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Manager record

Everhart Financial Group, Inc.

Dublin, OH · CIK 1852858 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.62BReported 13F valueQ3 2026 · as filed
495Holdings listed
+3.8%vs prior quartervalue change includes market moves
6Quarters on record
Oct 08Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $865.4M$865.4MQ2 2025340 holdingsQ3 2025: $997.8M$997.8MQ3 2025390 holdingsQ4 2025: $1.1B$1.1BQ4 2025417 holdingsQ1 2026: $1.2B$1.2BQ1 2026464 holdingsQ2 2026: $1.6B$1.6BQ2 2026481 holdingsQ3 2026: $1.6B$1.6BQ3 2026495 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 08 2026 13F-HR · period Q3 2026

$1.62B · 495 holdings listed · View original SEC filing ↗
Jul 09 2026 13F-HR · period Q2 2026

$1.56B · 481 holdings listed · View original SEC filing ↗
Apr 09 2026 13F-HR · period Q1 2026

$1.17B · 464 holdings listed · View original SEC filing ↗
Jan 07 2026 13F-HR · period Q4 2025

$1.08B · 417 holdings listed · View original SEC filing ↗
Nov 04 2025 13F-HR · period Q3 2025

$997.85M · 390 holdings listed · View original SEC filing ↗
Aug 07 2025 13F-HR · period Q2 2025

$865.36M · 340 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 08, 2026 · Change methodology