Evercore Wealth Management, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1482689
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13F Reported Value
ⓘ$7.1B
Holdings
433
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Evercore Wealth Management, LLC disclosed 433 positions worth $7.1B in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 6.1% of the equity portfolio, followed by $AAPL and $MSFT. During the quarter the fund opened 35 new positions and exited 20 — including a new stake in $CASY and a full exit from $WTM. The portfolio is most concentrated in Technology (35.9% of disclosed assets). All figures are sourced directly from Evercore Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1482689.
AI Fund Analysis
Stable
$NVDA6.1% weight
Held 10 quarters
$AAPL6.0% weight
Held 10 quarters
$MSFT4.1% weight
Held 10 quarters
$GOOG4.1% weight
Held 10 quarters
$AMZN3.8% weight
Held 10 quarters
VANGUARD INDEX FDS - S&P 5
8 quarters accumulating
VANGUARD INTL EQUITY INDEX
5 quarters accumulating
JANUS DETROIT STR TR - HEN
5 quarters accumulating
$GLDM5 quarters accumulating
VANGUARD TAX-MANAGED FDS -
5 quarters accumulating
Sector Allocation
TechnologyFinancialsConsumer DiscretionaryOtherIndustrialsEnergy
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 85.9#5
Quality
$430.5M2,151,462 sh - 76.4#84
Quality
$426.8M1,474,930 sh - 79.8#31
Quality
$292.3M783,550 sh - 78.2
Quality
$288.1M815,308 sh - 68.7
Quality
$265.5M1,113,972 sh - 78.2
Quality
$242.3M677,951 sh - 75.8
Quality
$227.5M1,088,168 sh - 77.7
Quality
$222.8M112,392 sh - 85.1
Quality
$200.1M389,561 sh - 64.3
Quality
$174.5M2,347,956 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| NVIDIA CORP$NVDA | 85.9#5 | $430.5M | 2,151,462 |
| Apple Inc.$AAPL | 76.4#84 | $426.8M | 1,474,930 |
| MICROSOFT CORP$MSFT | 79.8#31 | $292.3M | 783,550 |
 Alphabet Inc.$GOOGL | 78.2 | $288.1M | 815,308 |
| AMAZON COM INC$AMZN | 68.7 | $265.5M | 1,113,972 |
| Alphabet Inc.$GOOG | 78.2 | $242.3M | 677,951 |
 MORGAN STANLEY$MS | 75.8 | $227.5M | 1,088,168 |
 COMFORT SYSTEMS USA INC$FIX | 77.7 | $222.8M | 112,392 |
 Mastercard Inc$MA | 85.1 | $200.1M | 389,561 |
 WILLIAMS COMPANIES, INC.$WMB | 64.3 | $174.5M | 2,347,956 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Evercore Wealth Management, LLC's 433 positions.
Showing top 10 of 433 holdings.
Sector Allocation
Technology
$2.5B
Financials
$1.5B
Consumer Discretionary
$965.5M
Other
$706.4M
Industrials
$478.7M
Energy
$310.7M
Real Estate
$169.7M
Healthcare
$166.6M
Top Holdings — Evercore Wealth Management, LLC (Q2 2026)
Top 150 of 433 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $430.5M | 6.1% | -1% | 85.9 |
| 2 | $AAPL | Apple Inc. | $426.8M | 6.0% | -2% | 76.4 |
| 3 | $MSFT | MICROSOFT CORP | $292.3M | 4.1% | -0% | 79.8 |
