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CIK: 0001066816
Total reported value
$970.9M
$970.9M
561 檔
45.2%
As reported in its official Q3 2025 Form 13F filing, Evermay Wealth Management LLC's tracked investment portfolio stood at $970.9M with 561 total positions.
In Q3 2025, Evermay Wealth Management LLC adopted a defensive or profit-taking posture, trimming 28 positions and completely liquidating 1 holdings to manage risk exposure.
Showing top 200 holdings (of 561 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 14.76% | -0.77% | +13.27% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 13.49% | +0.11% | -1.43% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.62% | -0.39% | -3.25% | |
| 4 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 8.62% | — | +11.13% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.66% | -0.19% | -3.49% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.11% | +0.11% | -0.68% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.16% | +0.28% | -3.34% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.16% | +0.56% | +6.88% | |
| 9 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.88% | +0.41% | +6.74% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.68% | +0.01% | -2.10% | |
| 11 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.56% | +0.36% | +5.33% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.49% | +0.12% | -2.94% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.37% | -0.10% | -2.09% | |
| 14 | DFAI | Dimensional International Co | ETF-Other | 1.36% | +0.09% | +45.86% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.29% | -0.06% | -10.29% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.29% | +0.02% | -2.03% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.14% | +0.25% | +952.09% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.08% | -0.02% | -1.99% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.04% | -0.06% | -1.13% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.97% | +0.07% | -2.52% | |
| 21 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.85% | -0.12% | -53.59% | |
| 22 | JMSB | John Marshall Bancorp Inc | Stock-Other | 0.79% | — | +4.32% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | +0.03% | -2.38% | |
| 24 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.58% | -0.10% | -10.23% | |
| 25 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.45% | -0.32% | +1.86% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.45% | +0.03% | -0.19% | |
| 27 | IDV | Ishares International Select | ETF-Other | 0.44% | -0.06% | -4.56% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | -0.02% | -2.06% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.42% | +0.04% | -1.22% | |
| 30 | VUG | Vanguard Growth ETF | ETF-Other | 0.41% | +0.01% | — | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.41% | -0.07% | -0.19% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-Other | 0.37% | -0.08% | -1.86% | |
| 33 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.34% | -0.01% | -0.55% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.33% | +0.01% | -5.51% | |
| 35 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.33% | -0.06% | -0.48% | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.33% | — | -2.58% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.32% | +0.08% | -1.25% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.31% | -0.06% | -1.69% | |
| 39 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 0.30% | -0.04% | -1.06% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.29% | +0.05% | -4.44% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.29% | -0.02% | -1.23% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.26% | -0.03% | -10.29% | |
| 43 | VTV | Vanguard Value ETF | ETF-Other | 0.25% | +0.01% | -3.65% | |
| 44 | DHR | Danaher CORP | Stock-Healthcare | 0.24% | -0.03% | -1.05% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.23% | +0.02% | -0.33% | |
| 46 | MLM | Martin Marietta Materials | Stock-Materials | 0.22% | -0.02% | — | |
| 47 | RTX | Rtx CORP | Stock-Industrials | 0.20% | -0.08% | -3.19% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.20% | +0.01% | -0.68% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.19% | -0.02% | -0.38% | |
| 50 | NEE | Nextera Energy Inc | Stock-Utilities | 0.19% | +0.01% | -2.55% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +1% | +6.88% | Add |
| 2 | IEMG | Ishares Core Msci Emerging | +1% | +952.09% | Add |
| 3 | DFAI | Dimensional International Co | +0.9% | +45.86% | Add |
| 4 | SPTI | Ss Spdr P Int Term Tsy ETF | +0.4% | +13.27% | Add |
| 5 | SPTS | Ss Spdr P St Term Tsy ETF | +0.3% | +11.13% | Add |
| 6 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.3% | +6.74% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | -2.52% | Trim |
| 8 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.2% | +5.33% | Add |
| 9 | MSFT | Microsoft CORP | +0.2% | -1.13% | Trim |
| 10 | NVDA | Nvidia CORP | +0.2% | -0.19% | Add |
| 11 | LEU | Centrus Energy Corp-class A | +0.1% | — | Unchanged |
| 12 | AVGO | Broadcom Inc | +0.1% | -4.44% | Trim |
| 13 | GDX | Vaneck Gold Miners ETF | +0.1% | -0.48% | Trim |
| 14 | ORCL | Oracle CORP | +0.1% | — | Unchanged |
| 15 | JMSB | John Marshall Bancorp Inc | +0.1% | +4.32% | Add |
| 16 | VB | Vanguard Small-cap ETF | +0.1% | -1.86% | Add |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | -0.68% | Add |
| 18 | GDXJ | Vaneck Junior Gold Miners | +0.1% | — | Trim |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | -2.38% | Trim |
| 20 | VUG | Vanguard Growth ETF | +0.1% | — | Trim |
| 21 | APH | Amphenol Corp-cl A | +0.1% | -0.28% | Add |
| 22 | GE | General Electric | +0.1% | -0.83% | Add |
| 23 | META | Meta Platforms Inc-class A | 0% | -0.19% | Trim |
| 24 | CAT | Caterpillar Inc | 0% | -2.35% | Add |
| 25 | AUB | Atlantic Union Bankshares Co | 0% | — | Add |
| 26 | MLM | Martin Marietta Materials | 0% | — | Unchanged |
| 27 | IWF | Ishares Russell 1000 Growth | 0% | -0.33% | Trim |
| 28 | PANW | Palo Alto Networks Inc | 0% | +4.01% | Add |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.68% | Trim |
| 30 | SLV | Ishares Silver Trust | 0% | — | Trim |
| 31 | IWM | Ishares Russell 2000 ETF | 0% | -1.22% | Trim |
| 32 | AAPL | Apple Inc | 0% | -2.10% | Trim |
| 33 | IDV | Ishares International Select | 0% | -4.56% | Trim |
| 34 | VO | Vanguard Mid-cap ETF | 0% | -1.99% | Trim |
| 35 | AMZN | Amazon.com Inc | 0% | -2.94% | Trim |
| 36 | UNH | Unitedhealth Group Inc | -0.1% | -1.53% | Trim |
| 37 | BRO | Brown & Brown Inc | -0.1% | — | Unchanged |
| 38 | VYM | Vanguard High Dvd Yield ETF | -0.1% | -2.09% | Trim |
| 39 | IJR | Ishares Core S&p Small-cap E | -0.1% | -2.03% | Trim |
| 40 | LLY | Eli Lilly & Co | -0.1% | -1.25% | Trim |
| 41 | V | Visa Inc-class A Shares | -0.1% | -5.51% | Trim |
| 42 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -10.29% | Trim |
| 43 | IVV | Ishares Core S&p 500 ETF | -0.1% | -3.34% | Trim |
| 44 | JEPI | Jpmorgan Equity Premium Inco | -0.2% | -10.23% | Trim |
| 45 | VOO | Vanguard S&p 500 ETF | -0.4% | -3.25% | Trim |
| 46 | IJH | Ishares Core S&p Midcap ETF | -0.5% | -3.49% | Trim |
| 47 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | -0.6% | -53.59% | Trim |
| 48 | SCHX | Schwab US Large-cap ETF | -1% | -1.43% | Trim |
| 49 | SCHR | Schwab Intermediate-term US | — | NEW | New buy |
| 50 | SD2 | Sandy Spring Bancorp Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Evermay Wealth Management LLC reported a total U.S. public equity portfolio value of $970.9M across 561 disclosed positions in Q3 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 SPTI, SCHX, VOO) accounted for 45.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
SCHR
市值: $709.1K
Top Position Liquidated / Trimmed
SD2
前期市值: $351.4K
During Q3 2025, Evermay Wealth Management LLC's top holdings by market value included SPTI (14.8%)、SCHX (13.5%)、VOO (8.6%). The largest single position, SPTI, represented 14.8% of total portfolio value.
In Q3 2025, Evermay Wealth Management LLC made 46 total portfolio adjustments, initiating 1 new buys, adding to 16 positions, trimming 28 holdings, and fully liquidating 1 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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