Everhart Financial Group, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 7, 2025), Everhart Financial Group, Inc. reported 340 stock positions worth $865.4 million. Its top holding was Vanguard Mrngstr Val ETF-Aui (VTV) at 14.0% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 12.7%) and VG Morningstar TS MKT ETF-US (VTI, 7.3%). Compared with Q1 2025, it opened 27 new positions, sold out of 15, added to 202 and reduced 104. The biggest buy was Vanguard Mrngstar GR ETF-Sui (VUG, shares +17%) and the biggest sale Vanguard Intermediate-Term B (BIV, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- Dublin, OH
- CIK
- 0001852858
- Portfolio Value
- $865.4M (Q2 2025)
- SEC Filing
- 0001667731-25-001064 ↗ filed Aug 7, 2025
Holdings Value
Holdings 340 stocks · $865.4M
| VTV Vanguard Mrngstr Val ETF-Aui | 14.01% | 685,866 | $121.2M | Add +10.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 12.70% | 250,772 | $109.9M | Add +16.8% |
| VTI VG Morningstar TS MKT ETF-US | 7.29% | 207,589 | $63.1M | Reduce -2.8% |
| NVDA Nvidia Corp. | 3.81% | 208,869 | $33.0M | Add +2.0% |
| BIV Vanguard Intermediate-Term B | 3.74% | 418,808 | $32.4M | Reduce -13.0% |
| MSFT Microsoft Corp. | 3.07% | 53,410 | $26.6M | Add +9.1% |
| AAPL Apple Inc. | 2.72% | 114,566 | $23.5M | Reduce -6.8% |
| DFAI Dimensional International Co. | 1.60% | 400,996 | $13.9M | Add +159.3% |
| VWO Vanguard Ftse Emerging Marke | 1.57% | 275,348 | $13.6M | Reduce -8.5% |
| META Meta Platforms Inc. Class A | 1.52% | 17,862 | $13.2M | Add +1.6% |
| SCHG Schwab US Large-Cap Growth | 1.49% | 440,034 | $12.9M | Reduce -1.3% |
| AMZN Amazon.com Inc. | 1.46% | 57,576 | $12.6M | Add +1.2% |
| SCHB Schwab US Broad Market ETF | 1.28% | 464,093 | $11.1M | Add +1.6% |
| AVGO Broadcom Inc. | 0.94% | 29,394 | $8.1M | Add +10.4% |
| JPM JPMorgan Chase & Co. | 0.92% | 27,501 | $8.0M | Add +5.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.82% | 14,576 | $7.1M | Add +29.2% |
| DFAE Dimensional Emerging Core Eq | 0.79% | 236,199 | $6.8M | Add +169.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.76% | 33,721 | $6.6M | Add +13.6% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.74% | 22,659 | $6.4M | Add +11.7% |
| GOOGL Alphabet Inc. Class A | 0.70% | 34,168 | $6.0M | Add +0.5% |
| GOOG Alphabet Inc. Class C | 0.65% | 31,910 | $5.7M | Add +0.1% |
| TSLA Tesla Inc. | 0.65% | 17,582 | $5.6M | Add +12.4% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.63% | 19,633 | $5.4M | Add +15.6% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.61% | 32,246 | $5.3M | Add +14.5% |
| PG The Procter & Gamble Co. | 0.60% | 32,836 | $5.2M | Add +8.4% |
| LLY Eli Lilly & Co. | 0.59% | 6,516 | $5.1M | Add +13.0% |
| NFLX Netflix Inc. | 0.58% | 3,724 | $5.0M | Add +8.3% |
