Evercore Wealth Management, LLC
- SEC CIK
- 0001482689
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 433
- +15 vs. Q1 2026
- Portfolio value
- $7.07B
- +$708.4M (+11.1%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WFCWells Fargo & Company | Stock | 38,375 | $3.17M | <0.1% | −100−0.3% | Reduced | History |
| iShares Russell Midcap ETF464287499 | ETF | 30,240 | $3.34M | <0.1% | +80+0.3% | Added | – |
| DISWalt Disney Co | Stock | 34,706 | $3.34M | <0.1% | −999−2.8% | Reduced | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 63,004 | $3.35M | <0.1% | +29,606+88.6% | Added | – |
| TRVTravelers Companies, Inc. | Stock | 10,147 | $3.35M | <0.1% | −300−2.9% | Reduced | History |
| QCOMQualcomm Inc | Stock | 18,157 | $3.36M | <0.1% | −141−0.8% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 6,299 | $3.55M | 0.1% | 00.0% | Unchanged | History |
| AMDAdvanced Micro Devices Inc | Stock | 6,117 | $3.55M | 0.1% | −160−2.5% | Reduced | History |
| MUMicron Technology Inc | Stock | 3,148 | $3.63M | 0.1% | −507−13.9% | Reduced | History |
| PLTRPalantir Technologies Inc. | Stock | 31,551 | $3.68M | 0.1% | +500+1.6% | Added | History |
| iShares S&P 500 Value ETF464287408 | ETF | 16,631 | $3.78M | 0.1% | −31−0.2% | Reduced | – |
| ORLYO Reilly Automotive Inc | Stock | 41,085 | $3.78M | 0.1% | +25+0.1% | Added | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 71,496 | $3.83M | 0.1% | 00.0% | Unchanged | – |
| CRMSalesforce, Inc. | Stock | 24,691 | $3.87M | 0.1% | −120.0% | Reduced | History |
| GLWCorning Inc | COM | 15,548 | $3.97M | 0.1% | −200−1.3% | Reduced | History |
| GEGeneral Electric Co | Stock | 10,784 | $4.03M | 0.1% | +512+5.0% | Added | History |
| DHRDanaher Corp | Stock | 21,454 | $4.09M | 0.1% | −268−1.2% | Reduced | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 41,750 | $4.13M | 0.1% | +407+1.0% | Added | – |
| GEVGE Vernova Inc. | Stock | 3,577 | $4.20M | 0.1% | +103+3.0% | Added | History |
| AXPAmerican Express Co | Stock | 12,645 | $4.28M | 0.1% | −7−0.1% | Reduced | History |
| EMREmerson Electric Co | Stock | 29,880 | $4.28M | 0.1% | −20−0.1% | Reduced | History |
| INTCIntel Corp | Stock | 30,663 | $4.28M | 0.1% | −2,255−6.9% | Reduced | History |
| PMPhilip Morris International Inc. | Stock | 24,836 | $4.49M | 0.1% | −84−0.3% | Reduced | History |
| CHKPCheck Point Software Technologies Ltd | ORD | 36,175 | $4.75M | 0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 14,100 | $4.85M | 0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 61,832 | $4.98M | 0.1% | 00.0% | UnchangedConverted for a 4-for-1 split | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 33,677 | $4.99M | 0.1% | −265−0.8% | Reduced | – |
| GSGoldman Sachs Group Inc | Stock | 4,984 | $5.04M | 0.1% | −213−4.1% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 19,018 | $5.17M | 0.1% | −646−3.3% | Reduced | History |
| NETCloudflare, Inc. | CL A COM | 21,400 | $5.25M | 0.1% | −4,180−16.3% | Reduced | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 61,885 | $5.33M | 0.1% | +673+1.1% | AddedConverted for a 6-for-1 split | – |
| ABTAbbott Laboratories | Stock | 59,037 | $5.36M | 0.1% | −28,786−32.8% | Reduced | History |
| ITWIllinois Tool Works Inc | Stock | 20,072 | $5.43M | 0.1% | −1,370−6.4% | Reduced | History |
| IBITiShares Bitcoin Trust ETF | ETF | 165,515 | $5.51M | 0.1% | +14,684+9.7% | Added | History |
| MELIMercadolibre Inc | COM | 3,263 | $5.54M | 0.1% | −23,338−87.7% | Reduced | History |
| ECLEcolab Inc. | Stock | 20,656 | $5.75M | 0.1% | −69−0.3% | Reduced | History |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 66,631 | $6.05M | 0.1% | +14,023+26.7% | Added | – |
| AMGNAmgen Inc | Stock | 16,770 | $6.07M | 0.1% | −1,031−5.8% | Reduced | History |
