Evermay Wealth Management LLC holds a focused book of 651 stocks worth $970.9M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened Marvell Technology Inc and trimmed Schwab US Large-Cap ETF. Their largest long position is SS SPDR P Int Term Tsy ETF at 15% of the equity book. Cloning the disclosed picks since 2024 would be +22% (+12.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1066816/holdings"
Use Arkolith to show EVERMAY WEALTH MANAGEMENT LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 3.4 points over this window.
Growth of $10,000 cloning Evermay Wealth Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
20% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Evermay Wealth Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $643.8B |
| JPMORGAN CHASE & CO | 80 / 80 | $573.4B |
| Mariner, LLC | 80 / 80 | $39.8B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $21.0B |
| MAI Capital Management | 80 / 80 | $8.6B |
| IFP Advisors, Inc | 80 / 80 | $1.6B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $115.7B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $113.1B |
Ranked by how many of Evermay Wealth Management LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Series Trust ST INTER ETF | $144.2M | 5.08M | 14.9% | ▲+3.3% Added · +163K sh | |
| 2 | Schwab Strategic TR US LRG CAP ETF | $121.7M | 4.14M | 12.5% | ▼−5.3% Reduced · −234K sh | |
| 3 | SPDR Series Trust ST SHO TREAS ETF | $97.4M | 3.36M | 10.0% | ▲+8.3% Added · +257K sh | |
| 4 | Vanguard Index FDS S&P 500 ETF SHS | $72.4M | 105.4K | 7.5% | ▼−11% Reduced · −13K sh | |
| 5 | Ishares TR CORE S&P MCP ETF | $41.1M | 533.3K | 4.2% | ▼−9.9% Reduced · −58K sh | |
| 6 | State STR SPDR S&P 500 ETF T TR UNIT | $38.3M | 51.1K | 3.9% | ▼−3.6% Reduced · −2K sh | |
| 7 | Ishares TR CORE S&P500 ETF | $30.3M | 40.4K | 3.1% | ▲+3.0% Added · +1K sh | |
| 8 | SPDR Series Trust ST STR P500ETF | $28.8M | 327.4K | 3.0% | ▲+15% Added · +44K sh | |
| 9 | SPDR Series Trust ST STR P400MID | $25.0M | 370.1K | 2.6% | ▲+12% Added · +39K sh | |
| 10 | SPDR Series Trust ST STR SP600 SML | $20.2M | 349.7K | 2.1% | ▲+8.7% Added · +28K sh | |
| 11 | Apple Inc COM | $19.1M | 66.0K | 2.0% | ▼−5.4% Reduced · −4K sh | |
| 12 | Dimensional ETF Trust INTL CORE EQT MK | $19.1M | 462.8K | 2.0% | ▲+6.1% Added · +27K sh | |
| 13 | Ishares Inc CORE MSCI EMKT | $18.0M | 217.1K | 1.9% | ▲+5.1% Added · +11K sh | |
| 14 | Amazon Com Inc COM | $12.7M | 53.5K | 1.3% | ▲+3.8% Added · +2K sh | |
| 15 | Ishares TR CORE S&P SCP ETF | $12.3M | 83.1K | 1.3% | ▼−8.4% Reduced · −8K sh | |
| 16 | Vanguard Whitehall FDS HIGH DIV YLD | $11.9M | 75.0K | 1.2% | ▼−6.9% Reduced · −6K sh | |
| 17 | Alphabet Inc CAP STK CL A | $11.1M | 31.0K | 1.1% | ▼−7.3% Reduced · −2K sh | |
| 18 | Vanguard Index FDS TOTAL STK MKT | $10.1M | 27.4K | 1.0% | ▼−11% Reduced · −3K sh | |
| 19 | Vanguard Index FDS MID CAP ETF | $9.2M | 114.3K | 0.9% | ▲+276% Added · +84K sh | |
| 20 | John Marshall Bancorp Inc COM | $7.7M | 351.1K | 0.8% | ▲+0.3% Added · +1K sh | |
| 21 | Microsoft Corp COM | $6.3M | 17.0K | 0.7% | ▼−2.2% Reduced · −376 sh | |
