Institutions / Evermay Wealth Management LLC
Evermay Wealth Management LLC
CIK 1066816 · Institution · as of Mar 31, 2026
Portfolio value
$902.06M
Positions
594
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$902.06M+1.2%Positions
594+4.0%Top holdings
Mar 31, 2026View all 594 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Series Trust | $140.89M | 15.6% |
| Schwab Strategic Tr | $112.02M | 12.4% |
| SPDR Series Trust | $90.49M | 10.0% |
| Vanguard Index Fds | $70.72M | 7.8% |
| iShares Tr | $39.96M | 4.4% |
| State Str SPDR S&P 500 ETF T | $34.55M | 3.8% |
| iShares Tr | $25.65M | 2.8% |
| SPDR Series Trust | $21.69M | 2.4% |
| SPDR Series Trust | $19.61M | 2.2% |
| Apple Inc. | $17.71M | 2.0% |
| Dimensional ETF Trust | $16.99M | 1.9% |
| SPDR Series Trust | $15.54M | 1.7% |
| iShares Inc | $14.41M | 1.6% |
| Vanguard Whitehall Fds | $11.94M | 1.3% |
| Burke & Herbert Financial Services Corp. | $11.57M | 1.3% |
| iShares Tr | $11.28M | 1.3% |
| Amazon.com Inc | $10.73M | 1.2% |
| Vanguard Index Fds | $9.88M | 1.1% |
| Alphabet Inc. | $9.62M | 1.1% |
| Vanguard Index Fds | $8.73M | 1.0% |
| John Marshall Bancorp, Inc.JMSB | $7.10M | 0.8% |
| Microsoft Corp | $6.43M | 0.7% |
| JPMORGAN CHASE & CO | $5.30M | 0.6% |
| WisdomTree Tr | $5.14M | 0.6% |
| iShares Tr | $4.64M | 0.5% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | Burke & Herbert Financial Services Corp. | $11.57M | +186K | 185,765 1.28% of portfolio | medium |
| Q1 2026 as of | Add | 78468R101 | $11.08M | +380K +13.96% | 3,101,110 10.03% of portfolio | medium |
| Q1 2026 as of | Add | 78464A672 | $7.75M | +270K +5.82% | 4,915,972 15.62% of portfolio | medium |
| Q1 2026 as of | Add | Apple Inc. | $3.27M | +13K +22.62% | 69,792 1.96% of portfolio | low |
| Q1 2026 as of | Add | 78464A854 | $2.69M | +35K +14.17% | 283,446 2.41% of portfolio | low |
| Q1 2026 as of | Add | 25434V203 | $2.68M | +69K +18.72% | 436,189 1.88% of portfolio | low |
| Q1 2026 as of | Trim | 808524201 | $-1.71M | -67K -1.51% | 4,368,968 12.42% of portfolio | low |
| Q1 2026 as of | Trim | 922908363 | $-1.48M | -2K -2.06% | 118,344 7.84% of portfolio | low |
| Q1 2026 as of | Add | 78464A847 | $1.44M | +24K +7.90% | 331,194 2.17% of portfolio | low |
| Q1 2026 as of | Trim | 464287507 | $-1.41M | -21K -3.40% | 591,793 4.43% of portfolio | low |