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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 3 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LQD ISHARES TR 30.0 $3K NEW $109.00 -0.1%
42 XLB SELECT SECTOR SPDR TR 64.0 $3K NEW $49.98 +2.4%
43 VOX VANGUARD WORLD FD 17.0 $3K NEW $179.88 +10.6%
44 IYK ISHARES TR 42.0 $3K NEW $70.05 +3.7%
45 IYC ISHARES TR 28.0 $3K NEW $96.93 +6.7%
46 GBIL GOLDMAN SACHS ETF TR 27.0 $3K NEW $100.22 -0.1%
47 BNDX VANGUARD CHARLOTTE FDS 53.0 $3K NEW $48.06 +0.3%
48 TFI SPDR SERIES TRUST 46.0 $2K NEW $45.35 +0.2%
49 J P MORGAN EXCHANGE TRADED F 32.0 $2K NEW $50.62
50 MUB ISHARES TR 14.0 $1K NEW $106.21 +0.6%
51 DYNF BLACKROCK ETF TRUST 25.0 $1K NEW $58.20 +15.2%
52 STIP ISHARES TR 9.0 $931.0 NEW $103.44 +0.0%
53 SCHP SCHWAB STRATEGIC TR 7.0 $187.0 NEW $26.71 +0.1%
Page 3 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%