Everhart Financial Group, Inc. has filed a Form 13F-HR report disclosing its equity securities holdings as of September 30, 2026. The filing lists 495 distinct institutional holdings, representing a broad portfolio of U.S. and international equities.
The portfolio includes major technology and consumer staples companies. Apple Inc. is the largest holding, with 16,412,700 shares. Other notable positions include Microsoft Corporation (15,532,850 shares), Amazon.com Inc. (19,135,605 shares), and Alphabet Inc. Class A (16,611,847 shares). Within the consumer sector, Costco Wholesale Corporation holds 3,852,175 shares, while Coca-Cola Co. holds 3,553,672 shares.
The filing also details significant positions in the financial and energy sectors. JPMorgan Chase & Co. is listed with 2,436,454 shares, while Berkshire Hathaway Inc. Class B holds 8,378,616 shares. In energy, ExxonMobil Holdings Corp. is disclosed with 6,740,617 shares, and Chevron Corporation holds 2,598,725 shares.
The report was signed by Steven Reinsel, the Chief Compliance Officer of Everhart Financial Group, Inc., and was filed on October 8, 2026.
