SEC Form 13F · Q2 2026

EVERMAY WEALTH MANAGEMENT LLC

Institutional Holdings Report

13F-HRVA
$970.9M
Portfolio Value
651
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
EVERMAY WEALTH MANAGEMENT LLC
CIK
1066816
Accession No.
0001066816-26-000005
Location
ARLINGTON, VA
Form Type
13F-HR
Portfolio Value
$970.9M
Holdings Reported
651
Reporting Period
Q2 2026
Filed
July 27, 2026

About this Filing

EVERMAY WEALTH MANAGEMENT LLC is an institutional investment manager based in ARLINGTON, VA reporting approximately $970.9M in 13(f) securities across 651 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.