Everhart Financial Group, Inc.
Sector Allocation
- Other60.0%$974.5M
- Technology19.8%$320.8M
- Financials4.8%$77.5M
- Healthcare3.5%$57.2M
- Industrials3.0%$49.3M
- Consumer Discretionary2.9%$47.1M
- Consumer Staples1.9%$30.3M
- Energy1.6%$25.9M
- Utilities0.7%$10.7M
- Materials0.7%$10.5M
AUM History
13fpro.ai/research/fund/everhart-financial-group-inc-1852858
Conviction and streaks
Stable · top 10 = 55.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- VANGUARD$202.3M
- VANGUARD$199.4M
- VANGUARD$68.4M
- VANGUARD$66.9M
- VANGUARD$63.6M
- VANGUARD$62.8M
- SPDR$60.8M
- DIMENSIONAL$58.2M
NVDA
$57.1MAAPL
$54.7MMSFT
$32.1M- DIMENSIONAL$29.8M
- VANGUARD$26.8M
AMZN
$19.1MGOOGL
$16.6MMETA
$14.6MGOOG
$14.4MAVGO
$12.7MMU
$12.3M- SCHWAB$12.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/everhart-financial-group-inc-1852858
Everhart Financial Group, Inc. 13F holdings — Q3 2026
$1.6B portfolio (+3.8% QoQ) · 495 holdings · Q3 2026 13F · top 10 are 55% of the stock portfolio
- 1
VANGUARD INDEX FDS - MRNGSTR GRWT ETF
$202.3M
12.5% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD INDEX FDS - MRNGSTR VAL ETF
$199.4M
12.3% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD INDEX FDS - MRNGSTR MD CP GR
$68.4M
4.2% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD INDEX FDS - MRNGSTR MD CP VA
$66.9M
4.1% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
VANGUARD INDEX FDS - MRNGSTR SML CP V
$63.6M
3.9% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD INDEX FDS - MRNGSTR TTL STK
$62.8M
3.9% of stocks
-4%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
SPDR SERIES TRUST - ST STR SP600GRWO
$60.8M
3.7% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
DIMENSIONAL ETF TRUST - INTL CORE EQT MK
$58.2M
3.6% of stocks
+16%This quarter—Since filed—HeldAIQuality—Est. buy— $57.1M
3.5% of stocks
+4%This quarter-6.3%Since filed11+ qtrsHeld$54.7M
3.4% of stocks
-17%This quarter+1.0%Since filed11+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | $202.3M | 12.5% | +8% | — | — | — | — | |
| 2 | VANGUARD INDEX FDS - MRNGSTR VAL ETF | $199.4M | 12.3% | +3% | — | — | — | — | |
| 3 | VANGUARD INDEX FDS - MRNGSTR MD CP GR | $68.4M | 4.2% | +8% | — | — | — | — | |
| 4 | VANGUARD INDEX FDS - MRNGSTR MD CP VA | $66.9M | 4.1% | +7% | — | — | — | — | |
| 5 | VANGUARD INDEX FDS - MRNGSTR SML CP V | $63.6M | 3.9% | +8% | — | — | — | — | |
| 6 | VANGUARD INDEX FDS - MRNGSTR TTL STK | $62.8M | 3.9% | -4% | — | — | — | — | |
| 7 | SPDR SERIES TRUST - ST STR SP600GRWO | $60.8M | 3.7% | +5% | — | — | — | — | |
| 8 | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $58.2M | 3.6% | +16% | — | — | — | — | |
| 9 | $57.1M | 3.5% | +4% | -6.3% | 11+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | $54.7M | 3.4% | -17% | +1.0% | 11+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial |
All holdings — Everhart Financial Group, Inc. (Q3 2026)
495 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | MICROSOFT CORP | Technology | $32.1M | 2.0% | 63K | +8% | 11+ qtrs | 79.8 | 13F | |
| 12 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNGetf/fund | — | $29.8M | 1.8% | 757K | +15% | — | — | 13F |
| 13 | — | VANGUARD BD INDEX FDS - INTERMED TERMetf/fund | — | $26.8M | 1.6% | 368K | -3% | — | — | 13F |
| 14 | AMAZON COM INC | Consumer Discretionary | $19.1M | 1.2% | 77K | +5% | 11+ qtrs | 67.5 | 13F | |
| 15 | Alphabet Inc. | Technology | $16.6M | 1.0% | 48K | +3% | 11+ qtrs | 77.7 | 13F | |
