Everhart Financial Group, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 9, 2026), Everhart Financial Group, Inc. reported 464 stock positions worth $1.2 billion. Its top holding was Vanguard Mrngstr Val ETF-Aui (VTV) at 14.2% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 12.1%) and VG Morningstar TS MKT ETF-US (VTI, 4.9%). Compared with Q4 2025, it opened 74 new positions, sold out of 27, added to 283 and reduced 92. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +410%) 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
- $1.2B (Q1 2026)
- SEC Filing
- 0002085853-26-000316 ↗ filed Apr 9, 2026
Holdings Value
Holdings 464 stocks · $1.2B
| VTV Vanguard Mrngstr Val ETF-Aui | 14.25% | 852,879 | $167.3M | Add +4.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 12.11% | 325,657 | $142.2M | Add +14.4% |
| VTI VG Morningstar TS MKT ETF-US | 4.91% | 179,893 | $57.7M | Reduce -2.5% |
| NVDA Nvidia Corp. | 3.73% | 250,857 | $43.7M | Add +9.8% |
| DFAI Dimensional International Co. | 3.42% | 1,031,892 | $40.2M | Add +21.6% |
| AAPL Apple Inc. | 3.05% | 141,157 | $35.8M | Add +13.8% |
| BIV Vanguard Intermediate-Term B | 2.42% | 368,287 | $28.4M | Reduce -3.5% |
| MSFT Microsoft Corp. | 1.97% | 62,502 | $23.1M | Add +8.6% |
| DFAE Dimensional Emerging Core Eq | 1.70% | 590,888 | $20.0M | Add +20.9% |
| AMZN Amazon.com Inc. | 1.33% | 75,085 | $15.6M | Add +9.6% |
| GOOGL Alphabet Inc. Class A | 1.17% | 47,863 | $13.8M | Add +13.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.04% | 56,396 | $12.3M | Add +47.6% |
| AVGO Broadcom Inc. | 1.04% | 39,505 | $12.2M | Add +18.1% |
| GOOG Alphabet Inc. Class C | 1.03% | 42,154 | $12.1M | Add +11.6% |
| VWO Vanguard Ftse Emerging Marke | 1.01% | 218,728 | $11.8M | Reduce -5.5% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.99% | 63,399 | $11.7M | Add +60.2% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.97% | 44,070 | $11.3M | Add +65.6% |
| META Meta Platforms Inc. Class A | 0.95% | 19,484 | $11.1M | Add +2.7% |
| SCHB Schwab US Broad Market ETF | 0.90% | 421,975 | $10.6M | Reduce -0.9% |
| SCHG Schwab US Large-Cap Growth | 0.89% | 358,136 | $10.4M | Reduce -2.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.69% | 16,902 | $8.1M | Add +10.3% |
| JPM JPMorgan Chase & Co. | 0.68% | 26,974 | $7.9M | Add +18.1% |
| TSLA Tesla Inc. | 0.67% | 21,248 | $7.9M | Add +7.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.64% | 24,933 | $7.5M | Add +8.2% |
| LLY Eli Lilly & Co. | 0.63% | 8,049 | $7.4M | Add +6.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.62% | 11,199 | $7.3M | Add +409.7% |
| XOM Exxon Mobil Corp. | 0.61% | 42,535 | $7.2M | Add +15.2% |
| VOO Vanguard S&P 500 ETF | 0.51% | 10,025 | $6.0M | Add +13.8% |
