Evermay Wealth Management LLC holds a focused book of 651 reported positions worth $970.9M as of Q2 2026 (disclosed Jul 27, 2026, a ~27-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings (one of 4 new listings in the book), a listing rather than a purchase; 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 reported non-option book. Cloning the disclosed picks since 2024 would be +24% (+12.1%/yr). That is a simulation of the disclosed long book, not audited returns.
Evermay Wealth Management LLC is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 3.1 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 each quarter's actual reporting lag, ~27 days for the latest filing, with 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
+5 sectors below the cut, 2% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Evermay Wealth Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 13 / 80 | $4.5B |
| Hoffman, Alan N Investment Management | 8 / 80 | $160.9M |
| Swiss Re Ltd | 37 / 80 | $1.0B |
| Kearns & Associates LLC | 19 / 80 | $198.1M |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| New World Advisors LLC | 36 / 80 | $537.7M |
| Prosperity Advisers, LLC | 21 / 80 | $123.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Evermay Wealth Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 27d | 651 | $970.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 42d | 594 | $902.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 22, 2026 | 22d | 571 | $891.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 5, 2025 | 36d | 561 | $874.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 30, 2025 | 30d | 573 | $812.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 7, 2025 | 37d | 579 | $761.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 24, 2025 | 24d | 573 | $660.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 25, 2024 | 25d | 588 | $622.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.