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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 23 of 30  ·  594 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 PKB INVESCO EXCHANGE TRADED FD T 125.0 $12K 0.00% $97.58 +7.4%
442 EEMX SPDR INDEX SHS FDS 275.0 $12K 0.00% -25.0 -8.3% $44.20 +22.2%
443 OGS ONE GAS INC Utilities 140.0 $12K 0.00% $86.14 -6.4%
444 MS MORGAN STANLEY Financial Services 73.0 $12K 0.00% +54.0 +284.2% $164.58 +23.5%
445 EFV ISHARES TR 159.0 $12K 0.00% $74.35 +5.9%
446 PPA INVESCO EXCHANGE TRADED FD T 71.0 $12K 0.00% $165.70 +7.5%
447 FDN FIRST TR EXCHANGE-TRADED FD 50.0 $12K 0.00% $234.04 +19.2%
448 CSL CARLISLE COS INC Industrials 35.0 $12K 0.00% $333.63 +2.9%
449 IJJ ISHARES TR 88.0 $12K 0.00% NEW $132.50 +7.6%
450 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 153.0 $12K 0.00% -46.0 -23.1% $76.16 +12.0%
451 THM INTERNATIONAL TOWER HILL MIN Basic Materials 5,000.0 $12K 0.00% $2.30 +10.2%
452 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 89.0 $11K 0.00% $125.46 +0.1%
453 SPOT SPOTIFY TECHNOLOGY S A Communication Services 23.0 $11K 0.00% $484.91 +6.3%
454 GSK GSK PLC Healthcare 198.0 $11K 0.00% $55.67 -7.6%
455 VSS VANGUARD INTL EQUITY INDEX F 75.0 $11K 0.00% -75.0 -50.0% $145.80 +10.7%
456 ANNALY CAPITAL MANAGEMENT IN 500.0 $11K 0.00% $21.85
457 DFAT DIMENSIONAL ETF TRUST 174.0 $11K 0.00% +4.0 +2.4% $62.45 +8.2%
458 LVHD LEGG MASON ETF INVT 253.0 $11K 0.00% NEW $42.56 +0.8%
459 SPHD INVESCO EXCH TRADED FD TR II 215.0 $11K 0.00% NEW $49.61 +1.3%
460 USHY ISHARES TR 289.0 $11K 0.00% NEW $36.84 +0.8%
Page 23 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%