Everhart Financial Group, Inc.
SEC Form 13F institutional filer · CIK 0001852858
13F-HR · 295 reported holdings · 2026-03-31
Reported long-US-equity value
$0.63B
Top-10 concentration
41.8%
Everhart Financial Group, Inc. — $634M AUM allocation strategy
Everhart Financial Group, Inc. files SEC Form 13F and reports $634M of long US equity value across 295 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 18.1%, followed by Financials 8.8% and Communication Services 5.8%.
The top 10 holdings account for 42% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Everhart Financial Group, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$634M
total across 295 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
42% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$NVDA +22.4K sh · +$1.15M+$AAPL +17.1K sh · +$2.11M+$IWM +17.1K sh · +$3.6M
Biggest trims (shares)
−$SCHW −8.13K sh · −$1.3M−$WMB −8.08K sh · −$195K−$NDAQ −4.56K sh · −$563K
Exited to nil (held last quarter, gone now)
$ROP ($424K last qtr)$WTW ($348K last qtr)$XLE ($340K last qtr)$WDAY ($339K last qtr)$NDSN ($321K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors8.8%—
- Investment Banking & Brokerage6.3%—
- Interactive Media & Services5.8%—
- Technology Hardware, Storage & Peripherals5.7%—
- Systems Software3.6%—
- Broadline Retail2.5%—
- Multi-Sector Holdings1.3%—
- Diversified Banks1.2%—
- Other holdings64.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 251K | $43.7M | +22.4K | 6.9% |
| $SCHW | Charles Schwab Corporation | 1.38M | $39.9M | -8.13K | 6.3% |
| $AAPL | Apple Inc | 141K | $35.8M | +17.1K | 5.7% |
| $MSFT | Microsoft Corporation | 62.5K | $23.1M | +4.96K | 3.6% |
| $AMZN | Amazon.com Inc | 75.1K | $15.6M | +6.54K | 2.5% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 47.9K | $13.8M | +5.63K | 2.2% |
| $AVGO | Broadcom Inc | 39.5K | $12.2M | +6.04K | 1.9% |
| $GOOGL | Alphabet Inc | 42.2K | $12.1M | +4.38K | 1.9% |
| $META | Meta Platforms Inc | 19.5K | $11.1M | +510 | 1.8% |
…and 286 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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