13F Insight
Viewing historical filing for 2025Q3. View latest →
DOSSIER · 13F-HR · Q1 2026

EVERMAY WEALTH MANAGEMENT LLC

$902M in tracked AUM across 594 positions as of Q1 2026.

EW
CIK 0001066816 · last filed Mar 31, 2026
Total AUM
$902M
as of Q1 2026
Holdings
594
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…