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Livermore
Livermore
ZHEN

Everhart Financial Group, Inc.

SEC CIK
0001852858
Latest filing
Jul 8, 2026

The latest 13F from Everhart Financial Group, Inc. covers Q2 2026 (filed Jul 8, 2026): 481 long positions worth $1.56B. The top 10 holdings make up 54.3% of the portfolio, and the largest is Vanguard Morningstar Value ETF at 12.5%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
53
Est. +$14.1M
Added
153
Est. +$269.3M
Reduced
254
Est. −$53.2M
Sold out
36
Est. −$16.9M

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard Morningstar Value ETF922908744
    12.5%$195.3M
  2. Vanguard Morningstar Growth ETF922908736
    11.4%$178.3M
  3. Vanguard Morningstar Mid-Cap Growth ETF922908538
    4.2%$66.2M
  4. Vanguard Morningstar Total Stock Market ETF922908769
    4.1%$64.7M
  5. SPDR Series Trust78464A201
    4.1%$64.2M

Biggest buys

New and added positions, by estimated amount bought

  1. SPDR Series Trust78464A201
    +$58.8MAdded
  2. Vanguard Morningstar Mid-Cap Growth ETF922908538
    +$52.7MAdded
  3. Vanguard Morningstar Mid-Cap Value ETF922908512
    +$50.7MAdded
  4. Vanguard Morningstar Small-Cap Value ETF922908611
    +$48.4MAdded
  5. AAPLApple Inc.
    +$16.2MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. SPDR Series Trust78464A201
    +3.74 pp0.4% → 4.1%
  2. Vanguard Morningstar Mid-Cap Growth ETF922908538
    +3.27 pp1.0% → 4.2%
  3. Vanguard Morningstar Mid-Cap Value ETF922908512
    +3.05 pp1.0% → 4.0%
  4. Vanguard Morningstar Small-Cap Value ETF922908611
    +2.93 pp1.0% → 4.0%
  5. AAPLApple Inc.
    +0.60 pp3.1% → 3.6%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. SPYSPDR S&P 500 ETF Trust
    −$6.48MReducedHistory
  2. iShares Russell 1000 Value ETF464287598
    −$3.55MSold out
  3. Vanguard Dividend Appreciation ETF921908844
    −$3.05MReduced
  4. iShares Select Dividend ETF464287168
    −$2.20MSold out
  5. NVDANVIDIA Corp
    −$2.00MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Vanguard Morningstar Total Stock Market ETF922908769
    −0.78 pp4.9% → 4.1%
  2. NVDANVIDIA Corp
    −0.64 pp3.7% → 3.1%History
  3. MSFTMicrosoft Corp
    −0.59 pp2.0% → 1.4%History
  4. SPYSPDR S&P 500 ETF Trust
    −0.50 pp0.6% → 0.1%History
  5. iShares Russell 1000 Value ETF464287598
    −0.30 pp0.3% → 0.0%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$1.56B
+$388.7M (+33.1%) vs. prior quarter
Positions
481
+17 vs. prior quarter
Top 10 concentration
54.3%
Top 10 as share of value
Turnover
5.1%
Q2 2026, one quarter
Average holding period
17.8 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $1.56B (Q2 2026)

