§ 13F · FUND PROFILE
Everhart Financial Group, Inc..
AUM · $1.6B (13F)Positions · 481Turnover · n/a · Q2Filed · Jul 9, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$15M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | 896K | $195M | 12.5% | +5% |
| 2 | VUG | VANGUARD INDEX FDS | 2.07M | $178M | 11.4% | +536% |
| 3 | VOT | VANGUARD INDEX FDS | 216K | $66M | 4.2% | +390% |
| 4 | VTI | VANGUARD INDEX FDS | 175K | $65M | 4.1% | −3% |
| 5 | SLYG | SPDR SERIES TRUST | 539K | $64M | 4.1% | +1099% |
| 6 | VOE | VANGUARD INDEX FDS | 320K | $63M | 4.0% | +405% |
| 7 | VBR | VANGUARD INDEX FDS | 255K | $62M | 4.0% | +353% |
| 8 | AAPL | APPLE INC | 197K | $57M | 3.6% | +40% |
| 9 | DFAI | DIMENSIONAL ETF TRUST | 1.21M | $50M | 3.2% | +17% |
| 10 | NVDA | NVIDIA CORPORATION | 241K | $48M | 3.1% | −4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EVERHART SIGNAL
AC read
Everhart Financial Group, Inc. is a Other fund managing $1.6 billion in assets. The fund runs a broad portfolio of 481 positions.
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