| COST Costco Wholesale Corp. | 0.54% | 4,727 | $4.7M | Add +12.1% |
| SCHV Schwab US Large-Cap Value | 0.53% | 166,535 | $4.6M | Add +8.3% |
| VNQ Vanguard Real Estate ETF | 0.51% | 49,357 | $4.4M | Add +10.9% |
| V Visa Inc. Class A | 0.50% | 12,193 | $4.3M | Add +8.5% |
| VOO Vanguard S&P 500 ETF | 0.44% | 6,757 | $3.8M | Add +30.9% |
| XOM Exxon Mobil Corp. | 0.42% | 33,943 | $3.7M | Add +1.4% |
| SCHM Schwab US Mid Cap ETF | 0.41% | 127,483 | $3.6M | Add +0.3% |
| WMT Walmart Inc. | 0.41% | 36,276 | $3.5M | Add +11.9% |
| ABBV Abbvie Inc. | 0.41% | 19,053 | $3.5M | Add +3.7% |
| IVV iShares Core S&P 500 ETF | 0.41% | 5,665 | $3.5M | Add +4.4% |
| PLTR Palantir Technologies Inc. Class A | 0.38% | 24,283 | $3.3M | Reduce -0.4% |
| MA Mastercard Inc. Class A | 0.37% | 5,764 | $3.2M | Add +4.5% |
| VXUS Vanguard Total Intl Stock | 0.37% | 46,044 | $3.2M | Reduce -28.7% |
| SCHD Schwab US DVD Equity ETF | 0.36% | 118,406 | $3.1M | Reduce -3.3% |
| GE General Electric filed as GE AEROSPACE | 0.36% | 11,981 | $3.1M | Add +19.3% |
| SPOT Spotify Technology SA | 0.34% | 3,852 | $3.0M | Add +14.2% |
| ORCL Oracle Corp. | 0.32% | 12,535 | $2.7M | Reduce -4.1% |
| INTU Intuit Inc. | 0.31% | 3,378 | $2.7M | Add +35.2% |
| GEV GE Vernova Inc. | 0.29% | 4,756 | $2.5M | Add +25.9% |
| PM Philip Morris International | 0.28% | 13,489 | $2.5M | Add +10.2% |
| BSV Vanguard Short-Term Bond ETF | 0.28% | 30,801 | $2.4M | Reduce -1.8% |
| HD Home Depot Inc. | 0.26% | 6,207 | $2.3M | Add +13.2% |
| SCHX Schwab US Large-Cap ETF | 0.26% | 92,695 | $2.3M | Reduce -1.5% |
| BND Vanguard Total Bond Market | 0.26% | 30,733 | $2.3M | Reduce -2.9% |
| BKNG Booking Holdings Inc. | 0.25% | 374 | $2.2M | Add +7.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.25% | 7,195 | $2.1M | Add +11.8% |
| RCL Royal Caribbean Cruises Ltd. | 0.24% | 6,658 | $2.1M | Reduce -3.7% |
| AMD Advanced Micro Devices | 0.23% | 14,050 | $2.0M | Add +10.2% |
| VGSH Vanguard Short-Term Treasury | 0.23% | 33,606 | $2.0M | Reduce -42.1% |
| SCHA Schwab US Small-Cap ETF | 0.23% | 77,693 | $2.0M | Reduce -2.2% |
| NOW ServiceNow Inc. | 0.22% | 1,865 | $1.9M | Add +3.4% |
| CSCO Cisco Systems Inc. | 0.22% | 27,481 | $1.9M | Add +11.4% |
| JNJ Johnson & Johnson | 0.22% | 12,401 | $1.9M | Add +16.0% |
| GS Goldman Sachs Group Inc. | 0.22% | 2,650 | $1.9M | Add +7.2% |
| ISRG Intuitive Surgical Inc. | 0.21% | 3,403 | $1.8M | Add +4.0% |
| ABT Abbott Laboratories | 0.21% | 13,520 | $1.8M | Add +13.1% |
| MCD McDonald's Corp. | 0.21% | 6,156 | $1.8M | Add +24.3% |
| KO The Coca-Cola Co. | 0.21% | 25,395 | $1.8M | Add +6.7% |
| BSX Boston Scientific Corp. | 0.21% | 16,584 | $1.8M | Add +4.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.20% | 21,182 | $1.8M | Reduce -6.8% |
| VEA Vanguard Ftse Developed ETF | 0.20% | 30,953 | $1.8M | Add +7.2% |
