Evercore Wealth Management, LLC — 13F Holdings & Portfolio
CIK 1482689 · latest 13F-HR filed 2026-08-14
Evercore Wealth Management, LLC manages $7.07B in 13F-reported U.S. long-equity assets across 734 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (5.45%), NVDA (5.34%), MSFT (3.60%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 37 new positions and exited 22; 210 existing positions rose in reported value and 81 fell.
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.
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AUM
$7.07B
Long-equity book
Holdings
734
Distinct positions
Period
2026-06-30
Filed 2026-08-14
Q/Q Activity
+37 / −22 / ↑210 / ↓81
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26NVDA6.1% · -1%AAPL6.0% · -2%MSFT4.1% · -0%GOOG4.1% · -8%AMZN3.8% · -1%GOOGL3.4% · -5%MS3.2% · -8%FIX3.2% · -16%MA2.8% · -1%WMB2.5% · -1%JPM2.4% · -2%AZO2.3% · +0%BX2.2% · +0%VIK2.2% · -12%HD2.1% · -1%CB2.0% · -1%TMO1.9% · -1%CBRE1.9% · -0%BRK.B1.8% · -2%GNRC1.5% · -4%SN1.5% · +6%BLK1.4% · -0%VOO1.4% · +16%DLN1.4% · -1%APH1.4% · +898%COST1.3% · -1%AVGO1.3% · +673%UBER1.2% · +6%SPY1.2% · +0%SPOT1.1% · +11%EOG1.1% · +6%CROX1.0% · -7%BLDR1.0% · -4%PGR1.0% · -3%VEU0.9% · +22%IVV0.9% · +1%NOW0.8% · +11611%ARCC0.8% · -4%DXJ0.8% · +1%IAU0.7% · +1%JAAA0.6% · +14%TJX0.6% · -5%GLDM0.5% · +11%JNJ0.5% · -2%SHW0.5% · -3%LLY0.4% · -5%AMT0.4% · -46%CASY0.4% · newUNH0.4% · -19%IWF0.4% · +286%GLD0.4% · -3%CVX0.3% · -1%VEA0.3% · +22%ABBV0.3% · -2%CSCO0.3% · -3%EFA0.3% · +1%IBM0.2% · -4%AMAT0.2% · -3%NEE0.2% · +1%RSP0.2% · +22%
Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 39.2%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated Mar 31, 2026.
Assets Under Management
$15.52B
Discretionary
$15.42B
Employees
97
Accounts
4,895
Address
55 EAST 52ND STREET
23RD FLOOR
NEW YORK, NY 10055
23RD FLOOR
NEW YORK, NY 10055
Phone
(212) 822-7620
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| CALAMAN, RUTH, PATRICIA Control | CHIEF COMPLIANCE OFFICER/CHIEF LEGAL OFFICER since Feb 2011 | Less than 5% | Individual |
| EVERCORE PARTNERS SERVICES EAST LLC Control | DIRECT OWNER since Sep 2008 | 75% or more | Domestic Entity |
| GRANZO, SEBASTIAN Control | CHIEF OPERATIONS OFFICER since Nov 2019 | Less than 5% | Individual |
| KLURFELD, JASON, EDWARD Control | MEMBER OF BOARD OF MANAGERS since Feb 2018 | Less than 5% | Individual |
| LALONDE, TIMOTHY, GILBERT Control | MEMBER OF BOARD OF MANAGERS since Mar 2023 | Less than 5% | Individual |
| MAURER, JEFFREY, S Control | CHAIRMAN AND MEMBER OF BOARD OF MANAGERS since Jan 2020 | Less than 5% | Individual |
| PENSA, PAUL Control | MEMBER OF BOARD OF MANAGERS since Oct 2023 | Less than 5% | Individual |
| ZANDER, CHRISTOPHER, CARL Control | CHIEF EXECUTIVE OFFICER, PRESIDENT AND MEMBER OF BOARD OF MANAGERS since Jan 2020 | Less than 5% | Individual |
| LY, KHANH | CHIEF FINANCIAL OFFICER since Dec 2018 | Less than 5% | Individual |
