Evermay Wealth Management LLC Top Holdings and 13F Report (2026) About Evermay Wealth Management LLCInvestment ActivityEvermay Wealth Management LLC has $902.06 million in total holdings as of March 31, 2026.Evermay Wealth Management LLC owns shares of 594 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 5.08% of the portfolio was purchased this quarter.About 1.80% of the portfolio was sold this quarter.This quarter, Evermay Wealth Management LLC has purchased 571 new stocks and bought additional shares in 73 stocks.Evermay Wealth Management LLC sold shares of 160 stocks and completely divested from 30 stocks this quarter.Largest Holdings SPDR Portfolio Intermediate Term Treasury ETF $140,891,764Schwab US Large-Cap ETF $112,020,333SPDR Portfolio Short Term Treasury ETF $90,490,390Vanguard S&P 500 ETF $70,716,638iShares Core S&P Mid-Cap ETF $39,963,768 Largest New Holdings this Quarter 12135Y108 - Burke & Herbert Financial Services $11,571,302 Holding46429B689 - iShares MSCI EAFE Min Vol Factor ETF $29,604 Holding464287606 - iShares S&P Mid-Cap 400 Growth ETF $29,482 Holding78464A649 - SPDR Portfolio Aggregate Bond ETF $28,900 Holding921937835 - Vanguard Total Bond Market ETF $25,554 Holding Largest Purchases this Quarter Burke & Herbert Financial Services 185,765 shares (about $11.57M)SPDR Portfolio Short Term Treasury ETF 379,777 shares (about $11.08M)SPDR Portfolio Intermediate Term Treasury ETF 270,295 shares (about $7.75M)Apple 12,877 shares (about $3.27M)SPDR Portfolio S&P 500 ETF 35,169 shares (about $2.69M) Largest Sales this Quarter Schwab US Large-Cap ETF 66,827 shares (about $1.71M)Vanguard S&P 500 ETF 2,484 shares (about $1.48M)iShares Core S&P Mid-Cap ETF 20,816 shares (about $1.41M)Vanguard Total Stock Market ETF 2,668 shares (about $855.92K)iShares International Select Dividend ETF 16,757 shares (about $713.17K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEvermay Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPTISPDR Portfolio Intermediate Term Treasury ETF$140,891,764$7,746,655 â–²5.8%4,915,97215.6%ETFSCHXSchwab US Large-Cap ETF$112,020,333$1,713,444 â–¼-1.5%4,368,96812.4%ETFSPTSSPDR Portfolio Short Term Treasury ETF$90,490,390$11,081,893 â–²14.0%3,101,11010.0%ETFVOOVanguard S&P 500 ETF$70,716,638$1,484,318 â–¼-2.1%118,3447.8%ETFIJHiShares Core S&P Mid-Cap ETF$39,963,768$1,405,704 â–¼-3.4%591,7934.4%ETFSPYSPDR S&P 500 ETF Trust$34,552,766$367,090 â–¼-1.1%52,9933.8%FinanceIVViShares Core S&P 500 ETF$25,646,772$369,061 â–¼-1.4%39,2632.8%ETFSPLGSPDR Portfolio S&P 500 ETF$21,694,957$2,691,835 â–²14.2%283,4462.4%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$19,613,280$1,436,438 â–²7.9%331,1942.2%ETFAAPLApple$17,712,598$3,268,070 â–²22.6%69,7922.0%Computer and TechnologyDFAIDimensional International Core Equity Market ETF$16,993,924$2,679,786 â–²18.7%436,1891.9%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$15,544,448$748,863 â–²5.1%321,6981.