Everhart Financial Group, Inc. ETF holdings
Dublin, OH
Reported $938.6M in 101 ETFs in its Form 13F for June 30, 2026.
ETF value
$938.6M
ETFs held
101
Change from prior quarter
+47.8%
With price moves
ETFs as a share of its 13F
60.0%
of $1.6B
Top 10 of 101 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VTV | Vanguard Morningstar Value ETF | $195.3M | 896,315 | +43,436 shares |
| VUG | Vanguard Morningstar Growth ETF | $178.3M | 2,069,696 | +1,744,039 shares |
| VOT | Vanguard Morningstar Mid-Cap Growth ETF | $66.2M | 216,074 | +172,004 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $64.7M | 174,721 | −5,172 shares |
| SLYG | State Street SPDR S&P 600 Small Cap Growth ETF | $64.2M | 538,759 | +493,819 shares |
| VOE | Vanguard Morningstar Mid-Cap Value ETF | $63.2M | 319,994 | +256,595 shares |
| VBR | Vanguard Morningstar Small-Cap Value ETF | $62.1M | 255,385 | +198,989 shares |
| DFAI | Dimensional International Core Equity Market ETF | $49.8M | 1,206,275 | +174,383 shares |
| BIV | Vanguard Intermediate-Term Bond ETF | $29.3M | 381,781 | +13,494 shares |
| DFAE | Dimensional Emerging Core Equity Market ETF | $26.4M | 656,464 | +65,576 shares |
91 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001852858. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Everhart Financial Group, Inc. own?
Everhart Financial Group, Inc. reported 101 ETF positions worth $938.6M in its Form 13F for June 30, 2026. The largest was VTV, at $195.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.