Everhart Financial Group, Inc.
All 13F Filings
- Location
- Dublin, OH
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 1,623,131
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/8/2026 | 495 | 1,623,131 | 13F-HR | Everhart Financial Group, Inc. |
| Q2 2026 | 7/8/2026 | 481 | 1,563,119 | 13F-HR | Everhart Financial Group, Inc. |
| Q1 2026 | 4/9/2026 | 464 | 1,174,435 | 13F-HR | Everhart Financial Group, Inc. |
| Q4 2025 | 1/7/2026 | 417 | 1,079,601 | 13F-HR | Everhart Financial Group, Inc. |
| Q3 2025 | 11/4/2025 | 390 | 997,846 | 13F-HR | Everhart Financial Group, Inc. |
| Q2 2025 | 8/7/2025 | 340 | 865,359 | 13F-HR | Everhart Financial Group, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 646.8 K | 39.8% | 20.14 K | 0 | 20.14 K |
| ETFs | 974.5 K | 60.0% | 40.02 K | 0 | 40.02 K |
| Debt | 1.875 K | 0.1% | 0 | 142 | -142 |
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Fund Snapshot
Q3 2026
Latest filed
10/8/2026
Total value ($000)
1,623,131
Holdings
495
QoQ value change ($000)
60,012
(3.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.