EVERMAY WEALTH MANAGEMENT LLC - Portfolio Stock Holdings
EVERMAY WEALTH MANAGEMENT LLC disclosed 679 stock positions in a recent SEC 13F filing. $995,610,940 of stock holdings were filed, with the largest holdings including SPTI, SCHX, and VOO. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $1,329,578,501 and has 24 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
679Est. Stock Holding Value:
$995,610,940Top Stock Holdings By Sector
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Portfolio Stock Holdings - EVERMAY WEALTH MANAGEMENT LLC
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Holdings (Shares)
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% of Portfolio
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