Evercore Wealth Management, LLC 13F holdings
Evercore Wealth Management, LLC reported 357 positions with a total reported value of $7.1B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: GOOGL ALPHABET INC (7.5%), NVDA NVIDIA CORPORATION (6.1%), AAPL APPLE INC (6.0%), MSFT MICROSOFT CORP (4.1%), AMZN AMAZON COM INC (3.8%). Against 2026-03-31 it opened 29 new positions and exited 16. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 357 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| GOOGL ALPHABET INC | 1,493,259 | $530.4M | 7.5% |
| NVDA NVIDIA CORPORATION | 2,151,462 | $430.5M | 6.1% |
| AAPL APPLE INC | 1,474,930 | $426.8M | 6.0% |
| MSFT MICROSOFT CORP | 783,550 | $292.3M | 4.1% |
| AMZN AMAZON COM INC | 1,113,972 | $265.5M | 3.8% |
| MS MORGAN STANLEY | 1,088,168 | $227.5M | 3.2% |
| FIX COMFORT SYS USA INC | 112,392 | $222.8M | 3.2% |
| MA MASTERCARD INCORPORATED | 389,561 | $200.1M | 2.8% |
| ISHARES TR | 1,096,375 | $190.7M | 2.7% |
| WILLIAMS COS INC | 2,347,956 | $174.5M | 2.5% |
| JPM JPMORGAN CHASE & CO | 519,610 | $170.1M | 2.4% |
| AZO AUTOZONE INC | 51,587 | $164.9M | 2.3% |
| BX BLACKSTONE INC | 1,349,169 | $158.8M | 2.2% |
| WT WISDOMTREE TR | 1,346,229 | $153.7M | 2.2% |
| VIK VIKING HOLDINGS LTD | 1,465,035 | $153.3M | 2.2% |
| HD HOME DEPOT INC | 429,314 | $151.4M | 2.1% |
| CB CHUBB LIMITED | 416,081 | $141.8M | 2.0% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 251,512 | $134.1M | 1.9% |
| TMO THERMO FISHER SCIENTIFIC INC | 265,163 | $132.9M | 1.9% |
| CBRE CBRE GROUP INC | 982,835 | $132.4M | 1.9% |
| VANGUARD INDEX FDS | 337,635 | $131.5M | 1.9% |
| GNRC GENERAC HLDGS INC | 370,495 | $108.5M | 1.5% |
| SN SHARKNINJA INC | 707,286 | $107.7M | 1.5% |
| BLK BLACKROCK INC | 105,813 | $101.7M | 1.4% |
| APH AMPHENOL CORP | 556,817 | $98.2M | 1.4% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 29 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| CASY CASEYS GEN STORES INC | 37,619 | $29.9M | 0.4% |
| LEU CENTRUS ENERGY CORP | 13,230 | $2.2M | <0.1% |
| HONA HONEYWELL AEROSPACE INC | 8,295 | $1.8M | <0.1% |
| GLNG GOLAR LNG LTD | 10,000 | $498.4K | <0.1% |
| PAA PLAINS ALL AMERN PIPELINE L | 20,000 | $445.2K | <0.1% |
| BXDC BLACKSTONE DIGITAL INFRASTRU | 20,000 | $432.6K | <0.1% |
| SPCX SPACE EXPLORATION TECHN CORP | 2,191 | $374.4K | <0.1% |
| CMS CMS ENERGY CORP | 3,600 | $275.4K | <0.1% |
| BETA BETA TECHNOLOGIES INC | 15,691 | $262.8K | <0.1% |
| BE BLOOM ENERGY CORP | 835 | $252.8K | <0.1% |
| CRWD CROWDSTRIKE HLDGS INC | 330 | $251.8K | <0.1% |
| HPE HEWLETT PACKARD ENTERPRISE C | 5,564 | $251.0K | <0.1% |
| WLY WILEY JOHN & SONS INC | 5,060 | $245.5K | <0.1% |
| ECPG ENCORE CAP GROUP INC | 2,500 | $233.2K | <0.1% |
| MNST MONSTER BEVERAGE CORP NEW | 2,400 | $230.7K | <0.1% |
| BWA BORGWARNER INC | 3,406 | $226.2K | <0.1% |
| ROYAL BK CDA | 1,076 | $222.7K | <0.1% |
| A AGILENT TECHNOLOGIES INC | 1,663 | $220.9K | <0.1% |
| ELV ELEVANCE HEALTH INC FORMERLY | 556 | $215.0K | <0.1% |
