EVERMAY WEALTH MANAGEMENT LLC

CIK

1066816

Location

ARLINGTON, VA

Portfolio Value

Small $971,999,552

Diversification

Diversified

Filing Date

Global Rank

#2,565 / 8,794 ▼ 46 · as of Jun 2026

Top Industry

Consumer Electronics 10.1%

Period ended 3 months ago

Filed Jul 27, 2026 · 2mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

500 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

20.4%

−3.1 pts

Top 5

69.1%

+0.7 pts

Top 10

79.6%

+2.3 pts

HHI

1,046

Diversified−103

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	80.5%	$782,792,619	61
Technology	5.2%	$50,810,917	69
Financial Services	3.5%	$33,833,250	62
Consumer Cyclical	2.3%	$22,064,226	38
Industrials	2.0%	$19,876,506	61
Communication Services	1.8%	$17,854,410	21
Healthcare	1.8%	$17,731,417	54
Consumer Defensive	0.9%	$8,676,222	29
Energy	0.6%	$6,253,916	30
Utilities	0.6%	$5,552,383	31
Basic Materials	0.5%	$4,567,735	27
Real Estate	0.2%	$1,985,951	17

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
—		+285,019	3,709,255	$117,672,294
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+244,391	5,782,736	$198,548,622
BNDW	Vanguard Total World Bond ETF	+115,627	139,722	$8,352,159
VB	Vanguard Morningstar Small-Cap ETF	+102,735	320,445	$102,653,728
DCOR	Dimensional US Core Equity 1 ETF	+29,858	467,496	$19,299,127
T	At&T Inc.	+13,132	17,146	$354,922
VZ	Verizon Communications Inc	+5,320	7,894	$334,231
MRK	Merck & Co., Inc.	+4,297	18,218	$2,341,013
NEE	Nextera Energy Inc	+4,102	25,859	$2,269,644
IAUM	iShares Gold Trust Micro	+3,723	53,864	$2,155,098
WBD	Warner Bros. Discovery, Inc.	+2,614	2,621	$69,875
XOM	ExxonMobil Holdings Corp	+2,404	13,100	$1,791,032
MNST	Monster Beverage Corp	+2,340	11,244	$1,080,773
CVX	Chevron Corp	+2,061	6,070	$1,006,163
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	+1,998	3,665	$372,385
AMZN	Amazon Com Inc	+1,971	53,479	$12,746,184
JCI	Johnson Controls International plc	+1,736	1,868	$272,933
CWI	State Street SPDR MSCI ACWI ex-US ETF	+1,673	5,334	$278,959
APD	Air Products & Chemicals, Inc.	+1,508	3,950	$1,158,061
JMSB	John Marshall Bancorp, Inc.	+1,180	351,149	$7,655,048
—		+1,160	1,472	$102,697
ET	Energy Transfer LP	+1,094	2,938	$56,174
ROK	Rockwell Automation, Inc	+1,052	2,649	$1,311,466
GE	General Electric Co	+928	4,277	$1,598,443
D	Dominion Energy, Inc	+915	7,153	$488,478
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FNDA	Schwab Fundamental U.S. Small Company ETF	−238,493	4,373,977	$128,651,336
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−73,399	1,073,727	$123,831,495
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	−38,216	91,455	$4,462,191
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−10,990	63,599	$3,592,071
KMI	Kinder Morgan, Inc.	−7,694	22,140	$707,815
VEU	Vanguard FTSE All-World Ex-US ETF	−6,116	24,836	$1,591,471
VIGI	Vanguard International Dividend Appreciation ETF	−5,588	75,035	$11,857,781
FULT	Fulton Financial Corp	−5,239	6,740	$163,040
VEA	Vanguard FTSE Developed Markets ETF	−5,202	34,574	$2,463,397
AAPL	Apple Inc.	−3,748	66,044	$19,110,491
NOW	ServiceNow, Inc.	−3,274	851	$84,487
RTX	RTX Corp	−2,904	7,650	$1,451,434
GOOGL	Alphabet Inc.	−2,867	37,353	$13,323,227
EDV	Vanguard World Funds Extended Duration ETF	−2,067	2,270	$426,956
PANW	Palo Alto Networks Inc	−1,971	4,463	$1,521,972
SPY	Spdr S&P 500 ETF Trust	−1,891	51,102	$38,161,440
HD	Home Depot, Inc.	−1,786	4,626	$1,631,497
DHI	Horton D R Inc /De/	−1,500	2,971	$483,916
BAPR	Innovator U.S. Equity Buffer ETF - April	−1,405	57,496	$2,845,058
ORCL	Oracle Corp	−1,391	3,618	$530,217
HON	Honeywell International Inc	−1,130	1,114	$249,424
SYK	Stryker Corp	−1,125	1,958	$616,456
ANEW	ProShares MSCI Transformational Changes ETF	−1,038	4,702	$371,485
DHR	Danaher Corp /De/	−1,007	8,530	$1,624,794
ICE	Intercontinental Exchange, Inc.	−971	3,896	$479,636
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
MRVL	Marvell Technology, Inc.	1,107	$329,764
HONA	Honeywell Aerospace Inc.	1,111	$245,619
AFL	Aflac Inc	744	$87,234
DRI	Darden Restaurants Inc	400	$82,404
HIG	Hartford Insurance Group, Inc.	607	$80,439
FTNT	Fortinet, Inc.	515	$79,114
IBKR	Interactive Brokers Group, Inc.	835	$72,678
KLAC	Kla Corp	210	$63,359
PEG	Public Service Enterprise Group Inc	773	$62,736
WDC	Western Digital Corp	92	$58,762
TER	Teradyne, Inc	115	$55,641
SPCX	Space Exploration Technologies Corp	298	$50,916
SCCO	Southern Copper Corp/	286	$49,838
DYTA	SGI Dynamic Tactical ETF	650	$49,504
COHR	Coherent Corp.	124	$48,914
ROST	Ross Stores, Inc.	229	$48,742
ABNB	Airbnb, Inc.	328	$46,936
APP	AppLovin Corp	88	$45,340
RL	Ralph Lauren Corp	109	$43,753
FOXA	Fox Corp	836	$43,605
DTE	Dte Energy Co	260	$39,616
COP	Conocophillips	371	$38,569
NI	Nisource Inc.	791	$37,612
MPC	Marathon Petroleum Corp	146	$37,327
MPWR	Monolithic Power Systems, Inc.	27	$37,323
No positions match the current search.

