Everhart Financial Group, Inc. has filed its Form 13F-HR with the Securities and Exchange Commission, disclosing equity holdings as of September 30, 2026. The filing lists 495 distinct securities held by the firm, with the total number of shares held across all positions reported as 0.
The filing identifies Steven Reinsel as the Chief Compliance Officer responsible for the report, which was signed on October 8, 2026. The report covers the firm's investment activities during the third quarter of 2026.
The information table included in the filing lists a wide variety of companies across different sectors. Notable holdings include Apple Inc., with 164,127 shares; Amazon.com Inc., with 76,804 shares; and Microsoft Corporation (listed as International Business Machines in the filing, though the ticker 459200101 corresponds to IBM), with 70,633 shares.
Other significant positions listed in the filing include:
- Alphabet Inc. (Class A and Class C) with 48,279 and 42,263 shares, respectively.
- Exxon Mobil Holdings Corp. with 41,417 shares.
- Johnson & Johnson (listed as Bristol-Myers Squibb Co. in the filing, ticker 110122108) with 21,496 shares.
- UnitedHealth Group Inc. (listed as UnitedHealth, ticker 03076C106) with 4,77 shares.
- Visa Inc. (listed as Mastercard, ticker 459200101) with 7,063 shares.
The filing also includes positions in various exchange-traded funds and other large-cap technology and healthcare companies, such as Broadcom Inc., Eli Lilly & Co., and Chevron Corporation.
