Evermay Wealth Management LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 7, 2025), Evermay Wealth Management LLC reported 579 stock positions worth $761.5 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 14.5% of the portfolio, followed by SS SPDR P Int Term TSY ETF (SPTI, 14.4%) and Vanguard S&P 500 ETF (VOO, 9.0%). Compared with Q4 2024, it opened 38 new positions, sold out of 33, added to 65 and reduced 142. The biggest buy was SS SPDR P Int Term TSY ETF (SPTI, shares +245%) and the biggest sale Schwab US Large-Cap ETF (SCHX, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- ARLINGTON, VA
- CIK
- 0001066816
- Portfolio Value
- $761.5M (Q1 2025)
- SEC Filing
- 0001066816-25-000003 ↗ filed May 7, 2025
Holdings Value
Holdings 579 stocks · $761.5M
| SCHX Schwab US Large-Cap ETF | 14.53% | 5,012,253 | $110.7M | Reduce -1.5% |
| SPTI SS SPDR P Int Term TSY ETF | 14.36% | 3,826,162 | $109.4M | Add +245.2% |
| VOO Vanguard S&P 500 ETF | 9.04% | 133,940 | $68.8M | Reduce -1.1% |
| SPTS SS SPDR P St Term TSY ETF | 8.33% | 2,170,109 | $63.5M | Add +542.5% |
| IJH iShares Core S&P Midcap ETF | 5.20% | 678,502 | $39.6M | Reduce -1.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.09% | 55,518 | $31.1M | Reduce -0.7% |
| IVV iShares Core S&P 500 ETF | 3.30% | 44,663 | $25.1M | Reduce -7.5% |
| AAPL Apple Inc. | 1.70% | 58,416 | $13.0M | Reduce -0.9% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.60% | 238,636 | $12.2M | Add +14.9% |
| AMZN Amazon.com Inc. | 1.53% | 61,108 | $11.6M | Add +39.5% |
| VYM Vanguard High DVD Yield ETF | 1.47% | 87,040 | $11.2M | Reduce -2.9% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 1.45% | 357,303 | $11.0M | Add +6.9% |
| VTI VG Morningstar TS MKT ETF-US | 1.42% | 39,425 | $10.8M | Reduce -1.2% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.39% | 260,453 | $10.6M | Add +5.3% |
| IJR iShares Core S&P Small-Cap E | 1.39% | 101,231 | $10.6M | Reduce -3.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.17% | 135,245 | $8.9M | Add +14.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.11% | 32,583 | $8.4M | Add +1.8% |
| MSFT Microsoft Corp. | 0.88% | 17,810 | $6.7M | Reduce -1.7% |
| JEPI JPMorgan Equity Premium Inco | 0.77% | 102,892 | $5.9M | Reduce -1.3% |
| GOOGL Alphabet Inc. Class A | 0.74% | 36,380 | $5.6M | Reduce -0.0% |
| JMSB John Marshall Bancorp Inc. | 0.72% | 333,980 | $5.5M | No change |
| JPM JPMorgan Chase & Co. | 0.63% | 19,440 | $4.8M | Reduce -2.7% |
| SGOV iShares 0-3 Month Treasury B | 0.54% | 41,218 | $4.1M | Reduce -16.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.52% | 7,454 | $4.0M | Reduce -4.1% |
| IDV iShares International Select | 0.46% | 112,455 | $3.5M | Reduce -18.7% |
| V Visa Inc. Class A | 0.46% | 9,887 | $3.5M | Reduce -0.6% |
