Everhart Financial Group, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 16, 2025), Everhart Financial Group, Inc. reported 328 stock positions worth $731.3 million. Its top holding was Vanguard Mrngstr Val ETF-Aui (VTV) at 14.6% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 10.9%) and VG Morningstar TS MKT ETF-US (VTI, 8.0%). Compared with Q4 2024, it opened 42 new positions, sold out of 23, added to 211 and reduced 67. The biggest buy was Vanguard Mrngstr Val ETF-Aui (VTV, shares +778%) and the biggest sale an exit from iShares Russell 3000 ETF (IWV).
- Most Recent 13F
- Q2 2026
- Location
- Dublin, OH
- CIK
- 0001852858
- Portfolio Value
- $731.3M (Q1 2025)
- SEC Filing
- 0001667731-25-000433 ↗ filed Apr 16, 2025
Holdings Value
Holdings 328 stocks · $731.3M
| VTV Vanguard Mrngstr Val ETF-Aui | 14.63% | 619,193 | $107.0M | Add +778.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 10.88% | 214,669 | $79.6M | Add +720.6% |
| VTI VG Morningstar TS MKT ETF-US | 8.03% | 213,645 | $58.7M | Add +63.6% |
| BIV Vanguard Intermediate-Term B | 5.04% | 481,577 | $36.9M | Add +1869.1% |
| AAPL Apple Inc. | 3.74% | 122,987 | $27.3M | Add +13.1% |
| NVDA Nvidia Corp. | 3.04% | 204,845 | $22.2M | Add +3.2% |
| MSFT Microsoft Corp. | 2.51% | 48,952 | $18.4M | Add +1.6% |
| VWO Vanguard Ftse Emerging Marke | 1.86% | 301,061 | $13.6M | Add +206.5% |
| SCHG Schwab US Large-Cap Growth | 1.53% | 445,634 | $11.2M | Reduce -4.8% |
| AMZN Amazon.com Inc. | 1.48% | 56,870 | $10.8M | Add +7.2% |
| META Meta Platforms Inc. Class A | 1.39% | 17,586 | $10.1M | Add +3.5% |
| SCHB Schwab US Broad Market ETF | 1.34% | 456,823 | $9.8M | Reduce -0.3% |
| JPM JPMorgan Chase & Co. | 0.88% | 26,167 | $6.4M | Add +2.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.82% | 11,281 | $6.0M | Add +6.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.76% | 29,689 | $5.5M | Add +14.6% |
| GOOGL Alphabet Inc. Class A | 0.72% | 34,005 | $5.3M | Add +3.9% |
| PG The Procter & Gamble Co. | 0.71% | 30,281 | $5.2M | Reduce -0.6% |
| GOOG Alphabet Inc. Class C | 0.68% | 31,881 | $5.0M | Add +5.8% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.68% | 20,283 | $5.0M | Add +13.0% |
| DFAI Dimensional International Co. | 0.66% | 154,660 | $4.8M | New |
| LLY Eli Lilly & Co. | 0.65% | 5,767 | $4.8M | Add +15.9% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.62% | 28,157 | $4.5M | Add +19.0% |
| AVGO Broadcom Inc. | 0.61% | 26,625 | $4.5M | Add +4.3% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.58% | 16,988 | $4.3M | Add +16.6% |
| SCHV Schwab US Large-Cap Value | 0.56% | 153,795 | $4.1M | Add +1.0% |
| TSLA Tesla Inc. | 0.55% | 15,647 | $4.1M | Reduce -0.9% |
| VNQ Vanguard Real Estate ETF | 0.55% | 44,491 | $4.0M | Add +15.5% |
