Everhart Financial Group, Inc.

13F filer · CIK 0001852858

Reported Jul 9, 2026

Net seller this quarter

13F portfolio value$1.56BU.S. long equity reported on 13F

Positions39245 new · 33 closed

Net flow last quarter-$664KBuys minus sells

Top 10 positions weight17.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 9, 2026392 positions
VOTVan Kampen Municipal Opportunity Trust II	$66.2M	4.23%	Not reported	+390.3%	Q4 2020
AAPLApple Inc.	$57M	3.65%	0.00%	+39.6%	Q4 2020
NVDANvidia Corp	$48.2M	3.08%	0.00%	-4.0%	Q4 2020
MSFTMicrosoft Corp	$21.6M	1.38%	0.00%	-7.4%	Q4 2020
AMZNAmazon Com Inc	$17.5M	1.12%	0.00%	-2.1%	Q4 2020
GOOGLAlphabet Inc.	$16.8M	1.07%	0.00%	-1.9%	Q2 2021
GOOGAlphabet Inc.	$14.7M	0.94%	Not reported	-1.3%	Q2 2021
AVGOBroadcom Inc.	$13.6M	0.87%	0.00%	-9.1%	Q4 2021
MUMicron Technology Inc	$12.9M	0.83%	0.00%	-6.4%	Q4 2023
METAMeta Platforms, Inc.	$10.8M	0.69%	Not reported	-1.6%	Q4 2020
AMDAdvanced Micro Devices Inc	$10.6M	0.68%	0.00%	+5.5%	Q4 2021
LLYELI LILLY & Co	$9.58M	0.61%	0.00%	-0.7%	Q4 2021
TSLATesla, Inc.	$9.31M	0.60%	0.00%	+4.2%	Q4 2020
JPMJPMorgan Chase & Co	$9.13M	0.58%	0.00%	+3.4%	Q4 2020
BRK.BBerkshire Hathaway Inc	$8.34M	0.53%	Not reported	-1.4%	Q2 2021
AMATApplied Materials Inc	$7.29M	0.47%	0.00%	-7.8%	Q1 2022
WDCWestern Digital Corp	$7.11M	0.45%	0.00%	-10.9%	Q4 2023
ABBVAbbVie Inc.	$6.37M	0.41%	0.00%	-4.1%	Q2 2021
GEVGE Vernova Inc.	$5.99M	0.38%	0.00%	-9.9%	Q2 2024
CATCaterpillar Inc	$5.6M	0.36%	0.00%	-1.0%	Q2 2022
XOMExxonMobil Holdings Corp	$5.45M	0.35%	0.00%	-6.4%	Q4 2020
INTCIntel Corp	$5.43M	0.35%	0.00%	-2.2%	Q3 2022
