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
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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