Evermay Wealth Management LLC

13F filer · CIK 0001066816

Reported Jul 27, 2026

Net seller this quarter

13F portfolio value$971MU.S. long equity reported on 13F

Positions46582 new · 14 closed

Net flow last quarter-$3.07MBuys minus sells

Top 10 positions weight24.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 27, 2026465 positions
SPTSSports Media Inc	$97.4M	10.03%	Not reported	+8.3%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$38.3M	3.94%	Not reported	-3.6%	Q4 2013
SPMDSupermedia Inc.	$25M	2.58%	Not reported	+11.8%	Q3 2023
AAPLApple Inc.	$19.1M	1.97%	0.00%	-5.4%	Q1 2014
AMZNAmazon Com Inc	$12.7M	1.31%	0.00%	+3.8%	Q4 2013
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$11.9M	1.22%	Not reported	-6.9%	Q4 2013
GOOGLAlphabet Inc.	$11.1M	1.14%	0.00%	-7.3%	Q4 2015
JMSBJohn Marshall Bancorp, Inc.	$7.66M	0.79%	2.49%	+0.3%	Q2 2022
MSFTMicrosoft Corp	$6.33M	0.65%	0.00%	-2.2%	Q1 2014
JPMJPMorgan Chase & Co	$6.03M	0.62%	0.00%	+2.3%	Q4 2013
LLYELI LILLY & Co	$4.53M	0.47%	0.00%	-2.3%	Q3 2018
NVDANvidia Corp	$4.3M	0.44%	0.00%	+1.5%	Q3 2021
CATCaterpillar Inc	$3.6M	0.37%	0.00%	+3.7%	Q4 2017
BRK.BBerkshire Hathaway Inc	$3.29M	0.34%	Not reported	-3.8%	Q1 2014
AVGOBroadcom Inc.	$3.08M	0.32%	0.00%	+4.3%	Q4 2019
VVisa Inc.	$2.83M	0.29%	0.00%	-1.4%	Q4 2015
MRKMerck & Co., Inc.	$2.35M	0.24%	0.00%	+30.9%	Q2 2016
AMATApplied Materials Inc	$2.35M	0.24%	0.00%	+8.3%	Q4 2017
NEENextera Energy Inc	$2.27M	0.23%	0.00%	+18.9%	Q4 2013
GOOGAlphabet Inc.	$2.24M	0.23%	Not reported	-6.4%	Q1 2016
METAMeta Platforms, Inc.	$2.16M	0.22%	Not reported	-16.1%	Q4 2017
IAUMiShares Gold Trust Micro	$2.16M	0.22%	0.03%	+7.4%	Q3 2024
