EdgeMarket › What Evermay Wealth Management Llc reported owning
What Evermay Wealth Management Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
902.1MPositions
594Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| SPTI State Street SPDR Portfolio Intermediate Term | 140.9M | 15.6% | 4.9M | 28.07 | -2.3% |
| SCHX Schwab U.S. Large-Cap ETF | 112.0M | 12.4% | 4.4M | 30.21 | +19.6% |
| SPTS State Street SPDR Portfolio Short Term Treasur | 90.5M | 10.0% | 3.1M | 28.96 | -1.0% |
| VOO Vanguard S&P 500 ETF | 70.7M | 7.8% | 118.3K | 703.71 | +20.0% |
| IJH iShares Core S&P Mid-Cap ETF | 40.0M | 4.4% | 591.8K | 76.77 | +20.8% |
| SPY SPDR S&P 500 ETF TRUST | 34.6M | 3.8% | 53.0K | 765.72 | +20.0% |
| IVV iShares Core S&P 500 ETF | 25.6M | 2.8% | 39.3K | 769.31 | +20.0% |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 21.7M | 2.4% | 283.4K | 90.13 | +20.1% |
| SPMD State Street SPDR Portfolio S&P 400 Mid Cap ET | 19.6M | 2.2% | 331.2K | 67.27 | +20.8% |
| AAPL Apple Inc. | 17.7M | 2.0% | 69.8K | 309.35 | +36.9% |
| DFAI Dimensional International Core Equity Market E | 17.0M | 1.9% | 436.2K | 43.35 | +21.1% |
| SPSM State Street SPDR Portfolio S&P 600 Small Cap | 15.5M | 1.7% | 321.7K | 57.28 | +28.7% |
| IEMG iShares Core MSCI Emerging Markets ETF | 14.4M | 1.6% | 206.6K | 81.57 | +31.9% |
| VYM Vanguard High Dividend Yield ETF | 11.9M | 1.3% | 80.6K | 164.97 | +19.9% |
| BHRB Burke & Herbert Financial Services Corp. | 11.6M | 1.3% | 185.8K | 71.55 | +18.4% |
| IJR iShares Core S&P Small-Cap ETF | 11.3M | 1.3% | 90.7K | 147.31 | +29.0% |
| AMZN AMAZON COM INC | 10.7M | 1.2% | 51.5K | 258.63 | +15.6% |
| VTI Vanguard Morningstar Total Stock Market ETF | 9.9M | 1.1% | 30.8K | 378.24 | +20.5% |
| GOOGL Alphabet Inc. | 9.6M | 1.1% | 33.4K | 344.82 | +73.0% |
| VO Vanguard Morningstar Mid-Cap ETF | 8.7M | 1.0% | 30.4K | 82.97 | +15.9% |
| JMSB John Marshall Bancorp, Inc. | 7.1M | 0.8% | 350.0K | 23.25 | +18.1% |
| MSFT MICROSOFT CORP | 6.4M | 0.7% | 17.4K | 483.24 | -4.4% |
| JPM JPMORGAN CHASE & CO | 5.3M | 0.6% | 18.0K | 351.58 | +20.3% |
| XSOE WisdomTree Emerging Markets Ex-State Owned Ent | 5.1M | 0.6% | 128.1K | 47.51 | +34.1% |
| SGOV iShares 0-3 Month Treasury Bond ETF | 4.6M | 0.5% | 46.1K | 100.63 | +0.0% |
| JEPI JPMorgan Equity Premium Income ETF | 4.2M | 0.5% | 74.1K | 57.92 | +1.4% |
| VUG Vanguard Morningstar Growth ETF | 3.7M | 0.4% | 8.6K | 87.50 | +15.9% |
| NVDA NVIDIA CORP | 3.7M | 0.4% | 21.2K | 214.72 | +22.4% |
| LLY ELI LILLY & Co | 3.6M | 0.4% | 3.9K | 1,255.40 | +78.0% |
| IWM iShares Russell 2000 ETF | 3.5M | 0.4% | 14.3K | 299.96 | +33.1% |
| unmapped CUSIP 084670702 | 3.3M | 0.4% | 6.8K | — | — |
| VB Vanguard Morningstar Small-Cap ETF | 3.2M | 0.4% | 12.1K | 304.76 | +24.4% |
| IDV iShares International Select Dividend ETF | 3.1M | 0.3% | 73.7K | 45.09 | +22.4% |
| IWD iShares Russell 1000 Value ETF | 3.1M | 0.3% | 14.4K | 257.29 | +29.2% |
| PJAN Innovator U.S. Equity Power Buffer ETF - Janua | 2.7M | 0.3% | 58.3K | 50.42 | +12.4% |
| META Meta Platforms, Inc. | 2.6M | 0.3% | 4.6K | 549.90 | -26.5% |
| VEA Vanguard FTSE Developed Markets ETF | 2.5M | 0.3% | 39.8K | 73.42 | +24.7% |
| V VISA INC. | 2.5M | 0.3% | 8.4K | 371.04 | +7.9% |
| AVGO Broadcom Inc. | 2.4M | 0.3% | 7.8K | 368.45 | +26.5% |
| GDX VanEck Gold Miners ETF | 2.4M | 0.3% | 25.9K | 102.83 | +76.3% |
| IAUM iShares Gold Trust Micro | 2.3M | 0.3% | 50.1K | 45.99 | +37.7% |
| CAT CATERPILLAR INC | 2.3M | 0.3% | 3.3K | 827.90 | +96.8% |
| VTV Vanguard Morningstar Value ETF | 2.2M | 0.2% | 11.3K | 226.40 | +24.6% |
| HD HOME DEPOT, INC. | 2.1M | 0.2% | 6.4K | 335.61 | -16.5% |
| RTX RTX Corp | 2.0M | 0.2% | 10.6K | 209.91 | +34.1% |
| NEE NEXTERA ENERGY INC | 2.0M | 0.2% | 21.8K | 83.65 | +9.8% |
| EFA iShares MSCI EAFE ETF | 2.0M | 0.2% | 20.6K | 108.24 | +17.1% |
| GOOG Alphabet Inc. | 1.9M | 0.2% | 6.8K | 341.75 | +70.7% |
| XOM ExxonMobil Holdings Corp | 1.8M | 0.2% | 10.7K | 165.11 | +52.1% |
| DHR DANAHER CORP /DE/ | 1.8M | 0.2% | 9.5K | 218.85 | +3.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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