Q3 2026 13F · SEC CIK 1852858

Everhart Financial Group, Inc.

Wealth managerFiled 2026-10-08 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.6B
Reported positions: 495
Top holdings a year, 3 yrs: +21.2%
Assets under management: $2.5B

Everhart Financial Group, Inc. is a wealth manager that reported 495 positions worth $1.6B in its Q3 2026 13F, filed 2026-10-08. Its largest holdings were Vanguard Index Fds (VUG, 12.5%), Vanguard Index Fds (VTV, 12.3%), Vanguard Index Fds (VOT, 4.2%). A portfolio copying its top holdings returned 21.2% a year over the last 3 years, against 20.4% for the S&P 500.

Everhart Financial Group, Inc. holdings largest 50 of 495 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Everhart Financial Group, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VUGVanguard Index Fds	12.5%	11.4%	2,245,503	+8.5%	$202.3M
VTVVanguard Index Fds	12.3%	12.5%	922,916	+3.0%	$199.4M
VOTVanguard Index Fds	4.2%	4.2%	234,303	+8.4%	$68.4M
VOEVanguard Index Fds	4.1%	4.0%	342,034	+6.9%	$66.9M
VBRVanguard Index Fds	3.9%	4.0%	275,370	+7.8%	$63.6M
VTIVanguard Index Fds	3.9%	4.1%	167,850	-3.9%	$62.8M
SLYGSpdr Series Trust	3.7%	4.1%	567,965	+5.4%	$60.8M
DFAIDimensional ETF Trust	3.6%	3.2%	1,404,497	+16.4%	$58.2M
NVDANvidia Corporation	3.5%	3.1%	250,133	+3.9%	$57.1M
AAPLApple Inc	3.4%	3.6%	164,127	-16.7%	$54.7M
MSFTMicrosoft Corp	2.0%	1.4%	62,525	+8.1%	$32.1M
DFAEDimensional ETF Trust	1.8%	1.7%	757,265	+15.4%	$29.8M
BIVVanguard Bd Index Fds	1.7%	1.9%	368,484	-3.5%	$26.8M
AMZNAmazon Com Inc	1.2%	1.1%	76,804	+4.5%	$19.1M
GOOGLAlphabet Inc	1.0%	1.1%	48,279	+2.8%	$16.6M
METAMeta Platforms Inc	0.9%	0.7%	20,178	+5.3%	$14.6M
GOOGAlphabet Inc	0.9%	0.9%	42,263	+1.6%	$14.4M
AVGOBroadcom Inc	0.8%	0.9%	36,185	+0.7%	$12.7M
MUMicron Technology Inc	0.8%	0.8%	11,506	+2.7%	$12.3M
SCHGSchwab Strategic Tr	0.7%	0.7%	337,943	-2.0%	$12.1M
VWOVanguard Intl Equity Index F	0.7%	0.8%	201,314	-4.2%	$11.9M
AMDAdvanced Micro Devices Inc	0.7%	0.7%	19,130	+5.1%	$11.7M
SCHBSchwab Strategic Tr	0.7%	0.7%	398,459	-0.4%	$11.7M
VOOVanguard Index Fds	0.7%	0.6%	15,158	+15.7%	$10.6M
LLYEli Lilly & Co	0.6%	0.6%	8,273	+3.5%	$9.6M
JPMJpmorgan Chase & Co	0.6%	0.6%	28,544	+2.4%	$9.4M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.5%	16,826	+0.9%	$8.4M
TSLATesla Inc	0.5%	0.6%	21,765	-1.7%	$7.7M
VBKVanguard Index Fds	0.4%	0.5%	20,780	-6.3%	$7.0M
ABBVAbbvie Inc	0.4%	0.4%	25,782	+1.8%	$6.7M
XOMExxonmobil Holdings Corp	0.4%	—	41,417	—	$6.7M
VNQVanguard Index Fds	0.3%	0.4%	60,226	-17.1%	$5.4M
AMATApplied Matls Inc	0.3%	0.5%	10,069	-0.1%	$5.1M
PLTRPalantir Technologies Inc	0.3%	—	27,466	—	$5.1M
WDCWestern Digital Corp Com	0.3%	0.5%	11,089	-0.4%	$5.0M
JNJJohnson & Johnson	0.3%	0.3%	18,959	+3.4%	$5.0M
VVisa Inc	0.3%	0.3%	13,842	+5.3%	$5.0M
INTCIntel Corp	0.3%	0.3%	40,106	+3.2%	$4.8M
GEVGe Vernova Inc	0.3%	0.4%	5,055	-0.8%	$4.8M
IVVIshares Tr	0.3%	0.3%	6,088	-0.2%	$4.7M
PGProcter & Gamble Co	0.3%	0.3%	30,585	-2.6%	$4.4M
CATCaterpillar Inc	0.3%	0.4%	5,383	+2.4%	$4.4M
WMTWalmart Inc	0.3%	0.3%	40,776	-9.6%	$4.2M
CSCOCisco Sys Inc	0.3%	0.3%	38,735	+0.6%	$4.2M
SNDKSandisk Corp	0.2%	0.3%	2,317	-2.5%	$4.0M
SCHVSchwab Strategic Tr	0.2%	0.3%	118,084	-4.7%	$3.9M
GEGe Aerospace	0.2%	0.3%	12,505	-2.1%	$3.9M
COSTCostco Wholesale Corporation	0.2%	0.3%	4,232	-9.9%	$3.9M
LRCXLam Research Corp	0.2%	0.3%	11,633	+0.9%	$3.8M
CRWDCrowdstrike Hldgs Inc	0.2%	—	13,515	—	$3.6M

