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Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

The latest 13F from Evercore Wealth Management, LLC covers Q2 2026 (filed Aug 14, 2026): 433 long positions worth $7.07B. The top 10 holdings make up 39.2% of the portfolio, and the largest is NVIDIA Corp (NVDA) at 6.1%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
36
Est. +$43.1M
Added
81
Est. +$303.5M
Reduced
175
Est. −$322.6M
Sold out
21
Est. −$7.79M

Top 5 holdings

Share of this quarter's portfolio value

  1. NVDANVIDIA Corp
    6.1%$430.5MHistory
  2. AAPLApple Inc.
    6.0%$426.8MHistory
  3. MSFTMicrosoft Corp
    4.1%$292.3MHistory
  4. GOOGAlphabet Inc.
    4.1%$288.1MHistory
  5. AMZNAmazon Com Inc
    3.8%$265.5MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. APHAmphenol Corp
    +$88.3MAddedHistory
  2. AVGOBroadcom Inc.
    +$81.0MAddedHistory
  3. NOWServiceNow, Inc.
    +$58.0MAddedHistory
  4. CASYCaseys General Stores Inc
    +$29.9MNewHistory
  5. Vanguard S&P 500 ETF922908363
    +$14.2MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. APHAmphenol Corp
    +1.28 pp0.1% → 1.4%History
  2. AVGOBroadcom Inc.
    +1.16 pp0.2% → 1.3%History
  3. NOWServiceNow, Inc.
    +0.82 pp<0.1% → 0.8%History
  4. CASYCaseys General Stores Inc
    +0.42 pp0.0% → 0.4%History
  5. SNSharkNinja, Inc.
    +0.41 pp1.1% → 1.5%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. FIXComfort Systems USA Inc
    −$43.4MReducedHistory
  2. MELIMercadolibre Inc
    −$39.6MReducedHistory
  3. ADBEAdobe Inc.
    −$38.9MReducedHistory
  4. AMTAmerican Tower Corp
    −$26.2MReducedHistory
  5. GOOGAlphabet Inc.
    −$25.5MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. ADBEAdobe Inc.
    −0.74 pp0.8% → <0.1%History
  2. MELIMercadolibre Inc
    −0.64 pp0.7% → 0.1%History
  3. AMTAmerican Tower Corp
    −0.51 pp0.9% → 0.4%History
  4. MSFTMicrosoft Corp
    −0.43 pp4.6% → 4.1%History
  5. COSTCostco Wholesale Corp
    −0.25 pp1.6% → 1.3%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$7.07B
+$708.4M (+11.1%) vs. prior quarter
Positions
433
+15 vs. prior quarter
Top 10 concentration
39.2%
Top 10 as share of value
Turnover
4.9%
Q2 2026, one quarter
Average holding period
19.5 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $7.07B (Q2 2026)

Q1 2021: $5.05BQ2 2021: $5.46BQ3 2021: $5.52BQ4 2021: $6.15BQ1 2022: $5.65BQ2 2022: $4.74BQ3 2022: $4.43BQ4 2022: $4.77BQ1 2023: $5.02BQ2 2023: $5.45BQ3 2023: $5.34BQ4 2023: $5.96BQ1 2024: $6.38BQ2 2024: $6.35BQ3 2024: $6.67BQ4 2024: $6.68BQ1 2025: $6.21BQ2 2025: $6.43BQ3 2025: $6.81BQ4 2025: $6.82BQ1 2026: $6.36BQ2 2026: $7.07B
Q1 2021Q2 2026
13F filings of Evercore Wealth Management, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 2026433$7.07BNVDAAAPLMSFTvs. Q1 2026SEC
Q1 2026May 15, 2026418$6.36BAAPLNVDAMSFTvs. Q4 2025SEC
Q4 2025Feb 17, 2026420$6.82BAAPLNVDAMSFTvs. Q3 2025SEC
Q3 2025Nov 14, 2025413$6.81BNVDAMSFTAAPLvs. Q2 2025SEC
Q2 2025Aug 14, 2025406$6.43BMSFTNVDAAAPLvs. Q1 2025SEC
Q1 2025May 15, 2025411$6.21BAAPLMSFTNVDAvs. Q4 2024SEC
Q4 2024Feb 14, 2025417$6.68BAAPLMSFTNVDAvs. Q3 2024SEC
Q3 2024Nov 14, 2024417$6.67BAAPLMSFTNVDAvs. Q2 2024SEC
Q2 2024Aug 14, 2024410$6.35BMSFTAAPLNVDAvs. Q1 2024SEC
Q1 2024May 15, 2024421$6.38BMSFTAAPLAMZNvs. Q4 2023SEC
Q4 2023Feb 14, 2024433$5.96BAAPLMSFTBXvs. Q3 2023SEC
Q3 2023Nov 14, 2023407$5.34BAAPLMSFTMAvs. Q2 2023SEC
Q2 2023Aug 4, 2023414$5.45BAAPLMSFTMAvs. Q1 2023SEC
Q1 2023May 15, 2023405$5.02BAAPLMSFTTMOvs. Q4 2022SEC
Q4 2022Feb 14, 2023396$4.77BAAPLMSFTUNHvs. Q3 2022SEC
Q3 2022Nov 14, 2022378$4.43BAAPLMSFTUNHvs. Q2 2022SEC
Q2 2022Aug 15, 2022392$4.74BAAPLMSFTUNHvs. Q1 2022SEC
Q1 2022May 16, 2022431$5.65BAAPLMSFTBXvs. Q4 2021SEC
Q4 2021Feb 14, 2022421$6.15BAAPLMSFTTMOvs. Q3 2021SEC
Q3 2021Nov 15, 2021417$5.52BAAPLMSFTAMZNvs. Q2 2021SEC
Q2 2021Aug 16, 2021423$5.46BAAPLMSFTAMZNvs. Q1 2021SEC
Q1 2021May 17, 2021427$5.05BAAPLMSFTAMZN–SEC