EVERMAY WEALTH MANAGEMENT LLC — 13F Holdings & Portfolio
CIK 1066816 · latest 13F-HR filed 2026-07-27
EVERMAY WEALTH MANAGEMENT LLC manages $970.9M in 13F-reported U.S. long-equity assets across 651 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPTI (14.85%), SCHX (12.53%), SPTS (10.03%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 104 new positions and exited 47; 317 existing positions rose in reported value and 131 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$970.9M
Long-equity book
Holdings
651
Distinct positions
Period
2026-06-30
Filed 2026-07-27
Q/Q Activity
+104 / −47 / ↑317 / ↓131
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26SPTI14.8% · +3%SCHX12.5% · -5%SPTS10.0% · +8%VOO7.5% · -11%IJH4.2% · -10%SPY3.9% · -4%IVV3.1% · +3%SPYM3.0% · +16%SPMD2.6% · +12%SPSM2.1% · +9%AAPL2.0% · -5%DFAI2.0% · +6%IEMG1.9% · +5%AMZN1.3% · +4%IJR1.3% · -8%VYM1.2% · -7%GOOGL1.1% · -7%VTI1.0% · -11%VO0.9% · +276%JMSB0.8% · +0%MSFT0.7% · -2%JPM0.6% · +2%VGIT0.6% · +444%LLY0.5% · -2%XSOE0.5% · -31%NVDA0.4% · +2%IWM0.4% · -2%VUG0.4% · +454%CAT0.4% · +4%JEPI0.4% · -14%IWD0.3% · -5%BRK.B0.3% · -4%AVGO0.3% · +4%V0.3% · -1%PJAN0.3% · -2%IDV0.3% · -8%VB0.3% · -29%VTV0.3% · +2%VGSH0.3% · +574%VEA0.3% · -13%MRK0.2% · +31%AMAT0.2% · +8%NEE0.2% · +19%GOOG0.2% · -6%META0.2% · -16%IAUM0.2% · +7%IWF0.2% · +300%EFA0.2% · -8%GDX0.2% · -0%SGOV0.2% · -60%XOM0.2% · +22%MLM0.2% · 0%COST0.2% · +3%HD0.2% · -28%DHR0.2% · -11%SCHF0.2% · +1%LRCX0.2% · +5%GE0.2% · +28%PAPR0.2% · -1%SCHR0.2% · +104%
Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 63.8%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated Aug 11, 2026.
Assets Under Management
$1.33B
Discretionary
$1.28B
Employees
24
Accounts
1,957
Address
3901 FAIRFAX DRIVE
SUITE 400
ARLINGTON, VA 22203
SUITE 400
ARLINGTON, VA 22203
Phone
(703) 822-5696
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| PITT, WILLIAM, CALVIN Control | CHIEF EXECUTIVE OFFICER & C-FOUNDER since Mar 2009 | 50–75% | Individual |
| SUMNER, KRIS, LEE Control | CHIEF COMPLIANCE OFFICER since May 2023 | Less than 5% | Individual |
| WHITE, DAMON, ANTHONY Control | PRESIDENT & CO-FOUNDER since Mar 2009 | 10–25% | Individual |
| CHARLES P. COCKE TRUST | MEMBER since Mar 2009 | 5–10% | Domestic Entity |
| COCKE, CHARLES, POLLARD | TRUSTEE - CHARLES P. COCKE TRUST since Mar 2009 | 5–10% | Individual |
| COCKE, ELIZABETH | TRUSTEE - CHARLES P. COCKE TRUST since Mar 2009 | 5–10% | Individual |
| LOOMIS, ROSS, JOHNSON | CHIEF FINANCIAL OFFICER AND DIRECTOR OF ARTIFICIAL INTELLIGENCE since Aug 2026 | Less than 5% | Individual |
| MARSHALL C. MCCLEAN IRREVOCABLE TRUST | MEMBER since Jan 2024 | 5–10% | Domestic Entity |