SNDKSandisk Corp	$5.4M	0.35%	0.00%	-0.7%	Q3 2025
WMTWalmart Inc.	$5.11M	0.33%	0.00%	-5.5%	Q4 2020
LRCXLam Research Corp	$5M	0.32%	0.00%	+0.6%	Q2 2022
GEGeneral Electric Co	$4.77M	0.31%	0.00%	-10.9%	Q1 2022
JNJJohnson & Johnson	$4.66M	0.30%	0.00%	-6.4%	Q4 2020
PGPROCTER & GAMBLE Co	$4.6M	0.29%	0.00%	-5.2%	Q4 2020
CSCOCisco Systems, Inc.	$4.52M	0.29%	0.00%	+3.3%	Q2 2021
VVisa Inc.	$4.51M	0.29%	0.00%	-13.1%	Q2 2021
COSTCostco Wholesale Corp	$4.39M	0.28%	0.00%	-8.5%	Q3 2021
SLSSELLAS Life Sciences Group, Inc.	$4.25M	0.27%	0.14%	-21.0%	Q3 2025
PWRQuanta Services, Inc.	$3.68M	0.24%	0.00%	-11.8%	Q2 2022
GSGoldman Sachs Group Inc	$3.61M	0.23%	0.00%	-4.4%	Q2 2022
MAMastercard Inc	$3.08M	0.20%	0.00%	-12.9%	Q3 2021
KOCoca Cola Co	$3.07M	0.20%	0.00%	+2.9%	Q4 2021
MRVLMarvell Technology, Inc.	$3M	0.19%	0.00%	+1.0%	Q4 2024
PANWPalo Alto Networks Inc	$2.92M	0.19%	0.00%	-8.6%	Q3 2022
VRTVertiv Holdings Co	$2.87M	0.18%	0.00%	-18.5%	Q2 2025
PMPhilip Morris International Inc.	$2.8M	0.18%	0.00%	+4.7%	Q1 2022
UNHUnitedhealth Group Inc	$2.8M	0.18%	0.00%	+25.9%	Q2 2021
PLTRPalantir Technologies Inc.	$2.73M	0.17%	0.00%	-17.5%	Q3 2022
NFLXNetflix Inc	$2.6M	0.17%	0.00%	-18.8%	Q3 2021
RTXRTX Corp	$2.53M	0.16%	0.00%	-4.9%	Q2 2022
BACBank of America Corp	$2.51M	0.16%	0.00%	+0.2%	Q4 2020
MRKMerck & Co., Inc.	$2.5M	0.16%	0.00%	-2.5%	Q1 2022
CRWDCrowdStrike Holdings, Inc.	$2.43M	0.16%	0.00%	-9.8%	Q4 2020
MSMorgan Stanley	$2.4M	0.15%	0.00%	-6.8%	Q2 2022
ADIAnalog Devices Inc	$2.3M	0.15%	0.00%	+1.9%	Q2 2022
WELLWelltower Inc.	$2.3M	0.15%	0.00%	-2.5%	Q1 2023

