Everhart Financial Group, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 7, 2026), Everhart Financial Group, Inc. reported 417 stock positions worth $1.1 billion. Its top holding was Vanguard Mrngstr Val ETF-Aui (VTV) at 14.4% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 12.9%) and VG Morningstar TS MKT ETF-US (VTI, 5.7%). Compared with Q3 2025, it opened 50 new positions, sold out of 23, added to 236 and reduced 120. The biggest buy was Dimensional International (DFAI, shares +36%) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- Dublin, OH
- CIK
- 0001852858
- Portfolio Value
- $1.1B (Q4 2025)
- SEC Filing
- 0002085853-26-000007 ↗ filed Jan 7, 2026
Holdings Value
Holdings 417 stocks · $1.1B
| VTV Vanguard Mrngstr Val ETF-Aui | 14.39% | 813,302 | $155.3M | Add +7.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 12.86% | 284,541 | $138.8M | Add +8.4% |
| VTI VG Morningstar TS MKT ETF-US | 5.73% | 184,403 | $61.8M | Reduce -9.1% |
| NVDA Nvidia Corp. | 3.95% | 228,421 | $42.6M | Add +4.7% |
| AAPL Apple Inc. | 3.12% | 124,008 | $33.7M | Add +7.9% |
| DFAI Dimensional International Co. | 3.00% | 848,859 | $32.4M | Add +35.8% |
| BIV Vanguard Intermediate-Term B | 2.75% | 381,643 | $29.7M | Reduce -6.4% |
| MSFT Microsoft Corp. | 2.58% | 57,545 | $27.8M | Add +2.5% |
| DFAE Dimensional Emerging Core Eq | 1.47% | 488,575 | $15.9M | Add +34.9% |
| AMZN Amazon.com Inc. | 1.47% | 68,540 | $15.8M | Add +12.1% |
| GOOGL Alphabet Inc. Class A | 1.22% | 42,230 | $13.2M | Add +15.1% |
| META Meta Platforms Inc. Class A | 1.16% | 18,974 | $12.5M | Add +1.1% |
| VWO Vanguard Ftse Emerging Marke | 1.15% | 231,501 | $12.4M | Reduce -8.7% |
| SCHG Schwab US Large-Cap Growth | 1.11% | 366,612 | $12.0M | Reduce -17.2% |
| GOOG Alphabet Inc. Class C | 1.10% | 37,774 | $11.9M | Add +7.4% |
| AVGO Broadcom Inc. | 1.07% | 33,465 | $11.6M | Add +7.8% |
| SCHB Schwab US Broad Market ETF | 1.03% | 425,763 | $11.2M | Reduce -5.8% |
| TSLA Tesla Inc. | 0.82% | 19,763 | $8.9M | Add +2.8% |
| LLY Eli Lilly & Co. | 0.75% | 7,574 | $8.1M | Add +17.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.75% | 38,208 | $8.1M | Add +5.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.71% | 15,318 | $7.7M | Add +3.4% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.69% | 26,609 | $7.4M | Add +10.0% |
| JPM JPMorgan Chase & Co. | 0.68% | 22,843 | $7.4M | Reduce -20.4% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.65% | 39,572 | $7.0M | Add +10.9% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.64% | 23,046 | $7.0M | Add +10.4% |
| VOO Vanguard S&P 500 ETF | 0.51% | 8,813 | $5.5M | Add +11.5% |
| VNQ Vanguard Real Estate ETF | 0.49% | 60,166 | $5.3M | Add +14.0% |
| ABBV Abbvie Inc. | 0.44% | 20,650 | $4.7M | Add +3.2% |
