Evermay Wealth Management LLC Portfolio Holdings

Evermay Wealth Management LLC

  • $806 Million
  • Q2 2025

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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$76,000 0.01% of portfolio
5,800
Q4 2021 New
$0
$110,000 0.01% of portfolio
4,347
Q2 2025 Added 11.29%
$0
$4,000 0.0% of portfolio
500
Q2 2025 New
$0
$12,000 0.0% of portfolio
400
Q2 2021 New
$0
$13,000 0.0% of portfolio
298
Q4 2023 Reduced 10.51%
$41.4M
$0 0.0% of portfolio
205
Q1 2025 New
$0
$1,000 0.0% of portfolio
48
Q4 2023 Reduced 75.38%
$0
$16,000 0.0% of portfolio
1,266
Q2 2021 New
$19.4M
$0 0.0% of portfolio
30
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 573
  • Current Value $806 Million
  • Prior Value $756 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 32 stocks
  • Additional Purchases 94 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 127 stocks
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