Evermay Wealth Management LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), Evermay Wealth Management LLC reported 594 stock positions worth $902.1 million. Its top holding was SS SPDR P Int Term TSY ETF (SPTI) at 15.6% of the portfolio, followed by Schwab US Large-Cap ETF (SCHX, 12.4%) and SS SPDR P St Term TSY ETF (SPTS, 10.0%). Compared with Q4 2025, it opened 52 new positions, sold out of 29, added to 73 and reduced 161. The biggest buy was a new position in Burke & Herbert Financial (BHRB) and the biggest sale Schwab US Large-Cap ETF (SCHX, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- ARLINGTON, VA
- CIK
- 0001066816
- Portfolio Value
- $902.1M (Q1 2026)
- SEC Filing
- 0001066816-26-000003 ↗ filed May 12, 2026
Holdings Value
Holdings 594 stocks · $902.1M
| SPTI SS SPDR P Int Term TSY ETF | 15.62% | 4,915,972 | $140.9M | Add +5.8% |
| SCHX Schwab US Large-Cap ETF | 12.42% | 4,368,968 | $112.0M | Reduce -1.5% |
| SPTS SS SPDR P St Term TSY ETF | 10.03% | 3,101,110 | $90.5M | Add +14.0% |
| VOO Vanguard S&P 500 ETF | 7.84% | 118,344 | $70.7M | Reduce -2.1% |
| IJH iShares Core S&P Midcap ETF | 4.43% | 591,793 | $40.0M | Reduce -3.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.83% | 52,993 | $34.6M | Reduce -1.1% |
| IVV iShares Core S&P 500 ETF | 2.84% | 39,263 | $25.6M | Reduce -1.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.40% | 283,446 | $21.7M | Add +14.2% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 2.17% | 331,194 | $19.6M | Add +7.9% |
| AAPL Apple Inc. | 1.96% | 69,792 | $17.7M | Add +22.6% |
| DFAI Dimensional International Co. | 1.88% | 436,189 | $17.0M | Add +18.7% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.72% | 321,698 | $15.5M | Add +5.1% |
| IEMG iShares Core MSCI Emerging | 1.60% | 206,596 | $14.4M | Add +4.9% |
| VYM Vanguard High DVD Yield ETF | 1.32% | 80,623 | $11.9M | Reduce -2.6% |
| BHRB Burke & Herbert Financial SE | 1.28% | 185,765 | $11.6M | New |
| IJR iShares Core S&P Small-Cap E | 1.25% | 90,726 | $11.3M | Reduce -2.4% |
| AMZN Amazon.com Inc. | 1.19% | 51,508 | $10.7M | Add +0.9% |
| VTI VG Morningstar TS MKT ETF-US | 1.10% | 30,791 | $9.9M | Reduce -8.0% |
| GOOGL Alphabet Inc. Class A | 1.07% | 33,445 | $9.6M | Reduce -1.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.97% | 30,405 | $8.7M | Reduce -3.8% |
| JMSB John Marshall Bancorp Inc. | 0.79% | 349,969 | $7.1M | Add +0.4% |
| MSFT Microsoft Corp. | 0.71% | 17,357 | $6.4M | Add +1.6% |
| JPM JPMorgan Chase & Co. | 0.59% | 18,021 | $5.3M | Reduce -1.8% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.57% | 128,074 | $5.1M | Reduce -4.4% |
| SGOV iShares 0-3 Month Treasury B | 0.51% | 46,131 | $4.6M | Reduce -8.1% |
| JEPI JPMorgan Equity Premium Inco | 0.47% | 74,052 | $4.2M | Reduce -1.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.41% | 8,555 | $3.7M | Add +10.8% |
