Evercore Wealth Management, LLC
Registered adviserFiling Date
Global Rank
#692
/ 8,819
▼ 26
Top Industry
Internet Content & Information
10.0%
Period ended 4 months ago
Filed Aug 14, 2026 · 3mo
26 quarters · since Mar 2020
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Holder type
Registered adviser
Form ADV roster, Oct 1, 2026
Regulatory AUM
$15,515,905,140
Main clients
Individuals and high net worth
(90% of AUM)
Private funds
1 fund
· Private equity funds
Focus by fund count, roster of Oct 1, 2026
$47,000,000 gross assets
Registered funds advised
1 series
(0 index, 0 ETFs)
$485,766,899 net assets· N-CEN Dec 31, 2025
LEI
529900P6KLPT95DW3W58
Form ADV history
Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $15,515,905,140 | Individuals and high net worth (90%) |
| Apr 2025 to Mar 2026 | $13,898,597,233 | Individuals and high net worth (89%) |
| Apr 2024 to Mar 2025 | $12,271,567,390 | Individuals and high net worth (89%) |
| May 2023 to Mar 2024 | $10,537,120,809 | Individuals and high net worth (90%) |
| Apr 2023 | $10,537,120,809 | Individuals and high net worth (90%) |
| Apr 2022 to Mar 2023 | $12,183,590,249 | Individuals and high net worth (89%) |
3 earlier changes not shown.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Style
Diversified active
Top 10 weight 41.8%, 35.9 effective positions, active share 56.0% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests
Turnover
Low turnover
12.2% over the last four quarters (under 30%)
Horizon
Long horizon
Value-weighted holding period 22.7 quarters (12+), a floor since 78.1% of the book was already held when coverage starts
Closest benchmark: the S&P 500 as of 2026-06-30, active share 56.0%; sector active share 17.3% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
432 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
7.5%
+0.3 pts
Top 5
27.5%
+0.1 pts
Top 10
41.8%
−0.1 pts
HHI
278
Diversified+0
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 23.5% | $1,659,265,223 |
| Financial Services | 18.7% | $1,320,378,488 |
| Consumer Cyclical | 14.6% | $1,033,816,435 |
| Unclassified | 13.2% | $932,579,887 |
| Communication Services | 8.8% | $618,983,684 |
| Industrials | 6.9% | $485,270,399 |
| Healthcare | 4.5% | $314,793,863 |
| Energy | 4.4% | $314,439,273 |
| Real Estate | 2.4% | $169,053,140 |
| Consumer Defensive | 2.1% | $150,474,997 |
| Basic Materials | 0.6% | $45,425,764 |
| Utilities | 0.3% | $23,476,837 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NOW | ServiceNow, Inc. | +584,037 | 589,067 | $58,482,571 | |
| APH | Amphenol Corp | +501,011 | 556,817 | $98,177,972 | |
| AVGO | Broadcom Inc. | +214,466 | 246,351 | $93,059,090 | |
| IWF | iShares Russell 1000 Growth ETF | +170,657 | 230,399 | $28,608,643 | |
| VEU | Vanguard International Equity Index Funds | +134,150 | 735,314 | $61,582,546 | |
| JAAA | Janus Henderson AAA CLO ETF | +107,943 | 883,494 | $44,607,610 | |
| BHST | Bioharvest Sciences Inc. | +76,873 | 216,343 | $618,740 | |
| UBER | Uber Technologies, Inc | +63,515 | 1,219,547 | $88,002,510 | |
| VEA | Vanguard FTSE Developed Markets ETF | +54,151 | 294,405 | $20,976,355 | |
| VUG | VANGUARD GROWTH INDEX FUND | +51,683 | 61,885 | $5,330,773 | |