Sold Out

Positions the filer fully exited

20 positions

Ticker	Company	Shares	Value
BHRB	Burke & Herbert Financial Services Corp.	185,765	$11,571,301
BIV	Vanguard Intermediate-Term Bond ETF	347	$25,553
TSM	Taiwan Semiconductor Manufacturing Co Ltd	68	$22,980
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	169	$20,473
AGGH	Simplify Aggregate Bond ETF	307	$15,184
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	348	$13,968
IRM	Iron Mountain Inc	97	$9,907
NVO	Novo Nordisk A S	250	$9,187
GBTC	Grayscale Bitcoin Trust ETF	166	$8,758
TT	Trane Technologies plc	19	$7,918
ACOM	Harbor Active Commodity ETF	165	$5,116
INSM	INSMED Inc	30	$4,905
MRSH	Marsh & Mclennan Companies, Inc.	24	$4,162
TDG	TransDigm Group INC	3	$3,476
BNDX	Vanguard Total International Bond ETF	53	$2,546
LEN	Lennar Corp /New/	25	$2,171
SCI	Service Corp International	20	$1,650
BAI	iShares A.I. Innovation and Tech Active ETF	25	$1,454
TSCO	Tractor Supply Co /De/	8	$362
—		600	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

500 tracked positions · $971,999,552 total · filing declares 651 positions · $970,918,659 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 500 positions by value · page 1 of 10

