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Portfolio (Quarterly) Guide ↗

EVERMAY WEALTH MANAGEMENT LLC

· CIK 0001066816
13F Portfolio $902M AUM 594 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 53 New 66 Added 149 Reduced 30 Exited
Page 2 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IYG ISHARES TR 153.0 $13K 0.00% NEW $82.84 +4.1%
22 IJJ ISHARES TR 88.0 $12K 0.00% NEW $132.50 +6.8%
23 LVHD LEGG MASON ETF INVT 253.0 $11K 0.00% NEW $42.56 +0.9%
24 SPHD INVESCO EXCH TRADED FD TR II 215.0 $11K 0.00% NEW $49.61 +1.2%
25 USHY ISHARES TR 289.0 $11K 0.00% NEW $36.84 +0.6%
26 IRM IRON MTN INC DEL Real Estate 97.0 $10K 0.00% NEW $102.14 +24.0%
27 AVEM AMERICAN CENTY ETF TR 121.0 $10K 0.00% NEW $80.59 +18.6%
28 MBB ISHARES TR 92.0 $9K 0.00% NEW $94.96 -0.6%
29 TT TRANE TECHNOLOGIES PLC Industrials 19.0 $8K 0.00% NEW $416.79 +7.3%
30 EMB ISHARES TR 76.0 $7K 0.00% NEW $93.93 +2.1%
31 XLP SELECT SECTOR SPDR TR 76.0 $6K 0.00% NEW $81.99 +3.2%
32 XLF SELECT SECTOR SPDR TR 119.0 $6K 0.00% NEW $49.38 +3.9%
33 NFRA FLEXSHARES TR 90.0 $6K 0.00% NEW $63.96 +3.6%
34 XLC SELECT SECTOR SPDR TR 51.0 $6K 0.00% NEW $110.86 +4.9%
35 VMBS VANGUARD SCOTTSDALE FDS 112.0 $5K 0.00% NEW $46.96 -0.5%
36 NEWSMAX INC 1,000.0 $5K 0.00% NEW $5.22
37 HGER HARBOR ETF TRUST 165.0 $5K 0.00% NEW $31.01 +1.3%
38 GUNR FLEXSHARES TR 89.0 $5K 0.00% NEW $55.17 -2.5%
39 MRSH MARSH & MCLENNAN COS INC Financial Services 24.0 $4K NEW $173.46 -7.0%
40 TDG TRANSDIGM GROUP INC Industrials 3.0 $3K NEW $1159.00 +8.3%
Page 2 of 3  ·  53 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 37.6%
Technology 18.9%
Consumer Cyclical 9.4%
Industrials 7.7%
Communication Services 7.5%
Healthcare 7.4%
Consumer Defensive 3.4%
Energy 2.9%
Utilities 2.5%
Basic Materials 1.9%