| 16 | Meta Platforms, Inc. | Technology | $14.6M | 0.9% | 20K | +5% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Alphabet Inc. | Technology | $14.4M | 0.9% | 42K | +2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Broadcom Inc. | Technology | $12.7M | 0.8% | 36K | +0.7% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | MICRON TECHNOLOGY INC | Technology | $12.3M | 0.8% | 12K | +3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | SCHWAB STRATEGIC TR - US LCAP GR ETFetf/fund | — | $12.1M | 0.8% | 338K | -2% | — | — | 13F |
| 21 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETFetf/fund | — | $11.9M | 0.7% | 201K | -4% | — | — | 13F |
| 22 | ADVANCED MICRO DEVICES INC | Technology | $11.7M | 0.7% | 19K | +5% | 11+ qtrsAdded 7 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | SCHWAB STRATEGIC TR - US BRD MKT ETFetf/fund | — | $11.7M | 0.7% | 398K | -0.4% | — | — | 13F |
| 24 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $10.6M | 0.7% | 15K | +16% | — | — | 13F |
| 25 | ELI LILLY & Co | Healthcare | $9.6M | 0.6% | 8,273 | +4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $JPM | JPMORGAN CHASE & CO | Financials | $9.4M | 0.6% | 29K | +2% | |||
| 27 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $8.4M | 0.5% | 17K | +0.9% | |||
| 28 | $TSLA | Tesla, Inc. | Consumer Discretionary | $7.7M | 0.5% | 22K | -2% | |||
| 29 | — | VANGUARD INDEX FDS - MRNGSTR SM CP GR | — | $7.0M | 0.4% | 21K | -6% | |||
| 30 | $ABBV | AbbVie Inc. | Healthcare | $6.7M | 0.4% | 26K | +2% | |||
| 31 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $6.7M | 0.4% | 41K | +4% | |||
| 32 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $5.4M | 0.3% | 60K | -17% | |||
| 33 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $5.1M | 0.3% | 10K | -0.1% | |||
| 34 | $PLTR | Palantir Technologies Inc. | Technology | $5.1M | 0.3% | 27K | +18% | |||
| 35 | $WDC | WESTERN DIGITAL CORP | Technology | $5.0M | 0.3% | 11K | -0.4% | |||
| 36 | $JNJ | JOHNSON & JOHNSON | Healthcare | $5.0M | 0.3% | 19K | +3% | |||
| 37 | $V | VISA INC. | Financials | $5.0M | 0.3% | 14K | +5% | |||
| 38 | $INTC | INTEL CORP | Technology | $4.8M | 0.3% | 40K | +3% | |||
| 39 | $GEV | GE Vernova Inc. | Industrials | $4.8M | 0.3% | 5,055 | -0.8% | |||
| 40 | — | ISHARES TR - CORE S&P500 ETF | — | $4.7M | 0.3% | 6,088 | -0.2% | |||
| 41 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $4.4M | 0.3% | 31K | -3% | |||
| 42 | $CAT | CATERPILLAR INC | Industrials | $4.4M | 0.3% | 5,383 | +2% | |||
| 43 | $WMT | Walmart Inc. | Consumer Staples | $4.2M | 0.3% | 41K | -10% | |||
| 44 | $CSCO | CISCO SYSTEMS, INC. | Technology | $4.2M | 0.3% | 39K | +0.6% | |||
| 45 | $SNDK | Sandisk Corp | Technology | $4.0M | 0.3% | 2,317 | -3% | |||
| 46 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | — | $3.9M | 0.2% | 118K | -5% | |||
| 47 | $GE | GENERAL ELECTRIC CO | Industrials | $3.9M | 0.2% | 13K | -2% | |||
| 48 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $3.9M | 0.2% | 4,232 | -10% | |||
| 49 | $LRCX | LAM RESEARCH CORP | Technology | $3.8M | 0.2% | 12K | +0.9% | |||
| 50 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $3.6M | 0.2% | 14K | +324% | |||
| 51 | $KO | COCA COLA CO | Consumer Staples | $3.6M | 0.2% | 41K | +9% | |||
| 52 | $MA | Mastercard Inc | Financials | $3.5M | 0.2% | 6,381 | +6% | |||
| 53 | $PANW | Palo Alto Networks Inc | Technology | $3.5M | 0.2% | 8,739 | +2% | |||
| 54 | $PWR | QUANTA SERVICES, INC. | Industrials | $3.3M | 0.2% | 5,187 | +2% | |||
| 55 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | — | $3.3M | 0.2% | 98K | -0.9% | |||