| 4 | $GOOGL | Alphabet Inc. | $288.1M | 4.1% | -8% | 78.2 |
| 5 | $AMZN | AMAZON COM INC | $265.5M | 3.8% | -1% | 68.7 |
| 6 | $GOOG | Alphabet Inc. | $242.3M | 3.4% | -5% | 78.2 |
| 7 | $MS | MORGAN STANLEY | $227.5M | 3.2% | -8% | 75.8 |
| 8 | $FIX | COMFORT SYSTEMS USA INC | $222.8M | 3.1% | -16% | 77.7 |
| 9 | $MA | Mastercard Inc | $200.1M | 2.8% | -1% | 85.1 |
| 10 | $WMB | WILLIAMS COMPANIES, INC. | $174.5M | 2.5% | -1% | 64.3 |
| 11 |  $JPM | JPMORGAN CHASE & CO | $170.1M | 2.4% | -2% | 70.7 |
| 12 |  $AZO | AUTOZONE INC | $164.9M | 2.3% | +0% | 66.2 |
| 13 |  $BX | Blackstone Inc. | $158.8M | 2.3% | +0% | 74.4 |
| 14 |  $VIK | Viking Holdings Ltd | $153.3M | 2.2% | -12% | — |
| 15 |  $HD | HOME DEPOT, INC. | $151.4M | 2.1% | -1% | 60.3 |
| 16 |  $CB | Chubb Ltd | $141.8M | 2.0% | -1% | — |
| 17 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $132.9M | 1.9% | -1% | 65.1 |
| 18 |  $CBRE | CBRE GROUP, INC. | $132.4M | 1.9% | -0% | 62.3 |
| 19 |  $BRK.B | BERKSHIRE HATHAWAY INC | $125.8M | 1.8% | -2% | 73.8 |
| 20 |  $GNRC | GENERAC HOLDINGS INC. | $108.5M | 1.5% | -4% | 54.4 |
| 21 |  $SN | SharkNinja, Inc. | $107.7M | 1.5% | +6% | 66.8 |
| 22 |  $BLK | BlackRock, Inc. | $101.7M | 1.4% | -0% | 70 |
| 23 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $100.4M | 1.4% | +16% | — |
| 24 |  $WT | WisdomTree, Inc. | $99.7M | 1.4% | -1% | 59.9 |
| 25 |  $APH | AMPHENOL CORP /DE/ | $98.2M | 1.4% | +898% | 79.3 |
| 26 |  $COST | COSTCO WHOLESALE CORP /NEW | $93.1M | 1.3% | -1% | 66.2 |
| 27 |  $AVGO | Broadcom Inc. | $93.1M | 1.3% | +673% | 84.5 |
| 28 |  $UBER | Uber Technologies, Inc | $88.0M | 1.3% | +5% | 73.5 |
| 29 |  $SPY | SPDR S&P 500 ETF TRUST | $86.8M | 1.2% | +0% | — |
| 30 |  $SPOT | Spotify Technology S.A. | $77.2M | 1.1% | +11% | — |
| 31 |  $EOG | EOG RESOURCES INC | $75.7M | 1.1% | +6% | 71.9 |
| 32 |  $CROX | Crocs, Inc. | $71.8M | 1.0% | -7% | 58 |
| 33 |  $BLDR | Builders FirstSource, Inc. | $68.8M | 1.0% | -4% | 45.9 |
| 34 |  $PGR | PROGRESSIVE CORP/OH/ | $67.4M | 0.9% | -3% | 80.1 |
| 35 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $61.6M | 0.9% | +22% | — |
| 36 | — | ISHARES TR - CORE S&P500 ETF | $60.5M | 0.9% | +1% | — |
| 37 |  $NOW | ServiceNow, Inc. | $58.5M | 0.8% | NEW | 72.9 |
| 38 |  $ARCC | ARES CAPITAL CORP | $55.7M | 0.8% | -4% | — |
| 39 | $WT | WisdomTree, Inc. | $53.9M | 0.8% | +1% | 59.9 |
| 40 |  $IAU | ISHARES GOLD TRUST | $47.4M | 0.7% | +1% | — |
| 41 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $44.6M | 0.6% | +14% | — |
| 42 |  $TJX | TJX COMPANIES INC /DE/ | $39.2M | 0.6% | -5% | 68.7 |
| 43 | $GLDM | World Gold Trust | $34.8M | 0.5% | +11% | — |
| 44 |  $JNJ | JOHNSON & JOHNSON | $33.0M | 0.5% | -2% | 69 |
| 45 |  $SHW | SHERWIN WILLIAMS CO | $31.9M | 0.5% | -3% | 61.3 |
