Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Nvidia CorporationCOM | COM | $430,486,032 | 6.1% |
| Apple Inc.COM | COM | $426,785,801 | 6.0% |
| Microsoft Corp.COM | COM | $292,279,863 | 4.1% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $288,072,775 | 4.1% |
| Amazon Com Inc.COM | COM | $265,504,086 | 3.8% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $242,279,174 | 3.4% |
| Morgan StanleyCOM NEW | COM NEW | $227,470,639 | 3.2% |
| Comfort Sys USA Inc.COM | COM | $222,755,323 | 3.2% |
| Mastercard IncorporatedCL A | CL A | $200,078,529 | 2.8% |
| Williams Cos Inc.COM | COM | $174,547,049 | 2.5% |
| JPMORGAN Chase & COCOM | COM | $170,083,987 | 2.4% |
| Autozone Inc.COM | COM | $164,868,957 | 2.3% |
| Blackstone Inc.COM | COM | $158,756,716 | 2.2% |
| Viking Holdings LtdORD SHS | ORD SHS | $153,345,213 | 2.2% |
| Home Depot Inc.COM | COM | $151,410,555 | 2.1% |
| Chubb LimitedCOM | COM | $141,775,439 | 2.0% |
| Thermo Fisher Scientific Inc.COM | COM | $132,942,122 | 1.9% |
| CBRE Group Inc.CL A | CL A | $132,378,047 | 1.9% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $125,848,584 | 1.8% |
| Generac Hldgs Inc.COM | COM | $108,484,641 | 1.5% |
| Sharkninja Inc.COM SHS | COM SHS | $107,698,439 | 1.5% |
| Blackrock Inc.COM | COM | $101,745,549 | 1.4% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $100,357,364 | 1.4% |
| Wisdomtree TRUS LARGECAP DIVD | US LARGECAP DIVD | $99,735,892 | 1.4% |
| Amphenol Corp.CL A | CL A | $98,177,973 | 1.4% |
| Costco Wholesale CorporationCOM | COM | $93,084,878 | 1.3% |
| Broadcom Inc.COM | COM | $93,059,090 | 1.3% |
| Uber Technologies Inc.COM | COM | $88,002,512 | 1.2% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $86,775,772 | 1.2% |
| Spotify Technology S ASHS | SHS | $77,181,131 | 1.1% |
| Eog Res Inc.COM | COM | $75,704,330 | 1.1% |
| Crocs Inc.COM | COM | $71,763,669 | 1.0% |
| Builders Firstsource Inc.COM | COM | $68,823,185 | 1.0% |
| Progressive Corp.COM | COM | $67,386,801 | 1.0% |
| Vanguard Intl Equity Index FALLWRLD EX US | ALLWRLD EX US | $61,582,529 | 0.9% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $60,456,820 | 0.9% |
| Servicenow Inc.COM | COM | $58,482,572 | 0.8% |
| Ares Capital Corp.COM | COM | $55,725,325 | 0.8% |
| Wisdomtree TRJAPN HEDGE EQT | JAPN HEDGE EQT | $53,923,943 | 0.8% |
| iShares Gold TRISHARES NEW | ISHARES NEW | $47,417,562 | 0.7% |
| Janus Detroit Str TRHENDRSON AAA CL | HENDRSON AAA CL | $44,607,612 | 0.6% |
| TJX Cos Inc. NewCOM | COM | $39,162,598 | 0.6% |
| World Gold TRSPDR GLD MINIS | SPDR GLD MINIS | $34,807,801 | 0.5% |
| Johnson & JohnsonCOM | COM | $33,043,783 | 0.5% |
| Sherwin Williams COCOM | COM | $31,859,929 | 0.5% |
| Eli Lilly & COCOM | COM | $30,942,895 | 0.4% |
| American Tower Corp.COM | COM | $30,376,094 | 0.4% |
| Caseys Gen Stores Inc.COM | COM | $29,899,204 | 0.4% |
| Unitedhealth Group Inc.COM | COM | $28,613,632 | 0.4% |
| iShares TRRUS 1000 GRW ETF | RUS 1000 GRW ETF | $28,608,601 | 0.4% |
Nvidia CorporationCOM$430,486,032
- Class
- COM
- Share
- 6.1%
Apple Inc.COM$426,785,801
- Class
- COM
- Share
- 6.0%
Microsoft Corp.COM$292,279,863
- Class
- COM
- Share
- 4.1%
Alphabet Inc.CAP STK CL C$288,072,775
- Class
- CAP STK CL C
- Share
- 4.1%
Amazon Com Inc.COM$265,504,086
- Class
- COM
- Share
- 3.8%
Alphabet Inc.CAP STK CL A$242,279,174
- Class
- CAP STK CL A
- Share
- 3.4%
Morgan StanleyCOM NEW$227,470,639
- Class
- COM NEW
- Share
- 3.2%
Comfort Sys USA Inc.COM$222,755,323
- Class
- COM
- Share
- 3.2%
Mastercard IncorporatedCL A$200,078,529
- Class
- CL A
- Share
- 2.8%
Williams Cos Inc.COM$174,547,049
- Class
- COM
- Share
- 2.5%
JPMORGAN Chase & COCOM$170,083,987
- Class