Q1 2026Reported Apr 9, 2026379 positions
NVDANvidia Corp	$43.7M	3.73%	0.00%	+9.8%	Q4 2020
AAPLApple Inc.	$35.8M	3.05%	0.00%	+13.8%	Q4 2020
MSFTMicrosoft Corp	$23.1M	1.97%	0.00%	+8.6%	Q4 2020
AMZNAmazon Com Inc	$15.6M	1.33%	0.00%	+9.6%	Q4 2020
GOOGLAlphabet Inc.	$13.8M	1.17%	0.00%	+13.3%	Q2 2021
AVGOBroadcom Inc.	$12.2M	1.04%	0.00%	+18.1%	Q4 2021
GOOGAlphabet Inc.	$12.1M	1.03%	Not reported	+11.6%	Q2 2021
VOTVan Kampen Municipal Opportunity Trust II	$11.3M	0.97%	Not reported	+65.6%	Q4 2020
METAMeta Platforms, Inc.	$11.1M	0.95%	Not reported	+2.7%	Q4 2020
BRK.BBerkshire Hathaway Inc	$8.1M	0.69%	Not reported	+10.3%	Q2 2021
JPMJPMorgan Chase & Co	$7.93M	0.68%	0.00%	+18.1%	Q4 2020
TSLATesla, Inc.	$7.9M	0.67%	0.00%	+7.5%	Q4 2020
LLYELI LILLY & Co	$7.4M	0.63%	0.00%	+6.3%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$7.28M	0.62%	Not reported	+409.7%	Q4 2020
XOMExxonMobil Holdings Corp	$7.22M	0.61%	0.00%	+15.2%	Q4 2020
WMTWalmart Inc.	$5.93M	0.51%	0.00%	+13.4%	Q4 2020
ABBVAbbVie Inc.	$5.74M	0.49%	0.00%	+27.9%	Q2 2021
COSTCostco Wholesale Corp	$5.11M	0.44%	0.00%	+0.9%	Q3 2021
GEVGE Vernova Inc.	$4.94M	0.42%	0.00%	+6.7%	Q2 2024
JNJJohnson & Johnson	$4.79M	0.41%	0.00%	+30.7%	Q4 2020
PGPROCTER & GAMBLE Co	$4.78M	0.41%	0.00%	+34.2%	Q4 2020
VVisa Inc.	$4.57M	0.39%	0.00%	+13.9%	Q2 2021
NFLXNetflix Inc	$4.32M	0.37%	0.00%	+14.5%	Q3 2021
PLTRPalantir Technologies Inc.	$4.14M	0.35%	0.00%	+11.4%	Q3 2022
GEGeneral Electric Co	$4.07M	0.35%	0.00%	+14.1%	Q1 2022
MUMicron Technology Inc	$4.04M	0.34%	0.00%	+24.2%	Q4 2023
CATCaterpillar Inc	$3.76M	0.32%	0.00%	+16.6%	Q2 2022
AMATApplied Materials Inc	$3.74M	0.32%	0.00%	+12.5%	Q1 2022
AMDAdvanced Micro Devices Inc	$3.51M	0.30%	0.00%	+12.3%	Q4 2021
MAMastercard Inc	$3.44M	0.29%	0.00%	+15.1%	Q3 2021
WDCWestern Digital Corp	$3.38M	0.29%	0.00%	-0.6%	Q4 2023
PWRQuanta Services, Inc.	$3.18M	0.27%	0.00%	+5.4%	Q2 2022
GSGoldman Sachs Group Inc	$3.16M	0.27%	0.00%	+25.5%	Q2 2022
CSCOCisco Systems, Inc.	$2.89M	0.25%	0.00%	+4.0%	Q2 2021
KOCoca Cola Co	$2.8M	0.24%	0.00%	+17.6%	Q4 2021
CVXChevron Corp	$2.74M	0.23%	0.00%	+14.8%	Q1 2022
RTXRTX Corp	$2.71M	0.23%	0.00%	+12.3%	Q2 2022
TJXTJX Companies Inc	$2.64M	0.23%	0.00%	+19.5%	Q2 2022
VRTVertiv Holdings Co	$2.64M	0.22%	0.00%	+27.3%	Q2 2025
LRCXLam Research Corp	$2.45M	0.21%	0.00%	+3.9%	Q2 2022
PMPhilip Morris International Inc.	$2.45M	0.21%	0.00%	+4.9%	Q1 2022
MRKMerck & Co., Inc.	$2.4M	0.20%	0.00%	+31.8%	Q1 2022
ORCLOracle Corp	$2.26M	0.19%	0.00%	+21.0%	Q2 2021
MCDMcdonalds Corp	$2.16M	0.18%	0.00%	+3.7%	Q2 2021
BACBank of America Corp	$2.14M	0.18%	0.00%	+6.5%	Q4 2020
PEPPepsico Inc	$2.11M	0.18%	0.00%	+11.3%	Q4 2020
BSVNBank7 Corp.	$2.09M	0.18%	0.28%	-1.4%	Q3 2022
RCLRoyal Caribbean Cruises Ltd	$2.07M	0.18%	0.00%	+3.3%	Q4 2022
WELLWelltower Inc.	$2.06M	0.18%	0.00%	+16.3%	Q1 2023
TAt&T Inc.	$2.04M	0.17%	0.00%	+27.3%	Q4 2020