| PWR Quanta Services Inc. | 0.20% | 4,600 | $1.7M | Add +10.4% |
| T AT&T Inc. | 0.20% | 59,095 | $1.7M | Add +9.6% |
| CDNS Cadence Design SYS Inc. | 0.20% | 5,549 | $1.7M | Add +44.2% |
| WFC Wells Fargo & Co. | 0.19% | 21,051 | $1.7M | Add +8.0% |
| STXG Strive 1000 Growth ETF | 0.19% | 36,572 | $1.7M | Add +15.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.19% | 33,674 | $1.7M | Reduce -6.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.19% | 34,337 | $1.6M | Reduce -11.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.19% | 3,167 | $1.6M | Add +50.1% |
| RTX RTX Corp. | 0.19% | 11,017 | $1.6M | Add +8.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.18% | 12,773 | $1.6M | Add +11.6% |
| SPGI S&P Global Inc. | 0.18% | 2,985 | $1.6M | Add +35.4% |
| PANW Palo Alto Networks Inc. | 0.17% | 7,356 | $1.5M | Reduce -0.0% |
| CVX Chevron Corp. | 0.17% | 10,499 | $1.5M | Reduce -3.3% |
| AMAT Applied Materials Inc. | 0.17% | 8,126 | $1.5M | Add +26.9% |
| CRM Salesforce Inc. | 0.17% | 5,429 | $1.5M | Reduce -11.2% |
| CTAS Cintas Corp. | 0.17% | 6,606 | $1.5M | Add +20.8% |
| UBER Uber Technologies Inc. | 0.17% | 15,593 | $1.5M | Add +29.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.16% | 5,086 | $1.4M | Reduce -0.9% |
| DASH DoorDash Inc. Class A | 0.16% | 5,745 | $1.4M | Add +13.6% |
| DUK Duke Energy Corp. | 0.16% | 11,909 | $1.4M | Add +41.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.16% | 2,226 | $1.4M | Add +15.4% |
| SYK Stryker Corp. | 0.16% | 3,471 | $1.4M | Add +0.5% |
| AXP American Express Co. | 0.16% | 4,254 | $1.4M | Add +6.7% |
| STXV Strive 1000 Value ETF | 0.16% | 44,000 | $1.4M | Add +1.7% |
| VSS Vanguard Ftse All Wo X-US SC | 0.16% | 10,057 | $1.4M | Reduce -21.4% |
| CAT Caterpillar Inc. | 0.15% | 3,363 | $1.3M | Reduce -15.4% |
| TT Trane Technologies PLC | 0.15% | 2,973 | $1.3M | Add +8.2% |
| PEP Pepsico Inc. | 0.14% | 9,418 | $1.2M | Reduce -3.6% |
| PGR Progressive Corp. | 0.14% | 4,644 | $1.2M | Add +17.4% |
| VIG Vanguard Dividend Apprec ETF | 0.14% | 6,050 | $1.2M | Add +228.1% |
| NI Nisource Inc. | 0.14% | 30,614 | $1.2M | Add +2.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.14% | 5,155 | $1.2M | Add +1.7% |
Portfolio Sells Q1 2025 → Q2 2025
| BIV Vanguard Intermediate-Term B | Reduce -13.0% | 3.74% | −1.30 |
| AAPL Apple Inc. | Reduce -6.8% | 2.72% | −1.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.8% | 7.29% | −0.74 |
| VWO Vanguard Ftse Emerging Marke | Reduce -8.5% | 1.57% | −0.29 |
| UNH Unitedhealth Group Inc. | Reduce -51.1% | 0.08% | −0.24 |
| VGSH Vanguard Short-Term Treasury | Reduce -42.1% | 0.23% | −0.24 |
| VXUS Vanguard Total Intl Stock | Reduce -28.7% | 0.37% | −0.18 |
| TMO Thermo Fisher Scientific Inc. | Reduce -62.3% | 0.04% | −0.11 |
