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Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
420
+7 vs. Q3 2025
Portfolio value
$6.82B
+$9.37M (+0.1%) vs. Q3 2025
Filed
Feb 17, 2026
SEC
Holdings of Evercore Wealth Management, LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
INACRIndigo Acquisition Corp.RIGHT 04/02/202710,730$1.40K<0.1%+10,730NewHistory
IBACRIB Acquisition Corp.RIGHT 09/28/202519,576$1.53K<0.1%+19,576NewHistory
MKLYRMcKinley Acquisition CorpRIGHT 07/25/203012,910$1.68K<0.1%+12,910NewHistory
CAPNRCayson Acquisition CorpRIGHT 99/99/999913,000$2.96K<0.1%+13,000NewHistory
CHGGChegg, IncCOM13,688$12.7K<0.1%00.0%UnchangedHistory
MGNXMacrogenics IncCOM17,543$28.2K<0.1%00.0%UnchangedHistory
PLUGPlug Power IncStock20,000$39.4K<0.1%00.0%UnchangedHistory
AURAurora Innovation, Inc.CLASS A COM12,000$46.1K<0.1%00.0%UnchangedHistory
BRBSBlue Ridge Bankshares, Inc.COM20,000$85.4K<0.1%00.0%UnchangedHistory
Factorial Energy Inc.G19307100COM CL A10,100$104.0K<0.1%+10,100New–
INACIndigo Acquisition Corp.ORD SHS10,730$107.6K<0.1%+10,730NewHistory
FRMIFermi Inc.COM15,000$120.0K<0.1%+15,000NewHistory
MKLYMcKinley Acquisition CorpSHS CL A12,910$128.7K<0.1%+12,910NewHistory
SOUNSoundhound AI, Inc.CLASS A COM13,200$131.6K<0.1%00.0%UnchangedHistory
TWLVUTwelve Seas Investment Co III/CaymanUNIT 11/21/203013,610$135.4K<0.1%+13,610NewHistory
SOCSable Offshore Corp.COM SHS15,750$142.1K<0.1%+15,750NewHistory
LEGTLegato Merger Corp. IIIORD SHS14,300$155.6K<0.1%00.0%UnchangedHistory
MBVIM3-Brigade Acquisition VI Corp.ORD SHS CL A15,999$160.0K<0.1%+15,999NewHistory
LABStandard Biotools Inc.COM125,000$160.0K<0.1%00.0%UnchangedHistory
FIGXFIGX Capital Acquisition Corp.USD CL A ORD SHS15,940$160.4K<0.1%+15,940NewHistory
CUBLionheart HoldingsSHS CL A15,100$160.5K<0.1%+15,100NewHistory
ALFCenturion Acquisition Corp.SHS CL A15,400$164.0K<0.1%+15,400NewHistory
ALISUCalisa Acquisition CorpUNIT 09/11/203016,590$173.4K<0.1%+16,590NewHistory
HYACHaymaker Acquisition Corp VCLASS A16,763$190.8K<0.1%00.0%UnchangedHistory
Schwab U.S. Small-Cap ETF808524607ETF7,046$200.7K<0.1%−148−2.1%Reduced–
METMetlife IncStock2,570$202.9K<0.1%00.0%UnchangedHistory
iShares Select U.S. REIT ETF464287564ETF3,401$202.9K<0.1%00.0%Unchanged–
ELVElevance Health, Inc.Stock579$203.0K<0.1%+579NewHistory
KRKroger CoStock3,257$203.5K<0.1%00.0%UnchangedHistory
FSLRFirst Solar, Inc.Stock783$204.5K<0.1%+783NewHistory
AAgilent Technologies, Inc.COM1,508$205.2K<0.1%−255−14.5%ReducedHistory
ACUAcme United CorpCOM5,100$205.6K<0.1%00.0%UnchangedHistory
CHRWC. H. Robinson Worldwide, Inc.COM NEW1,280$205.8K<0.1%+1,280NewHistory
WisdomTree Tr97717W422INDIA ERNGS FD4,475$207.1K<0.1%+4,475New–
iShares Tr4642886613 7 YR TREAS BD1,760$210.1K<0.1%00.0%Unchanged–
VMRKVivmark ResidentialSH BEN INT3,421$215.7K<0.1%+15+0.4%AddedHistory
TAT&T Inc.Stock8,710$216.4K<0.1%+8,710NewHistory
