EVERMAY WEALTH MANAGEMENT LLC

Q3 2026 13F-HR Holdings

Location
Arlington, VA
Holdings as of
9/30/2026
Date filed
11/4/2026
Form type
13F-HR
Num holdings
623
Total value ($000)
$995,747
Net value change ($000)
+24,828 (2.6%)
New positions
35
Sold out positions
63
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
VGIT 49,244 891.5%
VGSH 23,430 947.4%
SCHR 6,627 424.0%
SPYM 3,710 12.9%
AAPL 3,153 16.5%
MSFT 2,430 38.4%
XOM 2,146 NEW
DFAI 1,689 8.8%
JMSB 1,551 20.3%
NVDA 947 22.0%
Top Reduces (Value $000, Stocks/ETFs)
SPTS -40,023 -41.1%
SPTI -16,026 -11.1%
IJH -4,169 -10.1%
XOM -1,791 -100.0%
IJR -1,407 -11.4%
SPSM -1,152 -5.7%
CAT -1,074 -29.8%
AMAT -612 -26.0%
RTX -545 -37.6%
HD -487 -29.9%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type