| — | +48,193 | 58,960 | $1,616,093 | ||
| VO | VANGUARD MID-CAP INDEX FUND | +46,374 | 61,832 | $4,981,804 | |
| GLDM | World Gold Trust | +43,406 | 438,275 | $34,807,799 | |
| SN | SharkNinja, Inc. | +36,875 | 707,286 | $107,698,437 | |
| EOG | Eog Resources Inc | +34,350 | 583,553 | $75,704,330 | |
| XLE | State Street(R) Energy Select Sector SPDR(R) ETF | +29,606 | 63,004 | $3,346,142 | |
| BXSL | Blackstone Secured Lending Fund | +25,647 | 50,297 | $1,192,541 | |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | +22,225 | 25,400 | $3,035,808 | |
| VOO | VANGUARD 500 INDEX FUND | +20,657 | 146,121 | $100,357,363 | |
| MPLX | Mplx LP | +20,000 | 152,053 | $8,565,145 | |
| SPOT | Spotify Technology S.A. | +16,721 | 168,103 | $77,181,129 | |
| IBIT | iShares Bitcoin Trust ETF | +14,684 | 165,515 | $5,509,993 | |
| SPTM | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF | +14,023 | 66,631 | $6,049,427 | |
| RSP | Victory Portfolios II | +12,592 | 71,112 | $15,130,498 | |
| IAU | Ishares Gold Trust | +7,332 | 627,964 | $47,417,560 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VIK | Viking Holdings Ltd | −207,181 | 1,465,035 | $153,345,212 | |
| ADBE | Adobe Inc. | −189,527 | 13,346 | $2,736,196 | |
| AMT | American Tower Corp | −160,443 | 185,707 | $30,376,092 | |
| ARCC | Ares Capital Corp | −113,705 | 3,007,303 | $55,725,323 | |
| MS | Morgan Stanley | −89,225 | 1,088,168 | $227,470,637 | |
| PCT | PureCycle Technologies, Inc. | −80,000 | 20,000 | $162,200 | |
| GOOG | Alphabet Inc. | −72,117 | 815,308 | $288,072,774 | |
| ACN | Accenture plc | −44,116 | 52,865 | $6,578,520 | |
| CROX | Crocs, Inc. | −43,289 | 594,858 | $71,763,668 | |
| GOOGL | Alphabet Inc. | −36,057 | 677,951 | $242,279,348 | |
| BLDR | Builders FirstSource, Inc. | −33,572 | 769,146 | $68,823,182 | |
| NVDA | Nvidia Corp | −31,467 | 2,151,462 | $430,486,030 | |
| AAPL | Apple Inc. | −29,408 | 1,474,930 | $426,785,743 | |
| ABT | Abbott Laboratories | −28,786 | 59,037 | $5,357,017 | |
| MELI | Mercadolibre Inc | −23,338 | 3,263 | $5,538,582 | |
| WMB | Williams Companies, Inc. | −22,678 | 2,347,956 | $174,547,047 | |
| FIX | Comfort Systems USA Inc | −21,916 | 112,392 | $222,755,323 | |
| NKE | NIKE, Inc. | −16,250 | 21,521 | $883,437 | |
| UNH | Unitedhealth Group Inc | −15,816 | 68,844 | $28,613,631 | |
| GNRC | Generac Holdings Inc. | −15,654 | 370,495 | $108,484,639 | |
| TJX | Tjx Companies Inc | −13,431 | 258,499 | $39,162,598 | |
| JPM | Jpmorgan Chase & Co | −12,523 | 519,610 | $170,083,940 | |
| DLN | WisdomTree U.S. LargeCap Dividend Fund | −10,966 | 1,035,464 | $99,735,892 | |
| IMXI | International Money Express, Inc. | −10,280 | 16,228 | $234,494 | |
| BN | BROOKFIELD Corp | −9,710 | 15,037 | $640,425 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CASY | Caseys General Stores Inc | 37,619 | $29,899,204 | |
| LEU | Centrus Energy Corp | 13,230 | $2,220,920 | |
| HONA | Honeywell Aerospace Inc. | 8,295 | $1,833,858 | |
| GLNG | Golar Lng Ltd | 10,000 | $498,400 | |
| PAA | Plains All American Pipeline LP | 20,000 | $445,200 | |
| BXDC | Blackstone Digital Infrastructure Trust Inc. | 20,000 | $432,600 | |
| SPCX | Space Exploration Technologies Corp | 2,191 | $374,354 | |
