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Manager record

Evermay Wealth Management Llc

Arlington, VA · CIK 1066816 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$970.92MReported 13F valueQ2 2026 · as filed
651Holdings listed
+7.6%vs prior quartervalue change includes market moves
5Quarters on record
Jul 27Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $812.5M$812.5MQ2 2025573 holdingsQ3 2025: $874.5M$874.5MQ3 2025561 holdingsQ4 2025: $891.2M$891.2MQ4 2025571 holdingsQ1 2026: $902.1M$902.1MQ1 2026594 holdingsQ2 2026: $970.9M$970.9MQ2 2026651 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 27 2026 13F-HR · period Q2 2026

$970.92M · 651 holdings listed · View original SEC filing ↗
May 12 2026 13F-HR · period Q1 2026

$902.06M · 594 holdings listed · View original SEC filing ↗
Jan 22 2026 13F-HR · period Q4 2025

$891.16M · 571 holdings listed · View original SEC filing ↗
Nov 05 2025 13F-HR · period Q3 2025

$874.46M · 561 holdings listed · View original SEC filing ↗
Jul 30 2025 13F-HR · period Q2 2025

$812.49M · 573 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 27, 2026 · Change methodology