Evermay Wealth Management LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $806 Million distributed in 573 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Ser Tr Spdr Portfolio Int with a value of $113M, Schwab Strategic Tr Us Large C with a value of $111M, Vanguard Index Fds S&P 500 ETF with a value of $72.1M, Spdr Portfolio Short Term Trea with a value of $67.8M, and Ishares Core S&P Mid Cap ETF with a value of $40.2M.
Examining the 13F form we can see an increase of $50M in the current position value, from $756M to 806M.
Also it can be appreciated an additional of 32 stocks purchases and 1 closed positions.
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
$806 Million
ETFs: $643 Million
Technology: $38.2 Million
Financial Services: $33.1 Million
Consumer Cyclical: $24.9 Million
Industrials: $15 Million
Healthcare: $15 Million
Communication Services: $14 Million
Consumer Defensive: $7.34 Million
Other: $14.9 Million
Stock Holdings Table Market Cap. of $200 Billions or more
