DOSSIER · 13F-HR · Q1 2026

EVERMAY WEALTH MANAGEMENT LLC

EVERMAY WEALTH's holding co. based in Greenwich, CT — $902M in tracked AUM across 594 positions as of Q1 2026.

EW

EVERMAY WEALTH·Greenwich, CT·Holding Co.

CIK 0001066816 · last filed Mar 31, 2026

Total AUM

$902M

▼ 7.1%

vs prior

Holdings

594

—

positions

Whale Score

64

64

tracked

Activity

—

no data

changes this Q

Top sector

Tech

6% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of EVERMAY WEALTH MANAGEMENT LLC (SEC 13F Filing)

Report Period: Q4 2025 (Report Date: 2025-12-31) Total Portfolio Value: $891.16M

1. Portfolio Overview

EVERMAY WEALTH MANAGEMENT LLC has reported a significant expansion in assets under management (AUM), with the total portfolio value surging by 114.2% from approximately $416.11M in the previous quarter to $891.16M. This drastic increase in capital coincides with a substantial overhaul of the por...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

SPDR SERIES TRUST

$141M4.9M15.6%

02

SCHWAB STRATEGIC TR

$112M4.4M12.4%

03

SPDR SERIES TRUST

$90M3.1M10.0%

04

VANGUARD INDEX FDS

$71M118K7.8%

05

ISHARES TR

$40M592K4.4%

06

STATE STR SPDR S&P 500 ETF T

$35M53K3.8%

07

ISHARES TR

$26M39K2.8%

08

SPDR SERIES TRUST

$22M283K2.4%

09

SPDR SERIES TRUST

$20M331K2.2%

10

APPLE INC

$18M70K2.0%

Filing history

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