| 56 | $GS | GOLDMAN SACHS GROUP INC | Financials | $3.3M | 0.2% | 3,660 | +3% | |||
| 57 | $PM | Philip Morris International Inc. | Consumer Staples | $3.0M | 0.2% | 16K | +1% | |||
| 58 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $3.0M | 0.2% | 92K | +0.9% | |||
| 59 | $SLS | SELLAS Life Sciences Group, Inc. | Healthcare | $3.0M | 0.2% | 240K | -17% | |||
| 60 | $MRK | Merck & Co., Inc. | Healthcare | $2.9M | 0.2% | 20K | +4% | |||
| 61 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $2.9M | 0.2% | 34K | -5% | |||
| 62 | $MRVL | Marvell Technology, Inc. | Technology | $2.7M | 0.2% | 10K | +0.3% | |||
| 63 | $CVX | CHEVRON CORP | Energy | $2.6M | 0.2% | 13K | +7% | |||
| 64 | $RTX | RTX Corp | Industrials | $2.5M | 0.2% | 14K | +2% | |||
| 65 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $2.5M | 0.2% | 6,869 | +2% | |||
| 66 | $WELL | WELLTOWER INC. | Real Estate | $2.5M | 0.1% | 11K | +5% | |||
| 67 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $2.4M | 0.1% | 45K | +2% | |||
| 68 | $NET | Cloudflare, Inc. | Technology | $2.4M | 0.1% | 6,960 | +2% | |||
| 69 | $ADI | ANALOG DEVICES INC | Technology | $2.4M | 0.1% | 6,092 | +5% | |||
| 70 | $NFLX | NETFLIX INC | Communication Services | $2.4M | 0.1% | 35K | -5% | |||
| 71 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $2.4M | 0.1% | 3,247 | +16% | |||
| 72 | $MPC | Marathon Petroleum Corp | Energy | $2.3M | 0.1% | 5,821 | -0.4% | |||
| 73 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $2.2M | 0.1% | 32K | +2% | |||
| 74 | $AMGN | AMGEN INC | Healthcare | $2.2M | 0.1% | 5,299 | +4% | |||
| 75 | $MS | MORGAN STANLEY | Financials | $2.2M | 0.1% | 12K | +2% | |||
| 76 | $ANET | Arista Networks, Inc. | Technology | $2.2M | 0.1% | 11K | +4% | |||
| 77 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $2.2M | 0.1% | 72K | -2% | |||
| 78 | — | ISHARES TR - CORE MSCI EAFE | — | $2.1M | 0.1% | 21K | -3% | |||
| 79 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $2.1M | 0.1% | 63K | -1% | |||
| 80 | $VRT | Vertiv Holdings Co | Technology | $2.1M | 0.1% | 8,513 | -0.8% | |||
| 81 | $UVSP | UNIVEST FINANCIAL Corp | Financials | $2.0M | 0.1% | 50K | +4% | |||
| 82 | $SPY | SPDR S&P 500 ETF TRUST | — | $2.0M | 0.1% | 2,574 | +2% | |||
| 83 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $1.9M | 0.1% | 24K | +4% | |||
| 84 | $CSX | CSX CORP | Industrials | $1.9M | 0.1% | 41K | +3% | |||
| 85 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $1.9M | 0.1% | 5,718 | -6% | |||
| 86 | $META | Meta Platforms, Inc. | Technology | $1.9M | 0.1% | 25K | -5% | |||
| 87 | $ORCL | ORACLE CORP | Technology | $1.8M | 0.1% | 13K | -10% | |||
| 88 | $SPOT | Spotify Technology S.A. | Communication Services | $1.8M | 0.1% | 3,746 | -0.8% | |||
| 89 | $DELL | Dell Technologies Inc. | Technology | $1.8M | 0.1% | 3,347 | +5% | |||
| 90 | $RCL | ROYAL CARIBBEAN CRUISES LTD | Industrials | $1.8M | 0.1% | 6,643 | -4% | |||
| 91 | — | PIMCO ETF TR - MULTISECTOR BD | — | $1.7M | 0.1% | 69K | +122% | |||
| 92 | — | VANGUARD INDEX FDS - MRNGSTR MID CAP | — | $1.7M | 0.1% | 22K | +4% | |||
| 93 | $ITT | ITT INC. | Industrials | $1.7M | 0.1% | 8,589 | +0.8% | |||
| 94 | $MCK | MCKESSON CORP | Consumer Staples | $1.7M | 0.1% | 2,028 | +3% | |||
| 95 | $TXN | TEXAS INSTRUMENTS INC | Technology | $1.7M | 0.1% | 6,063 | +3% | |||
| 96 | $NEM | NEWMONT Corp /DE/ | Materials | $1.7M | 0.1% | 15K | +10% | |||
| 97 | $DE | DEERE & CO | Industrials | $1.7M | 0.1% | 2,458 | +3% | |||
| 98 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $1.6M | 0.1% | 12K | -16% | |||
