Everhart Financial Group, Inc.
CIK 0001852858 · DUBLIN, OH · Quarter end: 2026-06-30 · Filed on: 2026-07-09 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.56B
2026 Q2
Positions
481
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
54.3%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VTV
VANGUARD INDEX FDS
12.5%
VUG
VANGUARD INDEX FDS
11.4%
VOT
VANGUARD INDEX FDS
4.2%
VTI
VANGUARD INDEX FDS
4.1%
SLYG
SPDR SERIES TRUST
4.1%
VOE
VANGUARD INDEX FDS
4.0%
VBR
VANGUARD INDEX FDS
4.0%
AAPL
APPLE INC
3.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.