Evermay Wealth Management LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 27, 2026), Evermay Wealth Management LLC reported 651 stock positions worth $970.9 million. Its top holding was SS SPDR P Int Term TSY ETF (SPTI) at 14.9% of the portfolio, followed by Schwab US Large-Cap ETF (SCHX, 12.5%) and SS SPDR P St Term TSY ETF (SPTS, 10.0%). Compared with Q1 2026, it opened 99 new positions, sold out of 44, added to 148 and reduced 145. The biggest buy was Ste STR SPDR PT S&P 500 ETF (SPYM, shares +15%) and the biggest sale an exit from Burke & Herbert Financial (BHRB).
- Most Recent 13F
- Q2 2026
- Location
- ARLINGTON, VA
- CIK
- 0001066816
- Portfolio Value
- $970.9M (Q2 2026)
- SEC Filing
- 0001066816-26-000005 ↗ filed Jul 27, 2026
Holdings Value
Holdings 651 stocks · $970.9M
| SPTI SS SPDR P Int Term TSY ETF | 14.85% | 5,078,669 | $144.2M | Add +3.3% |
| SCHX Schwab US Large-Cap ETF | 12.53% | 4,135,021 | $121.7M | Reduce -5.3% |
| SPTS SS SPDR P St Term TSY ETF | 10.03% | 3,358,171 | $97.4M | Add +8.3% |
| VOO Vanguard S&P 500 ETF | 7.45% | 105,353 | $72.4M | Reduce -11.0% |
| IJH iShares Core S&P Midcap ETF | 4.24% | 533,317 | $41.1M | Reduce -9.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.94% | 51,102 | $38.3M | Reduce -3.6% |
| IVV iShares Core S&P 500 ETF | 3.12% | 40,432 | $30.3M | Add +3.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.96% | 327,357 | $28.8M | Add +15.5% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 2.58% | 370,105 | $25.0M | Add +11.8% |
| SPSM SS SPDR P S&P 600 Small Cap | 2.08% | 349,702 | $20.2M | Add +8.7% |
| AAPL Apple Inc. | 1.97% | 66,044 | $19.1M | Reduce -5.4% |
| DFAI Dimensional International Co. | 1.97% | 462,789 | $19.1M | Add +6.1% |
| IEMG iShares Core MSCI Emerging | 1.85% | 217,119 | $18.0M | Add +5.1% |
| AMZN Amazon.com Inc. | 1.31% | 53,479 | $12.7M | Add +3.8% |
| IJR iShares Core S&P Small-Cap E | 1.27% | 83,114 | $12.3M | Reduce -8.4% |
| VYM Vanguard High DVD Yield ETF | 1.22% | 75,035 | $11.9M | Reduce -6.9% |
| GOOGL Alphabet Inc. Class A | 1.14% | 31,013 | $11.1M | Reduce -7.3% |
| VTI VG Morningstar TS MKT ETF-US | 1.04% | 27,401 | $10.1M | Reduce -11.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.95% | 114,318 | $9.2M | Reduce -6.0% |
| JMSB John Marshall Bancorp Inc. | 0.79% | 351,149 | $7.7M | Add +0.3% |
| MSFT Microsoft Corp. | 0.65% | 16,981 | $6.3M | Reduce -2.2% |
| JPM JPMorgan Chase & Co. | 0.62% | 18,432 | $6.0M | Add +2.3% |
| VGIT Vanguard Intermediate-Term T | 0.57% | 93,651 | $5.5M | Add +444.0% |
| LLY Eli Lilly & Co. | 0.47% | 3,773 | $4.5M | Reduce -2.3% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.45% | 88,858 | $4.4M | Reduce -30.6% |
| NVDA Nvidia Corp. | 0.44% | 21,493 | $4.3M | Add +1.5% |
| IWM iShares Russell 2000 ETF | 0.43% | 14,010 | $4.2M | Reduce -1.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.42% | 47,422 | $4.1M | Reduce -7.6% |
| CAT Caterpillar Inc. | 0.37% | 3,383 | $3.6M | Add +3.7% |