| CMS | Cms Energy Corp | 3,600 | $275,400 | |
| BETA | BETA Technologies, Inc. | 15,691 | $262,824 | |
| BE | Bloom Energy Corp | 835 | $252,754 | |
| CRWD | CrowdStrike Holdings, Inc. | 330 | $251,836 | |
| HPE | Hewlett Packard Enterprise Co | 5,564 | $250,992 | |
| WLY | John Wiley & Sons, Inc. | 5,060 | $245,460 | |
| ECPG | Encore Capital Group Inc | 2,500 | $233,225 | |
| MNST | Monster Beverage Corp | 2,400 | $230,688 | |
| BWA | Borgwarner Inc | 3,406 | $226,158 | |
| RY | Royal Bank Of Canada | 1,076 | $222,699 | |
| A | Agilent Technologies, Inc. | 1,663 | $220,896 | |
| ELV | Elevance Health, Inc. | 556 | $215,021 | |
| WRB | Berkley W R Corp | 3,006 | $212,012 | |
| GAM | General American Investors Co Inc | 3,313 | $211,203 | |
| — | 2,318 | $208,272 | ||
| SLG | Sl Green Realty Corp | 3,972 | $205,630 | |
| CWB | State Street(R) SPDR(R) Bloomberg Convertible Securities ETF | 1,882 | $202,917 | |
| IYW | iShares, Inc. | 800 | $201,784 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
18 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| WTM | White Mountains Insurance Group Ltd | 200 | $439,392 | |
| — | 1,586 | $288,381 | ||
| — | 3,465 | $261,919 | ||
| FXI | iShares China Large-Cap ETF | 7,000 | $251,300 | |
| KR | Kroger Co | 3,257 | $235,676 | |
| BAM | Brookfield Asset Management Ltd. | 5,136 | $228,295 | |
| PNR | PENTAIR plc | 2,577 | $224,482 | |
| FDX | Fedex Corp | 616 | $219,406 | |
| EMN | Eastman Chemical Co | 2,805 | $214,077 | |
| GIS | General Mills Inc | 5,669 | $210,999 | |
| CE | Celanese Corp | 3,195 | $210,135 | |
| ETH | Grayscale Ethereum Staking Mini ETF | 10,550 | $209,523 | |
| OKE | Oneok Inc | 2,292 | $207,173 | |
| ALF | Centurion Acquisition Corp. | 15,400 | $165,704 | |
| — | 14,300 | $157,157 | ||
| TWLVU | Twelve Seas Investment Co III | 13,610 | $136,236 | |
| SOUN | Soundhound Ai, Inc. | 13,200 | $90,684 | |
| AUR | Aurora Innovation, Inc. | 12,000 | $49,440 | |
| No positions match the current search. | ||||
432 tracked positions ·
$7,067,957,990 total
· filing declares
734 positions · $7,068,127,340
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 432 positions by value
· page 1 of 9
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 2,151,462 | $430,486,030 | 6.09% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 1,474,930 | $426,785,743 | 6.04% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 783,550 | $292,279,820 | 4.14% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 815,308 | $288,072,774 | 4.08% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 1,113,972 | $265,504,085 | 3.76% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 677,951 | $242,279,348 | 3.43% | |
| MS |
Morgan Stanley
Financial Services
|
Reduced | 1,088,168 | $227,470,637 | 3.22% | |
| FIX |
Comfort Systems USA Inc
Industrials
|
Reduced | 112,392 | $222,755,323 | 3.15% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 389,561 | $200,078,529 | 2.83% | |
| WMB |
Williams Companies, Inc.
Energy
|
Reduced | 2,347,956 | $174,547,047 | 2.47% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 519,610 | $170,083,940 | 2.41% | |
| AZO |
Autozone Inc
Consumer Cyclical
|
Added | 51,587 | $164,868,950 | 2.33% | |
| BX |
Blackstone Inc.