| 46 |  $LLY | ELI LILLY & Co | $30.9M | 0.4% | -5% | 87.5 |
| 47 |  $AMT | AMERICAN TOWER CORP /MA/ | $30.4M | 0.4% | -46% | 66.3 |
| 48 |  $CASY | CASEYS GENERAL STORES INC | $29.9M | 0.4% | NEW | 65.1 |
| 49 |  $UNH | UNITEDHEALTH GROUP INC | $28.6M | 0.4% | -19% | 62.7 |
| 50 | — | ISHARES TR - RUS 1000 GRW ETF | $28.6M | 0.4% | +286% | — |
| 51 |  $GLD | SPDR GOLD TRUST | $25.9M | 0.4% | -3% | — |
| 52 |  $CVX | CHEVRON CORP | $23.6M | 0.3% | -1% | 62.8 |
| 53 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $21.0M | 0.3% | +23% | — |
| 54 |  $ABBV | AbbVie Inc. | $20.1M | 0.3% | -3% | 72.6 |
| 55 |  $CSCO | CISCO SYSTEMS, INC. | $20.0M | 0.3% | -3% | 70.3 |
| 56 | — | ISHARES TR - MSCI EAFE ETF | $18.9M | 0.3% | +1% | — |
| 57 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $17.0M | 0.2% | -4% | 70 |
| 58 |  $AMAT | APPLIED MATERIALS INC /DE | $16.4M | 0.2% | -3% | 72.3 |
| 59 |  $NEE | NEXTERA ENERGY INC | $15.5M | 0.2% | +1% | 64.6 |
| 60 |  $IVZ | Invesco Ltd. | $15.1M | 0.2% | +22% | — |
| 61 |  $TSLA | Tesla, Inc. | $13.2M | 0.2% | -13% | 53.9 |
| 62 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $12.8M | 0.2% | +3% | — |
| 63 | — | ISHARES TR - RUS 1000 ETF | $12.6M | 0.2% | -2% | — |
| 64 |  $JBL | JABIL INC | $12.2M | 0.2% | -3% | 57.4 |
| 65 |  $ADP | AUTOMATIC DATA PROCESSING INC | $12.2M | 0.2% | +0% | 69.8 |
| 66 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | $12.1M | 0.2% | +1% | — |
| 67 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $11.9M | 0.2% | +7% | — |
| 68 |  $MRK | Merck & Co., Inc. | $11.7M | 0.2% | -1% | 59.9 |
| 69 | — | ISHARES TR - RUSSELL 2000 ETF | $11.7M | 0.2% | -0% | — |
| 70 |  $V | VISA INC. | $11.6M | 0.2% | +0% | 82.9 |
| 71 | — | ISHARES TR - CORE S&P MCP ETF | $11.5M | 0.2% | +3% | — |
| 72 |  $PEP | PEPSICO INC | $11.2M | 0.2% | -1% | 63.4 |
| 73 |  $TXN | TEXAS INSTRUMENTS INC | $11.1M | 0.2% | -7% | 73.4 |
| 74 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $10.6M | 0.1% | -2% | — |
| 75 |  $RTX | RTX Corp | $10.4M | 0.1% | -0% | 73.2 |
| 76 |  $XOM.R34088 | EXXON MOBIL CORP | $10.3M | 0.1% | -0% | 57.9 |
| 77 |  $KO | COCA COLA CO | $10.2M | 0.1% | -7% | 69.5 |
| 78 |  $ROP | ROPER TECHNOLOGIES INC | $10.1M | 0.1% | -17% | 71.9 |
| 79 |  $MCK | MCKESSON CORP | $10.0M | 0.1% | -6% | 63.4 |
| 80 |  $SYK | STRYKER CORP | $9.3M | 0.1% | -2% | 72.1 |
| 81 |  $CAT | CATERPILLAR INC | $9.1M | 0.1% | -3% | 66.5 |
| 82 |  $PG | PROCTER & GAMBLE Co | $8.9M | 0.1% | -2% | 64.6 |
| 83 |  $WMT | Walmart Inc. | $8.7M | 0.1% | -2% | 60.2 |
| 84 |  $MPLX | MPLX LP | $8.6M | 0.1% | +15% | 70 |
| 85 |  $BRK.A | BERKSHIRE HATHAWAY INC | $8.2M | 0.1% | +0% | 73.8 |
| 86 |  $ORCL | ORACLE CORP | $8.2M | 0.1% | -7% | 66.2 |
