Everhart Financial Group, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 4, 2025), Everhart Financial Group, Inc. reported 390 stock positions worth $997.8 million. Its top holding was Vanguard Mrngstr Val ETF-Aui (VTV) at 14.1% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 12.6%) and VG Morningstar TS MKT ETF-US (VTI, 6.7%). Compared with Q2 2025, it opened 61 new positions, sold out of 11, added to 241 and reduced 82. The biggest buy was Dimensional International (DFAI, shares +56%) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- Dublin, OH
- CIK
- 0001852858
- Portfolio Value
- $997.8M (Q3 2025)
- SEC Filing
- 0002085853-25-000218 ↗ filed Nov 4, 2025
Holdings Value
Holdings 390 stocks · $997.8M
| VTV Vanguard Mrngstr Val ETF-Aui | 14.11% | 754,754 | $140.8M | Add +10.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 12.62% | 262,574 | $125.9M | Add +4.7% |
| VTI VG Morningstar TS MKT ETF-US | 6.67% | 202,804 | $66.6M | Reduce -2.3% |
| NVDA Nvidia Corp. | 4.08% | 218,154 | $40.7M | Add +4.5% |
| BIV Vanguard Intermediate-Term B | 3.19% | 407,710 | $31.8M | Reduce -2.6% |
| AAPL Apple Inc. | 2.93% | 114,970 | $29.3M | Add +0.3% |
| MSFT Microsoft Corp. | 2.91% | 56,151 | $29.1M | Add +5.1% |
| DFAI Dimensional International Co. | 2.28% | 625,322 | $22.7M | Add +55.9% |
| SCHG Schwab US Large-Cap Growth | 1.42% | 442,681 | $14.1M | Add +0.6% |
| META Meta Platforms Inc. Class A | 1.38% | 18,776 | $13.8M | Add +5.1% |
| VWO Vanguard Ftse Emerging Marke | 1.38% | 253,493 | $13.7M | Reduce -7.9% |
| AMZN Amazon.com Inc. | 1.34% | 61,122 | $13.4M | Add +6.2% |
| SCHB Schwab US Broad Market ETF | 1.16% | 451,757 | $11.6M | Reduce -2.7% |
| DFAE Dimensional Emerging Core Eq | 1.14% | 362,226 | $11.4M | Add +53.4% |
| AVGO Broadcom Inc. | 1.03% | 31,037 | $10.2M | Add +5.6% |
| JPM JPMorgan Chase & Co. | 0.91% | 28,689 | $9.0M | Add +4.3% |
| GOOGL Alphabet Inc. Class A | 0.89% | 36,688 | $8.9M | Add +7.4% |
| GOOG Alphabet Inc. Class C | 0.86% | 35,162 | $8.6M | Add +10.2% |
| TSLA Tesla Inc. | 0.86% | 19,221 | $8.5M | Add +9.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.76% | 36,345 | $7.6M | Add +7.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.75% | 14,815 | $7.4M | Add +1.6% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.71% | 24,192 | $7.1M | Add +6.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.62% | 35,694 | $6.2M | Add +10.7% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.62% | 20,882 | $6.2M | Add +6.4% |
| LLY Eli Lilly & Co. | 0.49% | 6,442 | $4.9M | Reduce -1.1% |
| VOO Vanguard S&P 500 ETF | 0.48% | 7,901 | $4.8M | Add +16.9% |
| VNQ Vanguard Real Estate ETF | 0.48% | 52,768 | $4.8M | Add +6.9% |
| PG The Procter & Gamble Co. | 0.48% | 31,269 | $4.8M | Reduce -4.8% |
