13F Insight
DOSSIER · 13F-HR · Q2 2026

Everhart Financial Group, Inc.

$1.6B in tracked AUM across 481 positions as of Q2 2026.

EF
CIK 0001852858 · last filed Jun 30, 2026
Total AUM
$1.6B
as of Q2 2026
Holdings
481
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Everhart Financial Group, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTV
VANGUARD INDEX FDS
$195M896K12.5%02
VUG
VANGUARD INDEX FDS
$178M2.1M11.4%03
VOT
VANGUARD INDEX FDS
$66M216K4.2%04
VTI
VANGUARD INDEX FDS
$65M175K4.1%05
SLYG
SPDR SERIES TRUST
$64M539K4.1%06
VOE
VANGUARD INDEX FDS
$63M320K4.0%07
VBR
VANGUARD INDEX FDS
$62M255K4.0%08
AAPL
APPLE INC
$57M197K3.6%09
DFAI
DIMENSIONAL ETF TRUST
$50M1.2M3.2%10
NVDA
NVIDIA CORPORATION
$48M241K3.1%

Filing history

2026Q2Jun 30
$1.6B▲ 33.1%
481 positionsView →2026Q1Mar 31
$1.2B▲ 8.8%
464 positionsView →2025Q4Dec 31
$1.1B▲ 293.1%
417 positionsView →2025Q3Sep 30
$275M▼ 68.3%
158 positionsView →2025Q2Jun 30
$865M▲ 18.3%
340 positionsLocked2025Q1Mar 31
$731M▲ 50.5%
328 positionsLocked2024Q4Dec 31
$486M▲ 7.6%
309 positionsLocked2024Q3Sep 30
$451M▲ 17.1%
316 positionsLocked2024Q2Jun 30
$385M▲ 12.2%
293 positionsLocked2024Q1Mar 31
$343M▲ 21.7%
277 positionsLocked2023Q4Dec 31
$282M▲ 19.7%
240 positionsLocked2023Q3Sep 30
$236M▼ 2.5%
213 positionsLocked
Showing 12 of 23