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Portfolio (Quarterly) Guide ↗

EVERMAY WEALTH MANAGEMENT LLC

· CIK 0001066816
13F Portfolio $902M AUM 594 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 53 New 66 Added 149 Reduced 30 Exited
Page 16 of 30  ·  594 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 UAL UNITED AIRLS HLDGS INC Industrials 675.0 $62K 0.01% -10.0 -1.5% $92.07 +27.0%
302 DFUV DIMENSIONAL ETF TRUST 1,275.0 $62K 0.01% $48.46 +10.9%
303 PFEB INNOVATOR ETFS TRUST 1,534.0 $62K 0.01% $40.10 +7.3%
304 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 678.0 $61K 0.01% $90.66 -9.0%
305 AME AMETEK INC Industrials 285.0 $61K 0.01% $214.36 +5.0%
306 EEM ISHARES TR 1,067.0 $61K 0.01% $56.79 +21.2%
307 XLK SELECT SECTOR SPDR TR 454.0 $60K 0.01% +280.0 +160.9% $132.90 +43.2%
308 VOT VANGUARD INDEX FDS 230.0 $59K 0.01% $256.94 +15.5%
309 PSTG EVERPURE INC Technology 1,000.0 $59K 0.01% $59.04 +46.0%
310 VPL VANGUARD INTL EQUITY INDEX F 600.0 $59K 0.01% $97.73 +19.1%
311 Q QNITY ELECTRONICS INC Technology 503.0 $58K 0.01% -110.0 -17.9% $115.38 +35.1%
312 DES WISDOMTREE TR 1,597.0 $57K 0.01% $35.94 +7.5%
313 DD DUPONT DE NEMOURS INC Basic Materials 1,227.0 $56K 0.01% $45.80 +4.0%
314 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 770.0 $56K 0.01% -330.0 -30.0% $72.91 +8.9%
315 ROBO EXCHANGE TRADED CONCEPTS TRU 810.0 $55K 0.01% -200.0 -19.8% $68.43 +29.1%
316 NRG NRG ENERGY INC Utilities 373.0 $55K 0.01% $146.14 -7.7%
317 AEP AMERICAN ELEC PWR CO INC Utilities 410.0 $54K 0.01% $131.19 -2.9%
318 MSTR STRATEGY INC Technology 427.0 $53K 0.01% $124.80 +23.9%
319 INTC INTEL CORP Technology 1,184.0 $52K 0.01% -117.0 -9.0% $44.13 +170.6%
320 RWR SPDR SERIES TRUST 509.0 $51K 0.01% $100.97 +9.3%
Page 16 of 30  ·  594 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 37.6%
Technology 18.9%
Consumer Cyclical 9.4%
Industrials 7.7%
Communication Services 7.5%
Healthcare 7.4%
Consumer Defensive 3.4%
Energy 2.9%
Utilities 2.5%
Basic Materials 1.9%