Evercore Wealth Management, LLC
- SEC CIK
- 0001482689
Holdings, Q2 2026
Positions as of Jun 30, 2026, filed Aug 14, 2026.SEC
- Positions
- 433
- +15 vs. Q1 2026
- Total value
- $7.07B
- +$708.45M (+11.1%) vs. Q1 2026
Compare with Q1 2026: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2026.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA CORPORATION COM | Stock | 2,151,462 | $430.49M | 6.09% | −31,467−1.4% | Reduced | View |
| AAPLAPPLE INC COM | Stock | 1,474,930 | $426.79M | 6.04% | −29,408−2.0% | Reduced | View |
| MSFTMICROSOFT CORP COM | Stock | 783,550 | $292.28M | 4.14% | −651−0.1% | Reduced | View |
| GOOGALPHABET INC CAP STK CL C | Stock | 815,308 | $288.07M | 4.08% | −72,117−8.1% | Reduced | View |
| AMZNAMAZON COM INC COM | Stock | 1,113,972 | $265.5M | 3.76% | −8,215−0.7% | Reduced | View |
| GOOGLALPHABET INC CAP STK CL A | Stock | 677,951 | $242.28M | 3.43% | −36,057−5.0% | Reduced | View |
| MSMORGAN STANLEY COM NEW | Stock | 1,088,168 | $227.47M | 3.22% | −89,225−7.6% | Reduced | View |
| FIXCOMFORT SYS USA INC | COM | 112,392 | $222.76M | 3.15% | −21,916−16.3% | Reduced | View |
| MAMASTERCARD INCORPORATED CL A | Stock | 389,561 | $200.08M | 2.83% | −2,501−0.6% | Reduced | View |
| WMBWILLIAMS COS INC | COM | 2,347,956 | $174.55M | 2.47% | −22,678−1.0% | Reduced | View |
| JPMJPMORGAN CHASE & CO COM | Stock | 519,610 | $170.08M | 2.41% | −12,523−2.4% | Reduced | View |
| AZOAUTOZONE INC | COM | 51,587 | $164.87M | 2.33% | +162+0.3% | Added | View |
| BXBLACKSTONE INC | COM | 1,349,169 | $158.76M | 2.25% | +3,504+0.3% | Added | View |
| VIKVIKING HOLDINGS LTD | ORD SHS | 1,465,035 | $153.35M | 2.17% | −207,181−12.4% | Reduced | View |
| HDHOME DEPOT INC COM | Stock | 429,314 | $151.41M | 2.14% | −2,885−0.7% | Reduced | View |
| CBCHUBB LIMITED COM | Stock | 416,081 | $141.78M | 2.01% | −4,489−1.1% | Reduced | View |
| TMOTHERMO FISHER SCIENTIFIC INC COM | Stock | 265,163 | $132.94M | 1.88% | −1,590−0.6% | Reduced | View |
| CBRECBRE GROUP INC | CL A | 982,835 | $132.38M | 1.87% | −4,246−0.4% | Reduced | View |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 251,501 | $125.85M | 1.78% | −6,157−2.4% | Reduced | View |
| GNRCGENERAC HLDGS INC COM | Stock | 370,495 | $108.48M | 1.53% | −15,654−4.1% | Reduced | View |
| SNSHARKNINJA INC | COM SHS | 707,286 | $107.7M | 1.52% | +36,875+5.5% | Added | View |
| BLKBLACKROCK INC COM | Stock | 105,813 | $101.75M | 1.44% | −357−0.3% | Reduced | View |
| VANGUARD S&P 500 ETF922908363 | ETF | 146,121 | $100.36M | 1.42% | +20,657+16.5% | Added | – |
