StockDriftsStockDriftsTop 50 Evermay Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPTI | SPDR SERIES TRUST | 14.85% | 5.08M | $144.2M | +3.31%(+162.70K) | $28.41(-1.03%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 12.53% | 4.14M | $121.7M | -5.35%(-233.95K) | $10.68(+185.55%) | 2026-06-30 | |
| SPTS | SPDR SERIES TRUST | 10.03% | 3.36M | $97.4M | +8.29%(+257.06K) | $29.17(-0.68%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 7.45% | 105.4K | $72.4M | -10.98%(-12.99K) | $223.95(+218.23%) | 2026-06-30 | |
| IJH | ISHARES TR | 4.24% | 533.3K | $41.1M | -9.88%(-58.48K) | $34.93(+124.85%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.94% | 51.1K | $38.3M | -3.57%(-1.89K) | $116.52(+565.43%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.12% | 40.4K | $30.3M | +2.98%(+1.17K) | $220.47(+253.30%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 2.96% | 327.4K | $28.8M | +15.49%(+43.91K) | $69.59(+31.13%) | 2026-06-30 | |
| SPMD | SPDR SERIES TRUST | 2.58% | 370.1K | $25.0M | +11.75%(+38.91K) | $53.96(+27.49%) | 2026-06-30 | |
| SPSM | SPDR SERIES TRUST | 2.08% | 349.7K | $20.2M | +8.71%(+28.00K) | $42.88(+35.95%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.95% | +51.88% | +7.80% | +45.59% |
| Top 20 Holdings Unweighted | +16.50% | +58.13% | +8.33% | +49.18% |
Evermay Wealth Management LLC reports $970.92M in US-listed equity holdings across 651 positions in its most recent 13F filing. Its largest disclosed positions are SPTI (14.8%), SCHX (12.5%) and SPTS (10.0%). The top 20 holdings account for 77.29% of reported assets. Its disclosed equity book has returned +51.88% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Evermay Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1066816). View Evermay Wealth Management LLC’s 13F filings on SEC