Evercore Wealth Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$6.36B
Q ending 2026-03-31
Prior quarter
$6.82B
Q ending 2025-12-31
Change
-6.8% QoQ · +2.2% YoY
Positions
418
reported holdings
Largest positions
Top 100 of 418 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $381.8M | 1.5M |
| Nvidia Corporation | NVDA | Shares | $380.7M | 2.2M |
| Microsoft Corp | MSFT | Shares | $290.3M | 784K |
| Alphabet Inc | GOOG | Shares | $254.6M | 887K |
| Amazon Com Inc | AMZN | Shares | $233.7M | 1.1M |
| Alphabet Inc | GOOGL | Shares | $205.3M | 714K |
| Mastercard Incorporated | MA | Shares | $195.9M | 392K |
| Morgan Stanley | MS | Shares | $193.8M | 1.2M |
| Comfort Sys Usa Inc | FIX | Shares | $185.2M | 134K |
| Autozone Inc | AZO | Shares | $173.7M | 51K |
| Williams Cos Inc | WMB | Shares | $172.5M | 2.4M |
| Jpmorgan Chase & Co | JPM | Shares | $156.5M | 532K |
| Blackstone Inc | BX | Shares | $154.7M | 1.3M |
| Home Depot Inc | HD | Shares | $142.1M | 432K |
| Chubb Ltd Switz | Shares | $137.1M | 421K | |
| Cbre Group Inc | CBRE | Shares | $133.7M | 987K |
| Thermo Fisher Scientific Inc | TMO | Shares | $131.1M | 267K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $123.5M | 258K |
| Viking Holdings Ltd | Shares | $122.9M | 1.7M | |
| Blackrock Inc | BLK | Shares | $102.1M | 106K |
| Costco Wholesale Corporation | COST | Shares | $99.8M | 100K |
| Wisdomtree Tr | DLN | Shares | $93.5M | 1.0M |
| Uber Technologies Inc | UBER | Shares | $83.2M | 1.2M |
| Eog Res Inc | EOG | Shares | $79.4M | 549K |
| Generac Hldgs Inc | GNRC | Shares | $75.4M | 386K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $75.2M | 116K |
| Vanguard Index Fds | VOO | Shares | $75.0M | 125K |
| Spotify Technology S A | Shares | $73.4M | 151K | |
| Sharkninja Inc | Shares | $71.0M | 670K | |
| Builders Firstsource Inc | BLDR | Shares | $66.1M | 803K |
| Progressive Corp | PGR | Shares | $62.9M | 317K |
| American Tower Corp | AMT | Shares | $59.7M | 346K |
| Ares Capital Corp | ARCC | Shares | $56.2M | 3.1M |
| Ishares Gold Tr | IAU | Shares | $54.7M | 621K |
| Crocs Inc | CROX | Shares | $53.0M | 638K |
| Ishares Tr | IVV | Shares | $52.2M | 80K |
| Adobe Inc | ADBE | Shares | $49.3M | 203K |
| Wisdomtree Tr | DXJ | Shares | $48.8M | 308K |
| Mercadolibre Inc | MELI | Shares | $46.0M | 27K |
| Vanguard Intl Equity Index F | VEU | Shares | $45.1M | 601K |
| Tjx Cos Inc New | TJX | Shares | $43.4M | 272K |
| Janus Detroit Str Tr | JAAA | Shares | $39.1M | 776K |
| World Gold Tr | GLDM | Shares | $36.6M | 395K |
| Johnson & Johnson | JNJ | Shares | $32.5M | 133K |
| Spdr Gold Tr | GLD | Shares | $31.1M | 72K |
| Sherwin Williams Co | SHW | Shares | $30.6M | 95K |
| Chevron Corporation | CVX | Shares | $29.9M | 145K |
| Ishares Tr | IWF | Shares | $25.5M | 60K |
| Eli Lilly & Co | LLY | Shares | $24.9M | 27K |
| Unitedhealth Group Inc | UNH | Shares | $22.9M | 85K |
| Accenture Plc Ireland | Shares | $19.2M | 97K | |
| Abbvie Inc | ABBV | Shares | $17.8M | 82K |
| Ishares Tr | EFA | Shares | $17.4M | 179K |
| Nextera Energy Inc | NEE | Shares | $16.2M | 175K |
| Vanguard Tax-Managed Fds | VEA | Shares | $15.4M | 240K |
| International Business Machs | IBM | Shares | $15.2M | 63K |
| Cisco Sys Inc | CSCO | Shares | $13.6M | 175K |
| Tesla Inc | TSLA | Shares | $13.4M | 36K |
| Pepsico Inc | PEP | Shares | $13.0M | 84K |
| Exxon Mobil Corp | XOM | Shares | $12.8M | 76K |
| Roper Technologies Inc | ROP | Shares | $12.6M | 36K |
| Mckesson Corp | MCK | Shares | $12.1M | 14K |
| Vanguard Intl Equity Index F | VWO | Shares | $11.3M | 209K |
| Invesco Exchange Traded Fd T | RSP | Shares | $11.2M | 59K |
| Ishares Tr | IWB | Shares | $11.2M | 31K |
| Vanguard Intl Equity Index F | VGK | Shares | $11.1M | 135K |
| Automatic Data Processing In | ADP | Shares | $11.1M | 54K |
| Merck & Co Inc | MRK | Shares | $11.0M | 92K |
| Mcdonalds Corp | MCD | Shares | $10.8M | 35K |
| Rtx Corporation | RTX | Shares | $10.6M | 55K |
| Coca Cola Co | KO | Shares | $10.2M | 134K |
| Visa Inc | V | Shares | $10.2M | 34K |
| Broadcom Inc | AVGO | Shares | $9.9M | 32K |
| Stryker Corporation | SYK | Shares | $9.9M | 30K |
| Ishares Tr | IJH | Shares | $9.8M | 145K |
| Walmart Inc | WMT | Shares | $9.7M | 78K |
| Ishares Tr | IWM | Shares | $9.7M | 39K |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $9.5M | 15K |
| Abbott Laboratories | ABT | Shares | $9.0M | 88K |
| Procter & Gamble Co | PG | Shares | $8.9M | 62K |
| Oracle Corp | ORCL | Shares | $8.8M | 60K |
| Jabil Inc | JBL | Shares | $8.7M | 33K |
| Enterprise Prods Partners L | EPD | Shares | $8.3M | 220K |
| Applied Matls Inc | AMAT | Shares | $8.0M | 23K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $7.9M | 11 |
| Select Sector Spdr Tr | XLK | Shares | $7.8M | 59K |
| Texas Instrs Inc | TXN | Shares | $7.8M | 40K |
| Mplx Lp | MPLX | Shares | $7.5M | 132K |
| Lowes Cos Inc | LOW | Shares | $7.5M | 32K |
| Amphenol Corp | APH | Shares | $7.1M | 56K |
| Caterpillar Inc | CAT | Shares | $6.3M | 9K |
| Select Sector Spdr Tr | XLV | Shares | $6.3M | 43K |
| Amgen Inc | AMGN | Shares | $6.3M | 18K |
| Ishares Tr | IVW | Shares | $6.2M | 55K |
| Vanguard Index Fds | VTI | Shares | $6.0M | 19K |
| Vanguard Index Fds | VB | Shares | $6.0M | 23K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $5.8M | 151K |
| Illinois Tool Wks Inc | ITW | Shares | $5.6M | 21K |
| Invesco Qqq Tr | QQQ | Shares | $5.5M | 10K |
| Ecolab Inc | ECL | Shares | $5.5M | 21K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.