Filed: 4/9/2026ACC: 0002085853-26-000316
📋 What this filing means
EVERHART FINANCIAL GROUP, INC. filed this quarterly 13F‑HR report disclosing 464 equity positions with a total reported market value of $1.17B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
464
Positions
$1.17B
Total AUM (reported)
10.45M
Total Shares
Allocation by class
COM$421.53M35.9%
VALUE ETF$167.33M14.2%
GROWTH ETF$142.24M12.1%
TOTAL STK MKT$57.71M4.9%
INTL CORE EQT MK$40.20M3.4%
INTERMED TERM$28.42M2.4%
CL A$26.56M2.3%
Portfolio Concentration
Top 3$367.29M31.3%
4–10$206.98M17.6%
11–25$156.23M13.3%
Rest$443.94M37.8%
Top 3 weight
31.3%
Top 10 weight
48.9%
Voting Authority Distribution
Total shares with voting rights: 10.45M
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
10.45M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole464
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings464
Rows:
VANGUARD INDEX FDS
SOLEShares852.88K
TypeSH
Market value$167.33M
14.25%
Sole
0.00
Shared
0.00
None
852.88K
VANGUARD INDEX FDS
SOLEShares325.66K
TypeSH
Market value$142.24M
12.11%
Sole
0.00
Shared
0.00
None
325.66K
VANGUARD INDEX FDS
SOLEShares179.89K
TypeSH
Market value$57.71M
4.91%
Sole
0.00
Shared
0.00
None
179.89K
NVIDIA CORPORATION
SOLEShares250.86K
TypeSH
Market value$43.75M
3.73%
Sole
0.00
Shared
0.00
None
250.86K
DIMENSIONAL ETF TRUST
SOLEShares1.03M
TypeSH
Market value$40.20M
3.42%
Sole
0.00
Shared
0.00
None
1.03M
APPLE INC
SOLEShares141.16K
TypeSH
Market value$35.82M
3.05%
Sole
0.00
Shared
0.00
None
141.16K
VANGUARD BD INDEX FDS
SOLEShares368.29K
TypeSH
Market value$28.42M
2.42%
Sole
0.00
Shared
0.00
None
368.29K
MICROSOFT CORP
SOLEShares62.50K
TypeSH
Market value$23.14M
1.97%
Sole
0.00
Shared
0.00
None
62.50K
DIMENSIONAL ETF TRUST
SOLEShares590.89K
TypeSH
Market value$20.01M
1.70%
Sole
0.00
Shared
0.00
None
590.89K
AMAZON COM INC
SOLEShares75.08K
TypeSH
Market value$15.64M
1.33%
Sole
0.00
Shared
0.00
None
75.08K
ALPHABET INC
SOLEShares47.86K
TypeSH
Market value$13.76M
1.17%
Sole
0.00
Shared
0.00
None
47.86K
VANGUARD INDEX FDS
SOLEShares56.40K
TypeSH
Market value$12.25M
1.04%
Sole
0.00
Shared
0.00
None
56.40K
BROADCOM INC
SOLEShares39.51K
TypeSH
Market value$12.23M
1.04%
Sole
0.00
Shared
0.00
None
39.51K
ALPHABET INC
SOLEShares42.15K
TypeSH
Market value$12.09M
1.03%
Sole
0.00
Shared
0.00
None
42.15K
VANGUARD INTL EQUITY INDEX F
SOLEShares218.73K
TypeSH
Market value$11.82M
1.01%
Sole
0.00
Shared
0.00
None
218.73K
VANGUARD INDEX FDS
SOLEShares63.40K
TypeSH
Market value$11.68M
0.99%
Sole
0.00
Shared
0.00
None
63.40K
VANGUARD INDEX FDS
SOLEShares44.07K
TypeSH
Market value$11.34M
0.97%
Sole
0.00
Shared
0.00
None
44.07K
META PLATFORMS INC
SOLEShares19.48K
TypeSH
Market value$11.15M
0.95%
Sole
0.00
Shared
0.00
None
19.48K
SCHWAB STRATEGIC TR
SOLEShares421.98K
TypeSH
Market value$10.59M
0.90%
Sole
0.00
Shared
0.00
None
421.98K
SCHWAB STRATEGIC TR
SOLEShares358.14K
TypeSH
Market value$10.43M
0.89%
Sole
