Evermay Wealth Management LLC Top Holdings and 13F Report (2026)

About Evermay Wealth Management LLC

Investment Activity

Evermay Wealth Management LLC has $970.92 million in total holdings as of June 30, 2026.
Evermay Wealth Management LLC owns shares of 651 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
Approximately 5.85% of the portfolio was purchased this quarter.
About 5.87% of the portfolio was sold this quarter.
This quarter, Evermay Wealth Management LLC has purchased 594 new stocks and bought additional shares in 152 stocks.
Evermay Wealth Management LLC sold shares of 141 stocks and completely divested from 47 stocks this quarter.

Largest Holdings

SPDR Portfolio Intermediate Term Treasury ETF: $144,183,420
Schwab US Large-Cap ETF: $121,693,658
SPDR Portfolio Short Term Treasury ETF: $97,420,541
Vanguard S&P 500 ETF: $72,357,702
iShares Core S&P Mid-Cap ETF: $41,124,107

Largest New Holdings this Quarter

573874104 - Marvell Technology: $329,765 Holding
92206C714 - Vanguard Russell 1000 Value ETF: $267,051 Holding
438516205 - HONEYWELL INTL INC: $249,313 Holding
43849R105 - HONEYWELL AEROSPACE INC: $245,620 Holding
001055102 - Aflac: $87,234 Holding

Largest Purchases this Quarter

SPDR Portfolio Short Term Treasury ETF: 257,061 shares (about $7.46M)
Vanguard Mid-Cap ETF: 83,913 shares (about $6.76M)
SPDR Portfolio Intermediate Term Treasury ETF: 162,697 shares (about $4.62M)
Vanguard Intermediate-Term Treasury ETF: 76,435 shares (about $4.51M)
SPDR Portfolio S&P 500 ETF: 43,911 shares (about $3.86M)