| WISDOMTREE TR97717W307 | US LARGECAP DIVD | 1,035,464 | $99.74M | 1.41% | −10,966−1.0% | Reduced | – |
| APHAMPHENOL CORP NEW | CL A | 556,817 | $98.18M | 1.39% | +501,011+897.8% | Added | View |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 99,506 | $93.08M | 1.32% | −613−0.6% | Reduced | View |
| AVGOBROADCOM INC COM | Stock | 246,351 | $93.06M | 1.32% | +214,466+672.6% | Added | View |
| UBERUBER TECHNOLOGIES INC COM | Stock | 1,219,547 | $88M | 1.25% | +63,515+5.5% | Added | View |
| SPYSTATE STREET SPDR S&P 500 ETF | ETF | 116,201 | $86.78M | 1.23% | +527+0.5% | Added | View |
| SPOTSPOTIFY TECHNOLOGY S A SHS | Stock | 168,103 | $77.18M | 1.09% | +16,721+11.0% | Added | View |
| EOGEOG RES INC COM | Stock | 583,553 | $75.7M | 1.07% | +34,350+6.3% | Added | View |
| CROXCROCS INC | COM | 594,858 | $71.76M | 1.02% | −43,289−6.8% | Reduced | View |
| BLDRBUILDERS FIRSTSOURCE INC COM | Stock | 769,146 | $68.82M | 0.97% | −33,572−4.2% | Reduced | View |
| PGRPROGRESSIVE CORP COM | Stock | 308,477 | $67.39M | 0.95% | −8,893−2.8% | Reduced | View |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND922042775 | ETF | 735,314 | $61.58M | 0.87% | +134,150+22.3% | Added | – |
| ISHARES CORE S&P 500 ETF464287200 | ETF | 80,729 | $60.46M | 0.86% | +788+1.0% | Added | – |
| NOWSERVICENOW INC COM | Stock | 589,067 | $58.48M | 0.83% | +584,037+11,611.1% | Added | View |
| ARCCARES CAPITAL CORP COM | CEF | 3,007,303 | $55.73M | 0.79% | −113,705−3.6% | Reduced | View |
| WISDOMTREE TR97717W851 | JAPN HEDGE EQT | 310,765 | $53.92M | 0.76% | +3,141+1.0% | Added | – |
| IAUISHARES GOLD TRUST | ETF | 627,964 | $47.42M | 0.67% | +7,332+1.2% | Added | View |
| JANUS DETROIT STR TR47103U845 | HENDRSON AAA CL | 883,494 | $44.61M | 0.63% | +107,943+13.9% | Added | – |
| TJXTJX COS INC NEW COM | Stock | 258,499 | $39.16M | 0.55% | −13,431−4.9% | Reduced | View |
| GLDMWORLD GOLD TR | SPDR GLD MINIS | 438,275 | $34.81M | 0.49% | +43,406+11.0% | Added | View |
| JNJJOHNSON & JOHNSON COM | Stock | 130,109 | $33.04M | 0.47% | −3,013−2.3% | Reduced | View |
| SHWSHERWIN WILLIAMS CO | COM | 92,530 | $31.86M | 0.45% | −2,952−3.1% | Reduced | View |
| LLYELI LILLY & CO COM | Stock | 25,798 | $30.94M | 0.44% | −1,256−4.6% | Reduced | View |
| AMTAMERICAN TOWER CORP COM | REIT | 185,707 | $30.38M | 0.43% | −160,443−46.4% | Reduced | View |
| CASYCASEYS GEN STORES INC | COM | 37,619 | $29.9M | 0.42% | +37,619 | New | View |
| UNHUNITEDHEALTH GROUP INC COM | Stock | 68,844 | $28.61M | 0.40% | −15,816−18.7% | Reduced | View |