| VXUS Vanguard Total Intl Stock | 0.55% | 64,612 | $4.0M | Add +16.6% |
| COST Costco Wholesale Corp. | 0.55% | 4,216 | $4.0M | Add +20.5% |
| XOM Exxon Mobil Corp. | 0.54% | 33,482 | $4.0M | Add +7.9% |
| V Visa Inc. Class A | 0.54% | 11,239 | $3.9M | Add +11.6% |
| ABBV Abbvie Inc. | 0.53% | 18,377 | $3.9M | Add +6.3% |
| SCHD Schwab US DVD Equity ETF | 0.47% | 122,486 | $3.4M | Reduce -4.8% |
| VGSH Vanguard Short-Term Treasury | 0.47% | 58,007 | $3.4M | New |
| SCHM Schwab US Mid Cap ETF | 0.46% | 127,039 | $3.3M | Reduce -0.4% |
| NFLX Netflix Inc. | 0.44% | 3,437 | $3.2M | Add +5.4% |
| IVV iShares Core S&P 500 ETF | 0.42% | 5,427 | $3.0M | Add +4.8% |
| MA Mastercard Inc. Class A | 0.41% | 5,518 | $3.0M | Add +18.6% |
| WMT Walmart Inc. | 0.39% | 32,429 | $2.8M | Add +2.7% |
| VOO Vanguard S&P 500 ETF | 0.36% | 5,163 | $2.7M | Add +28.8% |
| BSV Vanguard Short-Term Bond ETF | 0.34% | 31,355 | $2.5M | Add +7.2% |
| UNH Unitedhealth Group Inc. | 0.32% | 4,535 | $2.4M | Add +5.7% |
| BND Vanguard Total Bond Market | 0.32% | 31,648 | $2.3M | Add +20.5% |
| DFAE Dimensional Emerging Core Eq | 0.31% | 87,802 | $2.3M | New |
| SCHX Schwab US Large-Cap ETF | 0.28% | 94,067 | $2.1M | Add +77.9% |
| PLTR Palantir Technologies Inc. Class A | 0.28% | 24,390 | $2.1M | Add +2.7% |
| GE General Electric filed as GE AEROSPACE | 0.27% | 10,044 | $2.0M | Add +7.1% |
| HD Home Depot Inc. | 0.27% | 5,485 | $2.0M | Add +2.0% |
| PM Philip Morris International | 0.27% | 12,237 | $1.9M | Add +6.7% |
| SCHA Schwab US Small-Cap ETF | 0.25% | 79,440 | $1.9M | Add +0.6% |
| SPOT Spotify Technology SA | 0.25% | 3,372 | $1.9M | Add +3.6% |
| ORCL Oracle Corp. | 0.25% | 13,067 | $1.8M | Add +2.1% |
| CVX Chevron Corp. | 0.25% | 10,859 | $1.8M | Add +22.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.24% | 36,096 | $1.8M | Add +5.5% |
| JNJ Johnson & Johnson | 0.24% | 10,691 | $1.8M | Add +76.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.24% | 22,738 | $1.7M | Reduce -0.0% |
| KO The Coca-Cola Co. | 0.23% | 23,807 | $1.7M | Add +19.5% |
| CRM Salesforce Inc. | 0.22% | 6,114 | $1.6M | Add +6.3% |
| ISRG Intuitive Surgical Inc. | 0.22% | 3,271 | $1.6M | Add +2.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.22% | 38,717 | $1.6M | Add +4.7% |
| BKNG Booking Holdings Inc. | 0.22% | 349 | $1.6M | Add +9.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.22% | 6,435 | $1.6M | Add +5.3% |
| BSX Boston Scientific Corp. | 0.22% | 15,830 | $1.6M | Add +4.8% |
| ABT Abbott Laboratories | 0.22% | 11,957 | $1.6M | Add +15.8% |
| MCD McDonald's Corp. | 0.21% | 4,951 | $1.5M | Add +12.4% |
| INTU Intuit Inc. | 0.21% | 2,499 | $1.5M | Add +5.3% |