| WRB BERKLEY W R CORP | 3,006 | $212.0K | <0.1% |
| GENERAL AMERN INVS CO INC | 3,313 | $211.2K | <0.1% |
| FIRST TR EXCHANGE-TRADED FD | 2,318 | $208.3K | <0.1% |
| SL GREEN RLTY CORP | 3,972 | $205.6K | <0.1% |
| SJM SMUCKER J M CO | 1,780 | $200.2K | <0.1% |
| CGCF CARTESIAN GROWTH CORP IV | 16,900 | $169.0K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 16 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| WHITE MTNS INS GROUP LTD | 200 | $439.4K | <0.1% |
| HOLOGIC INC | 3,465 | $261.9K | <0.1% |
| KR KROGER CO | 3,257 | $235.7K | <0.1% |
| BAM BROOKFIELD ASSET MANAGMT LTD | 5,136 | $228.3K | <0.1% |
| PNR PENTAIR PLC | 2,577 | $224.5K | <0.1% |
| FDX FEDEX CORP | 616 | $219.4K | <0.1% |
| EMN EASTMAN CHEM CO | 2,805 | $214.1K | <0.1% |
| GIS GENERAL MILLS INC | 5,669 | $211.0K | <0.1% |
| CE CELANESE CORP DEL | 3,195 | $210.1K | <0.1% |
| ETH GRAYSCALE ETHEREUM STAKING | 10,550 | $209.5K | <0.1% |
| OKE ONEOK INC NEW | 2,292 | $207.2K | <0.1% |
| KENSINGTON CAP ACQUIST CORP | 16,590 | $166.6K | <0.1% |
| ALFUU CENTURION ACQUISITION CORP | 15,400 | $165.7K | <0.1% |
| LEGATO MERGER CORP III | 14,300 | $157.2K | <0.1% |
| SOUN SOUNDHOUND AI INC | 13,200 | $90.7K | <0.1% |
| AUR AURORA INNOVATION INC | 12,000 | $49.4K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| APH AMPHENOL CORP | 55,806 | 556,817 | +897.8% | $98.2M |
| AVGO BROADCOM INC | 31,885 | 246,351 | +672.6% | $93.1M |
| NOW SERVICENOW INC | 5,030 | 589,067 | +11,611.1% | $58.5M |
| VANGUARD INDEX FDS | 218,348 | 337,635 | +54.6% | $131.5M |
| ISHARES TR | 875,549 | 1,096,375 | +25.2% | $190.7M |
| VANGUARD INTL EQUITY INDEX F | 959,456 | 1,102,453 | +14.9% | $89.0M |
| SPOT SPOTIFY TECHNOLOGY S A | 151,382 | 168,103 | +11.0% | $77.2M |
| SN SHARKNINJA INC | 670,411 | 707,286 | +5.5% | $107.7M |
| JANUS DETROIT STR TR | 775,551 | 883,494 | +13.9% | $44.6M |
| UBER UBER TECHNOLOGIES INC | 1,156,032 | 1,219,547 | +5.5% | $88.0M |
| EOG EOG RES INC | 549,203 | 583,553 | +6.3% | $75.7M |
| SELECT SECTOR SPDR TR | 310,945 | 352,939 | +13.5% | $36.8M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| FIX COMFORT SYS USA INC | 134,308 | 112,392 | -16.3% | $222.8M |
| MELI MERCADOLIBRE INC | 26,601 | 3,263 | -87.7% | $5.5M |
| ADBE ADOBE INC | 202,873 | 13,346 | -93.4% | $2.7M |
| GOOGL ALPHABET INC | 1,601,433 | 1,493,259 | -6.8% | $530.4M |
| AMT AMERICAN TOWER CORP | 346,150 | 185,707 | -46.4% | $30.4M |
| VIK VIKING HOLDINGS LTD | 1,672,216 | 1,465,035 | -12.4% | $153.3M |
| MS MORGAN STANLEY | 1,177,393 | 1,088,168 | -7.6% | $227.5M |
| AAPL APPLE INC | 1,504,338 | 1,474,930 | -2.0% | $426.8M |
| UNH UNITEDHEALTH GROUP INC | 84,660 | 68,844 | -18.7% | $28.6M |
| NVDA NVIDIA CORPORATION | 2,182,929 | 2,151,462 | -1.4% | $430.5M |
| ACN ACCENTURE PLC IRELAND | 96,981 | 52,865 | -45.5% | $6.6M |
| CROX CROCS INC | 638,147 | 594,858 | -6.8% | $71.8M |
CIK 1482689 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