| ACNAccenture plc | Stock | 52,865 | $6.58M | 0.1% | −44,116−45.5% | Reduced | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 42,267 | $6.71M | 0.1% | −663−1.5% | Reduced | – |
| LOWLowes Companies Inc | Stock | 31,566 | $6.96M | 0.1% | −206−0.6% | Reduced | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 23,028 | $6.98M | 0.1% | +307+1.4% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 18,918 | $7.00M | 0.1% | +214+1.1% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 9,780 | $7.20M | 0.1% | +177+1.8% | Added | – |
| MCDMcDonalds Corp | Stock | 27,469 | $7.43M | 0.1% | −7,322−21.0% | Reduced | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 54,595 | $7.51M | 0.1% | 00.0% | Unchanged | – |
| EPDEnterprise Products Partners L.P. | Stock | 219,962 | $8.09M | 0.1% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 55,803 | $8.18M | 0.1% | −4,200−7.0% | Reduced | History |
| BRK.ABerkshire Hathaway Inc | CL A | 11 | $8.24M | 0.1% | 00.0% | Unchanged | History |
| MPLXMPLX LP | COM UNIT REP LTD | 152,053 | $8.57M | 0.1% | +20,000+15.1% | Added | History |
| WMTWalmart Inc. | Stock | 76,989 | $8.72M | 0.1% | −1,269−1.6% | Reduced | History |
| PGProcter & Gamble Co | Stock | 60,544 | $8.88M | 0.1% | −1,187−1.9% | Reduced | History |
| CATCaterpillar Inc | Stock | 8,582 | $9.14M | 0.1% | −307−3.5% | Reduced | History |
| SYKStryker Corp | Stock | 29,457 | $9.27M | 0.1% | −572−1.9% | Reduced | History |
| MCKMcKesson Corp | Stock | 13,208 | $9.98M | 0.1% | −799−5.7% | Reduced | History |
| ROPRoper Technologies Inc | Stock | 29,760 | $10.1M | 0.1% | −5,933−16.6% | Reduced | History |
| KOCoca Cola Co | Stock | 125,610 | $10.2M | 0.1% | −8,842−6.6% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 75,510 | $10.3M | 0.1% | −95−0.1% | Reduced | History |
| RTXRTX Corp | Stock | 55,024 | $10.4M | 0.1% | −77−0.1% | Reduced | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 15,125 | $10.6M | 0.2% | −265−1.7% | Reduced | History |
| TXNTexas Instruments Inc | Stock | 37,238 | $11.1M | 0.2% | −2,734−6.8% | Reduced | History |
| PEPPepsiCo Inc | Stock | 82,719 | $11.2M | 0.2% | −977−1.2% | Reduced | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 149,340 | $11.5M | 0.2% | +4,118+2.8% | Added | – |
| VVisa Inc. | Stock | 33,672 | $11.6M | 0.2% | +61+0.2% | Added | History |
| iShares Russell 2000 ETF464287655 | ETF | 38,790 | $11.7M | 0.2% | −139−0.4% | Reduced | – |
| MRKMerck & Co., Inc. | Stock | 91,089 | $11.7M | 0.2% | −708−0.8% | Reduced | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 62,658 | $11.9M | 0.2% | +3,834+6.5% | Added | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 136,099 | $12.1M | 0.2% | +905+0.7% | Added | – |
| ADPAutomatic Data Processing Inc | Stock | 54,502 | $12.2M | 0.2% | +70+0.1% | Added | History |
| JBLJabil Inc | Stock | 31,740 | $12.2M | 0.2% | −1,056−3.2% | Reduced | History |
| iShares Tr464287622 | RUS 1000 ETF | 30,865 | $12.6M | 0.2% | −630−2.0% | Reduced | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 214,877 | $12.8M | 0.2% | +6,113+2.9% | Added | – |
| TSLATesla, Inc. | Stock | 31,386 | $13.2M | 0.2% | −4,725−13.1% | Reduced | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 71,112 | $15.1M | 0.2% | +12,592+21.5% | Added | – |
| NEENextera Energy Inc | Stock | 176,414 | $15.5M | 0.2% | +1,557+0.9% | Added | History |
| AMATApplied Materials Inc | Stock | 22,684 | $16.4M | 0.2% | −757−3.2% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 60,517 | $17.0M | 0.2% | −2,284−3.6% | Reduced | History |
| iShares MSCI Eafe ETF464287465 | ETF | 181,663 | $18.9M | 0.3% | +2,431+1.4% | Added | – |