| WMT Walmart Inc. | 0.51% | 47,723 | $5.9M | Add +13.3% |
| VNQ Vanguard Real Estate ETF | 0.49% | 65,368 | $5.8M | Add +8.7% |
| ABBV Abbvie Inc. | 0.49% | 26,406 | $5.7M | Add +27.9% |
| COST Costco Wholesale Corp. | 0.44% | 5,131 | $5.1M | Add +0.8% |
| GEV GE Vernova Inc. | 0.42% | 5,659 | $4.9M | Add +6.7% |
| JNJ Johnson & Johnson | 0.41% | 19,590 | $4.8M | Add +30.7% |
| PG The Procter & Gamble Co. | 0.41% | 33,111 | $4.8M | Add +34.2% |
| V Visa Inc. Class A | 0.39% | 15,121 | $4.6M | Add +13.9% |
| IVV iShares Core S&P 500 ETF | 0.38% | 6,811 | $4.4M | Add +14.3% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.37% | 44,940 | $4.3M | Add +939.1% |
| NFLX Netflix Inc. | 0.37% | 44,902 | $4.3M | Add +14.5% |
| PLTR Palantir Technologies Inc. Class A | 0.35% | 28,328 | $4.1M | Add +11.4% |
| GE General Electric filed as GE AEROSPACE | 0.35% | 14,330 | $4.1M | Add +14.1% |
| MU Micron Technology Inc. | 0.34% | 11,967 | $4.0M | Add +24.2% |
| VIG Vanguard Dividend Apprec ETF | 0.33% | 18,096 | $3.9M | Add +218.0% |
| SCHV Schwab US Large-Cap Value | 0.33% | 127,518 | $3.9M | Reduce -1.3% |
| CAT Caterpillar Inc. | 0.32% | 5,310 | $3.8M | Add +16.6% |
| AMAT Applied Materials Inc. | 0.32% | 10,931 | $3.7M | Add +12.5% |
| IWD iShares Russell 1000 Value E | 0.30% | 16,628 | $3.6M | New |
| AMD Advanced Micro Devices | 0.30% | 17,256 | $3.5M | Add +12.3% |
| MA Mastercard Inc. Class A | 0.29% | 6,885 | $3.4M | Add +15.1% |
| WDC Western Digital Corp. | 0.29% | 12,488 | $3.4M | Reduce -0.6% |
| SCHM Schwab US Mid Cap ETF | 0.29% | 108,460 | $3.4M | Add +1.0% |
| VXUS Vanguard Total Intl Stock | 0.28% | 42,826 | $3.3M | Add +4.3% |
| PWR Quanta Services Inc. | 0.27% | 5,794 | $3.2M | Add +5.3% |
| GS Goldman Sachs Group Inc. | 0.27% | 3,733 | $3.2M | Add +25.5% |
| CSCO Cisco Systems Inc. | 0.25% | 37,281 | $2.9M | Add +4.0% |
| SCHD Schwab US DVD Equity ETF | 0.24% | 91,516 | $2.8M | Reduce -6.6% |
| KO The Coca-Cola Co. | 0.24% | 36,778 | $2.8M | Add +17.6% |
| CVX Chevron Corp. | 0.23% | 13,249 | $2.7M | Add +14.8% |
| RTX RTX Corp. | 0.23% | 14,033 | $2.7M | Add +12.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.23% | 16,556 | $2.6M | Add +19.5% |
| VRT Vertiv Holdings Co. Class A | 0.22% | 10,522 | $2.6M | Add +27.3% |
| LRCX Lam Research Corp. | 0.21% | 11,457 | $2.4M | Add +3.9% |
| PM Philip Morris International | 0.21% | 14,800 | $2.4M | Add +4.9% |
| MRK Merck & Co. Inc. | 0.20% | 19,974 | $2.4M | Add +31.8% |
| ORCL Oracle Corp. | 0.19% | 15,337 | $2.3M | Add +21.0% |
| DVY iShares Select Dividend ETF | 0.19% | 14,552 | $2.2M | New |
| MCD McDonald's Corp. | 0.18% | 6,951 | $2.2M | Add +3.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.18% | 43,918 | $2.1M | Add +6.5% |
