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Kris Sumner

Evermay Wealth Management Llc

Assets Managed
$902.062M
Holdings
594
Last Quarter
2026 - Q1
Filed Date
22d ago
Growth Rate
1.23%(2Q avg: 1.57%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Evermay Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 594 positions.

Assets under management

The assets under management (AUM) of Evermay Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 902.062M in assets, with a quarterly growth rate of 1.23% and a 2-quarter average growth rate of 1.57%. The portfolio is managed by Kris Sumner, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPTI
Spdr Port Int Treasury Term
Recent Activity
Increased 5.82%
15.62%
$140.892M
4.916M shares@ $28.67 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Decreased -1.5%
12.42%
$112.02M
4.369M shares@ $25.64 avg price
SPTS
Spdr Port Shrt Trm Trsry
Recent Activity
Increased 13.96%
10.04%
$90.49M
3.101M shares@ $29.19 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -2.05%
7.84%
$70.717M
118,344 shares@ $597.56 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -3.39%
4.44%
$39.964M
591,793 shares@ $67.53 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -1.05%
3.84%
$34.553M
52,993 shares@ $652.03 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -1.41%
2.85%
$25.647M
39,263 shares@ $653.21 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 14.17%
2.41%
$21.695M
283,446 shares@ $76.55 avg price
SPMD
Spdr Portfolio S&p 400 Mid C
Recent Activity
Increased 7.91%
2.18%
$19.613M
331,194 shares@ $59.22 avg price
AAPL
Apple Inc
Recent Activity
Increased 22.63%
1.97%
$17.713M
69,792 shares@ $253.8 avg price

1-10 of 594