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Everhart Financial Group, Inc. — 13F Holdings & Portfolio

CIK 1852858 · latest 13F-HR filed 2026-10-08

Backtest portfolio

Everhart Financial Group, Inc. manages $1.62B in 13F-reported U.S. long-equity assets across 495 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are VUG (12.47%), VTV (12.29%), VOT (4.22%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 42 new positions and exited 28; 156 existing positions rose in reported value and 165 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$1.62B

Long-equity book

Holdings
495

Distinct positions

Period
2026-09-30

Filed 2026-10-08

Q/Q Activity
+42 / −28 / ↑156 / ↓165

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
VUG12.5% · +8%VTV12.3% · +3%VOT4.2% · +8%VOE4.1% · +7%VBR3.9% · +8%VTI3.9% · -4%SLYG3.7% · +5%DFAI3.6% · +16%NVDA3.5% · +4%AAPL3.4% · -17%MSFT2.0% · +8%DFAE1.8% · +15%BIV1.7% · -4%AMZN1.2% · +4%GOOGL1.0% · +3%META0.9% · +5%GOOG0.9% · +2%AVGO0.8% · +1%MU0.8% · +3%SCHG0.7% · -2%VWO0.7% · -4%AMD0.7% · +5%SCHB0.7% · -0%VOO0.7% · +16%LLY0.6% · +4%JPM0.6% · +2%BRK.B0.5% · +1%TSLA0.5% · -2%VBK0.4% · -6%ABBV0.4% · +2%XOM0.4% · +4%VNQ0.3% · -17%AMAT0.3% · -0%PLTR0.3% · +18%WDC0.3% · -0%JNJ0.3% · +3%V0.3% · +5%INTC0.3% · +3%GEV0.3% · -1%IVV0.3% · -0%PG0.3% · -3%CAT0.3% · +2%WMT0.3% · -10%CSCO0.3% · +1%SNDK0.2% · -2%SCHV0.2% · -5%GE0.2% · -2%COST0.2% · -10%LRCX0.2% · +1%CRWD0.2% · +324%KO0.2% · +9%MA0.2% · +6%PANW0.2% · +2%PWR0.2% · +2%SCHM0.2% · -1%GS0.2% · +2%PM0.2% · +2%SCHD0.2% · +1%SLS0.2% · -17%MRK0.2% · +4%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 55.1%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Sep 24, 2026.

Assets Under Management
$2.46B
Discretionary
$2.43B
Employees
59
Accounts
6,105
Address
5200 RINGS ROAD
DUBLIN, OH 43017
Phone
(614) 717-9705
Website
This firm reports 2 disclosure items on its registration.
Name Title / Status Ownership Type
EVERHART, RICHARD, SCOTT ControlOWNER AND PRESIDENT
since Jul 1995
50–75%Individual
REINSEL, STEVEN ControlOWNER, CHIEF COMPLIANCE OFFICER, MANAGING PARTNER
since May 2016
5–10%Individual
ROMEO, MATTHEW, JAMES ControlOWNER
since May 2007
10–25%Individual
CIOTOLA, FRANKOWNER
since Jan 2013
5–10%Individual
HANNA, BRIAN, JOWNER
since Sep 2012
5–10%Individual
Ownership & leadership changes · 8 filings with changes since Feb 13, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 29, 2024 filing
  • ChangedREINSEL, STEVEN · title OWNER, CHIEF COMPLIANCE OFFICER → OWNER, CHIEF COMPLIANCE OFFICER, MANAGING PARTNER
Mar 30, 2020 filing
  • ChangedROMEO, MATTHEW, JAMES · title OWNER AND CHIEF OPPERATIONS OFFICER → OWNER
Mar 28, 2018 filing
  • ChangedREINSEL, STEVEN · title CHIEF COMPLIANCE OFFICER → OWNER, CHIEF COMPLIANCE OFFICER
Sep 25, 2017 filing
  • ChangedREINSEL, STEVEN · ownership Less than 5% → 5–10%; now a control person
May 23, 2016 filing
  • AddedREINSEL, STEVEN · CHIEF COMPLIANCE OFFICER · Less than 5%
  • ChangedROMEO, MATTHEW, JAMES · title OWNER AND CHIEF COMPLIANCE OFFICER → OWNER AND CHIEF OPPERATIONS OFFICER
Mar 31, 2015 filing
  • ChangedEVERHART, RICHARD, SCOTT · title OWNER/CHIEF COMPLIANCE OFFICER → OWNER AND PRESIDENT
  • ChangedHANNA, BRIAN, J · title PARTNER → OWNER
  • ChangedROMEO, MATTHEW, JAMES · title PARTNER → OWNER AND CHIEF COMPLIANCE OFFICER
Jun 25, 2013 filing
  • No longer listedEVERHART, RICHARD, SCOTT · OWNER · 50–75% · indirect via EFG, INC. · control person · listed since Jul 1995
  • AddedCIOTOLA, FRANK · OWNER · 5–10%
  • ChangedROMEO, MATTHEW, JAMES · title OWNER → PARTNER; now a control person
Apr 1, 2013 filing
  • AddedHANNA, BRIAN, J · PARTNER · 5–10%
Feb 13, 2012 filing (earliest on record)
  • ListedEVERHART, RICHARD, SCOTT · OWNER/CHIEF COMPLIANCE OFFICER · 50–75% · control person
  • ListedEVERHART, RICHARD, SCOTT · OWNER · 50–75% · indirect via EFG, INC. · control person
  • ListedROMEO, MATTHEW, JAMES · OWNER · 10–25%

