Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Everhart Financial Group, Inc. (CIK 1852858) reported $1.17B across 462 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTV ($167.3M, 14.25%), VUG ($142.2M, 12.11%), VTI ($57.7M, 4.91%), NVDA ($43.7M, 3.73%), DFAI ($40.2M, 3.42%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $167.3M | 14.25% | 852,879 | Added |
| 2 | VUG | VANGUARD INDEX FDS | $142.2M | 12.11% | 325,657 | Added |
| 3 | VTI | VANGUARD INDEX FDS | $57.7M | 4.91% | 179,893 | Trimmed |
| 4 | NVDA | NVIDIA CORPORATION | $43.7M | 3.73% | 250,857 | Added |
| 5 | DFAI | DIMENSIONAL ETF TRUST | $40.2M | 3.42% | 1.0M | Added |
| 6 | AAPL | APPLE INC | $35.8M | 3.05% | 141,157 | Added |
| 7 | BIV | VANGUARD BD INDEX FDS | $28.4M | 2.42% | 368,287 | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $23.1M | 1.97% | 62,502 | Added |
| 9 | DFAE | DIMENSIONAL ETF TRUST | $20.0M | 1.70% | 590,888 | Added |
| 10 | AMZN | AMAZON COM INC | $15.6M | 1.33% | 75,085 | Added |
| 11 | GOOGL | ALPHABET INC | $13.8M | 1.17% | 47,863 | Added |
| 12 | VBR | VANGUARD INDEX FDS | $12.3M | 1.04% | 56,396 | Added |
| 13 | AVGO | BROADCOM INC | $12.2M | 1.04% | 39,505 | Added |
| 14 | GOOG | ALPHABET INC | $12.1M | 1.03% | 42,154 | Added |
| 15 | VWO | VANGUARD INTL EQUITY INDEX F | $11.8M | 1.01% | 218,728 | Trimmed |
| 16 | VOE | VANGUARD INDEX FDS | $11.7M | 0.99% | 63,399 | Added |
| 17 | VOT | VANGUARD INDEX FDS | $11.3M | 0.97% | 44,070 | Added |
| 18 | META | META PLATFORMS INC | $11.1M | 0.95% | 19,484 | Added |
| 19 | SCHB | SCHWAB STRATEGIC TR | $10.6M | 0.90% | 421,975 | Trimmed |
| 20 | SCHG | SCHWAB STRATEGIC TR | $10.4M | 0.89% | 358,136 | Trimmed |
| 21 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $8.1M | 0.69% | 16,902 | Added |
| 22 | JPM | JPMORGAN CHASE & CO | $7.9M | 0.68% | 26,974 | Added |
| 23 | TSLA | TESLA INC | $7.9M | 0.67% | 21,248 | Added |
| 24 | VBK | VANGUARD INDEX FDS | $7.5M | 0.64% | 24,933 | Added |
| 25 | LLY | ELI LILLY & CO | $7.4M | 0.63% | 8,049 | Added |
Source: SEC Form 13F filings · as of 2026-03-31