Evermay Wealth Management LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 24, 2025), Evermay Wealth Management LLC reported 573 stock positions worth $660.3 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 17.9% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 11.1%) and iShares Core S&P Midcap ETF (IJH, 6.5%). Compared with Q3 2024, it opened 29 new positions, sold out of 42, added to 62 and reduced 175. The biggest buy was a new position in SS SPDR P Int Term TSY ETF (SPTI) and the biggest sale Schwab US Large-Cap ETF (SCHX, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- ARLINGTON, VA
- CIK
- 0001066816
- Portfolio Value
- $660.3M (Q4 2024)
- SEC Filing
- 0001066816-25-000001 ↗ filed Jan 24, 2025
Holdings Value
Holdings 573 stocks · $660.3M
| SCHX Schwab US Large-Cap ETF | 17.86% | 5,087,575 | $117.9M | Reduce -1.1% |
| VOO Vanguard S&P 500 ETF | 11.05% | 135,468 | $73.0M | Reduce -1.8% |
| IJH iShares Core S&P Midcap ETF | 6.53% | 691,479 | $43.1M | Reduce -2.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.98% | 55,887 | $32.9M | Reduce -2.1% |
| SPTI SS SPDR P Int Term TSY ETF | 4.68% | 1,108,327 | $30.9M | New |
| IVV iShares Core S&P 500 ETF | 4.31% | 48,295 | $28.4M | Reduce -4.4% |
| AAPL Apple Inc. | 2.24% | 58,940 | $14.8M | Reduce -1.5% |
| IJR iShares Core S&P Small-Cap E | 1.83% | 104,806 | $12.1M | Reduce -0.8% |
| VTI VG Morningstar TS MKT ETF-US | 1.75% | 39,906 | $11.6M | Reduce -2.9% |
| VYM Vanguard High DVD Yield ETF | 1.73% | 89,594 | $11.4M | Reduce -1.5% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.72% | 207,742 | $11.4M | Add +47.1% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.68% | 247,312 | $11.1M | Add +22.5% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 1.54% | 334,120 | $10.2M | Add +8.7% |
| SPTS SS SPDR P St Term TSY ETF | 1.48% | 337,781 | $9.8M | New |
| AMZN Amazon.com Inc. | 1.46% | 43,799 | $9.6M | Reduce -2.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.28% | 31,997 | $8.5M | Reduce -0.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.24% | 118,628 | $8.2M | Add +19.4% |
| MSFT Microsoft Corp. | 1.16% | 18,115 | $7.6M | Reduce -3.2% |
| GOOGL Alphabet Inc. Class A | 1.04% | 36,391 | $6.9M | Reduce -1.5% |
| JMSB John Marshall Bancorp Inc. | 1.02% | 333,980 | $6.7M | No change |
| JEPI JPMorgan Equity Premium Inco | 0.91% | 104,244 | $6.0M | Reduce -2.0% |
| SGOV iShares 0-3 Month Treasury B | 0.75% | 49,622 | $5.0M | Reduce -9.9% |
| JPM JPMorgan Chase & Co. | 0.73% | 19,983 | $4.8M | Reduce -2.4% |
| EFA iShares MSCI Eafe ETF | 0.62% | 53,804 | $4.1M | Reduce -8.2% |
| IDV iShares International Select | 0.57% | 138,287 | $3.8M | Reduce -0.3% |
| IWM iShares Russell 2000 ETF | 0.56% | 16,619 | $3.7M | Reduce -8.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.53% | 7,770 | $3.5M | Reduce -0.4% |
| IAU iShares Gold Trust | 0.53% | 70,804 | $3.5M | Reduce -0.3% |
