Evercore Wealth Management, LLC

CIK 0001482689 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Evercore Wealth Management, LLC reported 433 positions worth $7.07B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: NVDA (6.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$7.07B
2026 Q2
Positions
433
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
39.2%
Est. Net Flow (Q)
2026 Q2
10 / 433 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPORATIONSH$430.5M6.09%2,151,462
2AAPLAPPLE INCSH$426.8M6.04%1,474,930
3MSFTMICROSOFT CORPSH$292.3M4.14%783,550
4GOOGALPHABET INCSH$288.1M4.08%815,308
5AMZNAMAZON COM INCSH$265.5M3.76%1,113,972
6GOOGLALPHABET INCSH$242.3M3.43%677,951
7MSMORGAN STANLEYSH$227.5M3.22%1,088,168
8FIXCOMFORT SYS USA INCSH$222.8M3.15%112,392
9MAMASTERCARD INCORPORATEDSH$200.1M2.83%389,561
10WMBWILLIAMS COS INCSH$174.5M2.47%2,347,956

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Evercore Wealth Management, LLC hold as of Q2 2026?

Evercore Wealth Management, LLC reported 433 positions worth $7.07B in its Q2 2026 13F filing. Largest positions: NVDA (6.1%), AAPL (6.0%), MSFT (4.1%), GOOG (4.1%) and AMZN (3.8%).

What did Evercore Wealth Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Evercore Wealth Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.