Evermay Wealth Management LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 22, 2026), Evermay Wealth Management LLC reported 570 stock positions worth $891.2 million. Its top holding was SS SPDR P Int Term TSY ETF (SPTI) at 15.0% of the portfolio, followed by Schwab US Large-Cap ETF (SCHX, 13.4%) and SS SPDR P St Term TSY ETF (SPTS, 8.9%). Compared with Q3 2025, it opened 31 new positions, sold out of 22, added to 65 and reduced 170. The biggest buy was iShares Core MSCI Emerging (IEMG, shares +30%) and the biggest sale Wisdmtree Emerg MKT Ex-St Ow (XSOE, shares −31%).
- Most Recent 13F
- Q2 2026
- Location
- ARLINGTON, VA
- CIK
- 0001066816
- Portfolio Value
- $891.2M (Q4 2025)
- SEC Filing
- 0001066816-26-000001 ↗ filed Jan 22, 2026
Holdings Value
Holdings 570 stocks · $891.2M
| SPTI SS SPDR P Int Term TSY ETF | 15.03% | 4,645,677 | $134.0M | Add +4.0% |
| SCHX Schwab US Large-Cap ETF | 13.39% | 4,435,795 | $119.4M | Reduce -1.0% |
| SPTS SS SPDR P St Term TSY ETF | 8.94% | 2,721,333 | $79.7M | Add +5.8% |
| VOO Vanguard S&P 500 ETF | 8.50% | 120,828 | $75.8M | Reduce -1.6% |
| IJH iShares Core S&P Midcap ETF | 4.54% | 612,609 | $40.4M | Reduce -2.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.11% | 53,556 | $36.6M | Reduce -0.4% |
| IVV iShares Core S&P 500 ETF | 3.06% | 39,828 | $27.3M | Reduce -3.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.23% | 248,277 | $19.9M | Add +2.8% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.99% | 306,938 | $17.8M | Add +6.8% |
| AAPL Apple Inc. | 1.74% | 56,915 | $15.5M | Reduce -1.6% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.61% | 306,200 | $14.3M | Add +3.8% |
| DFAI Dimensional International Co. | 1.57% | 367,406 | $14.0M | Add +12.6% |
| IEMG iShares Core MSCI Emerging | 1.49% | 196,890 | $13.2M | Add +30.5% |
| VYM Vanguard High DVD Yield ETF | 1.33% | 82,782 | $11.9M | Reduce -2.7% |
| AMZN Amazon.com Inc. | 1.32% | 51,042 | $11.8M | Reduce -13.9% |
| VTI VG Morningstar TS MKT ETF-US | 1.26% | 33,459 | $11.2M | Reduce -2.4% |
| IJR iShares Core S&P Small-Cap E | 1.25% | 92,963 | $11.2M | Reduce -1.7% |
| GOOGL Alphabet Inc. Class A | 1.19% | 33,942 | $10.6M | Reduce -2.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.03% | 31,597 | $9.2M | Reduce -1.6% |
| MSFT Microsoft Corp. | 0.93% | 17,075 | $8.3M | Reduce -2.6% |
| JMSB John Marshall Bancorp Inc. | 0.78% | 348,424 | $7.0M | No change |
| JPM JPMorgan Chase & Co. | 0.66% | 18,348 | $5.9M | Reduce -2.2% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.59% | 133,952 | $5.2M | Reduce -31.3% |
| SGOV iShares 0-3 Month Treasury B | 0.57% | 50,207 | $5.0M | Add +27.5% |
| JEPI JPMorgan Equity Premium Inco | 0.49% | 75,471 | $4.3M | Reduce -14.9% |
