Everhart Financial Group, Inc.
Everhart Financial Group, Inc. reported 481 positions worth $1.56B as of June 30, 2026 (13F filed July 9, 2026). Largest holding: VTV (12.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTV | SH | $195.3M | 12.50% | 896,315 | — | — | |
| ▸ 2 | VUG | SH | $178.3M | 11.41% | 2,069,696 | — | — | |
| ▸ 3 | VOT | SH | $66.2M | 4.23% | 216,074 | — | — | |
| ▸ 4 | VTI | SH | $64.7M | 4.14% | 174,721 | — | — | |
| ▸ 5 | SLYG | SH | $64.2M | 4.11% | 538,759 | — | — | |
| ▸ 6 | VOE | SH | $63.2M | 4.05% | 319,994 | — | — | |
| ▸ 7 | VBR | SH | $62.1M | 3.97% | 255,385 | — | — | |
| ▸ 8 | AAPL | SH | $57.0M | 3.65% | 197,086 | — | — | |
| ▸ 9 | DFAI | SH | $49.8M | 3.18% | 1,206,275 | — | — | |
| ▸ 10 | NVDA | SH | $48.2M | 3.08% | 240,854 | — | — |
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Frequently Asked Questions
What stocks does Everhart Financial Group, Inc. hold as of Q2 2026?
Everhart Financial Group, Inc. reported 481 positions worth $1.56B in its Q2 2026 13F filing. Largest positions: VTV (12.5%), VUG (11.4%), VOT (4.2%), VTI (4.1%) and SLYG (4.1%).
What did Everhart Financial Group, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Everhart Financial Group, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.