XOMExxonMobil Holdings Corp	$1.79M	0.18%	0.00%	+22.5%	Q4 2013
MLMMartin Marietta Materials Inc	$1.73M	0.18%	0.01%	Not reported	Q3 2018
COSTCostco Wholesale Corp	$1.73M	0.18%	0.00%	+3.4%	Q1 2017
HDHome Depot, Inc.	$1.63M	0.17%	0.00%	-27.9%	Q1 2017
DHRDanaher Corp	$1.63M	0.17%	0.00%	-10.6%	Q4 2013
LRCXLam Research Corp	$1.61M	0.17%	0.00%	+5.1%	Q3 2021
GEGeneral Electric Co	$1.6M	0.16%	0.00%	+27.7%	Q3 2021
APHAmphenol Corp	$1.53M	0.16%	0.00%	-1.9%	Q3 2021
PANWPalo Alto Networks Inc	$1.52M	0.16%	0.00%	-30.6%	Q1 2023
AXPAmerican Express Co	$1.47M	0.15%	0.00%	+6.6%	Q3 2017
RTXRTX Corp	$1.45M	0.15%	0.00%	-27.5%	Q2 2020
CSCOCisco Systems, Inc.	$1.42M	0.15%	0.00%	-5.5%	Q2 2014
ABBVAbbVie Inc.	$1.39M	0.14%	0.00%	-13.3%	Q4 2013
JNJJohnson & Johnson	$1.39M	0.14%	0.00%	+6.2%	Q4 2013
YUMYum Brands Inc	$1.32M	0.14%	0.00%	-2.4%	Q4 2017
ROKRockwell Automation, Inc	$1.31M	0.14%	0.00%	+65.9%	Q4 2017
SLViShares Silver Trust	$1.29M	0.13%	0.00%	-2.7%	Q3 2021
MCOMoodys Corp	$1.25M	0.13%	0.00%	+1.0%	Q2 2022
MCDMcdonalds Corp	$1.23M	0.13%	0.00%	-7.5%	Q4 2013
IAUIshares Gold Trust	$1.23M	0.13%	0.00%	-1.7%	Q3 2021
TJXTJX Companies Inc	$1.23M	0.13%	0.00%	+6.5%	Q4 2013
APDAir Products & Chemicals, Inc.	$1.16M	0.12%	0.00%	+61.8%	Q1 2017
NOCNorthrop Grumman Corp	$1.13M	0.12%	0.00%	-1.4%	Q1 2017
ETNEaton Corp plc	$1.13M	0.12%	0.00%	+44.6%	Q4 2017
MARMarriott International Inc	$1.13M	0.12%	0.00%	+2.2%	Q3 2016
DUKDuke Energy CORP	$1.11M	0.11%	0.00%	-0.7%	Q1 2014
NSCNorfolk Southern Corp	$1.1M	0.11%	0.00%	Not reported	Q2 2014
MNSTMonster Beverage Corp	$1.08M	0.11%	0.00%	+26.3%	Q4 2023

