Evermay Wealth Management
Evermay Wealth Management reported 651 stocks worth $971M in its 13F filing for Q2 2026, filed Jul 27, 2026. Its largest holdings are SPTI (14.8%), SCHX (12.5%) and SPTS (10.0%). Compared with Q1 2026, the fund added to SPTI, SPTS and IVV, trimmed SCHX, VOO and IJH and sold out of BHRB, ESGV and MGK.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPTI Spdr Series Trust | $144M | 14.8% | 5.1M | +163K (+3%) | 7 of 8 | |
| 2 |  SCHX Schwab US Large Cap ETF | $122M | 12.5% | 4.1M | −234K (−5%) | 8 of 8 | |
| 3 |  SPTS Spdr Series Trust | $97.4M | 10.0% | 3.4M | +257K (+8%) | 7 of 8 | |
| 4 |  VOO Vanguard S&P 500 ETF | $72.4M | 7.5% | 105K | −13K (−11%) | 8 of 8 | |
| 5 |  IJH Ishares TR | $41.1M | 4.2% | 533K | −58K (−10%) | 8 of 8 | |
| 6 |  SPY Spdr S&P 500 ETF TR | $38.3M | 3.9% | 51K | −1,891 (−4%) | 8 of 8 | |
| 7 |  IVV Ishares TR | $30.3M | 3.1% | 40K | +1,169 (+3%) | 8 of 8 | |
| 8 |  SPYM Spdr Series Trust | $28.8M | 3.0% | 327K | +44K (+15%) | 8 of 8 | |
| 9 |  SPMD State Street | $25M | 2.6% | 370K | +39K (+12%) | 8 of 8 | |
| 10 |  SPSM State Street | $20.2M | 2.1% | 350K | +28K (+9%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 BHRB Burke Herbert Finl Svcs Corp | $11.6M | 186K |
HONEYWELL INTL INC | $507K | 2,244 |
 ESGV Vanguard Esg US Stock | $271K | 2,415 |
 MGK Vanguard Mega Cap Growth | $110K | 300 |
 DD Dupont DE Nemours Inc | $56K | 1,227 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 27, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Evermay Wealth Management 13F FAQ
What does Evermay Wealth Management own?
Evermay Wealth Management reported 651 stocks worth $971M in its 13F filing for Q2 2026, filed Jul 27, 2026. Its largest holdings are SPTI (14.8%), SCHX (12.5%) and SPTS (10.0%). The table above lists every position in the filing (the top 10 without an account).
What did Evermay Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 104 new positions, 152 added to, 141 trimmed and 47 sold out. It sold all of BHRB, ESGV and MGK.
When will Evermay Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Evermay Wealth Management's portfolio worth?
The Q2 2026 filing reports $971M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.