EVERMAY WEALTH MANAGEMENT LLC

Q1 2026 13F-HR Holdings

Location
Arlington, VA
Holdings as of
3/31/2026
Date filed
5/11/2026
Form type
13F-HR
Num holdings
594
Total value ($000)
$902,062
Net value change ($000)
+10,901 (1.2%)
New positions
53
Sold out positions
30
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BHRB 11,571 NEW
SPTS 10,809 13.6%
SPTI 6,911 5.2%
DFAI 2,992 21.4%
AAPL 2,240 14.5%
SPMD 1,838 10.3%
SPYM 1,778 8.9%
SPSM 1,195 8.3%
IEMG 1,175 8.9%
VGIT 654 176.3%
Top Reduces (Value $000, Stocks/ETFs)
SCHX -7,347 -6.2%
VOO -5,058 -6.7%
SPY -2,069 -5.6%
MSFT -1,833 -22.2%
IVV -1,633 -6.0%
VTI -1,340 -11.9%
AMZN -1,054 -8.9%
GOOGL -1,006 -9.5%
JPM -611 -10.3%
LLY -519 -12.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type