| ISHARES RUSSELL 1000 GROWTH ETF464287614 | ETF | 230,399 | $28.61M | 0.40% | +170,657+285.7% | Added | – |
| GLDSPDR GOLD SHARES | ETF | 70,320 | $25.9M | 0.37% | −2,010−2.8% | Reduced | View |
| CVXCHEVRON CORPORATION COM | Stock | 142,452 | $23.61M | 0.33% | −2,053−1.4% | Reduced | View |
| VANGUARD FTSE DEVELOPED MARKETS ETF921943858 | ETF | 294,405 | $20.98M | 0.30% | +54,151+22.5% | Added | – |
| ABBVABBVIE INC COM | Stock | 79,804 | $20.08M | 0.28% | −2,075−2.5% | Reduced | View |
| CSCOCISCO SYS INC COM | Stock | 170,027 | $19.97M | 0.28% | −5,202−3.0% | Reduced | View |
| ISHARES MSCI EAFE ETF464287465 | ETF | 181,663 | $18.87M | 0.27% | +2,431+1.4% | Added | – |
| IBMINTERNATIONAL BUSINESS MACHS COM | Stock | 60,517 | $17.02M | 0.24% | −2,284−3.6% | Reduced | View |
| AMATAPPLIED MATLS INC COM | Stock | 22,684 | $16.4M | 0.23% | −757−3.2% | Reduced | View |
| NEENEXTERA ENERGY INC COM | Stock | 176,414 | $15.48M | 0.22% | +1,557+0.9% | Added | View |
| INVESCO EXCHANGE TRADED FD T46137V357 | S&P500 EQL WGT | 71,112 | $15.13M | 0.21% | +12,592+21.5% | Added | – |
| TSLATESLA INC COM | Stock | 31,386 | $13.2M | 0.19% | −4,725−13.1% | Reduced | View |
| VANGUARD FTSE EMERGING MARKETS ETF922042858 | ETF | 214,877 | $12.83M | 0.18% | +6,113+2.9% | Added | – |
| ISHARES TR464287622 | RUS 1000 ETF | 30,865 | $12.64M | 0.18% | −630−2.0% | Reduced | – |
| JBLJABIL INC COM | Stock | 31,740 | $12.24M | 0.17% | −1,056−3.2% | Reduced | View |
| ADPAUTOMATIC DATA PROCESSING INC COM | Stock | 54,502 | $12.21M | 0.17% | +70+0.1% | Added | View |
| VANGUARD INTL EQUITY INDEX F922042874 | FTSE EUROPE ETF | 136,099 | $12.05M | 0.17% | +905+0.7% | Added | – |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF81369Y803 | ETF | 62,658 | $11.94M | 0.17% | +3,834+6.5% | Added | – |
| MRKMERCK & CO INC COM | Stock | 91,089 | $11.7M | 0.17% | −708−0.8% | Reduced | View |
| ISHARES RUSSELL 2000 ETF464287655 | ETF | 38,790 | $11.65M | 0.16% | −139−0.4% | Reduced | – |
| VVISA INC COM CL A | Stock | 33,672 | $11.55M | 0.16% | +61+0.2% | Added | View |
| ISHARES CORE S&P MID-CAP ETF464287507 | ETF | 149,340 | $11.52M | 0.16% | +4,118+2.8% | Added | – |
| PEPPEPSICO INC COM | Stock | 82,719 | $11.2M | 0.16% | −977−1.2% | Reduced | View |
| TXNTEXAS INSTRS INC COM | Stock | 37,238 | $11.1M | 0.16% | −2,734−6.8% | Reduced | View |
| MDYSTATE STREET SPDR S&P MIDCAP 400 ETF TRUST | ETF | 15,125 | $10.64M | 0.15% | −265−1.7% | Reduced | View |