| PEP Pepsico Inc. | 0.18% | 13,557 | $2.1M | Add +11.3% |
| BSV Vanguard Short-Term Bond ETF | 0.18% | 26,603 | $2.1M | Reduce -1.4% |
| SCHA Schwab US Small-Cap ETF | 0.18% | 71,303 | $2.1M | Add +1.2% |
| RCL Royal Caribbean Cruises Ltd. | 0.18% | 7,524 | $2.1M | Add +3.3% |
| WELL Welltower Inc. | 0.17% | 10,396 | $2.1M | Add +16.3% |
| T AT&T Inc. | 0.17% | 70,266 | $2.0M | Add +27.3% |
| MS Morgan Stanley | 0.17% | 12,313 | $2.0M | Add +24.4% |
| SPOT Spotify Technology SA | 0.17% | 4,172 | $2.0M | Add +0.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.17% | 22,297 | $2.0M | Reduce -0.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.17% | 8,314 | $2.0M | Add +5.5% |
| WFC Wells Fargo & Co. | 0.17% | 25,202 | $2.0M | Add +1.3% |
| VEA Vanguard Ftse Developed ETF | 0.17% | 30,618 | $2.0M | Reduce -3.9% |
| ISRG Intuitive Surgical Inc. | 0.17% | 4,214 | $1.9M | Add +1.6% |
| MCK McKesson Corp. | 0.17% | 2,244 | $1.9M | Add +10.5% |
| BND Vanguard Total Bond Market | 0.16% | 25,906 | $1.9M | Add +5.2% |
| SCHX Schwab US Large-Cap ETF | 0.16% | 74,146 | $1.9M | Add +1.7% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.16% | 19,764 | $1.9M | Add +145.0% |
| AMGN Amgen Inc. | 0.16% | 5,309 | $1.9M | Add +23.0% |
| HD Home Depot Inc. | 0.16% | 5,615 | $1.8M | Reduce -18.5% |
| ADI Analog Devices Inc. | 0.15% | 5,693 | $1.8M | Reduce -2.1% |
| NEE Nextera Energy Inc. | 0.15% | 19,097 | $1.8M | Add +31.6% |
| BKNG Booking Holdings Inc. | 0.15% | 417 | $1.8M | Reduce -4.6% |
| INTC Intel Corp. | 0.15% | 39,729 | $1.8M | Add +32.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.15% | 3,003 | $1.7M | Add +69.8% |
| ITT Itt Inc. | 0.14% | 8,885 | $1.7M | Add +4.1% |
| WMB Williams Cos Inc. | 0.14% | 22,943 | $1.7M | Reduce -26.0% |
| CDNS Cadence Design SYS Inc. | 0.14% | 5,914 | $1.6M | Reduce -0.5% |
| DUK Duke Energy Corp. | 0.14% | 12,526 | $1.6M | Add +5.0% |
| UVSP Univest Financial Corp. | 0.14% | 47,652 | $1.6M | Add +18.5% |
| WBD Warner Bros Discovery Inc. | 0.14% | 58,981 | $1.6M | Reduce -1.2% |
| NEM Newmont Corp. | 0.14% | 14,914 | $1.6M | Add +5.6% |
| CSX CSX Corp. | 0.14% | 39,159 | $1.6M | Add +11.3% |
Portfolio Sells Q4 2025 → Q1 2026
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.5% | 4.91% | −0.81 |
| BIV Vanguard Intermediate-Term B | Reduce -3.5% | 2.42% | −0.33 |
| SCHG Schwab US Large-Cap Growth | Reduce -2.3% | 0.89% | −0.22 |
| INTU Intuit Inc. | Reduce -38.6% | 0.10% | −0.17 |
| VWO Vanguard Ftse Emerging Marke | Reduce -5.5% | 1.01% | −0.15 |
| SCHB Schwab US Broad Market ETF | Reduce -0.9% | 0.90% | −0.13 |
| SPGI S&P Global Inc. | Reduce -37.6% | 0.09% | −0.10 |
