Evermay Wealth Management LLC ETF holdings
Arlington, VA
Reported $783.0M in 208 ETFs in its Form 13F for June 30, 2026.
ETF value
$783.0M
ETFs held
208
Change from prior quarter
+8.3%
With price moves
ETFs as a share of its 13F
80.6%
of $970.9M
Top 10 of 208 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPTI | State Street SPDR Portfolio Intermediate Term Treasury Index ETF | $144.2M | 5,078,669 | +162,697 shares |
| SCHX | Schwab U.S. Large-Cap ETF | $121.7M | 4,135,021 | −233,947 shares |
| SPTS | State Street SPDR Portfolio Short Term Treasury Index ETF | $97.4M | 3,358,171 | +257,061 shares |
| VOO | Vanguard S&P 500 ETF | $72.4M | 105,353 | −12,991 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $41.1M | 533,317 | −58,476 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $38.3M | 51,102 | −1,891 shares |
| IVV | iShares Core S&P 500 ETF | $30.3M | 40,432 | +1,169 shares |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $28.8M | 327,357 | +43,911 shares |
| SPMD | State Street SPDR Portfolio S&P 400 Mid Cap ETF | $25.0M | 370,105 | +38,911 shares |
| SPSM | State Street SPDR Portfolio S&P 600 Small Cap ETF | $20.2M | 349,702 | +28,004 shares |
198 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001066816. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Evermay Wealth Management LLC own?
Evermay Wealth Management LLC reported 208 ETF positions worth $783.0M in its Form 13F for June 30, 2026. The largest was SPTI, at $144.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.