Everhart Financial Group, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission disclosing its equity holdings as of September 30, 2026. The filing reports that the firm holds positions in 495 distinct common stocks and exchange-traded funds. The report was signed by Steven Reinsel, the Chief Compliance Officer, and lists the company's address as 5200 RINGS ROAD in Dublin, Ohio.
The filing provides a detailed list of the securities held, including the name of the issuer, the CUSIP number, the total number of shares, and the voting rights associated with each position. The holdings include a mix of large-cap technology companies, industrial manufacturers, pharmaceutical firms, and various exchange-traded funds.
Among the largest positions listed in the filing are Apple Inc., with 16,412,747 shares, and Amazon.com Inc., with 7,680,400 shares. Other significant holdings include Microsoft Corporation, with 11,702,969 shares, and NVIDIA Corporation, with 19,130 shares. The portfolio also includes substantial stakes in energy and financial sectors, such as Exxon Mobil Holdings Corp. with 41,417 shares and Berkshire Hathaway Inc. Class B with 16,826 shares.
The filing indicates that the firm holds the majority of these positions with sole voting rights and sole dispositive power, meaning the firm has full control over the shares. The report serves as a public record of the firm's equity portfolio composition at the end of the third quarter of 2026.
