EVERMAY WEALTH MANAGEMENT LLC
EVERMAY WEALTH MANAGEMENT LLC reported 651 positions worth $970.9M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: SPTI (14.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPTI | SH | $144.2M | 14.85% | 5,078,669 | — | — | |
| ▸ 2 | SCHX | SH | $121.7M | 12.53% | 4,135,021 | — | — | |
| ▸ 3 | SPTS | SH | $97.4M | 10.03% | 3,358,171 | — | — | |
| ▸ 4 | VOO | SH | $72.4M | 7.45% | 105,353 | — | — | |
| ▸ 5 | IJH | SH | $41.1M | 4.24% | 533,317 | — | — | |
| ▸ 6 | SPY | SH | $38.3M | 3.94% | 51,102 | — | — | |
| ▸ 7 | IVV | SH | $30.3M | 3.12% | 40,432 | — | — | |
| ▸ 8 | SPYM | SH | $28.8M | 2.96% | 327,357 | — | — | |
| ▸ 9 | SPMD | SH | $25.0M | 2.58% | 370,105 | — | — | |
| ▸ 10 | SPSM | SH | $20.2M | 2.08% | 349,702 | — | — |
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Frequently Asked Questions
What stocks does EVERMAY WEALTH MANAGEMENT LLC hold as of Q2 2026?
EVERMAY WEALTH MANAGEMENT LLC reported 651 positions worth $970.9M in its Q2 2026 13F filing. Largest positions: SPTI (14.9%), SCHX (12.5%), SPTS (10.0%), VOO (7.5%) and IJH (4.2%).
What did EVERMAY WEALTH MANAGEMENT LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did EVERMAY WEALTH MANAGEMENT LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.