§ 13F · FUND PROFILE
EVERMAY WEALTH MANAGEMENT LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $812.5T (13F)Positions · 573Turnover · — · Q4Filed · Jan 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPTI | SPDR SERIES TRUST | 4.65M | $134.0T | 15.0% | +4% |
| 2 | SCHX | SCHWAB STRATEGIC TR | 4.44M | $119.4T | 13.4% | −1% |
| 3 | SPTS | SPDR SERIES TRUST | 2.72M | $79.7T | 8.9% | +6% |
| 4 | VOO | VANGUARD INDEX FDS | 121K | $75.8T | 8.5% | −2% |
| 5 | IJH | ISHARES TR | 613K | $40.4T | 4.5% | −2% |
| 6 | SPY | SPDR S&P 500 ETF TR | 54K | $36.6T | 4.1% | ±0% |
| 7 | IVV | ISHARES TR | 40K | $27.3T | 3.1% | −3% |
| 8 | SPYM | SPDR SERIES TRUST | 248K | $19.9T | 2.2% | +3% |
| 9 | SPMD | SPDR SERIES TRUST | 307K | $17.8T | 2.0% | +7% |
| 10 | AAPL | APPLE INC | 57K | $15.5T | 1.7% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EVERMAY SIGNAL
AC read
EVERMAY WEALTH MANAGEMENT LLC is a Other fund managing $812488.4 trillion in assets. The fund runs a broad portfolio of 573 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed