13F Insight
DOSSIER · 13F-HR · Q3 2026

Everhart Financial Group, Inc.

$1.6B in tracked AUM across 495 positions as of Q3 2026.

EF
CIK 0001852858 · last filed Sep 30, 2026
Total AUM
$1.6B
as of Q3 2026
Holdings
495
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Everhart Financial Group, Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VUG
VANGUARD INDEX FDS
$202M2.2M12.5%02
VTV
VANGUARD INDEX FDS
$199M923K12.3%03
VOT
VANGUARD INDEX FDS
$68M234K4.2%04
VOE
VANGUARD INDEX FDS
$67M342K4.1%05
VBR
VANGUARD INDEX FDS
$64M275K3.9%06
VTI
VANGUARD INDEX FDS
$63M168K3.9%07
SLYG
SPDR SERIES TRUST
$61M568K3.7%08
DFAI
DIMENSIONAL ETF TRUST
$58M1.4M3.6%09
NVDA
NVIDIA CORPORATION
$57M250K3.5%10
AAPL
APPLE INC
$55M164K3.4%

Filing history

2026Q3Sep 30
$1.6B▲ 3.8%
495 positionsView →2026Q2Jun 30
$1.6B▲ 33.1%
481 positionsView →2026Q1Mar 31
$1.2B▲ 8.8%
464 positionsView →2025Q4Dec 31
$1.1B▲ 293.1%
417 positionsView →2025Q3Sep 30
$275M▼ 68.3%
158 positionsLocked2025Q2Jun 30
$865M▲ 18.3%
340 positionsLocked2025Q1Mar 31
$731M▲ 50.5%
328 positionsLocked2024Q4Dec 31
$486M▲ 7.6%
309 positionsLocked2024Q3Sep 30
$451M▲ 17.1%
316 positionsLocked2024Q2Jun 30
$385M▲ 12.2%
293 positionsLocked2024Q1Mar 31
$343M▲ 21.7%
277 positionsLocked2023Q4Dec 31
$282M▲ 19.7%
240 positionsLocked
Showing 12 of 24