account_balance
Investment manager · 13F filer · SEC CIK 1066816
Evermay Wealth Management LLC
Reported value$996Mas of Sep 30, 2026
Positions623 31 new, 59 sold out
Top 10 weight60.2%SPTI alone is 13%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPTISPDR Series Trust
12.9%Trimmed −7%
SCHXSchwab Strategic Tr
12.3%
VOOVanguard Index FDS
7.2%Trimmed −3%
SPTSSPDR Series Trust
5.8%Trimmed −40%
VGITVanguard Scottsdale FDS
5.5%Added +932%
SPYSPDR S&P 500 ETF Trust
3.9%
IJHiShares Tr
3.7%Trimmed −4%
SPYMSPDR Series Trust
3.3%Added +11%
IVViShares Tr
3.1%
VGSHVanguard Scottsdale FDS
2.6%
SPMDSPDR Series Trust
2.6%+9%
AAPLApple Inc.
2.2%
SPTISPDR Series Trust
12.9%Trimmed −7%
SCHXSchwab Strategic Tr
12.3%
VOOVanguard Index FDS
7.2%
SPTSSPDR Series Trust
5.8%
VGITVanguard Scottsdale FDS
5.5%+932%
SPYSPDR S&P 500 ETF Trust
3.9%
IJHiShares Tr
3.7%
SPYMSPDR Series Trust
3.3%
IVV3.1%
VGSH
SPMD2.6%
AAPLBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPTI SPDR Series Trust 12.9% Trimmed −7%
SCHX Schwab Strategic Tr 12.3% Held
VOO Vanguard Index FDS 7.2% Trimmed −3%
SPTS SPDR Series Trust 5.8% Trimmed −40%
VGIT Vanguard Scottsdale FDS 5.5% Added +932%
SPY SPDR S&P 500 ETF Trust 3.9% HeldIJH iShares Tr 3.7% Trimmed −4%
SPYM SPDR Series Trust 3.3% Added +11%
IVV iShares Tr 3.1% Held
VGSH Vanguard Scottsdale FDS 2.6% Added +959%
SPMD SPDR Series Trust 2.6% Added +9%
AAPL Apple Inc. 2.2% HeldWhat changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.