What Everhart Financial Group, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

Reduced

VNQ Vanguard Index Fds-17.1% shares
AAPL Apple Inc-16.7% shares
COST Costco Wholesale Corporation-9.9% shares
WMT Walmart Inc-9.6% shares
VBK Vanguard Index Fds-6.3% shares

Left the top 50

XOM Exxon Mobil Corpwas 0.3%
SLS Sellas Life Sciences Group Iwas 0.3%
PWR Quanta Svcs Incwas 0.2%

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.8% /yr; S&P 500 +20.1%
3 years: +21.2% /yr; S&P 500 +20.4%
5 years: +11.0% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$1.6B	495
Q2 2026	$1.6B	481
Q1 2026	$1.2B	464
Q4 2025	$1.1B	417
Q3 2025	$997.8M	390
Q2 2025	$865.4M	340
Q1 2025	$731.3M	328
Q4 2024	$485.9M	309
Q3 2024	$451.4M	316
Q2 2024	$385.4M	293
Q1 2024	$343.5M	277
Q4 2023	$282.3M	240

Questions about Everhart Financial Group, Inc.'s portfolio

What stocks does Everhart Financial Group, Inc. own?

Everhart Financial Group, Inc.'s latest 13F, for Q3 2026 and filed Oct 8, 2026, lists 495 positions worth $1.6B. The largest are Vanguard Index Fds (VUG) at 12.5%, Vanguard Index Fds (VTV) at 12.3%, Vanguard Index Fds (VOT) at 4.2%, Vanguard Index Fds (VOE) at 4.1% and Vanguard Index Fds (VBR) at 3.9%.

What did Everhart Financial Group, Inc. buy last quarter?

In Q3 2026, Everhart Financial Group, Inc. added Dimensional ETF Trust (DFAI) (+16.4% shares), Vanguard Index Fds (VOO) (+15.7% shares) and Dimensional ETF Trust (DFAE) (+15.4% shares), compared with its Q2 2026 filing.

What did Everhart Financial Group, Inc. sell last quarter?

In Q3 2026, Everhart Financial Group, Inc. cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Sellas Life Sciences Group I (SLS), cut from its top 50 Quanta Svcs Inc (PWR), Vanguard Index Fds (VNQ) (-17.1% shares), Apple Inc (AAPL) (-16.7% shares) and Costco Wholesale Corporation (COST) (-9.9% shares), compared with its Q2 2026 filing.

How has Everhart Financial Group, Inc.'s portfolio performed?

A portfolio copying Everhart Financial Group, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +21.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.8% against +20.1%. Over 5 years: +11.0% a year against +11.6%.

When is Everhart Financial Group, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Everhart Financial Group, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Everhart Financial Group, Inc. manage?

Everhart Financial Group, Inc. reported $2.5B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.6B.