| MUB iShares National Muni Bond E | 0.21% | 14,530 | $1.5M | Add +7.8% |
| T AT&T Inc. | 0.21% | 53,936 | $1.5M | Add +8.2% |
| CSCO Cisco Systems Inc. | 0.21% | 24,657 | $1.5M | Add +7.8% |
| VSS Vanguard Ftse All Wo X-US SC | 0.20% | 12,795 | $1.5M | Add +54.4% |
| VEA Vanguard Ftse Developed ETF | 0.20% | 28,872 | $1.5M | Add +17.2% |
| PEP Pepsico Inc. | 0.20% | 9,770 | $1.5M | Add +48.9% |
| NOW ServiceNow Inc. | 0.20% | 1,804 | $1.4M | Reduce -4.0% |
| RCL Royal Caribbean Cruises Ltd. | 0.19% | 6,915 | $1.4M | Reduce -3.4% |
| WFC Wells Fargo & Co. | 0.19% | 19,490 | $1.4M | Add +5.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.19% | 11,442 | $1.4M | Add +8.6% |
| GS Goldman Sachs Group Inc. | 0.18% | 2,472 | $1.4M | Add +5.8% |
| RTX RTX Corp. | 0.18% | 10,118 | $1.3M | Add +13.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.18% | 5,132 | $1.3M | Reduce -3.1% |
| STXV Strive 1000 Value ETF | 0.18% | 43,282 | $1.3M | Add +0.1% |
| CAT Caterpillar Inc. | 0.18% | 3,976 | $1.3M | Reduce -0.9% |
| AMD Advanced Micro Devices | 0.18% | 12,754 | $1.3M | Add +19.8% |
| SYK Stryker Corp. | 0.18% | 3,454 | $1.3M | Add +6.4% |
| STXG Strive 1000 Growth ETF | 0.17% | 31,546 | $1.3M | Reduce -0.6% |
| PANW Palo Alto Networks Inc. | 0.17% | 7,358 | $1.3M | Add +5.9% |
| ACN Accenture PLC Class A | 0.17% | 3,978 | $1.2M | Add +4.4% |
| MRK Merck & Co. Inc. | 0.17% | 13,810 | $1.2M | Add +30.5% |
| NI Nisource Inc. | 0.16% | 30,024 | $1.2M | Add +2.7% |
| AMGN Amgen Inc. | 0.16% | 3,750 | $1.2M | Add +91.8% |
| FISV Fiserv Inc. | 0.16% | 5,284 | $1.2M | Add +12.8% |
| GEV GE Vernova Inc. | 0.16% | 3,779 | $1.2M | Add +1.9% |
| ITT Itt Inc. | 0.16% | 8,902 | $1.1M | Add +7.2% |
| CTAS Cintas Corp. | 0.15% | 5,468 | $1.1M | Add +7.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.15% | 5,068 | $1.1M | Add +6.1% |
| AZO AutoZone Inc. | 0.15% | 294 | $1.1M | Add +7.7% |
| SPGI S&P Global Inc. | 0.15% | 2,205 | $1.1M | Add +5.6% |
| PGR Progressive Corp. | 0.15% | 3,957 | $1.1M | Add +11.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.15% | 1,929 | $1.1M | Add +3.4% |
| AXP American Express Co. | 0.15% | 3,987 | $1.1M | Reduce -9.2% |
| VRTX Vertex Pharmaceuticals Inc. | 0.15% | 2,209 | $1.1M | Add +33.4% |
Portfolio Sells Q4 2024 → Q1 2025
| IWV iShares Russell 3000 ETF | Sold out | 0.00% | −1.31 |
| SCHG Schwab US Large-Cap Growth | Reduce -4.8% | 1.53% | −1.16 |
| SCHB Schwab US Broad Market ETF | Reduce -0.3% | 1.34% | −0.80 |
| TSLA Tesla Inc. | Reduce -0.9% | 0.55% | −0.76 |
| IWB iShares Russell 1000 ETF | Sold out | 0.00% | −0.45 |
| PG The Procter & Gamble Co. | Reduce -0.6% | 0.71% | −0.35 |
| SCHM Schwab US Mid Cap ETF | Reduce -0.4% | 0.46% | −0.27 |
| SCHD Schwab US DVD Equity ETF | Reduce -4.8% | 0.47% | −0.25 |
