Evercore Wealth Management, LLC
- SEC CIK
- 0001482689
- Latest filing
- Aug 14, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 418
- −2 vs. Q4 2025
- Portfolio value
- $6.36B
- −$464.5M (−6.8%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 1,504,338 | $381.8M | 6.0% | −72,216−4.6% | Reduced | History |
| NVDANVIDIA Corp | Stock | 2,182,929 | $380.7M | 6.0% | −81,972−3.6% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 784,201 | $290.3M | 4.6% | −27,332−3.4% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 887,425 | $254.6M | 4.0% | −65,578−6.9% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 1,122,187 | $233.7M | 3.7% | −22,587−2.0% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 714,008 | $205.3M | 3.2% | −37,360−5.0% | Reduced | History |
| MAMastercard Inc | Stock | 392,062 | $195.9M | 3.1% | −7,117−1.8% | Reduced | History |
| MSMorgan Stanley | Stock | 1,177,393 | $193.8M | 3.0% | −39,209−3.2% | Reduced | History |
| FIXComfort Systems USA Inc | COM | 134,308 | $185.2M | 2.9% | −20,929−13.5% | Reduced | History |
| AZOAutoZone Inc | COM | 51,425 | $173.7M | 2.7% | −536−1.0% | Reduced | History |
| WMBWilliams Companies, Inc. | COM | 2,370,634 | $172.5M | 2.7% | −88,419−3.6% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 532,133 | $156.5M | 2.5% | −54,861−9.3% | Reduced | History |
| BXBlackstone Inc. | COM | 1,345,665 | $154.7M | 2.4% | +28,573+2.2% | Added | History |
| HDHome Depot, Inc. | Stock | 432,199 | $142.1M | 2.2% | −8,119−1.8% | Reduced | History |
| CBChubb Ltd | Stock | 420,570 | $137.1M | 2.2% | −8,906−2.1% | Reduced | History |
| CBRECbre Group, Inc. | CL A | 987,081 | $133.7M | 2.1% | −9,919−1.0% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 266,753 | $131.1M | 2.1% | −8,002−2.9% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 257,658 | $123.5M | 1.9% | −8,789−3.3% | Reduced | History |
| VIKViking Holdings Ltd | ORD SHS | 1,672,216 | $122.9M | 1.9% | +14,465+0.9% | Added | History |
| BLKBlackRock, Inc. | Stock | 106,170 | $102.1M | 1.6% | −2,397−2.2% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 100,119 | $99.8M | 1.6% | −1,117−1.1% | Reduced | History |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 1,046,430 | $93.5M | 1.5% | +12,571+1.2% | Added | – |
| UBERUber Technologies, Inc | Stock | 1,156,032 | $83.2M | 1.3% | +68,433+6.3% | Added | History |
| EOGEOG Resources Inc | Stock | 549,203 | $79.4M | 1.2% | −3,051−0.6% | Reduced | History |
| GNRCGenerac Holdings Inc. | Stock | 386,149 | $75.4M | 1.2% | −8,866−2.2% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 115,674 | $75.2M | 1.2% | −874−0.7% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 125,464 | $75.0M | 1.2% | +16,815+15.5% | Added | – |
| SPOTSpotify Technology S.A. | Stock | 151,382 | $73.4M | 1.2% | +150,896+31,048.6% | Added | History |
| SNSharkNinja, Inc. | COM SHS | 670,411 | $71.0M | 1.1% | +132,749+24.7% | Added | History |
| BLDRBuilders FirstSource, Inc. | Stock | 802,718 | $66.1M | 1.0% | −16,700−2.0% | Reduced | History |
| PGRProgressive Corp | Stock | 317,370 | $62.9M | 1.0% | +40,117+14.5% | Added | History |
| AMTAmerican Tower Corp | REIT | 346,150 | $59.7M | 0.9% | −11,366−3.2% | Reduced | History |
| ARCCAres Capital Corp | CEF | 3,121,008 | $56.2M | 0.9% | +182,651+6.2% | Added | History |
| IAUiShares Gold Trust | ETF | 620,632 | $54.7M | 0.9% | −5,087−0.8% | Reduced | History |
| CROXCrocs, Inc. | COM | 638,147 | $53.0M | 0.8% | −1270.0% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 79,941 | $52.2M | 0.8% | +1,331+1.7% | Added | – |
| ADBEAdobe Inc. | Stock | 202,873 | $49.3M | 0.8% | −7,760−3.7% | Reduced | History |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 307,624 | $48.8M | 0.8% | +17,963+6.2% | Added | – |