| 22 | JPMorgan Chase & Co COM | $6.0M | 18.4K | 0.6% | ▲+2.3% Added · +411 sh | |
| 23 | Vanguard Scottsdale FDS INTER TERM TREAS | $5.5M | 93.7K | 0.6% | ▲+444% Added · +76K sh | |
| 24 | Eli Lilly & Co COM | $4.5M | 3.8K | 0.5% | ▼−2.3% Reduced · −90 sh | |
| 25 | Wisdomtree TR EM EX ST-OWNED | $4.4M | 88.9K | 0.5% | ▼−31% Reduced · −39K sh | |
| 26 | Nvidia Corporation COM | $4.3M | 21.5K | 0.4% | ▲+1.5% Added · +319 sh | |
| 27 | Ishares TR RUSSELL 2000 ETF | $4.2M | 14.0K | 0.4% | ▼−1.7% Reduced · −246 sh | |
| 28 | Vanguard Index FDS GROWTH ETF | $4.1M | 47.4K | 0.4% | ▲+454% Added · +39K sh | |
| 29 | Caterpillar Inc COM | $3.6M | 3.4K | 0.4% | ▲+3.7% Added · +121 sh | |
| 30 | J P Morgan Exchange Traded F EQUITY PREMIUM | $3.6M | 63.6K | 0.4% | ▼−14% Reduced · −10K sh | |
| 31 | Ishares TR RUS 1000 VAL ETF | $3.3M | 13.6K | 0.3% | ▼−5.3% Reduced · −763 sh | |
| 32 | Berkshire Hathaway Inc Del CL B NEW | $3.3M | 6.6K | 0.3% | ▼−3.8% Reduced · −263 sh | |
| 33 | Broadcom Inc COM | $3.1M | 8.2K | 0.3% | ▲+4.3% Added · +334 sh | |
| 34 | Visa Inc COM CL A | $2.8M | 8.2K | 0.3% | ▼−1.4% Reduced · −115 sh | |
| 35 | Innovator Etfs Trust US EQTY PWR BUF | $2.8M | 56.9K | 0.3% | ▼−2.4% Reduced · −1K sh | |
| 36 | Ishares TR INTL SEL DIV ETF | $2.8M | 67.8K | 0.3% | ▼−8.1% Reduced · −6K sh | |
| 37 | Vanguard Index FDS SMALL CP ETF | $2.6M | 8.7K | 0.3% | ▼−29% Reduced · −3K sh | |
| 38 | Vanguard Index FDS VALUE ETF | $2.5M | 11.5K | 0.3% | ▲+2.2% Added · +247 sh | |
| 39 | Vanguard Scottsdale FDS SHORT TERM TREAS | $2.5M | 42.5K | 0.3% | ▲+574% Added · +36K sh | |
| 40 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $2.5M | 34.6K | 0.3% | ▼−13% Reduced · −5K sh | |
| 41 | Merck & Co Inc COM | $2.4M | 18.2K | 0.2% | ▲+31% Added · +4K sh | |
| 42 | Applied Matls Inc COM | $2.4M | 3.3K | 0.2% | ▲+8.3% Added · +250 sh | |
| 43 | NextEra Energy Inc COM | $2.3M | 25.9K | 0.2% | ▲+19% Added · +4K sh | |
| 44 | Alphabet Inc CAP STK CL C | $2.2M | 6.3K | 0.2% | ▼−6.4% Reduced · −435 sh | |
| 45 | Meta Platforms Inc CL A | $2.2M | 3.8K | 0.2% | ▼−16% Reduced · −735 sh | |
| 46 | Ishares Gold Trust Micro SHS REPSTG UN TR | $2.2M | 53.9K | 0.2% | ▲+7.4% Added · +4K sh | |
| 47 | Ishares TR RUS 1000 GRW ETF | $2.1M | 16.8K | 0.2% | ▲+300% Added · +13K sh | |
| 48 | Ishares TR MSCI EAFE ETF | $2.0M | 19.0K | 0.2% | ▼−7.6% Reduced · −2K sh | |
| 49 | Vaneck ETF Trust GOLD MINERS ETF | $1.9M | 25.8K | 0.2% | ▼−0.3% Reduced · −81 sh | |
| 50 | Ishares TR 0-3 MTH TREASURY | $1.8M | 18.3K | 0.2% | ▼−60% Reduced · −28K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 651 | $970.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 594 | $902.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 22, 2026 | 571 | $891.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 5, 2025 | 561 | $874.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 30, 2025 | 573 | $812.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 7, 2025 | 579 | $761.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 24, 2025 | 573 | $660.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 25, 2024 | 588 | $622.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.