EVERMAY WEALTH MANAGEMENT LLC

Q3 2025 13F Holdings Report, Stock Holdings

Signature - Title
Kris L. Sumner - Chief Compliance Officer
Location
Arlington, VA
Holdings as of
30 Sep 2025
Value $
$874M
Num holdings
558
Filing time
04 Nov 2025, 18:17:53 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included SPTI, SCHX, VOO, SPTS, and IJH.
Previous filing
Q2 2025 - 30 Jul 2025
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q3 compared to 2025 Q2 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Kris L. Sumner Chief Compliance Officer Arlington, Virginia 03 Nov 2025