Everhart Financial Group, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 9, 2026), Everhart Financial Group, Inc. reported 481 stock positions worth $1.6 billion. Its top holding was Vanguard Mrngstr Val ETF-Aui (VTV) at 12.5% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 11.4%) and Vngrd Mrngstr MC GRW ETF-Usd (VOT, 4.2%). Compared with Q1 2026, it opened 53 new positions, sold out of 36, added to 153 and reduced 254. The biggest buy was SS SPDR S&P 600 SC GR ETF (SLYG, shares +1099%) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- Dublin, OH
- CIK
- 0001852858
- Portfolio Value
- $1.6B (Q2 2026)
- SEC Filing
- 0002085853-26-000657 ↗ filed Jul 9, 2026
Holdings Value
Holdings 481 stocks · $1.6B
| VTV Vanguard Mrngstr Val ETF-Aui | 12.50% | 896,315 | $195.3M | Add +5.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 11.41% | 2,069,696 | $178.3M | Add +5.9% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 4.23% | 216,074 | $66.2M | Add +390.3% |
| VTI VG Morningstar TS MKT ETF-US | 4.14% | 174,721 | $64.7M | Reduce -2.9% |
| SLYG SS SPDR S&P 600 SC GR ETF | 4.11% | 538,759 | $64.2M | Add +1098.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 4.05% | 319,994 | $63.2M | Add +404.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 3.97% | 255,385 | $62.1M | Add +352.8% |
| AAPL Apple Inc. | 3.65% | 197,086 | $57.0M | Add +39.6% |
| DFAI Dimensional International Co. | 3.18% | 1,206,275 | $49.8M | Add +16.9% |
| NVDA Nvidia Corp. | 3.08% | 240,854 | $48.2M | Reduce -4.0% |
| BIV Vanguard Intermediate-Term B | 1.87% | 381,781 | $29.3M | Add +3.7% |
| DFAE Dimensional Emerging Core Eq | 1.69% | 656,464 | $26.4M | Add +11.1% |
| MSFT Microsoft Corp. | 1.38% | 57,855 | $21.6M | Reduce -7.4% |
| AMZN Amazon.com Inc. | 1.12% | 73,488 | $17.5M | Reduce -2.1% |
| GOOGL Alphabet Inc. Class A | 1.07% | 46,971 | $16.8M | Reduce -1.9% |
| GOOG Alphabet Inc. Class C | 0.94% | 41,600 | $14.7M | Reduce -1.3% |
| AVGO Broadcom Inc. | 0.87% | 35,919 | $13.6M | Reduce -9.1% |
| MU Micron Technology Inc. | 0.83% | 11,201 | $12.9M | Reduce -6.4% |
| VWO Vanguard Ftse Emerging Marke | 0.80% | 210,158 | $12.5M | Reduce -3.9% |
| SCHG Schwab US Large-Cap Growth | 0.75% | 344,737 | $11.7M | Reduce -3.7% |
| SCHB Schwab US Broad Market ETF | 0.74% | 400,094 | $11.6M | Reduce -5.2% |
| META Meta Platforms Inc. Class A | 0.69% | 19,171 | $10.8M | Reduce -1.6% |
| AMD Advanced Micro Devices | 0.68% | 18,209 | $10.6M | Add +5.5% |
| LLY Eli Lilly & Co. | 0.61% | 7,990 | $9.6M | Reduce -0.7% |
| TSLA Tesla Inc. | 0.60% | 22,132 | $9.3M | Add +4.2% |
| JPM JPMorgan Chase & Co. | 0.58% | 27,883 | $9.1M | Add +3.4% |
| VOO Vanguard S&P 500 ETF | 0.58% | 13,099 | $9.0M | Add +30.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.53% | 16,672 | $8.3M | Reduce -1.4% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.52% | 22,179 | $8.1M | Reduce -11.1% |