| JEPI JPMorgan Equity Premium Inco | 0.37% | 63,599 | $3.6M | Reduce -14.1% |
| IWD iShares Russell 1000 Value E | 0.34% | 13,605 | $3.3M | Reduce -5.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.34% | 6,583 | $3.3M | Reduce -3.8% |
| AVGO Broadcom Inc. | 0.32% | 8,151 | $3.1M | Add +4.3% |
| V Visa Inc. Class A | 0.29% | 8,240 | $2.8M | Reduce -1.4% |
| PJAN Innovator U.S. Equity Power | 0.29% | 56,881 | $2.8M | Reduce -2.4% |
| IDV iShares International Select | 0.29% | 67,767 | $2.8M | Reduce -8.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.27% | 8,656 | $2.6M | Reduce -28.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.26% | 11,536 | $2.5M | Add +2.2% |
| VGSH Vanguard Short-Term Treasury | 0.25% | 42,491 | $2.5M | Add +573.9% |
| VEA Vanguard Ftse Developed ETF | 0.25% | 34,574 | $2.5M | Reduce -13.1% |
| MRK Merck & Co. Inc. | 0.24% | 18,218 | $2.4M | Add +30.9% |
| AMAT Applied Materials Inc. | 0.24% | 3,251 | $2.4M | Add +8.3% |
| NEE Nextera Energy Inc. | 0.23% | 25,859 | $2.3M | Add +18.9% |
| GOOG Alphabet Inc. Class C | 0.23% | 6,340 | $2.2M | Reduce -6.4% |
| META Meta Platforms Inc. Class A | 0.22% | 3,840 | $2.2M | Reduce -16.1% |
| IAUM iShares Gold Trust Micro | 0.22% | 53,864 | $2.2M | Add +7.4% |
| IWF iShares Russell 1000 Growth | 0.22% | 16,824 | $2.1M | No change |
| EFA iShares MSCI Eafe ETF | 0.20% | 19,046 | $2.0M | Reduce -7.6% |
| GDX Vaneck Gold Miners ETF | 0.20% | 25,838 | $1.9M | Reduce -0.3% |
| SGOV iShares 0-3 Month Treasury B | 0.19% | 18,318 | $1.8M | Reduce -60.3% |
| XOM Exxon Mobil Corp. | 0.18% | 13,100 | $1.8M | Add +22.5% |
| MLM Martin Marietta Materials | 0.18% | 3,001 | $1.7M | No change |
| COST Costco Wholesale Corp. | 0.18% | 1,849 | $1.7M | Add +3.4% |
| HD Home Depot Inc. | 0.17% | 4,626 | $1.6M | Reduce -27.9% |
| DHR Danaher Corp. | 0.17% | 8,530 | $1.6M | Reduce -10.6% |
| SCHF Schwab Intl Equity ETF | 0.17% | 58,688 | $1.6M | Add +1.0% |
| LRCX Lam Research Corp. | 0.17% | 3,720 | $1.6M | Add +5.1% |
| GE General Electric filed as GE AEROSPACE | 0.16% | 4,277 | $1.6M | Add +27.7% |
| PAPR Innovator U.S. Equity Power | 0.16% | 37,588 | $1.6M | Reduce -0.6% |
| SCHR Schwab Intermediate-Term US | 0.16% | 63,377 | $1.6M | Add +103.9% |
| APH Amphenol Corp. Class A | 0.16% | 8,687 | $1.5M | Reduce -1.9% |
| PANW Palo Alto Networks Inc. | 0.16% | 4,463 | $1.5M | Reduce -30.6% |
| AXP American Express Co. | 0.15% | 4,340 | $1.5M | Add +6.6% |
| RTX RTX Corp. | 0.15% | 7,650 | $1.5M | Reduce -27.5% |
| CSCO Cisco Systems Inc. | 0.15% | 12,055 | $1.4M | Reduce -5.5% |
| ABBV Abbvie Inc. | 0.14% | 5,542 | $1.4M | Reduce -13.3% |
| JNJ Johnson & Johnson | 0.14% | 5,479 | $1.4M | Add +6.2% |
| RSP Invesco S&P 500 Equal Weight | 0.14% | 6,442 | $1.4M | Reduce -2.3% |
| YUM Yum! Brands Inc. | 0.14% | 8,248 | $1.3M | Reduce -2.4% |
| ROK Rockwell Automation Inc. | 0.14% | 2,649 | $1.3M | Add +65.9% |
| SLV iShares Silver Trust | 0.13% | 24,198 | $1.3M | Reduce -2.7% |
