Everhart Financial Group, Inc.
CIK 1852858
13F filing for Q2 2026・No. 1,942
- Holdings
- US$1.56B
- Quarter change
- +US$388.68M
- Entries
- 481
- Net bought (estimate)
- +US$213.67M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 56
- Sold out 39
- Cut 253
- Added 152
- Corporate actions 0
- Unchanged 20
Largest holdings
481 stocks worth US$1.56B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD INDEX FDSVALUE ETF | Added | 896,315 | US$195.33M | 12.50% |
| VUGVANGUARD INDEX FDSGROWTH ETF | AddedSplit 6:1 | 2,069,696 | US$178.28M | 11.41% |
| VANGUARD INDEX FDSMCAP GR IDXVIP | Added | 216,074 | US$66.18M | 4.23% |
| VANGUARD INDEX FDSTOTAL STK MKT | Cut | 174,721 | US$64.65M | 4.14% |
| SPDR SERIES TRUSTST STR SP600GRWO | Added | 538,759 | US$64.18M | 4.11% |
| VANGUARD INDEX FDSMCAP VL IDXVIP | Added | 319,994 | US$63.23M | 4.05% |
| VANGUARD INDEX FDSSM CP VAL ETF | Added | 255,385 | US$62.06M | 3.97% |
| AAPLAppleCOM | Added | 197,086 | US$57.03M | 3.65% |
| DIMENSIONAL ETF TRUSTINTL CORE EQT MK | Added | 1,206,275 | US$49.76M | 3.18% |
| NVDANvidiaCOM | Cut | 240,854 | US$48.19M | 3.08% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 9, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.