| AMAT Applied Materials Inc. | 0.47% | 10,084 | $7.3M | Reduce -7.8% |
| WDC Western Digital Corp. | 0.45% | 11,129 | $7.1M | Reduce -10.9% |
| VNQ Vanguard Real Estate ETF | 0.45% | 72,654 | $7.0M | Add +11.2% |
| ABBV Abbvie Inc. | 0.41% | 25,328 | $6.4M | Reduce -4.1% |
| GEV GE Vernova Inc. | 0.38% | 5,097 | $6.0M | Reduce -9.9% |
| CAT Caterpillar Inc. | 0.36% | 5,258 | $5.6M | Reduce -1.0% |
| XOM Exxon Mobil Corp. | 0.35% | 39,836 | $5.4M | Reduce -6.3% |
| INTC Intel Corp. | 0.35% | 38,872 | $5.4M | Reduce -2.2% |
| SNDK Sandisk Corp. | 0.35% | 2,377 | $5.4M | Reduce -0.7% |
| WMT Walmart Inc. | 0.33% | 45,089 | $5.1M | Reduce -5.5% |
| LRCX Lam Research Corp. | 0.32% | 11,528 | $5.0M | Add +0.6% |
| GE General Electric filed as GE AEROSPACE | 0.31% | 12,771 | $4.8M | Reduce -10.9% |
| JNJ Johnson & Johnson | 0.30% | 18,334 | $4.7M | Reduce -6.4% |
| PG The Procter & Gamble Co. | 0.29% | 31,401 | $4.6M | Reduce -5.2% |
| IVV iShares Core S&P 500 ETF | 0.29% | 6,100 | $4.6M | Reduce -10.4% |
| CSCO Cisco Systems Inc. | 0.29% | 38,518 | $4.5M | Add +3.3% |
| V Visa Inc. Class A | 0.29% | 13,148 | $4.5M | Reduce -13.1% |
| COST Costco Wholesale Corp. | 0.28% | 4,697 | $4.4M | Reduce -8.5% |
| SCHV Schwab US Large-Cap Value | 0.28% | 123,969 | $4.3M | Reduce -2.8% |
| SLS Sellas Life Sciences Group I | 0.27% | 288,018 | $4.3M | Reduce -21.0% |
| PWR Quanta Services Inc. | 0.24% | 5,109 | $3.7M | Reduce -11.8% |
| SCHM Schwab US Mid Cap ETF | 0.23% | 98,643 | $3.6M | Reduce -9.1% |
| GS Goldman Sachs Group Inc. | 0.23% | 3,570 | $3.6M | Reduce -4.4% |
| VXUS Vanguard Total Intl Stock | 0.20% | 36,356 | $3.1M | Reduce -15.1% |
| MA Mastercard Inc. Class A | 0.20% | 5,996 | $3.1M | Reduce -12.9% |
| KO The Coca-Cola Co. | 0.20% | 37,830 | $3.1M | Add +2.9% |
| MRVL Marvell Technology Inc. | 0.19% | 10,087 | $3.0M | Add +1.0% |
| PANW Palo Alto Networks Inc. | 0.19% | 8,553 | $2.9M | Reduce -8.6% |
| SCHD Schwab US DVD Equity ETF | 0.19% | 91,241 | $2.9M | Reduce -0.3% |
| VRT Vertiv Holdings Co. Class A | 0.18% | 8,581 | $2.9M | Reduce -18.4% |
| PM Philip Morris International | 0.18% | 15,494 | $2.8M | Add +4.7% |
| UNH Unitedhealth Group Inc. | 0.18% | 6,732 | $2.8M | Add +25.9% |
| PLTR Palantir Technologies Inc. Class A | 0.17% | 23,358 | $2.7M | Reduce -17.5% |
| NFLX Netflix Inc. | 0.17% | 36,467 | $2.6M | Reduce -18.8% |
| RTX RTX Corp. | 0.16% | 13,351 | $2.5M | Reduce -4.9% |
| BAC Bank of America Corp. | 0.16% | 44,011 | $2.5M | Add +0.2% |
| MRK Merck & Co. Inc. | 0.16% | 19,484 | $2.5M | Reduce -2.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.16% | 3,185 | $2.4M | Reduce -9.8% |
| MS Morgan Stanley | 0.15% | 11,479 | $2.4M | Reduce -6.8% |
| SCHA Schwab US Small-Cap ETF | 0.15% | 63,876 | $2.3M | Reduce -10.4% |
| ADI Analog Devices Inc. | 0.15% | 5,803 | $2.3M | Add +1.9% |
| WELL Welltower Inc. | 0.15% | 10,138 | $2.3M | Reduce -2.5% |
| CDNS Cadence Design SYS Inc. | 0.15% | 6,083 | $2.3M | Add +2.9% |
| VEA Vanguard Ftse Developed ETF | 0.14% | 31,199 | $2.2M | Add +1.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.14% | 14,590 | $2.2M | Reduce -11.9% |
| RCL Royal Caribbean Cruises Ltd. | 0.14% | 6,921 | $2.2M | Reduce -8.0% |
| ORCL Oracle Corp. | 0.14% | 14,938 | $2.2M | Reduce -2.6% |
| SCHX Schwab US Large-Cap ETF | 0.14% | 72,888 | $2.1M | Reduce -1.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.14% | 22,101 | $2.1M | Reduce -0.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 7,582 | $2.1M | Reduce -8.8% |
| UVSP Univest Financial Corp. | 0.13% | 47,881 | $2.1M | Add +0.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.13% | 2,809 | $2.1M | Reduce -6.5% |
| HD Home Depot Inc. | 0.13% | 5,784 | $2.0M | Add +3.0% |
| BSV Vanguard Short-Term Bond ETF | 0.13% | 25,891 | $2.0M | Reduce -2.7% |
| CVX Chevron Corp. | 0.13% | 11,896 | $2.0M | Reduce -10.2% |
| WFC Wells Fargo & Co. | 0.12% | 23,180 | $1.9M | Reduce -8.0% |
| CSX CSX Corp. | 0.12% | 39,812 | $1.9M | Add +1.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.12% | 2,521 | $1.9M | Reduce -77.5% |
| BND Vanguard Total Bond Market | 0.12% | 25,452 | $1.9M | Reduce -1.8% |
| AMGN Amgen Inc. | 0.12% | 5,085 | $1.8M | Reduce -4.2% |
| ANET Arista Networks Inc. | 0.11% | 10,374 | $1.8M | Reduce -3.7% |
| AXP American Express Co. | 0.11% | 5,208 | $1.8M | Add +3.8% |
| TXN Texas Instruments Inc. | 0.11% | 5,873 | $1.8M | Reduce -0.7% |
| SPOT Spotify Technology SA | 0.11% | 3,776 | $1.7M | Reduce -9.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.11% | 21,358 | $1.7M | Add +1.9% |
| HLT Hilton Worldwide Holdings Inc. | 0.11% | 5,159 | $1.7M | Add +2.9% |
| PEP Pepsico Inc. | 0.11% | 12,586 | $1.7M | Reduce -7.2% |
| KLAC KLA Corp. | 0.11% | 5,589 | $1.7M | Add +4.9% |
| ITT Itt Inc. | 0.11% | 8,523 | $1.7M | Reduce -4.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.11% | 5,559 | $1.7M | Reduce -6.6% |
| NET Cloudflare Inc. Class A | 0.11% | 6,822 | $1.7M | Add +1.4% |
Portfolio Sells Q1 2026 → Q2 2026
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.9% | 4.14% | −0.78 |
| NVDA Nvidia Corp. | Reduce -4.0% | 3.08% | −0.64 |
| MSFT Microsoft Corp. | Reduce -7.4% | 1.38% | −0.59 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -77.5% | 0.12% | −0.50 |
| IWD iShares Russell 1000 Value E | Sold out | 0.00% | −0.30 |
| XOM Exxon Mobil Corp. | Reduce -6.3% | 0.35% | −0.27 |
| META Meta Platforms Inc. Class A | Reduce -1.6% | 0.69% | −0.26 |
| VIG Vanguard Dividend Apprec ETF | Reduce -71.1% | 0.08% | −0.25 |
| AMZN Amazon.com Inc. | Reduce -2.1% | 1.12% | −0.21 |
| VWO Vanguard Ftse Emerging Marke | Reduce -3.9% | 0.80% | −0.20 |
| NFLX Netflix Inc. | Reduce -18.8% | 0.17% | −0.20 |
