Universe · entity
EVERMAY WEALTH MANAGEMENT LLC
Institutional manager (13F) · CIK 1066816
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $790M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SPDR SERIES TRUST | $141M | 4,915,972 |
| 2 | SCHWAB STRATEGIC TR | $112M | 4,368,968 |
| 3 | SPDR SERIES TRUST | $90M | 3,101,110 |
| 4 | VANGUARD INDEX FDS | $71M | 118,344 |
| 5 | ISHARES TR | $40M | 591,793 |
| 6 | STATE STR SPDR S&P 500 ETF T | $35M | 52,993 |
| 7 | ISHARES TR | $26M | 39,263 |
| 8 | SPDR SERIES TRUST | $22M | 283,446 |
| 9 | SPDR SERIES TRUST | $20M | 331,194 |
| 10 | APPLE INC | $18M | 69,792 |
| 11 | DIMENSIONAL ETF TRUST | $17M | 436,189 |
| 12 | SPDR SERIES TRUST | $16M | 321,698 |
| 13 | ISHARES INC | $14M | 206,596 |
| 14 | VANGUARD WHITEHALL FDS | $12M | 80,623 |
| 15 | BURKE HERBERT FINL SVCS CORP | $12M | 185,765 |
| 16 | ISHARES TR | $11M | 90,726 |
| 17 | AMAZON COM INC | $11M | 51,508 |
| 18 | VANGUARD INDEX FDS | $10M | 30,791 |
| 19 | ALPHABET INC | $10M | 33,445 |
| 20 | VANGUARD INDEX FDS | $9M | 30,405 |
| 21 | JOHN MARSHALL BANCORP INC | $7M | 349,969 |
| 22 | MICROSOFT CORP | $6M | 17,357 |
| 23 | JPMORGAN CHASE & CO | $5M | 18,021 |
| 24 | WISDOMTREE TR | $5M | 128,074 |
| 25 | ISHARES TR | $5M | 46,131 |
| 26 | J P MORGAN EXCHANGE TRADED F | $4M | 74,052 |
| 27 | VANGUARD INDEX FDS | $4M | 8,555 |
| 28 | NVIDIA CORPORATION | $4M | 21,174 |
| 29 | ELI LILLY & CO | $4M | 3,863 |
| 30 | ISHARES TR | $4M | 14,256 |
| 31 | BERKSHIRE HATHAWAY INC DEL | $3M | 6,846 |
| 32 | VANGUARD INDEX FDS | $3M | 12,123 |
| 33 | ISHARES TR | $3M | 73,727 |
| 34 | ISHARES TR | $3M | 14,368 |
| 35 | INNOVATOR ETFS TRUST | $3M | 58,286 |
| 36 | META PLATFORMS INC | $3M | 4,575 |
| 37 | VANGUARD TAX-MANAGED FDS | $3M | 39,776 |
| 38 | VISA INC | $3M | 8,355 |
| 39 | BROADCOM INC | $2M | 7,817 |
| 40 | VANECK ETF TRUST | $2M | 25,919 |
| 41 | ISHARES GOLD TR | $2M | 50,141 |
| 42 | CATERPILLAR INC | $2M | 3,262 |
| 43 | VANGUARD INDEX FDS | $2M | 11,289 |
| 44 | HOME DEPOT INC | $2M | 6,412 |
| 45 | RTX CORPORATION | $2M | 10,554 |
| 46 | NEXTERA ENERGY INC | $2M | 21,757 |
| 47 | ISHARES TR | $2M | 20,613 |
| 48 | ALPHABET INC | $2M | 6,775 |
| 49 | EXXON MOBIL CORP | $2M | 10,696 |
| 50 | DANAHER CORP DEL | $2M | 9,537 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.