Evercore Wealth Management, LLC
CIK: 0001482689Latest portfolio: $6.8B · Q4 2025
Holdings
420
Total Value
$6.8B
New Positions
24
Closed Positions
18
Top Holdings
View All 420 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 1,576,554 | $427.0M | 6.26% | -42,757 | |
| 2 | NVDANVIDIA CORPORATION | 2,264,901 | $422.0M | 6.18% | -73,632 | |
| 3 | MSFTMICROSOFT CORP | 811,533 | $391.0M | 5.73% | -7,862 | |
| 4 | GOOGALPHABET INC | 953,003 | $297.0M | 4.35% | -24,182 | |
| 5 | AMZNAMAZON COM INC | 1,144,774 | $263.0M | 3.85% | -7,477 | |
| 6 | GOOGLALPHABET INC | 751,368 | $234.0M | 3.43% | -15,303 | |
| 7 | MAMASTERCARD INCORPORATED | 399,179 | $227.0M | 3.33% | -6,348 | |
| 8 | DWDMORGAN STANLEY | 1,216,602 | $214.0M | 3.14% | -27,530 | |
| 9 | BXBLACKSTONE INC | 1,317,092 | $202.0M | 2.96% | -16,559 | |
| 10 | JPMJPMORGAN CHASE & CO. | 586,994 | $187.0M | 2.74% | -4,016 | |
| 11 | AZOAUTOZONE INC | 51,961 | $175.0M | 2.56% | +371 | |
| 12 | TMOTHERMO FISHER SCIENTIFIC INC | 274,755 | $158.0M | 2.32% | -5,543 | |
| 13 | CBRECBRE GROUP INC | 997,000 | $158.0M | 2.32% | -26,385 | |
| 14 | HDHOME DEPOT INC | 440,318 | $150.0M | 2.20% | -4,762 | |
| 15 | WMBWILLIAMS COS INC | 2,459,053 | $146.0M | 2.14% | -39,165 | |
| 16 | FIXCOMFORT SYS USA INC | 155,237 | $143.0M | 2.10% | -4,043 | |
| 17 | CBCHUBB LIMITED | 429,476 | $133.0M | 1.95% | -7,133 | |
| 18 | BRK/BBERKSHIRE HATHAWAY INC DEL | 266,447 | $132.0M | 1.93% | -1,878 | |
| 19 | VIKVIKING HOLDINGS LTD | 1,657,751 | $117.0M | 1.71% | -23,255 | |
| 20 | BLKBLACKROCK INC | 108,567 | $115.0M | 1.69% | -969 | |
| 21 | DLNWISDOMTREE TR | 1,033,859 | $90.0M | 1.32% | -16,552 | |
| 22 | UBERUBER TECHNOLOGIES INC | 1,087,599 | $87.0M | 1.27% | -22,149 | |
| 23 | COSTCOSTCO WHSL CORP NEW | 101,236 | $86.0M | 1.26% | -506 | |
| 24 | BLDRBUILDERS FIRSTSOURCE INC | 819,418 | $83.0M | 1.22% | -50,670 | |
| 25 | SPYSPDR S&P 500 ETF TR | 116,548 | $78.0M | 1.14% | +653 |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($4.2700042200039104e+144T)
Industrials0.0% ($1.4300083000520003e+113T)
Healthcare0.0% ($1.5800036000350003e+94T)
Consumer Cyclical0.0% ($2.6300017500015e+80T)
Unknown0.0% ($2.1400013200049e+56T)
Energy0.0% ($1.460005700022001e+44T)
Consumer Defensive0.0% ($8.600013000900081e+32T)
Communication Services0.0% ($2.970002340004e+21T)
Basic Materials0.0% ($3100040003000.0T)
Utilities0.0% ($1200020002000.0T)
Real Estate0.0% ($158000610003.0T)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 17, 2026 | $6.8B | 737 |
| Q3 2025 | Nov 14, 2025 | $6.8T | 733 |
| Q2 2025 | Aug 14, 2025 | $6.4T | 722 |
| Q1 2025 | May 15, 2025 | $6.2T | 728 |
| Q4 2024 | Feb 14, 2025 | $6.7T | 744 |
| Q3 2024 | Nov 14, 2024 | $6667.1T | 737 |
| Q2 2024 | Aug 14, 2024 | $6353.2T | 728 |
| Q1 2024 | May 15, 2024 | $6379.5T | 740 |
| Q4 2023 | Feb 14, 2024 | $5964.1T | 743 |
| Q3 2023 | Nov 14, 2023 | $5341.6T | 709 |
| Q2 2023 | Aug 4, 2023 | $5452.2T | 713 |
| Q1 2023 | May 15, 2023 | $5016.1T | 710 |
| Q4 2022 | Feb 14, 2023 | $4771.8T | 695 |
| Q3 2022 | Nov 14, 2022 | $4.4T | 673 |
| Q2 2022 | Aug 15, 2022 | $4.7T | 693 |
| Q1 2022 | May 16, 2022 | $5.7T | 738 |
| Q4 2021 | Feb 14, 2022 | $6.1T | 729 |
| Q3 2021 | Nov 15, 2021 | $5.5T | 733 |
| Q2 2021 | Aug 16, 2021 | $5.5T | 742 |
| Q1 2021 | May 17, 2021 | $5.0T | 755 |
| Q4 2020 | Feb 16, 2021 | $4.6T | 751 |
| Q3 2020 | Nov 16, 2020 | $4.1T | 699 |
| Q2 2020 | Aug 13, 2020 | $3.7T | 703 |
| Q1 2020 | May 14, 2020 | $3.0T | 690 |
| Q4 2019 | Feb 13, 2020 | $3.7T | 741 |
| Q3 2019 | Nov 14, 2019 | $3.4T | 732 |
| Q2 2019 | Aug 13, 2019 | $3.3T | 753 |
| Q1 2019 | May 14, 2019 | $3.1T | 760 |
| Q4 2018 | Feb 13, 2019 | $2.6T | 618 |
| Q3 2018 | Nov 13, 2018 | $3.1T | 583 |
| Q2 2018 | Aug 14, 2018 | $2.9T | 559 |
| Q1 2018 | May 15, 2018 | $2.6T | 586 |
| Q4 2017 | Feb 13, 2018 | $2.7T | 1,267 |
| Q3 2017 | Nov 13, 2017 | $2.6T | 1,264 |
| Q2 2017 | Aug 11, 2017 | $2.6T | 1,339 |
| Q1 2017 | May 15, 2017 | $2.6T | 1,345 |
| Q4 2016 | Feb 8, 2017 | $2.4T | 1,479 |
| Q3 2016 | Nov 10, 2016 | $2.4T | 1,389 |
| Q2 2016 | Aug 1, 2016 | $2.2T | 1,287 |
| Q1 2016 | May 2, 2016 | $2.3T | 1,325 |
Fund Information
Evercore Wealth Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $6.8B across 420 holdings. The largest position is APPLE INC (AAPL), representing 6.3% of the portfolio. Compared to the previous quarter, the fund opened 26 new positions and closed 19 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.