| VWO Vanguard Ftse Emerging Marke | 0.13% | 21,550 | $1.3M | Reduce -20.0% |
| MCO Moody's Corp. | 0.13% | 2,768 | $1.3M | Add +0.9% |
| MCD McDonald's Corp. | 0.13% | 4,565 | $1.2M | Reduce -7.5% |
| IAU iShares Gold Trust | 0.13% | 16,329 | $1.2M | Reduce -1.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.13% | 8,105 | $1.2M | Add +6.5% |
| PMAY Innovator U.S. Equity Power | 0.12% | 29,000 | $1.2M | No change |
| APD Air Products & Chemicals Inc. | 0.12% | 3,950 | $1.2M | Add +61.8% |
| NOC Northrop Grumman Corp. | 0.12% | 2,222 | $1.1M | Reduce -1.4% |
| ETN Eaton Corp. PLC | 0.12% | 2,648 | $1.1M | Add +44.6% |
| MAR Marriott International Class A | 0.12% | 3,040 | $1.1M | Add +2.2% |
| DUK Duke Energy Corp. | 0.11% | 8,766 | $1.1M | Reduce -0.7% |
| SCHB Schwab US Broad Market ETF | 0.11% | 38,193 | $1.1M | Reduce -1.8% |
| NSC Norfolk Southern Corp. | 0.11% | 3,505 | $1.1M | No change |
| GDXJ Vaneck Junior Gold Miners | 0.11% | 11,174 | $1.1M | Reduce -1.6% |
| MNST Monster Beverage Corp. | 0.11% | 11,244 | $1.1M | Add +26.3% |
| BRO Brown & Brown Inc. | 0.11% | 16,495 | $1.1M | No change |
| PG The Procter & Gamble Co. | 0.11% | 7,204 | $1.1M | Reduce -4.8% |
| AUB Atlantic Union Bankshares Co. | 0.11% | 24,768 | $1.0M | Reduce -1.1% |
| AMGN Amgen Inc. | 0.11% | 2,873 | $1.0M | Add +2.2% |
| ACGL Arch Capital Group Ltd. | 0.11% | 10,666 | $1.0M | No change |
| MKC.V McCormick & Co. Inc. VTG Com | 0.10% | 20,080 | $1.0M | No change |
| CVX Chevron Corp. | 0.10% | 6,070 | $1.0M | Add +51.4% |
| PEP Pepsico Inc. | 0.10% | 7,404 | $1.0M | Reduce -3.2% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.10% | 2,701 | $988K | Add +2.9% |
| IUSV iShares Core S&P U.S. Value | 0.10% | 8,720 | $961K | Reduce -0.2% |
| MA Mastercard Inc. Class A | 0.09% | 1,784 | $916K | Add +2.1% |
| BNL Broadstone Net Lease Inc. | 0.09% | 43,767 | $906K | Reduce -0.5% |
| LEU Centrus Energy Corp. Class A | 0.09% | 5,175 | $869K | No change |
| EPD Enterprise Products Partners | 0.09% | 23,445 | $862K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| BHRB Burke & Herbert Financial SE | Sold out | 0.00% | −1.28 |
| VOO Vanguard S&P 500 ETF | Reduce -11.0% | 7.45% | −0.39 |
| SGOV iShares 0-3 Month Treasury B | Reduce -60.3% | 0.19% | −0.32 |
| IJH iShares Core S&P Midcap ETF | Reduce -9.9% | 4.24% | −0.19 |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | Reduce -30.6% | 0.45% | −0.12 |
| VYM Vanguard High DVD Yield ETF | Reduce -6.9% | 1.22% | −0.10 |
| JEPI JPMorgan Equity Premium Inco | Reduce -14.1% | 0.37% | −0.10 |
| SCHO Schwab Short-Term US Treas | Reduce -70.0% | 0.03% | −0.09 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -28.6% | 0.27% | −0.08 |
| RTX RTX Corp. | Reduce -27.5% | 0.15% | −0.08 |
| META Meta Platforms Inc. Class A | Reduce -16.1% | 0.22% | −0.07 |
| HD Home Depot Inc. | Reduce -27.9% | 0.17% | −0.07 |
| GDX Vaneck Gold Miners ETF | Reduce -0.3% | 0.20% | −0.06 |
