Evermay Wealth Management LLC
Evermay Wealth Management LLC is an SEC-registered investment adviser headquartered in Arlington, Virginia. Established to serve individuals (including high net worth), charitable organizations, and select businesses, the firm has approximately 24 employees. Evermay provides highly personalized wealth management and financial planning solutions through a fee-only, fiduciary model, focusing on understanding each client's unique goals, circumstances, and legacy desires. The team emphasizes building lasting relationships and delivering bespoke advice for wealth and life planning.
Investment Strategy
Evermay Wealth Management employs a highly personalized, goal-based approach to investment advisory. As a fee-only fiduciary, the firm prioritizes understanding client-specific objectives and desired legacies, constructing tailored financial plans and diversified portfolios to match each client's needs. Their strategy blends traditional asset management with extensive financial planning—often focusing on long-term growth, risk management, and legacy planning for families and individual clients. The firm does not push products, opting instead for clear, transparent advice and education, so clients can make informed decisions and feel secure throughout changing market conditions.
Latest 13F Filing Activity
Evermay Wealth Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 566 equity positions with a total 13F market value of $812M. The fund increased holdings in SPDR Series Trust, Dimensional Etf Trust, SPDR Series Trust among other positions. Evermay Wealth Management LLC reduced exposure to Apple Inc., Unitedhealth Group Inc., Vanguard Intl Equity Index F among others.
Top Holdings
Equity Positions (566)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPTI | SPDR SERIES TRUST | 13.97% | $113.5M | 3,944,118 | $28.39 | $28.77 | +$4.1M |
S SCHX | SCHWAB STRATEGIC TR | 13.67% | $111.1M | 4,544,697 | $8.36 | $24.44 | +$401.8K |
V VOO | VANGUARD INDEX FDS | 8.90% | $72.3M | 126,965 | $222.60 | $568.03 | +$3.5M |
S SPTS | SPDR SERIES TRUST | 8.34% | $67.8M | 2,313,895 | $29.21 | $29.29 | +$4.3M |
I IJH | ISHARES TR | 4.94% | $40.2M | 647,557 | $35.56 | $62.02 | +$570.9K |
Industry Allocation
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