| RTXRTX CORPORATION COM | Stock | 55,024 | $10.44M | 0.15% | −77−0.1% | Reduced | View |
| XOMEXXON MOBIL CORP | COM | 75,510 | $10.32M | 0.15% | −95−0.1% | Reduced | View |
| KOCOCA COLA CO COM | Stock | 125,610 | $10.21M | 0.14% | −8,842−6.6% | Reduced | View |
| ROPROPER TECHNOLOGIES INC COM | Stock | 29,760 | $10.07M | 0.14% | −5,933−16.6% | Reduced | View |
| MCKMCKESSON CORP COM | Stock | 13,208 | $9.98M | 0.14% | −799−5.7% | Reduced | View |
| SYKSTRYKER CORPORATION COM | Stock | 29,457 | $9.27M | 0.13% | −572−1.9% | Reduced | View |
| CATCATERPILLAR INC COM | Stock | 8,582 | $9.14M | 0.13% | −307−3.5% | Reduced | View |
| PGPROCTER & GAMBLE CO COM | Stock | 60,544 | $8.88M | 0.13% | −1,187−1.9% | Reduced | View |
| WMTWALMART INC COM | Stock | 76,989 | $8.72M | 0.12% | −1,269−1.6% | Reduced | View |
| MPLXMPLX LP | COM UNIT REP LTD | 152,053 | $8.57M | 0.12% | +20,000+15.1% | Added | View |
| BRK.ABERKSHIRE HATHAWAY INC DEL | CL A | 11 | $8.24M | 0.12% | 00.0% | Unchanged | View |
| ORCLORACLE CORP COM | Stock | 55,803 | $8.18M | 0.12% | −4,200−7.0% | Reduced | View |
| EPDENTERPRISE PRODS PARTNERS L P COM | Stock | 219,962 | $8.09M | 0.11% | 00.0% | Unchanged | View |
| ISHARES S&P 500 GROWTH ETF464287309 | ETF | 54,595 | $7.51M | 0.11% | 00.0% | Unchanged | – |
| MCDMCDONALDS CORP COM | Stock | 27,469 | $7.43M | 0.11% | −7,322−21.0% | Reduced | View |
| INVESCO QQQ TRUST SERIES I46090E103 | ETF | 9,780 | $7.2M | 0.10% | +177+1.8% | Added | – |
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769 | ETF | 18,918 | $7M | 0.10% | +214+1.1% | Added | – |
| VANGUARD MORNINGSTAR SMALL-CAP ETF922908751 | ETF | 23,028 | $6.98M | 0.10% | +307+1.4% | Added | – |
| LOWLOWES COS INC COM | Stock | 31,566 | $6.96M | 0.10% | −206−0.6% | Reduced | View |
| STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF81369Y209 | ETF | 42,267 | $6.71M | 0.09% | −663−1.5% | Reduced | – |
| ACNACCENTURE PLC IRELAND SHS CLASS A | Stock | 52,865 | $6.58M | 0.09% | −44,116−45.5% | Reduced | View |
| AMGNAMGEN INC COM | Stock | 16,770 | $6.07M | 0.09% | −1,031−5.8% | Reduced | View |
| SPDR SERIES TRUST78464A805 | ST STR PR SP1500 | 66,631 | $6.05M | 0.09% | +14,023+26.7% | Added | – |
| ECLECOLAB INC COM | Stock | 20,656 | $5.75M | 0.08% | −69−0.3% | Reduced | View |
| MELIMERCADOLIBRE INC | COM | 3,263 | $5.54M | 0.08% | −23,338−87.7% | Reduced | View |
| IBITISHARES BITCOIN TRUST ETF | ETF | 165,515 | $5.51M | 0.08% | +14,684+9.7% | Added | View |
Sold out since Q1 2026 (22)
Positions held at the end of Q1 2026 that are no longer in this filing.
