Institutional Fund
Everhart Financial Group, Inc.
Dublin, OHCIK 18528585 filings on record
Portfolio Value
$1.17B
Q1 2026
Holdings
464
Reported positions
New Buys
74
Opened this quarter
QoQ Change
+8.8%
from $1.08B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds14.2%
- Vanguard Index Fds12.1%
- Vanguard Index Fds4.9%
- Nvidia Corporation3.7%
- Dimensional ETF Trust3.4%
- Apple Inc3.1%
- Other58.5%
Portfolio Holdings
464 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 852.9K | $167.33M | 14.2% | +39.6K | Added |
| 2 | Vanguard Index Fds | 325.7K | $142.24M | 12.1% | +41.1K | Added |
| 3 | Vanguard Index Fds | 179.9K | $57.71M | 4.9% | −4.5K | Reduced |
| 4 | Nvidia Corporation | 250.9K | $43.75M | 3.7% | +22.4K | Added |
| 5 | Dimensional ETF Trust | 1.03M | $40.20M | 3.4% | +183.0K | Added |
| 6 | Apple Inc | 141.2K | $35.82M | 3.1% | +17.1K | Added |
| 7 | Vanguard Bd Index Fds | 368.3K | $28.42M | 2.4% | −13.4K | Reduced |
| 8 | Microsoft Corp | 62.5K | $23.14M | 2.0% | +5.0K | Added |
| 9 | Dimensional ETF Trust | 590.9K | $20.01M | 1.7% | +102.3K | Added |
| 10 | Amazon Com Inc | 75.1K | $15.64M | 1.3% | +6.5K | Added |
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