| DFAI Dimensional International Co. | 0.44% | 107,454 | $3.4M | Add +15.0% |
| IWM iShares Russell 2000 ETF | 0.43% | 16,375 | $3.3M | Reduce -1.5% |
| LLY Eli Lilly & Co. | 0.43% | 3,925 | $3.2M | Reduce -2.2% |
| IWD iShares Russell 1000 Value E | 0.39% | 15,580 | $2.9M | Reduce -0.4% |
| META Meta Platforms Inc. Class A | 0.37% | 4,854 | $2.8M | Reduce -0.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.36% | 7,459 | $2.8M | No change |
| PJAN Innovator U.S. Equity Power | 0.35% | 64,392 | $2.7M | Reduce -9.9% |
| IAUM iShares Gold Trust Micro | 0.34% | 83,996 | $2.6M | Add +2126.8% |
| EFA iShares MSCI Eafe ETF | 0.34% | 31,849 | $2.6M | Reduce -40.8% |
| HD Home Depot Inc. | 0.34% | 6,976 | $2.6M | Reduce -0.5% |
| VEA Vanguard Ftse Developed ETF | 0.32% | 47,890 | $2.4M | Add +0.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.31% | 10,652 | $2.4M | Add +3.8% |
| NVDA Nvidia Corp. | 0.30% | 20,779 | $2.3M | Add +0.1% |
| DHR Danaher Corp. | 0.28% | 10,318 | $2.1M | Reduce -3.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.28% | 12,242 | $2.1M | Reduce -0.2% |
| BRO Brown & Brown Inc. | 0.27% | 16,495 | $2.1M | Reduce -2.9% |
| GDX Vaneck Gold Miners ETF | 0.24% | 39,500 | $1.8M | Reduce -4.7% |
| MCD McDonald's Corp. | 0.23% | 5,692 | $1.8M | Reduce -2.0% |
| COST Costco Wholesale Corp. | 0.23% | 1,828 | $1.7M | Reduce -1.9% |
| MKC.V McCormick & Co. Inc. VTG Com | 0.22% | 20,080 | $1.6M | No change |
| NEE Nextera Energy Inc. | 0.22% | 23,197 | $1.6M | Reduce -3.3% |
| VWO Vanguard Ftse Emerging Marke | 0.21% | 35,995 | $1.6M | Reduce -0.8% |
| IWF iShares Russell 1000 Growth | 0.20% | 4,220 | $1.5M | Reduce -1.2% |
| PEP Pepsico Inc. | 0.20% | 10,130 | $1.5M | Reduce -0.7% |
| ABBV Abbvie Inc. | 0.19% | 7,041 | $1.5M | Reduce -5.9% |
| RTX RTX Corp. | 0.19% | 10,899 | $1.4M | Add +0.1% |
| MRK Merck & Co. Inc. | 0.19% | 15,965 | $1.4M | Reduce -2.9% |
| RSP Invesco S&P 500 Equal Weight | 0.19% | 8,301 | $1.4M | Reduce -1.6% |
| MLM Martin Marietta Materials | 0.19% | 3,001 | $1.4M | No change |
| DUK Duke Energy Corp. | 0.19% | 11,699 | $1.4M | Reduce -1.9% |
| YUM Yum! Brands Inc. | 0.19% | 9,048 | $1.4M | Reduce -5.2% |
| SCHO Schwab Short-Term US Treas | 0.18% | 57,855 | $1.4M | Reduce -38.6% |
| PG The Procter & Gamble Co. | 0.18% | 8,131 | $1.4M | Add +12.9% |
| AVGO Broadcom Inc. | 0.18% | 8,205 | $1.4M | Reduce -3.0% |
| PAPR Innovator U.S. Equity Power | 0.18% | 37,895 | $1.4M | Add +27.8% |
| XOM Exxon Mobil Corp. | 0.17% | 11,065 | $1.3M | Reduce -2.6% |
| SCHF Schwab Intl Equity ETF | 0.17% | 65,533 | $1.3M | Reduce -3.0% |
| MCO Moody's Corp. | 0.17% | 2,742 | $1.3M | No change |
| UNH Unitedhealth Group Inc. | 0.17% | 2,413 | $1.3M | Add +1.2% |
| NOC Northrop Grumman Corp. | 0.16% | 2,371 | $1.2M | Add +20.3% |