| EVERCORE GROUP HOLDINGS LP Control Indirect owner via EVERCORE PARTNERS SERVICES EAST LLC | MANAGING MEMBER since Dec 2003 | 75% or more | Domestic Entity |
| EVERCORE GROUP HOLDINGS, L.L.C. Control Indirect owner via EVERCORE GROUP HOLDINGS LP | GENERAL PARTNER since Jan 2003 | General partner, trustee or manager | Domestic Entity |
| EVERCORE INC. Control Indirect owner via EVERCORE LP | GENERAL PARTNER since Jan 2003 | General partner, trustee or manager | Domestic Entity |
| EVERCORE LP Control Indirect owner via EVERCORE GROUP HOLDINGS, L.L.C. | MANAGING MEMBER since Aug 2006 | 75% or more | Domestic Entity |
| EVERCORE LP Control Indirect owner via EVERCORE GROUP HOLDINGS LP | LIMITED PARTNER since Aug 2006 | 75% or more | Domestic Entity |
Ownership & leadership changes · 10 filings with changes since Mar 30, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Mar 29, 2024 filing
- No longer listedCLUNE, KATHERINE, PATRICIA · MEMBER OF BOARD OF MANAGERS · Less than 5% · control person · listed since Aug 2022
- AddedPENSA, PAUL · MEMBER OF BOARD OF MANAGERS · Less than 5% · control person
- ChangedEVERCORE PARTNERS SERVICES EAST LLC · title MANAGING MEMBER → DIRECT OWNER
Mar 31, 2023 filing
- No longer listedBROWN, CELESTE, MARIE · MEMBER OF BOARD OF MANAGERS · Less than 5% · control person · listed since Oct 2021
- No longer listedBRYSON, NANCY, CLAIRE · MEMBER OF BOARD OF MANAGERS · Less than 5% · control person · listed since Jan 2021
- AddedCLUNE, KATHERINE, PATRICIA · MEMBER OF BOARD OF MANAGERS · Less than 5% · control person
- AddedLALONDE, TIMOTHY, GILBERT · MEMBER OF BOARD OF MANAGERS · Less than 5% · control person
Mar 31, 2022 filing
- No longer listedWALSH, ROBERT, BRIAN · MEMBER OF BOARD OF MANAGERS · Less than 5% · control person · listed since Jan 2009
- AddedBROWN, CELESTE, MARIE · MEMBER OF BOARD OF MANAGERS · Less than 5% · control person
Mar 31, 2021 filing
- No longer listedSHUTZER, WILLIAM, ALAN · MEMBER OF BOARD OF MANAGERS · Less than 5% · control person · listed since Jan 2009
- AddedBRYSON, NANCY, CLAIRE · MEMBER OF BOARD OF MANAGERS · Less than 5% · control person
Mar 30, 2020 filing
- No longer listedEVERCORE GROUP HOLDINGS LP · MANAGING MEMBER · 75% or more · indirect via EVERCORE PARTNERS SERVICES EAST L.L.C. · control person · listed since Dec 2003
- No longer listedEVERCORE GROUP HOLDINGS, L.L.C. · GENERAL PARTNER · General partner, trustee or manager · indirect via EVERCORE GROUP HOLDINGS, L.P. · control person · listed since Jan 2003
- No longer listedROUSE, WILLIAM, JOSEPH · CHIEF OPERATING OFFICER · Less than 5% · control person · listed since Nov 2017
- AddedEVERCORE GROUP HOLDINGS LP · MANAGING MEMBER · 75% or more · indirect via EVERCORE PARTNERS SERVICES EAST LLC · control person
- AddedEVERCORE GROUP HOLDINGS, L.L.C. · GENERAL PARTNER · General partner, trustee or manager · indirect via EVERCORE GROUP HOLDINGS LP · control person