| SCHD Schwab US DVD Equity ETF | Reduce -3.3% | 0.36% | −0.11 |
| MUB iShares National Muni Bond E | Reduce -24.9% | 0.13% | −0.08 |
| CVX Chevron Corp. | Reduce -3.3% | 0.17% | −0.07 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.07 |
| ACN Accenture PLC Class A | Reduce -27.9% | 0.10% | −0.07 |
| SPYV SS SPDR P S&P 500 Value ETF | Sold out | 0.00% | −0.06 |
| MRK Merck & Co. Inc. | Reduce -14.1% | 0.11% | −0.06 |
| FISV Fiserv Inc. | Reduce -6.2% | 0.10% | −0.06 |
| ADBE Adobe Inc. | Reduce -29.7% | 0.09% | −0.06 |
| PEP Pepsico Inc. | Reduce -3.6% | 0.14% | −0.06 |
| BND Vanguard Total Bond Market | Reduce -2.9% | 0.26% | −0.06 |
| BSV Vanguard Short-Term Bond ETF | Reduce -1.8% | 0.28% | −0.06 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -6.7% | 0.19% | −0.05 |
| CRM Salesforce Inc. | Reduce -11.2% | 0.17% | −0.05 |
| CPRT Copart Inc. | Reduce -23.4% | 0.07% | −0.05 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -14.8% | 0.10% | −0.05 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -21.4% | 0.16% | −0.05 |
| ORLY O'reilly Automotive Inc. | Sold out | 0.00% | −0.05 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.04 |
| SSO Proshares Ultra S&P500 | Sold out | 0.00% | −0.04 |
| SCHG Schwab US Large-Cap Growth | Reduce -1.3% | 1.49% | −0.04 |
| DD Dupont DE Nemours Inc. | Reduce -41.3% | 0.03% | −0.04 |
| SUB iShares Short-Term National | Reduce -14.9% | 0.10% | −0.04 |
| LOW Lowe's Cos Inc. | Reduce -10.2% | 0.09% | −0.04 |
| WY Weyerhaeuser Co. | Sold out | 0.00% | −0.04 |
| ADP Automatic Data Processing | Reduce -11.9% | 0.10% | −0.03 |
| BAC Bank of America Corp. | Reduce -11.3% | 0.19% | −0.03 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -14.4% | 0.09% | −0.03 |
| PCVX Vaxcyte Inc. | Sold out | 0.00% | −0.03 |
| CPB The Campbell's Company | Reduce -11.9% | 0.04% | −0.03 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.03 |
| NUE Nucor Corp. | Sold out | 0.00% | −0.03 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.03 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -6.8% | 0.20% | −0.03 |
| BMRN Biomarin Pharmaceutical Inc. | Sold out | 0.00% | −0.03 |
| QCOM Qualcomm Inc. | Reduce -19.9% | 0.07% | −0.03 |
| LFUS Littelfuse Inc. | Sold out | 0.00% | −0.03 |
| CAT Caterpillar Inc. | Reduce -15.4% | 0.15% | −0.03 |
| CLX Clorox Company | Reduce -29.4% | 0.03% | −0.03 |
| EXPO Exponent Inc. | Sold out | 0.00% | −0.03 |
| BMY Bristol-Myers Squibb Co. | Reduce -1.0% | 0.05% | −0.03 |
| JPSE JPM Diversified RT Small Cap | Sold out | 0.00% | −0.03 |
Portfolio Buys Q1 2025 → Q2 2025
| VUG Vanguard Mrngstar GR ETF-Sui | Add +16.8% | 12.70% | +1.82 |
| DFAI Dimensional International Co. | Add +159.3% | 1.60% | +0.94 |
| NVDA Nvidia Corp. | Add +2.0% | 3.81% | +0.78 |