| MSFT Microsoft Corp. | Reduce -2.2% | 0.65% | −0.06 |
| IDV iShares International Select | Reduce -8.1% | 0.29% | −0.06 |
| SLV iShares Silver Trust | Reduce -2.7% | 0.13% | −0.05 |
| NOC Northrop Grumman Corp. | Reduce -1.4% | 0.12% | −0.05 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -11.0% | 1.04% | −0.05 |
| SYK Stryker Corp. | Reduce -36.5% | 0.06% | −0.05 |
| LMT Lockheed Martin Corp. | Reduce -53.0% | 0.03% | −0.05 |
| MCD McDonald's Corp. | Reduce -7.5% | 0.13% | −0.04 |
| NFLX Netflix Inc. | Reduce -8.2% | 0.07% | −0.04 |
| NOW ServiceNow Inc. | Reduce -79.4% | 0.01% | −0.04 |
| KMI Kinder Morgan Inc. | Reduce -25.8% | 0.07% | −0.04 |
| GDXJ Vaneck Junior Gold Miners | Reduce -1.6% | 0.11% | −0.04 |
| ICE Intercontinental Exchange Inc. | Reduce -19.9% | 0.05% | −0.04 |
| IAU iShares Gold Trust | Reduce -1.7% | 0.13% | −0.04 |
| DHR Danaher Corp. | Reduce -10.6% | 0.17% | −0.03 |
| HON Honeywell International Inc. | Reduce -0.7% | 0.03% | −0.03 |
| ESGV Vanguard ESG US Stock ETF | Sold out | 0.00% | −0.03 |
| VWO Vanguard Ftse Emerging Marke | Reduce -20.0% | 0.13% | −0.03 |
| VEA Vanguard Ftse Developed ETF | Reduce -13.1% | 0.25% | −0.03 |
| PEP Pepsico Inc. | Reduce -3.2% | 0.10% | −0.03 |
| ORCL Oracle Corp. | Reduce -27.8% | 0.05% | −0.03 |
| CRM Salesforce Inc. | Reduce -25.6% | 0.04% | −0.03 |
| KNSL Kinsale Capital Group Inc. | Reduce -60.3% | 0.01% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.8% | 0.34% | −0.02 |
| ROP Roper Technologies Inc. | Reduce -39.3% | 0.02% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -6.0% | 0.95% | −0.02 |
| DHI D.R. Horton Inc. | Reduce -33.5% | 0.05% | −0.02 |
| EFA iShares MSCI Eafe ETF | Reduce -7.6% | 0.20% | −0.02 |
| VXF Vanguard Extended Market ETF | Reduce -35.5% | 0.04% | −0.02 |
| ACN Accenture PLC Class A | Reduce -2.3% | 0.02% | −0.02 |
| LDOS Leidos Holdings Inc. | Reduce -66.5% | 0.00% | −0.02 |
| J Jacobs Solutions Inc. | Reduce -57.2% | 0.01% | −0.01 |
| DUK Duke Energy Corp. | Reduce -0.7% | 0.11% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -4.8% | 0.11% | −0.01 |
| LH Labcorp Holdings Inc. | Reduce -12.5% | 0.07% | −0.01 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Sold out | 0.00% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -20.6% | 0.06% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +15.5% | 2.96% | +0.56 |
| VGIT Vanguard Intermediate-Term T | Add +444.0% | 0.57% | +0.46 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +11.8% | 2.58% | +0.40 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +8.7% | 2.08% | +0.35 |
| IVV iShares Core S&P 500 ETF | Add +3.0% | 3.12% | +0.28 |
| IEMG iShares Core MSCI Emerging | Add +5.1% | 1.85% | +0.26 |
| VGSH Vanguard Short-Term Treasury | Add +573.9% | 0.25% | +0.21 |
| AMAT Applied Materials Inc. | Add +8.3% | 0.24% | +0.13 |
| AMZN Amazon.com Inc. | Add +3.8% | 1.31% | +0.12 |
| CAT Caterpillar Inc. | Add +3.7% | 0.37% | +0.11 |
