Everhart Financial Group, Inc.
All 13F Filings
- Location
- Dublin, OH
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,079,601
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/7/2026 | 417 | 1,079,601 | 13F-HR | Everhart Financial Group, Inc. |
| Q3 2025 | 11/4/2025 | 390 | 997,846 | 13F-HR | Everhart Financial Group, Inc. |
| Q2 2025 | 8/7/2025 | 340 | 865,359 | 13F-HR | Everhart Financial Group, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 688.6 K | 63.8% | 57.62 K | 0 | 57.62 K |
| ETFs | 388.8 K | 36.0% | 24.25 K | 0 | 24.25 K |
| Debt | 2.127 K | 0.2% | 0 | 134 | -134 |
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Fund Snapshot
Q4 2025
Latest filed
1/7/2026
Total value ($000)
1,079,601
Holdings
417
QoQ value change ($000)
81,755
(8.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.