| AXP American Express Co. | Reduce -23.4% | 0.13% | −0.10 |
| APP AppLovin Corp. Class A | Reduce -2.9% | 0.10% | −0.09 |
| BKNG Booking Holdings Inc. | Reduce -4.6% | 0.15% | −0.07 |
| IPAY Amplify Digital Payments ETF | Sold out | 0.00% | −0.07 |
| ACN Accenture PLC Class A | Reduce -53.4% | 0.03% | −0.07 |
| BSX Boston Scientific Corp. | Reduce -5.4% | 0.09% | −0.06 |
| DASH DoorDash Inc. Class A | Reduce -12.0% | 0.07% | −0.06 |
| HD Home Depot Inc. | Reduce -18.5% | 0.16% | −0.06 |
| INSP Inspire Medical Systems Inc. | Sold out | 0.00% | −0.06 |
| NDAQ Nasdaq Inc. | Reduce -31.8% | 0.07% | −0.06 |
| VGSH Vanguard Short-Term Treasury | Sold out | 0.00% | −0.05 |
| ARES Ares Management Corp. Class A | Reduce -21.5% | 0.05% | −0.05 |
| MDGL Madrigal Pharmaceuticals Inc. | Reduce -60.5% | 0.02% | −0.04 |
| QCOM Qualcomm Inc. | Reduce -23.2% | 0.05% | −0.04 |
| ADBE Adobe Inc. | Reduce -16.4% | 0.05% | −0.04 |
| ROP Roper Technologies Inc. | Sold out | 0.00% | −0.04 |
| NVT Nvent Electric PLC | Reduce -36.7% | 0.08% | −0.04 |
| LGIH Lgi Homes Inc. | Sold out | 0.00% | −0.04 |
| IDXX Idexx Laboratories Inc. | Reduce -3.6% | 0.10% | −0.04 |
| ELV Elevance Health Inc. | Reduce -35.8% | 0.03% | −0.03 |
| WTW Willis Towers Watson PLC | Sold out | 0.00% | −0.03 |
| CDNS Cadence Design SYS Inc. | Reduce -0.5% | 0.14% | −0.03 |
| SNPS Synopsys Inc. | Reduce -9.8% | 0.07% | −0.03 |
| SLS Sellas Life Sciences Group I | Reduce -21.8% | 0.13% | −0.03 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.03 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −0.03 |
| WMB Williams Cos Inc. | Reduce -26.0% | 0.14% | −0.03 |
| STXG Strive 1000 Growth ETF | Reduce -9.3% | 0.10% | −0.03 |
| NDSN Nordson Corp. | Sold out | 0.00% | −0.03 |
| EPAM Epam Systems Inc. | Sold out | 0.00% | −0.03 |
| CTAS Cintas Corp. | Reduce -11.8% | 0.08% | −0.03 |
| MDB Mongodb Inc. | Sold out | 0.00% | −0.03 |
| TTWO Take-Two Interactive Softwre | Reduce -5.6% | 0.06% | −0.03 |
| AXON Axon Enterprise Inc. | Sold out | 0.00% | −0.03 |
| ADSK Autodesk Inc. | Reduce -12.9% | 0.05% | −0.03 |
| WING Wingstop Inc. | Sold out | 0.00% | −0.03 |
| CG The Carlyle Group Inc. | Reduce -14.6% | 0.05% | −0.03 |
| APO Apollo Global Management Inc. | Sold out | 0.00% | −0.03 |
| LNT Alliant Energy Corp. | Sold out | 0.00% | −0.03 |
| AVB Avalonbay Communities Inc. | Sold out | 0.00% | −0.03 |
| ADP Automatic Data Processing | Reduce -9.5% | 0.05% | −0.02 |
| CWST Casella Waste Systems Inc. Class A | Sold out | 0.00% | −0.02 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| SPY SS SPDR S&P 500 ETF Trust-US | Add +409.7% | 0.62% | +0.48 |
| DFAI Dimensional International Co. | Add +21.6% | 3.42% | +0.43 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +60.2% | 0.99% | +0.34 |