Q1 2021: $114.0MQ2 2021: $145.3MQ3 2021: $146.0MQ4 2021: $165.7MQ1 2022: $173.0MQ2 2022: $164.5MQ3 2022: $180.7MQ4 2022: $199.1MQ1 2023: $222.9MQ2 2023: $238.2MQ3 2023: $235.7MQ4 2023: $282.3MQ1 2024: $343.5MQ2 2024: $385.4MQ3 2024: $451.4MQ4 2024: $485.9MQ1 2025: $731.3MQ2 2025: $865.4MQ3 2025: $997.8MQ4 2025: $1.08BQ1 2026: $1.17BQ2 2026: $1.56B
Q1 2021Q2 2026
13F filings of Everhart Financial Group, Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 8, 2026481$1.56BVanguard Morningstar Value ETFVanguard Morningstar Growth ETFVanguard Morningstar Mid-Cap Growth ETFvs. Q1 2026SEC
Q1 2026Apr 9, 2026464$1.17BVanguard Morningstar Value ETFVanguard Morningstar Growth ETFVanguard Morningstar Total Stock Market ETFvs. Q4 2025SEC
Q4 2025Jan 7, 2026417$1.08BVanguard Morningstar Value ETFVanguard Morningstar Growth ETFVanguard Morningstar Total Stock Market ETFvs. Q3 2025SEC
Q3 2025Nov 4, 2025390$997.8MVanguard Morningstar Value ETFVanguard Morningstar Growth ETFVanguard Morningstar Total Stock Market ETFvs. Q2 2025SEC
Q2 2025Aug 7, 2025340$865.4MVanguard Morningstar Value ETFVanguard Morningstar Growth ETFVanguard Morningstar Total Stock Market ETFvs. Q1 2025SEC
Q1 2025Apr 16, 2025328$731.3MVanguard Morningstar Value ETFVanguard Morningstar Growth ETFVanguard Morningstar Total Stock Market ETFvs. Q4 2024SEC
Q4 2024Jan 30, 2025309$485.9MVanguard Morningstar Total Stock Market ETFAAPLNVDAvs. Q3 2024SEC
Q3 2024Nov 4, 2024316$451.4MVanguard Morningstar Total Stock Market ETFNVDAAAPLvs. Q2 2024SEC
Q2 2024Jul 24, 2024293$385.4MVanguard Morningstar Total Stock Market ETFNVDAMSFTvs. Q1 2024SEC
Q1 2024May 13, 2024277$343.5MVanguard Morningstar Total Stock Market ETFMSFTNVDAvs. Q4 2023SEC
Q4 2023Jan 12, 2024240$282.3MVanguard Morningstar Total Stock Market ETFAAPLMSFTvs. Q3 2023SEC
Q3 2023Oct 25, 2023213$235.7MVanguard Morningstar Total Stock Market ETFAAPLSchwab U.S. Large-Cap Growth ETFvs. Q2 2023SEC
Q2 2023Jul 13, 2023215$238.2MVanguard Morningstar Total Stock Market ETFAAPLSchwab U.S. Large-Cap Growth ETFvs. Q1 2023SEC
Q1 2023Apr 25, 2023204$222.9MVanguard Morningstar Total Stock Market ETFSchwab U.S. Broad Market ETFAAPLvs. Q4 2022SEC
Q4 2022Feb 9, 2023180$199.1MVanguard Morningstar Total Stock Market ETFSPDR Series TrustSchwab U.S. Broad Market ETFvs. Q3 2022SEC
Q3 2022Oct 12, 2022202$180.7MVanguard Morningstar Total Stock Market ETFVanguard Scottsdale FDSSchwab U.S. Broad Market ETFvs. Q2 2022SEC
Q2 2022Jul 12, 2022187$164.5MVanguard Morningstar Total Stock Market ETFSchwab U.S. Broad Market ETFVanguard Morningstar Value ETFvs. Q1 2022SEC
Q1 2022Apr 18, 2022132$173.0MVanguard Morningstar Total Stock Market ETFSchwab U.S. Broad Market ETFSchwab U.S. Large-Cap Growth ETFvs. Q4 2021SEC
Q4 2021Jan 21, 2022107$165.7MVanguard Morningstar Total Stock Market ETFSchwab U.S. Broad Market ETFSchwab U.S. Large-Cap Growth ETFvs. Q3 2021SEC
Q3 2021Oct 13, 2021101$146.0MVanguard Morningstar Total Stock Market ETFSchwab U.S. Broad Market ETFSchwab U.S. Large-Cap Growth ETFvs. Q2 2021SEC
Q2 2021Jul 16, 202195$145.3MVanguard Morningstar Total Stock Market ETFSchwab U.S. Broad Market ETFSchwab U.S. Large-Cap Growth ETFvs. Q1 2021SEC
Q1 2021Apr 13, 202183$114.0MVanguard Morningstar Total Stock Market ETFSchwab U.S. Broad Market ETFSchwab U.S. Large-Cap Growth ETF–SEC