| CSCOCisco Systems, Inc. | Stock | 170,027 | $20.0M | 0.3% | −5,202−3.0% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 79,804 | $20.1M | 0.3% | −2,075−2.5% | Reduced | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 294,405 | $21.0M | 0.3% | +54,151+22.5% | Added | – |
| CVXChevron Corp | Stock | 142,452 | $23.6M | 0.3% | −2,053−1.4% | Reduced | History |
| GLDSPDR Gold Trust | ETF | 70,320 | $25.9M | 0.4% | −2,010−2.8% | Reduced | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 230,399 | $28.6M | 0.4% | −8,569−3.6% | ReducedConverted for a 4-for-1 split | – |
| UNHUnitedHealth Group Inc | Stock | 68,844 | $28.6M | 0.4% | −15,816−18.7% | Reduced | History |
| CASYCaseys General Stores Inc | COM | 37,619 | $29.9M | 0.4% | +37,619 | New | History |
| AMTAmerican Tower Corp | REIT | 185,707 | $30.4M | 0.4% | −160,443−46.4% | Reduced | History |
| LLYEli Lilly & Co | Stock | 25,798 | $30.9M | 0.4% | −1,256−4.6% | Reduced | History |
| SHWSherwin Williams Co | COM | 92,530 | $31.9M | 0.5% | −2,952−3.1% | Reduced | History |
| JNJJohnson & Johnson | Stock | 130,109 | $33.0M | 0.5% | −3,013−2.3% | Reduced | History |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 438,275 | $34.8M | 0.5% | +43,406+11.0% | Added | History |
| TJXTJX Companies Inc | Stock | 258,499 | $39.2M | 0.6% | −13,431−4.9% | Reduced | History |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 883,494 | $44.6M | 0.6% | +107,943+13.9% | Added | – |
| IAUiShares Gold Trust | ETF | 627,964 | $47.4M | 0.7% | +7,332+1.2% | Added | History |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 310,765 | $53.9M | 0.8% | +3,141+1.0% | Added | – |
| ARCCAres Capital Corp | CEF | 3,007,303 | $55.7M | 0.8% | −113,705−3.6% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 589,067 | $58.5M | 0.8% | +584,037+11,611.1% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 80,729 | $60.5M | 0.9% | +788+1.0% | Added | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 735,314 | $61.6M | 0.9% | +134,150+22.3% | Added | – |
| PGRProgressive Corp | Stock | 308,477 | $67.4M | 1.0% | −8,893−2.8% | Reduced | History |
Sold out since Q1 2026 (21)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| HONHoneywell International Inc | COM | 16,353 | $3.70M | 0.1% | History |
| WTMWhite Mountains Insurance Group Ltd | COM | 200 | $439.4K | <0.1% | History |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 1,586 | $288.4K | <0.1% | – |
| HOLXHologic Inc | COM | 3,465 | $261.9K | <0.1% | History |
| iShares Tr464287184 | CHINA LG-CAP ETF | 7,000 | $251.3K | <0.1% | – |
| KRKroger Co | Stock | 3,257 | $235.7K | <0.1% | History |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 5,136 | $228.3K | <0.1% | History |
| PNRPENTAIR plc | SHS | 2,577 | $224.5K | <0.1% | History |
| FDXFedEx Corp | Stock | 616 | $219.4K | <0.1% | History |
| EMNEastman Chemical Co | Stock | 2,805 | $214.1K | <0.1% | History |
| GISGeneral Mills Inc | Stock | 5,669 | $211.0K | <0.1% | History |
| CECelanese Corp | Stock | 3,195 | $210.1K | <0.1% | History |
| ETHGrayscale Ethereum Staking Mini ETF | SHS NEW | 10,550 | $209.5K | <0.1% | History |
| OKEONEOK Inc | COM | 2,292 | $207.2K | <0.1% | History |
| Kensington Cap Acquist CorpG5235S123 | UNIT 99/99/9999 | 16,590 | $166.6K | <0.1% | – |
| ALFCenturion Acquisition Corp. | SHS CL A | 15,400 | $165.7K | <0.1% | History |
| LEGTLegato Merger Corp. III | ORD SHS | 14,300 | $157.2K | <0.1% | History |
| TWLVUTwelve Seas Investment Co III/Cayman | UNIT 11/21/2030 | 13,610 | $136.2K | <0.1% | History |
| Metals Acquisition Corp. IIG60420125 | UNIT 99/99/9999 | 12,630 | $127.4K | <0.1% | – |
| SOUNSoundhound AI, Inc. | CLASS A COM | 13,200 | $90.7K | <0.1% | History |
| AURAurora Innovation, Inc. | CLASS A COM | 12,000 | $49.4K | <0.1% | History |