| DFAI Dimensional International Co. | Add +6.1% | 1.97% | +0.08 |
| LRCX Lam Research Corp. | Add +5.1% | 0.17% | +0.08 |
| SCHR Schwab Intermediate-Term US | Add +103.9% | 0.16% | +0.08 |
| ROK Rockwell Automation Inc. | Add +65.9% | 0.14% | +0.07 |
| GE General Electric | Add +27.7% | 0.16% | +0.06 |
| MRK Merck & Co. Inc. | Add +30.9% | 0.24% | +0.06 |
| IEFA iShares Core MSCI Eafe ETF | Add +230.2% | 0.08% | +0.05 |
| AVGO Broadcom Inc. | Add +4.3% | 0.32% | +0.05 |
| ETN Eaton Corp. PLC | Add +44.6% | 0.12% | +0.04 |
| APD Air Products & Chemicals Inc. | Add +61.8% | 0.12% | +0.04 |
| MNST Monster Beverage Corp. | Add +26.3% | 0.11% | +0.04 |
| MRVL Marvell Technology Inc. | New | 0.03% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +2.3% | 0.62% | +0.03 |
| NVDA Nvidia Corp. | Add +1.5% | 0.44% | +0.03 |
| AMD Advanced Micro Devices | Add +262.6% | 0.04% | +0.03 |
| VONV Vanguard Russell 1000 Value | New | 0.03% | +0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +623.5% | 0.03% | +0.03 |
| JCI Johnson Controls Internation | Add +1315.2% | 0.03% | +0.03 |
| UNP Union Pacific Corp. | Add +51.9% | 0.07% | +0.03 |
| GEV GE Vernova Inc. | Add +19.4% | 0.07% | +0.02 |
| T AT&T Inc. | Add +327.1% | 0.04% | +0.02 |
| PH Parker Hannifin Corp. | Add +46.2% | 0.07% | +0.02 |
| ANET Arista Networks Inc. | Add +23.2% | 0.06% | +0.02 |
| VZ Verizon Communications Inc. | Add +206.7% | 0.03% | +0.02 |
| INTC Intel Corp. | Add +35.6% | 0.02% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +24.4% | 0.05% | +0.02 |
| PSA Public Storage | Add +90.4% | 0.03% | +0.02 |
| AXP American Express Co. | Add +6.6% | 0.15% | +0.01 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +2.9% | 0.10% | +0.01 |
| EFG iShares MSCI Eafe Growth ETF | Add +426.9% | 0.02% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +2.2% | 0.26% | +0.01 |
| DE Deere & Co. | Add +52.5% | 0.03% | +0.01 |
| CVX Chevron Corp. | Add +51.4% | 0.10% | +0.01 |
| CBOE Cboe Global Markets Inc. | Add +92.6% | 0.03% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | Add +1250.0% | 0.01% | +0.01 |
| NEE Nextera Energy Inc. | Add +18.9% | 0.23% | +0.01 |
| PNC PNC Financial Services Group | Add +266.7% | 0.01% | +0.01 |
| IBM Intl Business Machines Corp. | Add +5.3% | 0.08% | +0.01 |
| AFL Aflac Inc. | New | 0.01% | +0.01 |
| SPEM State Street SP PTF Em ETF | Add +539.7% | 0.01% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 651 | $970.9M | SPTI, SCHX, SPTS, VOO, IJH |
| Q1 2026 | 594 | $902.1M | SPTI, SCHX, SPTS, VOO, IJH |
| Q4 2025 | 570 | $891.2M | SPTI, SCHX, SPTS, VOO, IJH |
| Q3 2025 | 558 | $874.5M | SPTI, SCHX, VOO, SPTS, IJH |
| Q2 2025 | 571 | $812.5M | SPTI, SCHX, VOO, SPTS, IJH |
| Q1 2025 | 579 | $761.5M | SCHX, SPTI, VOO, SPTS, IJH |
| Q4 2024 | 573 | $660.3M | SCHX, VOO, IJH, SPY, SPTI |
| Q3 2024 | 586 | $622.2M | SCHX, VOO, IJH, SPY, IVV |
| Q2 2024 | 606 | $623.5M | SCHX, VOO, IJH, SPY, IVV |
| Q1 2024 | 609 | $662.1M | SCHX, VOO, IJH, SCHO, SGOV |