| MELIMercadolibre Inc | COM | 26,601 | $46.0M | 0.7% | +2,992+12.7% | Added | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 601,164 | $45.1M | 0.7% | +217,918+56.9% | Added | – |
| TJXTJX Companies Inc | Stock | 271,930 | $43.4M | 0.7% | −34,147−11.2% | Reduced | History |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 775,551 | $39.1M | 0.6% | +65,964+9.3% | Added | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 394,869 | $36.6M | 0.6% | +40,971+11.6% | Added | History |
| JNJJohnson & Johnson | Stock | 133,122 | $32.5M | 0.5% | −23,197−14.8% | Reduced | History |
| GLDSPDR Gold Trust | ETF | 72,330 | $31.1M | 0.5% | −1,504−2.0% | Reduced | History |
| SHWSherwin Williams Co | COM | 95,482 | $30.6M | 0.5% | −3,336−3.4% | Reduced | History |
| CVXChevron Corp | Stock | 144,505 | $29.9M | 0.5% | −9,445−6.1% | Reduced | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 59,742 | $25.5M | 0.4% | −1,934−3.1% | Reduced | – |
| LLYEli Lilly & Co | Stock | 27,054 | $24.9M | 0.4% | −7,792−22.4% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 84,660 | $22.9M | 0.4% | −23,350−21.6% | Reduced | History |
| ACNAccenture plc | Stock | 96,981 | $19.2M | 0.3% | −35,811−27.0% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 81,879 | $17.8M | 0.3% | −2,021−2.4% | Reduced | History |
| iShares MSCI Eafe ETF464287465 | ETF | 179,232 | $17.4M | 0.3% | −1,269−0.7% | Reduced | – |
| NEENextera Energy Inc | Stock | 174,857 | $16.2M | 0.3% | +2,189+1.3% | Added | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 240,254 | $15.4M | 0.2% | +21,294+9.7% | Added | – |
| IBMInternational Business Machines Corp | Stock | 62,801 | $15.2M | 0.2% | +5,196+9.0% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 175,229 | $13.6M | 0.2% | −7,081−3.9% | Reduced | History |
| TSLATesla, Inc. | Stock | 36,111 | $13.4M | 0.2% | −325−0.9% | Reduced | History |
| PEPPepsiCo Inc | Stock | 83,696 | $13.0M | 0.2% | −8,607−9.3% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 75,605 | $12.8M | 0.2% | −5,744−7.1% | Reduced | History |
| ROPRoper Technologies Inc | Stock | 35,693 | $12.6M | 0.2% | −3,178−8.2% | Reduced | History |
| MCKMcKesson Corp | Stock | 14,007 | $12.1M | 0.2% | −130−0.9% | Reduced | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 208,764 | $11.3M | 0.2% | +66,679+46.9% | Added | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 58,520 | $11.2M | 0.2% | +7,015+13.6% | Added | – |
| iShares Tr464287622 | RUS 1000 ETF | 31,495 | $11.2M | 0.2% | +17,385+123.2% | Added | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 135,194 | $11.1M | 0.2% | +63,090+87.5% | Added | – |
| ADPAutomatic Data Processing Inc | Stock | 54,432 | $11.1M | 0.2% | −571−1.0% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 91,797 | $11.0M | 0.2% | −1,303−1.4% | Reduced | History |
| MCDMcDonalds Corp | Stock | 34,791 | $10.8M | 0.2% | −3,218−8.5% | Reduced | History |
| RTXRTX Corp | Stock | 55,101 | $10.6M | 0.2% | −9,201−14.3% | Reduced | History |
| KOCoca Cola Co | Stock | 134,452 | $10.2M | 0.2% | −404−0.3% | Reduced | History |
| VVisa Inc. | Stock | 33,611 | $10.2M | 0.2% | −1,345−3.8% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 31,885 | $9.87M | 0.2% | −623−1.9% | Reduced | History |
| SYKStryker Corp | Stock | 30,029 | $9.87M | 0.2% | −100−0.3% | Reduced | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 145,222 | $9.81M | 0.2% | −7,088−4.7% | Reduced | – |
| WMTWalmart Inc. | Stock | 78,258 | $9.73M | 0.2% | −1,062−1.3% | Reduced | History |
| iShares Russell 2000 ETF464287655 | ETF | 38,929 | $9.65M | 0.2% | −150−0.4% | Reduced | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 15,390 | $9.49M | 0.1% | −170−1.1% | Reduced | History |