0.00
Shared
0.00
None
358.14K
BERKSHIRE HATHAWAY INC DEL
SOLEShares16.90K
TypeSH
Market value$8.10M
0.69%
Sole
0.00
Shared
0.00
None
16.90K
JPMORGAN CHASE & CO
SOLEShares26.97K
TypeSH
Market value$7.93M
0.68%
Sole
0.00
Shared
0.00
None
26.97K
TESLA INC
SOLEShares21.25K
TypeSH
Market value$7.90M
0.67%
Sole
0.00
Shared
0.00
None
21.25K
VANGUARD INDEX FDS
SOLEShares24.93K
TypeSH
Market value$7.54M
0.64%
Sole
0.00
Shared
0.00
None
24.93K
ELI LILLY & CO
SOLEShares8.05K
TypeSH
Market value$7.40M
0.63%
Sole
0.00
Shared
0.00
None
8.05K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | VALUE ETF | 852.88K | SH | $167.33M 14.25% | 0.00 | 0.00 | 852.88K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 325.66K | SH | $142.24M 12.11% | 0.00 | 0.00 | 325.66K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 179.89K | SH | $57.71M 4.91% | 0.00 | 0.00 | 179.89K |
NVIDIA CORPORATIONSOLE | COM | 250.86K | SH | $43.75M 3.73% | 0.00 | 0.00 | 250.86K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 1.03M | SH | $40.20M 3.42% | 0.00 | 0.00 | 1.03M |
APPLE INCSOLE | COM | 141.16K | SH | $35.82M 3.05% | 0.00 | 0.00 | 141.16K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 368.29K | SH | $28.42M 2.42% | 0.00 | 0.00 | 368.29K |
MICROSOFT CORPSOLE | COM | 62.50K | SH | $23.14M 1.97% | 0.00 | 0.00 | 62.50K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 590.89K | SH | $20.01M 1.70% | 0.00 | 0.00 | 590.89K |
AMAZON COM INCSOLE | COM | 75.08K | SH | $15.64M 1.33% | 0.00 | 0.00 | 75.08K |
ALPHABET INCSOLE | CAP STK CL A | 47.86K | SH | $13.76M 1.17% | 0.00 | 0.00 | 47.86K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 56.40K | SH | $12.25M 1.04% | 0.00 | 0.00 | 56.40K |
BROADCOM INCSOLE | COM | 39.51K | SH | $12.23M 1.04% | 0.00 | 0.00 | 39.51K |
ALPHABET INCSOLE | CAP STK CL C | 42.15K | SH | $12.09M 1.03% | 0.00 | 0.00 | 42.15K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 218.73K | SH | $11.82M 1.01% | 0.00 | 0.00 | 218.73K |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 63.40K | SH | $11.68M 0.99% | 0.00 | 0.00 | 63.40K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 44.07K | SH | $11.34M 0.97% | 0.00 | 0.00 | 44.07K |
META PLATFORMS INCSOLE | CL A | 19.48K | SH | $11.15M 0.95% | 0.00 | 0.00 | 19.48K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 421.98K | SH | $10.59M 0.90% | 0.00 | 0.00 | 421.98K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 358.14K | SH | $10.43M 0.89% | 0.00 | 0.00 | 358.14K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 16.90K | SH | $8.10M 0.69% | 0.00 | 0.00 | 16.90K |
JPMORGAN CHASE & COSOLE | COM | 26.97K | SH | $7.93M 0.68% | 0.00 | 0.00 | 26.97K |
TESLA INCSOLE | COM | 21.25K | SH | $7.90M 0.67% | 0.00 | 0.00 | 21.25K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 24.93K | SH | $7.54M 0.64% | 0.00 | 0.00 | 24.93K |
ELI LILLY & COSOLE | COM | 8.05K | SH | $7.40M 0.63% | 0.00 | 0.00 | 8.05K |
Page 1 of 19
…