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$14,410,071$676,994 â–²4.9%206,5961.6%ETFVYMVanguard High Dividend Yield ETF$11,940,303$319,749 â–¼-2.6%80,6231.3%Financial ServicesBHRBBurke & Herbert Financial Services$11,571,302$11,571,302 â–²New Holding185,7651.3%FinanceIJRiShares Core S&P Small-Cap ETF$11,278,204$278,083 â–¼-2.4%90,7261.3%ETFAMZNAmazon.com$10,727,572$97,054 â–²0.9%51,5081.2%Retail/WholesaleVTIVanguard Total Stock Market ETF$9,878,081$855,923 â–¼-8.0%30,7911.1%ETFGOOGLAlphabet$9,617,557$142,919 â–¼-1.5%33,4451.1%Computer and TechnologyVOVanguard Mid-Cap ETF$8,731,708$342,319 â–¼-3.8%30,4051.0%ETFJMSBJohn Marshall Bancorp$7,097,372$31,333 â–²0.4%349,9690.8%FinanceMSFTMicrosoft$6,425,201$104,391 â–²1.7%17,3570.7%Computer and TechnologyJPMJPMorgan Chase & Co.$5,301,141$96,192 â–¼-1.8%18,0210.6%FinanceXSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund$5,135,768$235,708 â–¼-4.4%128,0740.6%FinanceSGOViShares 0-3 Month Treasury Bond ETF$4,643,547$410,290 â–¼-8.1%46,1310.5%ETFJEPIJPMorgan Equity Premium Income ETF$4,197,292$80,429 â–¼-1.9%74,0520.5%ETFVUGVanguard Growth ETF$3,736,777$365,597 â–²10.8%8,5550.4%ETFNVDANVIDIA$3,692,769$17,440 â–¼-0.5%21,1740.4%Computer and TechnologyLLYEli Lilly and Company$3,553,072$68,063 â–²2.0%3,8630.4%MedicalIWMiShares Russell 2000 ETF$3,535,518$78,617 â–¼-2.2%14,2560.4%FinanceBRK.BBerkshire Hathaway$3,280,604$48,399 â–¼-1.5%6,8460.4%FinanceVBVanguard Small-Cap ETF$3,175,257$133,579 â–¼-4.0%12,1230.4%ETFIDViShares International Select Dividend ETF$3,137,803$713,174 â–¼-18.5%73,7270.3%ETFIWDiShares Russell 1000 Value ETF$3,070,011$54,486 â–²1.8%14,3680.3%ETFPJANInnovator U.S. Equity Power Buffer ETF - January$2,688,734$11,302 â–¼-0.4%58,2860.3%ETFMETAMeta Platforms$2,617,495$12,015 â–²0.5%4,5750.3%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$2,548,827$102,463 â–²4.2%39,7760.3%ETFVVisa$2,525,256$52,288 â–¼-2.0%8,3550.3%Business ServicesAVGOBroadcom$2,419,440$78,306 â–²3.3%7,8170.3%Computer and TechnologyGDXVanEck Gold Miners ETF$2,378,572$492,343 â–¼-17.1%25,9190.3%ETFIAUMiShares Gold Trust Micro$2,341,585$470,689 â–¼-16.7%50,1410.3%FinanceCATCaterpillar$2,311,284$24,799 â–²1.1%3,2620.3%IndustrialsVTVVanguard Value ETF$2,214,902$33,158 â–¼-1.5%11,2890.2%ETFHDHome Depot$2,108,843$74,987 â–¼-3.4%6,4120.2%Retail/WholesaleRTXRTX$2,035,859$6,366 â–¼-0.3%10,5540.2%AerospaceNEENextEra Energy$2,020,791$7,059 â–¼-0.3%21,7570.2%UtilitiesEFAiShares MSCI EAFE ETF$2,002,177$307,325 â–¼-13.3%20,6130.2%FinanceGOOGAlphabet$1,943,477$57,372 â–¼-2.9%6,7750.2%Computer and TechnologyXOMExxonMobil$1,814,767$48,186 â–¼-2.6%10,6960.2%EnergyDHRDanaher$1,811,630$14,627 â–²0.8%9,5370.2%MedicalIWFiShares Russell 1000 Growth ETF$1,793,4740.0%4,2060.2%ETFCOSTCostco Wholesale$1,782,876$63,781 â–²3.7%1,7890.2%Retail/WholesaleMLMMartin Marietta Materials$1,766,6290.0%3,0010.2%ConstructionSLViShares Silver Trust$1,693,893$429,214 â–¼-20.2%24,8590.2%ETFMRKMerck & Co., Inc.