Everhart Financial Group, Inc.
CIK: 1852858SEC EDGAR →
Portfolio Value
$501.0B
Holdings
495
As of
Q3 2026
New Positions
487
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 2,245,503 | $202.3B | 40.39% |
| 2 | DIMENSIONAL ETF TRUST | 1,404,497 | $58.2B | 11.61% |
| 3 | DIMENSIONAL ETF TRUST | 757,265 | $29.8B | 5.94% |
| 4 | VANGUARD BD INDEX FDS | 368,484 | $26.8B | 5.36% |
| 5 | SCHWAB STRATEGIC TR | 337,943 | $12.1B | 2.42% |
| 6 | VANGUARD INTL EQUITY INDEX F | 201,314 | $11.9B | 2.38% |
| 7 | SCHWAB STRATEGIC TR | 398,459 | $11.7B | 2.33% |
| 8 | VANGUARD INDEX FDS | 60,226 | $5.4B | 1.08% |
| 9 | SCHWAB STRATEGIC TR | 118,084 | $3.9B | 0.79% |
| 10 | COCA COLA CO | 41,283 | $3.6B | 0.71% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 163 | $434.8B | 86.8% |
| Healthcare | 44 | $12.1B | 2.4% |
| Energy | 21 | $10.0B | 2.0% |
| Consumer Defensive | 18 | $7.4B | 1.5% |
| Communication Services | 15 | $6.9B | 1.4% |
| Consumer Cyclical | 35 | $5.7B | 1.1% |
| Technology | 77 | $5.3B | 1.1% |
| Utilities | 15 | $5.2B | 1.0% |
| Unknown | 31 | $5.0B | 1.0% |
| Industrials | 48 | $4.9B | 1.0% |
| Real Estate | 13 | $2.5B | 0.5% |
| Basic Materials | 15 | $1.3B | 0.3% |