Evermay Wealth Management LLC Portfolio Holdings

Evermay Wealth Management LLC

  • $866 Million
  • Q3 2025

Evermay Wealth Management LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $866 Million distributed in 561 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 $129M, Schwab Strategic Tr Us Large C with a value of $118M, Spdr Portfolio Short Term Trea with a value of $75.4M, Vanguard Index Fds S&P 500 ETF with a value of $75.2M, and Ishares Core S&P Mid Cap ETF with a value of $40.8M.

Examining the 13F form we can see an increase of $60.2M in the current position value, from $806M to 866M. Also it can be appreciated an additional of 9 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 $866 Million
ETFs: $695 Million
Technology: $42.2 Million
Financial Services: $33.6 Million
Consumer Cyclical: $24.5 Million
Communication Services: $16.3 Million
Industrials: $15.8 Million
Healthcare: $15.1 Million
Consumer Defensive: $6.95 Million
Other: $16.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$129 Million 14.91% of portfolio
4,467,604
Q3 2025 Added 13.27%
$0
$118 Million 13.63% of portfolio
4,479,882
Q3 2025 Reduced 1.43%
$0
$75.4 Million 8.71% of portfolio
2,571,402
Q3 2025 Added 11.13%
$0
$75.2 Million 8.69% of portfolio
122,842
Q3 2025 Reduced 3.25%
$0
$40.8 Million 4.71% of portfolio
624,959
Q3 2025 Reduced 3.49%
$0
$35.8 Million 4.14% of portfolio
53,791
Q3 2025 Reduced 0.68%
$0
$27.6 Million 3.19% of portfolio
41,223
Q3 2025 Reduced 3.34%
$0
$18.9 Million 2.19% of portfolio
241,518
Q3 2025 Added 6.88%
$0
$16.4 Million 1.9% of portfolio
287,385
Q3 2025 Added 6.74%
$4.3T
$14.7 Million 1.7% of portfolio
57,827
Q3 2025 Reduced 2.1%
$0
$13.7 Million 1.58% of portfolio
295,138
Q3 2025 Added 5.33%
$2.39T
$13 Million 1.5% of portfolio
59,309
Q3 2025 Reduced 2.94%
$0
$12 Million 1.39% of portfolio
85,110
Q3 2025 Reduced 2.09%
$0
$11.9 Million 1.37% of portfolio
326,189
Q3 2025 Added 45.86%
$0
$11.3 Million 1.3% of portfolio
34,282
Q3 2025 Reduced 10.29%
$0
$11.2 Million 1.3% of portfolio
94,592
Q3 2025 Reduced 2.03%
$3.78T
$9.08 Million 1.05% of portfolio
17,539
Q3 2025 Reduced 1.13%
$1.65T
$8.5 Million 0.98% of portfolio
34,956
Q3 2025 Reduced 2.52%
$0
$8.1 Million 0.94% of portfolio
150,923
Q3 2025 Added 952.09%
$0
$7.4 Million 0.85% of portfolio
195,061
Q3 2025 Reduced 53.59%
$278M
$6.91 Million 0.8% of portfolio
348,424
Q3 2025 Added 4.32%
$881B
$5.92 Million 0.68% of portfolio
18,767
Q3 2025 Reduced 2.38%
$0
$5.07 Million 0.59% of portfolio
88,734
Q3 2025 Reduced 10.23%
$0
$3.96 Million 0.46% of portfolio
39,372
Q3 2025 Added 1.86%
$0
$3.89 Million 0.45% of portfolio
106,387
Q3 2025 Reduced 4.56%
$465B
$3.93 Million 0.45% of portfolio
21,056
Q3 2025 Reduced 0.19%
$0
$3.65 Million 0.42% of portfolio
15,089
Q3 2025 Reduced 1.22%
$662B
$3.67 Million 0.42% of portfolio
7,304
Q3 2025 Reduced 2.06%
$0
$3.58 Million 0.41% of portfolio
7,454
Q2 2025 Reduced 0.07%
$1.37T
$3.55 Million 0.41% of portfolio
4,838
Q3 2025 Reduced 0.19%
$0
$3.23 Million 0.37% of portfolio
12,704
Q3 2025 Reduced 1.86%
$0
$2.93 Million 0.34% of portfolio
64,037
Q3 2025 Reduced 0.55%
$0
$2.91 Million 0.34% of portfolio
38,039
Q3 2025 Reduced 0.48%
$533B
$2.93 Million 0.34% of portfolio
8,576
Q3 2025 Reduced 5.51%
$0
$2.89 Million 0.33% of portfolio
14,211
Q3 2025 Reduced 2.58%
$971B
$2.83 Million 0.33% of portfolio
3,715
Q3 2025 Reduced 1.25%
$367B
$2.73 Million 0.31% of portfolio
6,729
Q3 2025 Reduced 1.69%
$2.46B
$2.61 Million 0.3% of portfolio
67,805
Q3 2025 Reduced 1.06%
$139B
$2.55 Million 0.29% of portfolio
7,727
Q3 2025 Reduced 4.44%
$0
$2.5 Million 0.29% of portfolio
26,814
Q3 2025 Reduced 1.23%
$0
$2.3 Million 0.27% of portfolio
38,319
Q3 2025 Reduced 10.29%
$0
$2.19 Million 0.25% of portfolio
11,760
Q3 2025 Reduced 3.65%
$160B
$2.07 Million 0.24% of portfolio
10,453
Q3 2025 Reduced 1.05%
$0
$1.97 Million 0.23% of portfolio
4,206
Q3 2025 Reduced 0.33%
$37.2B
$1.89 Million 0.22% of portfolio
3,001
Q1 2024 Added 2.21%
$258B
$1.78 Million 0.21% of portfolio
10,622
Q3 2025 Reduced 3.19%
$1.74T
$1.71 Million 0.2% of portfolio
7,020
Q3 2025 Reduced 0.68%
$404B
$1.7 Million 0.2% of portfolio
1,839
Q3 2025 Reduced 0.38%
$168B
$1.66 Million 0.19% of portfolio
21,957
Q3 2025 Reduced 2.55%

Summary

  • Portfolio
  • No. of Stocks 561
  • Current Value $866 Million
  • Prior Value $806 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 32 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 173 stocks
Track This Portfolio

Track Evermay Wealth Management LLC Portfolio

Follow Evermay Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evermay Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evermay Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email