Evermay Wealth Management LLC
Annual return '25
+16.2%
SPY '25
+17.7%
Alpha
-1.5ptsvs SPY
Invested
$902.1M
Holdings
593
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPTI
SPDR SERIES TRUST
Q1 2026: Increased +5.8% (4.65M → 4.92M shares)
15.6%
02
$SCHX
SCHWAB STRATEGIC TR
Q1 2026: Sold 1.5% (4.44M → 4.37M shares)
12.4%
03
$SPTS
SPDR SERIES TRUST
Q1 2026: Increased +14.0% (2.72M → 3.10M shares)
10.0%
04
$VOO
VANGUARD INDEX FDS
Q1 2026: Sold 2.1% (120.8k → 118.3k shares)
7.8%
05
$IJH
ISHARES TR
Q1 2026: Sold 3.4% (612.6k → 591.8k shares)
4.4%
06
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Sold 1.1% (53.6k → 53.0k shares)
3.8%
07
$IVV
ISHARES TR
Q1 2026: Sold 1.4% (39.8k → 39.3k shares)
2.8%
08
$SPYM
SPDR SERIES TRUST
Q1 2026: Increased +14.2% (248.3k → 283.4k shares)
2.4%
09
$SPMD
SPDR SERIES TRUST
Q1 2026: Increased +7.9% (306.9k → 331.2k shares)
2.2%
10
$AAPL
APPLE INC
Q1 2026: Increased +22.6% (56.9k → 69.8k shares)
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:08 UTC.