Everhart Financial Group, Inc. - Portfolio Stock Holdings

Everhart Financial Group, Inc. disclosed 520 stock positions in a recent SEC 13F filing. $1,623,129,795 of stock holdings were filed, with the largest holdings including VUG, VTV, and VOT. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $2,464,105,196 and has 59 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.