EVERMAY WEALTH MANAGEMENT LLC - Portfolio Stock Holdings

EVERMAY WEALTH MANAGEMENT LLC disclosed 695 stock positions in a recent SEC 13F filing. $970,503,904 of stock holdings were filed, with the largest holdings including SPTI, SCHX, and SPTS. This filing represented positions held on June 30, 2026, and was filed on July 27, 2026.

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.