Everhart Financial Group, Inc. holds a focused book of 481 stocks worth $1.6B as of Q2 2026 (disclosed Jul 9, 2026, a ~9-day 13F lag). This quarter they opened Schwab Short-Term US Treas and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Vanguard Value ETF at 12% of the equity book. Cloning the disclosed picks since 2024 would be +39% (+19.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 7.6 points over this window.
Growth of $10,000 cloning Everhart Financial Group, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~9 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
40% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Everhart Financial Group, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $2.7T |
| MORGAN STANLEY | 80 / 80 | $649.7B |
| JPMORGAN CHASE & CO | 80 / 80 | $609.7B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $483.4B |
| ROYAL BANK OF CANADA | 80 / 80 | $185.6B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $180.2B |
| UBS Group AG | 80 / 80 | $174.7B |
| PNC FINANCIAL SERVICES GROUP, INC. | 80 / 80 | $99.4B |
Ranked by how many of Everhart Financial Group, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS VALUE ETF | $195.3M | 896.3K | 12.5% | ▲+5.1% Added · +43K sh | |
| 2 | Vanguard Index FDS GROWTH ETF | $178.3M | 2.07M | 11.4% | ▲+536% Added · +1.7M sh | |
| 3 | Vanguard Index FDS MCAP GR IDXVIP | $66.2M | 216.1K | 4.2% | ▲+390% Added · +172K sh | |
| 4 | Vanguard Index FDS TOTAL STK MKT | $64.7M | 174.7K | 4.1% | ▼−2.9% Reduced · −5K sh | |
| 5 | SPDR Series Trust ST STR SP600GRWO | $64.2M | 538.8K | 4.1% | ▲12× Added · +494K sh | |
| 6 | Vanguard Index FDS MCAP VL IDXVIP | $63.2M | 320.0K | 4.0% | ▲+405% Added · +257K sh | |
| 7 | Vanguard Index FDS SM CP VAL ETF | $62.1M | 255.4K | 4.0% | ▲+353% Added · +199K sh | |
| 8 | Apple Inc COM | $57.0M | 197.1K | 3.6% | ▲+40% Added · +56K sh | |
| 9 | Dimensional ETF Trust INTL CORE EQT MK | $49.8M | 1.21M | 3.2% | ▲+17% Added · +174K sh | |
| 10 | Nvidia Corporation COM | $48.2M | 240.9K | 3.1% | ▼−4.0% Reduced · −10K sh | |
| 11 | Vanguard BD Index FDS INTERMED TERM | $29.3M | 381.8K | 1.9% | ▲+3.7% Added · +13K sh | |
| 12 | Dimensional ETF Trust EMGR CRE EQT MNG | $26.4M | 656.5K | 1.7% | ▲+11% Added · +66K sh | |
| 13 | Microsoft Corp COM | $21.6M | 57.9K | 1.4% | ▼−7.4% Reduced · −5K sh | |
| 14 | Amazon Com Inc COM | $17.5M | 73.5K | 1.1% | ▼−2.1% Reduced · −2K sh | |
| 15 | Alphabet Inc CAP STK CL A | $16.8M | 47.0K | 1.1% | ▼−1.9% Reduced · −892 sh | |
| 16 | Alphabet Inc CAP STK CL C | $14.7M | 41.6K | 0.9% | ▼−1.3% Reduced · −554 sh | |
| 17 | Broadcom Inc COM | $13.6M | 35.9K | 0.9% | ▼−9.1% Reduced · −4K sh | |
| 18 | Micron Technology Inc COM | $12.9M | 11.2K | 0.8% | ▼−6.4% Reduced · −766 sh | |
| 19 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $12.5M | 210.2K | 0.8% | ▼−3.9% Reduced · −9K sh | |
| 20 | Schwab Strategic TR US LCAP GR ETF | $11.7M | 344.7K | 0.7% | ▼−3.7% Reduced · −13K sh | |
| 21 | Schwab Strategic TR US BRD MKT ETF | $11.6M | 400.1K | 0.7% | ▼−5.2% Reduced · −22K sh | |
| 22 | Meta Platforms Inc CL A | $10.8M | 19.2K | 0.7% | ▼−1.6% Reduced · −313 sh | |