| WMT Walmart Inc. | 0.43% | 42,104 | $4.7M | Add +10.8% |
| V Visa Inc. Class A | 0.43% | 13,275 | $4.7M | Add +10.2% |
| PLTR Palantir Technologies Inc. Class A | 0.42% | 25,435 | $4.5M | Add +1.1% |
| XOM Exxon Mobil Corp. | 0.41% | 36,935 | $4.4M | Add +0.5% |
| COST Costco Wholesale Corp. | 0.41% | 5,088 | $4.4M | Add +9.6% |
| IVV iShares Core S&P 500 ETF | 0.38% | 5,957 | $4.1M | Add +0.2% |
| GE General Electric filed as GE AEROSPACE | 0.36% | 12,557 | $3.9M | Add +1.1% |
| SCHV Schwab US Large-Cap Value | 0.35% | 129,225 | $3.8M | Reduce -20.6% |
| NFLX Netflix Inc. | 0.34% | 39,228 | $3.7M | Add +3.6% |
| PG The Procter & Gamble Co. | 0.33% | 24,666 | $3.5M | Reduce -21.1% |
| GEV GE Vernova Inc. | 0.32% | 5,305 | $3.5M | Add +6.9% |
| MA Mastercard Inc. Class A | 0.32% | 5,981 | $3.4M | Add +0.0% |
| AMD Advanced Micro Devices | 0.30% | 15,371 | $3.3M | Add +4.8% |
| SCHM Schwab US Mid Cap ETF | 0.30% | 107,357 | $3.2M | Reduce -15.2% |
| JNJ Johnson & Johnson | 0.29% | 14,989 | $3.1M | Add +10.0% |
| VXUS Vanguard Total Intl Stock | 0.29% | 41,048 | $3.1M | Add +0.2% |
| INTU Intuit Inc. | 0.26% | 4,260 | $2.8M | Add +26.1% |
| CSCO Cisco Systems Inc. | 0.26% | 35,855 | $2.8M | Add +23.1% |
| MU Micron Technology Inc. | 0.25% | 9,635 | $2.7M | Add +26.1% |
| SCHD Schwab US DVD Equity ETF | 0.25% | 97,982 | $2.7M | Reduce -7.6% |
| GS Goldman Sachs Group Inc. | 0.24% | 2,974 | $2.6M | Add +4.7% |
| CAT Caterpillar Inc. | 0.24% | 4,555 | $2.6M | Add +14.3% |
| AMAT Applied Materials Inc. | 0.23% | 9,720 | $2.5M | Add +17.7% |
| ORCL Oracle Corp. | 0.23% | 12,679 | $2.5M | Reduce -5.9% |
| AXP American Express Co. | 0.22% | 6,552 | $2.4M | Add +32.5% |
| SPOT Spotify Technology SA | 0.22% | 4,169 | $2.4M | Add +7.6% |
| HD Home Depot Inc. | 0.22% | 6,886 | $2.4M | Add +6.0% |
| ISRG Intuitive Surgical Inc. | 0.22% | 4,147 | $2.3M | Add +36.0% |
| BKNG Booking Holdings Inc. | 0.22% | 437 | $2.3M | Add +12.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.22% | 7,877 | $2.3M | Add +9.6% |
| PWR Quanta Services Inc. | 0.21% | 5,500 | $2.3M | Add +10.0% |
| WFC Wells Fargo & Co. | 0.21% | 24,880 | $2.3M | Add +12.8% |
| RTX RTX Corp. | 0.21% | 12,502 | $2.3M | Add +5.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.21% | 41,247 | $2.3M | Add +9.4% |
| PM Philip Morris International | 0.21% | 14,111 | $2.3M | Add +1.5% |
| KO The Coca-Cola Co. | 0.20% | 31,268 | $2.2M | Add +23.9% |
| WDC Western Digital Corp. | 0.20% | 12,568 | $2.2M | Add +35.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.20% | 13,854 | $2.1M | Add +5.5% |
| BSV Vanguard Short-Term Bond ETF | 0.20% | 26,985 | $2.1M | Reduce -5.8% |
| MCD McDonald's Corp. | 0.19% | 6,705 | $2.0M | Add +18.1% |