| LLY Eli Lilly & Co. | 0.46% | 3,789 | $4.1M | Add +2.0% |
| NVDA Nvidia Corp. | 0.45% | 21,274 | $4.0M | Add +1.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.42% | 7,718 | $3.8M | Add +3.5% |
| IWM iShares Russell 2000 ETF | 0.40% | 14,573 | $3.6M | Reduce -3.4% |
| IDV iShares International Select | 0.40% | 90,484 | $3.6M | Reduce -14.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.39% | 6,947 | $3.5M | Reduce -4.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.37% | 12,633 | $3.3M | Reduce -0.6% |
| META Meta Platforms Inc. Class A | 0.34% | 4,554 | $3.0M | Reduce -5.9% |
| V Visa Inc. Class A | 0.34% | 8,528 | $3.0M | Reduce -0.6% |
| IWD iShares Russell 1000 Value E | 0.33% | 14,113 | $3.0M | Reduce -0.7% |
| PJAN Innovator U.S. Equity Power | 0.31% | 58,531 | $2.8M | Reduce -8.6% |
| GDX Vaneck Gold Miners ETF | 0.30% | 31,284 | $2.7M | Reduce -17.8% |
| AVGO Broadcom Inc. | 0.29% | 7,564 | $2.6M | Reduce -2.1% |
| IAUM iShares Gold Trust Micro | 0.29% | 60,220 | $2.6M | Reduce -11.2% |
| VEA Vanguard Ftse Developed ETF | 0.27% | 38,177 | $2.4M | Reduce -0.4% |
| HD Home Depot Inc. | 0.26% | 6,640 | $2.3M | Reduce -1.3% |
| EFA iShares MSCI Eafe ETF | 0.26% | 23,777 | $2.3M | Reduce -11.3% |
| GOOG Alphabet Inc. Class C | 0.25% | 6,975 | $2.2M | Reduce -0.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.25% | 11,458 | $2.2M | Reduce -2.6% |
| DHR Danaher Corp. | 0.24% | 9,460 | $2.2M | Reduce -9.5% |
| SLV iShares Silver Trust | 0.23% | 31,158 | $2.0M | Reduce -6.9% |
| IWF iShares Russell 1000 Growth | 0.22% | 4,206 | $2.0M | No change |
| RTX RTX Corp. | 0.22% | 10,587 | $1.9M | Reduce -0.3% |
| MLM Martin Marietta Materials | 0.21% | 3,001 | $1.9M | No change |
| CAT Caterpillar Inc. | 0.21% | 3,227 | $1.8M | Add +29.3% |
| NEE Nextera Energy Inc. | 0.20% | 21,833 | $1.8M | Reduce -0.6% |
| MCD McDonald's Corp. | 0.18% | 5,145 | $1.6M | Reduce -4.7% |
| SCHF Schwab Intl Equity ETF | 0.17% | 63,319 | $1.5M | Reduce -2.7% |
| AXP American Express Co. | 0.17% | 4,044 | $1.5M | Add +0.3% |
| COST Costco Wholesale Corp. | 0.17% | 1,725 | $1.5M | Reduce -6.2% |
| MRK Merck & Co. Inc. | 0.17% | 14,005 | $1.5M | Reduce -8.4% |
| PAPR Innovator U.S. Equity Power | 0.17% | 37,885 | $1.5M | Reduce -0.3% |
| ABBV Abbvie Inc. | 0.16% | 6,393 | $1.5M | Reduce -0.5% |
| VWO Vanguard Ftse Emerging Marke | 0.16% | 27,023 | $1.5M | Reduce -1.3% |
| GDXJ Vaneck Junior Gold Miners | 0.16% | 12,702 | $1.4M | Reduce -19.2% |
| MCO Moody's Corp. | 0.16% | 2,742 | $1.4M | No change |
| MKC.V McCormick & Co. Inc. VTG Com | 0.15% | 20,080 | $1.4M | No change |
| IAU iShares Gold Trust | 0.15% | 16,675 | $1.4M | Reduce -2.0% |
