Everhart Financial Group, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Everhart Financial Group, Inc. 13F Holdings
CIK 0001852858 · Dublin, OH
As of Sep 30, 2025, Everhart Financial Group, Inc. reported
390 positions worth $925.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD VALUE INDEX FUND | VTV | — | 754,754 |
|
40.8M15.21% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 262,574 |
25.9M | 13.60% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 202,804 | $66.6M | 7.19% |
| NVIDIA CORP | NVDA | Technology | 218,154 | $40.7M | 4.40% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 407,710 | $31.8M | 3.44% |
| APPLE INC | AAPL | Technology | 114,970 | $29.3M | 3.16% |
| MICROSOFT CORP | MSFT | Technology | 56,151 | $29.1M | 3.14% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | — | 625,322 | $22.7M | 2.46% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 442,681 |
4.1M | 1.53% |
| META PLATFORMS INC | META | Communication Services | 18,776 |
3.8M | 1.49% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 253,493 |
3.7M | 1.48% |
| AMAZON.COM INC | AMZN | Equity | 61,122 |
3.4M | 1.45% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 451,757 |
1.6M | 1.25% |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | DFAE | — | 362,226 |
1.4M | 1.23% |
| BROADCOM INC | AVGO | Technology | 31,037 |
0.2M | 1.11% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 28,689 | $9.0M | 0.98% |
| ALPHABET INC | GOOGL | Equity | 36,688 | $8.9M | 0.96% |
| ALPHABET INC | GOOG | Equity | 35,162 | $8.6M | 0.93% |
| TESLA INC | TSLA | Consumer Cyclical | 19,221 | $8.5M | 0.92% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 36,345 | $7.6M | 0.82% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 14,815 | $7.4M | 0.80% |
| VANGUARD MID-CAP GROWTH ETF | VOT | — | 24,192 | $7.1M | 0.77% |
| VANGUARD MID-CAP VALUE INDEX FUND | VOE | — | 35,694 | $6.2M | 0.67% |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | VBK | — | 20,882 | $6.2M | 0.67% |
| ELI LILLY & CO | LLY | Healthcare | 6,442 | $4.9M | 0.53% |