Everhart Financial Group, Inc.: 13F holdings
CIK 18528582026Q2
| Positions | 481 |
|---|
| Reported value | $1.6bn |
|---|
| Filed | 2026-07-09 |
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Change since last quarter
| Positions | 481 (+17 vs prior quarter) |
|---|
| Reported value | $1.6bn (+33.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTV VANGUARD INDEX FDS | 896,315 | $195.3m | 12.5% |
| VUG VANGUARD INDEX FDS | 2,069,696 | $178.3m | 11.4% |
| VOT VANGUARD INDEX FDS | 216,074 | $66.2m | 4.2% |
| VTI VANGUARD INDEX FDS | 174,721 | $64.7m | 4.1% |
| SLYG SPDR SERIES TRUST | 538,759 | $64.2m | 4.1% |
| VOE VANGUARD INDEX FDS | 319,994 | $63.2m | 4.0% |
| VBR VANGUARD INDEX FDS | 255,385 | $62.1m | 4.0% |
| AAPL APPLE INC | 197,086 | $57.0m | 3.6% |
| DFAI DIMENSIONAL ETF TRUST | 1,206,275 | $49.8m | 3.2% |
| NVDA NVIDIA CORPORATION | 240,854 | $48.2m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1852858")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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