Evercore Wealth Management, LLC — 13F Holdings & Portfolio
CIK 1482689 · latest 13F-HR filed 2026-05-15
Evercore Wealth Management, LLC manages $6.36B in 13F-reported U.S. long-equity assets across 722 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (5.41%), NVDA (5.25%), MSFT (3.96%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 19 new positions, exited 21, added to 110, and trimmed 156.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$6.36B
Long-equity book
722
Distinct positions
2026-03-31
Filed 2026-05-15
+19 / −21 / ↑110 / ↓156
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SPOTIFY TECHNOLOGY S A$73.1M +25910.0%
- COMFORT SYS USA INC$40.3M +27.8%
- WILLIAMS COS INC$24.7M +16.7%
- GENERAC HLDGS INC$21.6M +40.0%
- EOG RES INC$21.4M +36.9%
Top Trims
- MICROSOFT CORP-$102.2M -26.0%
- CDW CORP-$61.0M -97.8%
- BLACKSTONE INC-$48.3M -23.8%
- APPLE INC-$46.8M -10.9%
- ALPHABET INC-$44.5M -14.9%
New Positions
- VOYAGER TECHNOLOGIES INC$1.5M
- VALERO ENERGY CORP$280.7K
- FREEPORT MCMORAN INC$267.0K
- PROLOGIS INC.$266.2K
- ASTRAZENECA PLC$252.0K
Exited Positions
- BORGWARNER INC$1.6M
- SAMSARA INC$893.9K
- EXPAND ENERGY CORPORATION$554.9K
- BOSTON SCIENTIFIC CORP$306.1K
- J P MORGAN EXCHANGE TRADED F$290.6K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 037833100 | $344.3M | 5.41% | 1,356,746 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $333.7M | 5.25% | 1,913,478 | SH |
| 3 | MICROSOFT CORP | MSFT | 594918104 | $251.8M | 3.96% | 680,363 | SH |
| 4 | ALPHABET INC | GOOG | 02079K107 | $224.3M | 3.53% | 782,024 | SH |
| 5 | AMAZON COM INC | AMZN | 023135106 | $203.4M | 3.20% | 976,791 | SH |
| 6 | ALPHABET INC | GOOGL | 02079K305 | $187.1M | 2.94% | 650,577 | SH |
| 7 | MASTERCARD INCORPORATED | MA | 57636Q104 | $171.9M | 2.70% | 344,060 | SH |
| 8 | MORGAN STANLEY | MS | 617446448 | $168.6M | 2.65% | 1,024,631 | SH |
| 9 | COMFORT SYS USA INC | FIX | 199908104 | $165.1M | 2.60% | 119,755 | SH |
| 10 | WILLIAMS COS INC | WMB | 969457100 | $154.8M | 2.43% | 2,126,404 | SH |
| 11 | AUTOZONE INC | AZO | 053332102 | $150.2M | 2.36% | 44,456 | SH |
| 12 | JPMORGAN CHASE & CO | JPM | 46625H100 | $142.5M | 2.24% | 484,357 | SH |
| 13 | BLACKSTONE INC | BX | 09260D107 | $135.7M | 2.13% | 1,180,153 | SH |
| 14 | HOME DEPOT INC | HD | 437076102 | $125.0M | 1.97% | 379,993 | SH |
| 15 | CHUBB LTD SWITZ | CB | H1467J104 | $121.0M | 1.90% | 371,214 | SH |
| 16 | CBRE GROUP INC | CBRE | 12504L109 | $115.0M | 1.81% | 849,191 | SH |
| 17 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $113.7M | 1.79% | 231,370 | SH |
| 18 | VIKING HOLDINGS LTD | VIK | G93A5A101 | $107.4M | 1.69% | 1,461,067 | SH |
