Evermay Wealth Management LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $756 Million distributed in 579 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $111M, Spdr Ser Tr Spdr Portfolio Int with a value of $109M, Vanguard Index Fds S&P 500 ETF with a value of $68.8M, Spdr Portfolio Short Term Trea with a value of $63.5M, and Ishares Core S&P Mid Cap ETF with a value of $39.6M.
Examining the 13F form we can see an increase of $101M in the current position value, from $654M to 756M.
Evermay Wealth Management LLC is based out at Arlington, VA
Below you can find more details about Evermay Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$756 Million
ETFs: $604 Million
Technology: $32.7 Million
Financial Services: $31.7 Million
Consumer Cyclical: $22.9 Million
Healthcare: $16.4 Million
Industrials: $13.8 Million
Communication Services: $11.9 Million
Consumer Defensive: $7.59 Million
Other: $14.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
