EVERMAY WEALTH MANAGEMENT LLC

RIA/Wealth

EVERMAY WEALTH MANAGEMENT LLC is a RIA/Wealth led by William Calvin Pitt, reporting $1.2B in AUM as of Q3 2025 with 79% ETF concentration, 63% concentrated in top 10 holdings, and minimal technology exposure.

FounderWilliam Calvin Pitt

Portfolio Value: $874.4M
Positions: 559
Top Holding: SPTI at 14.77%
Last Reported: Q3 2025

Address

Top Holdings

Largest long holdings in EVERMAY WEALTH MANAGEMENT LLC's portfolio (63.2% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR Portfolio Intermediate Term Treasury SPTI	ETF ETF	$129.1M	14.77%	+$15.1M Bought	— 4.5M shares	Q4 2024 Held for 11 months
2 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$118.0M	13.49%	-$1.7M Sold	— 4.5M shares	Q1 2014 Held for 11y 8m
3 Vanguard S&P 500 ETF VOO	ETF ETF	$75.4M	8.62%	-$2.5M Sold	— 122.8K shares	Q3 2015 Held for 10y 2m
4 SPDR Portfolio Short Term Treasury SPTS	ETF ETF	$75.4M	8.62%	+$7.6M Bought	— 2.6M shares	Q4 2024 Held for 11 months
5 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$40.8M	4.66%	-$1.5M Sold	— 625.0K shares	Q4 2013 Held for 11y 11m
6 SPDR S&P 500 ETF Trust SPY	ETF ETF	$35.9M	4.11%	-$246.5K Sold	— 53.8K shares	Q4 2013 Held for 11y 11m
7 iShares Core S&P 500 ETF IVV	ETF ETF	$27.6M	3.16%	-$952.4K Sold	— 41.2K shares	Q4 2013 Held for 11y 11m
8 SPDR Portfolio S&P 500 ETF SPLG	ETF ETF	$18.9M	2.16%	+$1.2M Bought	— 241.5K shares	Q3 2022 Held for 3y 2m
9 SPDR Portfolio S&P 400 Mid Cap ETF SPMD	ETF ETF	$16.4M	1.88%	+$1.0M Bought	— 287.4K shares	Q3 2023 Held for 2y 2m
10 Apple AAPL	Consumer Electronics Technology	$14.7M	1.68%	-$316.0K Sold	0.00% 57.8K shares	Q1 2014 Held for 11y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in EVERMAY WEALTH MANAGEMENT LLC's latest filing

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Market Value

$874.4M

Prior: $812.5M

Q/Q Change

+7.62%

+$61.9M

Net Flows % of MV

+1.59%

Turnover Ratio

3.68%

New Purchases

2 stocks

$15.1K

Added To

33 stocks

+$39.2M

Sold Out Of

16 stocks

$81.9K

Reduced Holdings

177 stocks

-$25.2M

Increased Positions

Position	Shares Δ	Change
1 Vanguard Short-Term Treasury VGSH	New	0 → 153.0 +$9.0K
2 Vanguard Intermediate-Term Treasury VGIT	New	0 → 101.0 +$6.1K
3 iShares Core MSCI Emerging Markets IEMG	+952.09%	14.3K → 150.9K +$9.0M
4 International Flavors & Fragrances IFF	+150.0%	440.0 → 1.1K +$40.9K
5 iShares ESG Aware MSCI EAFE ETF ESGD	+57.14%	35.0 → 55.0 +$1.9K

Decreased Positions

Position	Shares Δ	Change
1 Schwab U.S. REIT SCHH	Sold	1.0K → 0 −$21.5K
2 Akamai Technologies AKAM	Sold	200.0 → 0 −$16.0K
3 Ford Motor Company F	Sold	1.0K → 0 −$10.9K
4 Vanguard Total International Stock VXUS	Sold	105.0 → 0 −$7.3K
5 Dimensional Emerging Markets Core Equity 2 DFEM	Sold	177.0 → 0 −$5.3K

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Analytics

Portfolio insights and performance metrics for EVERMAY WEALTH MANAGEMENT LLC

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Sector Allocation

ETF

79.20%

Technology

4.90%

Financial Services

3.80%

Consumer Cyclical

2.80%

Healthcare

1.90%

Communication Services

1.90%

Industrials

1.90%

Consumer Defensive

0.90%

Energy

0.70%

Utilities

0.60%

Basic Materials

0.50%

Real Estate

0.20%

Market Cap Distribution

Mega Cap (> $200B)

11.70%

Large Cap ($10B - $200B)

6.89%

Mid Cap ($2B - $10B)

0.58%

Small Cap ($300M - $2B)

0.02%

Micro Cap ($50M - $300M)

0.82%

Nano Cap (< $50M)

0.04%

N/A (ETF or Unknown)

79.94%

Portfolio Concentration

Top 10 Holdings %

63.16%

Top 20 Holdings %

75.75%

Top 50 Holdings %

86.83%

Top 100 Holdings %

93.56%

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EVERMAY WEALTH MANAGEMENT LLC

Top Holdings

Changes

Increased Positions

Decreased Positions

Analytics

Sector Allocation

Market Cap Distribution

Portfolio Concentration

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