Everhart Financial Group, Inc. Q4 2025 Filing
Filed January 7, 2026
Portfolio Value
$1.1T
Holdings
417
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (417 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTVVANGUARD INDEX FDS | 813,302 | $155.3B | 14.39% | |
| 2 | VUGVANGUARD INDEX FDS | 284,541 | $138.8B | 12.86% | |
| 3 | VTIVANGUARD INDEX FDS | 184,403 | $61.8B | 5.73% | |
| 4 | NVDANVIDIA CORPORATION | 228,421 | $42.6B | 3.95% | |
| 5 | AAPLAPPLE INC | 124,008 | $33.7B | 3.12% | |
| 6 | DFAIDIMENSIONAL ETF TRUST | 848,859 | $32.4B | 3.00% | |
| 7 | BIVVANGUARD BD INDEX FDS | 381,643 | $29.7B | 2.75% | |
| 8 | MSFTMICROSOFT CORP | 57,545 | $27.8B | 2.58% | |
| 9 | DFAEDIMENSIONAL ETF TRUST | 488,575 | $15.9B | 1.47% | |
| 10 | AMZNAMAZON COM INC | 68,540 | $15.8B | 1.47% | |
| 11 | GOOGLALPHABET INC | 42,230 | $13.2B | 1.22% | |
| 12 | METAMETA PLATFORMS INC | 18,974 | $12.5B | 1.16% | |
| 13 | VWOVANGUARD INTL EQUITY INDEX F | 231,501 | $12.4B | 1.15% | |
| 14 | SCHGSCHWAB STRATEGIC TR | 366,612 | $12.0B | 1.11% | |
| 15 | GOOGALPHABET INC | 37,774 | $11.9B | 1.10% | |
| 16 | AVGOBROADCOM INC | 33,465 | $11.6B | 1.07% | |
| 17 | SCHBSCHWAB STRATEGIC TR | 425,763 | $11.2B | 1.03% | |
| 18 | TSLATESLA INC | 19,763 | $8.9B | 0.82% | |
| 19 | LLYELI LILLY & CO | 7,574 | $8.1B | 0.75% | |
| 20 | VBRVANGUARD INDEX FDS | 38,208 | $8.1B | 0.75% | |
| 21 | BRK/BBERKSHIRE HATHAWAY INC DEL | 15,318 | $7.7B | 0.71% | |
| 22 | VOTVANGUARD INDEX FDS | 26,609 | $7.4B | 0.69% | |
| 23 | JPMJPMORGAN CHASE & CO. | 22,843 | $7.4B | 0.68% | |
| 24 | VOEVANGUARD INDEX FDS | 39,572 | $7.0B | 0.65% | |
| 25 | VBKVANGUARD INDEX FDS | 23,046 | $7.0B | 0.64% | |
| 26 | VOOVANGUARD INDEX FDS | 8,813 | $5.5B | 0.51% | |
| 27 | VNQVANGUARD INDEX FDS | 60,166 | $5.3B | 0.49% | |
| 28 | ABBVABBVIE INC | 20,650 | $4.7B | 0.44% | |
| 29 | WMTWALMART INC | 42,104 | $4.7B | 0.43% | |
| 30 | VVISA INC | 13,275 | $4.7B | 0.43% | |
| 31 | PLTRPALANTIR TECHNOLOGIES INC | 25,435 | $4.5B | 0.42% | |
| 32 | XOMEXXON MOBIL CORP | 36,935 | $4.4B | 0.41% | |
| 33 | COSTCOSTCO WHSL CORP NEW | 5,088 | $4.4B | 0.41% | |
| 34 | IVVISHARES TR | 5,957 | $4.1B | 0.38% | |
| 35 | GEGE AEROSPACE | 12,557 | $3.9B | 0.36% | |
| 36 | SCHVSCHWAB STRATEGIC TR | 129,225 | $3.8B | 0.35% | |
| 37 | NFLXNETFLIX INC | 39,228 | $3.7B | 0.34% | |
| 38 | PGPROCTER AND GAMBLE CO | 24,666 | $3.5B | 0.33% | |
| 39 | GEVGE VERNOVA INC | 5,305 | $3.5B | 0.32% | |
| 40 | MAMASTERCARD INCORPORATED | 5,981 | $3.4B | 0.32% | |
| 41 | AMDADVANCED MICRO DEVICES INC | 15,371 | $3.3B | 0.30% | |
| 42 | SCHMSCHWAB STRATEGIC TR | 107,357 | $3.2B | 0.30% | |
| 43 | JNJJOHNSON & JOHNSON | 14,989 | $3.1B | 0.29% | |
| 44 | VXUSVANGUARD STAR FDS | 41,048 | $3.1B | 0.29% | |
| 45 | INTUINTUIT | 4,260 | $2.8B | 0.26% | |
| 46 | CSCOCISCO SYS INC | 35,855 | $2.8B | 0.26% | |
| 47 | MUMICRON TECHNOLOGY INC | 9,635 | $2.7B | 0.25% | |
| 48 | SCHDSCHWAB STRATEGIC TR | 97,982 | $2.7B | 0.25% | |