| MSFT Microsoft Corp. | Add +9.1% | 3.07% | +0.56 |
| DFAE Dimensional Emerging Core Eq | Add +169.0% | 0.79% | +0.48 |
| AVGO Broadcom Inc. | Add +10.4% | 0.94% | +0.33 |
| NFLX Netflix Inc. | Add +8.3% | 0.58% | +0.14 |
| META Meta Platforms Inc. Class A | Add +1.6% | 1.52% | +0.14 |
| GEV GE Vernova Inc. | Add +25.9% | 0.29% | +0.13 |
| COF Capital One Financial Corp. | New | 0.10% | +0.10 |
| INTU Intuit Inc. | Add +35.2% | 0.31% | +0.10 |
| VIG Vanguard Dividend Apprec ETF | Add +228.1% | 0.14% | +0.09 |
| TSLA Tesla Inc. | Add +12.4% | 0.65% | +0.09 |
| SPOT Spotify Technology SA | Add +14.2% | 0.34% | +0.09 |
| VST Vistra Corp. | New | 0.09% | +0.09 |
| COIN Coinbase Global Inc. Class A | New | 0.08% | +0.08 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +50.1% | 0.19% | +0.08 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.08% | +0.08 |
| GE General Electric | Add +19.3% | 0.36% | +0.08 |
| VOO Vanguard S&P 500 ETF | Add +30.9% | 0.44% | +0.08 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +11.7% | 0.74% | +0.07 |
| CDNS Cadence Design SYS Inc. | Add +44.2% | 0.20% | +0.06 |
| MSTR Strategy Inc. | Add +61.0% | 0.12% | +0.06 |
| PWR Quanta Services Inc. | Add +10.4% | 0.20% | +0.06 |
| ANET Arista Networks Inc. | Add +107.2% | 0.10% | +0.06 |
| MRVL Marvell Technology Inc. | New | 0.05% | +0.05 |
| AMD Advanced Micro Devices | Add +10.2% | 0.23% | +0.05 |
| UBER Uber Technologies Inc. | Add +29.5% | 0.17% | +0.05 |
| NET Cloudflare Inc. Class A | Add +8.4% | 0.13% | +0.05 |
| SDY SS SPDR S&P Dividend ETF | Add +217.4% | 0.07% | +0.05 |
| AMAT Applied Materials Inc. | Add +26.9% | 0.17% | +0.04 |
| SNOW Snowflake Inc. | New | 0.04% | +0.04 |
| CVS CVS Health Corp. | New | 0.04% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +5.1% | 0.92% | +0.04 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +15.6% | 0.63% | +0.04 |
| HWM Howmet Aerospace Inc. | Add +55.2% | 0.09% | +0.04 |
| SNPS Synopsys Inc. | Add +39.5% | 0.14% | +0.04 |
| IDXX Idexx Laboratories Inc. | Add +41.9% | 0.11% | +0.04 |
| DG Dollar General Corp. | Add +36.7% | 0.11% | +0.04 |
| DASH DoorDash Inc. Class A | Add +13.6% | 0.16% | +0.04 |
| IQLT iShares MSCI International Q | New | 0.04% | +0.04 |
| VRT Vertiv Holdings Co. Class A | New | 0.03% | +0.03 |
| MS Morgan Stanley | Add +29.8% | 0.14% | +0.03 |
| AXON Axon Enterprise Inc. | Add +52.1% | 0.06% | +0.03 |
| GS Goldman Sachs Group Inc. | Add +7.2% | 0.22% | +0.03 |
| BKNG Booking Holdings Inc. | Add +7.2% | 0.25% | +0.03 |
| VOOV Vanguard S&P 500 Value ETF | New | 0.03% | +0.03 |
| JCI Johnson Controls Internation | New | 0.03% | +0.03 |
| SPGI S&P Global Inc. | Add +35.4% | 0.18% | +0.03 |
| CEG Constellation Energy | Add +10.5% | 0.09% | +0.03 |
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 |