Q1 2026Reported May 12, 2026395 positions
SPTSSports Media Inc	$90.5M	10.03%	Not reported	+14.0%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$34.6M	3.83%	Not reported	-1.1%	Q4 2013
SPMDSupermedia Inc.	$19.6M	2.17%	Not reported	+7.9%	Q3 2023
AAPLApple Inc.	$17.7M	1.96%	0.00%	+22.6%	Q1 2014
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$11.9M	1.32%	Not reported	-2.6%	Q4 2013
BHRBBurke & Herbert Financial Services Corp.	$11.6M	1.28%	1.23%	New	Q1 2026
AMZNAmazon Com Inc	$10.7M	1.19%	0.00%	+0.9%	Q4 2013
GOOGLAlphabet Inc.	$9.62M	1.07%	0.00%	-1.5%	Q4 2015
JMSBJohn Marshall Bancorp, Inc.	$7.1M	0.79%	2.46%	+0.4%	Q2 2022
MSFTMicrosoft Corp	$6.43M	0.71%	0.00%	+1.7%	Q1 2014
JPMJPMorgan Chase & Co	$5.3M	0.59%	0.00%	-1.8%	Q4 2013
NVDANvidia Corp	$3.69M	0.41%	0.00%	-0.5%	Q3 2021
LLYELI LILLY & Co	$3.55M	0.39%	0.00%	+2.0%	Q3 2018
BRK.BBerkshire Hathaway Inc	$3.28M	0.36%	Not reported	-1.5%	Q1 2014
METAMeta Platforms, Inc.	$2.62M	0.29%	Not reported	+0.5%	Q4 2017
VVisa Inc.	$2.53M	0.28%	0.00%	-2.0%	Q4 2015
AVGOBroadcom Inc.	$2.42M	0.27%	0.00%	+3.3%	Q4 2019
IAUMiShares Gold Trust Micro	$2.34M	0.26%	0.03%	-16.7%	Q3 2024
CATCaterpillar Inc	$2.31M	0.26%	0.00%	+1.1%	Q4 2017
HDHome Depot, Inc.	$2.11M	0.23%	0.00%	-3.4%	Q1 2017
RTXRTX Corp	$2.04M	0.23%	0.00%	-0.3%	Q2 2020
NEENextera Energy Inc	$2.02M	0.22%	0.00%	-0.4%	Q4 2013
GOOGAlphabet Inc.	$1.94M	0.22%	Not reported	-2.9%	Q1 2016
XOMExxonMobil Holdings Corp	$1.81M	0.20%	0.00%	-2.6%	Q4 2013
DHRDanaher Corp	$1.81M	0.20%	0.00%	+0.8%	Q4 2013
COSTCostco Wholesale Corp	$1.78M	0.20%	0.00%	+3.7%	Q1 2017
MLMMartin Marietta Materials Inc	$1.77M	0.20%	0.01%	Not reported	Q3 2018
SLViShares Silver Trust	$1.69M	0.19%	0.00%	-20.2%	Q3 2021
MRKMerck & Co., Inc.	$1.68M	0.19%	0.00%	-0.6%	Q2 2016
NOCNorthrop Grumman Corp	$1.54M	0.17%	0.00%	-1.9%	Q1 2017
MCDMcdonalds Corp	$1.53M	0.17%	0.00%	-4.1%	Q4 2013
IAUIshares Gold Trust	$1.46M	0.16%	0.00%	-0.4%	Q3 2021
ABBVAbbVie Inc.	$1.39M	0.15%	0.00%	-0.1%	Q4 2013
YUMYum Brands Inc	$1.31M	0.15%	0.00%	-0.9%	Q4 2017
JNJJohnson & Johnson	$1.26M	0.14%	0.00%	-9.8%	Q4 2013
AXPAmerican Express Co	$1.23M	0.14%	0.00%	+0.7%	Q3 2017
TJXTJX Companies Inc	$1.22M	0.13%	0.00%	-9.0%	Q4 2013
MCOMoodys Corp	$1.2M	0.13%	0.00%	Not reported	Q2 2022
PEPPepsico Inc	$1.19M	0.13%	0.00%	-9.1%	Q4 2013
DUKDuke Energy CORP	$1.16M	0.13%	0.00%	-3.6%	Q1 2014
APHAmphenol Corp	$1.12M	0.12%	0.00%	-5.2%	Q3 2021
PGPROCTER & GAMBLE Co	$1.09M	0.12%	0.00%	-1.9%	Q4 2013
BROBrown & Brown, Inc.	$1.08M	0.12%	0.00%	Not reported	Q2 2022
PANWPalo Alto Networks Inc	$1.03M	0.11%	0.00%	+5.0%	Q1 2023
AMATApplied Materials Inc	$1.03M	0.11%	0.00%	+0.5%	Q4 2017
ACGLArch Capital Group Ltd.	$1.02M	0.11%	0.00%	Not reported	Q2 2022
SYKStryker Corp	$1.01M	0.11%	0.00%	-4.5%	Q4 2017
MKC.VMccormick & Co Inc	$1.01M	0.11%	Not reported	Not reported	Q4 2013
NSCNorfolk Southern Corp	$1.01M	0.11%	0.00%	Not reported	Q2 2014
KMIKinder Morgan, Inc.	$1M	0.11%	0.00%	-4.8%	Q4 2014