| SCHV Schwab US Large-Cap Value | 0.47% | 162,660 | $4.7M | Reduce -2.3% |
| ABBV Abbvie Inc. | 0.46% | 20,011 | $4.6M | Add +5.0% |
| PLTR Palantir Technologies Inc. Class A | 0.46% | 25,158 | $4.6M | Add +3.6% |
| NFLX Netflix Inc. | 0.46% | 3,788 | $4.5M | Add +1.7% |
| COST Costco Wholesale Corp. | 0.43% | 4,641 | $4.3M | Reduce -1.8% |
| XOM Exxon Mobil Corp. | 0.42% | 36,768 | $4.1M | Add +8.3% |
| V Visa Inc. Class A | 0.41% | 12,052 | $4.1M | Reduce -1.2% |
| IVV iShares Core S&P 500 ETF | 0.40% | 5,947 | $4.0M | Add +5.0% |
| WMT Walmart Inc. | 0.39% | 38,002 | $3.9M | Add +4.8% |
| ORCL Oracle Corp. | 0.38% | 13,469 | $3.8M | Add +7.5% |
| SCHM Schwab US Mid Cap ETF | 0.38% | 126,651 | $3.8M | Reduce -0.7% |
| GE General Electric filed as GE AEROSPACE | 0.37% | 12,420 | $3.7M | Add +3.7% |
| MA Mastercard Inc. Class A | 0.34% | 5,980 | $3.4M | Add +3.8% |
| GEV GE Vernova Inc. | 0.31% | 4,964 | $3.1M | Add +4.4% |
| VXUS Vanguard Total Intl Stock | 0.30% | 40,979 | $3.0M | Reduce -11.0% |
| SCHD Schwab US DVD Equity ETF | 0.29% | 106,013 | $2.9M | Reduce -10.5% |
| SPOT Spotify Technology SA | 0.27% | 3,873 | $2.7M | Add +0.6% |
| HD Home Depot Inc. | 0.26% | 6,496 | $2.6M | Add +4.7% |
| JNJ Johnson & Johnson | 0.25% | 13,624 | $2.5M | Add +9.9% |
| RCL Royal Caribbean Cruises Ltd. | 0.24% | 7,366 | $2.4M | Add +10.6% |
| AMD Advanced Micro Devices | 0.24% | 14,666 | $2.4M | Add +4.4% |
| INTU Intuit Inc. | 0.23% | 3,379 | $2.3M | Add +0.0% |
| GS Goldman Sachs Group Inc. | 0.23% | 2,840 | $2.3M | Add +7.2% |
| BSV Vanguard Short-Term Bond ETF | 0.23% | 28,658 | $2.3M | Reduce -7.0% |
| PM Philip Morris International | 0.23% | 13,901 | $2.3M | Add +3.0% |
| SCHA Schwab US Small-Cap ETF | 0.22% | 77,625 | $2.2M | Reduce -0.1% |
| BKNG Booking Holdings Inc. | 0.21% | 387 | $2.1M | Add +3.5% |
| PWR Quanta Services Inc. | 0.21% | 4,998 | $2.1M | Add +8.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.20% | 7,185 | $2.0M | Reduce -0.1% |
| CSCO Cisco Systems Inc. | 0.20% | 29,114 | $2.0M | Add +5.9% |
| CDNS Cadence Design SYS Inc. | 0.20% | 5,653 | $2.0M | Add +1.9% |
| RTX RTX Corp. | 0.20% | 11,826 | $2.0M | Add +7.3% |
| SCHX Schwab US Large-Cap ETF | 0.20% | 74,757 | $2.0M | Reduce -19.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.20% | 22,343 | $2.0M | Add +5.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.20% | 37,707 | $1.9M | Add +9.8% |
| CAT Caterpillar Inc. | 0.19% | 3,984 | $1.9M | Add +18.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.19% | 13,138 | $1.9M | Add +2.9% |
| WFC Wells Fargo & Co. | 0.19% | 22,065 | $1.8M | Add +4.8% |
| ABT Abbott Laboratories | 0.18% | 13,722 | $1.8M | Add +1.5% |