| RCL Royal Caribbean Cruises Ltd. | 0.19% | 7,281 | $2.0M | Reduce -1.1% |
| APP AppLovin Corp. Class A | 0.19% | 2,985 | $2.0M | Add +30.9% |
| SCHA Schwab US Small-Cap ETF | 0.19% | 70,467 | $2.0M | Reduce -9.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.19% | 22,399 | $2.0M | Add +0.3% |
| VEA Vanguard Ftse Developed ETF | 0.18% | 31,844 | $2.0M | Add +4.8% |
| SPGI S&P Global Inc. | 0.18% | 3,801 | $2.0M | Add +24.6% |
| SCHX Schwab US Large-Cap ETF | 0.18% | 72,890 | $2.0M | Reduce -2.5% |
| LRCX Lam Research Corp. | 0.17% | 11,026 | $1.9M | Add +22.6% |
| WMB Williams Cos Inc. | 0.17% | 31,022 | $1.9M | Add +51.2% |
| CDNS Cadence Design SYS Inc. | 0.17% | 5,941 | $1.9M | Add +5.1% |
| BND Vanguard Total Bond Market | 0.17% | 24,630 | $1.8M | Add +9.3% |
| CVX Chevron Corp. | 0.16% | 11,539 | $1.8M | Reduce -1.4% |
| SLS Sellas Life Sciences Group I | 0.16% | 466,216 | $1.8M | Add +40.8% |
| MS Morgan Stanley | 0.16% | 9,894 | $1.8M | Add +7.8% |
| PEP Pepsico Inc. | 0.16% | 12,182 | $1.7M | Add +21.1% |
| WBD Warner Bros Discovery Inc. | 0.16% | 59,709 | $1.7M | Add +25.2% |
| MCK McKesson Corp. | 0.15% | 2,030 | $1.7M | Add +5.2% |
| WELL Welltower Inc. | 0.15% | 8,938 | $1.7M | Add +4.3% |
| BSX Boston Scientific Corp. | 0.15% | 17,087 | $1.6M | Add +1.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.15% | 32,084 | $1.6M | Reduce -0.2% |
| MRK Merck & Co. Inc. | 0.15% | 15,151 | $1.6M | Add +24.3% |
| ABT Abbott Laboratories | 0.15% | 12,662 | $1.6M | Reduce -7.7% |
| ADI Analog Devices Inc. | 0.15% | 5,816 | $1.6M | Add +50.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.15% | 3,343 | $1.6M | Add +6.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.14% | 6,018 | $1.6M | Add +11.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.14% | 5,307 | $1.5M | Reduce -0.5% |
| NOW ServiceNow Inc. | 0.14% | 10,031 | $1.5M | Add +5.7% |
| PANW Palo Alto Networks Inc. | 0.14% | 8,157 | $1.5M | Add +11.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.14% | 2,197 | $1.5M | Reduce -1.1% |
| ITT Itt Inc. | 0.14% | 8,533 | $1.5M | Add +3.2% |
| DASH DoorDash Inc. Class A | 0.14% | 6,537 | $1.5M | Reduce -1.7% |
| UNH Unitedhealth Group Inc. | 0.13% | 4,402 | $1.5M | Add +12.8% |
Portfolio Sells Q3 2025 → Q4 2025
| VTI VG Morningstar TS MKT ETF-US | Reduce -9.1% | 5.73% | −0.94 |
| BIV Vanguard Intermediate-Term B | Reduce -6.4% | 2.75% | −0.44 |
| SCHG Schwab US Large-Cap Growth | Reduce -17.2% | 1.11% | −0.31 |
| JPM JPMorgan Chase & Co. | Reduce -20.4% | 0.68% | −0.23 |
| VWO Vanguard Ftse Emerging Marke | Reduce -8.7% | 1.15% | −0.22 |
| PG The Procter & Gamble Co. | Reduce -21.1% | 0.33% | −0.15 |
| ORCL Oracle Corp. | Reduce -5.9% | 0.23% | −0.15 |
| SCHB Schwab US Broad Market ETF | Reduce -5.8% | 1.03% | −0.13 |
