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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 1 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHX SCHWAB STRATEGIC TR 4,368,968.0 $112.0M 12.42% -67K -1.5% $25.64 +15.1%
2 VOO VANGUARD INDEX FDS 118,344.0 $70.7M 7.84% -2K -2.1% $597.55 +15.5%
3 IJH ISHARES TR 591,793.0 $40.0M 4.43% -21K -3.4% $67.53 +10.1%
4 SPY STATE STR SPDR S&P 500 ETF T Financial Services 52,993.0 $34.6M 3.83% -563.0 -1.1% $652.03 +15.1%
5 IVV ISHARES TR 39,263.0 $25.6M 2.84% -565.0 -1.4% $653.20 +15.4%
6 VYM VANGUARD WHITEHALL FDS 80,623.0 $11.9M 1.32% -2K -2.6% $148.10 +6.9%
7 IJR ISHARES TR 90,726.0 $11.3M 1.25% -2K -2.4% $124.31 +12.3%
8 VTI VANGUARD INDEX FDS 30,791.0 $9.9M 1.09% -3K -8.0% $320.81 +15.1%
9 GOOGL ALPHABET INC Communication Services 33,445.0 $9.6M 1.07% -497.0 -1.5% $287.56 +35.2%
10 VO VANGUARD INDEX FDS 30,405.0 $8.7M 0.97% -1K -3.8% $287.18 -72.7%
11 JPM JPMORGAN CHASE & CO Financial Services 18,021.0 $5.3M 0.59% -327.0 -1.8% $294.16 +1.7%
12 XSOE WISDOMTREE TR 128,074.0 $5.1M 0.57% -6K -4.4% $40.10 +21.9%
13 SGOV ISHARES TR 46,131.0 $4.6M 0.52% -4K -8.1% $100.66 -0.0%
14 JEPI J P MORGAN EXCHANGE TRADED F 74,052.0 $4.2M 0.47% -1K -1.9% $56.68 -0.7%
15 IWM ISHARES TR 14,256.0 $3.5M 0.39% -317.0 -2.2% $248.00 +17.1%
16 BERKSHIRE HATHAWAY INC DEL 6,846.0 $3.3M 0.36% -101.0 -1.4% $479.20
17 VB VANGUARD INDEX FDS 12,123.0 $3.2M 0.35% -510.0 -4.0% $261.92 +11.7%
18 IDV ISHARES TR 73,727.0 $3.1M 0.35% -17K -18.5% $42.56 +5.1%
19 V VISA INC Financial Services 8,355.0 $2.5M 0.28% -173.0 -2.0% $302.24 +8.4%
20 GDX VANECK ETF TRUST 25,919.0 $2.4M 0.26% -5K -17.1% $91.77 -6.9%
Page 1 of 8  ·  149 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%