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Steven Reinsel

Everhart Financial Group, Inc.

Assets Managed
$1.563B
Holdings
481
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
33.1%(2Q avg: 20.94%)
Sustained Growth
11 quarters

Portfolio positions

This chart displays the top 10 holdings in Everhart Financial Group, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 481 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 11 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.563B in assets, with a quarterly growth rate of 33.1% and a 2-quarter average growth rate of 20.94%. The portfolio is managed by Steven Reinsel, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTV
Vanguard Value Etf
Recent Activity
Increased 5.1%
12.5%
$195.334M
896,315 shares@ $217.94 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 535.55%
11.41%
$178.284M
2.07M shares@ $86.15 avg price
VOT
Vanguard Mid-cap Growth Etf
Recent Activity
Increased 390.3%
4.24%
$66.183M
216,074 shares@ $306.3 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -2.87%
4.14%
$64.654M
174,721 shares@ $370.04 avg price
SLYG
Spdr S&p 600 Small Cap Growt
Recent Activity
Increased 1098.85%
4.11%
$64.182M
538,759 shares@ $119.13 avg price
VOE
Vanguard Mid-cap Value Etf
Recent Activity
Increased 404.74%
4.05%
$63.231M
319,994 shares@ $197.6 avg price
VBR
Vanguard Small-cap Value Etf
Recent Activity
Increased 352.85%
3.98%
$62.056M
255,385 shares@ $243.0 avg price
AAPL
Apple Inc
Recent Activity
Increased 39.63%
3.65%
$57.029M
197,086 shares@ $289.37 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 16.9%
3.19%
$49.759M
1.206M shares@ $41.25 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -3.98%
3.09%
$48.193M
240,854 shares@ $200.1 avg price

1-10 of 481