| 19 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $100.7M | 1.58% | 210,215 | SH |
| 20 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $94.4M | 1.48% | 94,740 | SH |
| 21 | BLACKROCK INC | BLK | 09290D101 | $92.2M | 1.45% | 95,863 | SH |
| 22 | WISDOMTREE TR | DLN | 97717W307 | $76.0M | 1.19% | 850,718 | SH |
| 23 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $74.1M | 1.17% | 1,030,098 | SH |
| 24 | EOG RES INC | EOG | 26875P101 | $70.0M | 1.10% | 484,477 | SH |
| 25 | GENERAC HLDGS INC | GNRC | 368736104 | $66.9M | 1.05% | 342,343 | SH |
| 26 | VANGUARD INDEX FDS | VOO | 922908363 | $66.1M | 1.04% | 110,540 | SH |
| 27 | SPOTIFY TECHNOLOGY S A | SPOT | L8681T102 | $64.1M | 1.01% | 132,235 | SH |
| 28 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $61.9M | 0.97% | 95,210 | SH |
| 29 | SHARKNINJA INC | SN | G8068L108 | $61.4M | 0.96% | 579,478 | SH |
| 30 | BUILDERS FIRSTSOURCE INC | BLDR | 12008R107 | $56.2M | 0.88% | 682,082 | SH |
| 31 | PROGRESSIVE CORP | PGR | 743315103 | $54.2M | 0.85% | 273,605 | SH |
| 32 | AMERICAN TOWER CORP | AMT | 03027X100 | $53.1M | 0.83% | 307,649 | SH |
| 33 | ISHARES TR | IVV | 464287200 | $52.2M | 0.82% | 79,941 | SH |
| 34 | ARES CAPITAL CORP | ARCC | 04010L103 | $51.7M | 0.81% | 2,869,950 | SH |
| 35 | ISHARES GOLD TR | IAU | 464285204 | $48.4M | 0.76% | 549,034 | SH |
| 36 | CROCS INC | CROX | 227046109 | $46.6M | 0.73% | 561,411 | SH |
| 37 | NVIDIA CORPORATION | NVDA | 67066G104 | $46.0M | 0.72% | 263,914 | SH |
| 38 | ADOBE INC | ADBE | 00724F101 | $43.6M | 0.69% | 179,366 | SH |
| 39 | MERCADOLIBRE INC | MELI | 58733R102 | $40.4M | 0.64% | 23,391 | SH |
| 40 | WISDOMTREE TR | DXJ | 97717W851 | $40.0M | 0.63% | 252,243 | SH |
| 41 | TJX COS INC NEW | TJX | 872540109 | $38.3M | 0.60% | 239,595 | SH |
| 42 | MICROSOFT CORP | MSFT | 594918104 | $37.8M | 0.59% | 102,168 | SH |
| 43 | APPLE INC | AAPL | 037833100 | $36.9M | 0.58% | 145,532 | SH |
| 44 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $34.9M | 0.55% | 464,073 | SH |
| 45 | JANUS DETROIT STR TR | JAAA | 47103U845 | $34.6M | 0.54% | 686,970 | SH |
| 46 | WORLD GOLD TR | GLDM | 98149E303 | $33.7M | 0.53% | 363,636 | SH |
| 47 | AMAZON COM INC | AMZN | 023135106 | $29.7M | 0.47% | 142,521 | SH |
| 48 | SHERWIN WILLIAMS CO | SHW | 824348106 | $29.5M | 0.46% | 91,977 | SH |
| 49 | ALPHABET INC | GOOG | 02079K107 | $29.5M | 0.46% | 102,676 | SH |
| 50 | JOHNSON & JOHNSON | JNJ | 478160104 | $29.0M | 0.46% | 118,790 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $6.36B | 722 | 0001172661-26-002269 |
| 2025-12-31 | 2026-02-17 | $6.82B | 737 | 0001172661-26-000920 |
| 2025-09-30 | 2025-11-14 | $6.81B | 733 | 0001172661-25-004885 |