1y return+15.3%S&P 500 +20.9%
3y return+47.1%S&P 500 +68.5%
5y return+46.2%S&P 500 +74.5%
10y return+160.8%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $261 against $357 in the S&P 500.2
Evermay Wealth Management LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPTISpdr Series Trust | $144.2M | 14.9% | +3.3% |
| SCHXSchwab Strategic Tr | $121.7M | 12.5% | −5.4% |
| SPTSSpdr Series Trust | $97.4M | 10.0% | +8.3% |
| VOOVanguard Index Fds | $72.4M | 7.5% | −11.0% |
| IJHIshares Tr | $41.1M | 4.2% | −9.9% |
| SPYState Str Spdr S&p 500 Etf T | $38.3M | 3.9% | −3.6% |
| IVVIshares Tr | $30.3M | 3.1% | +3.0% |
| SPYMSpdr Series Trust | $28.8M | 3.0% | +15.5% |
| SPMDSpdr Series Trust | $25.0M | 2.6% | +11.7% |
| SPSMSpdr Series Trust | $20.2M | 2.1% | +8.7% |
| AAPLApple Inc | $19.1M | 2.0% | −5.4% |
| DFAIDimensional Etf Trust | $19.1M | 2.0% | +6.1% |
| IEMGIshares Inc | $18.0M | 1.9% | +5.1% |
| AMZNAmazon Com Inc | $12.7M | 1.3% | +3.8% |
| IJRIshares Tr | $12.3M | 1.3% | −8.4% |
| VYMVanguard Whitehall Fds | $11.9M | 1.2% | −6.9% |
| GOOGLAlphabet Inc | $11.1M | 1.1% | −7.3% |
| VTIVanguard Index Fds | $10.1M | 1.0% | −11.0% |
| VOVanguard Index Fds | $9.2M | 0.9% | −6.0% |
| JMSBJohn Marshall Bancorp Inc | $7.7M | 0.8% | |
| MSFTMicrosoft Corp | $6.3M | 0.7% | −2.2% |
| JPMJpmorgan Chase & Co | $6.0M | 0.6% | +2.3% |
| VGITVanguard Scottsdale Fds | $5.5M | 0.6% | +444.0% |
| LLYEli Lilly & Co | $4.5M | 0.5% | −2.3% |
| XSOEWisdomtree Tr | $4.4M | 0.5% | −30.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $3.1M |
| NVDANvidia Corporation | June 30, 2021 | +900.3% | $4.3M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $3.6M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $4.5M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $11.1M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $6.0M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $19.1M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $3.3M |
| VOOVanguard Index Fds | June 30, 2020 | +142.3% | $72.4M |
| SPYState Str Spdr S&p 500 Etf T | June 30, 2020 | +142.2% | $38.3M |
Sold off last quarter
- BHRBBurke Herbert Finl Svcs Corp was $11.6M
- Honeywell Intl IncCUSIP 438516106 was $507K
- ESGVVanguard World Fd was $271K
- MGKVanguard World Fd was $110K
- Dupont De Nemours IncCUSIP 26614N102 was $56K
- EFAVIshares Tr was $30K
- SPABSpdr Series Trust was $29K
- Carnival CorpCUSIP 143658300 was $29K
- BNDVanguard Bd Index Fds was $26K
- American Woodmark CorpCUSIP 030506109 was $24K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.2% | +14.8% |
| March 31, 2026 | −2.1% | −4.6% |
| December 31, 2025 | +1.8% | +2.4% |
| September 30, 2025 | +5.9% | +7.8% |
| June 30, 2025 | +6.7% | +10.5% |
| March 31, 2025 | −3.4% | −4.6% |
| December 31, 2024 | +0.5% | +2.1% |
| September 30, 2024 | +6.1% | +5.4% |
| June 30, 2024 | +1.5% | +4.0% |
| March 31, 2024 | +7.6% | +10.0% |
| December 31, 2023 | +10.1% | +11.2% |
| September 30, 2023 | −3.5% | −3.6% |
| June 30, 2023 | +6.1% | +8.3% |
| March 31, 2023 | +4.2% | +7.0% |
| December 31, 2022 | +6.1% | +7.1% |
| September 30, 2022 | −4.1% | −5.3% |
| June 30, 2022 | −13.4% | −16.5% |
| March 31, 2022 | −4.8% | −4.9% |
| December 31, 2021 | +7.9% | +10.7% |
| September 30, 2021 | −0.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Evermay Wealth Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1066816&type=13F-HR&dateb=&owner=include&count=40CIK 1066816
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1066816/000106681626000005/Filed July 27, 2026 · accession 0001066816-26-000005