| SYK Stryker Corp. | 0.16% | 3,249 | $1.2M | Add +0.7% |
| IUSV iShares Core S&P U.S. Value | 0.16% | 12,826 | $1.2M | Reduce -1.2% |
| SCHB Schwab US Broad Market ETF | 0.15% | 53,964 | $1.2M | Reduce -3.0% |
| IEMG iShares Core MSCI Emerging | 0.15% | 21,239 | $1.1M | Reduce -0.1% |
| GOOG Alphabet Inc. Class C | 0.14% | 6,868 | $1.1M | No change |
| AXP American Express Co. | 0.14% | 3,983 | $1.1M | Reduce -1.4% |
| JNJ Johnson & Johnson | 0.14% | 6,405 | $1.1M | Reduce -16.7% |
| LH Labcorp Holdings Inc. | 0.14% | 4,549 | $1.1M | Reduce -2.5% |
| SLV iShares Silver Trust | 0.14% | 34,125 | $1.1M | Reduce -4.7% |
| ACGL Arch Capital Group Ltd. | 0.13% | 10,666 | $1.0M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.13% | 8,360 | $1.0M | Reduce -0.7% |
| IAU iShares Gold Trust | 0.13% | 17,131 | $1.0M | Reduce -75.8% |
| KMI Kinder Morgan Inc. | 0.13% | 33,805 | $964K | Reduce -1.5% |
| MA Mastercard Inc. Class A | 0.12% | 1,729 | $948K | Add +35.2% |
| GDXJ Vaneck Junior Gold Miners | 0.12% | 16,360 | $936K | Reduce -11.1% |
| NFLX Netflix Inc. | 0.12% | 962 | $897K | Add +23.6% |
| TSLA Tesla Inc. | 0.12% | 3,441 | $892K | Add +121.0% |
| CSCO Cisco Systems Inc. | 0.12% | 14,372 | $887K | Reduce -10.9% |
| ICE Intercontinental Exchange Inc. | 0.11% | 5,058 | $873K | Reduce -0.3% |
| NSC Norfolk Southern Corp. | 0.11% | 3,670 | $869K | Reduce -17.9% |
| PMAY Innovator U.S. Equity Power | 0.11% | 24,073 | $862K | No change |
| ADP Automatic Data Processing | 0.11% | 2,763 | $847K | Reduce -6.3% |
| EPD Enterprise Products Partners | 0.11% | 24,614 | $840K | Reduce -0.1% |
| PANW Palo Alto Networks Inc. | 0.11% | 4,754 | $811K | Add +0.3% |
| AMGN Amgen Inc. | 0.11% | 2,599 | $810K | Reduce -1.9% |
| BNL Broadstone Net Lease Inc. | 0.11% | 46,904 | $802K | Reduce -6.5% |
| CAT Caterpillar Inc. | 0.10% | 2,345 | $773K | Reduce -3.4% |
| ORCL Oracle Corp. | 0.10% | 5,479 | $766K | Add +3.8% |
| CVX Chevron Corp. | 0.10% | 4,449 | $744K | Add +0.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.10% | 2,913 | $733K | Reduce -0.8% |
| CRM Salesforce Inc. | 0.09% | 2,591 | $695K | Reduce -0.8% |
| MAR Marriott International Class A | 0.09% | 2,899 | $691K | Reduce -15.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.09% | 3,609 | $672K | Reduce -9.0% |
| APD Air Products & Chemicals Inc. | 0.09% | 2,239 | $660K | Reduce -12.4% |
Portfolio Sells Q4 2024 → Q1 2025
| SCHX Schwab US Large-Cap ETF | Reduce -1.5% | 14.53% | −3.33 |
| VOO Vanguard S&P 500 ETF | Reduce -1.1% | 9.04% | −2.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.9% | 5.20% | −1.33 |
| IVV iShares Core S&P 500 ETF | Reduce -7.5% | 3.30% | −1.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.7% | 4.09% | −0.89 |
| AAPL Apple Inc. | Reduce -0.9% | 1.70% | −0.53 |
| IJR iShares Core S&P Small-Cap E | Reduce -3.4% | 1.39% | −0.44 |
| IAU iShares Gold Trust | Reduce -75.8% | 0.13% | −0.40 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.2% | 1.42% | −0.33 |
| GOOGL Alphabet Inc. Class A | Reduce -0.0% | 0.74% | −0.30 |
| MSFT Microsoft Corp. | Reduce -1.7% | 0.88% | −0.28 |
| EFA iShares MSCI Eafe ETF | Reduce -40.8% | 0.34% | −0.27 |
| VYM Vanguard High DVD Yield ETF | Reduce -2.9% | 1.47% | −0.26 |
| AGG iShares Core U.S. Aggregate | Reduce -85.8% | 0.03% | −0.22 |
| SGOV iShares 0-3 Month Treasury B | Reduce -16.9% | 0.54% | −0.21 |
| ICF iShares Select U.S. REIT ETF | Reduce -71.0% | 0.07% | −0.19 |
| SCHO Schwab Short-Term US Treas | Reduce -38.6% | 0.18% | −0.16 |
| JEPI JPMorgan Equity Premium Inco | Reduce -1.3% | 0.77% | −0.14 |
| IWM iShares Russell 2000 ETF | Reduce -1.5% | 0.43% | −0.13 |
| AVGO Broadcom Inc. | Reduce -3.0% | 0.18% | −0.12 |
| IDV iShares International Select | Reduce -18.7% | 0.46% | −0.12 |
| PJAN Innovator U.S. Equity Power | Reduce -9.9% | 0.35% | −0.11 |
| JPM JPMorgan Chase & Co. | Reduce -2.7% | 0.63% | −0.10 |
| DHR Danaher Corp. | Reduce -3.6% | 0.28% | −0.09 |
| HD Home Depot Inc. | Reduce -0.5% | 0.34% | −0.08 |
| META Meta Platforms Inc. Class A | Reduce -0.6% | 0.37% | −0.07 |
| MRK Merck & Co. Inc. | Reduce -2.9% | 0.19% | −0.06 |
| IWF iShares Russell 1000 Growth | Reduce -1.2% | 0.20% | −0.06 |
| ETN Eaton Corp. PLC | Reduce -17.7% | 0.08% | −0.06 |
| PICK iShares MSCI Global Metals & | Sold out | 0.00% | −0.06 |
| MAR Marriott International Class A | Reduce -15.1% | 0.09% | −0.05 |
| IWD iShares Russell 1000 Value E | Reduce -0.4% | 0.39% | −0.05 |
| NOW ServiceNow Inc. | Reduce -1.1% | 0.08% | −0.05 |
| NSC Norfolk Southern Corp. | Reduce -17.9% | 0.11% | −0.04 |
| NEE Nextera Energy Inc. | Reduce -3.3% | 0.22% | −0.04 |
| LLY Eli Lilly & Co. | Reduce -2.2% | 0.43% | −0.04 |
| CRM Salesforce Inc. | Reduce -0.8% | 0.09% | −0.04 |
| AXP American Express Co. | Reduce -1.4% | 0.14% | −0.04 |
| SCHB Schwab US Broad Market ETF | Reduce -3.0% | 0.15% | −0.04 |
| PEP Pepsico Inc. | Reduce -0.7% | 0.20% | −0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.2% | 0.28% | −0.04 |
| RSP Invesco S&P 500 Equal Weight | Reduce -1.6% | 0.19% | −0.04 |
| CAT Caterpillar Inc. | Reduce -3.4% | 0.10% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -1.9% | 0.23% | −0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -9.0% | 0.09% | −0.03 |
| SNPS Synopsys Inc. | Reduce -2.7% | 0.09% | −0.03 |
| JNJ Johnson & Johnson | Reduce -16.7% | 0.14% | −0.03 |
| ACN Accenture PLC Class A | Reduce -2.3% | 0.09% | −0.03 |
| CSCO Cisco Systems Inc. | Reduce -10.9% | 0.12% | −0.03 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -0.8% | 0.10% | −0.03 |
Portfolio Buys Q4 2024 → Q1 2025
