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Portfolio (Quarterly) Guide ↗

EVERMAY WEALTH MANAGEMENT LLC

· CIK 0001066816
13F Portfolio $891M AUM Filed Jan 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 571 New
Page 2 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JMSB JOHN MARSHALL BANCORP INC Financial Services 348,424.0 $7.0M 0.78% NEW $19.99 +6.6%
22 JPM JPMORGAN CHASE & CO. Financial Services 18,348.0 $5.9M 0.66% NEW $322.22 -7.1%
23 XSOE WISDOMTREE TR 133,952.0 $5.2M 0.59% NEW $39.02 +23.8%
24 SGOV ISHARES TR 50,207.0 $5.0M 0.57% NEW $100.38 +0.3%
25 JEPI J P MORGAN EXCHANGE TRADED F 75,471.0 $4.3M 0.49% NEW $57.58 -2.4%
26 LLY ELI LILLY & CO Healthcare 3,789.0 $4.1M 0.46% NEW $1074.68 +4.1%
27 NVDA NVIDIA CORPORATION Technology 21,274.0 $4.0M 0.45% NEW $186.50 +14.1%
28 VUG VANGUARD INDEX FDS 7,718.0 $3.8M 0.42% NEW $487.86 -81.9%
29 IWM ISHARES TR 14,573.0 $3.6M 0.40% NEW $246.16 +17.3%
30 IDV ISHARES TR 90,484.0 $3.6M 0.40% NEW $39.45 +12.9%
31 BERKSHIRE HATHAWAY INC DEL 6,947.0 $3.5M 0.39% NEW $502.65
32 VB VANGUARD INDEX FDS 12,633.0 $3.3M 0.37% NEW $257.95 +12.8%
33 META META PLATFORMS INC Communication Services 4,554.0 $3.0M 0.34% NEW $660.09 -3.1%
34 V VISA INC Financial Services 8,528.0 $3.0M 0.34% NEW $350.72 -7.5%
35 IWD ISHARES TR 14,113.0 $3.0M 0.33% NEW $210.34 +12.7%
36 PJAN INNOVATOR ETFS TRUST 58,531.0 $2.8M 0.31% NEW $47.02 +4.8%
37 GDX VANECK ETF TRUST 31,284.0 $2.7M 0.30% NEW $85.77 -2.1%
38 AVGO BROADCOM INC Technology 7,564.0 $2.6M 0.29% NEW $346.10 +21.4%
39 IAUM ISHARES GOLD TR Financial Services 60,220.0 $2.6M 0.29% NEW $42.99 +2.7%
40 VEA VANGUARD TAX-MANAGED FDS 38,177.0 $2.4M 0.27% NEW $62.47 +13.6%
Page 2 of 29  ·  571 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 34.9%
Technology 20.0%
Consumer Cyclical 10.4%
Communication Services 8.5%
Healthcare 8.1%
Industrials 7.4%
Consumer Defensive 3.3%
Energy 2.6%
Utilities 2.2%
Basic Materials 1.8%