Everhart Financial Group, Inc.
Q3 2026 13F filing
Updated 11 days ago495 disclosed positions worth $1.6B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $202.3M | 2.25M | 12.47% | Added(+8.5%) |
| 2 | V VANGUARD INDEX FDS | $199.4M | 922.9K | 12.29% | Added(+3.0%) |
| 3 | V VANGUARD INDEX FDS | $68.4M | 234.3K | 4.22% | Added(+8.4%) |
| 4 | V VANGUARD INDEX FDS | $66.9M | 342.0K | 4.12% | Added(+6.9%) |
| 5 | V VANGUARD INDEX FDS | $63.6M | 275.4K | 3.92% | Added(+7.8%) |
| 6 | V VANGUARD INDEX FDS | $62.8M | 167.8K | 3.87% | Trimmed(-3.9%) |
| 7 | S SPDR SERIES TRUST | $60.8M | 568.0K | 3.74% | Added(+5.4%) |
| 8 | C DIMENSIONAL ETF TRUST | $58.2M | 1.40M | 3.58% | Added(+16.4%) |
| 9 | N NVIDIA CORPORATION | $57.1M | 250.1K | 3.52% | Added(+3.9%) |
| 10 | A APPLE INC | $54.7M | 164.1K | 3.37% | Trimmed(-16.7%) |
| 11 | M MICROSOFT CORP | $32.1M | 62.5K | 1.98% | Added(+8.1%) |
| 12 | N DIMENSIONAL ETF TRUST | $29.8M | 757.3K | 1.83% | Added(+15.4%) |
| 13 | V VANGUARD BD INDEX FDS | $26.8M | 368.5K | 1.65% | Trimmed(-3.5%) |
| 14 | A AMAZON COM INC | $19.1M | 76.8K | 1.18% | Added(+4.5%) |
| 15 | G ALPHABET INC | $16.6M | 48.3K | 1.02% | Added(+2.8%) |
| 16 | M META PLATFORMS INC | $14.6M | 20.2K | 0.90% | Added(+5.3%) |
| 17 | G ALPHABET INC | $14.4M | 42.3K | 0.89% | Added(+1.6%) |
| 18 | A BROADCOM INC | $12.7M | 36.2K | 0.78% | Added(+0.7%) |
| 19 | M MICRON TECHNOLOGY INC | $12.3M | 11.5K | 0.76% | Added(+2.7%) |
| 20 | S SCHWAB STRATEGIC TR | $12.1M | 337.9K | 0.75% | Trimmed(-2.0%) |
| 21 | V VANGUARD INTL EQUITY INDEX F | $11.9M | 201.3K | 0.74% | Trimmed(-4.2%) |
| 22 | A ADVANCED MICRO DEVICES INC | $11.7M | 19.1K | 0.72% | Added(+5.1%) |
| 23 | S SCHWAB STRATEGIC TR | $11.7M | 398.5K | 0.72% | Trimmed(-0.4%) |
| 24 | V VANGUARD INDEX FDS | $10.6M | 15.2K | 0.65% | Added(+15.7%) |
| 25 | L ELI LILLY & CO | $9.6M | 8.3K | 0.59% | Added(+3.5%) |
| 26 | J JPMORGAN CHASE & CO | $9.4M | 28.5K | 0.58% | Added(+2.4%) |
| 27 | B BERKSHIRE HATHAWAY INC DEL | $8.4M | 16.8K | 0.52% | Added(+0.9%) |
| 28 | T TESLA INC | $7.7M | 21.8K | 0.48% | Trimmed(-1.7%) |
| 29 | T VANGUARD INDEX FDS | $7M | 20.8K | 0.43% | Trimmed(-6.3%) |
| 30 | A ABBVIE INC | $6.7M | 25.8K | 0.42% | Added(+1.8%) |
| 31 | X EXXONMOBIL HOLDINGS CORP | $6.7M | 41.4K | 0.42% | — |
| 32 | V VANGUARD INDEX FDS | $5.4M | 60.2K | 0.33% | Trimmed(-17.1%) |
| 33 | A APPLIED MATLS INC | $5.1M | 10.1K | 0.32% | Trimmed(-0.1%) |
| 34 | P PALANTIR TECHNOLOGIES INC | $5.1M | 27.5K | 0.32% | Added(+17.6%) |
| 35 | W WESTERN DIGITAL CORP | $5M | 11.1K | 0.31% | Trimmed(-0.4%) |
| 36 | J JOHNSON & JOHNSON | $5M | 19.0K | 0.31% | Added(+3.4%) |
| 37 | V VISA INC | $5M | 13.8K | 0.31% | Added(+5.3%) |
| 38 | I INTEL CORP | $4.8M | 40.1K | 0.30% | Added(+3.2%) |
| 39 | G GE VERNOVA INC | $4.8M | 5.1K | 0.30% | Trimmed(-0.8%) |
| 40 | E ISHARES TR | $4.7M | 6.1K | 0.29% | Trimmed(-0.2%) |
| 41 | P PROCTER & GAMBLE CO | $4.4M | 30.6K | 0.27% | Trimmed(-2.6%) |
| 42 | C CATERPILLAR INC | $4.4M | 5.4K | 0.27% | Added(+2.4%) |
| 43 | W WALMART INC | $4.2M | 40.8K | 0.26% | Trimmed(-9.6%) |
| 44 | C CISCO SYS INC | $4.2M | 38.7K | 0.26% | Added(+0.6%) |
| 45 | S SANDISK CORP | $4M | 2.3K | 0.25% | Trimmed(-2.5%) |
| 46 | S SCHWAB STRATEGIC TR | $3.9M | 118.1K | 0.24% | Trimmed(-4.8%) |
| 47 | G GE AEROSPACE | $3.9M | 12.5K | 0.24% | Trimmed(-2.1%) |
| 48 | C COSTCO WHOLESALE CORPORATION | $3.9M | 4.2K | 0.24% | Trimmed(-9.9%) |
| 49 | L LAM RESEARCH CORP | $3.8M | 11.6K | 0.24% | Added(+0.9%) |
| 50 | C CROWDSTRIKE HLDGS INC | $3.6M | 13.5K | 0.22% | Added(+324.3%) |