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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 19 of 30  ·  594 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 INNOVATOR ETFS TRUST 1,130.0 $29K 0.00% $25.39
362 PJUL INNOVATOR ETFS TRUST 615.0 $28K 0.00% $45.97 +5.6%
363 PPG PPG INDS INC Basic Materials 260.0 $28K 0.00% $106.88 +6.9%
364 EFG ISHARES TR 245.0 $27K 0.00% $111.37 +10.6%
365 WM WASTE MGMT INC DEL Industrials 118.0 $27K 0.00% $229.80 -6.4%
366 WELL WELLTOWER INC Real Estate 137.0 $27K 0.00% $197.72 +7.0%
367 HWM HOWMET AEROSPACE INC Industrials 117.0 $27K 0.00% $230.46 +12.8%
368 EEMV ISHARES INC 411.0 $27K 0.00% $64.71 +16.4%
369 SLB SLB LIMITED Energy 514.0 $27K 0.00% $51.68 +7.0%
370 WPM WHEATON PRECIOUS METALS CORP Basic Materials 200.0 $26K 0.00% $131.11 -0.1%
371 VDE VANGUARD WORLD FD 150.0 $26K 0.00% $173.04 -7.1%
372 BND VANGUARD BD INDEX FDS 347.0 $26K 0.00% NEW $73.64 -0.3%
373 EQT EQT CORP Energy 400.0 $25K 0.00% $63.64 -13.0%
374 OEF ISHARES TR 77.0 $24K 0.00% $318.08 +18.2%
375 FDVV FIDELITY COVINGTON TRUST 442.0 $24K 0.00% -158.0 -26.3% $55.24 +10.7%
376 INNOVATOR ETFS TRUST 900.0 $24K 0.00% $26.75
377 AMWD AMERICAN WOODMARK CORP Consumer Cyclical 600.0 $24K 0.00% $39.83 +20.7%
378 YUMC YUM CHINA HLDGS INC Consumer Cyclical 480.0 $23K 0.00% $48.78 -11.0%
379 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 68.0 $23K 0.00% NEW $337.96 +25.3%
380 FCX FREEPORT MCMORAN INC Basic Materials 390.0 $23K 0.00% $58.78 +11.1%
Page 19 of 30  ·  594 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%