# Evercore Wealth Management, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1482689. Source: https://holderbook.com/funds/1482689-evercore-wealth-management-llc/

- Reported value: $7.1B
- Positions: 433
- Weight of the ten largest: 39.2%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $430.5M | 2,151,462 | 6.1% | 30 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $426.8M | 1,474,930 | 6.0% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $292.3M | 783,550 | 4.1% | 31 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $288.1M | 815,308 | 4.1% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $265.5M | 1,113,972 | 3.8% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $242.3M | 677,951 | 3.4% | 31 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $227.5M | 1,088,168 | 3.2% | 30 |
| COMFORT SYS USA INC | [FIX](https://holderbook.com/stocks/FIX/) | $222.8M | 112,392 | 3.2% | 6 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $200.1M | 389,561 | 2.8% | 31 |
| WILLIAMS COS INC | [WMB](https://holderbook.com/stocks/WMB/) | $174.5M | 2,347,956 | 2.5% | 23 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $170.1M | 519,610 | 2.4% | 31 |
| AUTOZONE INC | [AZO](https://holderbook.com/stocks/AZO/) | $164.9M | 51,587 | 2.3% | 31 |
| BLACKSTONE INC | [BX](https://holderbook.com/stocks/BX/) | $158.8M | 1,349,169 | 2.2% | 28 |
| VIKING HOLDINGS LTD | [VIK](https://holderbook.com/stocks/VIK/) | $153.3M | 1,465,035 | 2.2% | 7 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $151.4M | 429,314 | 2.1% | 31 |
| CHUBB LIMITED | [CB](https://holderbook.com/stocks/CB/) | $141.8M | 416,081 | 2.0% | 31 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $132.9M | 265,163 | 1.9% | 31 |
| CBRE GROUP INC | [CBRE](https://holderbook.com/stocks/CBRE/) | $132.4M | 982,835 | 1.9% | 31 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $125.8M | 251,501 | 1.8% | 31 |
| GENERAC HLDGS INC | [GNRC](https://holderbook.com/stocks/GNRC/) | $108.5M | 370,495 | 1.5% | 17 |
| SHARKNINJA INC | [SN](https://holderbook.com/stocks/SN/) | $107.7M | 707,286 | 1.5% | 3 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $101.7M | 105,813 | 1.4% | 7 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $100.4M | 146,121 | 1.4% | 31 |
| WISDOMTREE TR | [DLN](https://holderbook.com/stocks/DLN/) | $99.7M | 1,035,464 | 1.4% | 31 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $98.2M | 556,817 | 1.4% | 31 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $93.1M | 99,506 | 1.3% | 31 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $93.1M | 246,351 | 1.3% | 31 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $88.0M | 1,219,547 | 1.2% | 9 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $86.8M | 116,201 | 1.2% | 31 |
| SPOTIFY TECHNOLOGY S A | [SPOT](https://holderbook.com/stocks/SPOT/) | $77.2M | 168,103 | 1.1% | 10 |
| EOG RES INC | [EOG](https://holderbook.com/stocks/EOG/) | $75.7M | 583,553 | 1.1% | 31 |
| CROCS INC | [CROX](https://holderbook.com/stocks/CROX/) | $71.8M | 594,858 | 1.0% | 12 |
| BUILDERS FIRSTSOURCE INC | [BLDR](https://holderbook.com/stocks/BLDR/) | $68.8M | 769,146 | 1.0% | 20 |
| PROGRESSIVE CORP | [PGR](https://holderbook.com/stocks/PGR/) | $67.4M | 308,477 | 1.0% | 31 |
| VANGUARD INTL EQUITY INDEX F | [VEU](https://holderbook.com/stocks/VEU/) | $61.6M | 735,314 | 0.9% | 31 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $60.5M | 80,729 | 0.9% | 31 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $58.5M | 589,067 | 0.8% | 31 |
| ARES CAPITAL CORP | [ARCC](https://holderbook.com/stocks/ARCC/) | $55.7M | 3,007,303 | 0.8% | 11 |
| WISDOMTREE TR | [DXJ](https://holderbook.com/stocks/DXJ/) | $53.9M | 310,765 | 0.8% | 9 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $47.4M | 627,964 | 0.7% | 21 |
| JANUS DETROIT STR TR | [JAAA](https://holderbook.com/stocks/JAAA/) | $44.6M | 883,494 | 0.6% | 5 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $39.2M | 258,499 | 0.6% | 31 |
| WORLD GOLD TR | [GLDM](https://holderbook.com/stocks/GLDM/) | $34.8M | 438,275 | 0.5% | 18 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $33.0M | 130,109 | 0.5% | 31 |
| SHERWIN WILLIAMS CO | [SHW](https://holderbook.com/stocks/SHW/) | $31.9M | 92,530 | 0.5% | 31 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $30.9M | 25,798 | 0.4% | 31 |
| AMERICAN TOWER CORP | [AMT](https://holderbook.com/stocks/AMT/) | $30.4M | 185,707 | 0.4% | 31 |
