Q2 2026 13F · SEC CIK 1482689

Evercore Wealth Management, LLC

Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $7.1B
Reported positions: 433
Top holdings a year, 3 yrs: +18.9%
Assets under management: $15.5B

Evercore Wealth Management, LLC is a wealth manager that reported 433 positions worth $7.1B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Nvidia Corporation (NVDA, 6.1%), Apple Inc (AAPL, 6.0%), Microsoft Corp (MSFT, 4.1%). A portfolio copying its top holdings returned 18.9% a year over the last 3 years, against 22.3% for the S&P 500.

Evercore Wealth Management, LLC holdings largest 50 of 433 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Evercore Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation	6.1%	6.0%	2,151,462	-1.4%	$430.5M
AAPLApple Inc	6.0%	6.0%	1,474,930	-2.0%	$426.8M
MSFTMicrosoft Corp	4.1%	4.6%	783,550	-0.1%	$292.3M
GOOGAlphabet Inc	4.1%	4.0%	815,308	-8.1%	$288.1M
AMZNAmazon Com Inc	3.8%	3.7%	1,113,972	-0.7%	$265.5M
GOOGLAlphabet Inc	3.4%	3.2%	677,951	-5.0%	$242.3M
MSMorgan Stanley	3.2%	3.0%	1,088,168	-7.6%	$227.5M
FIXComfort Sys USA Inc	3.2%	2.9%	112,392	-16.3%	$222.8M
MAMastercard Incorporated	2.8%	3.1%	389,561	-0.6%	$200.1M
WMBWilliams Cos	2.5%	2.7%	2,347,956	-1.0%	$174.5M
JPMJpmorgan Chase & Co	2.4%	2.5%	519,610	-2.4%	$170.1M
AZOAutozone Inc	2.3%	2.7%	51,587	+0.3%	$164.9M
BXBlackstone Inc	2.2%	2.4%	1,349,169	+0.3%	$158.8M
VIKViking Hldgs Ltd	2.2%	1.9%	1,465,035	-12.4%	$153.3M
HDHome Depot Inc	2.1%	2.2%	429,314	-0.7%	$151.4M
CBChubb Limited	2.0%	2.2%	416,081	-1.1%	$141.8M
TMOThermo Fisher Scientific Inc	1.9%	2.1%	265,163	-0.6%	$132.9M
CBRECbre Group Inc	1.9%	2.1%	982,835	-0.4%	$132.4M
BRK-BBerkshire Hathaway Inc Del	1.8%	1.9%	251,501	-2.4%	$125.8M
GNRCGenerac Hldgs Inc	1.5%	1.2%	370,495	-4.1%	$108.5M
SNSharkninja Inc	1.5%	1.1%	707,286	+5.5%	$107.7M
BLKBlackrock Inc	1.4%	1.6%	105,813	-0.3%	$101.7M
VOOVanguard Index Fds	1.4%	1.2%	146,121	+16.5%	$100.4M
DLNWisdomtree Tr	1.4%	1.5%	1,035,464	-1.0%	$99.7M
APHAmphenol Corp	1.4%	—	556,817	—	$98.2M
COSTCostco Wholesale Corporation	1.3%	1.6%	99,506	-0.6%	$93.1M
AVGOBroadcom Inc	1.3%	—	246,351	—	$93.1M
UBERUber Technologies Inc	1.2%	1.3%	1,219,547	+5.5%	$88.0M
SPYState Str Spdr S&p 500 ETF T	1.2%	1.2%	116,201	+0.5%	$86.8M
SPOTSpotify Technology SA	1.1%	1.2%	168,103	+11.0%	$77.2M
EOGEog Res Inc	1.1%	1.2%	583,553	+6.3%	$75.7M
CROXCrocs Inc	1.0%	0.8%	594,858	-6.8%	$71.8M
BLDRBuilders Firstsource Inc	1.0%	1.0%	769,146	-4.2%	$68.8M
PGRProgressive Corp	1.0%	1.0%	308,477	-2.8%	$67.4M
VEUVanguard Intl Equity Index F	0.9%	0.7%	735,314	+22.3%	$61.6M
IVVIshares Tr	0.9%	0.8%	80,729	+1.0%	$60.5M
NOWServicenow Inc	0.8%	—	589,067	—	$58.5M
ARCCAres Capital Corp	0.8%	0.9%	3,007,303	-3.6%	$55.7M
DXJWisdomtree Tr	0.8%	0.8%	310,765	+1.0%	$53.9M
IAUIshares Gold Tr	0.7%	0.9%	627,964	+1.2%	$47.4M
JAAAJanus Detroit Str Tr	0.6%	0.6%	883,494	+13.9%	$44.6M
TJXTjx Cos Inc New	0.6%	0.7%	258,499	-4.9%	$39.2M
GLDMWorld Gold Tr	0.5%	0.6%	438,275	+11.0%	$34.8M
JNJJohnson & Johnson	0.5%	0.5%	130,109	-2.3%	$33.0M
SHWSherwin Williams Co	0.5%	0.5%	92,530	-3.1%	$31.9M
LLYEli Lilly & Co	0.4%	0.4%	25,798	-4.6%	$30.9M
AMTAmerican Tower Corp	0.4%	0.9%	185,707	-46.4%	$30.4M
CASYCaseys Gen Stores Inc	0.4%	—	37,619	—	$29.9M
UNHUnitedhealth Group Inc	0.4%	0.4%	68,844	-18.7%	$28.6M
IWFIshares Tr	0.4%	0.4%	230,399	+285.7%	$28.6M