| 23 | Advanced Micro Devices Inc COM | $10.6M | 18.2K | 0.7% | ▲+5.5% Added · +953 sh | |
| 24 | Eli Lilly & Co COM | $9.6M | 8.0K | 0.6% | ▼−0.7% Reduced · −59 sh | |
| 25 | Tesla Inc COM | $9.3M | 22.1K | 0.6% | ▲+4.2% Added · +884 sh | |
| 26 | JPMorgan Chase & Co COM | $9.1M | 27.9K | 0.6% | ▲+3.4% Added · +909 sh | |
| 27 | Vanguard Index FDS S&P 500 ETF SHS | $9.0M | 13.1K | 0.6% | ▲+31% Added · +3K sh | |
| 28 | Berkshire Hathaway Inc Del CL B NEW | $8.3M | 16.7K | 0.5% | ▼−1.4% Reduced · −230 sh | |
| 29 | Vanguard Index FDS SML CP GRW ETF | $8.1M | 22.2K | 0.5% | ▼−11% Reduced · −3K sh | |
| 30 | Applied Matls Inc COM | $7.3M | 10.1K | 0.5% | ▼−7.7% Reduced · −847 sh | |
| 31 | Western Digital Corp COM | $7.1M | 11.1K | 0.5% | ▼−11% Reduced · −1K sh | |
| 32 | Vanguard Index FDS REAL ESTATE ETF | $7.0M | 72.7K | 0.4% | ▲+11% Added · +7K sh | |
| 33 | Abbvie Inc COM | $6.4M | 25.3K | 0.4% | ▼−4.1% Reduced · −1K sh | |
| 34 | Ge Vernova Inc COM | $6.0M | 5.1K | 0.4% | ▼−9.9% Reduced · −562 sh | |
| 35 | Caterpillar Inc COM | $5.6M | 5.3K | 0.4% | ▼−1.0% Reduced · −52 sh | |
| 36 | Exxon Mobil Corp COM | $5.4M | 39.8K | 0.3% | ▼−6.3% Reduced · −3K sh | |
| 37 | Intel Corp COM | $5.4M | 38.9K | 0.3% | ▼−2.1% Reduced · −857 sh | |
| 38 | Sandisk Corp COM | $5.4M | 2.4K | 0.3% | ▼−0.7% Reduced · −17 sh | |
| 39 | Walmart Inc COM | $5.1M | 45.1K | 0.3% | ▼−5.5% Reduced · −3K sh | |
| 40 | Lam Research Corp COM NEW | $5.0M | 11.5K | 0.3% | ▲+0.6% Added · +71 sh | |
| 41 | Ge Aerospace COM NEW | $4.8M | 12.8K | 0.3% | ▼−11% Reduced · −2K sh | |
| 42 | Johnson & Johnson COM | $4.7M | 18.3K | 0.3% | ▼−6.4% Reduced · −1K sh | |
| 43 | Procter & Gamble Co COM | $4.6M | 31.4K | 0.3% | ▼−5.2% Reduced · −2K sh | |
| 44 | Ishares TR CORE S&P500 ETF | $4.6M | 6.1K | 0.3% | ▼−10% Reduced · −711 sh | |
| 45 | Cisco Sys Inc COM | $4.5M | 38.5K | 0.3% | ▲+3.3% Added · +1K sh | |
| 46 | Visa Inc COM CL A | $4.5M | 13.1K | 0.3% | ▼−13% Reduced · −2K sh | |
| 47 | Costco Wholesale Corporation COM | $4.4M | 4.7K | 0.3% | ▼−8.4% Reduced · −434 sh | |
| 48 | Schwab Strategic TR US LCAP VA ETF | $4.3M | 124.0K | 0.3% | ▼−2.8% Reduced · −4K sh | |
| 49 | Sellas Life Sciences Group I COM NEW | $4.3M | 288.0K | 0.3% | ▼−21% Reduced · −76K sh | |
| 50 | Quanta Svcs Inc COM | $3.7M | 5.1K | 0.2% | ▼−12% Reduced · −685 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1852858/holdings"
Use Arkolith to show Everhart Financial Group, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 481 | $1.6B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 9, 2026 | 464 | $1.2B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 7, 2026 | 417 | $1.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 390 | $997.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 7, 2025 | 340 | $865.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 328 | $731.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 30, 2025 | 309 | $485.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 4, 2024 | 316 | $451.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.