Evermay Wealth Management LLC Portfolio Holdings
Evermay Wealth Management LLC
- $866 Million
- Q3 2025
Evermay Wealth Management LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $866 Million distributed in 561 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Ser Tr Spdr Portfolio Int with a value of $129M, Schwab Strategic Tr Us Large C with a value of $118M, Spdr Portfolio Short Term Trea with a value of $75.4M, Vanguard Index Fds S&P 500 ETF with a value of $75.2M, and Ishares Core S&P Mid Cap ETF with a value of $40.8M.
Examining the 13F form we can see an increase of $60.2M in the current position value, from $806M to 866M. Also it can be appreciated an additional of 9 stocks purchases and 1 closed positions.
Evermay Wealth Management LLC is based out at Arlington, VA
Below you can find more details about Evermay Wealth Management LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 561
- Current Value $866 Million
- Prior Value $806 Million
- Filing
- Period Q3 2025
- Filing Date November 04, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 9 stocks
- Additional Purchases 32 stocks
- Sold out of 1 stocks
- Reduced holdings in 173 stocks