Evercore Wealth Management, LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$6.8B
Holdings
420
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (420 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | VBVANGUARD INDEX FDS | 22,723 | $5.0M | 0.07% | |
| 102 | IWBISHARES TR | 14,110 | $5.0M | 0.07% | |
| 103 | AXPAMERICAN EXPRESS CO | 13,881 | $4.0M | 0.06% | |
| 104 | GSGOLDMAN SACHS GROUP INC | 5,197 | $4.0M | 0.06% | |
| 105 | CATCATERPILLAR INC | 8,956 | $4.0M | 0.06% | |
| 106 | ITWILLINOIS TOOL WKS INC | 21,447 | $4.0M | 0.06% | |
| 107 | ECLECOLAB INC | 20,811 | $4.0M | 0.06% | |
| 108 | DISDISNEY WALT CO | 37,560 | $4.0M | 0.06% | |
| 109 | DHRDANAHER CORPORATION | 22,087 | $4.0M | 0.06% | |
| 110 | AGGISHARES TR | 40,936 | $4.0M | 0.06% | |
| 111 | METAMETA PLATFORMS INC | 6,299 | $4.0M | 0.06% | |
| 112 | VVVANGUARD INDEX FDS | 14,100 | $4.0M | 0.06% | |
| 113 | ORLYOREILLY AUTOMOTIVE INC | 41,120 | $3.0M | 0.04% | |
| 114 | 4I1PHILIP MORRIS INTL INC | 25,927 | $3.0M | 0.04% | |
| 115 | VUGVANGUARD INDEX FDS | 10,202 | $3.0M | 0.04% | |
| 116 | EMREMERSON ELEC CO | 30,701 | $3.0M | 0.04% | |
| 117 | CSRCENTERSPACE | 46,534 | $3.0M | 0.04% | |
| 118 | RPMRPM INTL INC | 31,950 | $3.0M | 0.04% | |
| 119 | VOVANGUARD INDEX FDS | 13,564 | $3.0M | 0.04% | |
| 120 | WFCWELLS FARGO CO NEW | 38,475 | $3.0M | 0.04% | |
| 121 | TRVTRAVELERS COMPANIES INC | 10,547 | $3.0M | 0.04% | |
| 122 | GEGE AEROSPACE | 10,310 | $3.0M | 0.04% | |
| 123 | XLFSELECT SECTOR SPDR TR | 73,196 | $3.0M | 0.04% | |
| 124 | SPTMSPDR SERIES TRUST | 48,082 | $3.0M | 0.04% | |
| 125 | IJRISHARES TR | 33,492 | $3.0M | 0.04% | |
| 126 | UNPUNION PAC CORP | 19,803 | $3.0M | 0.04% | |
| 127 | NFLXNETFLIX INC | 36,561 | $3.0M | 0.04% | |
| 128 | IVEISHARES TR | 16,662 | $2.0M | 0.03% | |
| 129 | AAXJISHARES TR | 25,985 | $2.0M | 0.03% | |
| 130 | GEVGE VERNOVA INC | 3,446 | $2.0M | 0.03% | |
| 131 | LMTLOCKHEED MARTIN CORP | 4,558 | $2.0M | 0.03% | |
| 132 | AFLAFLAC INC | 26,556 | $2.0M | 0.03% | |
| 133 | XLCSELECT SECTOR SPDR TR | 19,510 | $2.0M | 0.03% | |
| 134 | AKREPROFESIONALLY MANAGED PORTFO | 36,155 | $2.0M | 0.03% | |
| 135 | MDTMEDTRONIC PLC | 25,784 | $2.0M | 0.03% | |
| 136 | XLYSELECT SECTOR SPDR TR | 24,996 | $2.0M | 0.03% | |
| 137 | HONHONEYWELL INTL INC | 17,333 | $2.0M | 0.03% | |
| 138 | IDXXIDEXX LABS INC | 4,974 | $2.0M | 0.03% | |
| 139 | CARRCARRIER GLOBAL CORPORATION | 49,043 | $2.0M | 0.03% | |
| 140 | IWRISHARES TR | 30,489 | $2.0M | 0.03% | |
| 141 | VGTVANGUARD WORLD FD | 3,175 | $2.0M | 0.03% | |
| 142 | PFEPFIZER INC | 107,037 | $2.0M | 0.03% | |
| 143 | DUKDUKE ENERGY CORP NEW | 24,587 | $2.0M | 0.03% | |
| 144 | ICEINTERCONTINENTAL EXCHANGE IN | 17,312 | $2.0M | 0.03% | |
| 145 | OTISOTIS WORLDWIDE CORP | 25,441 | $2.0M | 0.03% | |
| 146 | PHPARKER-HANNIFIN CORP | 2,941 | $2.0M | 0.03% | |
| 147 | NKENIKE INC | 42,399 | $2.0M | 0.03% | |
| 148 | IWDISHARES TR | 10,616 | $2.0M | 0.03% | |