| SPTI SS SPDR P Int Term TSY ETF | Add +245.2% | 14.36% | +9.68 |
| SPTS SS SPDR P St Term TSY ETF | Add +542.5% | 8.33% | +6.85 |
| IAUM iShares Gold Trust Micro | Add +2126.8% | 0.34% | +0.33 |
| AMZN Amazon.com Inc. | Add +39.5% | 1.53% | +0.07 |
| IBM Intl Business Machines Corp. | Add +155.0% | 0.08% | +0.05 |
| DFAI Dimensional International Co. | Add +15.0% | 0.44% | +0.03 |
| CNP Centerpoint Energy Inc. | New | 0.02% | +0.02 |
| MA Mastercard Inc. Class A | Add +35.2% | 0.12% | +0.02 |
| MSTR Strategy Inc. | New | 0.02% | +0.02 |
| TSLA Tesla Inc. | Add +121.0% | 0.12% | +0.02 |
| NOC Northrop Grumman Corp. | Add +20.3% | 0.16% | +0.02 |
| PFEB Innovator U.S. Equity Power | New | 0.02% | +0.02 |
| WEC WEC Energy Group Inc. | New | 0.02% | +0.02 |
| T AT&T Inc. | Add +657.4% | 0.01% | +0.01 |
| GE General Electric | Add +28.5% | 0.05% | +0.01 |
| NFLX Netflix Inc. | Add +23.6% | 0.12% | +0.01 |
| PAPR Innovator U.S. Equity Power | Add +27.8% | 0.18% | +0.01 |
| BA The Boeing Co. | Add +259.2% | 0.02% | +0.01 |
| EFSI Eagle Financial Services Inc. | New | 0.01% | +0.01 |
| PCG P G & E Corp. | New | 0.01% | +0.01 |
| DKS Dick's Sporting Goods Inc. | New | 0.01% | +0.01 |
| VZ Verizon Communications Inc. | Add +40.6% | 0.03% | +0.01 |
| TR Tootsie Roll Inds | New | 0.01% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +88.5% | 0.02% | +0.01 |
| VGT Vanguard Info Tech ETF | Add +300.0% | 0.01% | +0.00 |
| NRG NRG Energy Inc. | New | 0.00% | +0.00 |
| AEP American Electric Power | Add +141.2% | 0.01% | +0.00 |
| ZFEB Inotr Eq Def PR ETF - 1 YR F | New | 0.00% | +0.00 |
| EBAY eBay Inc. | New | 0.00% | +0.00 |
| PYPL PayPal Holdings Inc. | Add +726.0% | 0.00% | +0.00 |
| SLB SLB Ltd. | Add +3571.4% | 0.00% | +0.00 |
| HAL Halliburton Co. | New | 0.00% | +0.00 |
| CI The Cigna Group | Add +58.6% | 0.00% | +0.00 |
| MDLZ Mondelez International Inc. Class A | Add +5.5% | 0.05% | +0.00 |
| ALB Albemarle Corp. | Add +84.1% | 0.01% | +0.00 |
| GEV GE Vernova Inc. | Add +37.7% | 0.02% | +0.00 |
| KD Kyndryl Holdings Inc. | New | 0.00% | +0.00 |
| AEG Aegon Ltd.-NY Reg SHR | New | 0.00% | +0.00 |
| AMT American Tower Corp. | Add +0.7% | 0.04% | +0.00 |
| PGR Progressive Corp. | Add +0.1% | 0.05% | +0.00 |
| BND Vanguard Total Bond Market | New | 0.00% | +0.00 |
| WBD Warner Bros Discovery Inc. | Add +10185.7% | 0.00% | +0.00 |
| NUE Nucor Corp. | New | 0.00% | +0.00 |
| CVX Chevron Corp. | Add +0.5% | 0.10% | +0.00 |
| CTVA Corteva Inc. | New | 0.00% | +0.00 |
| VOD Vodafone Group PLC-SP ADR | Add +14625.0% | 0.00% | +0.00 |
| BKR Baker Hughes Co. | New | 0.00% | +0.00 |
| ESGD iShares Trust iShares ESG Aw | New | 0.00% | +0.00 |
| BSV Vanguard Short-Term Bond ETF | New | 0.00% | +0.00 |
| DOW Dow Inc. | New | 0.00% | +0.00 |
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 |