What Evercore Wealth Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

IWF Ishares Tr+285.7% shares
VEU Vanguard Intl Equity Index F+22.3% shares
VOO Vanguard Index Fds+16.5% shares
JAAA Janus Detroit Str Tr+13.9% shares
SPOT Spotify Technology SA+11.0% shares
GLDM World Gold Tr+11.0% shares
EOG Eog Res Inc+6.3% shares
SN Sharkninja Inc+5.5% shares

Reduced

AMT American Tower Corp-46.4% shares
UNH Unitedhealth Group Inc-18.7% shares
FIX Comfort Sys USA Inc-16.3% shares
VIK Viking Hldgs Ltd-12.4% shares
GOOG Alphabet Inc-8.1% shares
MS Morgan Stanley-7.6% shares
CROX Crocs Inc-6.8% shares
GOOGL Alphabet Inc-5.0% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +7.2% /yr; S&P 500 +11.7%
3 years: +18.9% /yr; S&P 500 +22.3%
5 years: +8.0% /yr; S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$7.1B	433
Q1 2026	$6.4B	418
Q4 2025	$6.8B	420
Q3 2025	$6.8B	413
Q2 2025	$6.4B	406
Q1 2025	$6.2B	411
Q4 2024	$6.7B	417
Q3 2024	$6.7B	417
Q2 2024	$6.4B	410
Q1 2024	$6.4B	421
Q4 2023	$6.0B	433
Q3 2023	$5.3B	407

Questions about Evercore Wealth Management, LLC's portfolio

What stocks does Evercore Wealth Management, LLC own?

Evercore Wealth Management, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 433 positions worth $7.1B. The largest are Nvidia Corporation (NVDA) at 6.1%, Apple Inc (AAPL) at 6.0%, Microsoft Corp (MSFT) at 4.1%, Alphabet Inc (GOOG) at 4.1% and Amazon Com Inc (AMZN) at 3.8%.

What did Evercore Wealth Management, LLC buy last quarter?

In Q2 2026, Evercore Wealth Management, LLC added Ishares Tr (IWF) (+285.7% shares), Vanguard Intl Equity Index F (VEU) (+22.3% shares) and Vanguard Index Fds (VOO) (+16.5% shares), compared with its Q1 2026 filing.

What did Evercore Wealth Management, LLC sell last quarter?

In Q2 2026, Evercore Wealth Management, LLC cut from its top 50 Adobe Inc (ADBE), cut from its top 50 Mercadolibre Inc (MELI), cut from its top 50 Spdr Gold Tr (GLD), cut from its top 50 Chevron Corporation (CVX), American Tower Corp (AMT) (-46.4% shares), Unitedhealth Group Inc (UNH) (-18.7% shares) and Comfort Sys USA Inc (FIX) (-16.3% shares), compared with its Q1 2026 filing.

How has Evercore Wealth Management, LLC's portfolio performed?

A portfolio copying Evercore Wealth Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.9% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +7.2% against +11.7%. Over 5 years: +8.0% a year against +10.6%.

When is Evercore Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Evercore Wealth Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Evercore Wealth Management, LLC manage?

Evercore Wealth Management, LLC reported $15.5B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $7.1B.