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CIK: 0001066816
Total reported value
$970.9M
$970.9M
579 檔
40.4%
According to the latest 13F quarterly dataset, Evermay Wealth Management LLC managed an equity portfolio of $970.9M at the end of Q1 2025, spanning 579 distinct U.S. exchange-listed positions.
In Q1 2025, Evermay Wealth Management LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 579 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 14.53% | +0.11% | -1.48% | |
| 2 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 14.36% | -0.77% | +245.22% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.04% | -0.39% | -1.13% | |
| 4 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 8.33% | — | +542.46% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.20% | -0.19% | -1.88% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.09% | +0.11% | -0.66% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.30% | +0.28% | -7.52% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.70% | +0.01% | -0.89% | |
| 9 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.60% | +0.41% | +14.87% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.53% | +0.12% | +39.52% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.47% | -0.10% | -2.85% | |
| 12 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 1.45% | -0.12% | +6.94% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.42% | -0.06% | -1.21% | |
| 14 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.39% | +0.36% | +5.31% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.39% | +0.02% | -3.41% | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.17% | +0.56% | +14.01% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.11% | -0.02% | +1.83% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.88% | -0.06% | -1.68% | |
| 19 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.77% | -0.10% | -1.30% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.74% | +0.07% | -0.03% | |
| 21 | JMSB | John Marshall Bancorp Inc | Stock-Other | 0.72% | — | — | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.63% | +0.03% | -2.72% | |
| 23 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.54% | -0.32% | -16.94% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | -0.02% | -4.07% | |
| 25 | IDV | Ishares International Select | ETF-Other | 0.46% | -0.06% | -18.68% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.46% | +0.01% | -0.60% | |
| 27 | DFAI | Dimensional International Co | ETF-Other | 0.44% | +0.09% | +14.97% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.43% | +0.04% | -1.47% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.43% | +0.08% | -2.19% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.38% | — | -0.36% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.37% | -0.07% | -0.61% | |
| 32 | VUG | Vanguard Growth ETF | ETF-Other | 0.36% | +0.01% | — | |
| 33 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.35% | -0.01% | -9.94% | |
| 34 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 0.34% | -0.04% | +2126.83% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.34% | -0.02% | -40.81% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.34% | -0.06% | -0.54% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.32% | -0.03% | +0.22% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-Other | 0.31% | -0.08% | +3.75% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.30% | +0.03% | +0.05% | |
| 40 | DHR | Danaher CORP | Stock-Healthcare | 0.28% | -0.03% | -3.63% | |
| 41 | VTV | Vanguard Value ETF | ETF-Other | 0.28% | +0.01% | -0.16% | |
| 42 | BRO | Brown & Brown Inc | Stock-Financials | 0.27% | -0.01% | -2.86% | |
| 43 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.24% | -0.06% | -4.65% | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.23% | -0.04% | -2.00% | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.23% | -0.02% | -1.93% | |
| 46 | MKC-V | Mccormick & Co Inc Vtg Com | Stock-Other | 0.22% | -0.01% | — | |
| 47 | NEE | Nextera Energy Inc | Stock-Utilities | 0.22% | +0.01% | -3.25% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.21% | -0.03% | -0.82% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.20% | +0.02% | -1.17% | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.20% | -0.03% | -0.69% |
According to official SEC Form 13F filings, Evermay Wealth Management LLC reported a total U.S. public equity portfolio value of $970.9M across 579 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHX, SPTI, VOO) accounted for 40.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
SCHX
市值: $110.7M
During Q1 2025, Evermay Wealth Management LLC's top holdings by market value included SCHX (14.5%)、SPTI (14.4%)、VOO (9.0%). The largest single position, SCHX, represented 14.5% of total portfolio value.
In Q1 2025, Evermay Wealth Management LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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