| DVY iShares Select Dividend ETF | Sold out | 0.00% | −0.19 |
| PLTR Palantir Technologies Inc. Class A | Reduce -17.5% | 0.17% | −0.18 |
| WMT Walmart Inc. | Reduce -5.5% | 0.33% | −0.18 |
| AVGO Broadcom Inc. | Reduce -9.1% | 0.87% | −0.17 |
| SCHB Schwab US Broad Market ETF | Reduce -5.2% | 0.74% | −0.16 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.4% | 0.53% | −0.16 |
| COST Costco Wholesale Corp. | Reduce -8.5% | 0.28% | −0.15 |
| SCHG Schwab US Large-Cap Growth | Reduce -3.7% | 0.75% | −0.14 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -11.1% | 0.52% | −0.12 |
| CWI State Street SPDR MSCI Acwi | Sold out | 0.00% | −0.12 |
| PG The Procter & Gamble Co. | Reduce -5.2% | 0.29% | −0.11 |
| JNJ Johnson & Johnson | Reduce -6.4% | 0.30% | −0.11 |
| CVX Chevron Corp. | Reduce -10.2% | 0.13% | −0.11 |
| V Visa Inc. Class A | Reduce -13.1% | 0.29% | −0.10 |
| GOOGL Alphabet Inc. Class A | Reduce -1.9% | 1.07% | −0.10 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -55.5% | 0.06% | −0.10 |
| MA Mastercard Inc. Class A | Reduce -12.9% | 0.20% | −0.10 |
| T AT&T Inc. | Reduce -10.9% | 0.08% | −0.09 |
| GOOG Alphabet Inc. Class C | Reduce -1.3% | 0.94% | −0.09 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.09 |
| IVV iShares Core S&P 500 ETF | Reduce -10.4% | 0.29% | −0.09 |
| MCD McDonald's Corp. | Reduce -19.0% | 0.10% | −0.09 |
| TJX TJX Companies Inc. | Reduce -11.9% | 0.14% | −0.08 |
| VXUS Vanguard Total Intl Stock | Reduce -15.1% | 0.20% | −0.08 |
| INTU Intuit Inc. | Reduce -67.7% | 0.01% | −0.08 |
| ABBV Abbvie Inc. | Reduce -4.1% | 0.41% | −0.08 |
| ISRG Intuitive Surgical Inc. | Reduce -15.0% | 0.09% | −0.07 |
| PEP Pepsico Inc. | Reduce -7.2% | 0.11% | −0.07 |
| MCK McKesson Corp. | Reduce -11.9% | 0.10% | −0.07 |
| RTX RTX Corp. | Reduce -4.9% | 0.16% | −0.07 |
| MUB iShares National Muni Bond E | Reduce -50.9% | 0.04% | −0.07 |
| SPOT Spotify Technology SA | Reduce -9.5% | 0.11% | −0.06 |
| CRM Salesforce Inc. | Reduce -32.1% | 0.04% | −0.06 |
| NEM Newmont Corp. | Reduce -10.8% | 0.08% | −0.06 |
| NEE Nextera Energy Inc. | Reduce -11.8% | 0.09% | −0.06 |
| CME Cme Group Inc. | Reduce -25.3% | 0.04% | −0.06 |
| GILD Gilead Sciences Inc. | Reduce -14.2% | 0.08% | −0.06 |
| SCHV Schwab US Large-Cap Value | Reduce -2.8% | 0.28% | −0.06 |
| NOW ServiceNow Inc. | Reduce -26.7% | 0.06% | −0.06 |
Portfolio Buys Q1 2026 → Q2 2026
| SLYG SS SPDR S&P 600 SC GR ETF | Add +1098.8% | 4.11% | +3.74 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +390.3% | 4.23% | +3.27 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +404.7% | 4.05% | +3.05 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +352.8% | 3.97% | +2.93 |
| AAPL Apple Inc. | Add +39.6% | 3.65% | +0.60 |
| AMD Advanced Micro Devices | Add +5.5% | 0.68% | +0.38 |
| LRCX Lam Research Corp. | Add +0.6% | 0.32% | +0.11 |