ROIVRoivant Sciences Ltd.SHS10,000$217.0K<0.1%00.0%UnchangedHistory
WSMWilliams Sonoma IncCOM1,230$219.7K<0.1%00.0%UnchangedHistory
Schwab U.S. Mid-Cap ETF808524508ETF7,317$220.0K<0.1%−18−0.2%Reduced–
XYLXylem Inc.COM1,639$223.2K<0.1%00.0%UnchangedHistory
CSLCarlisle Companies IncCOM700$223.9K<0.1%00.0%UnchangedHistory
GGGGraco IncCOM2,736$224.3K<0.1%−8−0.3%ReducedHistory
SPDR Series Trust78468R556SP O&G EXPL PRO1,786$225.5K<0.1%−1,615−47.5%Reduced–
EWEdwards Lifesciences CorpStock2,658$226.6K<0.1%00.0%UnchangedHistory
Vanguard Health Care ETF92204A504ETF788$226.8K<0.1%00.0%Unchanged–
iShares Inc46434G822MSCI JAPAN ETF2,830$228.5K<0.1%00.0%Unchanged–
Schwab U.S. Large-Cap ETF808524201ETF8,523$229.4K<0.1%00.0%Unchanged–
JOBYJoby Aviation, Inc.COMMON STOCK17,994$237.5K<0.1%+17,994NewHistory
ALNYAlnylam Pharmaceuticals, Inc.COM600$238.6K<0.1%00.0%UnchangedHistory
KVUEKenvue Inc.Stock13,846$238.8K<0.1%−4,658−25.2%ReducedHistory
BIPBrookfield Infrastructure Partners L.P.LP INT UNIT6,896$239.6K<0.1%00.0%UnchangedHistory
COLBColumbia Banking System, Inc.COM8,647$241.7K<0.1%00.0%UnchangedHistory
NUENucor CorpCOM1,486$242.4K<0.1%00.0%UnchangedHistory
Vanguard Malvern FDS922020805STRM INFPROIDX5,071$250.8K<0.1%+241+5.0%Added–
RIOTRiot Platforms, Inc.COM20,000$253.4K<0.1%00.0%UnchangedHistory
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW2,101$255.8K<0.1%00.0%Unchanged–
HSICHenry Schein IncCOM3,399$256.9K<0.1%00.0%UnchangedHistory
CRWVCoreWeave, Inc.Stock3,600$257.8K<0.1%00.0%UnchangedHistory
HOLXHologic IncCOM3,465$258.1K<0.1%00.0%UnchangedHistory
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF5,969$258.2K<0.1%00.0%Unchanged–
Invesco Exchange Traded FD T46137V688NEXT GEN CON ETF2,000$267.9K<0.1%00.0%Unchanged–
iShares Tr464287184CHINA LG-CAP ETF7,000$268.0K<0.1%00.0%Unchanged–
PNRPENTAIR plcSHS2,579$268.6K<0.1%00.0%UnchangedHistory
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS5,136$269.1K<0.1%−810−13.6%ReducedHistory
HALOHalozyme Therapeutics, Inc.COM4,000$269.2K<0.1%00.0%UnchangedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF2,864$269.7K<0.1%00.0%Unchanged–
ETREntergy CorpCOM2,924$270.3K<0.1%00.0%UnchangedHistory
FXFInvesco CurrencyShares Swiss Franc TrustSWISS FRANC2,450$273.4K<0.1%+395+19.2%AddedHistory
GTLSChart Industries IncCOM1,335$275.3K<0.1%−264−16.5%ReducedHistory
Schwab Fundamental International Equity ETF808524755ETF6,186$279.7K<0.1%00.0%Unchanged–
SPOTSpotify Technology S.A.Stock486$282.2K<0.1%00.0%UnchangedHistory
VMCVulcan Materials COCOM1,000$285.2K<0.1%00.0%UnchangedHistory
ZBHZimmer Biomet Holdings, Inc.Stock3,174$285.4K<0.1%−168−5.0%ReducedHistory
iShares Tr46435G326CORE MSCI INTL3,491$287.9K<0.1%00.0%Unchanged–
COINCoinbase Global, Inc.COM CL A1,277$288.8K<0.1%−25−1.9%ReducedHistory
PWRQuanta Services, Inc.COM687$290.0K<0.1%00.0%UnchangedHistory
