CIK: 0001482689
Total reported value
$6.4B
Reporting period: 2026-03-31 · Number of holdings: 722
Evercore Wealth Management, LLC disclosed 722 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $6.4B and a quarterly turnover rate of 16.8%.
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Evercore Wealth Management, LLC's disclosed holdings carry a Herfindahl concentration index of 0.024 — mathematically equivalent to about 41 equally-sized positions, well below its 722 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.02), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Trim MSFT
-3.4% -$102.2M
Add SPOT
+31048.6% $73.1M
Trim CDW
-97.6% -$61.0M
Add FIX
-13.5% $40.3M
Trim BX
+2.2% -$48.3M
Add WMB
-3.6% $24.7M
Showing top 200 holdings (of 722 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | Stock-Tech | 6.00% | -0.28% | -4.58% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.99% | -0.20% | -3.62% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.56% | -1.19% | -3.37% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.00% | -0.38% | -6.88% | |
| 5 | AMZN | Amazon.com INC | Stock-Consumer Disc | 3.67% | -0.19% | -1.97% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.23% | -0.22% | -4.97% | |
| 7 | MA | Mastercard INC - A | Stock-Financials | 3.08% | -0.26% | -1.78% | |
| 8 | MS | Morgan Stanley | Stock-Financials | 3.05% | -0.11% | -3.22% | |
| 9 | FIX | Comfort Systems USA INC | Stock-Industrials | 2.91% | +0.79% | -13.48% | |
| 10 | AZO | Autozone INC | Stock-Consumer Disc | 2.73% | — | -1.03% | |
| 11 | WMB | Williams Cos INC | Stock-Energy | 2.71% | +0.54% | -3.60% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.46% | -0.31% | -9.35% | |
| 13 | BX | Blackstone INC | Stock-Financials | 2.43% | -0.55% | +2.17% | |
| 14 | HD | Home Depot INC | Stock-Consumer Disc | 2.24% | +0.02% | -1.84% | |
| 15 | CB | Chubb Limited | Stock-Financials | 2.16% | — | -2.07% | |
| 16 | CBRE | Cbre Group INC - A | Stock-Real Estate | 2.10% | -0.25% | -0.99% | |
| 17 | TMO | Thermo Fisher Scientific INC | Stock-Healthcare | 2.06% | -0.27% | -2.91% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.94% | -0.02% | -3.30% | |
| 19 | VIK | Viking Holdings Ltd | Stock-Consumer Disc | 1.93% | +0.20% | +0.87% | |
| 20 | BLK | Blackrock INC | Stock-Financials | 1.61% | -0.09% | -2.21% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.57% | +0.29% | -1.10% | |
| 22 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.47% | — | +1.22% | |
| 23 | UBER | Uber Technologies INC | Stock-Industrials | 1.31% | +0.01% | +6.29% | |
| 24 | EOG | Eog Resources INC | Stock-Energy | 1.25% | +0.40% | -0.55% | |
| 25 | GNRC | Generac Holdings INC | Stock-Industrials | 1.19% | +0.40% | -2.24% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.18% | +0.02% | -0.75% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.18% | +0.18% | +15.48% | |
| 28 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 1.15% | +1.15% | +31048.56% | |
| 29 | SN | SharkNinja, Inc. | Stock-Consumer Disc | 1.12% | +0.24% | +24.69% | |
| 30 | BLDR | Builders Firstsource INC | Stock-Industrials | 1.04% | -0.20% | -2.04% | |
| 31 | PGR | Progressive CORP | Stock-Financials | 0.99% | — | +14.47% | |
| 32 | AMT | American Tower CORP | Stock-Real Estate | 0.94% | — | -3.18% | |
| 33 | ARCC | Ares Capital CORP | Stock-Financials | 0.88% | +0.01% | +6.22% | |
| 34 | IAU | Ishares Gold Trust | ETF-Commodities | 0.86% | +0.12% | -0.81% | |
| 35 | CROX | Crocs INC | Stock-Consumer Disc | 0.83% | — | -0.02% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.82% | — | +1.69% | |
| 37 | ADBE | Adobe INC | Stock-Tech | 0.78% | -0.30% | -3.68% | |
| 38 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.77% | +0.16% | +6.20% | |
| 39 | MELI | Mercadolibre INC | Stock-Consumer Disc | 0.72% | — | +12.67% | |
| 40 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.71% | +0.30% | +56.86% | |
| 41 | TJX | Tjx Companies INC | Stock-Consumer Disc | 0.68% | -0.01% | -11.16% | |
| 42 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.61% | +0.08% | +9.30% | |
| 43 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.58% | +0.14% | +11.58% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.51% | — | -14.84% | |
| 45 | GLD | Spdr Gold Shares | ETF-Commodities | 0.49% | — | -2.04% | |
