Everhart Financial Group, Inc.

Q3 2026 13F-HR Holdings

Location
Dublin, OH
Holdings as of
9/30/2026
Date filed
10/8/2026
Form type
13F-HR
Num holdings
495
Total value ($000)
$1,623,131
Net value change ($000)
+60,012 (3.8%)
New positions
42
Sold out positions
28
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VUG 24,058 13.5%
MSFT 10,488 48.6%
NVDA 8,932 18.5%
DFAI 8,429 16.9%
EXXONMOBIL HOLDINGS CORP 6,741 NEW
VTV 4,090 2.1%
META 3,834 35.5%
VOE 3,647 5.8%
DFAE 3,372 12.8%
PLTR 2,413 88.6%
Top Reduces (Value $000, Stocks/ETFs)
XOM -5,446 -100.0%
SLYG -3,427 -5.3%
BIV -2,435 -8.3%
AAPL -2,372 -4.2%
AMAT -2,142 -29.4%
WDC -2,070 -29.1%
VTI -1,838 -2.8%
VNQ -1,608 -23.0%
TSLA -1,587 -17.0%
SCHO -1,462 -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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type