| SCHV Schwab US Large-Cap Value | Reduce -20.6% | 0.35% | −0.12 |
| MSTR Strategy Inc. | Sold out | 0.00% | −0.08 |
| SCHM Schwab US Mid Cap ETF | Reduce -15.2% | 0.30% | −0.08 |
| BRK.A Berkshire Hathaway Inc. Class A | Sold out | 0.00% | −0.08 |
| VGSH Vanguard Short-Term Treasury | Reduce -53.2% | 0.05% | −0.07 |
| HIW Highwoods Properties Inc. | Sold out | 0.00% | −0.06 |
| UBER Uber Technologies Inc. | Reduce -12.7% | 0.11% | −0.06 |
| CSGP Costar Group Inc. | Reduce -60.8% | 0.02% | −0.05 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -1.1% | 0.19% | −0.05 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.05 |
| T AT&T Inc. | Reduce -11.7% | 0.13% | −0.05 |
| TTD Trade Desk Inc./the Class A | Reduce -14.0% | 0.07% | −0.05 |
| LIN Linde PLC | Reduce -27.1% | 0.07% | −0.04 |
| DASH DoorDash Inc. Class A | Reduce -1.7% | 0.14% | −0.04 |
| AZO AutoZone Inc. | Reduce -3.5% | 0.10% | −0.04 |
| SCHD Schwab US DVD Equity ETF | Reduce -7.6% | 0.25% | −0.04 |
| SJM The JM Smucker Co. | Sold out | 0.00% | −0.04 |
| VZ Verizon Communications Inc. | Reduce -33.3% | 0.05% | −0.04 |
| ABT Abbott Laboratories | Reduce -7.7% | 0.15% | −0.04 |
| CPB The Campbell's Company | Sold out | 0.00% | −0.04 |
| LNG Cheniere Energy Inc. | Reduce -21.4% | 0.05% | −0.04 |
| CTAS Cintas Corp. | Reduce -10.2% | 0.11% | −0.03 |
| CI The Cigna Group | Reduce -26.6% | 0.06% | −0.03 |
| DIOD Diodes Inc. | Sold out | 0.00% | −0.03 |
| ADP Automatic Data Processing | Reduce -13.7% | 0.07% | −0.03 |
| SCHA Schwab US Small-Cap ETF | Reduce -9.2% | 0.19% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -49.9% | 0.02% | −0.03 |
| PGR Progressive Corp. | Reduce -13.5% | 0.08% | −0.03 |
| BSV Vanguard Short-Term Bond ETF | Reduce -5.8% | 0.20% | −0.03 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.03 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.03 |
| CLX Clorox Company | Sold out | 0.00% | −0.03 |
| BLK BlackRock Inc. | Reduce -4.2% | 0.12% | −0.03 |
| MPC Marathon Petroleum Corp. | Reduce -4.7% | 0.08% | −0.03 |
| SYK Stryker Corp. | Reduce -10.6% | 0.10% | −0.03 |
| AXON Axon Enterprise Inc. | Reduce -33.2% | 0.03% | −0.03 |
| ALNY Alnylam Pharmaceuticals Inc. | Reduce -3.4% | 0.09% | −0.03 |
| CPRT Copart Inc. | Reduce -27.2% | 0.04% | −0.03 |
| IWP iShares Russell Mid-Cap Grow | Sold out | 0.00% | −0.02 |
| CF CF Industries Holdings Inc. | Sold out | 0.00% | −0.02 |
| ETN Eaton Corp. PLC | Sold out | 0.00% | −0.02 |
| KR Kroger Co. | Reduce -13.7% | 0.07% | −0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| DFAI Dimensional International Co. | Add +35.8% | 3.00% | +0.72 |
| GOOGL Alphabet Inc. Class A | Add +15.1% | 1.22% | +0.33 |