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 156 →

Top Trims

Show all 165 →

New Positions

Show all 42 →

Exited Positions

Show all 28 →

Everhart Financial Group, Inc. Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VUG 922908736 $202.3M 12.47% 2,245,503 SH
2 VANGUARD INDEX FDS VTV 922908744 $199.4M 12.29% 922,916 SH
3 VANGUARD INDEX FDS VOT 922908538 $68.4M 4.22% 234,303 SH
4 VANGUARD INDEX FDS VOE 922908512 $66.9M 4.12% 342,034 SH
5 VANGUARD INDEX FDS VBR 922908611 $63.6M 3.92% 275,370 SH
6 VANGUARD INDEX FDS VTI 922908769 $62.8M 3.87% 167,850 SH
7 SPDR SERIES TRUST SLYG 78464A201 $60.8M 3.74% 567,965 SH
8 DIMENSIONAL ETF TRUST DFAI 25434V203 $58.2M 3.58% 1,404,497 SH
9 NVIDIA CORPORATION NVDA 67066G104 $57.1M 3.52% 250,133 SH
10 APPLE INC AAPL 037833100 $54.7M 3.37% 164,127 SH
11 MICROSOFT CORP MSFT 594918104 $32.1M 1.98% 62,525 SH
12 DIMENSIONAL ETF TRUST DFAE 25434V302 $29.8M 1.83% 757,265 SH
13 VANGUARD BD INDEX FDS BIV 921937819 $26.8M 1.65% 368,484 SH
14 AMAZON COM INC AMZN 023135106 $19.1M 1.18% 76,804 SH
15 ALPHABET INC GOOGL 02079K305 $16.6M 1.02% 48,279 SH
16 META PLATFORMS INC META 30303M102 $14.6M 0.90% 20,178 SH
17 ALPHABET INC GOOG 02079K107 $14.4M 0.89% 42,263 SH
18 BROADCOM INC AVGO 11135F101 $12.7M 0.78% 36,185 SH
19 MICRON TECHNOLOGY INC MU 595112103 $12.3M 0.76% 11,506 SH
20 SCHWAB STRATEGIC TR SCHG 808524300 $12.1M 0.75% 337,943 SH
21 VANGUARD INTL EQUITY INDEX F VWO 922042858 $11.9M 0.74% 201,314 SH
22 ADVANCED MICRO DEVICES INC AMD 007903107 $11.7M 0.72% 19,130 SH
23 SCHWAB STRATEGIC TR SCHB 808524102 $11.7M 0.72% 398,459 SH
24 VANGUARD INDEX FDS VOO 922908363 $10.6M 0.65% 15,158 SH
25 ELI LILLY & CO LLY 532457108 $9.6M 0.59% 8,273 SH
26 JPMORGAN CHASE & CO JPM 46625H100 $9.4M 0.58% 28,544 SH
27 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $8.4M 0.52% 16,826 SH
28 TESLA INC TSLA 88160R101 $7.7M 0.48% 21,765 SH
29 VANGUARD INDEX FDS VBK 922908595 $7.0M 0.43% 20,780 SH
30 ABBVIE INC ABBV 00287Y109 $6.7M 0.42% 25,782 SH
31 EXXONMOBIL HOLDINGS CORP XOM 30233Q108 $6.7M 0.42% 41,417 SH
32 VANGUARD INDEX FDS VNQ 922908553 $5.4M 0.33% 60,226 SH
33 APPLIED MATLS INC AMAT 038222105 $5.1M 0.32% 10,069 SH
34 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $5.1M 0.32% 27,466 SH
35 WESTERN DIGITAL CORP WDC 958102105 $5.0M 0.31% 11,089 SH
36 JOHNSON & JOHNSON JNJ 478160104 $5.0M 0.31% 18,959 SH
37 VISA INC V 92826C839 $5.0M 0.31% 13,842 SH
38 INTEL CORP INTC 458140100 $4.8M 0.30% 40,106 SH
39 GE VERNOVA INC GEV 36828A101 $4.8M 0.30% 5,055 SH
40 ISHARES TR IVV 464287200 $4.7M 0.29% 6,088 SH
41 PROCTER & GAMBLE CO PG 742718109 $4.4M 0.27% 30,585 SH
42 CATERPILLAR INC CAT 149123101 $4.4M 0.27% 5,383 SH
43 WALMART INC WMT 931142103 $4.2M 0.26% 40,776 SH
44 CISCO SYS INC CSCO 17275R102 $4.2M 0.26% 38,735 SH
45 SANDISK CORP SNDK 80004C200 $4.0M 0.25% 2,317 SH
46 SCHWAB STRATEGIC TR SCHV 808524409 $3.9M 0.24% 118,084 SH
47 GE AEROSPACE GE 369604301 $3.9M 0.24% 12,505 SH
48 COSTCO WHOLESALE CORPORATION COST 22160K105 $3.9M 0.24% 4,232 SH
49 LAM RESEARCH CORP LRCX 512807306 $3.8M 0.24% 11,633 SH
50 CROWDSTRIKE HLDGS INC CRWD 22788C105 $3.6M 0.22% 13,515 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-08 $1.62B 495 0002085853-26-001122
2026-06-30 2026-07-09 $1.56B 481 0002085853-26-000657
2026-03-31 2026-04-09 $1.17B 464 0002085853-26-000316
2025-12-31 2026-01-07 $1.08B 417 0002085853-26-000007
Filer Information
Address
5200 RINGS ROAD
DUBLIN, OH 43017
Phone
(614) 717-9705
Filing Manager
Everhart Financial Group, Inc.
DUBLIN, OH
Signatory
Steven Reinsel
CCO