Filed: 11/4/2025ACC: 0002085853-25-000218
📋 What this filing means
EVERHART FINANCIAL GROUP, INC. filed this quarterly 13F‑HR report disclosing 390 equity positions with a total reported market value of $997.85M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
390
Positions
$997.85M
Total AUM (reported)
8.54M
Total Shares
Allocation by class
COM$353.62M35.4%
VALUE ETF$140.75M14.1%
GROWTH ETF$125.93M12.6%
TOTAL STK MKT$66.55M6.7%
INTERMED TERM$31.84M3.2%
CL A$31.44M3.2%
INTL CORE EQT MK$22.73M2.3%
Portfolio Concentration
Top 3$333.24M33.4%
4–10$181.54M18.2%
11–25$135.01M13.5%
Rest$348.05M34.9%
Top 3 weight
33.4%
Top 10 weight
51.6%
Voting Authority Distribution
Total shares with voting rights: 8.54M
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
8.54M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole390
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings390
Rows:
VANGUARD INDEX FDS
SOLEShares754.75K
TypeSH
Market value$140.75M
14.11%
Sole
0.00
Shared
0.00
None
754.75K
VANGUARD INDEX FDS
SOLEShares262.57K
TypeSH
Market value$125.93M
12.62%
Sole
0.00
Shared
0.00
None
262.57K
VANGUARD INDEX FDS
SOLEShares202.80K
TypeSH
Market value$66.55M
6.67%
Sole
0.00
Shared
0.00
None
202.80K
NVIDIA CORPORATION
SOLEShares218.15K
TypeSH
Market value$40.70M
4.08%
Sole
0.00
Shared
0.00
None
218.15K
VANGUARD BD INDEX FDS
SOLEShares407.71K
TypeSH
Market value$31.84M
3.19%
Sole
0.00
Shared
0.00
None
407.71K
APPLE INC
SOLEShares114.97K
TypeSH
Market value$29.27M
2.93%
Sole
0.00
Shared
0.00
None
114.97K
MICROSOFT CORP
SOLEShares56.15K
TypeSH
Market value$29.08M
2.91%
Sole
0.00
Shared
0.00
None
56.15K
DIMENSIONAL ETF TRUST
SOLEShares625.32K
TypeSH
Market value$22.73M
2.28%
Sole
0.00
Shared
0.00
None
625.32K
SCHWAB STRATEGIC TR
SOLEShares442.68K
TypeSH
Market value$14.13M
1.42%
Sole
0.00
Shared
0.00
None
442.68K
META PLATFORMS INC
SOLEShares18.78K
TypeSH
Market value$13.79M
1.38%
Sole
0.00
Shared
0.00
None
18.78K
VANGUARD INTL EQUITY INDEX F
SOLEShares253.49K
TypeSH
Market value$13.73M
1.38%
Sole
0.00
Shared
0.00
None
253.49K
AMAZON COM INC
SOLEShares61.12K
TypeSH
Market value$13.42M
1.34%
Sole
0.00
Shared
0.00
None
61.12K
SCHWAB STRATEGIC TR
SOLEShares451.76K
TypeSH
Market value$11.61M
1.16%
Sole
0.00
Shared
0.00
None
451.76K
DIMENSIONAL ETF TRUST
SOLEShares362.23K
TypeSH
Market value$11.42M
1.14%
Sole
0.00
Shared
0.00
None
362.23K
BROADCOM INC
SOLEShares31.04K
TypeSH
Market value$10.24M
1.03%
Sole
0.00
Shared
0.00
None
31.04K
JPMORGAN CHASE & CO.
