EdgeMarket › What Everhart Financial Group, Inc. reported owning
What Everhart Financial Group, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.2BPositions
464Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VTV Vanguard Morningstar Value ETF | 167.3M | 14.2% | 852.9K | 226.40 | +24.6% |
| VUG Vanguard Morningstar Growth ETF | 142.2M | 12.1% | 325.7K | 87.50 | +15.9% |
| VTI Vanguard Morningstar Total Stock Market ETF | 57.7M | 4.9% | 179.9K | 378.24 | +20.5% |
| NVDA NVIDIA CORP | 43.7M | 3.7% | 250.9K | 214.72 | +22.4% |
| DFAI Dimensional International Core Equity Market E | 40.2M | 3.4% | 1.0M | 43.35 | +21.1% |
| AAPL Apple Inc. | 35.8M | 3.1% | 141.2K | 309.35 | +36.9% |
| BIV Vanguard Intermediate-Term Bond ETF | 28.4M | 2.4% | 368.3K | 75.43 | -2.5% |
| MSFT MICROSOFT CORP | 23.1M | 2.0% | 62.5K | 483.24 | -4.4% |
| DFAE Dimensional Emerging Core Equity Market ETF | 20.0M | 1.7% | 590.9K | 39.49 | +32.0% |
| AMZN AMAZON COM INC | 15.6M | 1.3% | 75.1K | 258.63 | +15.6% |
| GOOGL Alphabet Inc. | 13.8M | 1.2% | 47.9K | 344.82 | +73.0% |
| VBR Vanguard Morningstar Small-Cap Value ETF | 12.3M | 1.0% | 56.4K | 249.18 | +22.7% |
| AVGO Broadcom Inc. | 12.2M | 1.0% | 39.5K | 368.45 | +26.5% |
| GOOG Alphabet Inc. | 12.1M | 1.0% | 42.2K | 341.75 | +70.7% |
| VWO Vanguard FTSE Emerging Markets ETF | 11.8M | 1.0% | 218.7K | 60.45 | +17.7% |
| VOE Vanguard Morningstar Mid-Cap Value ETF | 11.7M | 1.0% | 63.4K | 208.64 | +21.9% |
| VOT Vanguard Morningstar Mid-Cap Growth ETF | 11.3M | 1.0% | 44.1K | 305.46 | +7.4% |
| META Meta Platforms, Inc. | 11.1M | 0.9% | 19.5K | 549.90 | -26.5% |
| SCHB Schwab U.S. Broad Market ETF | 10.6M | 0.9% | 422.0K | 29.61 | +20.4% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 10.4M | 0.9% | 358.1K | 35.32 | +17.3% |
| unmapped CUSIP 084670702 | 8.1M | 0.7% | 16.9K | — | — |
| JPM JPMORGAN CHASE & CO | 7.9M | 0.7% | 27.0K | 351.58 | +20.3% |
| TSLA Tesla, Inc. | 7.9M | 0.7% | 21.2K | 362.86 | +12.0% |
| VBK Vanguard Morningstar Small-Cap Growth ETF | 7.5M | 0.6% | 24.9K | 358.65 | +26.5% |
| LLY ELI LILLY & Co | 7.4M | 0.6% | 8.0K | 1,255.40 | +78.0% |
| SPY SPDR S&P 500 ETF TRUST | 7.3M | 0.6% | 11.2K | 765.72 | +20.0% |
| XOM ExxonMobil Holdings Corp | 7.2M | 0.6% | 42.5K | 165.11 | +52.1% |
| VOO Vanguard S&P 500 ETF | 6.0M | 0.5% | 10.0K | 703.71 | +20.0% |
| WMT Walmart Inc. | 5.9M | 0.5% | 47.7K | 103.70 | +1.1% |
| VNQ Vanguard Real Estate ETF | 5.8M | 0.5% | 65.4K | 98.50 | +8.6% |
| ABBV AbbVie Inc. | 5.7M | 0.5% | 26.4K | 264.96 | +26.7% |
| COST COSTCO WHOLESALE CORP /NEW | 5.1M | 0.4% | 5.1K | 947.74 | -4.7% |
| GEV GE Vernova Inc. | 4.9M | 0.4% | 5.7K | 956.85 | +58.3% |
| JNJ JOHNSON & JOHNSON | 4.8M | 0.4% | 19.6K | 270.24 | +51.1% |
| PG PROCTER & GAMBLE Co | 4.8M | 0.4% | 33.1K | 144.68 | -9.3% |
| V VISA INC. | 4.6M | 0.4% | 15.1K | 371.04 | +7.9% |
| IVV iShares Core S&P 500 ETF | 4.4M | 0.4% | 6.8K | 769.31 | +20.0% |
| SLYG State Street SPDR S&P 600 Small Cap Growth ETF | 4.3M | 0.4% | 44.9K | 116.01 | +27.1% |
| NFLX NETFLIX INC | 4.3M | 0.4% | 44.9K | 79.59 | -34.4% |
| PLTR Palantir Technologies Inc. | 4.1M | 0.4% | 28.3K | 179.94 | +15.3% |
| GE GENERAL ELECTRIC CO | 4.1M | 0.3% | 14.3K | 348.37 | +30.7% |
| MU MICRON TECHNOLOGY INC | 4.0M | 0.3% | 12.0K | 966.78 | +724.8% |
| VIG Vanguard Div Appreciation ETF | 3.9M | 0.3% | 18.1K | 243.91 | +16.2% |
| SCHV Schwab U.S. Large-Cap Value ETF | 3.9M | 0.3% | 127.5K | 34.94 | +22.7% |
| CAT CATERPILLAR INC | 3.8M | 0.3% | 5.3K | 827.90 | +96.8% |
| AMAT APPLIED MATERIALS INC /DE | 3.7M | 0.3% | 10.9K | 492.32 | +205.9% |
| IWD iShares Russell 1000 Value ETF | 3.6M | 0.3% | 16.6K | 257.29 | +29.2% |
| AMD ADVANCED MICRO DEVICES INC | 3.5M | 0.3% | 17.3K | 473.25 | +186.5% |
| MA Mastercard Inc | 3.4M | 0.3% | 6.9K | 580.63 | -2.0% |
| WDC WESTERN DIGITAL CORP | 3.4M | 0.3% | 12.5K | 459.44 | +507.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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