| VEA Vanguard Ftse Developed ETF | 0.18% | 30,387 | $1.8M | Reduce -1.8% |
| CVX Chevron Corp. | 0.18% | 11,697 | $1.8M | Add +11.4% |
| DASH DoorDash Inc. Class A | 0.18% | 6,653 | $1.8M | Add +15.8% |
| T AT&T Inc. | 0.18% | 62,507 | $1.8M | Add +5.8% |
| NOW ServiceNow Inc. | 0.18% | 1,899 | $1.7M | Add +1.8% |
| MCD McDonald's Corp. | 0.17% | 5,680 | $1.7M | Reduce -7.7% |
| AMAT Applied Materials Inc. | 0.17% | 8,259 | $1.7M | Add +1.6% |
| UBER Uber Technologies Inc. | 0.17% | 17,200 | $1.7M | Add +10.3% |
| BND Vanguard Total Bond Market | 0.17% | 22,525 | $1.7M | Reduce -26.7% |
| KO The Coca-Cola Co. | 0.17% | 25,242 | $1.7M | Reduce -0.6% |
| BSX Boston Scientific Corp. | 0.17% | 16,861 | $1.6M | Add +1.7% |
| AXP American Express Co. | 0.16% | 4,946 | $1.6M | Add +16.3% |
| APP AppLovin Corp. Class A | 0.16% | 2,281 | $1.6M | Reduce -9.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.16% | 32,159 | $1.6M | Reduce -4.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.16% | 5,333 | $1.6M | Add +4.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.15% | 3,136 | $1.5M | Reduce -1.0% |
| WELL Welltower Inc. | 0.15% | 8,569 | $1.5M | Add +16.8% |
| DUK Duke Energy Corp. | 0.15% | 12,245 | $1.5M | Add +2.8% |
| STXG Strive 1000 Growth ETF | 0.15% | 30,223 | $1.5M | Reduce -17.4% |
| BLK BlackRock Inc. | 0.15% | 1,285 | $1.5M | Add +27.7% |
| MCK McKesson Corp. | 0.15% | 1,929 | $1.5M | Add +21.6% |
| PANW Palo Alto Networks Inc. | 0.15% | 7,293 | $1.5M | Reduce -0.9% |
| SPGI S&P Global Inc. | 0.15% | 3,051 | $1.5M | Add +2.2% |
| AZO AutoZone Inc. | 0.15% | 346 | $1.5M | Add +10.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.15% | 2,222 | $1.5M | Reduce -0.2% |
| ITT Itt Inc. | 0.15% | 8,269 | $1.5M | Add +9.6% |
| MS Morgan Stanley | 0.15% | 9,182 | $1.5M | Add +8.9% |
| CTAS Cintas Corp. | 0.14% | 6,903 | $1.4M | Add +4.5% |
| PEP Pepsico Inc. | 0.14% | 10,059 | $1.4M | Add +6.8% |
| NET Cloudflare Inc. Class A | 0.14% | 6,460 | $1.4M | Add +14.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.14% | 5,423 | $1.4M | Add +5.2% |
| ISRG Intuitive Surgical Inc. | 0.14% | 3,049 | $1.4M | Reduce -10.4% |
| NI Nisource Inc. | 0.14% | 31,451 | $1.4M | Add +2.7% |
Portfolio Sells Q2 2025 → Q3 2025
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.3% | 6.67% | −0.62 |
| BIV Vanguard Intermediate-Term B | Reduce -2.6% | 3.19% | −0.55 |
| VWO Vanguard Ftse Emerging Marke | Reduce -7.9% | 1.38% | −0.20 |
| PG The Procter & Gamble Co. | Reduce -4.8% | 0.48% | −0.12 |
| SCHB Schwab US Broad Market ETF | Reduce -2.7% | 1.16% | −0.11 |
| COST Costco Wholesale Corp. | Reduce -1.8% | 0.43% | −0.11 |
| VGSH Vanguard Short-Term Treasury | Reduce -37.1% | 0.12% | −0.10 |
| LLY Eli Lilly & Co. | Reduce -1.1% | 0.49% | −0.09 |