| 149 | MTDMETTLER TOLEDO INTERNATIONAL | 2,190 | $2.0M | 0.03% | |
| 150 | OEFISHARES TR | 5,870 | $2.0M | 0.03% | |
| 151 | BACBANK AMERICA CORP | 50,459 | $2.0M | 0.03% | |
| 152 | QCOMQUALCOMM INC | 17,677 | $2.0M | 0.03% | |
| 153 | VIGVANGUARD SPECIALIZED FUNDS | 12,277 | $2.0M | 0.03% | |
| 154 | CHDCHURCH & DWIGHT CO INC | 33,666 | $2.0M | 0.03% | |
| 155 | PSXPHILLIPS 66 | 12,034 | $1.0M | 0.01% | |
| 156 | ENBENBRIDGE INC | 23,804 | $1.0M | 0.01% | |
| 157 | DOVDOVER CORP | 6,989 | $1.0M | 0.01% | |
| 158 | DBEFDBX ETF TR | 35,624 | $1.0M | 0.01% | |
| 159 | CMCSACOMCAST CORP NEW | 34,752 | $1.0M | 0.01% | |
| 160 | SONSONOCO PRODS CO | 35,330 | $1.0M | 0.01% | |
| 161 | CLCOLGATE PALMOLIVE CO | 26,134 | $1.0M | 0.01% | |
| 162 | YUMYUM BRANDS INC | 13,269 | $1.0M | 0.01% | |
| 163 | NXPINXP SEMICONDUCTORS N V | 7,074 | $1.0M | 0.01% | |
| 164 | SUSAISHARES TR | 13,512 | $1.0M | 0.01% | |
| 165 | SPGIS&P GLOBAL INC | 3,130 | $1.0M | 0.01% | |
| 166 | BWABORGWARNER INC | 36,221 | $1.0M | 0.01% | |
| 167 | IWVISHARES TR | 4,232 | $1.0M | 0.01% | |
| 168 | BNBROOKFIELD CORP | 39,497 | $1.0M | 0.01% | |
| 169 | GILDGILEAD SCIENCES INC | 10,975 | $1.0M | 0.01% | |
| 170 | GLWCORNING INC | 15,977 | $1.0M | 0.01% | |
| 171 | AQLTISHARES TR | 14,487 | $1.0M | 0.01% | |
| 172 | ETNEATON CORP PLC | 3,153 | $1.0M | 0.01% | |
| 173 | SYYSYSCO CORP | 21,760 | $1.0M | 0.01% | |
| 174 | SCHGSCHWAB STRATEGIC TR | 37,120 | $1.0M | 0.01% | |
| 175 | AYIACUITY INC | 4,865 | $1.0M | 0.01% | |
| 176 | MARMARRIOTT INTL INC NEW | 5,725 | $1.0M | 0.01% | |
| 177 | INTCINTEL CORP | 36,109 | $1.0M | 0.01% | |
| 178 | AQLTISHARES TR | 19,611 | $1.0M | 0.01% | |
| 179 | SEISOLARIS ENERGY INFRAS INC | 25,000 | $1.0M | 0.01% | |
| 180 | BMYBRISTOL-MYERS SQUIBB CO | 22,296 | $1.0M | 0.01% | |
| 181 | USBUS BANCORP DEL | 23,416 | $1.0M | 0.01% | |
| 182 | BABOEING CO | 11,542 | $1.0M | 0.01% | |
| 183 | AMDADVANCED MICRO DEVICES INC | 6,697 | $1.0M | 0.01% | |
| 184 | DYHTARGET CORP | 17,615 | $1.0M | 0.01% | |
| 185 | XLISELECT SECTOR SPDR TR | 14,192 | $1.0M | 0.01% | |
| 186 | MUMICRON TECHNOLOGY INC | 3,834 | $1.0M | 0.01% | |
| 187 | HDVISHARES TR | 14,537 | $1.0M | 0.01% | |
| 188 | XLFISELECT SECTOR SPDR TR | 22,771 | $1.0M | 0.01% | |
| 189 | MRSHMARSH & MCLENNAN COS INC | 8,044 | $1.0M | 0.01% | |
| 190 | SLVISHARES SILVER TR | 32,058 | $1.0M | 0.01% | |
| 191 | IEMGISHARES INC | 21,488 | $1.0M | 0.01% | |
| 192 | MMM3M CO | 12,195 | $1.0M | 0.01% | |
| 193 | PRFZINVESCO EXCHANGE TRADED FD T | 31,160 | $1.0M | 0.01% | |
| 194 | JJACOBS SOLUTIONS INC | 8,786 | $1.0M | 0.01% | |
| 195 | COPCONOCOPHILLIPS | 11,828 | $1.0M | 0.01% | |
| 196 | XLESELECT SECTOR SPDR TR | 33,615 | $1.0M | 0.01% | |
| 197 | PWVINVESCO EXCHANGE TRADED FD T | 17,782 | $1.0M | 0.01% | |
| 198 | ZTSZOETIS INC | 11,438 | $1.0M | 0.01% | |
| 199 | KMIKINDER MORGAN INC DEL | 53,090 | $1.0M | 0.01% | |
| 200 | WMWASTE MGMT INC DEL | 6,990 | $1.0M | 0.01% |