EVERMAY WEALTH MANAGEMENT LLC: 13F holdings
CIK 10668162026Q2
| Positions | 651 |
|---|
| Reported value | $970.9m |
|---|
| Filed | 2026-07-27 |
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Change since last quarter
| Positions | 651 (+57 vs prior quarter) |
|---|
| Reported value | $970.9m (+7.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPTI SPDR SERIES TRUST | 5,078,669 | $144.2m | 14.9% |
| SCHX SCHWAB STRATEGIC TR | 4,135,021 | $121.7m | 12.5% |
| SPTS SPDR SERIES TRUST | 3,358,171 | $97.4m | 10.0% |
| VOO VANGUARD INDEX FDS | 105,353 | $72.4m | 7.5% |
| IJH ISHARES TR | 533,317 | $41.1m | 4.2% |
| SPY STATE STR SPDR S&P 500 ETF T | 51,102 | $38.3m | 3.9% |
| IVV ISHARES TR | 40,432 | $30.3m | 3.1% |
| SPYM SPDR SERIES TRUST | 327,357 | $28.8m | 3.0% |
| SPMD SPDR SERIES TRUST | 370,105 | $25.0m | 2.6% |
| SPSM SPDR SERIES TRUST | 349,702 | $20.2m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1066816")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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