EVERMAY WEALTH MANAGEMENT LLC - Portfolio overview

EVERMAY WEALTH MANAGEMENT LLC has 642 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. SPTI - SPDR SERIES TRUST, 15.28%
2. SCHX - SCHWAB STRATEGIC TR, 12.15%
3. SPTS - SPDR SERIES TRUST, 9.82%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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