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CIK: 0001482689
Total reported value
$7.1B
$7.1B
418 檔
21.8%
As reported in its official Q1 2026 Form 13F filing, Evercore Wealth Management, LLC's tracked investment portfolio stood at $7.1B with 418 total positions.
In Q1 2026, Evercore Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 112 positions and completely liquidating 18 holdings to manage risk exposure.
Showing top 200 holdings (of 418 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.00% | +0.04% | -4.58% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.99% | +0.10% | -3.62% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.56% | -0.42% | -3.37% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.00% | +0.08% | -6.88% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.67% | +0.08% | -1.97% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.23% | +0.20% | -4.97% | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 3.08% | -0.25% | -1.78% | |
| 8 | MS | Morgan Stanley | Stock-Financials | 3.05% | +0.17% | -3.22% | |
| 9 | FIX | Comfort Systems USA Inc | Stock-Industrials | 2.91% | +0.24% | -13.48% | |
| 10 | AZO | Autozone Inc | Stock-Consumer Disc | 2.73% | -0.40% | -1.03% | |
| 11 | WMB | Williams Cos Inc | Stock-Energy | 2.71% | -0.24% | -3.60% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.46% | -0.05% | -9.35% | |
| 13 | BX | Blackstone Inc | Stock-Financials | 2.43% | -0.18% | +2.17% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 2.24% | -0.10% | -1.84% | |
| 15 | CB | Chubb Limited | Stock-Financials | 2.16% | -0.15% | -2.07% | |
| 16 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 2.10% | -0.23% | -0.99% | |
| 17 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.06% | -0.18% | -2.91% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.94% | -0.16% | -3.30% | |
| 19 | VIK | Viking Holdings Ltd | Stock-Consumer Disc | 1.93% | +0.24% | +0.87% | |
| 20 | BLK | Blackrock Inc | Stock-Financials | 1.61% | -0.17% | -2.21% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.57% | -0.25% | -1.10% | |
| 22 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.47% | -0.06% | +1.22% | |
| 23 | UBER | Uber Technologies Inc | Stock-Industrials | 1.31% | -0.06% | +6.29% | |
| 24 | EOG | Eog Resources Inc | Stock-Energy | 1.25% | -0.18% | -0.55% | |
| 25 | GNRC | Generac Holdings Inc | Stock-Industrials | 1.19% | +0.34% | -2.24% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.18% | +0.05% | -0.75% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.18% | +0.24% | +15.48% | |
| 28 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 1.15% | -0.06% | +31048.56% | |
| 29 | SN | SharkNinja, Inc. | Stock-Consumer Disc | 1.12% | +0.40% | +24.69% | |
| 30 | BLDR | Builders Firstsource Inc | Stock-Industrials | 1.04% | -0.07% | -2.04% | |
| 31 | PGR | Progressive CORP | Stock-Financials | 0.99% | -0.04% | +14.47% | |
| 32 | AMT | American Tower CORP | Stock-Real Estate | 0.94% | -0.51% | -3.18% | |
| 33 | ARCC | Ares Capital CORP | Stock-Financials | 0.88% | -0.09% | +6.22% | |
| 34 | IAU | Ishares Gold Trust | ETF-Commodities | 0.86% | -0.19% | -0.81% | |
| 35 | CROX | Crocs Inc | Stock-Consumer Disc | 0.83% | +0.19% | -0.02% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.82% | +0.04% | +1.69% | |
| 37 | ADBE | Adobe Inc | Stock-Tech | 0.78% | -0.74% | -3.68% | |
| 38 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.77% | -0.01% | +6.20% | |
| 39 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.72% | -0.64% | +12.67% | |
| 40 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.71% | +0.16% | +56.86% | |
| 41 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.68% | -0.13% | -11.16% | |
| 42 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.61% | +0.02% | +9.30% | |