| McClean, Estela, M. | TRUSTEE - MARSHALL C. MCCLEAN IRREVOCABLE TRUST since Jan 2024 | 5–10% | Individual |
| THE BRANDON DAVID WOLF REVOCABLE TRUST | MEMBER since Jan 2026 | 5–10% | Domestic Entity |
| TOMISEK, DANA, RENEE | CHIEF OPERATING OFFICER since Aug 2026 | Less than 5% | Individual |
| Wolf, Brandon, David | TRUSTEE - THE BRANDON DAVID WOLF REVOCABLE TRUST / WEALTH ADVISOR since Jan 2026 | 5–10% | Individual |
| COCKE, CHARLES, POLLARD Control Indirect owner via CHARLES P. COCKE TRUST | TRUSTEE since Mar 2009 | General partner, trustee or manager | Individual |
| COCKE, ELIZABETH Control Indirect owner via CHARLES P. COCKE TRUST | TRUSTEE since Mar 2009 | General partner, trustee or manager | Individual |
| McClean, Estela, M. Control Indirect owner via MARSHALL C. MCCLEAN IRREVOCABLE TRUST | TRUSTEE since Jan 2024 | General partner, trustee or manager | Individual |
| Wolf, Brandon, David Control Indirect owner via THE BRANDON DAVID WOLF REVOCABLE TRUST | TRUSTEE since Jan 2026 | General partner, trustee or manager | Individual |
Ownership & leadership changes · 8 filings with changes since Dec 14, 2011
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Aug 11, 2026 filing
- AddedLOOMIS, ROSS, JOHNSON · CHIEF FINANCIAL OFFICER AND DIRECTOR OF ARTIFICIAL INTELLIGENCE · Less than 5%
- AddedTOMISEK, DANA, RENEE · CHIEF OPERATING OFFICER · Less than 5%
- ChangedPITT, WILLIAM, CALVIN · title PRESIDENT/CO-FOUNDER → CHIEF EXECUTIVE OFFICER & C-FOUNDER
- ChangedWHITE, DAMON, ANTHONY · title CHIEF OPERATING OFFICER/CO-FOUNDER → PRESIDENT & CO-FOUNDER
Mar 27, 2026 filing
- AddedTHE BRANDON DAVID WOLF REVOCABLE TRUST · MEMBER · 5–10%
- AddedWolf, Brandon, David · TRUSTEE - THE BRANDON DAVID WOLF REVOCABLE TRUST / WEALTH ADVISOR · 5–10%
- AddedWolf, Brandon, David · TRUSTEE · General partner, trustee or manager · indirect via THE BRANDON DAVID WOLF REVOCABLE TRUST · control person
Mar 28, 2024 filing
- No longer listedMCCLEAN, MARSHALL, COLE · TRUSTEE - THE MARSHALL C. MCCLEAN LIVING TRUST · 5–10% · listed since Sep 2020
- No longer listedMCCLEAN, MARSHALL, COLE · TRUSTEE · General partner, trustee or manager · indirect via THE MARSHALL C. MCCLEAN LIVING TRUST · control person · listed since Sep 2020
- No longer listedTHE MARSHALL C. MCCLEAN LIVING TRUST · MEMBER · 5–10% · listed since Sep 2020
- AddedMARSHALL C. MCCLEAN IRREVOCABLE TRUST · MEMBER · 5–10%
- AddedMcClean, Estela, M. · TRUSTEE - MARSHALL C. MCCLEAN IRREVOCABLE TRUST · 5–10%
- AddedMcClean, Estela, M. · TRUSTEE · General partner, trustee or manager · indirect via MARSHALL C. MCCLEAN IRREVOCABLE TRUST · control person
Jun 23, 2023 filing
- No longer listedMANNIX, GAIL, CAROLYN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since May 2021
- AddedSUMNER, KRIS, LEE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
May 27, 2021 filing
- AddedMANNIX, GAIL, CAROLYN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ChangedWHITE, DAMON, ANTHONY · title CHIEF OPERATING OFFICER/CO-FOUNDER/CHIEF COMPLIANCE OFFICER → CHIEF OPERATING OFFICER/CO-FOUNDER
Jan 12, 2021 filing
- No longer listedLARSON, ELIZABETH, STRICKLAND · SENIOR WEALTH ADVISOR/PRINCIPAL · Less than 5% · control person · listed since Mar 2009
Sep 16, 2020 filing
- No longer listedCOCKE, CHARLES, POLLARD · TRUSTEE · General partner, trustee or manager · indirect via YUKON TRUST · control person · listed since Mar 2009
- No longer listedMCKINLEY, BILJANA · WEALTH ADVISOR/CO-FOUNDER · 10–25% · control person · listed since Mar 2009
- No longer listedSULLIVAN, DONALD · TRUSTEE - YUKON TRUST · 5–10% · listed since Mar 2009
- No longer listedSULLIVAN, DONALD · TRUSTEE · General partner, trustee or manager · indirect via YUKON TRUST · control person · listed since Mar 2009
- No longer listedYUKON TRUST · MEMBER · 5–10% · listed since Mar 2009
- AddedMCCLEAN, MARSHALL, COLE · TRUSTEE - THE MARSHALL C. MCCLEAN LIVING TRUST · 5–10%
- AddedMCCLEAN, MARSHALL, COLE · TRUSTEE · General partner, trustee or manager · indirect via THE MARSHALL C. MCCLEAN LIVING TRUST · control person
- AddedTHE MARSHALL C. MCCLEAN LIVING TRUST · MEMBER · 5–10%
- ChangedCOCKE, CHARLES, POLLARD · title TRUSTEE - CHARLES P. COCKE TRUST / TRUSTEE - YUKON TRUST → TRUSTEE - CHARLES P. COCKE TRUST
Jun 4, 2014 filing
- ChangedLARSON, ELIZABETH, STRICKLAND · title PRINCIPAL → SENIOR WEALTH ADVISOR/PRINCIPAL
- ChangedMCKINLEY, BILJANA · title PRINCIPAL/WEALTH ADVISOR → WEALTH ADVISOR/CO-FOUNDER
- ChangedPITT, WILLIAM, CALVIN · title MANAGING DIRECTOR/PRINCIPAL → PRESIDENT/CO-FOUNDER
- ChangedWHITE, DAMON, ANTHONY · title MANAGING DIRECTOR/PRINCIPAL/CHIEF COMPLIANCE OFFICER → CHIEF OPERATING OFFICER/CO-FOUNDER/CHIEF COMPLIANCE OFFICER
Dec 14, 2011 filing (earliest on record)
- ListedCHARLES P. COCKE TRUST · MEMBER · 5–10%
- ListedCOCKE, CHARLES, POLLARD · TRUSTEE - CHARLES P. COCKE TRUST / TRUSTEE - YUKON TRUST · 5–10%
- ListedCOCKE, CHARLES, POLLARD · TRUSTEE · General partner, trustee or manager · indirect via CHARLES P. COCKE TRUST · control person
- ListedCOCKE, CHARLES, POLLARD · TRUSTEE · General partner, trustee or manager · indirect via YUKON TRUST · control person
- ListedCOCKE, ELIZABETH · TRUSTEE - CHARLES P. COCKE TRUST · 5–10%
- ListedCOCKE, ELIZABETH · TRUSTEE · General partner, trustee or manager · indirect via CHARLES P. COCKE TRUST · control person
- ListedLARSON, ELIZABETH, STRICKLAND · PRINCIPAL · Less than 5% · control person
- ListedMCKINLEY, BILJANA · PRINCIPAL/WEALTH ADVISOR · 10–25% · control person
- ListedPITT, WILLIAM, CALVIN · MANAGING DIRECTOR/PRINCIPAL · 50–75% · control person
- ListedSULLIVAN, DONALD · TRUSTEE - YUKON TRUST · 5–10%
- ListedSULLIVAN, DONALD · TRUSTEE · General partner, trustee or manager · indirect via YUKON TRUST · control person
- ListedWHITE, DAMON, ANTHONY · MANAGING DIRECTOR/PRINCIPAL/CHIEF COMPLIANCE OFFICER · 10–25% · control person
- ListedYUKON TRUST · MEMBER · 5–10%
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- SCHWAB STRATEGIC TR$9.7M +8.6%
- SPDR SERIES TRUST$7.1M +32.6%
- SPDR SERIES TRUST$6.9M +7.7%
- SPDR SERIES TRUST$5.4M +27.5%
- ISHARES TR$4.6M +18.1%
Top Trims
- ISHARES TR-$2.8M -60.3%
- SCHWAB STRATEGIC TR-$782.4K -70.1%
- WISDOMTREE TR-$765.7K -14.9%
- J P MORGAN EXCHANGE TRADED F-$605.2K -14.4%
- RTX CORPORATION-$584.4K -28.7%
New Positions
- MARVELL TECHNOLOGY INC$329.8K
- VANGUARD SCOTTSDALE FDS$267.1K
- HONEYWELL INTL INC$249.3K
- HONEYWELL AEROSPACE INC$245.6K
- AFLAC INC$87.2K
Exited Positions
- BURKE HERBERT FINL SVCS CORP$11.6M
- HONEYWELL INTL INC$507.2K
- VANGUARD WORLD FD$271.1K
- VANGUARD WORLD FD$110.2K
- DUPONT DE NEMOURS INC$56.2K
EVERMAY WEALTH MANAGEMENT LLC Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | SPTI | 78464A672 | $144.2M | 14.85% | 5,078,669 | SH |
| 2 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $121.7M | 12.53% | 4,135,021 | SH |
| 3 | SPDR SERIES TRUST | SPTS | 78468R101 | $97.4M | 10.03% | 3,358,171 | SH |
| 4 | VANGUARD INDEX FDS | VOO | 922908363 | $72.4M | 7.45% | 105,353 | SH |
| 5 | ISHARES TR | IJH | 464287507 | $41.1M | 4.24% | 533,317 | SH |
| 6 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $38.3M | 3.94% | 51,102 | SH |
| 7 | ISHARES TR | IVV | 464287200 | $30.3M | 3.12% | 40,432 | SH |
| 8 | SPDR SERIES TRUST | SPYM | 78464A854 | $28.8M | 2.96% | 327,357 | SH |
| 9 | SPDR SERIES TRUST | SPMD | 78464A847 | $25.0M | 2.58% | 370,105 | SH |
| 10 | SPDR SERIES TRUST | SPSM | 78468R853 | $20.2M | 2.08% | 349,702 | SH |
| 11 | APPLE INC | AAPL | 037833100 | $19.1M | 1.97% | 66,044 | SH |
| 12 | DIMENSIONAL ETF TRUST | DFAI | 25434V203 | $19.1M | 1.97% | 462,789 | SH |
| 13 | ISHARES INC | IEMG | 46434G103 | $18.0M | 1.85% | 217,119 | SH |
| 14 | AMAZON COM INC | AMZN | 023135106 | $12.7M | 1.31% | 53,479 | SH |
| 15 | ISHARES TR | IJR | 464287804 | $12.3M | 1.27% | 83,114 | SH |
| 16 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $11.9M | 1.22% | 75,035 | SH |
| 17 | ALPHABET INC | GOOGL | 02079K305 | $11.1M | 1.14% | 31,013 | SH |
| 18 | VANGUARD INDEX FDS | VTI | 922908769 | $10.1M | 1.04% | 27,401 | SH |
| 19 | VANGUARD INDEX FDS | VO | 922908629 | $9.2M | 0.95% | 114,318 | SH |
| 20 | JOHN MARSHALL BANCORP INC | JMSB | 47805L101 | $7.7M | 0.79% | 351,149 | SH |
| 21 | MICROSOFT CORP | MSFT | 594918104 | $6.3M | 0.65% | 16,981 | SH |
| 22 | JPMORGAN CHASE & CO | JPM | 46625H100 | $6.0M | 0.62% | 18,432 | SH |
| 23 | VANGUARD SCOTTSDALE FDS | VGIT | 92206C706 | $5.5M | 0.57% | 93,651 | SH |
| 24 | ELI LILLY & CO | LLY | 532457108 | $4.5M | 0.47% | 3,773 | SH |
| 25 | WISDOMTREE TR | XSOE | 97717X578 | $4.4M | 0.45% | 88,858 | SH |
| 26 | NVIDIA CORPORATION | NVDA | 67066G104 | $4.3M | 0.44% | 21,493 | SH |
| 27 | ISHARES TR | IWM | 464287655 | $4.2M | 0.43% | 14,010 | SH |
| 28 | VANGUARD INDEX FDS | VUG | 922908736 | $4.1M | 0.42% | 47,422 | SH |
| 29 | CATERPILLAR INC | CAT | 149123101 | $3.6M | 0.37% | 3,383 | SH |
| 30 | J P MORGAN EXCHANGE TRADED F | JEPI | 46641Q332 | $3.6M | 0.37% | 63,599 | SH |
| 31 | ISHARES TR | IWD | 464287598 | $3.3M | 0.34% | 13,605 | SH |
| 32 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $3.3M | 0.34% | 6,583 | SH |
| 33 | BROADCOM INC | AVGO | 11135F101 | $3.1M | 0.32% | 8,151 | SH |
| 34 | VISA INC | V | 92826C839 | $2.8M | 0.29% | 8,240 | SH |
| 35 | INNOVATOR ETFS TRUST | PJAN | 45782C508 | $2.8M | 0.29% | 56,881 | SH |
| 36 | ISHARES TR | IDV | 464288448 | $2.8M | 0.29% | 67,767 | SH |
| 37 | VANGUARD INDEX FDS | VB | 922908751 | $2.6M | 0.27% | 8,656 | SH |
| 38 | VANGUARD INDEX FDS | VTV | 922908744 | $2.5M | 0.26% | 11,536 | SH |
| 39 | VANGUARD SCOTTSDALE FDS | VGSH | 92206C102 | $2.5M | 0.25% | 42,491 | SH |
| 40 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $2.5M | 0.25% | 34,574 | SH |
| 41 | MERCK & CO INC | MRK | 58933Y105 | $2.4M | 0.24% | 18,218 | SH |
| 42 | APPLIED MATLS INC | AMAT | 038222105 | $2.4M | 0.24% | 3,251 | SH |
| 43 | NEXTERA ENERGY INC | NEE | 65339F101 | $2.3M | 0.23% | 25,859 | SH |
| 44 | ALPHABET INC | GOOG | 02079K107 | $2.2M | 0.23% | 6,340 | SH |
| 45 | META PLATFORMS INC | META | 30303M102 | $2.2M | 0.22% | 3,840 | SH |
| 46 | ISHARES GOLD TRUST MICRO | IAUM | 46436F103 | $2.2M | 0.22% | 53,864 | SH |
| 47 | ISHARES TR | IWF | 464287614 | $2.1M | 0.22% | 16,824 | SH |
| 48 | ISHARES TR | EFA | 464287465 | $2.0M | 0.20% | 19,046 | SH |
| 49 | VANECK ETF TRUST | GDX | 92189F106 | $1.9M | 0.20% | 25,838 | SH |
| 50 | ISHARES TR | SGOV | 46436E718 | $1.8M | 0.19% | 18,318 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-27 | $970.9M | 651 | 0001066816-26-000005 |
| 2026-03-31 | 2026-05-12 | $902.1M | 594 | 0001066816-26-000003 |
| 2025-12-31 | 2026-01-22 | $891.2M | 571 | 0001066816-26-000001 |
| 2025-09-30 | 2025-11-05 | $874.5M | 561 | 0001066816-25-000009 |
Filer Information
Address
3901 FAIRFAX DRIVESUITE 400
ARLINGTON, VA 22203
Phone
(703) 822-5696
Filing Manager
EVERMAY WEALTH MANAGEMENT LLC
ARLINGTON, VA
Signatory
Kris Sumner
Chief Compliance Officer