Q4 2025Reported Jan 7, 2026338 positions
NVDANvidia Corp	$42.6M	3.95%	0.00%	+4.7%	Q4 2020
AAPLApple Inc.	$33.7M	3.12%	0.00%	+7.9%	Q4 2020
MSFTMicrosoft Corp	$27.8M	2.58%	0.00%	+2.5%	Q4 2020
AMZNAmazon Com Inc	$15.8M	1.47%	0.00%	+12.1%	Q4 2020
GOOGLAlphabet Inc.	$13.2M	1.22%	0.00%	+15.1%	Q2 2021
METAMeta Platforms, Inc.	$12.5M	1.16%	Not reported	+1.1%	Q4 2020
GOOGAlphabet Inc.	$11.9M	1.10%	Not reported	+7.4%	Q2 2021
AVGOBroadcom Inc.	$11.6M	1.07%	0.00%	+7.8%	Q4 2021
TSLATesla, Inc.	$8.89M	0.82%	0.00%	+2.8%	Q4 2020
LLYELI LILLY & Co	$8.14M	0.75%	0.00%	+17.6%	Q4 2021
BRK.BBerkshire Hathaway Inc	$7.7M	0.71%	Not reported	+3.4%	Q2 2021
VOTVan Kampen Municipal Opportunity Trust II	$7.43M	0.69%	Not reported	+10.0%	Q4 2020
JPMJPMorgan Chase & Co	$7.36M	0.68%	0.00%	-20.4%	Q4 2020
ABBVAbbVie Inc.	$4.72M	0.44%	0.00%	+3.2%	Q2 2021
WMTWalmart Inc.	$4.69M	0.43%	0.00%	+10.8%	Q4 2020
VVisa Inc.	$4.66M	0.43%	0.00%	+10.2%	Q2 2021
PLTRPalantir Technologies Inc.	$4.52M	0.42%	0.00%	+1.1%	Q3 2022
XOMExxonMobil Holdings Corp	$4.44M	0.41%	0.00%	+0.5%	Q4 2020
COSTCostco Wholesale Corp	$4.39M	0.41%	0.00%	+9.6%	Q3 2021
GEGeneral Electric Co	$3.87M	0.36%	0.00%	+1.1%	Q1 2022
NFLXNetflix Inc	$3.68M	0.34%	0.00%	+3.6%	Q3 2021
PGPROCTER & GAMBLE Co	$3.53M	0.33%	0.00%	-21.1%	Q4 2020
GEVGE Vernova Inc.	$3.47M	0.32%	0.00%	+6.9%	Q2 2024
MAMastercard Inc	$3.41M	0.32%	0.00%	0.0%	Q3 2021
AMDAdvanced Micro Devices Inc	$3.29M	0.30%	0.00%	+4.8%	Q4 2021
JNJJohnson & Johnson	$3.1M	0.29%	0.00%	+10.0%	Q4 2020
INTUIntuit Inc.	$2.82M	0.26%	0.00%	+26.1%	Q2 2022
CSCOCisco Systems, Inc.	$2.76M	0.26%	0.00%	+23.2%	Q2 2021
MUMicron Technology Inc	$2.75M	0.25%	0.00%	+26.1%	Q4 2023
GSGoldman Sachs Group Inc	$2.61M	0.24%	0.00%	+4.7%	Q2 2022
CATCaterpillar Inc	$2.61M	0.24%	0.00%	+14.3%	Q2 2022
AMATApplied Materials Inc	$2.5M	0.23%	0.00%	+17.7%	Q1 2022
ORCLOracle Corp	$2.47M	0.23%	0.00%	-5.9%	Q2 2021
AXPAmerican Express Co	$2.42M	0.22%	0.00%	+32.5%	Q1 2022
SPOTSpotify Technology S.A.	$2.42M	0.22%	0.00%	+7.6%	Q1 2023
HDHome Depot, Inc.	$2.37M	0.22%	0.00%	+6.0%	Q2 2021
ISRGIntuitive Surgical Inc	$2.35M	0.22%	0.00%	+36.0%	Q2 2022
BKNGBooking Holdings Inc.	$2.34M	0.22%	0.00%	+12.9%	Q4 2022
IBMInternational Business Machines Corp	$2.33M	0.22%	0.00%	+9.6%	Q1 2022
PWRQuanta Services, Inc.	$2.32M	0.22%	0.00%	+10.0%	Q2 2022
WFCWells Fargo & Company	$2.32M	0.21%	0.00%	+12.8%	Q1 2022
RTXRTX Corp	$2.29M	0.21%	0.00%	+5.7%	Q2 2022
BACBank of America Corp	$2.27M	0.21%	0.00%	+9.4%	Q4 2020
PMPhilip Morris International Inc.	$2.26M	0.21%	0.00%	+1.5%	Q1 2022
KOCoca Cola Co	$2.19M	0.20%	0.00%	+23.9%	Q4 2021
WDCWestern Digital Corp	$2.17M	0.20%	0.00%	+35.3%	Q4 2023
TJXTJX Companies Inc	$2.13M	0.20%	0.00%	+5.5%	Q2 2022
BSVNBank7 Corp.	$2.13M	0.20%	0.29%	-5.8%	Q3 2022
MCDMcdonalds Corp	$2.05M	0.19%	0.00%	+18.1%	Q2 2021
RCLRoyal Caribbean Cruises Ltd	$2.03M	0.19%	0.00%	-1.2%	Q4 2022

