Everhart Financial Group, Inc. Q4 2025 Filing
Filed January 7, 2026
Portfolio Value
$1.1B
Holdings
417
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (417 positions)
| Stock | Value |
|---|---|
VTVVANGUARD INDEX FDS | $155.3M |
VUGVANGUARD INDEX FDS | $138.8M |
VTIVANGUARD INDEX FDS | $61.8M |
NVDANVIDIA CORPORATION | $42.6M |
AAPLAPPLE INC | $33.7M |
DFAIDIMENSIONAL ETF TRUST | $32.4M |
BIVVANGUARD BD INDEX FDS | $29.7M |
MSFTMICROSOFT CORP | $27.8M |
DFAEDIMENSIONAL ETF TRUST | $15.9M |
AMZNAMAZON COM INC | $15.8M |
GOOGLALPHABET INC | $13.2M |
METAMETA PLATFORMS INC | $12.5M |
VWOVANGUARD INTL EQUITY INDEX F | $12.4M |
SCHGSCHWAB STRATEGIC TR | $12.0M |
GOOGALPHABET INC | $11.9M |
AVGOBROADCOM INC | $11.6M |
SCHBSCHWAB STRATEGIC TR | $11.2M |
TSLATESLA INC | $8.9M |
LLYELI LILLY & CO | $8.1M |
VBRVANGUARD INDEX FDS | $8.1M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $7.7M |
VOTVANGUARD INDEX FDS | $7.4M |
JPMJPMORGAN CHASE & CO. | $7.4M |
VOEVANGUARD INDEX FDS | $7.0M |
VBKVANGUARD INDEX FDS | $7.0M |
VOOVANGUARD INDEX FDS | $5.5M |
VNQVANGUARD INDEX FDS | $5.3M |
ABBVABBVIE INC | $4.7M |
WMTWALMART INC | $4.7M |
VVISA INC | $4.7M |
PLTRPALANTIR TECHNOLOGIES INC | $4.5M |
XOMEXXON MOBIL CORP | $4.4M |
COSTCOSTCO WHSL CORP NEW | $4.4M |
IVVISHARES TR | $4.1M |
GEGE AEROSPACE | $3.9M |
SCHVSCHWAB STRATEGIC TR | $3.8M |
NFLXNETFLIX INC | $3.7M |
PGPROCTER AND GAMBLE CO | $3.5M |
GEVGE VERNOVA INC | $3.5M |
MAMASTERCARD INCORPORATED | $3.4M |
AMDADVANCED MICRO DEVICES INC | $3.3M |
SCHMSCHWAB STRATEGIC TR | $3.2M |
JNJJOHNSON & JOHNSON | $3.1M |
VXUSVANGUARD STAR FDS | $3.1M |
INTUINTUIT | $2.8M |
CSCOCISCO SYS INC | $2.8M |
MUMICRON TECHNOLOGY INC | $2.7M |
SCHDSCHWAB STRATEGIC TR | $2.7M |
GSGOLDMAN SACHS GROUP INC | $2.6M |
CATCATERPILLAR INC | $2.6M |
AMATAPPLIED MATLS INC | $2.5M |
ORCLORACLE CORP | $2.5M |
AXPAMERICAN EXPRESS CO | $2.4M |
SPOTSPOTIFY TECHNOLOGY S A | $2.4M |
HDHOME DEPOT INC | $2.4M |
ISRGINTUITIVE SURGICAL INC | $2.3M |
BKNGBOOKING HOLDINGS INC | $2.3M |
IBMINTERNATIONAL BUSINESS MACHS | $2.3M |
PWRQUANTA SVCS INC | $2.3M |
WFCWELLS FARGO CO NEW | $2.3M |
RTXRTX CORPORATION | $2.3M |
BACBANK AMERICA CORP | $2.3M |
4I1PHILIP MORRIS INTL INC | $2.3M |
KOCOCA COLA CO | $2.2M |
WDCWESTERN DIGITAL CORP | $2.2M |
TJXTJX COS INC NEW | $2.1M |
BSVVANGUARD BD INDEX FDS | $2.1M |
MCDMCDONALDS CORP | $2.0M |
RCLROYAL CARIBBEAN GROUP | $2.0M |
APPAPPLOVIN CORP | $2.0M |
SCHASCHWAB STRATEGIC TR | $2.0M |
AQLTISHARES TR | $2.0M |
VEAVANGUARD TAX-MANAGED FDS | $2.0M |
SPGIS&P GLOBAL INC | $2.0M |
SCHXSCHWAB STRATEGIC TR | $2.0M |
LRCXLAM RESEARCH CORP | $1.9M |
WMBWILLIAMS COS INC | $1.9M |
CDNSCADENCE DESIGN SYSTEM INC | $1.9M |
BNDVANGUARD BD INDEX FDS | $1.8M |
CVXCHEVRON CORP NEW | $1.8M |
SLSSELLAS LIFE SCIENCES GROUP I | $1.8M |
DWDMORGAN STANLEY | $1.8M |
PEPPEPSICO INC | $1.7M |
WBDWARNER BROS DISCOVERY INC | $1.7M |
MCKMCKESSON CORP | $1.7M |
WELLWELLTOWER INC | $1.7M |
BSXBOSTON SCIENTIFIC CORP | $1.6M |
VTEBVANGUARD MUN BD FDS | $1.6M |
MRKMERCK & CO INC | $1.6M |
ABTABBOTT LABS | $1.6M |
ADIANALOG DEVICES INC | $1.6M |
CRWDCROWDSTRIKE HLDGS INC | $1.6M |
VBVANGUARD INDEX FDS | $1.6M |
VOVANGUARD INDEX FDS | $1.5M |
NOWSERVICENOW INC | $1.5M |
PANWPALO ALTO NETWORKS INC | $1.5M |
SPYSPDR S&P 500 ETF TR | $1.5M |
ITTITT INC | $1.5M |
DASHDOORDASH INC | $1.5M |
UNHUNITEDHEALTH GROUP INC | $1.5M |
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