Largest Sales this Quarter

Vanguard S&P 500 ETF: 12,991 shares (about $8.92M)
Schwab US Large-Cap ETF: 233,947 shares (about $6.89M)
iShares Core S&P Mid-Cap ETF: 58,476 shares (about $4.51M)
iShares 0-3 Month Treasury Bond ETF: 27,813 shares (about $2.80M)
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund: 39,216 shares (about $1.93M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPTI SPDR Portfolio Intermediate Term Treasury ETF	$144,183,420	$4,618,968 â–²	3.3%	5,078,669	14.9%	ETF
SCHX Schwab US Large-Cap ETF	$121,693,658	$6,885,060 â–¼	-5.4%	4,135,021	12.5%	ETF
SPTS SPDR Portfolio Short Term Treasury ETF	$97,420,541	$7,457,340 â–²	8.3%	3,358,171	10.0%	ETF
VOO Vanguard S&P 500 ETF	$72,357,702	$8,922,374 â–¼	-11.0%	105,353	7.5%	ETF
IJH iShares Core S&P Mid-Cap ETF	$41,124,107	$4,509,088 â–¼	-9.9%	533,317	4.2%	ETF
SPY SPDR S&P 500 ETF Trust	$38,252,592	$1,415,515 â–¼	-3.6%	51,102	3.9%	ETF
IVV iShares Core S&P 500 ETF	$30,279,006	$875,449 â–²	3.0%	40,432	3.1%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$28,768,134	$3,858,899 â–²	15.5%	327,357	3.0%	ETF
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$25,004,272	$2,628,825 â–²	11.7%	370,105	2.6%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$20,167,315	$1,614,991 â–²	8.7%	349,702	2.1%	ETF
AAPL Apple	$19,110,454	$1,084,519 â–¼	-5.4%	66,044	2.0%	Technology
DFAI Dimensional International Core Equity Market ETF	$19,090,060	$1,097,251 â–²	6.1%	462,789	2.0%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$17,986,114	$871,724 â–²	5.1%	217,119	1.9%	ETF
AMZN Amazon.com	$12,746,185	$469,768 â–²	3.8%	53,479	1.3%	Consumer Discretionary
IJR iShares Core S&P Small-Cap ETF	$12,326,703	$1,128,942 â–¼	-8.4%	83,114	1.3%	ETF
VYM Vanguard High Dividend Yield ETF	$11,857,839	$883,076 â–¼	-6.9%	75,035	1.2%	ETF
GOOGL Alphabet	$11,083,270	$869,136 â–¼	-7.3%	31,013	1.1%	Communication Services
VTI Vanguard Total Stock Market ETF	$10,139,511	$1,254,441 â–¼	-11.0%	27,401	1.0%	ETF
VO Vanguard Mid-Cap ETF	$9,210,602	$6,760,871 â–²	276.0%	114,318	0.9%	ETF
JMSB John Marshall Bancorp	$7,655,049	$25,724 â–²	0.3%	351,149	0.8%	Finance
MSFT Microsoft	$6,334,414	$140,259 â–¼	-2.2%	16,981	0.7%	Technology
JPM JPMorgan Chase & Co.	$6,033,439	$134,535 â–²	2.3%	18,432	0.6%	Finance
VGIT Vanguard Intermediate-Term Treasury ETF	$5,523,536	$4,508,136 â–²	444.0%	93,651	0.6%	ETF
LLY Eli Lilly and Company	$4,525,450	$107,949 â–¼	-2.3%	3,773	0.5%	Healthcare
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund	$4,370,037	$1,928,643 â–¼	-30.6%	88,858	0.5%	ETF
NVDA NVIDIA	$4,300,437	$63,827 â–²	1.5%	21,493	0.4%	Technology
IWM iShares Russell 2000 ETF	$4,209,340	$73,911 â–¼	-1.7%	14,010	0.4%	ETF
VUG Vanguard Growth ETF	$4,084,932	$3,348,004 â–²	454.3%	47,422	0.4%	ETF
CAT Caterpillar	$3,602,801	$128,862 â–²	3.7%	3,383	0.4%	Industrials
JEPI JPMorgan Equity Premium Income ETF	$3,592,096	$590,389 â–¼	-14.1%	63,599	0.4%	ETF
IWD iShares Russell 1000 Value ETF	$3,298,261	$184,974 â–¼	-5.3%	13,605	0.3%	ETF
BRK.B Berkshire Hathaway	$3,294,068	$131,603 â–¼	-3.8%	6,583	0.3%	Finance
AVGO Broadcom	$3,079,041	$126,169 â–²	4.3%	8,151	0.3%	Technology
V Visa	$2,827,132	$39,456 â–¼	-1.4%	8,240	0.3%	Finance
PJAN Innovator U.S. Equity Power Buffer ETF - January	$2,815,041	$69,533 â–¼	-2.4%	56,881	0.3%	ETF
IDV iShares International Select Dividend ETF	$2,807,582	$246,922 â–¼	-8.1%	67,767	0.3%	ETF
VB Vanguard Small-Cap ETF	$2,623,807	$1,050,917 â–¼	-28.6%	8,656	0.3%	ETF
VTV Vanguard Value ETF	$2,514,041	$53,829 â–²	2.2%	11,536	0.3%	ETF
VGSH Vanguard Short-Term Treasury ETF	$2,472,977	$2,106,026 â–²	573.9%	42,491	0.3%	ETF
VEA Vanguard FTSE Developed Markets ETF	$2,463,380	$370,640 â–¼	-13.1%	34,574	0.3%	ETF
MRK Merck & Co., Inc.	$2,351,591	$554,659 â–²	30.9%	18,218	0.2%	Healthcare
AMAT Applied Materials	$2,350,156	$180,726 â–²	8.3%	3,251	0.2%	Technology
NEE NextEra Energy	$2,269,645	$360,033 â–²	18.9%	25,859	0.2%	Utilities
GOOG Alphabet	$2,240,113	$153,699 â–¼	-6.4%	6,340	0.2%	Communication Services
META Meta Platforms	$2,163,034	$414,018 â–¼	-16.1%	3,840	0.2%	Communication Services
IAUM iShares Gold Trust Micro	$2,155,099	$148,957 â–²	7.4%	53,864	0.2%	ETF
IWF iShares Russell 1000 Growth ETF	$2,089,047	$1,566,785 â–²	300.0%	16,824	0.2%	ETF
EFA iShares MSCI EAFE ETF	$1,978,467	$162,777 â–¼	-7.6%	19,046	0.2%	ETF