| 49 | GSGOLDMAN SACHS GROUP INC | 2,974 | $2.6B | 0.24% | |
| 50 | CATCATERPILLAR INC | 4,555 | $2.6B | 0.24% | |
| 51 | AMATAPPLIED MATLS INC | 9,720 | $2.5B | 0.23% | |
| 52 | ORCLORACLE CORP | 12,679 | $2.5B | 0.23% | |
| 53 | AXPAMERICAN EXPRESS CO | 6,552 | $2.4B | 0.22% | |
| 54 | SPOTSPOTIFY TECHNOLOGY S A | 4,169 | $2.4B | 0.22% | |
| 55 | HDHOME DEPOT INC | 6,886 | $2.4B | 0.22% | |
| 56 | ISRGINTUITIVE SURGICAL INC | 4,147 | $2.3B | 0.22% | |
| 57 | BKNGBOOKING HOLDINGS INC | 437 | $2.3B | 0.22% | |
| 58 | IBMINTERNATIONAL BUSINESS MACHS | 7,877 | $2.3B | 0.22% | |
| 59 | PWRQUANTA SVCS INC | 5,500 | $2.3B | 0.21% | |
| 60 | WFCWELLS FARGO CO NEW | 24,880 | $2.3B | 0.21% | |
| 61 | RTXRTX CORPORATION | 12,502 | $2.3B | 0.21% | |
| 62 | BACBANK AMERICA CORP | 41,247 | $2.3B | 0.21% | |
| 63 | 4I1PHILIP MORRIS INTL INC | 14,111 | $2.3B | 0.21% | |
| 64 | KOCOCA COLA CO | 31,268 | $2.2B | 0.20% | |
| 65 | WDCWESTERN DIGITAL CORP | 12,568 | $2.2B | 0.20% | |
| 66 | TJXTJX COS INC NEW | 13,854 | $2.1B | 0.20% | |
| 67 | BSVVANGUARD BD INDEX FDS | 26,985 | $2.1B | 0.20% | |
| 68 | MCDMCDONALDS CORP | 6,705 | $2.0B | 0.19% | |
| 69 | RCLROYAL CARIBBEAN GROUP | 7,281 | $2.0B | 0.19% | |
| 70 | APPAPPLOVIN CORP | 2,985 | $2.0B | 0.19% | |
| 71 | SCHASCHWAB STRATEGIC TR | 70,467 | $2.0B | 0.19% | |
| 72 | AQLTISHARES TR | 22,399 | $2.0B | 0.19% | |
| 73 | VEAVANGUARD TAX-MANAGED FDS | 31,844 | $2.0B | 0.18% | |
| 74 | SPGIS&P GLOBAL INC | 3,801 | $2.0B | 0.18% | |
| 75 | SCHXSCHWAB STRATEGIC TR | 72,890 | $2.0B | 0.18% | |
| 76 | LRCXLAM RESEARCH CORP | 11,026 | $1.9B | 0.17% | |
| 77 | WMBWILLIAMS COS INC | 31,022 | $1.9B | 0.17% | |
| 78 | CDNSCADENCE DESIGN SYSTEM INC | 5,941 | $1.9B | 0.17% | |
| 79 | BNDVANGUARD BD INDEX FDS | 24,630 | $1.8B | 0.17% | |
| 80 | CVXCHEVRON CORP NEW | 11,539 | $1.8B | 0.16% | |
| 81 | SLSSELLAS LIFE SCIENCES GROUP I | 466,216 | $1.8B | 0.16% | |
| 82 | DWDMORGAN STANLEY | 9,894 | $1.8B | 0.16% | |
| 83 | PEPPEPSICO INC | 12,182 | $1.7B | 0.16% | |
| 84 | WBDWARNER BROS DISCOVERY INC | 59,709 | $1.7B | 0.16% | |
| 85 | MCKMCKESSON CORP | 2,030 | $1.7B | 0.15% | |
| 86 | WELLWELLTOWER INC | 8,938 | $1.7B | 0.15% | |
| 87 | BSXBOSTON SCIENTIFIC CORP | 17,087 | $1.6B | 0.15% | |
| 88 | VTEBVANGUARD MUN BD FDS | 32,084 | $1.6B | 0.15% | |
| 89 | MRKMERCK & CO INC | 15,151 | $1.6B | 0.15% | |
| 90 | ABTABBOTT LABS | 12,662 | $1.6B | 0.15% | |
| 91 | ADIANALOG DEVICES INC | 5,816 | $1.6B | 0.15% | |
| 92 | CRWDCROWDSTRIKE HLDGS INC | 3,343 | $1.6B | 0.15% | |
| 93 | VBVANGUARD INDEX FDS | 6,018 | $1.6B | 0.14% | |
| 94 | VOVANGUARD INDEX FDS | 5,307 | $1.5B | 0.14% | |
| 95 | NOWSERVICENOW INC | 10,031 | $1.5B | 0.14% | |
| 96 | PANWPALO ALTO NETWORKS INC | 8,157 | $1.5B | 0.14% | |
| 97 | SPYSPDR S&P 500 ETF TR | 2,197 | $1.5B | 0.14% | |
| 98 | ITTITT INC | 8,533 | $1.5B | 0.14% | |
| 99 | DASHDOORDASH INC | 6,537 | $1.5B | 0.14% | |
| 100 | UNHUNITEDHEALTH GROUP INC | 4,402 | $1.5B | 0.13% |
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