Filed: 8/7/2025ACC: 0001667731-25-001064
📋 What this filing means
EVERHART FINANCIAL GROUP, INC. filed this quarterly 13F‑HR report disclosing 340 equity positions with a total reported market value of $865.36M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
340
Positions
$865.36M
Total AUM (reported)
7.51M
Total Shares
Allocation by class
COM$299.51M34.6%
VALUE ETF$121.22M14.0%
GROWTH ETF$109.94M12.7%
TOTAL STK MKT$63.09M7.3%
INTERMED TERM$32.39M3.7%
CL A$28.77M3.3%
INTL CORE EQT MK$13.86M1.6%
Portfolio Concentration
Top 3$294.25M34.0%
4–10$156.13M18.0%
11–25$112.80M13.0%
Rest$302.18M34.9%
Top 3 weight
34.0%
Top 10 weight
52.0%
Voting Authority Distribution
Total shares with voting rights: 7.51M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
7.51M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole340
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings340
Rows:
VANGUARD INDEX FDS
SOLEShares685.87K
TypeSH
Market value$121.22M
14.01%
Sole
0.00
Shared
0.00
None
685.87K
VANGUARD INDEX FDS
SOLEShares250.77K
TypeSH
Market value$109.94M
12.70%
Sole
0.00
Shared
0.00
None
250.77K
VANGUARD INDEX FDS
SOLEShares207.59K
TypeSH
Market value$63.09M
7.29%
Sole
0.00
Shared
0.00
None
207.59K
NVIDIA CORPORATION
SOLEShares208.87K
TypeSH
Market value$33.00M
3.81%
Sole
0.00
Shared
0.00
None
208.87K
VANGUARD BD INDEX FDS
SOLEShares418.81K
TypeSH
Market value$32.39M
3.74%
Sole
0.00
Shared
0.00
None
418.81K
MICROSOFT CORP
SOLEShares53.41K
TypeSH
Market value$26.57M
3.07%
Sole
0.00
Shared
0.00
None
53.41K
APPLE INC
SOLEShares114.57K
TypeSH
Market value$23.51M
2.72%
Sole
0.00
Shared
0.00
None
114.57K
DIMENSIONAL ETF TRUST
SOLEShares401K
TypeSH
Market value$13.86M
1.60%
Sole
0.00
Shared
0.00
None
401K
VANGUARD INTL EQUITY INDEX F
SOLEShares275.35K
TypeSH
Market value$13.62M
1.57%
Sole
0.00
Shared
0.00
None
275.35K
META PLATFORMS INC
SOLEShares17.86K
TypeSH
Market value$13.18M
1.52%
Sole
0.00
Shared
0.00
None
17.86K
SCHWAB STRATEGIC TR
SOLEShares440.03K
TypeSH
Market value$12.85M
1.49%
Sole
0.00
Shared
0.00
None
440.03K
AMAZON COM INC
SOLEShares57.58K
TypeSH
Market value$12.63M
1.46%
Sole
0.00
Shared
0.00
None
57.58K
SCHWAB STRATEGIC TR
SOLEShares464.09K
TypeSH
Market value$11.06M
1.28%
Sole
0.00
Shared
0.00
None
464.09K
BROADCOM INC
SOLEShares29.39K
TypeSH
Market value$8.10M
0.94%
Sole
0.00
Shared
0.00
None
29.39K
JPMORGAN CHASE & CO.