| SLYG SS SPDR S&P 600 SC GR ETF | Add +939.1% | 0.37% | +0.33 |
| IWD iShares Russell 1000 Value E | New | 0.30% | +0.30 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +47.6% | 1.04% | +0.29 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +65.6% | 0.97% | +0.28 |
| DFAE Dimensional Emerging Core Eq | Add +20.9% | 1.70% | +0.23 |
| VIG Vanguard Dividend Apprec ETF | Add +218.0% | 0.33% | +0.22 |
| XOM Exxon Mobil Corp. | Add +15.2% | 0.61% | +0.20 |
| DVY iShares Select Dividend ETF | New | 0.19% | +0.19 |
| JNJ Johnson & Johnson | Add +30.7% | 0.41% | +0.12 |
| CWI State Street SPDR MSCI Acwi | New | 0.12% | +0.12 |
| VRT Vertiv Holdings Co. Class A | Add +27.3% | 0.22% | +0.10 |
| GEV GE Vernova Inc. | Add +6.7% | 0.42% | +0.10 |
| SLYV SS SPDR S&P 600 SC Val ETF | Add +145.0% | 0.16% | +0.09 |
| MU Micron Technology Inc. | Add +24.2% | 0.34% | +0.09 |
| AMAT Applied Materials Inc. | Add +12.5% | 0.32% | +0.09 |
| SNDK Sandisk Corp. | Add +16.3% | 0.13% | +0.08 |
| PG The Procter & Gamble Co. | Add +34.2% | 0.41% | +0.08 |
| CAT Caterpillar Inc. | Add +16.6% | 0.32% | +0.08 |
| CVX Chevron Corp. | Add +14.8% | 0.23% | +0.07 |
| WMT Walmart Inc. | Add +13.3% | 0.51% | +0.07 |
| SJM The JM Smucker Co. | New | 0.06% | +0.06 |
| MRK Merck & Co. Inc. | Add +31.8% | 0.20% | +0.06 |
| PWR Quanta Services Inc. | Add +5.3% | 0.27% | +0.06 |
| ABBV Abbvie Inc. | Add +27.9% | 0.49% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +69.8% | 0.15% | +0.05 |
| T AT&T Inc. | Add +27.3% | 0.17% | +0.05 |
| INTC Intel Corp. | Add +32.1% | 0.15% | +0.05 |
| ETN Eaton Corp. PLC | New | 0.04% | +0.04 |
| DELL Dell Technologies -C | New | 0.04% | +0.04 |
| NEE Nextera Energy Inc. | Add +31.6% | 0.15% | +0.04 |
| DFLV Dim US Large Cap Value ETF | New | 0.04% | +0.04 |
| LIN Linde PLC | Add +50.5% | 0.11% | +0.04 |
| CF CF Industries Holdings Inc. | New | 0.04% | +0.04 |
| KEYS Keysight Technologies Inc. | Add +50.5% | 0.08% | +0.04 |
| CIEN Ciena Corp. | Add +6.5% | 0.10% | +0.04 |
| MPC Marathon Petroleum Corp. | Add +6.4% | 0.12% | +0.04 |
| COP Conocophillips | Add +21.4% | 0.10% | +0.04 |
| DFIC Dimensional International Co. | New | 0.04% | +0.04 |
| Q Qnity Electronics Inc. | New | 0.04% | +0.04 |
| KO The Coca-Cola Co. | Add +17.6% | 0.24% | +0.04 |
| FITB Fifth Third Bancorp | New | 0.03% | +0.03 |
| FIX Comfort Systems USA Inc. | New | 0.03% | +0.03 |
| LNG Cheniere Energy Inc. | Add +22.6% | 0.09% | +0.03 |
| GILD Gilead Sciences Inc. | Add +28.1% | 0.13% | +0.03 |
| LRCX Lam Research Corp. | Add +3.9% | 0.21% | +0.03 |
| BUSE First Busey Corp. | Add +72.2% | 0.08% | +0.03 |
| NVR NVR 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 |