| XOM Exxon Mobil Corp. | 0.15% | 10,980 | $1.3M | Reduce -2.2% |
| BRO Brown & Brown Inc. | 0.15% | 16,495 | $1.3M | No change |
| NOC Northrop Grumman Corp. | 0.15% | 2,297 | $1.3M | Add +1.1% |
| RSP Invesco S&P 500 Equal Weight | 0.15% | 6,760 | $1.3M | No change |
| YUM Yum! Brands Inc. | 0.14% | 8,528 | $1.3M | Reduce -5.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.14% | 8,360 | $1.3M | No change |
| APH Amphenol Corp. Class A | 0.14% | 9,337 | $1.3M | Reduce -1.3% |
| LEU Centrus Energy Corp. Class A | 0.14% | 5,175 | $1.3M | No change |
| PEP Pepsico Inc. | 0.14% | 8,413 | $1.2M | Reduce -12.6% |
| PMAY Innovator U.S. Equity Power | 0.13% | 29,965 | $1.2M | No change |
| JNJ Johnson & Johnson | 0.13% | 5,719 | $1.2M | Reduce -1.6% |
| SCHO Schwab Short-Term US Treas | 0.13% | 47,614 | $1.2M | Reduce -0.5% |
| SYK Stryker Corp. | 0.13% | 3,227 | $1.1M | Add +4.5% |
| PANW Palo Alto Networks Inc. | 0.13% | 6,125 | $1.1M | Add +4.5% |
| MAR Marriott International Class A | 0.12% | 3,579 | $1.1M | Add +1.6% |
| PG The Procter & Gamble Co. | 0.12% | 7,714 | $1.1M | Reduce -5.1% |
| DUK Duke Energy Corp. | 0.12% | 9,160 | $1.1M | Reduce -10.7% |
| ORCL Oracle Corp. | 0.12% | 5,326 | $1.0M | Reduce -2.8% |
| SCHB Schwab US Broad Market ETF | 0.11% | 39,010 | $1.0M | Reduce -12.4% |
| ACGL Arch Capital Group Ltd. | 0.11% | 10,666 | $1.0M | No change |
| GE General Electric filed as GE AEROSPACE | 0.11% | 3,303 | $1.0M | Add +10.4% |
| CSCO Cisco Systems Inc. | 0.11% | 13,214 | $1.0M | Reduce -1.8% |
| NSC Norfolk Southern Corp. | 0.11% | 3,505 | $1.0M | Reduce -0.8% |
| MA Mastercard Inc. Class A | 0.11% | 1,742 | $994K | No change |
| NFLX Netflix Inc. | 0.11% | 10,604 | $994K | Add +9.0% |
| IUSV iShares Core S&P U.S. Value | 0.11% | 9,235 | $947K | Reduce -13.6% |
| CRM Salesforce Inc. | 0.10% | 3,503 | $929K | Add +30.5% |
| KMI Kinder Morgan Inc. | 0.10% | 31,332 | $861K | Add +1.5% |
| WFC Wells Fargo & Co. | 0.09% | 9,065 | $845K | No change |
| AMGN Amgen Inc. | 0.09% | 2,554 | $836K | Reduce -14.2% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.09% | 2,765 | $835K | Reduce -2.1% |
| LH Labcorp Holdings Inc. | 0.09% | 3,295 | $827K | Reduce -12.8% |
| AUB Atlantic Union Bankshares Co. | 0.09% | 23,233 | $820K | Add +70.8% |
| ICE Intercontinental Exchange Inc. | 0.09% | 5,040 | $816K | Add +1.1% |
| BNL Broadstone Net Lease Inc. | 0.09% | 45,558 | $793K | Add +0.3% |
| TSLA Tesla Inc. | 0.09% | 1,761 | $792K | Reduce -0.4% |
| EPD Enterprise Products Partners | 0.09% | 24,614 | $789K | No change |
Lines left out (1) · $81 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| ALB Albemarle Corp. | COM | 0 | $81 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $891.2M.