Q4 2025Reported Jan 22, 2026410 positions
SPTSSports Media Inc	$79.7M	8.94%	Not reported	+5.8%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$36.6M	4.11%	Not reported	-0.4%	Q4 2013
SPMDSupermedia Inc.	$17.8M	1.99%	Not reported	+6.8%	Q3 2023
AAPLApple Inc.	$15.5M	1.74%	0.00%	-1.6%	Q1 2014
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$11.9M	1.33%	Not reported	-2.7%	Q4 2013
AMZNAmazon Com Inc	$11.8M	1.32%	0.00%	-13.9%	Q4 2013
GOOGLAlphabet Inc.	$10.6M	1.19%	0.00%	-2.9%	Q4 2015
MSFTMicrosoft Corp	$8.26M	0.93%	0.00%	-2.7%	Q1 2014
JMSBJohn Marshall Bancorp, Inc.	$6.96M	0.78%	2.46%	Not reported	Q2 2022
JPMJPMorgan Chase & Co	$5.91M	0.66%	0.00%	-2.2%	Q4 2013
LLYELI LILLY & Co	$4.07M	0.46%	0.00%	+2.0%	Q3 2018
NVDANvidia Corp	$3.97M	0.45%	0.00%	+1.0%	Q3 2021
BRK.BBerkshire Hathaway Inc	$3.49M	0.39%	Not reported	-4.9%	Q1 2014
METAMeta Platforms, Inc.	$3.01M	0.34%	Not reported	-5.9%	Q4 2017
VVisa Inc.	$2.99M	0.34%	0.00%	-0.6%	Q4 2015
AVGOBroadcom Inc.	$2.62M	0.29%	0.00%	-2.1%	Q4 2019
IAUMiShares Gold Trust Micro	$2.59M	0.29%	0.05%	-11.2%	Q3 2024
HDHome Depot, Inc.	$2.28M	0.26%	0.00%	-1.3%	Q1 2017
GOOGAlphabet Inc.	$2.19M	0.25%	Not reported	-0.6%	Q1 2016
DHRDanaher Corp	$2.17M	0.24%	0.00%	-9.5%	Q4 2013
SLViShares Silver Trust	$2.01M	0.23%	0.01%	-6.9%	Q3 2021
RTXRTX Corp	$1.94M	0.22%	0.00%	-0.3%	Q2 2020
MLMMartin Marietta Materials Inc	$1.87M	0.21%	0.01%	Not reported	Q3 2018
CATCaterpillar Inc	$1.85M	0.21%	0.00%	+29.3%	Q4 2017
NEENextera Energy Inc	$1.75M	0.20%	0.00%	-0.6%	Q4 2013
MCDMcdonalds Corp	$1.57M	0.18%	0.00%	-4.7%	Q4 2013
AXPAmerican Express Co	$1.5M	0.17%	0.00%	+0.3%	Q3 2017
COSTCostco Wholesale Corp	$1.49M	0.17%	0.00%	-6.2%	Q1 2017
MRKMerck & Co., Inc.	$1.48M	0.17%	0.00%	-8.4%	Q2 2016
ABBVAbbVie Inc.	$1.46M	0.16%	0.00%	-0.5%	Q4 2013
MCOMoodys Corp	$1.4M	0.16%	0.00%	Not reported	Q2 2022
MKC.VMccormick & Co Inc	$1.38M	0.15%	Not reported	Not reported	Q4 2013
IAUIshares Gold Trust	$1.35M	0.15%	0.00%	-2.0%	Q3 2021
XOMExxonMobil Holdings Corp	$1.32M	0.15%	0.00%	-2.2%	Q4 2013
BROBrown & Brown, Inc.	$1.31M	0.15%	0.00%	Not reported	Q2 2022
NOCNorthrop Grumman Corp	$1.31M	0.15%	0.00%	+1.1%	Q1 2017
YUMYum Brands Inc	$1.29M	0.14%	0.00%	-5.4%	Q4 2017
TJXTJX Companies Inc	$1.28M	0.14%	0.00%	Not reported	Q4 2013
APHAmphenol Corp	$1.26M	0.14%	0.00%	-1.3%	Q3 2021
LEUCentrus Energy Corp	$1.26M	0.14%	0.04%	Not reported	Q4 2022
PEPPepsico Inc	$1.22M	0.14%	0.00%	-12.6%	Q4 2013
JNJJohnson & Johnson	$1.18M	0.13%	0.00%	-1.6%	Q4 2013
SYKStryker Corp	$1.14M	0.13%	0.00%	+4.5%	Q4 2017
PANWPalo Alto Networks Inc	$1.13M	0.13%	0.00%	+4.5%	Q1 2023
MARMarriott International Inc	$1.11M	0.12%	0.00%	+1.6%	Q3 2016
PGPROCTER & GAMBLE Co	$1.11M	0.12%	0.00%	-5.1%	Q4 2013
DUKDuke Energy CORP	$1.07M	0.12%	0.00%	-10.7%	Q1 2014
ORCLOracle Corp	$1.04M	0.12%	0.00%	-2.8%	Q3 2018
ACGLArch Capital Group Ltd.	$1.02M	0.11%	0.00%	Not reported	Q2 2022
GEGeneral Electric Co	$1.02M	0.11%	0.00%	+10.4%	Q3 2021