- AddedGRANZO, SEBASTIAN · CHIEF OPERATIONS OFFICER · Less than 5% · control person
- ChangedEVERCORE PARTNERS SERVICES EAST LLC · ownership 50–75% → 75% or more
- ChangedMAURER, JEFFREY, S · title CHIEF EXECUTIVE OFFICER AND MEMBER OF BOARD OF MANAGERS → CHAIRMAN AND MEMBER OF BOARD OF MANAGERS
- ChangedZANDER, CHRISTOPHER, CARL · title PRESIDENT AND MEMBER OF BOARD OF MANAGERS → CHIEF EXECUTIVE OFFICER, PRESIDENT AND MEMBER OF BOARD OF MANAGERS
Apr 26, 2019 filing
- No longer listedCORBIN, CRYSTAL, RENEE · CHIEF FINANCIAL OFFICER · Less than 5% · listed since Dec 2012
- No longer listedEVERCORE PARTNERS INC. · GENERAL PARTNER · General partner, trustee or manager · indirect via EVERCORE LP · control person · listed since Jan 2003
- AddedEVERCORE INC. · GENERAL PARTNER · General partner, trustee or manager · indirect via EVERCORE LP · control person
- AddedLY, KHANH · CHIEF FINANCIAL OFFICER · Less than 5%
- ChangedMAURER, JEFFREY, S · title CHIEF EXECUTIVE OFFICER → CHIEF EXECUTIVE OFFICER AND MEMBER OF BOARD OF MANAGERS
- ChangedZANDER, CHRISTOPHER, CARL · title PARTNER, PRESIDENT AND MEMBER OF BOARD OF MANAGERS → PRESIDENT AND MEMBER OF BOARD OF MANAGERS
Mar 29, 2019 filing
- No longer listedSPRINGER, JAY, BRIAN · MEMBER OF BOARD OF MANAGERS · Less than 5% · control person · listed since Jan 2009
- ChangedZANDER, CHRISTOPHER, CARL · title PARTNER → PARTNER, PRESIDENT AND MEMBER OF BOARD OF MANAGERS
Mar 30, 2018 filing
- No longer listedFRANKEL, ADAM, BYNOE · MEMBER OF BOARD OF MANAGERS · Less than 5% · control person · listed since Jan 2009
- No longer listedRENDINARO, JOHN, JULIUS · CHIEF OPERATING OFFICER · Less than 5% · control person · listed since Sep 2010
- AddedKLURFELD, JASON, EDWARD · MEMBER OF BOARD OF MANAGERS · Less than 5% · control person
- AddedROUSE, WILLIAM, JOSEPH · CHIEF OPERATING OFFICER · Less than 5% · control person
Mar 30, 2016 filing
- ChangedMAURER, JEFFREY, S · ownership 5–10% → Less than 5%
- ChangedSPRINGER, JAY, BRIAN · ownership 5–10% → Less than 5%
- ChangedZANDER, CHRISTOPHER, CARL · ownership 5–10% → Less than 5%
May 23, 2013 filing
- AddedCORBIN, CRYSTAL, RENEE · CHIEF FINANCIAL OFFICER · Less than 5%
- ChangedCALAMAN, RUTH, PATRICIA · title CHIEF COMPLIANCE OFFICER → CHIEF COMPLIANCE OFFICER/CHIEF LEGAL OFFICER
Older changes (1 more filing)
Mar 30, 2012 filing (earliest on record)
- ListedCALAMAN, RUTH, PATRICIA · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ListedEVERCORE GROUP HOLDINGS LP · MANAGING MEMBER · 75% or more · indirect via EVERCORE PARTNERS SERVICES EAST L.L.C. · control person
- ListedEVERCORE GROUP HOLDINGS, L.L.C. · GENERAL PARTNER · General partner, trustee or manager · indirect via EVERCORE GROUP HOLDINGS, L.P. · control person
- ListedEVERCORE LP · MANAGING MEMBER · 75% or more · indirect via EVERCORE GROUP HOLDINGS, L.L.C. · control person