| CASEYS GEN STORES INC | [CASY](https://holderbook.com/stocks/CASY/) | $29.9M | 37,619 | 0.4% | 1 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $28.6M | 68,844 | 0.4% | 31 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $28.6M | 230,399 | 0.4% | 31 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $25.9M | 70,320 | 0.4% | 31 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $23.6M | 142,452 | 0.3% | 31 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $21.0M | 294,405 | 0.3% | 31 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $20.1M | 79,804 | 0.3% | 31 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $20.0M | 170,027 | 0.3% | 31 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $18.9M | 181,663 | 0.3% | 31 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $17.0M | 60,517 | 0.2% | 31 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $16.4M | 22,684 | 0.2% | 31 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $15.5M | 176,414 | 0.2% | 31 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $15.1M | 71,112 | 0.2% | 31 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $13.2M | 31,386 | 0.2% | 31 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $12.8M | 214,877 | 0.2% | 31 |
| ISHARES TR | [IWB](https://holderbook.com/stocks/IWB/) | $12.6M | 30,865 | 0.2% | 31 |
| JABIL INC | [JBL](https://holderbook.com/stocks/JBL/) | $12.2M | 31,740 | 0.2% | 31 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $12.2M | 54,502 | 0.2% | 31 |
| VANGUARD INTL EQUITY INDEX F | [VGK](https://holderbook.com/stocks/VGK/) | $12.1M | 136,099 | 0.2% | 26 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $11.9M | 62,658 | 0.2% | 31 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $11.7M | 91,089 | 0.2% | 31 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $11.7M | 38,790 | 0.2% | 31 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $11.6M | 33,672 | 0.2% | 31 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $11.5M | 149,340 | 0.2% | 31 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $11.2M | 82,719 | 0.2% | 31 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $11.1M | 37,238 | 0.2% | 31 |
| STATE STR SPDR S&P MIDCAP 40 | [MDY](https://holderbook.com/stocks/MDY/) | $10.6M | 15,125 | 0.2% | 31 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $10.4M | 55,024 | 0.1% | 25 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $10.3M | 75,510 | 0.1% | 31 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $10.2M | 125,610 | 0.1% | 31 |
| ROPER TECHNOLOGIES INC | [ROP](https://holderbook.com/stocks/ROP/) | $10.1M | 29,760 | 0.1% | 31 |
| MCKESSON CORP | [MCK](https://holderbook.com/stocks/MCK/) | $10.0M | 13,208 | 0.1% | 31 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $9.3M | 29,457 | 0.1% | 31 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $9.1M | 8,582 | 0.1% | 31 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $8.9M | 60,544 | 0.1% | 31 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $8.7M | 76,989 | 0.1% | 31 |
| MPLX LP | [MPLX](https://holderbook.com/stocks/MPLX/) | $8.6M | 152,053 | 0.1% | 19 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $8.2M | 11 | 0.1% | 31 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $8.2M | 55,803 | 0.1% | 31 |
| ENTERPRISE PRODS PARTNERS L | [EPD](https://holderbook.com/stocks/EPD/) | $8.1M | 219,962 | 0.1% | 31 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $7.5M | 54,595 | 0.1% | 31 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $7.4M | 27,469 | 0.1% | 31 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $7.2M | 9,780 | 0.1% | 31 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $7.0M | 18,918 | 0.1% | 31 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $7.0M | 23,028 | 0.1% | 31 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $7.0M | 31,566 | 0.1% | 31 |
| SELECT SECTOR SPDR TR | [XLV](https://holderbook.com/stocks/XLV/) | $6.7M | 42,267 | 0.1% | 31 |
| ACCENTURE PLC IRELAND | [ACN](https://holderbook.com/stocks/ACN/) | $6.6M | 52,865 | 0.1% | 31 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $6.1M | 16,770 | 0.1% | 31 |
| SPDR SERIES TRUST | [SPTM](https://holderbook.com/stocks/SPTM/) | $6.0M | 66,631 | 0.1% | 6 |
| ECOLAB INC | [ECL](https://holderbook.com/stocks/ECL/) | $5.8M | 20,656 | 0.1% | 31 |
| MERCADOLIBRE INC | [MELI](https://holderbook.com/stocks/MELI/) | $5.5M | 3,263 | 0.1% | 4 |
| ISHARES BITCOIN TRUST ETF | [IBIT](https://holderbook.com/stocks/IBIT/) | $5.5M | 165,515 | 0.1% | 10 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +10.9% | +14.8% | -3.9% | 100% |
| Q1 2026 | -4.9% | -4.6% | -0.3% | 100% |
| Q4 2025 | +0.9% | +2.4% | -1.4% | 100% |
| Q3 2025 | +8.4% | +7.8% | +0.6% | 100% |
| Q2 2025 | +6.2% | +10.5% | -4.2% | 100% |
| Q1 2025 | -3.9% | -4.6% | +0.6% | 100% |
| Q4 2024 | -0.2% | +2.1% | -2.3% | 100% |
| Q3 2024 | +7.6% | +5.4% | +2.2% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $7.1B | 433 |
| Q1 2026 | $6.4B | 418 |
| Q4 2025 | $6.8B | 420 |
| Q3 2025 | $6.8B | 413 |
| Q2 2025 | $6.4B | 406 |
| Q1 2025 | $6.2B | 411 |
| Q4 2024 | $6.7B | 417 |
| Q3 2024 | $6.7B | 417 |
| Q2 2024 | $6.4B | 410 |
| Q1 2024 | $6.4B | 421 |
| Q4 2023 | $6.0B | 433 |
| Q3 2023 | $5.3B | 407 |