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 $1.56B across 481 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTV ($195.3M, 12.50%), VUG ($178.3M, 11.41%), VOT ($66.2M, 4.23%), VTI ($64.7M, 4.14%), SLYG ($64.2M, 4.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $195.3M | 12.50% | 896,315 | Added |
| 2 | VUG | VANGUARD INDEX FDS | $178.3M | 11.41% | 2.1M | Added |
| 3 | VOT | VANGUARD INDEX FDS | $66.2M | 4.23% | 216,074 | Added |
| 4 | VTI | VANGUARD INDEX FDS | $64.7M | 4.14% | 174,721 | Trimmed |
| 5 | SLYG | SPDR SERIES TRUST | $64.2M | 4.11% | 538,759 | Added |
| 6 | VOE | VANGUARD INDEX FDS | $63.2M | 4.05% | 319,994 | Added |
| 7 | VBR | VANGUARD INDEX FDS | $62.1M | 3.97% | 255,385 | Added |
| 8 | AAPL | APPLE INC | $57.0M | 3.65% | 197,086 | Added |
| 9 | DFAI | DIMENSIONAL ETF TRUST | $49.8M | 3.18% | 1.2M | Added |
| 10 | NVDA | NVIDIA CORPORATION | $48.2M | 3.08% | 240,854 | Trimmed |
| 11 | BIV | VANGUARD BD INDEX FDS | $29.3M | 1.87% | 381,781 | Added |
| 12 | DFAE | DIMENSIONAL ETF TRUST | $26.4M | 1.69% | 656,464 | Added |
| 13 | MSFT | MICROSOFT CORP | $21.6M | 1.38% | 57,855 | Trimmed |
| 14 | AMZN | AMAZON COM INC | $17.5M | 1.12% | 73,488 | Trimmed |
| 15 | GOOGL | ALPHABET INC | $16.8M | 1.07% | 46,971 | Trimmed |
| 16 | GOOG | ALPHABET INC | $14.7M | 0.94% | 41,600 | Trimmed |
| 17 | AVGO | BROADCOM INC | $13.6M | 0.87% | 35,919 | Trimmed |
| 18 | MU | MICRON TECHNOLOGY INC | $12.9M | 0.83% | 11,201 | Trimmed |
| 19 | VWO | VANGUARD INTL EQUITY INDEX F | $12.5M | 0.80% | 210,158 | Trimmed |
| 20 | SCHG | SCHWAB STRATEGIC TR | $11.7M | 0.75% | 344,737 | Trimmed |
| 21 | SCHB | SCHWAB STRATEGIC TR | $11.6M | 0.74% | 400,094 | Trimmed |
| 22 | META | META PLATFORMS INC | $10.8M | 0.69% | 19,171 | Trimmed |
| 23 | AMD | ADVANCED MICRO DEVICES INC | $10.6M | 0.68% | 18,209 | Added |
| 24 | LLY | ELI LILLY & CO | $9.6M | 0.61% | 7,990 | Trimmed |
| 25 | TSLA | TESLA INC | $9.3M | 0.60% | 22,132 | Added |
Source: SEC Form 13F filings · as of 2026-06-30