SOLEShares28.69K
TypeSH
Market value$9.05M
0.91%
Sole
0.00
Shared
0.00
None
28.69K
ALPHABET INC
SOLEShares36.69K
TypeSH
Market value$8.92M
0.89%
Sole
0.00
Shared
0.00
None
36.69K
ALPHABET INC
SOLEShares35.16K
TypeSH
Market value$8.56M
0.86%
Sole
0.00
Shared
0.00
None
35.16K
TESLA INC
SOLEShares19.22K
TypeSH
Market value$8.55M
0.86%
Sole
0.00
Shared
0.00
None
19.22K
VANGUARD INDEX FDS
SOLEShares36.34K
TypeSH
Market value$7.59M
0.76%
Sole
0.00
Shared
0.00
None
36.34K
BERKSHIRE HATHAWAY INC DEL
SOLEShares14.81K
TypeSH
Market value$7.45M
0.75%
Sole
0.00
Shared
0.00
None
14.81K
VANGUARD INDEX FDS
SOLEShares24.19K
TypeSH
Market value$7.11M
0.71%
Sole
0.00
Shared
0.00
None
24.19K
VANGUARD INDEX FDS
SOLEShares35.69K
TypeSH
Market value$6.23M
0.62%
Sole
0.00
Shared
0.00
None
35.69K
VANGUARD INDEX FDS
SOLEShares20.88K
TypeSH
Market value$6.21M
0.62%
Sole
0.00
Shared
0.00
None
20.88K
ELI LILLY & CO
SOLEShares6.44K
TypeSH
Market value$4.92M
0.49%
Sole
0.00
Shared
0.00
None
6.44K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | VALUE ETF | 754.75K | SH | $140.75M 14.11% | 0.00 | 0.00 | 754.75K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 262.57K | SH | $125.93M 12.62% | 0.00 | 0.00 | 262.57K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 202.80K | SH | $66.55M 6.67% | 0.00 | 0.00 | 202.80K |
NVIDIA CORPORATIONSOLE | COM | 218.15K | SH | $40.70M 4.08% | 0.00 | 0.00 | 218.15K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 407.71K | SH | $31.84M 3.19% | 0.00 | 0.00 | 407.71K |
APPLE INCSOLE | COM | 114.97K | SH | $29.27M 2.93% | 0.00 | 0.00 | 114.97K |
MICROSOFT CORPSOLE | COM | 56.15K | SH | $29.08M 2.91% | 0.00 | 0.00 | 56.15K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 625.32K | SH | $22.73M 2.28% | 0.00 | 0.00 | 625.32K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 442.68K | SH | $14.13M 1.42% | 0.00 | 0.00 | 442.68K |
META PLATFORMS INCSOLE | CL A | 18.78K | SH | $13.79M 1.38% | 0.00 | 0.00 | 18.78K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 253.49K | SH | $13.73M 1.38% | 0.00 | 0.00 | 253.49K |
AMAZON COM INCSOLE | COM | 61.12K | SH | $13.42M 1.34% | 0.00 | 0.00 | 61.12K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 451.76K | SH | $11.61M 1.16% | 0.00 | 0.00 | 451.76K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 362.23K | SH | $11.42M 1.14% | 0.00 | 0.00 | 362.23K |
BROADCOM INCSOLE | COM | 31.04K | SH | $10.24M 1.03% | 0.00 | 0.00 | 31.04K |
JPMORGAN CHASE & CO.SOLE | COM | 28.69K | SH | $9.05M 0.91% | 0.00 | 0.00 | 28.69K |
ALPHABET INCSOLE | CAP STK CL A | 36.69K | SH | $8.92M 0.89% | 0.00 | 0.00 | 36.69K |
ALPHABET INCSOLE | CAP STK CL C | 35.16K | SH | $8.56M 0.86% | 0.00 | 0.00 | 35.16K |
TESLA INCSOLE | COM | 19.22K | SH | $8.55M 0.86% | 0.00 | 0.00 | 19.22K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 36.34K | SH | $7.59M 0.76% | 0.00 | 0.00 | 36.34K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 14.81K | SH | $7.45M 0.75% | 0.00 | 0.00 | 14.81K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 24.19K | SH | $7.11M 0.71% | 0.00 | 0.00 | 24.19K |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 35.69K | SH | $6.23M 0.62% | 0.00 | 0.00 | 35.69K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 20.88K | SH | $6.21M 0.62% | 0.00 | 0.00 | 20.88K |
ELI LILLY & COSOLE | COM | 6.44K | SH | $4.92M 0.49% | 0.00 | 0.00 | 6.44K |
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