| ABTAbbott Laboratories | Stock | 87,823 | $9.02M | 0.1% | −10,086−10.3% | Reduced | History |
| PGProcter & Gamble Co | Stock | 61,731 | $8.92M | 0.1% | −5,468−8.1% | Reduced | History |
| ORCLOracle Corp | Stock | 60,003 | $8.83M | 0.1% | −1,326−2.2% | Reduced | History |
| JBLJabil Inc | Stock | 32,796 | $8.71M | 0.1% | −3,044−8.5% | Reduced | History |
| EPDEnterprise Products Partners L.P. | Stock | 219,962 | $8.32M | 0.1% | +3,469+1.6% | Added | History |
| AMATApplied Materials Inc | Stock | 23,441 | $8.01M | 0.1% | −520−2.2% | Reduced | History |
| BRK.ABerkshire Hathaway Inc | CL A | 11 | $7.90M | 0.1% | 00.0% | Unchanged | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 58,824 | $7.82M | 0.1% | −4,804−7.6% | Reduced | – |
| TXNTexas Instruments Inc | Stock | 39,972 | $7.76M | 0.1% | −2,934−6.8% | Reduced | History |
| MPLXMPLX LP | COM UNIT REP LTD | 132,053 | $7.54M | 0.1% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 31,772 | $7.51M | 0.1% | −478−1.5% | Reduced | History |
| APHAmphenol Corp | CL A | 55,806 | $7.05M | 0.1% | −5,511−9.0% | Reduced | History |
| CATCaterpillar Inc | Stock | 8,889 | $6.30M | 0.1% | −67−0.7% | Reduced | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 42,930 | $6.29M | 0.1% | −3,795−8.1% | Reduced | – |
| AMGNAmgen Inc | Stock | 17,801 | $6.26M | 0.1% | −105−0.6% | Reduced | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 54,595 | $6.18M | 0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 18,704 | $6.00M | 0.1% | +10.0% | Added | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 22,721 | $5.95M | 0.1% | −20.0% | Reduced | – |
| IBITiShares Bitcoin Trust ETF | ETF | 150,831 | $5.79M | 0.1% | +28,579+23.4% | Added | History |
| ITWIllinois Tool Works Inc | Stock | 21,442 | $5.58M | 0.1% | −50.0% | Reduced | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 9,603 | $5.54M | 0.1% | +834+9.5% | Added | – |
| ECLEcolab Inc. | Stock | 20,725 | $5.51M | 0.1% | −86−0.4% | Reduced | History |
Sold out since Q4 2025 (21)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| BWABorgwarner Inc | COM | 36,221 | $1.63M | <0.1% | History |
| IOTSamsara Inc. | Stock | 25,215 | $893.9K | <0.1% | History |
| EXEExpand Energy Corp | COM | 5,028 | $554.9K | <0.1% | History |
| BSXBoston Scientific Corp | Stock | 3,210 | $306.1K | <0.1% | History |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 5,000 | $290.6K | <0.1% | – |
| RIOTRiot Platforms, Inc. | COM | 20,000 | $253.4K | <0.1% | History |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 6,896 | $239.6K | <0.1% | History |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 600 | $238.6K | <0.1% | History |
| XYLXylem Inc. | COM | 1,639 | $223.2K | <0.1% | History |
| ROIVRoivant Sciences Ltd. | SHS | 10,000 | $217.0K | <0.1% | History |
| TAT&T Inc. | Stock | 8,710 | $216.4K | <0.1% | History |
| VMRKVivmark Residential | SH BEN INT | 3,421 | $215.7K | <0.1% | History |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 4,475 | $207.1K | <0.1% | – |
| AAgilent Technologies, Inc. | COM | 1,508 | $205.2K | <0.1% | History |
| FSLRFirst Solar, Inc. | Stock | 783 | $204.5K | <0.1% | History |
| ELVElevance Health, Inc. | Stock | 579 | $203.0K | <0.1% | History |
| METMetlife Inc | Stock | 2,570 | $202.9K | <0.1% | History |
| HYACHaymaker Acquisition Corp V | CLASS A | 16,763 | $190.8K | <0.1% | History |
| ALISUCalisa Acquisition Corp | UNIT 09/11/2030 | 16,590 | $173.4K | <0.1% | History |
| Factorial Energy Inc.G19307100 | COM CL A | 10,100 | $104.0K | <0.1% | – |
| BRBSBlue Ridge Bankshares, Inc. | COM | 20,000 | $85.4K | <0.1% | History |