| NVDA Nvidia Corp. | 0.41% | 21,174 | $3.7M | Reduce -0.5% |
| LLY Eli Lilly & Co. | 0.39% | 3,863 | $3.6M | Add +1.9% |
| IWM iShares Russell 2000 ETF | 0.39% | 14,256 | $3.5M | Reduce -2.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.36% | 6,846 | $3.3M | Reduce -1.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.35% | 12,123 | $3.2M | Reduce -4.0% |
| IDV iShares International Select | 0.35% | 73,727 | $3.1M | Reduce -18.5% |
| IWD iShares Russell 1000 Value E | 0.34% | 14,368 | $3.1M | Add +1.8% |
| PJAN Innovator U.S. Equity Power | 0.30% | 58,286 | $2.7M | Reduce -0.4% |
| META Meta Platforms Inc. Class A | 0.29% | 4,575 | $2.6M | Add +0.5% |
| VEA Vanguard Ftse Developed ETF | 0.28% | 39,776 | $2.5M | Add +4.2% |
| V Visa Inc. Class A | 0.28% | 8,355 | $2.5M | Reduce -2.0% |
| AVGO Broadcom Inc. | 0.27% | 7,817 | $2.4M | Add +3.3% |
| GDX Vaneck Gold Miners ETF | 0.26% | 25,919 | $2.4M | Reduce -17.1% |
| IAUM iShares Gold Trust Micro | 0.26% | 50,141 | $2.3M | Reduce -16.7% |
| CAT Caterpillar Inc. | 0.26% | 3,262 | $2.3M | Add +1.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.25% | 11,289 | $2.2M | Reduce -1.5% |
| HD Home Depot Inc. | 0.23% | 6,412 | $2.1M | Reduce -3.4% |
| RTX RTX Corp. | 0.23% | 10,554 | $2.0M | Reduce -0.3% |
| NEE Nextera Energy Inc. | 0.22% | 21,757 | $2.0M | Reduce -0.3% |
| EFA iShares MSCI Eafe ETF | 0.22% | 20,613 | $2.0M | Reduce -13.3% |
| GOOG Alphabet Inc. Class C | 0.22% | 6,775 | $1.9M | Reduce -2.9% |
| XOM Exxon Mobil Corp. | 0.20% | 10,696 | $1.8M | Reduce -2.6% |
| DHR Danaher Corp. | 0.20% | 9,537 | $1.8M | Add +0.8% |
| IWF iShares Russell 1000 Growth | 0.20% | 4,206 | $1.8M | No change |
| COST Costco Wholesale Corp. | 0.20% | 1,789 | $1.8M | Add +3.7% |
| MLM Martin Marietta Materials | 0.20% | 3,001 | $1.8M | No change |
| SLV iShares Silver Trust | 0.19% | 24,859 | $1.7M | Reduce -20.2% |
| MRK Merck & Co. Inc. | 0.19% | 13,921 | $1.7M | Reduce -0.6% |
| NOC Northrop Grumman Corp. | 0.17% | 2,253 | $1.5M | Reduce -1.9% |
| MCD McDonald's Corp. | 0.17% | 4,936 | $1.5M | Reduce -4.1% |
| PAPR Innovator U.S. Equity Power | 0.17% | 37,808 | $1.5M | Reduce -0.2% |
| IAU iShares Gold Trust | 0.16% | 16,608 | $1.5M | Reduce -0.4% |
| VWO Vanguard Ftse Emerging Marke | 0.16% | 26,951 | $1.5M | Reduce -0.3% |
| SCHF Schwab Intl Equity ETF | 0.16% | 58,104 | $1.4M | Reduce -8.2% |
| ABBV Abbvie Inc. | 0.15% | 6,389 | $1.4M | Reduce -0.1% |
| GDXJ Vaneck Junior Gold Miners | 0.15% | 11,354 | $1.4M | Reduce -10.6% |
| YUM Yum! Brands Inc. | 0.15% | 8,448 | $1.3M | Reduce -0.9% |
| RSP Invesco S&P 500 Equal Weight | 0.14% | 6,592 | $1.3M | Reduce -2.5% |
| JNJ Johnson & Johnson | 0.14% | 5,157 | $1.3M | Reduce -9.8% |
| AXP American Express Co. | 0.14% | 4,071 | $1.2M | Add +0.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.13% | 7,610 | $1.2M | Reduce -9.0% |
| MCO Moody's Corp. | 0.13% | 2,742 | $1.2M | No change |