| V Visa Inc. Class A | 0.48% | 9,947 | $3.1M | Reduce -3.2% |
| LLY Eli Lilly & Co. | 0.47% | 4,013 | $3.1M | Reduce -0.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.46% | 7,459 | $3.1M | Reduce -3.4% |
| PJAN Innovator U.S. Equity Power | 0.46% | 71,499 | $3.0M | Reduce -1.1% |
| IWD iShares Russell 1000 Value E | 0.44% | 15,637 | $2.9M | No change |
| META Meta Platforms Inc. Class A | 0.43% | 4,884 | $2.9M | Reduce -2.4% |
| NVDA Nvidia Corp. | 0.42% | 20,769 | $2.8M | Add +0.7% |
| DFAI Dimensional International Co. | 0.41% | 93,461 | $2.7M | Add +91.4% |
| HD Home Depot Inc. | 0.41% | 7,014 | $2.7M | Reduce -2.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.37% | 10,267 | $2.5M | Reduce -4.6% |
| DHR Danaher Corp. | 0.37% | 10,707 | $2.5M | Reduce -4.0% |
| VEA Vanguard Ftse Developed ETF | 0.35% | 47,787 | $2.3M | Reduce -0.7% |
| SCHO Schwab Short-Term US Treas | 0.34% | 94,296 | $2.3M | Add +15.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.31% | 12,262 | $2.1M | Add +0.9% |
| AVGO Broadcom Inc. | 0.30% | 8,456 | $2.0M | Reduce -3.7% |
| BRO Brown & Brown Inc. | 0.26% | 16,980 | $1.7M | No change |
| NEE Nextera Energy Inc. | 0.26% | 23,977 | $1.7M | Reduce -0.4% |
| IWF iShares Russell 1000 Growth | 0.26% | 4,270 | $1.7M | No change |
| COST Costco Wholesale Corp. | 0.26% | 1,864 | $1.7M | Reduce -10.2% |
| ICF iShares Select U.S. REIT ETF | 0.26% | 28,212 | $1.7M | Reduce -32.8% |
| AGG iShares Core U.S. Aggregate | 0.26% | 17,408 | $1.7M | Reduce -22.1% |
| MCD McDonald's Corp. | 0.26% | 5,808 | $1.7M | Reduce -1.5% |
| MRK Merck & Co. Inc. | 0.25% | 16,449 | $1.6M | Reduce -9.1% |
| VWO Vanguard Ftse Emerging Marke | 0.24% | 36,292 | $1.6M | Reduce -0.8% |
| PEP Pepsico Inc. | 0.24% | 10,200 | $1.6M | Reduce -8.9% |
| MLM Martin Marietta Materials | 0.23% | 3,001 | $1.6M | No change |
| MKC.V McCormick & Co. Inc. VTG Com | 0.23% | 20,080 | $1.5M | New |
| RSP Invesco S&P 500 Equal Weight | 0.22% | 8,440 | $1.5M | No change |
| GDX Vaneck Gold Miners ETF | 0.21% | 41,427 | $1.4M | No change |
| ABBV Abbvie Inc. | 0.20% | 7,482 | $1.3M | Reduce -0.7% |
| GOOG Alphabet Inc. Class C | 0.20% | 6,868 | $1.3M | No change |
| MCO Moody's Corp. | 0.20% | 2,742 | $1.3M | No change |
| DUK Duke Energy Corp. | 0.19% | 11,919 | $1.3M | Add +9.6% |
| YUM Yum! Brands Inc. | 0.19% | 9,544 | $1.3M | Reduce -1.9% |
| SCHB Schwab US Broad Market ETF | 0.19% | 55,622 | $1.3M | Reduce -2.4% |
| RTX RTX Corp. | 0.19% | 10,894 | $1.3M | Add +0.3% |
| SCHF Schwab Intl Equity ETF | 0.19% | 67,533 | $1.2M | Reduce -4.4% |
| XOM Exxon Mobil Corp. | 0.19% | 11,365 | $1.2M | Reduce -2.8% |
| PG The Procter & Gamble Co. | 0.18% | 7,202 | $1.2M | Reduce -0.8% |
| UNH Unitedhealth Group Inc. | 0.18% | 2,384 | $1.2M | Reduce -5.1% |
| IUSV iShares Core S&P U.S. Value | 0.18% | 12,976 | $1.2M | Reduce -0.1% |