| 46 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.48% | — | -3.38% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.47% | +0.13% | -6.14% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.40% | -0.03% | -3.14% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.39% | -0.16% | -22.36% | |
| 50 | UNH | Unitedhealth Group INC | Stock-Healthcare | 0.36% | -0.16% | -21.62% |
Performance for Q3 2026
+1.7%
Performance Last 4 Quarters
+16.8%
Based on 79% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 722 | $6.4B | 17 | |
| 2025-12-31 | 737 | $6.8B | 12 | |
| 2025-09-30 | 733 | $6.8B | 27 | |
| 2025-06-30 | 722 | $6.4B | 0 | |
| 2025-03-31 | 728 | $6.2B | 100 | |
| 2024-12-31 | 744 | $6.7B | 0 | |
| 2024-09-30 | 737 | $6.7B | 0 | |
| 2024-06-30 | 728 | $6.4B | 0 | |
| 2024-03-31 | 740 | $6.4B | 0 | |
| 2023-12-31 | 743 | $6.0B | 0 | |
| 2023-09-30 | 709 | $5.3B | 0 | |
| 2023-06-30 | 713 | $5.5B | 0 | |
| 2023-03-31 | 710 | $5.0B | 0 | |
| 2022-12-31 | 695 | $4.8B | 0 | |
| 2022-09-30 | 673 | $4.4B | 0 | |
| 2022-06-30 | 693 | $4.7B | 0 | |
| 2022-03-31 | 738 | $5.7B | 0 | |
| 2021-12-31 | 729 | $6.1B | 0 | |
| 2021-09-30 | 733 | $5.5B | 0 | |
| 2021-06-30 | 742 | $5.5B | 96 | |
| 2021-03-31 | 755 | $5.0B | 14 | |
| 2020-12-31 | 751 | $4.6B | 15 | |
| 2020-09-30 | 699 | $4.1B | 12 | |
| 2020-06-30 | 703 | $3.7B | 26 | |
| 2020-03-31 | 690 | $3.0B | 27 | |
| 2019-12-31 | 741 | $3.7B | 14 | |
| 2019-09-30 | 732 | $3.4B | 17 | |
| 2019-06-30 | 753 | $3.3B | 12 | |
| 2019-03-31 | 760 | $3.1B | 22 | |
| 2018-12-31 | 618 | $2.6B | 22 | |
| 2018-09-30 | 583 | $3.1B | 14 | |
| 2018-06-30 | 559 | $2.9B | 15 | |
| 2018-03-31 | 586 | $2.6B | 14 | |
| 2017-12-31 | 1267 | $2.7B | 10 | |
| 2017-09-30 | 1264 | $2.6B | 8 | |
| 2017-06-30 | 1339 | $2.6B | 10 | |
| 2017-03-31 | 1345 | $2.6B | 14 | |
| 2016-12-31 | 1479 | $2.4B | 15 | |
| 2016-09-30 | 1389 | $2.4B | 100 | |
| 2016-06-30 | 1288 | $2.3B | 0 | |
| 2016-03-31 | 1325 | $2.3B | 24 | |
| 2015-12-31 | 1376 | $2.2B | 29 | |
| 2015-09-30 | 1335 | $2.1B | 17 | |
| 2015-06-30 | 1461 | $2.2B | 14 | |
| 2015-03-31 | 1390 | $2.2B | 21 | |
| 2014-12-31 | 1217 | $2.0B | 19 | |
| 2014-09-30 | 1309 | $2.0B | 10 | |
| 2014-06-30 | 1381 | $1.9B | 16 | |
| 2014-03-31 | 1277 | $1.8B | 22 | |
| 2013-12-31 | 1157 | $1.8B | 29 | |
| 2013-09-30 | 1383 | $1.7B | 17 | |
| 2013-06-30 | 1094 | $1.8B | 0 |
Evercore Wealth Management, LLC's most significant position changes for 2026-03-31: Trim: Microsoft CORP (MSFT) — shares -3.37%; Add: Spotify Technology S.A. (SPOT) — shares +31048.56%; Trim: Cdw Corp/de (CDW) — shares -97.56%; Trim: Comfort Systems USA INC (FIX) — shares -13.48%; Add: Blackstone INC (BX) — shares +2.17%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPOT | Spotify Technology S.A. | +1.2% | +31048.56% | Add |
| 2 | FIX | Comfort Systems USA INC | +0.8% | -13.48% | Trim |
| 3 | WMB | Williams Cos INC | +0.5% | -3.60% | Trim |
| 4 | GNRC | Generac Holdings INC | +0.4% | -2.24% | Trim |
| 5 | EOG | Eog Resources INC | +0.4% | -0.55% | Trim |
| 6 | VEU | Vanguard Ftse All-world Ex-u | +0.3% | +56.86% | Add |
| 7 | COST | Costco Wholesale CORP | +0.3% | -1.10% | Trim |
| 8 | SN | SharkNinja, Inc. | +0.2% | +24.69% | Add |
| 9 | VIK | Viking Holdings Ltd | +0.2% | +0.87% | Add |
| 10 | VOO | Vanguard S&p 500 ETF | +0.2% | +15.48% | Add |
| 11 | DXJ | Wisdomtree Japan Hedged Eq | +0.2% | +6.20% | Add |
| 12 | GLDM | Spdr Gold Minishares Trust | +0.1% | +11.58% | Add |
| 13 | CVX | Chevron CORP | +0.1% | -6.14% | Trim |
| 14 | IAU | Ishares Gold Trust | +0.1% | -0.81% | Trim |
| 15 | IWB | Ishares Russell 1000 ETF | +0.1% | +123.21% | Add |
| 16 | VGK | Vanguard Ftse Europe ETF | +0.1% | +87.50% | Add |
| 17 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +9.30% | Add |
| 18 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +46.93% | Add |
| 19 | XOM | Exxon Mobil CORP | +0.1% | -7.06% | Trim |
| 20 | HD | Home Depot INC | 0% | -1.84% | Trim |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.75% | Trim |
| 22 | UBER | Uber Technologies INC | 0% | +6.29% | Add |
| 23 | ARCC | Ares Capital CORP | 0% | +6.22% | Add |
| 24 | TJX | Tjx Companies INC | 0% | -11.16% | Trim |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -3.30% | Trim |
| 26 | IWF | Ishares Russell 1000 Growth | 0% | -3.14% | Trim |
| 27 | ABT | Abbott Laboratories | 0% | -10.30% | Trim |
| 28 | ORCL | Oracle CORP | 0% | -2.16% | Trim |