| PEP Pepsico Inc. | 0.13% | 7,649 | $1.2M | Reduce -9.1% |
| PMAY Innovator U.S. Equity Power | 0.13% | 29,000 | $1.2M | Reduce -3.2% |
| DUK Duke Energy Corp. | 0.13% | 8,831 | $1.2M | Reduce -3.6% |
| APH Amphenol Corp. Class A | 0.12% | 8,856 | $1.1M | Reduce -5.2% |
| SCHO Schwab Short-Term US Treas | 0.12% | 45,965 | $1.1M | Reduce -3.5% |
| PG The Procter & Gamble Co. | 0.12% | 7,566 | $1.1M | Reduce -1.9% |
| BRO Brown & Brown Inc. | 0.12% | 16,495 | $1.1M | No change |
| PANW Palo Alto Networks Inc. | 0.11% | 6,434 | $1.0M | Add +5.0% |
| AMAT Applied Materials Inc. | 0.11% | 3,001 | $1.0M | Add +0.5% |
| VGIT Vanguard Intermediate-Term T | 0.11% | 17,216 | $1.0M | Add +178.2% |
| ACGL Arch Capital Group Ltd. | 0.11% | 10,666 | $1.0M | No change |
| SYK Stryker Corp. | 0.11% | 3,083 | $1.0M | Reduce -4.5% |
| MKC.V McCormick & Co. Inc. VTG Com | 0.11% | 20,080 | $1.0M | No change |
| NSC Norfolk Southern Corp. | 0.11% | 3,505 | $1.0M | No change |
| KMI Kinder Morgan Inc. | 0.11% | 29,834 | $1.0M | Reduce -4.8% |
| NFLX Netflix Inc. | 0.11% | 10,344 | $995K | Reduce -2.5% |
| CSCO Cisco Systems Inc. | 0.11% | 12,759 | $990K | Reduce -3.4% |
| AMGN Amgen Inc. | 0.11% | 2,810 | $989K | Add +10.0% |
| SCHB Schwab US Broad Market ETF | 0.11% | 38,893 | $976K | Reduce -0.3% |
| MAR Marriott International Class A | 0.11% | 2,974 | $973K | Reduce -16.9% |
| GE General Electric filed as GE AEROSPACE | 0.11% | 3,349 | $951K | Add +1.4% |
| LEU Centrus Energy Corp. Class A | 0.10% | 5,175 | $898K | No change |
| AUB Atlantic Union Bankshares Co. | 0.10% | 25,033 | $895K | Add +7.8% |
| IUSV iShares Core S&P U.S. Value | 0.10% | 8,741 | $894K | Reduce -5.3% |
| EPD Enterprise Products Partners | 0.10% | 23,445 | $887K | Reduce -4.8% |
| MA Mastercard Inc. Class A | 0.10% | 1,748 | $873K | Add +0.3% |
| CVX Chevron Corp. | 0.09% | 4,009 | $830K | Reduce -7.9% |
| BNL Broadstone Net Lease Inc. | 0.09% | 43,978 | $805K | Reduce -3.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.09% | 2,625 | $793K | Reduce -5.1% |
| SCHR Schwab Intermediate-Term US | 0.09% | 31,087 | $774K | Add +10.2% |
| ICE Intercontinental Exchange Inc. | 0.08% | 4,867 | $765K | Reduce -3.4% |
Portfolio Sells Q4 2025 → Q1 2026
| SCHX Schwab US Large-Cap ETF | Reduce -1.5% | 12.42% | −0.98 |
| VOO Vanguard S&P 500 ETF | Reduce -2.1% | 7.84% | −0.66 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.1% | 3.83% | −0.28 |
| IVV iShares Core S&P 500 ETF | Reduce -1.4% | 2.84% | −0.22 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -8.0% | 1.10% | −0.16 |
| GOOGL Alphabet Inc. Class A | Reduce -1.5% | 1.07% | −0.13 |
| IJH iShares Core S&P Midcap ETF | Reduce -3.4% | 4.43% | −0.11 |
| JPM JPMorgan Chase & Co. | Reduce -1.8% | 0.59% | −0.08 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -3.8% | 0.97% | −0.06 |
| V Visa Inc. Class A | Reduce -2.0% | 0.28% | −0.06 |
| IDV iShares International Select | Reduce -18.5% | 0.35% | −0.05 |
| SGOV iShares 0-3 Month Treasury B | Reduce -8.1% | 0.51% | −0.05 |
| CRM Salesforce Inc. | Reduce -10.7% | 0.06% | −0.04 |
| SLV iShares Silver Trust | Reduce -20.2% | 0.19% | −0.04 |
| GDX Vaneck Gold Miners ETF | Reduce -17.1% | 0.26% | −0.04 |
| NOW ServiceNow Inc. | Reduce -16.6% | 0.05% | −0.04 |
| NVDA Nvidia Corp. | Reduce -0.5% | 0.41% | −0.04 |
| ORCL Oracle Corp. | Reduce -6.0% | 0.08% | −0.03 |
| EFA iShares MSCI Eafe ETF | Reduce -13.3% | 0.22% | −0.03 |
| IAUM iShares Gold Trust Micro | Reduce -16.7% | 0.26% | −0.03 |
| GOOG Alphabet Inc. Class C | Reduce -2.9% | 0.22% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.4% | 0.36% | −0.03 |
| ADBE Adobe Inc. | Reduce -33.5% | 0.02% | −0.03 |
| ISRG Intuitive Surgical Inc. | Reduce -36.8% | 0.03% | −0.02 |
| HD Home Depot Inc. | Reduce -3.4% | 0.23% | −0.02 |
| JEPI JPMorgan Equity Premium Inco | Reduce -1.9% | 0.47% | −0.02 |
| CDNS Cadence Design SYS Inc. | Reduce -33.0% | 0.03% | −0.02 |
| ADP Automatic Data Processing | Reduce -1.1% | 0.06% | −0.02 |
| PLTR Palantir Technologies Inc. Class A | Reduce -74.6% | 0.00% | −0.02 |
| APH Amphenol Corp. Class A | Reduce -5.2% | 0.12% | −0.02 |
| TYL Tyler Technologies Inc. | Sold out | 0.00% | −0.02 |
| MELI MercadoLibre Inc. | Reduce -59.8% | 0.01% | −0.02 |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | Reduce -4.4% | 0.57% | −0.02 |
| PGR Progressive Corp. | Reduce -41.5% | 0.02% | −0.02 |
| MAR Marriott International Class A | Reduce -16.9% | 0.11% | −0.02 |
| WFC Wells Fargo & Co. | Reduce -1.7% | 0.08% | −0.02 |
| CB Chubb Ltd. | Reduce -31.0% | 0.04% | −0.02 |
| SYK Stryker Corp. | Reduce -4.5% | 0.11% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -4.0% | 0.35% | −0.01 |
| CMG Chipotle Mexican Grill Inc. | Reduce -66.8% | 0.00% | −0.01 |
| SCHF Schwab Intl Equity ETF | Reduce -8.2% | 0.16% | −0.01 |
| WSO Watsco Inc. | Sold out | 0.00% | −0.01 |
| GDXJ Vaneck Junior Gold Miners | Reduce -10.6% | 0.15% | −0.01 |
| PJAN Innovator U.S. Equity Power | Reduce -0.4% | 0.30% | −0.01 |
| ELV Elevance Health Inc. | Reduce -6.0% | 0.04% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -2.2% | 0.39% | −0.01 |
| ABT Abbott Laboratories | Reduce -2.1% | 0.04% | −0.01 |
| ABBV Abbvie Inc. | Reduce -0.1% | 0.15% | −0.01 |
| LH Labcorp Holdings Inc. | Reduce -14.8% | 0.08% | −0.01 |
| TMUS T-Mobile US Inc. | Reduce -29.2% | 0.03% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| BHRB Burke & Herbert Financial SE | New | 1.28% | +1.28 |
| SPTS SS SPDR P St Term TSY ETF | Add +14.0% | 10.03% | +1.09 |
| SPTI SS SPDR P Int Term TSY ETF | Add +5.8% | 15.62% | +0.58 |
| DFAI Dimensional International Co. | Add +18.7% | 1.88% | +0.31 |
| AAPL Apple Inc. | Add +22.6% | 1.96% | +0.23 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +7.9% | 2.17% | +0.18 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +14.2% | 2.40% | +0.17 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +5.1% | 1.72% | +0.11 |
| IEMG iShares Core MSCI Emerging | Add +4.9% | 1.60% | +0.11 |
| VGIT Vanguard Intermediate-Term T | Add +178.2% | 0.11% | +0.07 |
| CAT Caterpillar Inc. | Add +1.1% | 0.26% | +0.05 |
| VGSH Vanguard Short-Term Treasury | Add +6984.3% | 0.04% | +0.04 |
| COST Costco Wholesale Corp. | Add +3.7% | 0.20% | +0.03 |
| AMAT Applied Materials Inc. | Add +0.5% | 0.11% | +0.03 |
| HON Honeywell International Inc. | Add +59.4% | 0.06% | +0.03 |
| APD Air Products & Chemicals Inc. | Add +10.1% | 0.08% | +0.02 |
| AMGN Amgen Inc. | Add +10.0% | 0.11% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +4.2% | 0.28% | +0.01 |
| SBUX Starbucks Corp. | Add +720.0% | 0.01% | +0.01 |
| ROP Roper Technologies Inc. | Add +56.2% | 0.04% | +0.01 |
| AUB Atlantic Union Bankshares Co. | Add +7.8% | 0.10% | +0.01 |
| IWD iShares Russell 1000 Value E | Add +1.8% | 0.34% | +0.01 |
| SCHR Schwab Intermediate-Term US | Add +10.2% | 0.09% | +0.01 |
| UNP Union Pacific Corp. | Add +10.2% | 0.04% | +0.01 |
| DGRO iShares Core Dividend Growth | Add +10.3% | 0.06% | +0.01 |
| JMSB John Marshall Bancorp Inc. | Add +0.4% | 0.79% | +0.01 |
| KO The Coca-Cola Co. | Add +0.0% | 0.06% | +0.00 |
| PFE Pfizer Inc. | Add +3.3% | 0.03% | +0.00 |
| XLK SS Technology Select Sector | Add +160.9% | 0.01% | +0.00 |
| VEU Vanguard Ftse All-World Ex-U | Add +21.9% | 0.02% | +0.00 |
| IJK iShares S&P Mid-Cap 400 Grow | New | 0.00% | +0.00 |
| EFAV iShares MSCI Eafe Min Vol Fa | New | 0.00% | +0.00 |
| LIN Linde PLC | Add +19.5% | 0.01% | +0.00 |
| SPAB SS SPDR P Agg Bond ETF | New | 0.00% | +0.00 |
| ADI Analog Devices Inc. | Add +9.0% | 0.01% | +0.00 |
| BND Vanguard Total Bond Market | New | 0.00% | +0.00 |
| AGG iShares Core U.S. Aggregate | New | 0.00% | +0.00 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.00% | +0.00 |
| TXN Texas Instruments Inc. | Add +5.3% | 0.02% | +0.00 |
| DBEF Xtrackers MSCI Eafe Hedged E | New | 0.00% | +0.00 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | New | 0.00% | +0.00 |
| HEFA Isha Curr Hedged MSCI Eafe | New | 0.00% | +0.00 |
| VCSH Vanguard S/T Corp. Bond ETF | New | 0.00% | +0.00 |
| VCIT Vanguard Int-Term Corporate | New | 0.00% | +0.00 |
| GSLC Goldman Activebeta US LC ETF | New | 0.00% | +0.00 |
| JEPQ JPM Nasdaq Equity Premium | New | 0.00% | +0.00 |
| XLY SS Consumer Disc Select Sect | Add +740.0% | 0.00% | +0.00 |
| XT Ishar Fture Exp Tech ETF-Usd | Add +36.3% | 0.01% | +0.00 |
| JIRE JPMorgan Int Res Enh Eqty | New | 0.00% | +0.00 |
| SPYX SS SPDR S&P 500 Foss FL ETF | Add +35.4% | 0.01% | +0.00 |
Notes & Other Activity Q4 2025 → Q1 2026
| ALB Albemarle Corp. | COM | Sold out | 0 | $81before 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 |