EVERMAY WEALTH MANAGEMENT LLC — 13F holdings

EVERMAY WEALTH MANAGEMENT LLC reported 651 holdings worth $971M in its 13F filing for Q2 2026, filed July 27, 2026.

Largest positions

  1. SPTI SPDR SERIES TRUST — $144M (14.9%)
  2. SCHX SCHWAB STRATEGIC TR — $122M (12.5%)
  3. SPTS SPDR SERIES TRUST — $97.4M (10.0%)
  4. VOO VANGUARD INDEX FDS — $72.4M (7.5%)
  5. IJH ISHARES TR — $41.1M (4.2%)
  6. SPY SPDR S&P 500 ETF TR — $38.3M (3.9%)
  7. IVV ISHARES TR — $30.3M (3.1%)
  8. SPYM SPDR SERIES TRUST — $28.8M (3.0%)
  9. SPMD SPDR SERIES TRUST — $25.0M (2.6%)
  10. SPSM SPDR SERIES TRUST — $20.2M (2.1%)