| 87 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $8.1M | 0.1% | +0% | 61.4 |
| 88 | — | ISHARES TR - S&P 500 GRWT ETF | $7.5M | 0.1% | +0% | — |
| 89 |  $MCD | MCDONALDS CORP | $7.4M | 0.1% | -21% | 69 |
| 90 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $7.2M | 0.1% | +2% | — |
| 91 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $7.0M | 0.1% | +1% | — |
| 92 | — | VANGUARD INDEX FDS - SMALL CP ETF | $7.0M | 0.1% | +1% | — |
| 93 |  $LOW | LOWES COMPANIES INC | $7.0M | 0.1% | -1% | 60.8 |
| 94 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $6.7M | 0.1% | -2% | — |
| 95 |  $ACN | Accenture plc | $6.6M | 0.1% | -45% | — |
| 96 |  $AMGN | AMGEN INC | $6.1M | 0.1% | -6% | 79.2 |
| 97 | — | SPDR SERIES TRUST - ST STR PR SP1500 | $6.0M | 0.1% | +27% | — |
| 98 |  $ECL | ECOLAB INC. | $5.8M | 0.1% | -0% | 63.3 |
| 99 |  $MELI | MERCADOLIBRE INC | $5.5M | 0.1% | -88% | 80.2 |
| 100 |  $IBIT | iShares Bitcoin Trust ETF | $5.5M | 0.1% | +10% | — |
| 101 |  $ITW | ILLINOIS TOOL WORKS INC | $5.4M | 0.1% | -6% | 63.6 |
| 102 |  $ABT | ABBOTT LABORATORIES | $5.4M | 0.1% | -33% | 65.5 |
| 103 | — | VANGUARD INDEX FDS - GROWTH ETF | $5.3M | 0.1% | +507% | — |
| 104 |  $NET | Cloudflare, Inc. | $5.2M | 0.1% | -16% | 56.4 |
| 105 |  $UNP | UNION PACIFIC CORP | $5.2M | 0.1% | -3% | 69.7 |
| 106 |  $GS | GOLDMAN SACHS GROUP INC | $5.0M | 0.1% | -4% | 73.5 |
| 107 | — | ISHARES TR - CORE S&P SCP ETF | $5.0M | 0.1% | -1% | — |
| 108 | — | VANGUARD INDEX FDS - MID CAP ETF | $5.0M | 0.1% | +300% | — |
| 109 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $4.8M | 0.1% | +0% | — |
| 110 |  $CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | $4.8M | 0.1% | +0% | — |
| 111 |  $PM | Philip Morris International Inc. | $4.5M | 0.1% | -0% | 75.9 |
| 112 |  $INTC | INTEL CORP | $4.3M | 0.1% | -7% | 45.6 |
| 113 |  $EMR | EMERSON ELECTRIC CO | $4.3M | 0.1% | -0% | 65.3 |
| 114 |  $AXP | AMERICAN EXPRESS CO | $4.3M | 0.1% | -0% | 69.4 |
| 115 |  $GEV | GE Vernova Inc. | $4.2M | 0.1% | +3% | 81.1 |
| 116 | — | ISHARES TR - CORE US AGGBD ET | $4.1M | 0.1% | +1% | — |
| 117 |  $DHR | DANAHER CORP /DE/ | $4.1M | 0.1% | -1% | 64.8 |
| 118 |  $GE | GENERAL ELECTRIC CO | $4.0M | 0.1% | +5% | 73.8 |
| 119 |  $GLW | CORNING INC /NY | $4.0M | 0.1% | -1% | 73.7 |
| 120 |  $CRM | Salesforce, Inc. | $3.9M | 0.1% | -0% | 77 |
| 121 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $3.8M | 0.1% | +0% | — |
| 122 |  $ORLY | O REILLY AUTOMOTIVE INC | $3.8M | 0.1% | +0% | 67.4 |
| 123 | — | ISHARES TR - S&P 500 VAL ETF | $3.8M | 0.1% | -0% | — |
| 124 |  $PLTR | Palantir Technologies Inc. | $3.7M | 0.1% | +2% | 84.6 |
| 125 |  $MU | MICRON TECHNOLOGY INC | $3.6M | 0.1% | -14% | 86.2 |
| 126 |  $AMD | ADVANCED MICRO DEVICES INC | $3.6M | 0.1% | -3% | 79.8 |
