Holdings
Evermay Wealth Management LLC
As of Jun 30, 2026, Evermay Wealth Management LLC reported 411 positions worth US$184M. Largest: Apple Inc, Alphabet Inc (google) Class C and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 66,044 | US$19.1M | −3,748 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 37,281 | US$13.3M | −2,922 | Jun 30, 2026 |
| Amazon.com, Inc. | 53,479 | US$12.7M | +1,971 | Jun 30, 2026 |
| John Marshall Bancorp, Inc. | 351K | US$7.66M | +1,180 | Jun 30, 2026 |
| Microsoft Corp. | 16,981 | US$6.33M | −376 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 18,432 | US$6.03M | +411 | Jun 30, 2026 |
| Eli Lilly And Company | 3,773 | US$4.53M | −90 | Jun 30, 2026 |
| Nvidia Corporation | 21,493 | US$4.3M | +319 | Jun 30, 2026 |
| Caterpillar, Inc. | 3,383 | US$3.6M | +121 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 6,583 | US$3.29M | −263 | Jun 30, 2026 |