Everhart Financial Group
$1.6B 13F equity value
519 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Everhart Financial Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 896,315 | $195M | 12.5% |
| VUG | VANGUARD INDEX FDS | 2,069,696 | $178M | 11.4% |
| VOT | VANGUARD INDEX FDS | 216,074 | $66M | 4.2% |
| VTI | VANGUARD INDEX FDS | 174,721 | $65M | 4.1% |
| SLYG | SPDR SERIES TRUST | 538,759 | $64M | 4.1% |
| VOE | VANGUARD INDEX FDS | 319,994 | $63M | 4.0% |
| VBR | VANGUARD INDEX FDS | 255,385 | $62M | 4.0% |
| AAPL | APPLE INC | 197,086 | $57M | 3.6% |
| DFAI | DIMENSIONAL ETF TRUST | 1,206,275 | $50M | 3.2% |
| NVDA | NVIDIA CORPORATION | 240,854 | $48M | 3.1% |
Track Everhart Financial Group's 13F portfolio: $1.6B in reported holdings, 519 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}