EVERMAY WEALTH MANAGEMENT LLC
All 13F Filings
- Location
- Arlington, VA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 891,161
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/22/2026 | 571 | 891,161 | 13F-HR | EVERMAY WEALTH MANAGEMENT LLC |
| Q3 2025 | 11/5/2025 | 561 | 874,458 | 13F-HR | EVERMAY WEALTH MANAGEMENT LLC |
| Q2 2025 | 7/30/2025 | 573 | 812,488 | 13F-HR | EVERMAY WEALTH MANAGEMENT LLC |
| Q2 2014 | 8/6/2014 | 80 | 115,580 | 13F-HR | EVERMAY WEALTH MANAGEMENT LLC |
| Q1 2014 | 5/9/2014 | 65 | 93,881 | 13F-HR | EVERMAY WEALTH MANAGEMENT LLC |
| Q4 2013 | 2/14/2014 | 46 | 71,964 | 13F-HR | EVERMAY WEALTH MANAGEMENT LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 566.1 K | 63.5% | 16.16 K | 0 | 16.16 K |
| ETFs | 325 K | 36.5% | 542 | 0 | 542 |
| Other | 21 | 0.0% | 0 | 5 | -5 |
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Fund Snapshot
Q4 2025
Latest filed
1/22/2026
Total value ($000)
891,161
Holdings
571
QoQ value change ($000)
16,703
(1.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.