| Security | Class | Shares, Q1 2026 | Value, Q1 2026 | % of portfolio, Q1 2026 |
|---|---|---|---|---|
| HONHoneywell Technologies | COM | 16,353 | $3.7M | 0.06% |
| WTMWHITE MTNS INS GROUP LTD | COM | 200 | $439.39K | 0.01% |
| SPDR SERIES TRUST78468R556 | SP O&G EXPL PRO | 1,586 | $288.38K | 0.00% |
| HOLOGIC INC436440101 | COM | 3,465 | $261.92K | 0.00% |
| DDDUPONT DE NEMOURS INC | COM | 5,571 | $255.15K | 0.00% |
| ISHARES TR464287184 | CHINA LG-CAP ETF | 7,000 | $251.3K | 0.00% |
| KRKROGER CO COM | Stock | 3,257 | $235.68K | 0.00% |
| BAMBROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 5,136 | $228.3K | 0.00% |
| PNRPENTAIR PLC | SHS | 2,577 | $224.48K | 0.00% |
| FDXFEDEX CORP COM | Stock | 616 | $219.41K | 0.00% |
| EMNEASTMAN CHEM CO COM | Stock | 2,805 | $214.08K | 0.00% |
| GISGENERAL MILLS INC COM | Stock | 5,669 | $211K | 0.00% |
| CECELANESE CORP DEL COM | Stock | 3,195 | $210.14K | 0.00% |
| ETHGRAYSCALE ETHEREUM MINI TR E | SHS NEW | 10,550 | $209.52K | 0.00% |
| OKEONEOK INC NEW | COM | 2,292 | $207.17K | 0.00% |
| KENSINGTON CAP ACQUIST CORPG5235S123 | UNIT 99/99/9999 | 16,590 | $166.56K | 0.00% |
| ALFCENTURION ACQUISITION CORP | SHS CL A | 15,400 | $165.7K | 0.00% |
| LEGATO MERGER CORP IIIG5451A103 | ORD SHS | 14,300 | $157.16K | 0.00% |
| TWLVUTWELVE SEAS INVT CO III | UNIT 11/21/2030 | 13,610 | $136.24K | 0.00% |
| METALS ACQUISITION CORP IIG60420125 | UNIT 99/99/9999 | 12,630 | $127.44K | 0.00% |
| SOUNSOUNDHOUND AI INC | CLASS A COM | 13,200 | $90.68K | 0.00% |
| AURAURORA INNOVATION INC | CLASS A COM | 12,000 | $49.44K | 0.00% |
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Aug 14, 2026 | 433 | $7.07B | vs. Q1 2026 | SEC |
| Q1 2026 | May 15, 2026 | 418 | $6.36B | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 17, 2026 | 420 | $6.82B | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 14, 2025 | 413 | $6.81B | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 14, 2025 | 406 | $6.43B | vs. Q1 2025 | SEC |
| Q1 2025 | May 15, 2025 | 411 | $6.21B | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 14, 2025 | 417 | $6.68B | vs. Q3 2024 | SEC |
| Q3 2024 | Nov 14, 2024 | 417 | $6.67B | vs. Q2 2024 | SEC |
| Q2 2024 | Aug 14, 2024 | 410 | $6.35B | vs. Q1 2024 | SEC |
| Q1 2024 | May 15, 2024 | 421 | $6.38B | vs. Q4 2023 | SEC |
| Q4 2023 | Feb 14, 2024 | 433 | $5.96B | vs. Q3 2023 | SEC |
| Q3 2023 | Nov 14, 2023 | 407 | $5.34B | vs. Q2 2023 | SEC |
| Q2 2023 | Aug 4, 2023 | 414 | $5.45B | vs. Q1 2023 | SEC |
| Q1 2023 | May 15, 2023 | 405 | $5.02B | vs. Q4 2022 | SEC |
| Q4 2022 | Feb 14, 2023 | 396 | $4.77B | vs. Q3 2022 | SEC |
| Q3 2022 | Nov 14, 2022 | 378 | $4.43B | vs. Q2 2022 | SEC |
| Q2 2022 | Aug 15, 2022 | 392 | $4.74B | vs. Q1 2022 | SEC |
| Q1 2022 | May 16, 2022 | 431 | $5.65B | vs. Q4 2021 | SEC |
| Q4 2021 | Feb 14, 2022 | 421 | $6.15B | vs. Q3 2021 | SEC |
| Q3 2021 | Nov 15, 2021 | 417 | $5.52B | vs. Q2 2021 | SEC |
| Q2 2021 | Aug 16, 2021 | 423 | $5.46B | vs. Q1 2021 | SEC |
| Q1 2021 | May 17, 2021 | 427 | $5.05B | – | SEC |