| BND Vanguard Total Bond Market | Reduce -26.7% | 0.17% | −0.09 |
| V Visa Inc. Class A | Reduce -1.2% | 0.41% | −0.09 |
| ISRG Intuitive Surgical Inc. | Reduce -10.4% | 0.14% | −0.08 |
| SCHD Schwab US DVD Equity ETF | Reduce -10.5% | 0.29% | −0.07 |
| VXUS Vanguard Total Intl Stock | Reduce -11.0% | 0.30% | −0.07 |
| SCHX Schwab US Large-Cap ETF | Reduce -19.4% | 0.20% | −0.06 |
| SCHV Schwab US Large-Cap Value | Reduce -2.3% | 0.47% | −0.06 |
| ACN Accenture PLC Class A | Reduce -41.5% | 0.04% | −0.06 |
| BSV Vanguard Short-Term Bond ETF | Reduce -7.0% | 0.23% | −0.05 |
| CRM Salesforce Inc. | Reduce -8.6% | 0.12% | −0.05 |
| FISV Fiserv Inc. | Reduce -21.4% | 0.05% | −0.05 |
| CHTR Charter Communications Inc. Class A | Sold out | 0.00% | −0.05 |
| STXG Strive 1000 Growth ETF | Reduce -17.4% | 0.15% | −0.04 |
| IBM Intl Business Machines Corp. | Reduce -0.1% | 0.20% | −0.04 |
| CWST Casella Waste Systems Inc. Class A | Reduce -42.3% | 0.03% | −0.04 |
| KO The Coca-Cola Co. | Reduce -0.6% | 0.17% | −0.04 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -19.1% | 0.12% | −0.04 |
| MSTR Strategy Inc. | Reduce -1.6% | 0.08% | −0.04 |
| SCHM Schwab US Mid Cap ETF | Reduce -0.7% | 0.38% | −0.04 |
| CMG Chipotle Mexican Grill Inc. | Reduce -7.8% | 0.05% | −0.04 |
| MCD McDonald's Corp. | Reduce -7.7% | 0.17% | −0.03 |
| BOND PIMCO Active Bond Exchange-T | Sold out | 0.00% | −0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -1.0% | 0.15% | −0.03 |
| FIS Fidelity National Info Serv | Reduce -15.4% | 0.05% | −0.03 |
| PGR Progressive Corp. | Reduce -1.4% | 0.11% | −0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -4.5% | 0.16% | −0.03 |
| RLI Rli Corp. | Sold out | 0.00% | −0.03 |
| IFF Intl Flavors & Fragrances | Sold out | 0.00% | −0.03 |
| CNC Centene Corp. | Sold out | 0.00% | −0.03 |
| USHY iShares Broad Usd High Yield | Sold out | 0.00% | −0.03 |
| MDGL Madrigal Pharmaceuticals Inc. | Reduce -66.7% | 0.02% | −0.03 |
| DAR Darling Ingredients Inc. | Sold out | 0.00% | −0.03 |
| BLV Vanguard Long-Term Bond ETF | Sold out | 0.00% | −0.03 |
| DXCM Dexcom Inc. | Sold out | 0.00% | −0.03 |
| PANW Palo Alto Networks Inc. | Reduce -0.9% | 0.15% | −0.03 |
| STXV Strive 1000 Value ETF | Reduce -7.2% | 0.13% | −0.02 |
| MFC Manulife Financial Corp. | Sold out | 0.00% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -1.8% | 0.18% | −0.02 |
| ELV Elevance Health Inc. | Reduce -11.2% | 0.04% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -6.2% | 0.12% | −0.02 |
| SUB iShares Short-Term National | Reduce -6.1% | 0.08% | −0.02 |
| HBAN Huntington Bancshares Inc. | Reduce -6.1% | 0.10% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| DFAI Dimensional International Co. | Add +55.9% | 2.28% | +0.68 |