- COM
- Share
- 2.4%
Autozone Inc.COM$164,868,957
- Class
- COM
- Share
- 2.3%
Blackstone Inc.COM$158,756,716
- Class
- COM
- Share
- 2.2%
Viking Holdings LtdORD SHS$153,345,213
- Class
- ORD SHS
- Share
- 2.2%
Home Depot Inc.COM$151,410,555
- Class
- COM
- Share
- 2.1%
Chubb LimitedCOM$141,775,439
- Class
- COM
- Share
- 2.0%
Thermo Fisher Scientific Inc.COM$132,942,122
- Class
- COM
- Share
- 1.9%
CBRE Group Inc.CL A$132,378,047
- Class
- CL A
- Share
- 1.9%
Berkshire Hathaway Inc. DelCL B NEW$125,848,584
- Class
- CL B NEW
- Share
- 1.8%
Generac Hldgs Inc.COM$108,484,641
- Class
- COM
- Share
- 1.5%
Sharkninja Inc.COM SHS$107,698,439
- Class
- COM SHS
- Share
- 1.5%
Blackrock Inc.COM$101,745,549
- Class
- COM
- Share
- 1.4%
Vanguard Index FdsS&P 500 ETF SHS$100,357,364
- Class
- S&P 500 ETF SHS
- Share
- 1.4%
Wisdomtree TRUS LARGECAP DIVD$99,735,892
- Class
- US LARGECAP DIVD
- Share
- 1.4%
Amphenol Corp.CL A$98,177,973
- Class
- CL A
- Share
- 1.4%
Costco Wholesale CorporationCOM$93,084,878
- Class
- COM
- Share
- 1.3%
Broadcom Inc.COM$93,059,090
- Class
- COM
- Share
- 1.3%
Uber Technologies Inc.COM$88,002,512
- Class
- COM
- Share
- 1.2%
State Str SPDR S&P 500 ETF TTR UNIT$86,775,772
- Class
- TR UNIT
- Share
- 1.2%
Spotify Technology S ASHS$77,181,131
- Class
- SHS
- Share
- 1.1%
Eog Res Inc.COM$75,704,330
- Class
- COM
- Share
- 1.1%
Crocs Inc.COM$71,763,669
- Class
- COM
- Share
- 1.0%
Builders Firstsource Inc.COM$68,823,185
- Class
- COM
- Share
- 1.0%
Progressive Corp.COM$67,386,801
- Class
- COM
- Share
- 1.0%
Vanguard Intl Equity Index FALLWRLD EX US$61,582,529
- Class
- ALLWRLD EX US
- Share
- 0.9%
iShares TRCORE S&P500 ETF$60,456,820
- Class
- CORE S&P500 ETF
- Share
- 0.9%
Servicenow Inc.COM$58,482,572
- Class
- COM
- Share
- 0.8%
Ares Capital Corp.COM$55,725,325
- Class
- COM
- Share
- 0.8%
Wisdomtree TRJAPN HEDGE EQT$53,923,943
- Class
- JAPN HEDGE EQT
- Share
- 0.8%
iShares Gold TRISHARES NEW$47,417,562
- Class
- ISHARES NEW
- Share
- 0.7%
Janus Detroit Str TRHENDRSON AAA CL$44,607,612
- Class
- HENDRSON AAA CL
- Share
- 0.6%
TJX Cos Inc. NewCOM$39,162,598
- Class
- COM
- Share
- 0.6%
World Gold TRSPDR GLD MINIS$34,807,801
- Class
- SPDR GLD MINIS
- Share
- 0.5%
Johnson & JohnsonCOM$33,043,783
- Class
- COM
- Share
- 0.5%
Sherwin Williams COCOM$31,859,929
- Class
- COM
- Share
- 0.5%
Eli Lilly & COCOM$30,942,895
- Class
- COM
- Share
- 0.4%
American Tower Corp.COM$30,376,094
- Class
- COM
- Share
- 0.4%
Caseys Gen Stores Inc.COM$29,899,204
- Class
- COM
- Share
- 0.4%
Unitedhealth Group Inc.COM$28,613,632
- Class
- COM
- Share
- 0.4%
iShares TRRUS 1000 GRW ETF$28,608,601
- Class
- RUS 1000 GRW ETF
- Share
- 0.4%
The share class is shown on a wider screen.
The 50 largest of 433 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1482689
- File number
- 028-13662
- Options
- 0 call, 0 put
- In the 25 largest
- 66.7%
- Prior quarter
- $6,359,680,035 at 31 March 2026
- Positions opened
- 37
- Positions closed
- 22
Common questions
What are Evercore Wealth Management’s 13F holdings worth?
$7,068,127,340 across 433 positions for the quarter ended 30 June 2026.
What is Evercore Wealth Management’s largest 13F holding?
NVIDIA CORPORATION (COM) was the largest position at $430,486,032, or 6.1% of reported 13F value, as of 30 June 2026.
How concentrated is Evercore Wealth Management’s 13F portfolio?
The ten largest positions accounted for 39.2% of reported value and the twenty-five largest for 66.7%, across 433 positions as of 30 June 2026.
Does Form 13F show everything Evercore Wealth Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Evercore Wealth Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.