Evercore Wealth Management, LLC

CIK

1482689

Location

New York, NY

Portfolio Value

Mid $6,548,789,202

Diversification

Diversified

Filing Date

Global Rank

#615 / 8,700 ▲ 51

Top Industry

Internet Content & Information 9.8%

Period ended 3 months ago

Filed Aug 14, 2026 · 31d

26 quarters · since Mar 2020

Portfolio Concentration

339 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.1%

+0.8 pts

Top 5

29.7%

+2.1 pts

Top 10

45.3%

+3.2 pts

HHI

312

Diversified+33

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	26.8%	$1,757,443,197	47
Financial Services	20.1%	$1,316,056,031	68
Consumer Cyclical	15.8%	$1,033,816,435	27
Communication Services	9.5%	$618,983,684	9
Industrials	7.4%	$485,009,224	55
Unclassified	4.9%	$319,816,757	21
Healthcare	4.8%	$314,793,863	38
Energy	4.8%	$314,439,273	19
Real Estate	2.6%	$169,053,140	10
Consumer Defensive	2.3%	$150,474,997	20
Basic Materials	0.7%	$45,425,764	14
Utilities	0.4%	$23,476,837	11

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NOW	ServiceNow, Inc.	+584,037	589,067	$58,482,571
APH	Amphenol Corp /De/	+501,011	556,817	$196,355,946
AVGO	Broadcom Inc.	+214,466	246,351	$93,059,090
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
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
BXSL	Blackstone Secured Lending Fund	+25,647	50,297	$1,192,541
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
TWLV	Twelve Seas Investment Co III/Cayman	+13,610	27,220	$135,963
IAU	Ishares Gold Trust	+7,332	627,964	$47,417,560
KLAC	Kla Corp	+6,040	6,720	$2,027,491
BKNG	Booking Holdings Inc.	+4,368	4,550	$810,992
BX	Blackstone Inc.	+3,504	1,349,169	$158,756,715
FRMI	Fermi Inc.	+2,000	42,000	$384,720
NEE	Nextera Energy Inc	+1,557	176,414	$15,483,855
COF	Capital One Financial Corp	+1,000	3,362	$674,484
TECH	BIO-TECHNE Corp	+953	6,160	$435,203
SPY	Spdr S&P 500 ETF Trust	+527	116,201	$86,775,420
GE	General Electric Co	+512	10,784	$4,030,303
ATR	Aptargroup, Inc.	+500	10,860	$1,359,672
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−823,914	25,985	$3,100,790
VEU	Vanguard FTSE All-World Ex-US ETF	−224,142	735,314	$61,582,546
VIK	Viking Holdings Ltd	−207,181	1,465,035	$153,345,212
ADBE	Adobe Inc.	−189,527	13,346	$2,736,196
VB	Vanguard Morningstar Small-Cap ETF	−188,221	23,028	$6,980,247
AMT	American Tower Corp /Ma/	−160,443	185,707	$30,376,092
ARCC	Ares Capital Corp	−113,705	3,007,303	$55,725,323
GOOGL	Alphabet Inc.	−108,174	1,493,259	$530,352,122
MS	Morgan Stanley	−89,225	1,088,168	$227,470,637
PCT	PureCycle Technologies, Inc.	−80,000	20,000	$162,200
STT	State Street Corp	−71,496	3,545	$601,232
ACN	Accenture plc	−44,116	52,865	$6,578,520
CROX	Crocs, Inc.	−43,289	594,858	$71,763,668
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
—		−13,954	34,626	$1,760,039
TJX	Tjx Companies Inc /De/	−13,431	258,499	$39,162,598
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
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
SLG	Sl Green Realty Corp	3,972	$205,630
SJM	J M SMUCKER Co	1,780	$200,250
APMC	AmperCap Acquisition Co	13,850	$136,976
MTAL	Metals Acquisition Corp. II	12,630	$128,194
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	1,354,054	$142,260,602
JA	Janus Henderson AA-A CLO ETF	775,551	$39,064,502
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	190,869	$23,020,254
ABI	VictoryShares Pioneer Asset-Based Income ETF	75,993	$12,243,709
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	62,463	$6,158,169
—		30,924	$3,130,788
CVY	Invesco Zacks Multi-Asset Income ETF	48,942	$2,668,892
FNDA	Schwab Fundamental U.S. Small Company ETF	66,192	$2,033,943
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	35,624	$1,759,825
AFK	VanEck Africa Index ETF	13,232	$1,440,460
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	6,304	$1,284,692
BKF	iShares MSCI BIC ETF	20,794	$1,259,140
DCOR	Dimensional US Core Equity 1 ETF	35,182	$1,244,922
—		7,555	$560,089
EDV	Vanguard World Funds Extended Duration ETF	3,963	$491,503
WTM	White Mountains Insurance Group Ltd	200	$439,392
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	6,785	$339,182
VIGI	Vanguard International Dividend Appreciation ETF	2,223	$329,226
AIEQ	Amplify AI Powered Equity ETF	4,360	$327,392
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	5,071	$253,295
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
BNDW	Vanguard Total World Bond ETF	1,986	$217,844
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

339 tracked positions · $6,548,789,202 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 339 positions by value · page 1 of 7

