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Portfolio (Quarterly) Guide ↗

EVERMAY WEALTH MANAGEMENT LLC

· CIK 0001066816
13F Portfolio $891M AUM Filed Jan 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 571 New
Page 16 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 GIS GENERAL MLS INC Consumer Defensive 1,382.0 $64K 0.01% NEW $46.50 -26.8%
302 VOT VANGUARD INDEX FDS 230.0 $64K 0.01% NEW $278.70 +6.5%
303 IWC ISHARES TR 406.0 $64K 0.01% NEW $157.70 +20.4%
304 PFEB INNOVATOR ETFS TRUST 1,534.0 $62K 0.01% NEW $40.72 +5.7%
305 SCHD SCHWAB STRATEGIC TR 2,250.0 $62K 0.01% NEW $27.43 +18.6%
306 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 678.0 $61K 0.01% NEW $90.16 -8.5%
307 DFUV DIMENSIONAL ETF TRUST 1,275.0 $59K 0.01% NEW $46.59 +15.3%
308 NRG NRG ENERGY INC Utilities 373.0 $59K 0.01% NEW $159.24 -15.3%
309 WSM WILLIAMS SONOMA INC Consumer Cyclical 330.0 $59K 0.01% NEW $178.59 +16.1%
310 TSEM TOWER SEMICONDUCTOR LTD Technology 500.0 $59K 0.01% NEW $117.42 +118.6%
311 AME AMETEK INC Industrials 285.0 $59K 0.01% NEW $205.31 +9.7%
312 EEM ISHARES TR 1,067.0 $58K 0.01% NEW $54.71 +25.8%
313 SPYX SPDR SERIES TRUST 1,021.0 $57K 0.01% NEW $56.19 +10.3%
314 FISV FISERV INC Technology 844.0 $57K 0.01% NEW $67.17 -15.7%
315 BEP BROOKFIELD RENEWABLE PARTNER Utilities 2,100.0 $57K 0.01% NEW $26.97 +36.4%
316 DLR DIGITAL RLTY TR INC Real Estate 355.0 $55K 0.01% NEW $155.93 +22.0%
317 VPL VANGUARD INTL EQUITY INDEX F 600.0 $54K 0.01% NEW $90.40 +28.7%
318 DES WISDOMTREE TR 1,597.0 $53K 0.01% NEW $33.45 +15.5%
319 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 270.0 $52K 0.01% NEW $193.43 +5.3%
320 Q QNITY ELECTRONICS INC Technology 613.0 $50K 0.01% NEW $81.65 +90.8%
Page 16 of 29  ·  571 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 34.9%
Technology 20.0%
Consumer Cyclical 10.4%
Communication Services 8.5%
Healthcare 8.1%
Industrials 7.4%
Consumer Defensive 3.3%
Energy 2.6%
Utilities 2.2%
Basic Materials 1.8%