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	5,782,736	+244,391	$198,548,622	+8.6%	20.43%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	4,373,977	-238,493	$128,651,336	+8.6%	13.24%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	1,073,727	-73,399	$123,831,495	—	12.74%
		Added	3,709,255	+285,019	$117,672,294	+10.9%	12.11%
VB	Vanguard Morningstar Small-Cap ETF	Added	320,445	+102,735	$102,653,728	+13.6%	10.56%
SPY	Spdr S&P 500 ETF Trust	Reduced	51,102	-1,891	$38,161,440	+10.7%	3.93%
DCOR	Dimensional US Core Equity 1 ETF	Added	467,496	+29,858	$19,299,127	+13.1%	1.99%
AAPL	Apple Inc. Technology	Reduced	66,044	-3,748	$19,110,491	+7.9%	1.97%
GOOGL	Alphabet Inc. Communication Services	Reduced	37,353	-2,867	$13,323,227	+15.2%	1.37%
AMZN	Amazon Com Inc Consumer Cyclical	Added	53,479	+1,971	$12,746,184	+18.8%	1.31%
VIGI	Vanguard International Dividend Appreciation ETF	Reduced	75,035	-5,588	$11,857,781	−0.7%	1.22%
BNDW	Vanguard Total World Bond ETF	Added	139,722	+115,627	$8,352,159	+481.2%	0.86%
JMSB	John Marshall Bancorp, Inc. Financial Services	Added	351,149	+1,180	$7,655,048	+7.9%	0.79%
MSFT	Microsoft Corp Technology	Reduced	16,981	-376	$6,334,252	−1.4%	0.65%
JPM	Jpmorgan Chase & Co Financial Services	Added	18,432	+411	$6,033,346	+13.8%	0.62%
LLY	ELI LILLY & Co Healthcare	Reduced	3,773	-90	$4,525,449	+27.4%	0.47%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Reduced	91,455	-38,216	$4,462,191	−14.1%	0.46%
NVDA	Nvidia Corp Technology	Added	21,493	+319	$4,300,534	+16.5%	0.44%
CAT	Caterpillar Inc Industrials	Added	3,383	+121	$3,602,556	+55.9%	0.37%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Reduced	63,599	-10,990	$3,592,071	−15.1%	0.37%
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	Reduced	83,602	-380	$3,467,649	+4.7%	0.36%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	6,583	-263	$3,294,067	+0.4%	0.34%
AFK	VanEck Africa Index ETF	Reduced	46,499	-261	$3,213,007	−17.8%	0.33%
AVGO	Broadcom Inc. Technology	Added	8,151	+334	$3,079,040	+27.3%	0.32%
APH	Amphenol Corp /De/ Technology	Reduced	8,687	-169	$3,063,383	+36.9%	0.32%
BAPR	Innovator U.S. Equity Buffer ETF - April	Reduced	57,496	-1,405	$2,845,058	+4.7%	0.29%
V	Visa Inc. Financial Services	Reduced	8,240	-115	$2,827,061	+12.0%	0.29%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	34,574	-5,202	$2,463,397	−3.4%	0.25%
AMAT	Applied Materials Inc /De Technology	Added	3,251	+250	$2,350,473	+129.2%	0.24%
MRK	Merck & Co., Inc. Healthcare	Added	18,218	+4,297	$2,341,013	+39.8%	0.24%
NEE	Nextera Energy Inc Utilities	Added	25,859	+4,102	$2,269,644	+12.3%	0.23%
META	Meta Platforms, Inc. Communication Services	Reduced	3,840	-735	$2,163,033	−17.4%	0.22%
IAUM	iShares Gold Trust Micro	Added	53,864	+3,723	$2,155,098	−8.0%	0.22%
XOM	ExxonMobil Holdings Corp Energy	Added	13,100	+2,404	$1,791,032	−1.3%	0.18%
MLM	Martin Marietta Materials Inc Basic Materials	Held	3,001	0	$1,730,676	−2.0%	0.18%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,849	+60	$1,729,684	−3.0%	0.18%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	4,626	-1,786	$1,631,497	−22.6%	0.17%
DHR	Danaher Corp /De/ Healthcare	Reduced	8,530	-1,007	$1,624,794	−10.1%	0.17%
LRCX	Lam Research Corp Technology	Added	3,720	+179	$1,611,987	+113.1%	0.17%
GE	General Electric Co Industrials	Added	4,277	+928	$1,598,443	+68.2%	0.16%
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	24,836	-6,116	$1,591,471	−11.0%	0.16%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Reduced	7,899	-280	$1,526,359	+10.9%	0.16%
PANW	Palo Alto Networks Inc Technology	Reduced	4,463	-1,971	$1,521,972	+47.5%	0.16%
AXP	American Express Co Financial Services	Added	4,340	+269	$1,468,005	+19.2%	0.15%
RTX	RTX Corp Industrials	Reduced	7,650	-2,904	$1,451,434	−28.7%	0.15%
CSCO	Cisco Systems, Inc. Technology	Reduced	12,055	-704	$1,415,980	+43.0%	0.15%
ABBV	AbbVie Inc. Healthcare	Reduced	5,542	-847	$1,394,588	+0.4%	0.14%
JNJ	Johnson & Johnson Healthcare	Added	5,479	+322	$1,391,501	+10.4%	0.14%
YUM	Yum Brands Inc Consumer Cyclical	Reduced	8,248	-200	$1,318,525	+0.4%	0.14%
ROK	Rockwell Automation, Inc Industrials	Added	2,649	+1,052	$1,311,466	+128.8%	0.13%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.