Everhart Financial Group, Inc.

Q1 2026 13F-HR Holdings

Location
Dublin, OH
Holdings as of
3/31/2026
Date filed
4/9/2026
Form type
13F-HR
Num holdings
464
Total value ($000)
$1,174,435
Net value change ($000)
+94,834 (8.8%)
New positions
74
Sold out positions
27
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VTV 12,002 7.7%
DFAI 7,853 24.3%
SPY 5,785 386.2%
VOE 4,664 66.4%
VBR 4,160 51.4%
DFAE 4,094 25.7%
SLYG 3,935 966.8%
VOT 3,913 52.7%
IWD 3,553 NEW
VUG 3,428 2.5%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -4,694 -16.9%
VTI -4,113 -6.7%
INTU -1,691 -59.9%
SCHG -1,527 -12.8%
META -1,378 -11.0%
BIV -1,298 -4.4%
TSLA -989 -11.1%
SPGI -977 -49.2%
AXP -906 -37.4%
APP -857 -42.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type