| DFAE Dimensional Emerging Core Eq | Add +53.4% | 1.14% | +0.35 |
| NVDA Nvidia Corp. | Add +4.5% | 4.08% | +0.27 |
| AAPL Apple Inc. | Add +0.3% | 2.93% | +0.22 |
| TSLA Tesla Inc. | Add +9.3% | 0.86% | +0.21 |
| GOOG Alphabet Inc. Class C | Add +10.2% | 0.86% | +0.20 |
| GOOGL Alphabet Inc. Class A | Add +7.4% | 0.89% | +0.20 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +10.0% | 14.11% | +0.10 |
| AVGO Broadcom Inc. | Add +5.6% | 1.03% | +0.09 |
| PLTR Palantir Technologies Inc. Class A | Add +3.6% | 0.46% | +0.08 |
| PULS Pgim Ultra Short Bond ETF | New | 0.06% | +0.06 |
| ORCL Oracle Corp. | Add +7.5% | 0.38% | +0.06 |
| WDC Western Digital Corp. | Add +30.4% | 0.11% | +0.06 |
| ABBV Abbvie Inc. | Add +5.0% | 0.46% | +0.06 |
| UNH Unitedhealth Group Inc. | Add +75.9% | 0.14% | +0.06 |
| SLS Sellas Life Sciences Group I | New | 0.05% | +0.05 |
| LRCX Lam Research Corp. | Add +34.9% | 0.12% | +0.05 |
| APH Amphenol Corp. Class A | New | 0.04% | +0.04 |
| NEM Newmont Corp. | Add +26.6% | 0.12% | +0.04 |
| MU Micron Technology Inc. | Add +26.9% | 0.13% | +0.04 |
| VOO Vanguard S&P 500 ETF | Add +16.9% | 0.48% | +0.04 |
| ORLY O'reilly Automotive Inc. | New | 0.04% | +0.04 |
| VRT Vertiv Holdings Co. Class A | Add +114.9% | 0.07% | +0.04 |
| WBD Warner Bros Discovery Inc. | Add +20.0% | 0.09% | +0.04 |
| LGIH Lgi Homes Inc. | New | 0.04% | +0.04 |
| CAT Caterpillar Inc. | Add +18.5% | 0.19% | +0.04 |
| ALNY Alnylam Pharmaceuticals Inc. | Add +19.9% | 0.12% | +0.04 |
| ITW Illinois Tool Works | New | 0.04% | +0.04 |
| NOC Northrop Grumman Corp. | New | 0.03% | +0.03 |
| AEP American Electric Power | New | 0.03% | +0.03 |
| JNJ Johnson & Johnson | Add +9.9% | 0.25% | +0.03 |
| DIOD Diodes Inc. | New | 0.03% | +0.03 |
| EMR Emerson Electric Co. | New | 0.03% | +0.03 |
| CBRE CBRE Group Inc. Class A | New | 0.03% | +0.03 |
| C Citigroup Inc. | New | 0.03% | +0.03 |
| SO The Southern Co. | New | 0.03% | +0.03 |
| D Dominion Energy Inc. | New | 0.03% | +0.03 |
| BNY Bank of New York Mellon Corp. | New | 0.03% | +0.03 |
| TMO Thermo Fisher Scientific Inc. | Add +75.9% | 0.07% | +0.03 |
| ANET Arista Networks Inc. | Add +5.5% | 0.13% | +0.03 |
| CRL Charles River Laboratories | New | 0.03% | +0.03 |
| APTV Aptiv PLC | New | 0.03% | +0.03 |
| SPYV SS SPDR P S&P 500 Value ETF | New | 0.03% | +0.03 |
| GLW Corning Inc. | New | 0.03% | +0.03 |
| VT Vanguard Tot World STK ETF | New | 0.03% | +0.03 |
| BLK BlackRock Inc. | Add +27.7% | 0.15% | +0.03 |
| MDYG SS SPDR S&P 400 MC GR ETF | New | 0.03% | +0.03 |
| BX Blackstone Inc. | New | 0.03% | +0.03 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.03% | +0.03 |
| CAH Cardinal Health Inc. | New | 0.03% | +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 |