| NOW ServiceNow Inc. | Reduce -4.0% | 0.20% | −0.21 |
| TTD Trade Desk Inc./the Class A | Reduce -3.7% | 0.07% | −0.17 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -3.4% | 0.19% | −0.15 |
| VGT Vanguard Info Tech ETF | Reduce -37.6% | 0.08% | −0.14 |
| PWR Quanta Services Inc. | Reduce -2.3% | 0.14% | −0.13 |
| AXP American Express Co. | Reduce -9.2% | 0.15% | −0.12 |
| CAT Caterpillar Inc. | Reduce -0.9% | 0.18% | −0.12 |
| CMG Chipotle Mexican Grill Inc. | Reduce -25.9% | 0.08% | −0.11 |
| NVT Nvent Electric PLC | Reduce -29.6% | 0.06% | −0.11 |
| STXG Strive 1000 Growth ETF | Reduce -0.6% | 0.17% | −0.11 |
| CDNS Cadence Design SYS Inc. | Reduce -2.2% | 0.13% | −0.11 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -3.1% | 0.18% | −0.11 |
| SNPS Synopsys Inc. | Reduce -17.6% | 0.10% | −0.11 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.0% | 0.24% | −0.09 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.09 |
| HUBB Hubbell Inc. | Reduce -15.1% | 0.07% | −0.09 |
| SLYG SS SPDR S&P 600 SC GR ETF | Sold out | 0.00% | −0.09 |
| MS Morgan Stanley | Reduce -11.9% | 0.10% | −0.09 |
| HON Honeywell International Inc. | Reduce -16.7% | 0.09% | −0.08 |
| XYZ Block Inc. | Sold out | 0.00% | −0.08 |
| SUB iShares Short-Term National | Reduce -3.3% | 0.14% | −0.08 |
| HBAN Huntington Bancshares Inc. | Reduce -2.1% | 0.11% | −0.07 |
| WING Wingstop Inc. | Reduce -22.1% | 0.05% | −0.07 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -14.6% | 0.10% | −0.07 |
| PCVX Vaxcyte Inc. | Reduce -0.2% | 0.03% | −0.07 |
| APP AppLovin Corp. Class A | Reduce -1.4% | 0.08% | −0.07 |
| PH Parker Hannifin Corp. | Reduce -27.7% | 0.06% | −0.07 |
| DAL Delta Air Lines Inc. | Reduce -5.2% | 0.06% | −0.07 |
| NEE Nextera Energy Inc. | Reduce -2.0% | 0.12% | −0.07 |
| PRU Prudential Financial Inc. | Reduce -25.0% | 0.06% | −0.07 |
| HOPE Hope Bancorp Inc. | Reduce -33.4% | 0.04% | −0.07 |
| CMCSA Comcast Corp. Class A | Reduce -17.8% | 0.08% | −0.07 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -3.8% | 0.09% | −0.07 |
| LEN Lennar Corp. Class A | Reduce -1.3% | 0.08% | −0.06 |
| WDC Western Digital Corp. | Reduce -10.5% | 0.04% | −0.06 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -0.1% | 0.09% | −0.06 |
| BUSE First Busey Corp. | Reduce -6.9% | 0.08% | −0.06 |
| TQQQ Proshares Ultrapro QQQ | Sold out | 0.00% | −0.06 |
| IVW iShares S&P 500 Growth ETF | Reduce -2.6% | 0.08% | −0.06 |
| AGNT Agnt Inc. | Reduce -0.4% | 0.07% | −0.06 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.06 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -2.1% | 0.12% | −0.05 |
Portfolio Buys Q4 2024 → Q1 2025
