Everhart Financial Group, Inc. Q2 2025 Filing
Filed August 7, 2025
Portfolio Value
$865.4B
Holdings
340
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (340 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTVVANGUARD INDEX FDS | 685,866 | $121.2B | 14.01% | |
| 2 | VUGVANGUARD INDEX FDS | 250,772 | $109.9B | 12.70% | |
| 3 | VTIVANGUARD INDEX FDS | 207,589 | $63.1B | 7.29% | |
| 4 | NVDANVIDIA CORPORATION | 208,869 | $33.0B | 3.81% | |
| 5 | BIVVANGUARD BD INDEX FDS | 418,808 | $32.4B | 3.74% | |
| 6 | MSFTMICROSOFT CORP | 53,410 | $26.6B | 3.07% | |
| 7 | AAPLAPPLE INC | 114,566 | $23.5B | 2.72% | |
| 8 | DFAIDIMENSIONAL ETF TRUST | 400,996 | $13.9B | 1.60% | |
| 9 | VWOVANGUARD INTL EQUITY INDEX F | 275,348 | $13.6B | 1.57% | |
| 10 | METAMETA PLATFORMS INC | 17,862 | $13.2B | 1.52% | |
| 11 | SCHGSCHWAB STRATEGIC TR | 440,034 | $12.9B | 1.49% | |
| 12 | AMZNAMAZON COM INC | 57,576 | $12.6B | 1.46% | |
| 13 | SCHBSCHWAB STRATEGIC TR | 464,093 | $11.1B | 1.28% | |
| 14 | AVGOBROADCOM INC | 29,394 | $8.1B | 0.94% | |
| 15 | JPMJPMORGAN CHASE & CO. | 27,501 | $8.0B | 0.92% | |
| 16 | BRK/BBERKSHIRE HATHAWAY INC DEL | 14,576 | $7.1B | 0.82% | |
| 17 | DFAEDIMENSIONAL ETF TRUST | 236,199 | $6.8B | 0.79% | |
| 18 | VBRVANGUARD INDEX FDS | 33,721 | $6.6B | 0.76% | |
| 19 | VOTVANGUARD INDEX FDS | 22,659 | $6.4B | 0.74% | |
| 20 | GOOGLALPHABET INC | 34,168 | $6.0B | 0.70% | |
| 21 | GOOGALPHABET INC | 31,910 | $5.7B | 0.65% | |
| 22 | TSLATESLA INC | 17,582 | $5.6B | 0.65% | |
| 23 | VBKVANGUARD INDEX FDS | 19,633 | $5.4B | 0.63% | |
| 24 | VOEVANGUARD INDEX FDS | 32,246 | $5.3B | 0.61% | |
| 25 | PGPROCTER AND GAMBLE CO | 32,836 | $5.2B | 0.60% | |
| 26 | LLYELI LILLY & CO | 6,516 | $5.1B | 0.59% | |
| 27 | NFLXNETFLIX INC | 3,724 | $5.0B | 0.58% | |
| 28 | COSTCOSTCO WHSL CORP NEW | 4,727 | $4.7B | 0.54% | |
| 29 | SCHVSCHWAB STRATEGIC TR | 166,535 | $4.6B | 0.53% | |
| 30 | VNQVANGUARD INDEX FDS | 49,357 | $4.4B | 0.51% | |
| 31 | VVISA INC | 12,193 | $4.3B | 0.50% | |
| 32 | VOOVANGUARD INDEX FDS | 6,757 | $3.8B | 0.44% | |
| 33 | XOMEXXON MOBIL CORP | 33,943 | $3.7B | 0.42% | |
| 34 | SCHMSCHWAB STRATEGIC TR | 127,483 | $3.6B | 0.41% | |
| 35 | WMTWALMART INC | 36,276 | $3.5B | 0.41% | |
| 36 | ABBVABBVIE INC | 19,053 | $3.5B | 0.41% | |
| 37 | IVVISHARES TR | 5,665 | $3.5B | 0.41% | |
| 38 | PLTRPALANTIR TECHNOLOGIES INC | 24,283 | $3.3B | 0.38% | |
| 39 | MAMASTERCARD INCORPORATED | 5,764 | $3.2B | 0.37% | |
| 40 | VXUSVANGUARD STAR FDS | 46,044 | $3.2B | 0.37% | |
| 41 | SCHDSCHWAB STRATEGIC TR | 118,406 | $3.1B | 0.36% | |
| 42 | GEGE AEROSPACE | 11,981 | $3.1B | 0.36% | |
| 43 | SPOTSPOTIFY TECHNOLOGY S A | 3,852 | $3.0B | 0.34% | |
| 44 | ORCLORACLE CORP | 12,535 | $2.7B | 0.32% | |
| 45 | INTUINTUIT | 3,378 | $2.7B | 0.31% | |
| 46 | GEVGE VERNOVA INC | 4,756 | $2.5B | 0.29% | |
| 47 | 4I1PHILIP MORRIS INTL INC | 13,489 | $2.5B | 0.28% | |
| 48 | BSVVANGUARD BD INDEX FDS | 30,801 | $2.4B | 0.28% | |
| 49 | HDHOME DEPOT INC | 6,207 | $2.3B | 0.26% | |