Portfolio Sells Q3 2025 → Q4 2025
| XSOE Wisdmtree Emerg MKT Ex-St Ow | Reduce -31.3% | 0.59% | −0.26 |
| AMZN Amazon.com Inc. | Reduce -13.9% | 1.32% | −0.17 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.0% | 4.54% | −0.13 |
| VOO Vanguard S&P 500 ETF | Reduce -1.6% | 8.50% | −0.12 |
| MSFT Microsoft Corp. | Reduce -2.6% | 0.93% | −0.11 |
| SCHX Schwab US Large-Cap ETF | Reduce -1.0% | 13.39% | −0.10 |
| IVV iShares Core S&P 500 ETF | Reduce -3.4% | 3.06% | −0.09 |
| JEPI JPMorgan Equity Premium Inco | Reduce -14.9% | 0.49% | −0.09 |
| META Meta Platforms Inc. Class A | Reduce -5.9% | 0.34% | −0.07 |
| ORCL Oracle Corp. | Reduce -2.8% | 0.12% | −0.06 |
| HD Home Depot Inc. | Reduce -1.3% | 0.26% | −0.06 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.6% | 1.03% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -53.8% | 0.04% | −0.05 |
| IDV iShares International Select | Reduce -14.9% | 0.40% | −0.04 |
| CMG Chipotle Mexican Grill Inc. | Reduce -71.0% | 0.02% | −0.04 |
| SNPS Synopsys Inc. | Reduce -44.2% | 0.04% | −0.04 |
| VYM Vanguard High DVD Yield ETF | Reduce -2.7% | 1.33% | −0.04 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.7% | 1.25% | −0.03 |
| LH Labcorp Holdings Inc. | Reduce -12.8% | 0.09% | −0.03 |
| GDX Vaneck Gold Miners ETF | Reduce -17.8% | 0.30% | −0.03 |
| EFA iShares MSCI Eafe ETF | Reduce -11.3% | 0.26% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.4% | 1.26% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.9% | 0.39% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -6.2% | 0.17% | −0.03 |
| PJAN Innovator U.S. Equity Power | Reduce -8.6% | 0.31% | −0.03 |
| DUK Duke Energy Corp. | Reduce -10.7% | 0.12% | −0.02 |
| ROP Roper Technologies Inc. | Reduce -31.3% | 0.04% | −0.02 |
| HON Honeywell International Inc. | Reduce -33.1% | 0.03% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -5.1% | 0.12% | −0.02 |
| PEP Pepsico Inc. | Reduce -12.6% | 0.14% | −0.02 |
| URI United Rentals Inc. | Reduce -0.2% | 0.08% | −0.02 |
| DHI D.R. Horton Inc. | Reduce -3.0% | 0.07% | −0.02 |
| SCHB Schwab US Broad Market ETF | Reduce -12.4% | 0.11% | −0.02 |
| IUSV iShares Core S&P U.S. Value | Reduce -13.6% | 0.11% | −0.02 |
| GDXJ Vaneck Junior Gold Miners | Reduce -19.2% | 0.16% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -3.4% | 0.40% | −0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -82.9% | 0.00% | −0.01 |
| TREX Trex Company Inc. | Reduce -5.6% | 0.02% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -2.2% | 0.66% | −0.01 |
| EME Emcor Group Inc. | Sold out | 0.00% | −0.01 |
| IRM Iron Mountain Inc. | Sold out | 0.00% | −0.01 |
| YUM Yum! Brands Inc. | Reduce -5.4% | 0.14% | −0.01 |
| MCD McDonald's Corp. | Reduce -4.7% | 0.18% | −0.01 |
| UNP Union Pacific Corp. | Reduce -17.9% | 0.04% | −0.01 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -94.4% | 0.00% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -14.5% | 0.04% | −0.01 |
| PFEB Innovator U.S. Equity Power | Reduce -58.0% | 0.01% | −0.01 |
| APD Air Products & Chemicals Inc. | Reduce -1.7% | 0.06% | −0.01 |
| SPGI S&P Global Inc. | Reduce -49.5% | 0.01% | −0.01 |
| MSI Motorola Solutions Inc. | Reduce -7.2% | 0.03% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| IEMG iShares Core MSCI Emerging | Add +30.5% | 1.49% | +0.35 |
| SPTS SS SPDR P St Term TSY ETF | Add +5.8% | 8.94% | +0.32 |
| SPTI SS SPDR P Int Term TSY ETF | Add +4.0% | 15.03% | +0.27 |
| DFAI Dimensional International Co. | Add +12.6% | 1.57% | +0.22 |
| LLY Eli Lilly & Co. | Add +2.0% | 0.46% | +0.13 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +6.8% | 1.99% | +0.12 |
| SGOV iShares 0-3 Month Treasury B | Add +27.5% | 0.57% | +0.11 |
| MNST Monster Beverage Corp. | New | 0.08% | +0.08 |
| CAT Caterpillar Inc. | Add +29.3% | 0.21% | +0.07 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +2.8% | 2.23% | +0.07 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +3.8% | 1.61% | +0.05 |
| VGIT Vanguard Intermediate-Term T | Add +6027.7% | 0.04% | +0.04 |
| AUB Atlantic Union Bankshares Co. | Add +70.8% | 0.09% | +0.04 |
| CRM Salesforce Inc. | Add +30.5% | 0.10% | +0.03 |
| CDNS Cadence Design SYS Inc. | Add +167.6% | 0.05% | +0.03 |
| MAR Marriott International Class A | Add +1.6% | 0.12% | +0.02 |
| AMAT Applied Materials Inc. | Add +0.1% | 0.09% | +0.02 |
| AXP American Express Co. | Add +0.3% | 0.17% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +3.5% | 0.42% | +0.01 |
| ISRG Intuitive Surgical Inc. | Add +6.6% | 0.05% | +0.01 |
| GE General Electric | Add +10.4% | 0.11% | +0.01 |
| PDEC Innovator U.S. Equity Power | New | 0.01% | +0.01 |
| IDXX Idexx Laboratories Inc. | Add +605.0% | 0.01% | +0.01 |
| PH Parker Hannifin Corp. | Add +1.7% | 0.05% | +0.01 |
| PSA Public Storage | Add +63.1% | 0.02% | +0.01 |
| XT Ishar Fture Exp Tech ETF-Usd | New | 0.01% | +0.01 |
| LUV Southwest Airlines Co. | Add +33333.3% | 0.00% | +0.00 |
| IBM Intl Business Machines Corp. | Add +2.1% | 0.08% | +0.00 |
| PLTR Palantir Technologies Inc. Class A | Add +26.9% | 0.02% | +0.00 |
| GLD SPDR Gold Shares | Add +6.8% | 0.02% | +0.00 |
| EW Edwards Lifesciences Corp. | Add +4.0% | 0.03% | +0.00 |
| GEHC GE Healthcare Technology | Add +26.6% | 0.01% | +0.00 |
| KOMP SS SPDR S&P Kensho Ne Comp | New | 0.00% | +0.00 |
| GEV GE Vernova Inc. | Add +2.2% | 0.04% | +0.00 |
| FCX Freeport-McMoran Inc. | New | 0.00% | +0.00 |
| SBAC SBA Communications Corp. | Add +58.8% | 0.01% | +0.00 |
| UAL United Airlines Holdings Inc. | Add +12.3% | 0.01% | +0.00 |
| EMBJ Embraer SA-Spon ADR | New | 0.00% | +0.00 |
| BN Brookfield Corp. | New | 0.00% | +0.00 |
| FDN First Trust DJ Internet Ind | New | 0.00% | +0.00 |
| VT Vanguard Tot World STK ETF | New | 0.00% | +0.00 |
| SPOT Spotify Technology SA | New | 0.00% | +0.00 |
| EFG iShares MSCI Eafe Growth ETF | Add +87.0% | 0.00% | +0.00 |
| NANR Sta STR SP S&P Nor An Res-Ui | New | 0.00% | +0.00 |
| IXC iShares Global Energy ETF | New | 0.00% | +0.00 |
| IVE iShares S&P 500 Value ETF | Add +2.7% | 0.03% | +0.00 |
| RSG Republic Services Inc. | New | 0.00% | +0.00 |
| THM Intl Tower Hill Mines Ltd. | New | 0.00% | +0.00 |
| ULTA Ulta Beauty Inc. | New | 0.00% | +0.00 |
| VNQ Vanguard Real Estate ETF | Add +46.5% | 0.00% | +0.00 |
Notes & Other Activity Q3 2025 → Q4 2025
| ALB Albemarle Corp. | COM | Reduce -100.0% | 0 | $81 |
| AGG iShares Core U.S. Aggregate | CORE US AGGBD ET | Sold out | 0 | $4before exit |
| AIG American International Group | COM NEW | 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 |