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CIK: 0001066816
Total reported value
$970.9M
$970.9M
573 檔
41.7%
The Q2 2025 SEC filing reveals that Evermay Wealth Management LLC held a total portfolio value of $970.9M, covering 573 public equity positions.
During Q2 2025, Evermay Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 573 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 13.97% | -0.77% | +3.08% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 13.67% | +0.11% | -9.33% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.90% | -0.39% | -5.21% | |
| 4 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 8.34% | — | +6.63% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.94% | -0.19% | -4.56% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.13% | +0.11% | -2.45% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.26% | +0.28% | -4.52% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.02% | +0.56% | +67.08% | |
| 9 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.80% | +0.41% | +12.82% | |
| 10 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 1.78% | -0.12% | +17.64% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.65% | +0.12% | — | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.49% | +0.01% | +1.12% | |
| 13 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.47% | +0.36% | +7.59% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.43% | -0.06% | -3.07% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.43% | -0.10% | -0.13% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.30% | +0.02% | -4.62% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.13% | -0.02% | +0.50% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.09% | -0.06% | -0.40% | |
| 19 | DFAI | Dimensional International Co | ETF-Other | 0.95% | +0.09% | +108.11% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.78% | +0.07% | -1.43% | |
| 21 | JMSB | John Marshall Bancorp Inc | Stock-Other | 0.77% | — | — | |
| 22 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.69% | -0.10% | -3.93% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.69% | +0.03% | -1.11% | |
| 24 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.48% | -0.32% | -6.22% | |
| 25 | IDV | Ishares International Select | ETF-Other | 0.47% | -0.06% | -0.88% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.45% | -0.02% | +0.05% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.44% | -0.07% | -0.14% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.41% | +0.03% | +1.53% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.41% | +0.04% | -6.72% | |
| 30 | VUG | Vanguard Growth ETF | ETF-Other | 0.40% | +0.01% | -0.07% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.40% | +0.01% | -8.20% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-Other | 0.38% | -0.08% | +21.53% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.36% | +0.08% | -4.15% | |
| 34 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.35% | -0.01% | — | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.35% | — | -6.37% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.31% | -0.06% | -1.88% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.30% | -0.03% | -10.81% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.30% | -0.02% | -14.76% | |
| 39 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 0.28% | -0.04% | -18.41% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.27% | +0.05% | -1.45% | |
| 41 | VTV | Vanguard Value ETF | ETF-Other | 0.27% | +0.01% | -0.29% | |
| 42 | DHR | Danaher CORP | Stock-Healthcare | 0.26% | -0.03% | +2.38% | |
| 43 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.24% | -0.06% | -3.23% | |
| 44 | BRO | Brown & Brown Inc | Stock-Financials | 0.23% | -0.01% | — | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.22% | -0.02% | +0.98% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.22% | +0.02% | — | |
| 47 | MLM | Martin Marietta Materials | Stock-Materials | 0.20% | -0.02% | — | |
| 48 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.20% | -0.04% | -1.70% | |
| 49 | RTX | Rtx CORP | Stock-Industrials | 0.20% | -0.08% | +0.67% | |
| 50 | NEE | Nextera Energy Inc | Stock-Utilities | 0.19% | +0.01% | -2.87% |
According to official SEC Form 13F filings, Evermay Wealth Management LLC reported a total U.S. public equity portfolio value of $970.9M across 573 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPTI, SCHX, VOO) accounted for 41.7% of total reported equity market value during Q2 2025.
During Q2 2025, Evermay Wealth Management LLC's top holdings by market value included SPTI (14.0%)、SCHX (13.7%)、VOO (8.9%). The largest single position, SPTI, represented 14.0% of total portfolio value.
In Q2 2025, Evermay Wealth Management LLC made 0 total portfolio adjustments, initiating 0 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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