| MRVL Marvell Technology Inc. | Add +1.0% | 0.19% | +0.11 |
| SCHO Schwab Short-Term US Treas | New | 0.09% | +0.09 |
| VOO Vanguard S&P 500 ETF | Add +30.7% | 0.58% | +0.07 |
| UNH Unitedhealth Group Inc. | Add +25.9% | 0.18% | +0.06 |
| DELL Dell Technologies -C | Add +3.6% | 0.09% | +0.05 |
| CSCO Cisco Systems Inc. | Add +3.3% | 0.29% | +0.04 |
| KLAC KLA Corp. | Add +4.9% | 0.11% | +0.04 |
| DFIS Dimensional International SM | New | 0.04% | +0.04 |
| LGIH Lgi Homes Inc. | New | 0.03% | +0.03 |
| PYLD PIMCO Multisector Bond Actv | Add +173.3% | 0.05% | +0.03 |
| DFCF Dimensional Core Fixed Inc. | New | 0.03% | +0.03 |
| MDB Mongodb Inc. | New | 0.02% | +0.02 |
| NBIS Nebius Group NV | New | 0.02% | +0.02 |
| QCOM Qualcomm Inc. | Add +37.3% | 0.07% | +0.02 |
| DUOL Duolingo | New | 0.02% | +0.02 |
| CNC Centene Corp. | New | 0.02% | +0.02 |
| RGEN Repligen Corp. | New | 0.02% | +0.02 |
| RKLB Rocket Lab Corp. | New | 0.02% | +0.02 |
| AME Ametek Inc. | Add +67.1% | 0.06% | +0.02 |
| HIW Highwoods Properties Inc. | New | 0.02% | +0.02 |
| BE Bloom Energy Corp. Class A | New | 0.02% | +0.02 |
| RSP Invesco S&P 500 Equal Weight | New | 0.02% | +0.02 |
| MPLX MPLX LP | New | 0.02% | +0.02 |
| LUV Southwest Airlines Co. | New | 0.02% | +0.02 |
| CARR Carrier Global Corp. | New | 0.02% | +0.02 |
| LSCC Lattice Semiconductor Corp. | New | 0.02% | +0.02 |
| PAYX Paychex Inc. | New | 0.02% | +0.02 |
| AXON Axon Enterprise Inc. | New | 0.02% | +0.02 |
| MTSI Macom Technology Solutions H | New | 0.02% | +0.02 |
| ONTO Onto Innovation Inc. | New | 0.02% | +0.02 |
| NTRA Natera Inc. | New | 0.02% | +0.02 |
| EPD Enterprise Products Partners | New | 0.02% | +0.02 |
| WEC WEC Energy Group Inc. | New | 0.02% | +0.02 |
| AVB Avalonbay Communities Inc. | New | 0.02% | +0.02 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +79.6% | 0.06% | +0.02 |
| MFC Manulife Financial Corp. | New | 0.01% | +0.01 |
| ROKU Roku Inc. | New | 0.01% | +0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | New | 0.01% | +0.01 |
| NTAP Netapp Inc. | New | 0.01% | +0.01 |
| ZION Zions Bancorp NA | New | 0.01% | +0.01 |
| ISCG iShares Morningstar Small-Ca | New | 0.01% | +0.01 |
| DFAS Dimensional US Small Cap ETF | New | 0.01% | +0.01 |
| IWS iShares Russell Mid-Cap Valu | New | 0.01% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 481 | $1.6B | VTV, VUG, VOT, VTI, SLYG |
| Q1 2026 | 464 | $1.2B | VTV, VUG, VTI, NVDA, DFAI |
| Q4 2025 | 417 | $1.1B | VTV, VUG, VTI, NVDA, AAPL |
| Q3 2025 | 390 | $997.8M | VTV, VUG, VTI, NVDA, BIV |
| Q2 2025 | 340 | $865.4M | VTV, VUG, VTI, NVDA, BIV |
| Q1 2025 | 328 | $731.3M | VTV, VUG, VTI, BIV, AAPL |
| Q4 2024 | 309 | $485.9M | VTI, AAPL, NVDA, MSFT, SCHG |
| Q3 2024 | 316 | $451.4M | VTI, NVDA, AAPL, MSFT, SCHG |
| Q2 2024 | 293 | $385.4M | VTI, NVDA, MSFT, AAPL, SCHG |
| Q1 2024 | 277 | $343.5M | VTI, MSFT, NVDA, AAPL, SCHG |