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Steven Reinsel

Everhart Financial Group, Inc.

Assets Managed
$1.174B
Holdings
464
Last Quarter
2026 - Q1
Filed Date
1mo 17d ago
Growth Rate
8.79%(2Q avg: 8.49%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Everhart Financial Group, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 464 positions.

Assets under management

The assets under management (AUM) of Everhart Financial Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.174B in assets, with a quarterly growth rate of 8.79% and a 2-quarter average growth rate of 8.49%. The portfolio is managed by Steven Reinsel, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTV
Vanguard Value Etf
Recent Activity
Increased 4.87%
14.25%
$167.335M
852,879 shares@ $196.21 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 14.45%
12.12%
$142.244M
325,657 shares@ $436.79 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -2.44%
4.92%
$57.712M
179,893 shares@ $320.82 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 9.83%
3.73%
$43.749M
250,857 shares@ $174.41 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 21.57%
3.43%
$40.203M
1.032M shares@ $38.97 avg price
AAPL
Apple Inc
Recent Activity
Increased 13.83%
3.06%
$35.824M
141,157 shares@ $253.8 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Decreased -3.49%
2.43%
$28.424M
368,287 shares@ $77.18 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 8.62%
1.97%
$23.136M
62,502 shares@ $370.17 avg price
DFAE
Dimensional Emerging Core Eq
Recent Activity
Increased 20.95%
1.71%
$20.007M
590,888 shares@ $33.87 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 9.55%
1.34%
$15.638M
75,085 shares@ $208.27 avg price

1-10 of 464