| VTV Vanguard Mrngstr Val ETF-Aui | Add +778.1% | 14.63% | +12.17 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +720.6% | 10.88% | +8.67 |
| BIV Vanguard Intermediate-Term B | Add +1869.1% | 5.04% | +4.67 |
| VWO Vanguard Ftse Emerging Marke | Add +206.5% | 1.86% | +0.97 |
| DFAI Dimensional International Co. | New | 0.66% | +0.66 |
| VGSH Vanguard Short-Term Treasury | New | 0.47% | +0.47 |
| DFAE Dimensional Emerging Core Eq | New | 0.31% | +0.31 |
| VTI VG Morningstar TS MKT ETF-US | Add +63.6% | 8.03% | +0.24 |
| DFUS Dimensional US Eq MKT ETF | New | 0.09% | +0.09 |
| LRCX Lam Research Corp. | New | 0.09% | +0.09 |
| INTC Intel Corp. | New | 0.08% | +0.08 |
| ELV Elevance Health Inc. | New | 0.07% | +0.07 |
| DVN Devon Energy Corp. | New | 0.07% | +0.07 |
| BLK BlackRock Inc. | Add +329.4% | 0.11% | +0.07 |
| SPYV SS SPDR P S&P 500 Value ETF | New | 0.06% | +0.06 |
| JNJ Johnson & Johnson | Add +76.3% | 0.24% | +0.06 |
| GABC German American Bancorp | New | 0.06% | +0.06 |
| AMGN Amgen Inc. | Add +91.8% | 0.16% | +0.05 |
| AGG iShares Core U.S. Aggregate | New | 0.05% | +0.05 |
| ORLY O'reilly Automotive Inc. | New | 0.05% | +0.05 |
| BOND PIMCO Active Bond Exchange-T | New | 0.05% | +0.05 |
| CBOE Cboe Global Markets Inc. | New | 0.04% | +0.04 |
| CCI Crown Castle Inc. | New | 0.04% | +0.04 |
| SSO Proshares Ultra S&P500 | New | 0.04% | +0.04 |
| SLB SLB Ltd. | New | 0.04% | +0.04 |
| CHTR Charter Communications Inc. Class A | New | 0.04% | +0.04 |
| CNC Centene Corp. | New | 0.04% | +0.04 |
| MDT Medtronic PLC | New | 0.04% | +0.04 |
| WY Weyerhaeuser Co. | New | 0.04% | +0.04 |
| USHY iShares Broad Usd High Yield | New | 0.03% | +0.03 |
| EW Edwards Lifesciences Corp. | New | 0.03% | +0.03 |
| BLV Vanguard Long-Term Bond ETF | New | 0.03% | +0.03 |
| SCHX Schwab US Large-Cap ETF | Add +77.9% | 0.28% | +0.03 |
| DFUV Dimensional US Marketwide Va | New | 0.03% | +0.03 |
| AXON Axon Enterprise Inc. | New | 0.03% | +0.03 |
| NKE Nike Inc. Class B | New | 0.03% | +0.03 |
| NUE Nucor Corp. | New | 0.03% | +0.03 |
| LULU Lululemon Athletica Inc. | New | 0.03% | +0.03 |
| BMRN Biomarin Pharmaceutical Inc. | New | 0.03% | +0.03 |
| MCHP Microchip Technology Inc. | New | 0.03% | +0.03 |
| MO Altria Group Inc. | New | 0.03% | +0.03 |
| VLO Valero Energy Corp. | New | 0.03% | +0.03 |
| EFA iShares MSCI Eafe ETF | New | 0.03% | +0.03 |
| BALL Ball Corp. | New | 0.03% | +0.03 |
| EXPO Exponent Inc. | New | 0.03% | +0.03 |
| SBAC SBA Communications Corp. | New | 0.03% | +0.03 |
| KMI Kinder Morgan Inc. | New | 0.03% | +0.03 |
| JPSE JPM Diversified RT Small Cap | New | 0.03% | +0.03 |
| TMO Thermo Fisher Scientific Inc. | Add +90.6% | 0.14% | +0.02 |
| WEN The Wendy's Co. | New | 0.02% | +0.02 |
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 |