SOLEShares27.50K
TypeSH
Market value$7.97M
0.92%
Sole
0.00
Shared
0.00
None
27.50K
BERKSHIRE HATHAWAY INC DEL
SOLEShares14.58K
TypeSH
Market value$7.08M
0.82%
Sole
0.00
Shared
0.00
None
14.58K
DIMENSIONAL ETF TRUST
SOLEShares236.20K
TypeSH
Market value$6.84M
0.79%
Sole
0.00
Shared
0.00
None
236.20K
VANGUARD INDEX FDS
SOLEShares33.72K
TypeSH
Market value$6.58M
0.76%
Sole
0.00
Shared
0.00
None
33.72K
VANGUARD INDEX FDS
SOLEShares22.66K
TypeSH
Market value$6.44M
0.74%
Sole
0.00
Shared
0.00
None
22.66K
ALPHABET INC
SOLEShares34.17K
TypeSH
Market value$6.02M
0.70%
Sole
0.00
Shared
0.00
None
34.17K
ALPHABET INC
SOLEShares31.91K
TypeSH
Market value$5.66M
0.65%
Sole
0.00
Shared
0.00
None
31.91K
TESLA INC
SOLEShares17.58K
TypeSH
Market value$5.59M
0.65%
Sole
0.00
Shared
0.00
None
17.58K
VANGUARD INDEX FDS
SOLEShares19.63K
TypeSH
Market value$5.44M
0.63%
Sole
0.00
Shared
0.00
None
19.63K
VANGUARD INDEX FDS
SOLEShares32.25K
TypeSH
Market value$5.30M
0.61%
Sole
0.00
Shared
0.00
None
32.25K
PROCTER AND GAMBLE CO
SOLEShares32.84K
TypeSH
Market value$5.23M
0.60%
Sole
0.00
Shared
0.00
None
32.84K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | VALUE ETF | 685.87K | SH | $121.22M 14.01% | 0.00 | 0.00 | 685.87K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 250.77K | SH | $109.94M 12.70% | 0.00 | 0.00 | 250.77K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 207.59K | SH | $63.09M 7.29% | 0.00 | 0.00 | 207.59K |
NVIDIA CORPORATIONSOLE | COM | 208.87K | SH | $33.00M 3.81% | 0.00 | 0.00 | 208.87K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 418.81K | SH | $32.39M 3.74% | 0.00 | 0.00 | 418.81K |
MICROSOFT CORPSOLE | COM | 53.41K | SH | $26.57M 3.07% | 0.00 | 0.00 | 53.41K |
APPLE INCSOLE | COM | 114.57K | SH | $23.51M 2.72% | 0.00 | 0.00 | 114.57K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 401K | SH | $13.86M 1.60% | 0.00 | 0.00 | 401K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 275.35K | SH | $13.62M 1.57% | 0.00 | 0.00 | 275.35K |
META PLATFORMS INCSOLE | CL A | 17.86K | SH | $13.18M 1.52% | 0.00 | 0.00 | 17.86K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 440.03K | SH | $12.85M 1.49% | 0.00 | 0.00 | 440.03K |
AMAZON COM INCSOLE | COM | 57.58K | SH | $12.63M 1.46% | 0.00 | 0.00 | 57.58K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 464.09K | SH | $11.06M 1.28% | 0.00 | 0.00 | 464.09K |
BROADCOM INCSOLE | COM | 29.39K | SH | $8.10M 0.94% | 0.00 | 0.00 | 29.39K |
JPMORGAN CHASE & CO.SOLE | COM | 27.50K | SH | $7.97M 0.92% | 0.00 | 0.00 | 27.50K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 14.58K | SH | $7.08M 0.82% | 0.00 | 0.00 | 14.58K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 236.20K | SH | $6.84M 0.79% | 0.00 | 0.00 | 236.20K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 33.72K | SH | $6.58M 0.76% | 0.00 | 0.00 | 33.72K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 22.66K | SH | $6.44M 0.74% | 0.00 | 0.00 | 22.66K |
ALPHABET INCSOLE | CAP STK CL A | 34.17K | SH | $6.02M 0.70% | 0.00 | 0.00 | 34.17K |
ALPHABET INCSOLE | CAP STK CL C | 31.91K | SH | $5.66M 0.65% | 0.00 | 0.00 | 31.91K |
TESLA INCSOLE | COM | 17.58K | SH | $5.59M 0.65% | 0.00 | 0.00 | 17.58K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 19.63K | SH | $5.44M 0.63% | 0.00 | 0.00 | 19.63K |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 32.25K | SH | $5.30M 0.61% | 0.00 | 0.00 | 32.25K |
PROCTER AND GAMBLE COSOLE | COM | 32.84K | SH | $5.23M 0.60% | 0.00 | 0.00 | 32.84K |
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