Everhart Financial Group, Inc.

Q2 2026 13F-HR Holdings

Location
Dublin, OH
Holdings as of
6/30/2026
Date filed
7/8/2026
Form type
13F-HR
Num holdings
481
Total value ($000)
$1,563,119
Net value change ($000)
+388,684 (33.1%)
New positions
56
Sold out positions
39
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SLYG 59,840 1378.2%
VOT 54,842 483.6%
VOE 51,548 441.2%
VBR 49,804 406.5%
VUG 36,040 25.3%
VTV 27,999 16.7%
AAPL 21,205 59.2%
DFAI 9,556 23.8%
MU 8,886 219.8%
AMD 7,068 201.4%
Top Reduces (Value $000, Stocks/ETFs)
SPY -5,400 -74.1%
IWD -3,553 -100.0%
VIG -2,655 -68.2%
DVY -2,203 -100.0%
XOM -1,770 -24.5%
NFLX -1,713 -39.7%
MSFT -1,555 -6.7%
PLTR -1,419 -34.2%
CWI -1,394 -100.0%
HON -1,046 -100.0%
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