Everhart Financial Group
$1.2B Assets Reported
491 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 852,879 | $167M | 14.2% |
| VUG | VANGUARD INDEX FDS | 325,657 | $142M | 12.1% |
| VTI | VANGUARD INDEX FDS | 179,893 | $58M | 4.9% |
| NVDA | NVIDIA CORPORATION | 250,857 | $44M | 3.7% |
| DFAI | DIMENSIONAL ETF TRUST | 1,031,892 | $40M | 3.4% |
| AAPL | APPLE INC | 141,157 | $36M | 3.1% |
| BIV | VANGUARD BD INDEX FDS | 368,287 | $28M | 2.4% |
| MSFT | MICROSOFT CORP | 62,502 | $23M | 2.0% |
| DFAE | DIMENSIONAL ETF TRUST | 590,888 | $20M | 1.7% |
| AMZN | AMAZON COM INC | 75,085 | $16M | 1.3% |
Track Everhart Financial Group's 13F portfolio: $1.2B in reported holdings, 491 positions. Top holdings, AUM, and quarterly changes on SentiSense.