EVERMAY WEALTH MANAGEMENT LLC
•CIK: 1066816•Filing: Q4 2025
**EVERMAY WEALTH MANAGEMENT LLC** manages $891M across a diversified portfolio of 570 positions. The fund exhibits significant concentration in broad market equity exposure, notably holding SPTI at $134.0M and SCHX at $119.4M. Further substantial allocations include SPTS ($79.7M), VOO ($75.8M), and SPY ($36.6M), indicating a core focus on established index and sector representation. This structure suggests a systematic, large-cap growth orientation within its investment mandate.
Total AUM
$891.2M
QoQ Performance
+1.9%
Positions
432
Top 10 Concentration
64.7%
Latest Filing
Q4 2025
Top Holdings Allocation
SPTI
SCHX
SPTS
VOO
SPTI15.0%
SCHX13.4%
SPTS8.9%
VOO8.5%
IJH4.5%
SPY4.1%
IVV3.1%
SPYM2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other70.7%
ETF16.0%
Technology5.9%
Consumer2.3%
Financial1.8%
Healthcare1.5%
Industrial0.7%
Utilities0.4%
🚪 Exited Positionssold since Q3 2025
+354 more exited positions
Changes from Q3 2025
NEW1 new position
↑46 increased
↓107 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023