EVERMAY WEALTH MANAGEMENT LLC

Est. AUM

$901.8M

13F long equity, this entity only

Positions

592

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$140.9M	4915972	15.62%	SOLE
2	SCHWAB STRATEGIC TR	US LRG CAP ETF	$112.0M	4368968	12.42%	SOLE
3	SPDR SERIES TRUST	STATE STREET SPD	$90.5M	3101110	10.03%	SOLE
4	VANGUARD INDEX FDS	S&P 500 ETF SHS	$70.7M	118344	7.84%	SOLE
5	ISHARES TR	CORE S&P MCP ETF	$40.0M	591793	4.43%	SOLE
6	STATE STR SPDR S&P 500 ETF T	TR UNIT	$34.6M	52993	3.83%	SOLE
7	ISHARES TR	CORE S&P500 ETF	$25.6M	39263	2.84%	SOLE
8	SPDR SERIES TRUST	STATE STREET SPD	$21.7M	283446	2.41%	SOLE
9	SPDR SERIES TRUST	STATE STREET SPD	$19.6M	331194	2.17%	SOLE
10	APPLE INC	COM	$17.7M	69792	1.96%	SOLE
11	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$17.0M	436189	1.88%	SOLE
12	SPDR SERIES TRUST	STATE STREET SPD	$15.5M	321698	1.72%	SOLE
13	ISHARES INC	CORE MSCI EMKT	$14.4M	206596	1.60%	SOLE
14	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$11.9M	80623	1.32%	SOLE
15	BURKE HERBERT FINL SVCS CORP	COM	$11.6M	185765	1.28%	SOLE
16	ISHARES TR	CORE S&P SCP ETF	$11.3M	90726	1.25%	SOLE
17	AMAZON COM INC	COM	$10.7M	51508	1.19%	SOLE
18	VANGUARD INDEX FDS	TOTAL STK MKT	$9.9M	30791	1.10%	SOLE
19	ALPHABET INC	CAP STK CL A	$9.6M	33445	1.07%	SOLE
20	VANGUARD INDEX FDS	MID CAP ETF	$8.7M	30405	0.97%	SOLE
21	JOHN MARSHALL BANCORP INC	COM	$7.1M	349969	0.79%	SOLE
22	MICROSOFT CORP	COM	$6.4M	17357	0.71%	SOLE
23	JPMORGAN CHASE & CO	COM	$5.3M	18021	0.59%	SOLE
24	WISDOMTREE TR	EM EX ST-OWNED	$5.1M	128074	0.57%	SOLE
25	ISHARES TR	0-3 MNTH TREASRY	$4.6M	46131	0.51%	SOLE
26	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$4.2M	74052	0.47%	SOLE
27	VANGUARD INDEX FDS	GROWTH ETF	$3.7M	8555	0.41%	SOLE
28	NVIDIA CORPORATION	COM	$3.7M	21174	0.41%	SOLE
29	ELI LILLY & CO	COM	$3.6M	3863	0.39%	SOLE
30	ISHARES TR	RUSSELL 2000 ETF	$3.5M	14256	0.39%	SOLE
31	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.3M	6846	0.36%	SOLE
32	VANGUARD INDEX FDS	SMALL CP ETF	$3.2M	12123	0.35%	SOLE
33	ISHARES TR	INTL SEL DIV ETF	$3.1M	73727	0.35%	SOLE
34	ISHARES TR	RUS 1000 VAL ETF	$3.1M	14368	0.34%	SOLE
35	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$2.7M	58286	0.30%	SOLE
36	META PLATFORMS INC	CL A	$2.6M	4575	0.29%	SOLE
37	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.5M	39776	0.28%	SOLE
38	VISA INC	COM CL A	$2.5M	8355	0.28%	SOLE
39	BROADCOM INC	COM	$2.4M	7817	0.27%	SOLE
40	VANECK ETF TRUST	GOLD MINERS ETF	$2.4M	25919	0.26%	SOLE
41	ISHARES GOLD TR	SHARES REPRESENT	$2.3M	50141	0.26%	SOLE
42	CATERPILLAR INC	COM	$2.3M	3262	0.26%	SOLE
43	VANGUARD INDEX FDS	VALUE ETF	$2.2M	11289	0.25%	SOLE
44	HOME DEPOT INC	COM	$2.1M	6412	0.23%	SOLE
45	RTX CORPORATION	COM	$2.0M	10554	0.23%	SOLE
46	NEXTERA ENERGY INC	COM	$2.0M	21757	0.22%	SOLE
47	ISHARES TR	MSCI EAFE ETF	$2.0M	20613	0.22%	SOLE
48	ALPHABET INC	CAP STK CL C	$1.9M	6775	0.22%	SOLE
49	EXXON MOBIL CORP	COM	$1.8M	10696	0.20%	SOLE
50	DANAHER CORP DEL	COM	$1.8M	9537	0.20%	SOLE

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.