- ListedEVERCORE LP · LIMITED PARTNER · 75% or more · indirect via EVERCORE GROUP HOLDINGS LP · control person
- ListedEVERCORE PARTNERS INC. · GENERAL PARTNER · General partner, trustee or manager · indirect via EVERCORE LP · control person
- ListedEVERCORE PARTNERS SERVICES EAST LLC · MANAGING MEMBER · 50–75% · control person
- ListedFRANKEL, ADAM, BYNOE · MEMBER OF BOARD OF MANAGERS · Less than 5% · control person
- ListedMAURER, JEFFREY, S · CHIEF EXECUTIVE OFFICER · 5–10% · control person
- ListedRENDINARO, JOHN, JULIUS · CHIEF OPERATING OFFICER · Less than 5% · control person
- ListedSHUTZER, WILLIAM, ALAN · MEMBER OF BOARD OF MANAGERS · Less than 5% · control person
- ListedSPRINGER, JAY, BRIAN · MEMBER OF BOARD OF MANAGERS · 5–10% · control person
- ListedWALSH, ROBERT, BRIAN · MEMBER OF BOARD OF MANAGERS · Less than 5% · control person
- ListedZANDER, CHRISTOPHER, CARL · PARTNER · 5–10% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- AMPHENOL CORP$91.1M +1292.4%
- BROADCOM INC$83.2M +843.0%
- SERVICENOW INC$58.0M +11020.8%
- NVIDIA CORPORATION$49.8M +13.1%
- APPLE INC$45.0M +11.8%
Top Trims
- ADOBE INC-$46.6M -94.5%
- MERCADOLIBRE INC-$40.5M -88.0%
- AMERICAN TOWER CORP-$29.4M -49.2%
- ACCENTURE PLC IRELAND-$12.7M -65.8%
- AUTOZONE INC-$8.8M -5.1%
New Positions
- CASEYS GEN STORES INC$29.9M
- CENTRUS ENERGY CORP$2.2M
- HONEYWELL INTL INC$1.9M
- HONEYWELL AEROSPACE INC$1.8M
- GOLAR LNG LTD$498.4K
Exited Positions
- HONEYWELL INTL INC$3.7M
- WHITE MTNS INS GROUP LTD$439.4K
- SPDR SERIES TRUST$288.4K
- HOLOGIC INC$261.9K
- DUPONT DE NEMOURS INC$255.2K
Evercore Wealth Management, LLC Holdings (2026-06-30)
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 | $385.1M | 5.45% | 1,330,869 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $377.3M | 5.34% | 1,885,685 | SH |
| 3 | MICROSOFT CORP | MSFT | 594918104 | $254.1M | 3.60% | 681,288 | SH |
| 4 | ALPHABET INC | GOOG | 02079K107 | $252.5M | 3.57% | 714,609 | SH |
| 5 | AMAZON COM INC | AMZN | 023135106 | $231.7M | 3.28% | 972,255 | SH |
| 6 | ALPHABET INC | GOOGL | 02079K305 | $221.3M | 3.13% | 619,386 | SH |
| 7 | COMFORT SYS USA INC | FIX | 199908104 | $199.4M | 2.82% | 100,610 | SH |
| 8 | MORGAN STANLEY | MS | 617446448 | $198.0M | 2.80% | 947,217 | SH |
| 9 | MASTERCARD INCORPORATED | MA | 57636Q104 | $175.6M | 2.48% | 341,942 | SH |
| 10 | WILLIAMS COS INC | WMB | 969457100 | $156.7M | 2.22% | 2,107,874 | SH |
| 11 | JPMORGAN CHASE & CO | JPM | 46625H100 | $154.8M | 2.19% | 472,806 | SH |
| 12 | AUTOZONE INC | AZO | 053332102 | $143.0M | 2.02% | 44,746 | SH |
| 13 | BLACKSTONE INC | BX | 09260D107 | $139.3M | 1.97% | 1,183,417 | SH |
| 14 | HOME DEPOT INC | HD | 437076102 | $133.2M | 1.88% | 377,684 | SH |
| 15 | VIKING HOLDINGS LTD | VIK | G93A5A101 | $132.9M | 1.88% | 1,269,994 | SH |
| 16 | CHUBB LIMITED | CB | H1467J104 | $125.1M | 1.77% | 367,215 | SH |
| 17 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $115.4M | 1.63% | 230,076 | SH |