$1,683,568$10,159 â–¼-0.6%13,9210.2%MedicalNOCNorthrop Grumman$1,537,087$30,019 â–¼-1.9%2,2530.2%AerospaceMCDMcDonald's$1,534,172$64,960 â–¼-4.1%4,9360.2%Retail/WholesalePAPRInnovator U.S. Equity Power Buffer ETF - April$1,504,759$3,065 â–¼-0.2%37,8080.2%ETFIAUiShares Gold Trust$1,464,162$5,907 â–¼-0.4%16,6080.2%FinanceVWOVanguard FTSE Emerging Markets ETF$1,456,702$3,892 â–¼-0.3%26,9510.2%ETFSCHFSchwab International Equity ETF$1,438,074$129,071 â–¼-8.2%58,1040.2%ETFABBVAbbVie$1,389,616$870 â–¼-0.1%6,3890.2%MedicalGDXJVanEck Junior Gold Miners ETF$1,362,970$161,818 â–¼-10.6%11,3540.2%ETFYUMYum! Brands$1,313,496$12,438 â–¼-0.9%8,4480.1%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$1,265,137$32,243 â–¼-2.5%6,5920.1%ETFJNJJohnson & Johnson$1,260,578$137,375 â–¼-9.8%5,1570.1%MedicalAXPAmerican Express$1,231,397$8,167 â–²0.7%4,0710.1%FinanceTJXTJX Companies$1,215,317$119,775 â–¼-9.0%7,6100.1%Retail/WholesaleMCOMoody's$1,196,1980.0%2,7420.1%FinancePEPPepsiCo$1,187,814$118,642 â–¼-9.1%7,6490.1%Consumer StaplesPMAYInnovator U.S. Equity Power Buffer ETF - May$1,158,260$38,542 â–¼-3.2%29,0000.1%ETFDUKDuke Energy$1,156,332$43,079 â–¼-3.6%8,8310.1%UtilitiesAPHAmphenol$1,120,153$60,839 â–¼-5.2%8,8560.1%Computer and TechnologySCHOSchwab Short-Term U.S. Treasury ETF$1,115,569$40,021 â–¼-3.5%45,9650.1%ETFPGProcter & Gamble$1,092,796$21,376 â–¼-1.9%7,5660.1%Consumer StaplesBROBrown & Brown$1,075,6390.0%16,4950.1%FinancePANWPalo Alto Networks$1,031,499$49,539 â–²5.0%6,4340.1%Computer and TechnologyAMATApplied Materials$1,025,562$4,784 â–²0.5%3,0010.1%Computer and TechnologyVGITVanguard Intermediate-Term Treasury ETF$1,025,213$656,658 â–²178.2%17,2160.1%ETFACGLArch Capital Group$1,023,8300.0%10,6660.1%FinanceSYKStryker$1,014,586$47,389 â–¼-4.5%3,0830.1%MedicalMKC.VMCCORMICK & CO/SH SH$1,011,6310.0%20,0800.1%Consumer GoodsNSCNorfolk Southern$1,005,9350.0%3,5050.1%TransportationKMIKinder Morgan$1,000,335$50,228 â–¼-4.8%29,8340.1%EnergyNFLXNetflix$994,576$24,999 â–¼-2.5%10,3440.1%Consumer DiscretionaryCSCOCisco Systems$989,996$35,304 â–¼-3.4%12,7590.1%Computer and TechnologyAMGNAmgen$988,751$90,078 â–²10.0%2,8100.1%MedicalSCHBSchwab US Broad Market ETF$976,215$2,937 â–¼-0.3%38,8930.1%ETFMARMarriott International$972,707$197,878 â–¼-16.9%2,9740.1%Consumer DiscretionaryGEGE Aerospace$951,125$13,064 â–²1.4%3,3490.1%AerospaceLEUCentrus Energy$898,3290.0%5,1750.1%Basic MaterialsAUBAtlantic Union Bankshares$894,680$64,332 â–²7.7%25,0330.1%FinanceIUSViShares Core S&P U.S. Value ETF$893,768$50,512 â–¼-5.3%8,7410.1%ManufacturingEPDEnterprise Products Partners$887,159$44,235 â–¼-4.7%23,4450.1%EnergyMAMastercard$873,406$2,998 â–²0.3%1,7480.1%Business ServicesCVXChevron$829,504$71,591 â–¼-7.9%4,0090.1%EnergyBNLBroadstone Net Lease$805,106$28,925 â–¼-3.5%43,9780.1%FinanceVBKVanguard Small-Cap Growth ETF$793,295$42,309 â–¼-5.1%2,6250.1%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$774,378$71,492 â–²10.2%31,0870.1%ETFICEIntercontinental Exchange$765,482$27,209 â–¼-3.4%4,8670.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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