Q3 2025Reported Nov 5, 2025416 positions
SPTSSports Media Inc	$75.4M	8.62%	Not reported	+11.1%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$35.9M	4.11%	Not reported	-0.7%	Q4 2013
SPMDSupermedia Inc.	$16.4M	1.88%	Not reported	+6.7%	Q3 2023
AAPLApple Inc.	$14.7M	1.68%	0.00%	-2.1%	Q1 2014
AMZNAmazon Com Inc	$13M	1.49%	0.00%	-2.9%	Q4 2013
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$12M	1.37%	Not reported	-2.1%	Q4 2013
MSFTMicrosoft Corp	$9.08M	1.04%	0.00%	-1.1%	Q1 2014
GOOGLAlphabet Inc.	$8.5M	0.97%	0.00%	-2.5%	Q4 2015
JMSBJohn Marshall Bancorp, Inc.	$6.91M	0.79%	2.45%	+4.3%	Q2 2022
JPMJPMorgan Chase & Co	$5.92M	0.68%	0.00%	-2.4%	Q4 2013
NVDANvidia Corp	$3.93M	0.45%	0.00%	-0.2%	Q3 2021
BRK.BBerkshire Hathaway Inc	$3.67M	0.42%	Not reported	-2.1%	Q1 2014
METAMeta Platforms, Inc.	$3.55M	0.41%	Not reported	-0.2%	Q4 2017
VVisa Inc.	$2.93M	0.33%	0.00%	-5.5%	Q4 2015
LLYELI LILLY & Co	$2.83M	0.32%	0.00%	-1.3%	Q3 2018
HDHome Depot, Inc.	$2.73M	0.31%	0.00%	-1.7%	Q1 2017
IAUMiShares Gold Trust Micro	$2.61M	0.30%	0.07%	-1.1%	Q3 2024
AVGOBroadcom Inc.	$2.55M	0.29%	0.00%	-4.4%	Q4 2019
DHRDanaher Corp	$2.08M	0.24%	0.00%	-1.1%	Q4 2013
MLMMartin Marietta Materials Inc	$1.89M	0.22%	0.01%	Not reported	Q3 2018
RTXRTX Corp	$1.78M	0.20%	0.00%	-3.2%	Q2 2020
GOOGAlphabet Inc.	$1.71M	0.20%	Not reported	-0.7%	Q1 2016
COSTCostco Wholesale Corp	$1.7M	0.19%	0.00%	-0.4%	Q1 2017
NEENextera Energy Inc	$1.66M	0.19%	0.00%	-2.6%	Q4 2013
MCDMcdonalds Corp	$1.64M	0.19%	0.00%	-3.5%	Q4 2013
LEUCentrus Energy Corp	$1.6M	0.18%	0.04%	Not reported	Q4 2022
BROBrown & Brown, Inc.	$1.55M	0.18%	0.00%	Not reported	Q2 2022
ORCLOracle Corp	$1.54M	0.18%	0.00%	Not reported	Q3 2018
ABBVAbbVie Inc.	$1.49M	0.17%	0.00%	-2.2%	Q4 2013
SLViShares Silver Trust	$1.42M	0.16%	0.01%	Not reported	Q3 2021
NOCNorthrop Grumman Corp	$1.38M	0.16%	0.00%	-4.0%	Q1 2017
YUMYum Brands Inc	$1.37M	0.16%	0.00%	Not reported	Q4 2017
PEPPepsico Inc	$1.35M	0.15%	0.00%	-4.7%	Q4 2013
AXPAmerican Express Co	$1.34M	0.15%	0.00%	-1.5%	Q3 2017
MKC.VMccormick & Co Inc	$1.34M	0.15%	Not reported	Not reported	Q4 2013
MCOMoodys Corp	$1.31M	0.15%	0.00%	Not reported	Q2 2022
MRKMerck & Co., Inc.	$1.29M	0.15%	0.00%	-6.0%	Q2 2016
DUKDuke Energy CORP	$1.27M	0.15%	0.00%	-5.1%	Q1 2014
XOMExxonMobil Holdings Corp	$1.27M	0.14%	0.00%	-2.7%	Q4 2013
PGPROCTER & GAMBLE Co	$1.25M	0.14%	0.00%	0.0%	Q4 2013
IAUIshares Gold Trust	$1.24M	0.14%	0.00%	-0.9%	Q3 2021
TJXTJX Companies Inc	$1.21M	0.14%	0.00%	Not reported	Q4 2013
PANWPalo Alto Networks Inc	$1.19M	0.14%	0.00%	+4.0%	Q1 2023
CATCaterpillar Inc	$1.19M	0.14%	0.00%	-2.4%	Q4 2017
APHAmphenol Corp	$1.17M	0.13%	0.00%	-0.3%	Q3 2021
NFLXNetflix Inc	$1.17M	0.13%	0.00%	-1.2%	Q4 2017
SYKStryker Corp	$1.14M	0.13%	0.00%	-5.0%	Q4 2017
LHLabcorp Holdings Inc.	$1.08M	0.12%	0.00%	-11.1%	Q2 2024
JNJJohnson & Johnson	$1.08M	0.12%	0.00%	-3.6%	Q4 2013
NSCNorfolk Southern Corp	$1.06M	0.12%	0.00%	-1.0%	Q2 2014

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