Financial Services
|
Added | 1,349,169 | $158,756,715 | 2.25% | |
| VIK |
Viking Holdings Ltd
Consumer Cyclical
|
Reduced | 1,465,035 | $153,345,212 | 2.17% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 429,314 | $151,410,461 | 2.14% | |
| CB |
Chubb Ltd
Financial Services
|
Reduced | 416,081 | $141,775,439 | 2.01% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 265,163 | $132,942,120 | 1.88% | |
| CBRE |
Cbre Group, Inc.
Real Estate
|
Reduced | 982,835 | $132,378,044 | 1.87% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 251,501 | $125,848,584 | 1.78% | |
| GNRC |
Generac Holdings Inc.
Industrials
|
Reduced | 370,495 | $108,484,639 | 1.53% | |
| SN |
SharkNinja, Inc.
Consumer Cyclical
|
Added | 707,286 | $107,698,437 | 1.52% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Reduced | 105,813 | $101,745,547 | 1.44% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 146,121 | $100,357,363 | 1.42% | |
| DLN |
WisdomTree U.S. LargeCap Dividend Fund
|
Reduced | 1,035,464 | $99,735,892 | 1.41% | |
| APH |
Amphenol Corp
Technology
|
Added | 556,817 | $98,177,972 | 1.39% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Reduced | 99,506 | $93,084,877 | 1.32% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 246,351 | $93,059,090 | 1.32% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 1,219,547 | $88,002,510 | 1.25% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 116,201 | $86,775,420 | 1.23% | |
| SPOT |
Spotify Technology S.A.
Communication Services
|
Added | 168,103 | $77,181,129 | 1.09% | |
| EOG |
Eog Resources Inc
Energy
|
Added | 583,553 | $75,704,330 | 1.07% | |
| CROX |
Crocs, Inc.
Consumer Cyclical
|
Reduced | 594,858 | $71,763,668 | 1.02% | |
| BLDR |
Builders FirstSource, Inc.
Industrials
|
Reduced | 769,146 | $68,823,182 | 0.97% | |
| PGR |
Progressive Corp
Financial Services
|
Reduced | 308,477 | $67,386,799 | 0.95% | |
| VEU |
Vanguard International Equity Index Funds
|
Added | 735,314 | $61,582,546 | 0.87% | |
| IVV |
iShares Core S&P 500 ETF
|
Added | 80,729 | $60,457,140 | 0.86% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 589,067 | $58,482,571 | 0.83% | |
| ARCC |
Ares Capital Corp
Financial Services
|
Reduced | 3,007,303 | $55,725,323 | 0.79% | |
| DXJ |
WisdomTree Japan Hedged Equity Fund
|
Added | 310,765 | $53,923,941 | 0.76% | |
| IAU |
Ishares Gold Trust
|
Added | 627,964 | $47,417,560 | 0.67% | |
| JAAA |
Janus Henderson AAA CLO ETF
|
Added | 883,494 | $44,607,610 | 0.63% | |
| TJX |
Tjx Companies Inc
Consumer Cyclical
|
Reduced | 258,499 | $39,162,598 | 0.55% | |
| GLDM |
World Gold Trust
|
Added | 438,275 | $34,807,799 | 0.49% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 130,109 | $33,043,781 | 0.47% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Reduced | 92,530 | $31,859,929 | 0.45% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 25,798 | $30,942,896 | 0.44% | |
| AMT |
American Tower Corp
Real Estate
|
Reduced | 185,707 | $30,376,092 | 0.43% | |
| CASY |
Caseys General Stores Inc
Consumer Cyclical
|
NEW | 37,619 | $29,899,204 | 0.42% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 68,844 | $28,613,631 | 0.40% | |
| IWF |
iShares Russell 1000 Growth ETF
|
Added | 230,399 | $28,608,643 | 0.40% |
Showing the top 50 of 432 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.