| AXP American Express Co. | 0.18% | 4,041 | $1.2M | No change |
| SYK Stryker Corp. | 0.18% | 3,227 | $1.2M | No change |
| JNJ Johnson & Johnson | 0.17% | 7,692 | $1.1M | Reduce -9.7% |
| IEMG iShares Core MSCI Emerging | 0.17% | 21,255 | $1.1M | Add +5.2% |
| PAPR Innovator U.S. Equity Power | 0.16% | 29,660 | $1.1M | No change |
| LH Labcorp Holdings Inc. | 0.16% | 4,665 | $1.1M | Reduce -5.0% |
| NSC Norfolk Southern Corp. | 0.16% | 4,470 | $1.0M | Reduce -2.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.15% | 8,420 | $1.0M | No change |
| ACGL Arch Capital Group Ltd. | 0.15% | 10,666 | $985K | No change |
| CSCO Cisco Systems Inc. | 0.14% | 16,133 | $955K | Reduce -0.2% |
| MAR Marriott International Class A | 0.14% | 3,415 | $953K | Add +1.1% |
| ETN Eaton Corp. PLC | 0.14% | 2,855 | $947K | Reduce -7.2% |
| SLV iShares Silver Trust | 0.14% | 35,816 | $943K | Reduce -0.2% |
| KMI Kinder Morgan Inc. | 0.14% | 34,323 | $940K | Reduce -3.7% |
| NOC Northrop Grumman Corp. | 0.14% | 1,971 | $925K | Reduce -2.5% |
| CAT Caterpillar Inc. | 0.13% | 2,428 | $881K | Add +42.7% |
| ORCL Oracle Corp. | 0.13% | 5,279 | $880K | Add +0.1% |
| CRM Salesforce Inc. | 0.13% | 2,611 | $874K | Reduce -3.8% |
| ADP Automatic Data Processing | 0.13% | 2,950 | $867K | Add +0.6% |
| PMAY Innovator U.S. Equity Power | 0.13% | 24,073 | $864K | No change |
| PANW Palo Alto Networks Inc. | 0.13% | 4,738 | $862K | Reduce -2.8% |
| NOW ServiceNow Inc. | 0.13% | 809 | $858K | Add +2.3% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.12% | 2,935 | $822K | Reduce -0.6% |
| BNL Broadstone Net Lease Inc. | 0.12% | 50,155 | $798K | Add +2.0% |
| GDXJ Vaneck Junior Gold Miners | 0.12% | 18,409 | $787K | Reduce -5.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.12% | 3,964 | $786K | Reduce -42.0% |
| EPD Enterprise Products Partners | 0.12% | 24,639 | $773K | Add +0.1% |
| SNPS Synopsys Inc. | 0.12% | 1,573 | $763K | Reduce -11.4% |
| ACN Accenture PLC Class A | 0.12% | 2,161 | $760K | Reduce -6.4% |
| ICE Intercontinental Exchange Inc. | 0.11% | 5,072 | $756K | Add +2.5% |
| APD Air Products & Chemicals Inc. | 0.11% | 2,556 | $741K | Reduce -4.8% |
Portfolio Sells Q3 2024 → Q4 2024
| SCHX Schwab US Large-Cap ETF | Reduce -1.1% | 17.86% | −0.84 |
| VOO Vanguard S&P 500 ETF | Reduce -1.8% | 11.05% | −0.68 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.5% | 6.53% | −0.58 |
| IVV iShares Core S&P 500 ETF | Reduce -4.4% | 4.31% | −0.38 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.1% | 4.98% | −0.31 |
| KXI iShares Global Consumer Stap | Reduce -98.7% | 0.00% | −0.25 |
| ICF iShares Select U.S. REIT ETF | Reduce -32.8% | 0.26% | −0.19 |
| EFA iShares MSCI Eafe ETF | Reduce -8.2% | 0.62% | −0.17 |
| PICK iShares MSCI Global Metals & | Reduce -66.8% | 0.06% | −0.17 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.8% | 1.83% | −0.16 |
| VYM Vanguard High DVD Yield ETF | Reduce -1.5% | 1.73% | −0.14 |
| SGOV iShares 0-3 Month Treasury B | Reduce -9.9% | 0.75% | −0.14 |
| MSFT Microsoft Corp. | Reduce -3.2% | 1.16% | −0.14 |
| DHR Danaher Corp. | Reduce -4.0% | 0.37% | −0.13 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.9% | 1.75% | −0.12 |
| AGG iShares Core U.S. Aggregate | Reduce -22.1% | 0.26% | −0.11 |
| LLY Eli Lilly & Co. | Reduce -0.7% | 0.47% | −0.11 |
| JEPI JPMorgan Equity Premium Inco | Reduce -2.0% | 0.91% | −0.10 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -42.0% | 0.12% | −0.10 |
| IDV iShares International Select | Reduce -0.3% | 0.57% | −0.10 |
| IWM iShares Russell 2000 ETF | Reduce -8.8% | 0.56% | −0.09 |
| MRK Merck & Co. Inc. | Reduce -9.1% | 0.25% | −0.08 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.1% | 1.28% | −0.08 |
| PEP Pepsico Inc. | Reduce -8.9% | 0.24% | −0.07 |
| NEE Nextera Energy Inc. | Reduce -0.4% | 0.26% | −0.07 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.7% | 0.35% | −0.06 |
| HD Home Depot Inc. | Reduce -2.4% | 0.41% | −0.06 |
| AMAT Applied Materials Inc. | Reduce -21.7% | 0.08% | −0.05 |
| JNJ Johnson & Johnson | Reduce -9.7% | 0.17% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -5.1% | 0.18% | −0.05 |
| MPC Marathon Petroleum Corp. | Sold out | 0.00% | −0.05 |
| SCHF Schwab Intl Equity ETF | Reduce -4.4% | 0.19% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.4% | 0.53% | −0.04 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.8% | 0.24% | −0.04 |
| ABBV Abbvie Inc. | Reduce -0.7% | 0.20% | −0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -4.6% | 0.37% | −0.04 |
| COST Costco Wholesale Corp. | Reduce -10.2% | 0.26% | −0.04 |
| IAU iShares Gold Trust | Reduce -0.3% | 0.53% | −0.04 |
| VHT Vanguard Health Care ETF | Reduce -79.5% | 0.01% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -2.8% | 0.19% | −0.04 |
| VOOG Vanguard S&P 500 Growth ETF | Reduce -52.7% | 0.03% | −0.03 |
| PFE Pfizer Inc. | Reduce -28.9% | 0.05% | −0.03 |
| MCD McDonald's Corp. | Reduce -1.5% | 0.26% | −0.03 |
| GDXJ Vaneck Junior Gold Miners | Reduce -5.1% | 0.12% | −0.03 |
| NOC Northrop Grumman Corp. | Reduce -2.5% | 0.14% | −0.03 |
| SNPS Synopsys Inc. | Reduce -11.4% | 0.12% | −0.03 |
| META Meta Platforms Inc. Class A | Reduce -2.4% | 0.43% | −0.03 |
| ROP Roper Technologies Inc. | Reduce -13.3% | 0.08% | −0.03 |
| MDLZ Mondelez International Inc. Class A | Reduce -16.7% | 0.05% | −0.03 |
| UPS United Parcel Service Class B | Reduce -34.6% | 0.03% | −0.03 |
Portfolio Buys Q3 2024 → Q4 2024
| SPTI SS SPDR P Int Term TSY ETF | New | 4.68% | +4.68 |
| SPTS SS SPDR P St Term TSY ETF | New | 1.48% | +1.48 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +47.1% | 1.72% | +0.48 |
| MKC.V McCormick & Co. Inc. VTG Com | New | 0.23% | +0.23 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +22.5% | 1.68% | +0.21 |
