Evermay Wealth Management LLC 13F Holdings · Q2 2026
Evermay Wealth Management LLC reported 651 securities worth $970.92M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPTI (14.85%), SCHX (12.53%), SPTS (10.03%). Among its top 25 positions this quarter: 13 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPTI | SPDR SERIES TRUST | $144.2M | 14.85% | 5.1M | Added |
| 2 | SCHX | SCHWAB STRATEGIC TR | $121.7M | 12.53% | 4.1M | Trimmed |
| 3 | SPTS | SPDR SERIES TRUST | $97.4M | 10.03% | 3.4M | Added |
| 4 | VOO | VANGUARD INDEX FDS | $72.4M | 7.45% | 105,353 | Trimmed |
| 5 | IJH | ISHARES TR | $41.1M | 4.24% | 533,317 | Trimmed |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $38.3M | 3.94% | 51,102 | Trimmed |
| 7 | IVV | ISHARES TR | $30.3M | 3.12% | 40,432 | Added |
| 8 | SPYM | SPDR SERIES TRUST | $28.8M | 2.96% | 327,357 | Added |
| 9 | SPMD | SPDR SERIES TRUST | $25.0M | 2.58% | 370,105 | Added |
| 10 | SPSM | SPDR SERIES TRUST | $20.2M | 2.08% | 349,702 | Added |
| 11 | AAPL | APPLE INC | $19.1M | 1.97% | 66,044 | Trimmed |
| 12 | DFAI | DIMENSIONAL ETF TRUST | $19.1M | 1.97% | 462,789 | Added |
| 13 | IEMG | ISHARES INC | $18.0M | 1.85% | 217,119 | Added |
| 14 | AMZN | AMAZON COM INC | $12.7M | 1.31% | 53,479 | Added |
| 15 | IJR | ISHARES TR | $12.3M | 1.27% | 83,114 | Trimmed |
| 16 | VYM | VANGUARD WHITEHALL FDS | $11.9M | 1.22% | 75,035 | Trimmed |
| 17 | GOOGL | ALPHABET INC | $11.1M | 1.14% | 31,013 | Trimmed |
| 18 | VTI | VANGUARD INDEX FDS | $10.1M | 1.04% | 27,401 | Trimmed |
| 19 | VO | VANGUARD INDEX FDS | $9.2M | 0.95% | 114,318 | Added |
| 20 | JMSB | JOHN MARSHALL BANCORP INC | $7.7M | 0.79% | 351,149 | Added |
| 21 | MSFT | MICROSOFT CORP | $6.3M | 0.65% | 16,981 | Trimmed |
| 22 | JPM | JPMORGAN CHASE & CO | $6.0M | 0.62% | 18,432 | Added |
| 23 | VGIT | VANGUARD SCOTTSDALE FDS | $5.5M | 0.57% | 93,651 | Added |
| 24 | LLY | ELI LILLY & CO | $4.5M | 0.47% | 3,773 | Trimmed |
| 25 | XSOE | WISDOMTREE TR | $4.4M | 0.45% | 88,858 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR