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CIK: 0001066816
Total reported value
$970.9M
$970.9M
571 檔
46.3%
At the close of Q4 2025, Evermay Wealth Management LLC disclosed equity holdings valued at approximately $970.9M, spread across 571 reported holdings.
In Q4 2025, Evermay Wealth Management LLC adopted a defensive or profit-taking posture, trimming 30 positions and completely liquidating 0 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including SPTI, SCHX, SPTS) accounted for 46.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
MNST
市值: $696.0K
Top Position Liquidated / Trimmed
SCHX
前期市值: $118.0M
Showing top 200 holdings (of 571 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 15.03% | -0.77% | +3.99% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 13.39% | +0.11% | -0.98% | |
| 3 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 8.94% | — | +5.83% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.50% | -0.39% | -1.64% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.54% | -0.19% | -1.98% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.11% | +0.11% | -0.44% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.06% | +0.28% | -3.38% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.23% | +0.56% | +2.80% | |
| 9 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.99% | +0.41% | +6.80% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.74% | +0.01% | -1.58% | |
| 11 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.61% | +0.36% | +3.75% | |
| 12 | DFAI | Dimensional International Co | ETF-Other | 1.57% | +0.09% | +12.64% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.49% | +0.25% | +30.46% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.33% | -0.10% | -2.74% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.32% | +0.12% | -13.94% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.26% | -0.06% | -2.40% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.25% | +0.02% | -1.72% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.19% | +0.07% | -2.90% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.03% | -0.02% | -1.55% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.93% | -0.06% | -2.65% | |
| 21 | JMSB | John Marshall Bancorp Inc | Stock-Other | 0.78% | — | — | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.66% | +0.03% | -2.23% | |
| 23 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.59% | -0.12% | -31.33% | |
| 24 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.57% | -0.32% | +27.52% | |
| 25 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.49% | -0.10% | -14.95% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.46% | +0.08% | +1.99% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.45% | +0.03% | +1.04% | |
| 28 | VUG | Vanguard Growth ETF | ETF-Other | 0.42% | +0.01% | +3.54% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.40% | +0.04% | -3.42% | |
| 30 | IDV | Ishares International Select | ETF-Other | 0.40% | -0.06% | -14.95% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.39% | -0.02% | -4.89% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-Other | 0.37% | -0.08% | -0.56% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.34% | -0.07% | -5.87% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.34% | +0.01% | -0.56% | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.33% | — | -0.69% | |
| 36 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.31% | -0.01% | -8.60% | |
| 37 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.30% | -0.06% | -17.76% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.29% | +0.05% | -2.11% | |
| 39 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 0.29% | -0.04% | -11.19% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.27% | -0.03% | -0.37% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.26% | -0.06% | -1.32% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.26% | -0.02% | -11.33% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.25% | +0.01% | -0.64% | |
| 44 | VTV | Vanguard Value ETF | ETF-Other | 0.25% | +0.01% | -2.57% | |
| 45 | DHR | Danaher CORP | Stock-Healthcare | 0.24% | -0.03% | -9.50% | |
