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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.44B
$1.6 Million 0.19% of portfolio
5,175
Q3 2024 Added 3.5%
$3.41B
$811,000 0.09% of portfolio
45,414
Q3 2025 Reduced 4.51%
$2.43B
$479,000 0.06% of portfolio
13,601
Q2 2025 Added 339.31%
$8.94B
$477,000 0.06% of portfolio
1,124
Q3 2024 Reduced 35.22%
$3.5B
$333,000 0.04% of portfolio
6,447
Q3 2025 Reduced 6.93%
$2.98B
$223,000 0.03% of portfolio
11,979
Q3 2019 Reduced 28.89%
$2.09B
$231,000 0.03% of portfolio
30,000
Q1 2023 New
$4.9B
$154,000 0.02% of portfolio
4,159
Q4 2023 Reduced 30.35%
$2.42B
$172,000 0.02% of portfolio
5,000
Q1 2024 Reduced 16.67%
$6.2B
$48,000 0.01% of portfolio
450
Q2 2025 Added 1,400.0%
$7.95B
$54,000 0.01% of portfolio
2,100
Q1 2024 New
$9.23B
$69,000 0.01% of portfolio
5,300
Q4 2023 Reduced 1.05%
$8.51B
$0 0.0% of portfolio
3
Q4 2023 New
$6.61B
$0 0.0% of portfolio
15
Q2 2022 New
$3.19B
$0 0.0% of portfolio
16
Q2 2023 Added 6.67%
$5.67B
$13,000 0.0% of portfolio
323
Q4 2023 Reduced 33.81%
$6.15B
$0 0.0% of portfolio
8
Q4 2024 Added 60.0%
$3B
$0 0.0% of portfolio
91
Q1 2025 New
$3.96B
$0 0.0% of portfolio
40
Q4 2024 New
$5.45B
$41,000 0.0% of portfolio
533
Q2 2021 New
$2.01B
$0 0.0% of portfolio
3
Q3 2024 Reduced 98.71%
$2.32B
$0 0.0% of portfolio
5
Q2 2025 New
$2.97B
$0 0.0% of portfolio
8
Q3 2025 Reduced 38.46%
$2.27B
$2,000 0.0% of portfolio
200
Q4 2024 Reduced 66.67%
$4.16B
$5,000 0.0% of portfolio
5
Q4 2022 New
$5.88B
$6,000 0.0% of portfolio
120
Q1 2025 Added 4.35%
$2.44B
$2,000 0.0% of portfolio
21
Q1 2022 New
$6.76B
$2,000 0.0% of portfolio
65
Q2 2025 Reduced 36.27%
$5.53B
$0 0.0% of portfolio
19
Q2 2025 New
$8.36B
$0 0.0% of portfolio
10
Q2 2025 New
$9.31B
$5,000 0.0% of portfolio
240
Q1 2024 Reduced 3.61%
$7.46B
$34,000 0.0% of portfolio
174
Q3 2024 Reduced 67.42%
$2.32B
$0 0.0% of portfolio
113
Q1 2024 New
$9.13B
$19,000 0.0% of portfolio
556
Q3 2025 Reduced 67.6%
$8.99B
$10,000 0.0% of portfolio
305
Q2 2025 Added 190.48%
$4.4B
$0 0.0% of portfolio
10
Q2 2025 New
$5.83B
$9,000 0.0% of portfolio
327
Q1 2025 New
$8.27B
$1,000 0.0% of portfolio
233
Q1 2025 New
$7.74B
$24,000 0.0% of portfolio
29
Q4 2023 New
$6.17B
$0 0.0% of portfolio
8
Q3 2021 Reduced 86.21%
$4.39B
$11,000 0.0% of portfolio
140
Q3 2021 Reduced 26.32%

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
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