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	1,493,259	-108,174	$530,352,122	+15.3%	8.10%
NVDA	Nvidia Corp Technology	Reduced	2,151,462	-31,467	$430,486,030	+13.1%	6.57%
AAPL	Apple Inc. Technology	Reduced	1,474,930	-29,408	$426,785,743	+11.8%	6.52%
MSFT	Microsoft Corp Technology	Reduced	783,550	-651	$292,279,820	+0.7%	4.46%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,113,972	-8,215	$265,504,085	+13.6%	4.05%
MS	Morgan Stanley Financial Services	Reduced	1,088,168	-89,225	$227,470,637	+17.4%	3.47%
FIX	Comfort Systems USA Inc Industrials	Reduced	112,392	-21,916	$222,755,323	+20.3%	3.40%
MA	Mastercard Inc Financial Services	Reduced	389,561	-2,501	$200,078,529	+2.1%	3.06%
APH	Amphenol Corp /De/ Technology	Added	556,817	+501,011	$196,355,946	+1292.4%	3.00%
WMB	Williams Companies, Inc. Energy	Reduced	2,347,956	-22,678	$174,547,047	+1.2%	2.67%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	519,610	-12,523	$170,083,940	+8.7%	2.60%
AZO	Autozone Inc Consumer Cyclical	Added	51,587	+162	$164,868,950	−5.1%	2.52%
BX	Blackstone Inc. Financial Services	Added	1,349,169	+3,504	$158,756,715	+2.6%	2.42%
VIK	Viking Holdings Ltd Consumer Cyclical	Reduced	1,465,035	-207,181	$153,345,212	+24.8%	2.34%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	429,314	-2,885	$151,410,461	+6.5%	2.31%
CB	Chubb Ltd Financial Services	Reduced	416,081	-4,489	$141,775,439	+3.4%	2.16%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	251,512	-6,157	$134,085,934	+2.1%	2.05%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	265,163	-1,590	$132,942,120	+1.4%	2.03%
CBRE	Cbre Group, Inc. Real Estate	Reduced	982,835	-4,246	$132,378,044	−1.0%	2.02%
GNRC	Generac Holdings Inc. Industrials	Reduced	370,495	-15,654	$108,484,639	+43.8%	1.66%
SN	SharkNinja, Inc. Consumer Cyclical	Added	707,286	+36,875	$107,698,437	+51.7%	1.64%
BLK	BlackRock, Inc. Financial Services	Reduced	105,813	-357	$101,745,547	−0.4%	1.55%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	99,506	-613	$93,084,877	−6.7%	1.42%
AVGO	Broadcom Inc. Technology	Added	246,351	+214,466	$93,059,090	+843.0%	1.42%
UBER	Uber Technologies, Inc Technology	Added	1,219,547	+63,515	$88,002,510	+5.8%	1.34%
SPY	Spdr S&P 500 ETF Trust	Added	116,201	+527	$86,775,420	+15.4%	1.33%
SPOT	Spotify Technology S.A. Communication Services	Added	168,103	+16,721	$77,181,129	+5.1%	1.18%
EOG	Eog Resources Inc Energy	Added	583,553	+34,350	$75,704,330	−4.7%	1.16%
CROX	Crocs, Inc. Consumer Cyclical	Reduced	594,858	-43,289	$71,763,668	+35.5%	1.10%
BLDR	Builders FirstSource, Inc. Industrials	Reduced	769,146	-33,572	$68,823,182	+4.1%	1.05%
PGR	Progressive Corp/Oh/ Financial Services	Reduced	308,477	-8,893	$67,386,799	+7.1%	1.03%
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	735,314	-224,142	$61,582,546	−11.5%	0.94%
NOW	ServiceNow, Inc. Technology	Added	589,067	+584,037	$58,482,571	+11020.8%	0.89%
ARCC	Ares Capital Corp Financial Services	Reduced	3,007,303	-113,705	$55,725,323	−0.9%	0.85%
IAU	Ishares Gold Trust	Added	627,964	+7,332	$47,417,560	−13.3%	0.72%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	258,499	-13,431	$39,162,598	−9.8%	0.60%
GLDM	World Gold Trust	Added	438,275	+43,406	$34,807,799	−4.9%	0.53%
JNJ	Johnson & Johnson Healthcare	Reduced	130,109	-3,013	$33,043,781	+1.5%	0.50%
SHW	Sherwin Williams Co Basic Materials	Reduced	92,530	-2,952	$31,859,929	+4.1%	0.49%
LLY	ELI LILLY & Co Healthcare	Reduced	25,798	-1,256	$30,942,896	+24.4%	0.47%
AMT	American Tower Corp /Ma/ Real Estate	Reduced	185,707	-160,443	$30,376,092	−49.2%	0.46%
CASY	Caseys General Stores Inc Consumer Cyclical	NEW	37,619	NEW	$29,899,204	NEW	0.46%
UNH	Unitedhealth Group Inc Healthcare	Reduced	68,844	-15,816	$28,613,631	+24.9%	0.44%
GLD	Spdr Gold Trust	Reduced	70,320	-2,010	$25,904,481	−16.8%	0.40%
CVX	Chevron Corp Energy	Reduced	142,452	-2,053	$23,612,842	−21.0%	0.36%
VEA	Vanguard FTSE Developed Markets ETF	Added	294,405	+54,151	$20,976,355	+36.3%	0.32%
ABBV	AbbVie Inc. Healthcare	Reduced	79,804	-2,075	$20,081,878	+12.8%	0.31%
CSCO	Cisco Systems, Inc. Technology	Reduced	170,027	-5,202	$19,971,371	+46.9%	0.30%
IBM	International Business Machines Corp Technology	Reduced	60,517	-2,284	$17,017,984	+11.8%	0.26%
AMAT	Applied Materials Inc /De Technology	Reduced	22,684	-757	$16,400,532	+104.7%	0.25%

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.