Everhart Financial Group, Inc. - Portfolio Stock Holdings

Everhart Financial Group, Inc. disclosed 516 stock positions in a recent SEC 13F filing. $1,560,808,808 of stock holdings were filed, with the largest holdings including VTV, VUG, and VOT. This filing represented positions held on June 30, 2026, and was filed on July 8, 2026.

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.