Q3 2025Reported Nov 4, 2025316 positions
NVDANvidia Corp	$40.7M	4.08%	0.00%	+4.5%	Q4 2020
AAPLApple Inc.	$29.3M	2.93%	0.00%	+0.4%	Q4 2020
MSFTMicrosoft Corp	$29.1M	2.91%	0.00%	+5.1%	Q4 2020
METAMeta Platforms, Inc.	$13.8M	1.38%	Not reported	+5.1%	Q4 2020
AMZNAmazon Com Inc	$13.4M	1.34%	0.00%	+6.2%	Q4 2020
AVGOBroadcom Inc.	$10.2M	1.03%	0.00%	+5.6%	Q4 2021
JPMJPMorgan Chase & Co	$9.05M	0.91%	0.00%	+4.3%	Q4 2020
GOOGLAlphabet Inc.	$8.92M	0.89%	0.00%	+7.4%	Q2 2021
GOOGAlphabet Inc.	$8.56M	0.86%	Not reported	+10.2%	Q2 2021
TSLATesla, Inc.	$8.55M	0.86%	0.00%	+9.3%	Q4 2020
BRK.BBerkshire Hathaway Inc	$7.45M	0.75%	Not reported	+1.6%	Q2 2021
VOTVan Kampen Municipal Opportunity Trust II	$7.11M	0.71%	Not reported	+6.8%	Q4 2020
LLYELI LILLY & Co	$4.92M	0.49%	0.00%	-1.1%	Q4 2021
PGPROCTER & GAMBLE Co	$4.8M	0.48%	0.00%	-4.8%	Q4 2020
ABBVAbbVie Inc.	$4.63M	0.46%	0.00%	+5.0%	Q2 2021
PLTRPalantir Technologies Inc.	$4.59M	0.46%	0.00%	+3.6%	Q3 2022
NFLXNetflix Inc	$4.54M	0.46%	0.00%	+1.7%	Q3 2021
COSTCostco Wholesale Corp	$4.3M	0.43%	0.00%	-1.8%	Q3 2021
XOMExxonMobil Holdings Corp	$4.15M	0.42%	0.00%	+8.3%	Q4 2020
VVisa Inc.	$4.11M	0.41%	0.00%	-1.2%	Q2 2021
WMTWalmart Inc.	$3.92M	0.39%	0.00%	+4.8%	Q4 2020
ORCLOracle Corp	$3.79M	0.38%	0.00%	+7.5%	Q2 2021
GEGeneral Electric Co	$3.74M	0.37%	0.00%	+3.7%	Q1 2022
MAMastercard Inc	$3.4M	0.34%	0.00%	+3.8%	Q3 2021
GEVGE Vernova Inc.	$3.05M	0.31%	0.00%	+4.4%	Q2 2024
SPOTSpotify Technology S.A.	$2.7M	0.27%	0.00%	+0.6%	Q1 2023
HDHome Depot, Inc.	$2.63M	0.26%	0.00%	+4.7%	Q2 2021
JNJJohnson & Johnson	$2.53M	0.25%	0.00%	+9.9%	Q4 2020
RCLRoyal Caribbean Cruises Ltd	$2.38M	0.24%	0.00%	+10.6%	Q4 2022
AMDAdvanced Micro Devices Inc	$2.37M	0.24%	0.00%	+4.4%	Q4 2021
INTUIntuit Inc.	$2.31M	0.23%	0.00%	0.0%	Q2 2022
GSGoldman Sachs Group Inc	$2.26M	0.23%	0.00%	+7.2%	Q2 2022
BSVNBank7 Corp.	$2.26M	0.23%	0.30%	-7.0%	Q3 2022
PMPhilip Morris International Inc.	$2.25M	0.23%	0.00%	+3.1%	Q1 2022
BKNGBooking Holdings Inc.	$2.09M	0.21%	0.00%	+3.5%	Q4 2022
PWRQuanta Services, Inc.	$2.07M	0.21%	0.00%	+8.7%	Q2 2022
IBMInternational Business Machines Corp	$2.03M	0.20%	0.00%	-0.1%	Q1 2022
CSCOCisco Systems, Inc.	$1.99M	0.20%	0.00%	+5.9%	Q2 2021
CDNSCadence Design Systems Inc	$1.99M	0.20%	0.00%	+1.9%	Q2 2022
RTXRTX Corp	$1.98M	0.20%	0.00%	+7.3%	Q2 2022
BACBank of America Corp	$1.95M	0.19%	0.00%	+9.8%	Q4 2020
CATCaterpillar Inc	$1.9M	0.19%	0.00%	+18.5%	Q2 2022
TJXTJX Companies Inc	$1.9M	0.19%	0.00%	+2.9%	Q2 2022
WFCWells Fargo & Company	$1.85M	0.19%	0.00%	+4.8%	Q1 2022
ABTAbbott Laboratories	$1.84M	0.18%	0.00%	+1.5%	Q3 2021
CVXChevron Corp	$1.82M	0.18%	0.00%	+11.4%	Q1 2022
DASHDoorDash, Inc.	$1.81M	0.18%	Not reported	+15.8%	Q4 2023
TAt&T Inc.	$1.77M	0.18%	0.00%	+5.8%	Q4 2020
NOWServiceNow, Inc.	$1.75M	0.18%	0.00%	+1.8%	Q2 2022
MCDMcdonalds Corp	$1.73M	0.17%	0.00%	-7.7%	Q2 2021

Premium opens every quarter this fund has filed