GDX VanEck Gold Miners ETF	$1,949,462	$6,111 â–¼	-0.3%	25,838	0.2%	ETF
SGOV iShares 0-3 Month Treasury Bond ETF	$1,844,074	$2,799,936 â–¼	-60.3%	18,318	0.2%	ETF
XOM ExxonMobil	$1,791,100	$328,687 â–²	22.5%	13,100	0.2%	Energy
MLM Martin Marietta Materials	$1,730,677		0.0%	3,001	0.2%	Materials
COST Costco Wholesale	$1,729,930	$56,136 â–²	3.4%	1,849	0.2%	Consumer Staples
HD Home Depot	$1,631,498	$629,887 â–¼	-27.9%	4,626	0.2%	Consumer Discretionary
DHR Danaher	$1,627,872	$192,177 â–¼	-10.6%	8,530	0.2%	Healthcare
SCHF Schwab International Equity ETF	$1,625,658	$16,177 â–²	1.0%	58,688	0.2%	ETF
LAM RESEARCH CORP	$1,612,640	$77,597 â–²	5.1%	3,720	0.2%	COM NEW
GE GE Aerospace	$1,598,370	$346,806 â–²	27.7%	4,277	0.2%	Industrials
PAPR Innovator U.S. Equity Power Buffer ETF - April	$1,586,214	$9,284 â–¼	-0.6%	37,588	0.2%	ETF
SCHR Schwab Intermediate-Term U.S. Treasury ETF	$1,562,877	$796,271 â–²	103.9%	63,377	0.2%	ETF
APH Amphenol	$1,532,890	$29,821 â–¼	-1.9%	8,687	0.2%	Technology
PANW Palo Alto Networks	$1,521,973	$672,151 â–¼	-30.6%	4,463	0.2%	Technology
AXP American Express	$1,468,005	$90,989 â–²	6.6%	4,340	0.2%	Finance
RTX RTX	$1,451,427	$550,973 â–¼	-27.5%	7,650	0.1%	Industrials
CSCO Cisco Systems	$1,416,018	$82,694 â–¼	-5.5%	12,055	0.1%	Technology
ABBV AbbVie	$1,394,672	$213,152 â–¼	-13.3%	5,542	0.1%	Healthcare
JNJ Johnson & Johnson	$1,391,503	$81,778 â–²	6.2%	5,479	0.1%	Healthcare
RSP Invesco S&P 500 Equal Weight ETF	$1,370,665	$31,916 â–¼	-2.3%	6,442	0.1%	ETF
YUM Yum! Brands	$1,318,526	$31,972 â–¼	-2.4%	8,248	0.1%	Consumer Discretionary
ROK Rockwell Automation	$1,311,467	$520,824 â–²	65.9%	2,649	0.1%	Industrials
SLV iShares Silver Trust	$1,293,868	$35,344 â–¼	-2.7%	24,198	0.1%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$1,286,320	$322,386 â–¼	-20.0%	21,550	0.1%	ETF
MCO Moody's	$1,253,683	$11,776 â–²	0.9%	2,768	0.1%	Finance
MCD McDonald's	$1,234,067	$100,293 â–¼	-7.5%	4,565	0.1%	Consumer Discretionary
IAU iShares Gold Trust	$1,233,003	$21,067 â–¼	-1.7%	16,329	0.1%	ETF
TJX TJX Companies	$1,227,908	$74,993 â–²	6.5%	8,105	0.1%	Consumer Discretionary
PMAY Innovator U.S. Equity Power Buffer ETF - May	$1,197,700		0.0%	29,000	0.1%	ETF
APD Air Products and Chemicals	$1,158,061	$442,115 â–²	61.8%	3,950	0.1%	Materials
NOC Northrop Grumman	$1,131,687	$15,789 â–¼	-1.4%	2,222	0.1%	Industrials
ETN Eaton	$1,128,366	$348,140 â–²	44.6%	2,648	0.1%	Industrials
MAR Marriott International	$1,126,594	$24,459 â–²	2.2%	3,040	0.1%	Consumer Discretionary
DUK Duke Energy	$1,109,601	$8,228 â–¼	-0.7%	8,766	0.1%	Utilities
SCHB Schwab US Broad Market ETF	$1,106,070	$20,272 â–¼	-1.8%	38,193	0.1%	ETF
NSC Norfolk Southern	$1,102,638		0.0%	3,505	0.1%	Industrials
GDXJ VanEck Junior Gold Miners ETF	$1,097,822	$17,685 â–¼	-1.6%	11,174	0.1%	ETF
MNST Monster Beverage	$1,080,774	$224,921 â–²	26.3%	11,244	0.1%	Consumer Staples
BRO Brown & Brown	$1,058,155		0.0%	16,495	0.1%	Finance
PG Procter & Gamble	$1,056,357	$53,082 â–¼	-4.8%	7,204	0.1%	Consumer Staples
ATLANTIC UN BANKSHARES CORP	$1,047,935	$11,212 â–¼	-1.1%	24,768	0.1%	COM
AMGN Amgen	$1,040,425	$22,815 â–²	2.2%	2,873	0.1%	Healthcare
ACGL Arch Capital Group	$1,035,242		0.0%	10,666	0.1%	Finance
MKC.V MCCORMICK & CO/SH SH	$1,014,040		0.0%	20,080	0.1%	Consumer Staples
CVX Chevron	$1,006,197	$341,643 â–²	51.4%	6,070	0.1%	Energy
PEP PepsiCo	$1,002,502	$33,173 â–¼	-3.2%	7,404	0.1%	Consumer Staples
VBK Vanguard Small-Cap Growth ETF	$987,756	$27,793 â–²	2.9%	2,701	0.1%	ETF
IUSV iShares Core S&P U.S. Value ETF	$960,508	$2,313 â–¼	-0.2%	8,720	0.1%	ETF
MA Mastercard	$916,263	$18,490 â–²	2.1%	1,784	0.1%	Finance
BNL Broadstone Net Lease	$906,292	$4,369 â–¼	-0.5%	43,767	0.1%	Real Estate
LEU Centrus Energy	$868,728		0.0%	5,175	0.1%	Energy
EPD Enterprise Products Partners	$861,839		0.0%	23,445	0.1%	Energy

Showing largest 100 holdings. View all holdings.

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Evermay Wealth Management LLC Top Holdings and 13F Report (2026)

About Evermay Wealth Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Evermay Wealth Management LLC Top Holdings and 13F Report (2026)

About Evermay Wealth Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofEvermay Wealth Management LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools