CIK 1066816
EVERMAY WEALTH MANAGEMENT LLC
Institutional 13F holdings & portfolio
Holdings
571
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 571
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPTI | SPDR SERIES TRUST | 4.6M | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 4.4M | $1M+ | SH |
| SPTS | SPDR SERIES TRUST | 2.7M | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 121K | $1M+ | SH |
| IJH | ISHARES TR | 613K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 54K | $1M+ | SH |
| IVV | ISHARES TR | 40K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 248K | $1M+ | SH |
| SPMD | SPDR SERIES TRUST | 307K | $1M+ | SH |
| AAPL | APPLE INC | 57K | $1M+ | SH |
| SPSM | SPDR SERIES TRUST | 306K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 367K | $1M+ | SH |
| IEMG | ISHARES INC | 197K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 83K | $1M+ | SH |
| AMZN | AMAZON COM INC | 51K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 33K | $1M+ | SH |
| IJR | ISHARES TR | 93K | $1M+ | SH |
| GOOGL | ALPHABET INC | 34K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 32K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 17K | $1M+ | SH |
| JMSB | JOHN MARSHALL BANCORP INC | 348K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 18K | $1M+ | SH |
| XSOE | WISDOMTREE TR | 134K | $1M+ | SH |
| SGOV | ISHARES TR | 50K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 75K | $1M+ | SH |
| LLY | ELI LILLY & CO | 4K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 21K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 8K | $1M+ | SH |
| IWM | ISHARES TR | 15K | $1M+ | SH |
| IDV | ISHARES TR | 90K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 7K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 13K | $1M+ | SH |
| META | META PLATFORMS INC | 5K | $1M+ | SH |
| V | VISA INC | 9K | $1M+ | SH |
| IWD | ISHARES TR | 14K | $1M+ | SH |
| PJAN | INNOVATOR ETFS TRUST | 59K | $1M+ | SH |
| GDX | VANECK ETF TRUST | 31K | $1M+ | SH |
| AVGO | BROADCOM INC | 8K | $1M+ | SH |
| IAUM | ISHARES GOLD TR | 60K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 38K | $1M+ | SH |
| HD | HOME DEPOT INC | 7K | $1M+ | SH |
| EFA | ISHARES TR | 24K | $1M+ | SH |
| GOOG | ALPHABET INC | 7K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 11K | $1M+ | SH |
| DHR | DANAHER CORPORATION | 9K | $1M+ | SH |
| SLV | ISHARES SILVER TR | 31K | $1M+ | SH |
| IWF | ISHARES TR | 4K | $1M+ | SH |
| RTX | RTX CORPORATION | 11K | $1M+ | SH |
| MLM | MARTIN MARIETTA MATLS INC | 3K | $1M+ | SH |
| CAT | CATERPILLAR INC | 3K | $1M+ | SH |