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 301–350 of 571
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GIS | GENERAL MLS INC | 1K | $50K–$100K | SH |
| VOT | VANGUARD INDEX FDS | 230 | $50K–$100K | SH |
| IWC | ISHARES TR | 406 | $50K–$100K | SH |
| PFEB | INNOVATOR ETFS TRUST | 2K | $50K–$100K | SH |
| SCHD | SCHWAB STRATEGIC TR | 2K | $50K–$100K | SH |
| ZBH | ZIMMER BIOMET HOLDINGS INC | 678 | $50K–$100K | SH |
| DFUV | DIMENSIONAL ETF TRUST | 1K | $50K–$100K | SH |
| NRG | NRG ENERGY INC | 373 | $50K–$100K | SH |
| WSM | WILLIAMS SONOMA INC | 330 | $50K–$100K | SH |
| TSEM | TOWER SEMICONDUCTOR LTD | 500 | $50K–$100K | SH |
| AME | AMETEK INC | 285 | $50K–$100K | SH |
| EEM | ISHARES TR | 1K | $50K–$100K | SH |
| SPYX | SPDR SERIES TRUST | 1K | $50K–$100K | SH |
| FISV | FISERV INC | 844 | $50K–$100K | SH |
| BEP | BROOKFIELD RENEWABLE PARTNER | 2K | $50K–$100K | SH |
| DLR | DIGITAL RLTY TR INC | 355 | $50K–$100K | SH |
| VPL | VANGUARD INTL EQUITY INDEX F | 600 | $50K–$100K | SH |
| DES | WISDOMTREE TR | 2K | $50K–$100K | SH |
| SBAC | SBA COMMUNICATIONS CORP NEW | 270 | $50K–$100K | SH |
| Q | QNITY ELECTRONICS INC | 613 | $50K–$100K | SH |
| RWR | SPDR SERIES TRUST | 509 | $50K–$100K | SH |
| NEM | NEWMONT CORP | 496 | $15K–$50K | SH |
| DD | DUPONT DE NEMOURS INC | 1K | $15K–$50K | SH |
| SDY | SPDR SERIES TRUST | 352 | $15K–$50K | SH |
| XT | ISHARES TR | 700 | $15K–$50K | SH |
| PLD | PROLOGIS INC. | 379 | $15K–$50K | SH |
| INTC | INTEL CORP | 1K | $15K–$50K | SH |
| MAS | MASCO CORP | 746 | $15K–$50K | SH |
| AEP | AMERICAN ELEC PWR CO INC | 410 | $15K–$50K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 950 | $15K–$50K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 203 | $15K–$50K | SH |
| KMB | KIMBERLY-CLARK CORP | 426 | $15K–$50K | SH |
| SWX | SOUTHWEST GAS HLDGS INC | 533 | $15K–$50K | SH |
| TROW | PRICE T ROWE GROUP INC | 415 | $15K–$50K | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 458 | $15K–$50K | SH |
| LUV | SOUTHWEST AIRLS CO | 1K | $15K–$50K | SH |
| OKE | ONEOK INC NEW | 560 | $15K–$50K | SH |
| LYB | LYONDELLBASELL INDUSTRIES N | 869 | $15K–$50K | SH |
| ADSK | AUTODESK INC | 126 | $15K–$50K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 173 | $15K–$50K | SH |
| HII | HUNTINGTON INGALLS INDS INC | 108 | $15K–$50K | SH |
| PAA | PLAINS ALL AMERN PIPELINE L | 2K | $15K–$50K | SH |
| PPL | PPL CORP | 1K | $15K–$50K | SH |
| UPS | UNITED PARCEL SERVICE INC | 355 | $15K–$50K | SH |
| FDVV | FIDELITY COVINGTON TRUST | 600 | $15K–$50K | SH |
| CCL | CARNIVAL CORP | 1K | $15K–$50K | SH |
| AOR | ISHARES TR | 514 | $15K–$50K | SH |
| IJS | ISHARES TR | 293 | $15K–$50K | SH |
| AMWD | AMERICAN WOODMARK CORPORATIO | 600 | $15K–$50K | SH |
| VNQ | VANGUARD INDEX FDS | 356 | $15K–$50K | SH |