| 127 |  $META | Meta Platforms, Inc. | $3.5M | 0.1% | +0% | 79.6 |
| 128 |  $QCOM | QUALCOMM INC/DE | $3.4M | 0.1% | -1% | 70.5 |
| 129 |  $TRV | TRAVELERS COMPANIES, INC. | $3.3M | 0.1% | -3% | 75.9 |
| 130 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $3.3M | 0.1% | +89% | — |
| 131 |  $DIS | Walt Disney Co | $3.3M | 0.1% | -3% | 60.1 |
| 132 | — | ISHARES TR - RUS MID CAP ETF | $3.3M | 0.1% | +0% | — |
| 133 |  $WFC | WELLS FARGO & COMPANY/MN | $3.2M | 0.0% | -0% | 61.8 |
| 134 | — | ISHARES TR - MSCI AC ASIA ETF | $3.1M | 0.0% | +0% | — |
| 135 |  $AFL | AFLAC INC | $3.1M | 0.0% | +0% | 61.3 |
| 136 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $3.1M | 0.0% | -0% | 58.1 |
| 137 |  $DUK | Duke Energy CORP | $3.0M | 0.0% | -0% | 56.4 |
| 138 | — | VANGUARD WORLD FD - INF TECH ETF | $3.0M | 0.0% | +700% | — |
| 139 |  $MTD | METTLER TOLEDO INTERNATIONAL INC/ | $2.9M | 0.0% | +5% | 67.5 |
| 140 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $2.9M | 0.0% | +1% | — |
| 141 |  $ADBE | ADOBE INC. | $2.7M | 0.0% | -93% | 77.6 |
| 142 |  $IDXX | IDEXX LABORATORIES INC /DE | $2.7M | 0.0% | +4% | 73.8 |
| 143 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.7M | 0.0% | -1% | 67.6 |
| 144 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $2.6M | 0.0% | +0% | — |
| 145 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $2.6M | 0.0% | +2% | — |
| 146 |  $CSR | CENTERSPACE | $2.6M | 0.0% | +0% | — |
| 147 |  $NFLX | NETFLIX INC | $2.5M | 0.0% | +0% | 78.8 |
| 148 |  $RPM | RPM INTERNATIONAL INC/DE/ | $2.5M | 0.0% | -1% | 59.6 |
| 149 | — | ISHARES TR - RUS 1000 VAL ETF | $2.5M | 0.0% | -2% | — |
| 150 |  $PH | Parker-Hannifin Corp | $2.5M | 0.0% | -3% | 65.8 |
New Positions (35)
$CASY CASEYS GENERAL STORES INC$29.9M
$LEU CENTRUS ENERGY CORP$2.2M
$HONA Honeywell Aerospace Inc.$1.8M
$GLNG GOLAR LNG LTD$498,400
$PAA PLAINS ALL AMERICAN PIPELINE LP$445,200
$BXDC Blackstone Digital Infrastructure Trust Inc.$432,600
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$374,354
$CMS CMS ENERGY CORP$275,400
$BETA BETA Technologies, Inc.$262,824
$BE Bloom Energy Corp$252,754
$CRWD CrowdStrike Holdings, Inc.$251,836
$HPE Hewlett Packard Enterprise Co$250,992
$WLY JOHN WILEY & SONS, INC.$245,461
$ECPG ENCORE CAPITAL GROUP INC$233,225
$MNST Monster Beverage Corp$230,688Exited Positions (20)
$WTM WHITE MOUNTAINS INSURANCE GROUP LTD SPDR SERIES TRUST
$HOLX HOLOGIC INC ISHARES TR
$KR KROGER CO
$BAM Brookfield Asset Management Ltd.
$PNR PENTAIR plc
$FDX FEDEX CORP
$EMN EASTMAN CHEMICAL CO
$GIS GENERAL MILLS INC
$CE Celanese Corp
$ETH Grayscale Ethereum Staking Mini ETF
$OKE ONEOK INC /NEW/ KENSINGTON CAP ACQUIST CORP
$ALF Centurion Acquisition Corp.Browse Top Institutional Investors
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