| 46 | SLV | Ishares Silver Trust | ETF-Commodities | 0.23% | -0.06% | -6.89% | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.22% | +0.02% | — | |
| 48 | RTX | Rtx CORP | Stock-Industrials | 0.22% | -0.08% | -0.33% | |
| 49 | MLM | Martin Marietta Materials | Stock-Materials | 0.21% | -0.02% | — | |
| 50 | CAT | Caterpillar Inc | Stock-Industrials | 0.21% | +0.11% | +29.34% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEMG | Ishares Core Msci Emerging | +0.4% | +30.46% | Add |
| 2 | SPTS | Ss Spdr P St Term Tsy ETF | +0.3% | +5.83% | Add |
| 3 | SPTI | Ss Spdr P Int Term Tsy ETF | +0.3% | +3.99% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.2% | -2.90% | Trim |
| 5 | DFAI | Dimensional International Co | +0.2% | +12.64% | Add |
| 6 | LLY | Eli Lilly & Co | +0.1% | +1.99% | Add |
| 7 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +27.52% | Add |
| 8 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.1% | +6.80% | Add |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +2.80% | Add |
| 10 | CAT | Caterpillar Inc | +0.1% | +29.34% | Add |
| 11 | SLV | Ishares Silver Trust | +0.1% | -6.89% | Trim |
| 12 | AAPL | Apple Inc | +0.1% | -1.58% | Trim |
| 13 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | +3.75% | Add |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | -0.64% | Trim |
| 15 | VGIT | Vanguard Intermediate-term T | 0% | +6027.72% | Add |
| 16 | AUB | Atlantic Union Bankshares Co | 0% | +70.82% | Add |
| 17 | CRM | Salesforce Inc | 0% | +30.47% | Add |
| 18 | CDNS | Cadence Design Sys Inc | 0% | +167.61% | Add |
| 19 | MAR | Marriott International -cl A | 0% | +1.59% | Add |
| 20 | MRK | Merck & Co. Inc. | 0% | -8.42% | Trim |
| 21 | VUG | Vanguard Growth ETF | 0% | +3.54% | Add |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | -0.44% | Trim |
| 23 | COST | Costco Wholesale CORP | 0% | -6.20% | Trim |
| 24 | ROP | Roper Technologies Inc | 0% | -31.31% | Trim |
| 25 | NFLX | Netflix Inc | 0% | +989.83% | Add |
| 26 | LH | Labcorp Holdings Inc | 0% | -12.81% | Trim |
| 27 | BRO | Brown & Brown Inc | 0% | — | Unchanged |
| 28 | GDX | Vaneck Gold Miners ETF | 0% | -17.76% | Trim |
| 29 | EFA | Ishares Msci Eafe ETF | 0% | -11.33% | Trim |
| 30 | DUK | Duke Energy CORP | 0% | -10.71% | Trim |
| 31 | PJAN | Innovator U.s. Equity Power | 0% | -8.60% | Trim |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -4.89% | Trim |
| 33 | CMG | Chipotle Mexican Grill Inc | 0% | -70.97% | Trim |
| 34 | LEU | Centrus Energy Corp-class A | 0% | — | Unchanged |
| 35 | IDV | Ishares International Select | 0% | -14.95% | Trim |
| 36 | HD | Home Depot Inc | -0.1% | -1.32% | Trim |
| 37 | UNH | Unitedhealth Group Inc | -0.1% | -53.80% | Trim |
| 38 | SNPS | Synopsys Inc | -0.1% | -44.23% | Trim |
| 39 | VO | Vanguard Mid-cap ETF | -0.1% | -1.55% | Trim |
| 40 | ORCL | Oracle CORP | -0.1% | -2.79% | Trim |
| 41 | META | Meta Platforms Inc-class A | -0.1% | -5.87% | Trim |
| 42 | JEPI | Jpmorgan Equity Premium Inco | -0.1% | -14.95% | Trim |
| 43 | SCHX | Schwab US Large-cap ETF | -0.1% | -0.98% | Trim |
| 44 | IVV | Ishares Core S&p 500 ETF | -0.1% | -3.38% | Trim |
| 45 | MSFT | Microsoft CORP | -0.1% | -2.65% | Trim |
| 46 | VOO | Vanguard S&p 500 ETF | -0.1% | -1.64% | Trim |
| 47 | IJH | Ishares Core S&p Midcap ETF | -0.1% | -1.98% | Trim |
| 48 | AMZN | Amazon.com Inc | -0.2% | -13.94% | Trim |
| 49 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | -0.3% | -31.33% | Trim |
| 50 | MNST | Monster Beverage CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Evermay Wealth Management LLC reported a total U.S. public equity portfolio value of $970.9M across 571 disclosed positions in Q4 2025.
During Q4 2025, Evermay Wealth Management LLC's top holdings by market value included SPTI (15.0%)、SCHX (13.4%)、SPTS (8.9%). The largest single position, SPTI, represented 15.0% of total portfolio value.
In Q4 2025, Evermay Wealth Management LLC made 48 total portfolio adjustments, initiating 1 new buys, adding to 17 positions, trimming 30 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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