| 99 | $HLT | Hilton Worldwide Holdings Inc. | Consumer Discretionary | $1.6M | 0.1% | 5,116 | -0.8% | |||
| 100 | $WBD | Warner Bros. Discovery, Inc. | Communication Services | $1.6M | 0.1% | 52K | +0.8% | |||
| 101 | — | VANGUARD INDEX FDS - MRNGSTR SML CAP | — | $1.6M | 0.1% | 5,632 | +1% | |||
| 102 | $DVN | DEVON ENERGY CORP/DE | Energy | $1.6M | 0.1% | 34K | +5% | |||
| 103 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $1.6M | 0.1% | 2,348 | +22% | |||
| 104 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $1.6M | 0.1% | 23K | -12% | |||
| 105 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.6M | 0.1% | 7,063 | -7% | |||
| 106 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $1.6M | 0.1% | 10K | +8% | |||
| 107 | $CFG | CITIZENS FINANCIAL GROUP INC/RI | Financials | $1.6M | 0.1% | 24K | +4% | |||
| 108 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $1.5M | 0.1% | 33K | +1% | |||
| 109 | $SJM | J M SMUCKER Co | Consumer Staples | $1.5M | 0.1% | 13K | +34% | |||
| 110 | $T | AT&T INC. | Communication Services | $1.5M | 0.1% | 62K | -1% | |||
| 111 | $AXP | AMERICAN EXPRESS CO | Financials | $1.5M | 0.1% | 4,935 | -5% | |||
| 112 | $TT | Trane Technologies plc | Technology | $1.5M | 0.1% | 3,280 | +1% | |||
| 113 | — | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | — | $1.5M | 0.1% | 37K | +277% | |||
| 114 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $1.5M | 0.1% | 9,014 | +3% | |||
| 115 | $KEYS | Keysight Technologies, Inc. | Technology | $1.4M | 0.1% | 3,968 | +6% | |||
| 116 | — | SCHWAB STRATEGIC TR - 1000 INDEX ETF | — | $1.4M | 0.1% | 39K | -0.5% | |||
| 117 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $1.4M | 0.1% | 21K | +1% | |||
| 118 | $ABT | ABBOTT LABORATORIES | Healthcare | $1.4M | 0.1% | 14K | +13% | |||
| 119 | $PSX | Phillips 66 | Energy | $1.4M | 0.1% | 5,587 | +3% | |||
| 120 | $SCHW | SCHWAB CHARLES CORP | Financials | $1.4M | 0.1% | 15K | +4% | |||
| 121 | — | ISHARES TR - RESIDENTIAL MULT | — | $1.4M | 0.1% | 16K | New | |||
| 122 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $1.4M | 0.1% | 2,646 | +3% | |||
| 123 | $NOW | ServiceNow, Inc. | Technology | $1.4M | 0.1% | 10K | +8% | |||
| 124 | $LFST | LifeStance Health Group, Inc. | Healthcare | $1.4M | 0.1% | 113K | +1% | |||
| 125 | $DUK | Duke Energy CORP | Utilities | $1.4M | 0.1% | 12K | -5% | |||
| 126 | $BLK | BlackRock, Inc. | Financials | $1.3M | 0.1% | 1,270 | +4% | |||
| 127 | $NVT | nVent Electric plc | Industrials | $1.3M | 0.1% | 8,380 | +2% | |||
| 128 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $1.3M | 0.1% | 21K | +2% | |||
| 129 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $1.3M | 0.1% | 3,298 | -8% | |||
| 130 | $RUSHA | RUSH ENTERPRISES INC \TX\ | Consumer Discretionary | $1.3M | 0.1% | 25K | +52% | |||
| 131 | — | PIMCO ETF TR - ENHNCD LW DUR AC | — | $1.3M | 0.1% | 14K | New | |||
| 132 | $PEP | PEPSICO INC | Consumer Staples | $1.3M | 0.1% | 10K | -17% | |||
| 133 | $VLO | VALERO ENERGY CORP/TX | Energy | $1.3M | 0.1% | 3,364 | +7% | |||
| 134 | $PH | Parker-Hannifin Corp | Industrials | $1.3M | 0.1% | 1,349 | +9% | |||
| 135 | $BUSE | FIRST BUSEY CORP /NV/ | Financials | $1.3M | 0.1% | 44K | +6% | |||
| 136 | $ROST | ROSS STORES, INC. | Consumer Discretionary | $1.3M | 0.1% | 5,477 | +2% | |||
| 137 | $CRM | Salesforce, Inc. | Technology | $1.3M | 0.1% | 5,552 | +27% | |||
| 138 | $LECO | LINCOLN ELECTRIC HOLDINGS INC | Industrials | $1.3M | 0.1% | 4,806 | +4% | |||