| 50 | SCHXSCHWAB STRATEGIC TR | 92,695 | $2.3B | 0.26% | |
| 51 | BNDVANGUARD BD INDEX FDS | 30,733 | $2.3B | 0.26% | |
| 52 | BKNGBOOKING HOLDINGS INC | 374 | $2.2B | 0.25% | |
| 53 | IBMINTERNATIONAL BUSINESS MACHS | 7,195 | $2.1B | 0.25% | |
| 54 | RCLROYAL CARIBBEAN GROUP | 6,658 | $2.1B | 0.24% | |
| 55 | AMDADVANCED MICRO DEVICES INC | 14,050 | $2.0B | 0.23% | |
| 56 | VGSHVANGUARD SCOTTSDALE FDS | 33,606 | $2.0B | 0.23% | |
| 57 | SCHASCHWAB STRATEGIC TR | 77,693 | $2.0B | 0.23% | |
| 58 | NOWSERVICENOW INC | 1,865 | $1.9B | 0.22% | |
| 59 | CSCOCISCO SYS INC | 27,481 | $1.9B | 0.22% | |
| 60 | JNJJOHNSON & JOHNSON | 12,401 | $1.9B | 0.22% | |
| 61 | GSGOLDMAN SACHS GROUP INC | 2,650 | $1.9B | 0.22% | |
| 62 | ISRGINTUITIVE SURGICAL INC | 3,403 | $1.8B | 0.21% | |
| 63 | ABTABBOTT LABS | 13,520 | $1.8B | 0.21% | |
| 64 | MCDMCDONALDS CORP | 6,156 | $1.8B | 0.21% | |
| 65 | KOCOCA COLA CO | 25,395 | $1.8B | 0.21% | |
| 66 | BSXBOSTON SCIENTIFIC CORP | 16,584 | $1.8B | 0.21% | |
| 67 | AQLTISHARES TR | 21,182 | $1.8B | 0.20% | |
| 68 | VEAVANGUARD TAX-MANAGED FDS | 30,953 | $1.8B | 0.20% | |
| 69 | PWRQUANTA SVCS INC | 4,600 | $1.7B | 0.20% | |
| 70 | TAT&T INC | 59,095 | $1.7B | 0.20% | |
| 71 | CDNSCADENCE DESIGN SYSTEM INC | 5,549 | $1.7B | 0.20% | |
| 72 | WFCWELLS FARGO CO NEW | 21,051 | $1.7B | 0.19% | |
| 73 | STXGEA SERIES TRUST | 36,572 | $1.7B | 0.19% | |
| 74 | VTEBVANGUARD MUN BD FDS | 33,674 | $1.7B | 0.19% | |
| 75 | BACBANK AMERICA CORP | 34,337 | $1.6B | 0.19% | |
| 76 | CRWDCROWDSTRIKE HLDGS INC | 3,167 | $1.6B | 0.19% | |
| 77 | RTXRTX CORPORATION | 11,017 | $1.6B | 0.19% | |
| 78 | TJXTJX COS INC NEW | 12,773 | $1.6B | 0.18% | |
| 79 | SPGIS&P GLOBAL INC | 2,985 | $1.6B | 0.18% | |
| 80 | PANWPALO ALTO NETWORKS INC | 7,356 | $1.5B | 0.17% | |
| 81 | CVXCHEVRON CORP NEW | 10,499 | $1.5B | 0.17% | |
| 82 | AMATAPPLIED MATLS INC | 8,126 | $1.5B | 0.17% | |
| 83 | CRMSALESFORCE INC | 5,429 | $1.5B | 0.17% | |
| 84 | CITCINTAS CORP | 6,606 | $1.5B | 0.17% | |
| 85 | UBERUBER TECHNOLOGIES INC | 15,593 | $1.5B | 0.17% | |
| 86 | VOVANGUARD INDEX FDS | 5,086 | $1.4B | 0.16% | |
| 87 | DASHDOORDASH INC | 5,745 | $1.4B | 0.16% | |
| 88 | DUKDUKE ENERGY CORP NEW | 11,909 | $1.4B | 0.16% | |
| 89 | SPYSPDR S&P 500 ETF TR | 2,226 | $1.4B | 0.16% | |
| 90 | SYKSTRYKER CORPORATION | 3,471 | $1.4B | 0.16% | |
| 91 | AXPAMERICAN EXPRESS CO | 4,254 | $1.4B | 0.16% | |
| 92 | STXVEA SERIES TRUST | 44,000 | $1.4B | 0.16% | |
| 93 | VSSVANGUARD INTL EQUITY INDEX F | 10,057 | $1.4B | 0.16% | |
| 94 | CATCATERPILLAR INC | 3,363 | $1.3B | 0.15% | |
| 95 | TTTRANE TECHNOLOGIES PLC | 2,973 | $1.3B | 0.15% | |
| 96 | PEPPEPSICO INC | 9,418 | $1.2B | 0.14% | |
| 97 | PGRPROGRESSIVE CORP | 4,644 | $1.2B | 0.14% | |
| 98 | VIGVANGUARD SPECIALIZED FUNDS | 6,050 | $1.2B | 0.14% | |
| 99 | NINISOURCE INC | 30,614 | $1.2B | 0.14% | |
| 100 | VBVANGUARD INDEX FDS | 5,155 | $1.2B | 0.14% |
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