13F filer

Evermay Wealth Management

As of Jun 30, 2026 Filed Jul 27, 2026 CIK 1066816 SEC filings ↗

13F Value

$970.9M

Positions

651

Top Position

SPTI14.9%

Top 5

49.1%

Latest filing changes

vs Mar 31, 2026

1 SPTS State Street(R) SPDR(R) Portfolio Short Term Treasury ETF +8.3%+$7.5M

2 SPTI State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF +3.3%+$4.6M

3 VGIT Vanguard Intermediate-Term Treasury ETF +444.0%+$4.5M

4 SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF +15.5%+$3.9M

5 VUG Vanguard Morningstar Growth Index Fund — ETF Shares +454.3%+$3.3M

Holdings651

#
1	SPTI State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF	14.9%	$144.2M	+3.3%	5.08M	15.6%	ETF
2	SCHX Schwab U.S. Large-Cap ETF	12.5%	$121.7M	-5.4%	4.14M	12.4%	ETF
3	SPTS State Street(R) SPDR(R) Portfolio Short Term Treasury ETF	10.0%	$97.4M	+8.3%	3.36M	10.0%	ETF
4	VOO Vanguard 500 Index Fund — ETF Shares	7.5%	$72.4M	-11.0%	105.4K	7.8%	ETF
5	IJH iShares Core S&P Mid-Cap ETF	4.2%	$41.1M	-9.9%	533.3K	4.4%	ETF
6	SPY State Str SPDR S&P 500 ETF T — Tr Unit	3.9%	$38.3M	-3.6%	51.1K	3.8%	ETF
7	IVV iShares Core S&P 500 ETF	3.1%	$30.3M	+3.0%	40.4K	2.8%	ETF
8	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	3.0%	$28.8M	+15.5%	327.4K	2.4%	ETF
9	SPMD State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	2.6%	$25.0M	+11.7%	370.1K	2.2%	ETF
10	SPSM State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF	2.1%	$20.2M	+8.7%	349.7K	1.7%	ETF
11	AAPL Apple	2.0%	$19.1M	-5.4%	66.0K	2.0%	Common Stock
12	DFAI Dimensional International Core Equity Market ETF	2.0%	$19.1M	+6.1%	462.8K	1.9%	ETF
13	IEMG iShares Core MSCI Emerging Markets ETF	1.9%	$18.0M	+5.1%	217.1K	1.6%	ETF
14	AMZN Amazon	1.3%	$12.7M	+3.8%	53.5K	1.2%	Common Stock
15	IJR iShares Core S&P Small-Cap ETF	1.3%	$12.3M	-8.4%	83.1K	1.3%	ETF
16	VYM Vanguard High Dividend Yield Index Fund — ETF Shares	1.2%	$11.9M	-6.9%	75.0K	1.3%	ETF
17	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 31,013 reported quantity $11,083,270 reported value	1.1%	$11.1M	-7.3%	31.0K	1.1%	Common Stock
18	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	1.0%	$10.1M	-11.0%	27.4K	1.1%	ETF
19	VO Vanguard Morningstar Mid-Cap Index Fund — ETF Shares	0.9%	$9.2M	-6.0%	114.3K	1.0%	ETF
20	JMSB John Marshall Bancorp	0.8%	$7.7M	+0.3%	351.1K	0.8%	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing44

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.