| DFAI Dimensional International Co. | Add +91.4% | 0.41% | +0.16 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +19.4% | 1.24% | +0.16 |
| SASR Sandy Spring Bancorp Inc. | Add +1296.9% | 0.06% | +0.06 |
| D Dominion Energy Inc. | Add +364.0% | 0.06% | +0.05 |
| TSLA Tesla Inc. | Add +1.0% | 0.10% | +0.03 |
| CAT Caterpillar Inc. | Add +42.7% | 0.13% | +0.03 |
| APH Amphenol Corp. Class A | Add +30.8% | 0.10% | +0.02 |
| SCHO Schwab Short-Term US Treas | Add +15.7% | 0.34% | +0.02 |
| ISRG Intuitive Surgical Inc. | Add +62.3% | 0.05% | +0.02 |
| TMUS T-Mobile US Inc. | Add +62.8% | 0.05% | +0.02 |
| NVDA Nvidia Corp. | Add +0.7% | 0.42% | +0.02 |
| PGR Progressive Corp. | Add +80.9% | 0.04% | +0.02 |
| NOW ServiceNow Inc. | Add +2.3% | 0.13% | +0.02 |
| MAR Marriott International Class A | Add +1.1% | 0.14% | +0.01 |
| IBIT iShares Bitcoin Trust ETF | New | 0.01% | +0.01 |
| ROK Rockwell Automation Inc. | Add +7.3% | 0.10% | +0.01 |
| IVW iShares S&P 500 Growth ETF | Add +21.5% | 0.04% | +0.01 |
| SBAC SBA Communications Corp. | New | 0.00% | +0.00 |
| FVCB Fvcbankcorp Inc. | Add +23.1% | 0.02% | +0.00 |
| ADBE Adobe Inc. | Add +27.2% | 0.09% | +0.00 |
| CLX Clorox Company | Add +20.1% | 0.02% | +0.00 |
| EFAX State Street SPDR MSCI Eafe | Add +318.6% | 0.00% | +0.00 |
| GLD SPDR Gold Shares | Add +15.2% | 0.03% | +0.00 |
| EPD Enterprise Products Partners | Add +0.1% | 0.12% | +0.00 |
| PZA Invesco National Amt-Free Mu | New | 0.00% | +0.00 |
| CMG Chipotle Mexican Grill Inc. | Add +2.8% | 0.11% | +0.00 |
| GBTC Grayscale Bitcoin Trust ETF | Add +38.5% | 0.00% | +0.00 |
| GS Goldman Sachs Group Inc. | Add +0.9% | 0.01% | +0.00 |
| HACK Amplify Cybersecurity ETF | Add +3.8% | 0.01% | +0.00 |
| DLR Digital Realty Trust Inc. | Add +4.2% | 0.01% | +0.00 |
| MVPA Miller Value Partners App | New | 0.00% | +0.00 |
| EEMV iShares MSCI Emg MKT Min Vol | Add +42.9% | 0.00% | +0.00 |
| SNOW Snowflake Inc. | Add +38.5% | 0.00% | +0.00 |
| BALL Ball Corp. | Add +35.1% | 0.01% | +0.00 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +2.0% | 0.00% | +0.00 |
| ADP Automatic Data Processing | Add +0.6% | 0.13% | +0.00 |
| AVDE Avantis International Equity | New | 0.00% | +0.00 |
| FHLC Fidelity MSCI Health Care | New | 0.00% | +0.00 |
| SCI Service Corp. International | New | 0.00% | +0.00 |
| ESPO Vaneck Videogaming Esports | New | 0.00% | +0.00 |
| AVEM Avantis Emerging Markets Eq | New | 0.00% | +0.00 |
| CEG Constellation Energy | New | 0.00% | +0.00 |
| EXC Exelon Corp. | New | 0.00% | +0.00 |
| FIDU Fidelity MSCI Indust Indx | New | 0.00% | +0.00 |
| SMIN iShares MSCI India Small-Cap | New | 0.00% | +0.00 |
Notes & Other Activity Q3 2024 → Q4 2024
| EQUITY COMMONWEALTH (EQC 6.5 PERP D) | 6.5% CNV PFD D | Sold out | 2,341 | $59Kbefore exit |
| SHYG iShares 0-5 YR HY Corp. Bond | 0-5YR HI YL CP | Sold out | 0 | $1before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |