Evermay Wealth Management LLC

Evermay Wealth Management LLC reported 651 holdings worth US$971M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 27, 2026

Evermay Wealth Management LLC reported 651 holdings worth US$971M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Amazon.com, Inc. Filed Jul 27, 2026 (Form 13F).

Holdings
651
Value as reported
US$971M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc66,044US$19.1M2.0%
Alphabet Inc (google) Class C37,281US$13.3M1.4%
Amazon.com, Inc.53,479US$12.7M1.3%
John Marshall Bancorp, Inc.351KUS$7.66M0.79%
Microsoft Corp.16,981US$6.33M0.65%
Jp Morgan Chase & Co.18,432US$6.03M0.62%
Eli Lilly And Company3,773US$4.53M0.47%
Nvidia Corporation21,493US$4.3M0.44%
Caterpillar, Inc.3,383US$3.6M0.37%
Berkshire Hathaway Inc.6,583US$3.29M0.34%
Broadcom Inc.8,151US$3.08M0.32%
Visa Inc.8,240US$2.83M0.29%
Merck & Company, Inc.18,218US$2.35M0.24%
Applied Materials, Inc.3,251US$2.35M0.24%
Nextera Energy, Inc.25,859US$2.27M0.23%
Meta Platforms, Inc.3,840US$2.16M0.22%
Exxon Mobil Corporation13,100US$1.79M0.18%
Martin Marietta Materials, Inc.3,001US$1.73M0.18%
Costco Wholesale Corporation1,849US$1.73M0.18%
Home Depot, Inc. (the)4,626US$1.63M0.17%
Danaher Corporation8,530US$1.63M0.17%
Lam Research Corporation3,720US$1.61M0.17%
Ge Aerospace4,277US$1.6M0.16%
Amphenol Corporation8,687US$1.53M0.16%
Palo Alto Networks, Inc.4,463US$1.52M0.16%
American Express Company4,340US$1.47M0.15%
Rtx Corporation7,650US$1.45M0.15%
Cisco Systems, Inc.12,055US$1.42M0.15%
Abbvie Inc.5,542US$1.39M0.14%
Johnson & Johnson5,479US$1.39M0.14%
Yum! Brands, Inc.8,248US$1.32M0.14%
Rockwell Automation, Inc.2,649US$1.31M0.14%
Moody's Corporation2,768US$1.25M0.13%
Mcdonald's Corporation4,565US$1.23M0.13%
Tjx Companies, Inc. (the)8,105US$1.23M0.13%
Air Products And Chemicals, Inc.3,950US$1.16M0.12%
Northrop Grumman Corporation2,222US$1.13M0.12%
Marriott International3,040US$1.13M0.12%
Duke Energy Corporation (holding Company)8,766US$1.11M0.11%
Norfolk Southern Corporation3,505US$1.1M0.11%
Monster Beverage Corporation11,244US$1.08M0.11%
Brown & Brown, Inc.16,495US$1.06M0.11%
Procter & Gamble Company (the)7,204US$1.06M0.11%
Atlantic Union Bankshares Corporation24,768US$1.05M0.11%
Amgen Inc.2,873US$1.04M0.11%
Arch Capital Group Ltd.10,666US$1.04M0.11%
Mccormick & Company, Incorporated20,190US$1.02M0.10%
Chevron Corporation6,070US$1.01M0.10%
Pepsico, Inc.7,404US$1M0.10%
Mastercard Incorporated1,784US$916K0.09%
Broadstone Net Lease, Inc.43,767US$906K0.09%
Centrus Energy Corp.5,175US$869K0.09%
Enterprise Products Partners L.p.23,445US$862K0.09%
Tesla, Inc.2,027US$853K0.09%
United Rentals, Inc.722US$818K0.08%
International Business Machines Corporation2,651US$745K0.08%
Ge Vernova Inc.610US$717K0.07%
Kinder Morgan, Inc.22,140US$708K0.07%
Parker-hannifin Corporation715US$699K0.07%
Wells Fargo & Company8,454US$699K0.07%
Union Pacific Corporation2,537US$690K0.07%
Labcorp Holdings Inc.2,459US$689K0.07%
Netflix, Inc.9,498US$678K0.07%
Automatic Data Processing, Inc.2,868US$646K0.07%
Stryker Corporation1,958US$618K0.06%
Walmart Inc.5,412US$613K0.06%
Coca-cola Company (the)7,368US$601K0.06%
Arista Networks, Inc.3,201US$544K0.06%
Oracle Corporation3,618US$530K0.05%
The Travelers Companies, Inc.1,496US$494K0.05%
Dominion Energy, Inc.7,153US$488K0.05%
D.r. Horton, Inc.2,971US$484K0.05%
Vulcan Materials Company (holding Company)1,632US$481K0.05%
Intercontinental Exchange Inc.3,896US$480K0.05%
General Dynamics Corporation1,314US$465K0.05%
Bank Of America Corporation7,925US$452K0.05%
Elevance Health, Inc.1,142US$442K0.05%
Csx Corporation8,768US$417K0.04%
Unitedhealth Group Incorporated980US$407K0.04%
Fastenal Company8,452US$406K0.04%
Charles Schwab Corporation (the)4,016US$371K0.04%
Ecolab Inc.1,326US$370K0.04%
Salesforce, Inc.2,327US$365K0.04%
Synopsys, Inc.810US$361K0.04%
Advanced Micro Devices Inc620US$360K0.04%
At&t Inc.17,146US$355K0.04%
Colgate-palmolive Company3,816US$350K0.04%
Verizon Communications Inc.7,894US$334K0.03%
Marvell Technology, Inc.1,107US$330K0.03%
Emerson Electric Company2,253US$323K0.03%
Intuitive Surgical, Inc.804US$320K0.03%
Blackrock, Inc.322US$310K0.03%
Deere & Company485US$308K0.03%
Edwards Lifesciences Corporation3,393US$307K0.03%
Cboe Global Markets, Inc.1,198US$291K0.03%
Abbott Laboratories3,173US$288K0.03%
Bristol-myers Squibb Company4,988US$287K0.03%
Public Storage895US$285K0.03%
Trex Company, Inc.5,692US$285K0.03%
Truist Financial Corporation5,689US$283K0.03%

Every holding of Evermay Wealth Management LLC

Source

View original at SEC

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