Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
EVERMAY WEALTH MANAGEMENT LLC (CIK 1066816) reported $902.1M across 591 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPTI ($140.9M, 15.62%), SCHX ($112.0M, 12.42%), SPTS ($90.5M, 10.03%), VOO ($70.7M, 7.84%), IJH ($40.0M, 4.43%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPTI | SPDR SERIES TRUST | $140.9M | 15.62% | 4.9M | Added |
| 2 | SCHX | SCHWAB STRATEGIC TR | $112.0M | 12.42% | 4.4M | Trimmed |
| 3 | SPTS | SPDR SERIES TRUST | $90.5M | 10.03% | 3.1M | Added |
| 4 | VOO | VANGUARD INDEX FDS | $70.7M | 7.84% | 118,344 | Trimmed |
| 5 | IJH | ISHARES TR | $40.0M | 4.43% | 591,793 | Trimmed |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $34.6M | 3.83% | 52,993 | Trimmed |
| 7 | IVV | ISHARES TR | $25.6M | 2.84% | 39,263 | Trimmed |
| 8 | SPLG | SPDR SERIES TRUST | $21.7M | 2.41% | 283,446 | Added |
| 9 | SPMD | SPDR SERIES TRUST | $19.6M | 2.17% | 331,194 | Added |
| 10 | AAPL | APPLE INC | $17.7M | 1.96% | 69,792 | Added |
| 11 | DFAI | DIMENSIONAL ETF TRUST | $17.0M | 1.88% | 436,189 | Added |
| 12 | SPSM | SPDR SERIES TRUST | $15.5M | 1.72% | 321,698 | Added |
| 13 | IEMG | ISHARES INC | $14.4M | 1.60% | 206,596 | Added |
| 14 | VYM | VANGUARD WHITEHALL FDS | $11.9M | 1.32% | 80,623 | Trimmed |
| 15 | BHRB | BURKE HERBERT FINL SVCS CORP | $11.6M | 1.28% | 185,765 | New |
| 16 | IJR | ISHARES TR | $11.3M | 1.25% | 90,726 | Trimmed |
| 17 | AMZN | AMAZON COM INC | $10.7M | 1.19% | 51,508 | Added |
| 18 | VTI | VANGUARD INDEX FDS | $9.9M | 1.10% | 30,791 | Trimmed |
| 19 | GOOGL | ALPHABET INC | $9.6M | 1.07% | 33,445 | Trimmed |
| 20 | VO | VANGUARD INDEX FDS | $8.7M | 0.97% | 30,405 | Trimmed |
| 21 | JMSB | JOHN MARSHALL BANCORP INC | $7.1M | 0.79% | 349,969 | Added |
| 22 | MSFT | MICROSOFT CORP | $6.4M | 0.71% | 17,357 | Added |
| 23 | JPM | JPMORGAN CHASE & CO | $5.3M | 0.59% | 18,021 | Trimmed |
| 24 | XSOE | WISDOMTREE TR | $5.1M | 0.57% | 128,074 | Trimmed |
| 25 | SGOV | ISHARES TR | $4.6M | 0.51% | 46,131 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31