39 | WMTWALMART INC | 45,089 | $5.1M | 0.3% |
| 40 | LRCXLAM RESEARCH CORP | 11,528 | $5.0M | 0.3% |
| 41 | GEGE AEROSPACE | 12,771 | $4.8M | 0.3% |
| 42 | JNJJOHNSON & JOHNSON | 18,334 | $4.7M | 0.3% |
| 43 | PGPROCTER & GAMBLE CO | 31,401 | $4.6M | 0.3% |
| 44 | IVVISHARES TR | 6,100 | $4.6M | 0.3% |
| 45 | CSCOCISCO SYS INC | 38,518 | $4.5M | 0.3% |
| 46 | VVISA INC | 13,148 | $4.5M | 0.3% |
| 47 | COSTCOSTCO WHOLESALE CORPORATION | 4,697 | $4.4M | 0.3% |
| 48 | SCHVSCHWAB STRATEGIC TR | 123,969 | $4.3M | 0.3% |
| 49 | SLSSELLAS LIFE SCIENCES GROUP I | 288,018 | $4.3M | 0.3% |
| 50 | PWRQUANTA SVCS INC | 5,109 | $3.7M | 0.2% |
| 51 | SCHMSCHWAB STRATEGIC TR | 98,643 | $3.6M | 0.2% |
| 52 | GSGOLDMAN SACHS GROUP INC | 3,570 | $3.6M | 0.2% |
| 53 | VXUSVANGUARD STAR FDS | 36,356 | $3.1M | 0.2% |
| 54 | MAMASTERCARD INCORPORATED | 5,996 | $3.1M | 0.2% |
| 55 | KOCOCA COLA CO | 37,830 | $3.1M | 0.2% |
| 56 | MRVLMARVELL TECHNOLOGY INC | 10,087 | $3.0M | 0.2% |
| 57 | PANWPALO ALTO NETWORKS INC | 8,553 | $2.9M | 0.2% |
| 58 | SCHDSCHWAB STRATEGIC TR | 91,241 | $2.9M | 0.2% |
| 59 | VRTVERTIV HOLDINGS CO | 8,581 | $2.9M | 0.2% |
| 60 | PMPHILIP MORRIS INTL INC | 15,494 | $2.8M | 0.2% |
| 61 | UNHUNITEDHEALTH GROUP INC | 6,732 | $2.8M | 0.2% |
| 62 | PLTRPALANTIR TECHNOLOGIES INC | 23,358 | $2.7M | 0.2% |
| 63 | NFLXNETFLIX INC. | 36,467 | $2.6M | 0.2% |
| 64 | RTXRTX CORPORATION | 13,351 | $2.5M | 0.2% |
| 65 | BACBANK OF AMER CORP | 44,011 | $2.5M | 0.2% |
| 66 | MRKMERCK & CO INC | 19,484 | $2.5M | 0.2% |
| 67 | CRWDCROWDSTRIKE HLDGS INC | 3,185 | $2.4M | 0.2% |
| 68 | MSMORGAN STANLEY | 11,479 | $2.4M | 0.2% |
| 69 | SCHASCHWAB STRATEGIC TR | 63,876 | $2.3M | 0.1% |
| 70 | ADIANALOG DEVICES INC | 5,803 | $2.3M | 0.1% |
| 71 | WELLWELLTOWER INC | 10,138 | $2.3M | 0.1% |
| 72 | CDNSCADENCE DESIGN SYSTEM INC | 6,083 | $2.3M | 0.1% |
| 73 | VEAVANGUARD TAX-MANAGED FDS | 31,199 | $2.2M | 0.1% |
| 74 | TJXTJX COS INC NEW | 14,590 | $2.2M | 0.1% |
| 75 | ROYAL CARIBBEAN GROUP | 6,921 | $2.2M | 0.1% |
| 76 | ORCLORACLE CORP | 14,938 | $2.2M | 0.1% |
| 77 | SCHXSCHWAB STRATEGIC TR | 72,888 | $2.1M | 0.1% |
| 78 | IEFAISHARES TR | 22,101 | $2.1M | 0.1% |
| 79 | IBMINTERNATIONAL BUSINESS MACHS | 7,582 | $2.1M | 0.1% |
| 80 | UVSPUNIVEST FINANCIAL CORPORATIO | 47,881 | $2.1M | 0.1% |
| 81 | QQQINVESCO QQQ TR | 2,809 | $2.1M | 0.1% |
| 82 | HDHOME DEPOT INC | 5,784 | $2.0M | 0.1% |
| 83 | BSVVANGUARD BD INDEX FDS | 25,891 | $2.0M | 0.1% |
| 84 | CVXCHEVRON CORPORATION | 11,896 | $2.0M | 0.1% |
| 85 | WFCWELLS FARGO & CO | 23,180 | $1.9M | 0.1% |
| 86 | CSXCSX CORP | 39,812 | $1.9M | 0.1% |
| 87 | SPYSTATE STR SPDR S&P 500 ETF T | 2,521 | $1.9M | 0.1% |
| 88 | BNDVANGUARD BD INDEX FDS | 25,452 | $1.9M | 0.1% |
| 89 | AMGNAMGEN INC | 5,085 | $1.8M | 0.1% |
| 90 | ANETARISTA NETWORKS INC | 10,374 | $1.8M | 0.1% |
| 91 | AXPAMERICAN EXPRESS CO | 5,208 | $1.8M | 0.1% |
| 92 | TXNTEXAS INSTRS INC | 5,873 | $1.8M | 0.1% |
| 93 | SPOTIFY TECHNOLOGY S A | 3,776 | $1.7M | 0.1% |
| 94 | VOVANGUARD INDEX FDS | 21,358 | $1.7M | 0.1% |
| 95 | HLTHILTON WORLDWIDE HLDGS INC | 5,159 | $1.7M | 0.1% |
| 96 | PEPPEPSICO INC | 12,586 | $1.7M | 0.1% |
| 97 | KLACKLA CORP | 5,589 | $1.7M | 0.1% |
| 98 | ITTITT INC | 8,523 | $1.7M | 0.1% |
| 99 | VBVANGUARD INDEX FDS | 5,559 | $1.7M | 0.1% |
| 100 | NETCLOUDFLARE INC | 6,822 | $1.7M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.