| 18 | CBRE GROUP INC | CBRE | 12504L109 | $114.1M | 1.61% | 847,088 | SH |
| 19 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $102.4M | 1.45% | 204,639 | SH |
| 20 | GENERAC HLDGS INC | GNRC | 368736104 | $95.2M | 1.35% | 325,218 | SH |
| 21 | SHARKNINJA INC | SN | G8068L108 | $93.3M | 1.32% | 612,974 | SH |
| 22 | BLACKROCK INC | BLK | 09290D101 | $91.9M | 1.30% | 95,602 | SH |
| 23 | VANGUARD INDEX FDS | VOO | 922908363 | $88.6M | 1.25% | 129,050 | SH |
| 24 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $88.0M | 1.25% | 94,097 | SH |
| 25 | AMPHENOL CORP | APH | 032095101 | $87.6M | 1.24% | 496,863 | SH |
| 26 | BROADCOM INC | AVGO | 11135F101 | $83.2M | 1.18% | 220,284 | SH |
| 27 | WISDOMTREE TR | DLN | 97717W307 | $80.9M | 1.14% | 839,475 | SH |
| 28 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $78.3M | 1.11% | 1,085,083 | SH |
| 29 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $70.8M | 1.00% | 94,838 | SH |
| 30 | SPOTIFY TECHNOLOGY S A | SPOT | L8681T102 | $67.6M | 0.96% | 147,206 | SH |
| 31 | EOG RES INC | EOG | 26875P101 | $67.2M | 0.95% | 518,169 | SH |
| 32 | CROCS INC | CROX | 227046109 | $62.9M | 0.89% | 521,541 | SH |
| 33 | ISHARES TR | IVV | 464287200 | $60.5M | 0.86% | 80,729 | SH |
| 34 | PROGRESSIVE CORP | PGR | 743315103 | $58.5M | 0.83% | 267,969 | SH |
| 35 | BUILDERS FIRSTSOURCE INC | BLDR | 12008R107 | $58.2M | 0.82% | 650,199 | SH |
| 36 | NVIDIA CORPORATION | NVDA | 67066G104 | $52.0M | 0.74% | 260,115 | SH |
| 37 | ARES CAPITAL CORP | ARCC | 04010L103 | $51.1M | 0.72% | 2,757,239 | SH |
| 38 | SERVICENOW INC | NOW | 81762P102 | $50.8M | 0.72% | 511,983 | SH |
| 39 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $47.6M | 0.67% | 568,815 | SH |
| 40 | WISDOMTREE TR | DXJ | 97717W851 | $44.5M | 0.63% | 256,596 | SH |
| 41 | ISHARES GOLD TR | IAU | 464285204 | $42.0M | 0.59% | 555,731 | SH |
| 42 | APPLE INC | AAPL | 037833100 | $41.1M | 0.58% | 141,921 | SH |
| 43 | JANUS DETROIT STR TR | JAAA | 47103U845 | $39.5M | 0.56% | 783,204 | SH |
| 44 | MICROSOFT CORP | MSFT | 594918104 | $37.5M | 0.53% | 100,412 | SH |
| 45 | ALPHABET INC | GOOG | 02079K107 | $34.6M | 0.49% | 98,049 | SH |
| 46 | TJX COS INC NEW | TJX | 872540109 | $34.4M | 0.49% | 226,914 | SH |
| 47 | AMAZON COM INC | AMZN | 023135106 | $33.1M | 0.47% | 138,742 | SH |
| 48 | WORLD GOLD TR | GLDM | 98149E303 | $32.1M | 0.45% | 404,740 | SH |
| 49 | SHERWIN WILLIAMS CO | SHW | 824348106 | $30.7M | 0.43% | 89,123 | SH |
| 50 | JOHNSON & JOHNSON | JNJ | 478160104 | $29.6M | 0.42% | 116,560 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $7.07B | 734 | 0001172661-26-003500 |
| 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 |
Filer Information
Address
55 EAST 52ND STREET23RD FLOOR
NEW YORK, NY 10055
Phone
(646) 264-2380
Filing Manager
Evercore Wealth Management, LLC
New York, NY
Signatory
Ruth Calaman
Chief Compliance Officer