Evermay Wealth Management Q2 2026 Portfolio Changes: Strategic Buys and Sells

As reported by insiderset.com for Evermay Wealth Management Llc, the portfolio underwent substantial changes during Q2 2026. The focus appears to be on Exchange-Traded Funds (ETFs), particularly those tracking broad market indices and specific sectors.

Several holdings within the SPDR Series Trust complex showed significant increases in their positions:

• SPTS, representing the SPDR Series Trust, increased its position by 257,061 shares (8.29%) and now accounts for 10.03% of the portfolio.
• SPLG, another SPDR Series Trust fund, saw a boost with an increase in shares by 43,911 (15.49%) and now holds 2.96%.
• SPMD, the SPDR Series Trust Market Value Weighted Index fund, added 38,911 shares (11.75%) and now represents 2.58%.
• SPTI, the SPDR Series Trust fund tracking the S&P 500, increased its stake by just over 162,000 shares (3.31%) and now holds 14.85%.

In contrast, some prominent ETFs experienced reductions:

• SCHX, the Schwab Strategic Trust fund (previously tracking S&P 500), decreased its position by over 234,000 shares (-5.35%) and now holds 12.53%.
• IJH, the iShares Core S&P Small-Cap Index fund, saw a decline of nearly 9% in its position (-58,476 shares) and now accounts for 4.24%.
• SPY, the SPDR S&P 500 ETF Trust, experienced a small decrease of about -3.57% (-1,891 shares) and now holds 3.94%.
• IVV, the iShares Core S&P Dow Jones US Total Stock Market Index fund, decreased its position by a small margin (-2.98%) and now holds 3.12%.

The investor also initiated new positions or significantly increased exposure to smaller holdings:

• VGIT, the Vanguard SCOTTSDALE Small-Cap ETF, saw a massive increase of over 400% (443.98%) in its position during Q2.
• VGSH, the Vanguard SCOTTSDALE ETF tracking the Small-Cap Shiller CAPE Multiple Index, increased by nearly 574% (573.93%) and now holds 0.25%.
• VUG, the Vanguard Uprising ETF focusing on growth stocks, increased by nearly 454% (454.32%) and now holds 0.42%.
• XSOE, the WisdomTree U.S. Small Cap Hedged Equity ETF, increased by 573.93% in its position.

Conversely, there were exits or reductions from other small holdings:

• SCHO, the Schwab Strategic Small-Cap Index fund, decreased its position by a large percentage (-69.97%) and now holds only 0.03%.
• LMT, the Lehman Five Small Cap ETF, saw its position reduced by -1% (-69.25%) and now holds 0.34%.
• KNSL, the iShares Core MSCI North America Small Cap ETF, decreased its position by -1% (-278,130 shares) and now holds 0.69%.
• J, the SPDR MSCI Japan ETF, decreased its position by -5% (-278,130 shares) and now holds 0.69%.

The portfolio's sector allocation remains dominated by 'Unknown' holdings (81.29%) as per the filing on insiderset.com for Evermay Wealth Management Llc. Other sectors present include Technology, Financial Services, Consumer Cyclical, Communication Services, Healthcare, and Industrials.