| 139 | $DAL | DELTA AIR LINES, INC. | Industrials | $1.3M | 0.1% | 15K | +3% | |||
| 140 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.2M | 0.1% | 4,393 | -24% | |||
| 141 | $UNP | UNION PACIFIC CORP | Industrials | $1.2M | 0.1% | 4,564 | +7% | |||
| 142 | $FTNT | Fortinet, Inc. | Technology | $1.2M | 0.1% | 6,922 | +3% | |||
| 143 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $1.2M | 0.1% | 5,231 | +0.1% | |||
| 144 | — | ISHARES INC - CORE MSCI EMKT | — | $1.2M | 0.1% | 15K | -3% | |||
| 145 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.2M | 0.1% | 5,242 | -7% | |||
| 146 | $KLAC | KLA CORP | Technology | $1.2M | 0.1% | 6,173 | +10% | |||
| 147 | $SPG | SIMON PROPERTY GROUP INC. | Real Estate | $1.2M | 0.1% | 5,987 | -0.1% | |||
| 148 | $COR | Cencora, Inc. | Consumer Staples | $1.2M | 0.1% | 3,983 | -0.1% | |||
| 149 | $CNO | CNO Financial Group, Inc. | Financials | $1.2M | 0.1% | 23K | +3% | |||
| 150 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $1.2M | 0.1% | 14K | +15% |
What changed in Q3 2026
Against the previous quarter's 13F: 40 new, 257 added to, 162 trimmed, 26 sold out. Share-count changes; largest moves by dollar size first.
New positions (40)
- ISHARES TR - RESIDENTIAL MULT$1.4M
first bought this quarter
- PIMCO ETF TR - ENHNCD LW DUR AC$1.3M
first bought this quarter
$MSTRStrategy Inc$802K
first bought this quarter
$ETEnergy Transfer LP$789K
first bought this quarter
$ROIVRoivant Sciences Ltd.$670K
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$527Kfirst bought this quarter
+34 more in the Excel export
Added to (257)
- VANGUARD INDEX FDS - MRNGSTR GRWT ETF+8%
now $202.3M
- DIMENSIONAL ETF TRUST - INTL CORE EQT MK+16%
now $58.2M
- VANGUARD INDEX FDS - MRNGSTR VAL ETF+3%
now $199.4M
- VANGUARD INDEX FDS - MRNGSTR MD CP GR+8%
now $68.4M
- VANGUARD INDEX FDS - MRNGSTR SML CP V+8%
now $63.6M
- VANGUARD INDEX FDS - MRNGSTR MD CP VA+7%
now $66.9M
+251 more in the Excel export
Trimmed (162)
now $54.7M · held 11+ qtrs
- VANGUARD INDEX FDS - MRNGSTR TTL STK-4%
now $62.8M
- VANGUARD INDEX FDS - REAL ESTATE ETF-17%
now $5.4M
- VANGUARD BD INDEX FDS - INTERMED TERM-3%
now $26.8M
$SLSSELLAS Life Sciences Group, Inc.-17%
now $3.0M · held 5 qtrs, 3 trims in a row
- VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF-4%
now $11.9M
+156 more in the Excel export
Holdings by quarter
Every 13F Everhart Financial Group, Inc. has filed, 23 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 8, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Everhart Financial Group's top 20 holdings: 78/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
-4.8%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 13% over the last 4
Top 10 weight
55%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
95%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Everhart Financial Group, Inc. disclosed 495 positions worth $1.6B in its Form 13F-HR for Q3 2026. During the quarter the fund opened 40 new positions and exited 26. The portfolio is most concentrated in Other (60.0% of disclosed assets). All figures are sourced directly from Everhart Financial Group, Inc.’s Form 13F-HR filing with the SEC under CIK 1852858.
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AI-Powered Hedge Fund Analysis: Everhart Financial Group, Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For Everhart Financial Group, Inc. (SEC CIK: 1852858), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Everhart Financial Group, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.