| DFAE Dimensional Emerging Core Eq | Add +34.9% | 1.47% | +0.33 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +7.8% | 14.39% | +0.28 |
| LLY Eli Lilly & Co. | Add +17.6% | 0.75% | +0.26 |
| GOOG Alphabet Inc. Class C | Add +7.4% | 1.10% | +0.24 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +8.4% | 12.86% | +0.24 |
| AAPL Apple Inc. | Add +7.9% | 3.12% | +0.19 |
| MU Micron Technology Inc. | Add +26.1% | 0.25% | +0.13 |
| AMZN Amazon.com Inc. | Add +12.1% | 1.47% | +0.12 |
| SLS Sellas Life Sciences Group I | Add +40.8% | 0.16% | +0.11 |
| WDC Western Digital Corp. | Add +35.3% | 0.20% | +0.09 |
| ISRG Intuitive Surgical Inc. | Add +36.0% | 0.22% | +0.08 |
| LFST Lifestance Health Group Inc. | New | 0.07% | +0.07 |
| AMD Advanced Micro Devices | Add +4.8% | 0.30% | +0.07 |
| IPAY Amplify Digital Payments ETF | New | 0.07% | +0.07 |
| WBD Warner Bros Discovery Inc. | Add +25.2% | 0.16% | +0.07 |
| AMAT Applied Materials Inc. | Add +17.7% | 0.23% | +0.06 |
| AXP American Express Co. | Add +32.5% | 0.22% | +0.06 |
| INSP Inspire Medical Systems Inc. | New | 0.06% | +0.06 |
| CSCO Cisco Systems Inc. | Add +23.1% | 0.26% | +0.06 |
| ACN Accenture PLC Class A | Add +130.1% | 0.10% | +0.05 |
| LRCX Lam Research Corp. | Add +22.6% | 0.17% | +0.05 |
| NDAQ Nasdaq Inc. | Add +67.7% | 0.13% | +0.05 |
| CAT Caterpillar Inc. | Add +14.3% | 0.24% | +0.05 |
| ADI Analog Devices Inc. | Add +50.3% | 0.15% | +0.05 |
| VRT Vertiv Holdings Co. Class A | Add +66.8% | 0.12% | +0.05 |
| CAH Cardinal Health Inc. | Add +126.0% | 0.07% | +0.05 |
| INSM Insmed Inc. | New | 0.05% | +0.05 |
| AVGO Broadcom Inc. | Add +7.8% | 1.07% | +0.05 |
| WM Waste Management Inc. | New | 0.05% | +0.05 |
| MRK Merck & Co. Inc. | Add +24.3% | 0.15% | +0.05 |
| AEP American Electric Power | Add +141.0% | 0.08% | +0.04 |
| NVT Nvent Electric PLC | Add +64.9% | 0.12% | +0.04 |
| WMB Williams Cos Inc. | Add +51.2% | 0.17% | +0.04 |
| WMT Walmart Inc. | Add +10.8% | 0.43% | +0.04 |
| MDGL Madrigal Pharmaceuticals Inc. | Add +153.4% | 0.06% | +0.04 |
| TKO Tko Group Holdings Inc. | New | 0.04% | +0.04 |
| CIEN Ciena Corp. | Add +88.8% | 0.06% | +0.04 |
| ROP Roper Technologies Inc. | New | 0.04% | +0.04 |
| RKT Rocket Cos Inc. Class A | New | 0.04% | +0.04 |
| ASML ASML Holding NV-NY Reg SHS | Add +112.8% | 0.07% | +0.04 |
| SPGI S&P Global Inc. | Add +24.6% | 0.18% | +0.04 |
| KO The Coca-Cola Co. | Add +23.9% | 0.20% | +0.03 |
| JNJ Johnson & Johnson | Add +10.0% | 0.29% | +0.03 |
| TSM Taiwan Semiconductor-SP ADR | Add +124.2% | 0.06% | +0.03 |
| BC Brunswick Corp. | New | 0.03% | +0.03 |
| WTW Willis Towers Watson PLC | New | 0.03% | +0.03 |
| XLE SS Energy Select Sector | New | 0.03% | +0.03 |
| TMO Thermo Fisher Scientific Inc. | Add +32.2% | 0.10% | +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 |