| 43 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.58% | -0.09% | +11.58% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.51% | -0.04% | -14.84% | |
| 45 | GLD | Spdr Gold Shares | ETF-Commodities | 0.49% | -0.12% | -2.04% | |
| 46 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.48% | -0.03% | -3.38% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.47% | -0.14% | -6.14% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.40% | — | -3.14% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.39% | +0.05% | -22.36% | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.36% | +0.04% | -21.62% |
| # | 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 | CB | Chubb Limited | +0.2% | -2.07% | Trim |
| 11 | VOO | Vanguard S&p 500 ETF | +0.2% | +15.48% | Add |
| 12 | DXJ | Wisdomtree Japan Hedged Eq | +0.2% | +6.20% | Add |
| 13 | AZO | Autozone Inc | +0.2% | -1.03% | Trim |
| 14 | GLDM | Spdr Gold Minishares Trust | +0.1% | +11.58% | Add |
| 15 | DLN | Wisdomtree US Largecap Divid | +0.1% | +1.22% | Add |
| 16 | CVX | Chevron CORP | +0.1% | -6.14% | Trim |
| 17 | IAU | Ishares Gold Trust | +0.1% | -0.81% | Trim |
| 18 | IWB | Ishares Russell 1000 ETF | +0.1% | +123.21% | Add |
| 19 | VGK | Vanguard Ftse Europe ETF | +0.1% | +87.50% | Add |
| 20 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +9.30% | Add |
| 21 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +46.93% | Add |
| 22 | XOM | Exxon Mobil CORP | +0.1% | -7.06% | Trim |
| 23 | NEE | Nextera Energy Inc | +0.1% | +1.27% | Add |
| 24 | GLD | Spdr Gold Shares | +0.1% | -2.04% | Trim |
| 25 | PGR | Progressive CORP | +0.1% | +14.47% | Add |
| 26 | AMAT | Applied Materials Inc | 0% | -2.17% | Trim |
| 27 | VEA | Vanguard Ftse Developed ETF | 0% | +9.73% | Add |
| 28 | RSP | Invesco S&p 500 Equal Weight | 0% | +13.62% | Add |
| 29 | JNJ | Johnson & Johnson | 0% | -14.84% | Trim |
| 30 | IVV | Ishares Core S&p 500 ETF | 0% | +1.69% | Add |
| 31 | CROX | Crocs Inc | 0% | -0.02% | Trim |
| 32 | EPD | Enterprise Products Partners | 0% | +1.60% | Add |
| 33 | MRK | Merck & Co. Inc. | 0% | -1.40% | Trim |
| 34 | HD | Home Depot Inc | 0% | -1.84% | Trim |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.75% | Trim |
| 36 | AMT | American Tower CORP | 0% | -3.18% | Trim |
| 37 | MELI | Mercadolibre Inc | 0% | +12.67% | Add |
| 38 | CAT | Caterpillar Inc | 0% | -0.75% | Trim |
| 39 | WMT | Walmart Inc | 0% | -1.34% | Trim |
| 40 | KO | Coca-cola Co/the | 0% | -0.30% | Trim |
| 41 | GEV | GE Vernova Inc | 0% | +0.81% | Add |
| 42 | JBL | Jabil Inc | 0% | -8.49% | Trim |
| 43 | MCK | Mckesson CORP | 0% | -0.92% | Trim |
| 44 | MPLX | Mplx LP | 0% | — | Unchanged |
| 45 | UBER | Uber Technologies Inc | 0% | +6.29% | Add |
| 46 | ARCC | Ares Capital CORP | 0% | +6.22% | Add |
| 47 | SHW | Sherwin-williams Co/the | 0% | -3.38% | Trim |
| 48 | GLW | Corning Inc | 0% | -1.43% | Trim |
| 49 | PSX | Phillips 66 | 0% | -0.38% | Trim |
| 50 | XAR | Ss Spdr S&p Aerospace Def | 0% | +62.05% | Add |
According to official SEC Form 13F filings, Evercore Wealth Management, LLC reported a total U.S. public equity portfolio value of $7.1B across 418 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 21.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
VOYG
市值: $1.5M
Top Position Liquidated / Trimmed
BWA
前期市值: $1.6M
During Q1 2026, Evercore Wealth Management, LLC's top holdings by market value included AAPL (6.0%)、NVDA (6.0%)、MSFT (4.6%). The largest single position, AAPL, represented 6.0% of total portfolio value.
In Q1 2026, Evercore Wealth Management, LLC made 179 total portfolio adjustments, initiating 14 new buys, adding to 35 positions, trimming 112 holdings, and fully liquidating 18 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.