| 29 | ADP | Automatic Data Processing | 0% | -1.04% | Trim |
| 30 | ROP | Roper Technologies INC | -0.1% | -8.18% | Trim |
| 31 | BLK | Blackrock INC | -0.1% | -2.21% | Trim |
| 32 | MS | Morgan Stanley | -0.1% | -3.22% | Trim |
| 33 | UNH | Unitedhealth Group INC | -0.2% | -21.62% | Trim |
| 34 | LLY | Eli Lilly & Co | -0.2% | -22.36% | Trim |
| 35 | AMZN | Amazon.com INC | -0.2% | -1.97% | Trim |
| 36 | NVDA | Nvidia CORP | -0.2% | -3.62% | Trim |
| 37 | BLDR | Builders Firstsource INC | -0.2% | -2.04% | Trim |
| 38 | GOOGL | Alphabet Inc-cl A | -0.2% | -4.97% | Trim |
| 39 | ACN | Accenture plc | -0.2% | -26.97% | Trim |
| 40 | SCHW | Schwab (charles) CORP | -0.2% | -90.28% | Trim |
| 41 | CBRE | Cbre Group INC - A | -0.3% | -0.99% | Trim |
| 42 | MA | Mastercard INC - A | -0.3% | -1.78% | Trim |
| 43 | TMO | Thermo Fisher Scientific INC | -0.3% | -2.91% | Trim |
| 44 | AAPL | Apple INC | -0.3% | -4.58% | Trim |
| 45 | ADBE | Adobe INC | -0.3% | -3.68% | Trim |
| 46 | JPM | Jpmorgan Chase & Co | -0.3% | -9.35% | Trim |
| 47 | GOOG | Alphabet Inc-cl C | -0.4% | -6.88% | Trim |
| 48 | BX | Blackstone INC | -0.6% | +2.17% | Add |
| 49 | CDW | Cdw Corp/de | -0.9% | -97.56% | Trim |
| 50 | MSFT | Microsoft CORP | -1.2% | -3.37% | Trim |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-15 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-17 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-14 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-14 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-15 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-14 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-14 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-14 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-15 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-14 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-14 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-04 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-15 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-14 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-15 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-16 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-14 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-15 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-16 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-17 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-16 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-16 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-13 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-14 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-13 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-14 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-13 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-14 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-13 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-13 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-14 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-15 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-13 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-13 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-11 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-15 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-08 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-10 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-09-20 | Amendment | View on EDGAR |
| 2016-06-30 | 2016-09-20 | Amendment | View on EDGAR |
| 2016-06-30 | 2016-08-01 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-02 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-16 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-16 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-06 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-06 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-13 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-13 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-14 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-15 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-11 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-13 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-14 | 13F-HR | View on EDGAR |
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