Everhart Financial Group, Inc. - Portfolio overview

Everhart Financial Group, Inc. has 489 reported holdings in this dataset, with the latest filing dated 2026-04-09.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VTV - VANGUARD INDEX FDS, 14.13%
2. VUG - VANGUARD INDEX FDS, 12.02%
3. VTI - VANGUARD INDEX FDS, 4.87%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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