HIGHartford Insurance Group, Inc.Stock2,107$290.3K<0.1%00.0%UnchangedHistory
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF5,000$290.6K<0.1%00.0%Unchanged–
ACHRArcher Aviation Inc.Stock38,750$291.4K<0.1%00.0%UnchangedHistory
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF2,682$295.5K<0.1%+56+2.1%Added–
iShares Tr464288414NATIONAL MUN ETF2,830$303.1K<0.1%+767+37.2%Added–
SNPSSynopsys IncCOM646$303.4K<0.1%−1,680−72.2%ReducedHistory
State Street SPDR S&P Biotech ETF78464A870ETF2,492$303.9K<0.1%−3,200−56.2%Reduced–
iShares Tr464288166AGENCY BOND ETF2,765$304.8K<0.1%00.0%Unchanged–
BSXBoston Scientific CorpStock3,210$306.1K<0.1%−3,074−48.9%ReducedHistory
iShares Russell 2000 Growth ETF464287648ETF951$307.2K<0.1%−609−39.0%Reduced–
DGXQuest Diagnostics IncCOM1,786$309.9K<0.1%00.0%UnchangedHistory
Vanguard High Dividend Yield Index ETF921946406ETF2,223$319.0K<0.1%00.0%Unchanged–
KKRKKR & Co. Inc.COM2,602$331.7K<0.1%00.0%UnchangedHistory
DDDuPont de Nemours, Inc.COM8,348$335.6K<0.1%−1,523−15.4%ReducedHistory
GISGeneral Mills IncStock7,302$339.5K<0.1%−36−0.5%ReducedHistory
J P Morgan Exchange Traded F46641Q647MUNICIPAL ETF6,785$342.6K<0.1%+6,785New–
CICigna GroupStock1,266$348.4K<0.1%−101−7.4%ReducedHistory
Amplify ETF Tr032108664AMPLIFY CYBERSEC4,360$350.4K<0.1%00.0%Unchanged–
APDAir Products & Chemicals, Inc.Stock1,482$366.1K<0.1%−30−2.0%ReducedHistory
AEEAmeren CorpCOM3,670$366.5K<0.1%00.0%UnchangedHistory
Vanguard Index FDS922908652EXTEND MKT ETF1,755$367.0K<0.1%00.0%Unchanged–
CEGConstellation Energy CorpStock1,061$374.8K<0.1%00.0%UnchangedHistory
SXTSensient Technologies CorpCOM4,000$375.8K<0.1%00.0%UnchangedHistory

Sold out since Q3 2025 (19)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Evercore Wealth Management, LLC sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
FISVFiserv IncStock238,221$30.7M0.5%History
NVTnVent Electric plcSHS3,542$349.4K<0.1%History
Vanguard Scottsdale FDS92206C706INTER TERM TREAS5,197$312.0K<0.1%–
J P Morgan Exchange Traded F46641Q225BETA CDA ETF NEW3,487$304.2K<0.1%–
STZConstellation Brands, Inc.Stock2,250$303.0K<0.1%History
SPDR Index Shs FDS78463X202ST STR EU 50 ETF4,854$301.5K<0.1%–
HUBBHubbell IncCOM653$281.0K<0.1%History
CTVACorteva, Inc.Stock3,902$263.9K<0.1%History
SLGSL Green Realty CorpCOM3,972$237.6K<0.1%History
ADSKAutodesk, Inc.COM735$233.5K<0.1%History
J P Morgan Exchange Traded F46641Q217BETABULDRS JAPAN3,403$225.7K<0.1%–
LHLabcorp Holdings Inc.Stock784$225.1K<0.1%History
CTASCintas CorpStock1,048$215.1K<0.1%History
GAMGeneral American Investors Co IncCOM3,313$206.1K<0.1%History
WLYJohn Wiley & Sons, Inc.CL A5,060$204.8K<0.1%History
WEXWEX Inc.COM1,286$202.6K<0.1%History
First Trust Cloud Computing ETF33734X192ETF1,500$201.6K<0.1%–
DDominion Energy, IncStock3,294$201.5K<0.1%History
NETDNabors Energy Transition Corp. IICL A11,596$130.0K<0.1%History