EW

Evercore Wealth Management, LLC

Diversified strategyMomentum followerLong-term holder

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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Personality snowflake

Concentration
9.68
Portfolio Stability
16.77
Momentum/Contrarian
100
Sector conviction
47.39
Diversification
100
Sizing Uniformity
69.77

Recent moves

  • 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

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 418 holdings (of 722 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1AAPLApple INCStock-Tech6.00%-0.28%-4.58%
2NVDANvidia CORPStock-Tech5.99%-0.20%-3.62%
3MSFTMicrosoft CORPStock-Tech4.56%-1.19%-3.37%
4GOOGAlphabet Inc-cl CStock-Comm Services4.00%-0.38%-6.88%
5AMZNAmazon.com INCStock-Consumer Disc3.67%-0.19%-1.97%
6GOOGLAlphabet Inc-cl AStock-Comm Services3.23%-0.22%-4.97%
7MAMastercard INC - AStock-Financials3.08%-0.26%-1.78%
8MSMorgan StanleyStock-Financials3.05%-0.11%-3.22%
9FIXComfort Systems USA INCStock-Industrials2.91%+0.79%-13.48%
10AZOAutozone INCStock-Consumer Disc2.73%—-1.03%
11WMBWilliams Cos INCStock-Energy2.71%+0.54%-3.60%
12JPMJpmorgan Chase & CoStock-Financials2.46%-0.31%-9.35%
13BXBlackstone INCStock-Financials2.43%-0.55%+2.17%
14HDHome Depot INCStock-Consumer Disc2.24%+0.02%-1.84%
15CBChubb LimitedStock-Financials2.16%—-2.07%
16CBRECbre Group INC - AStock-Real Estate2.10%-0.25%-0.99%
17TMOThermo Fisher Scientific INCStock-Healthcare2.06%-0.27%-2.91%
18BRK-BBerkshire Hathaway Inc-cl BStock-Other1.94%-0.02%-3.30%
19VIKViking Holdings LtdStock-Consumer Disc1.93%+0.20%+0.87%
20BLKBlackrock INCStock-Financials1.61%-0.09%-2.21%
21COSTCostco Wholesale CORPStock-Consumer Staples1.57%+0.29%-1.10%
22DLNWisdomtree US Largecap DividETF-Other1.47%—+1.22%
23UBERUber Technologies INCStock-Industrials1.31%+0.01%+6.29%
24EOGEog Resources INCStock-Energy1.25%+0.40%-0.55%
25GNRCGenerac Holdings INCStock-Industrials1.19%+0.40%-2.24%
26SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth1.18%+0.02%-0.75%
27VOOVanguard S&p 500 ETFETF-Large Cap & Growth1.18%+0.18%+15.48%
28SPOTSpotify Technology S.A.Stock-Comm Services1.15%+1.15%+31048.56%
29SNSharkNinja, Inc.Stock-Consumer Disc1.12%+0.24%+24.69%
30BLDRBuilders Firstsource INCStock-Industrials1.04%-0.20%-2.04%
31PGRProgressive CORPStock-Financials0.99%—+14.47%
32AMTAmerican Tower CORPStock-Real Estate0.94%—-3.18%
33ARCCAres Capital CORPStock-Financials0.88%+0.01%+6.22%
34IAUIshares Gold TrustETF-Commodities0.86%+0.12%-0.81%
35CROXCrocs INCStock-Consumer Disc0.83%—-0.02%
36IVVIshares Core S&p 500 ETFETF-Large Cap & Growth0.82%—+1.69%
37ADBEAdobe INCStock-Tech0.78%-0.30%-3.68%
38DXJWisdomtree Japan Hedged EqETF-Other0.77%+0.16%+6.20%
39MELIMercadolibre INCStock-Consumer Disc0.72%—+12.67%
40VEUVanguard Ftse All-world Ex-uETF-Other0.71%+0.30%+56.86%
41TJXTjx Companies INCStock-Consumer Disc0.68%-0.01%-11.16%
42JAAAJanus Henderson Aaa Clo ETFETF-Other0.61%+0.08%+9.30%
43GLDMSpdr Gold Minishares TrustETF-Commodities0.58%+0.14%+11.58%
44JNJJohnson & JohnsonStock-Healthcare0.51%—-14.84%
45GLDSpdr Gold SharesETF-Commodities0.49%—-2.04%
46SHWSherwin-williams Co/theStock-Materials0.48%—-3.38%
47CVXChevron CORPStock-Energy0.47%+0.13%-6.14%
48IWFIshares Russell 1000 GrowthETF-Other0.40%-0.03%-3.14%
49LLYEli Lilly & CoStock-Healthcare0.39%-0.16%-22.36%
50UNHUnitedhealth Group INCStock-Healthcare0.36%-0.16%-21.62%
1–50 of 418

Holding changes this quarter

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%.

Position changes disclosed by Evercore Wealth Management, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1SPOTSpotify Technology S.A.+1.2%+31048.56%Add
2FIXComfort Systems USA INC+0.8%-13.48%Trim
3WMBWilliams Cos INC+0.5%-3.60%Trim
4GNRCGenerac Holdings INC+0.4%-2.24%Trim
5EOGEog Resources INC+0.4%-0.55%Trim
6VEUVanguard Ftse All-world Ex-u+0.3%+56.86%Add
7COSTCostco Wholesale CORP+0.3%-1.10%Trim
8SNSharkNinja, Inc.+0.2%+24.69%Add
9VIKViking Holdings Ltd+0.2%+0.87%Add
10VOOVanguard S&p 500 ETF+0.2%+15.48%Add
11DXJWisdomtree Japan Hedged Eq+0.2%+6.20%Add
12GLDMSpdr Gold Minishares Trust+0.1%+11.58%Add
13CVXChevron CORP+0.1%-6.14%Trim
14IAUIshares Gold Trust+0.1%-0.81%Trim
15IWBIshares Russell 1000 ETF+0.1%+123.21%Add
16VGKVanguard Ftse Europe ETF+0.1%+87.50%Add
17JAAAJanus Henderson Aaa Clo ETF+0.1%+9.30%Add
18VWOVanguard Ftse Emerging Marke+0.1%+46.93%Add
19XOMExxon Mobil CORP+0.1%-7.06%Trim
20HDHome Depot INC0%-1.84%Trim
21SPYSs Spdr S&p 500 ETF Trust-us0%-0.75%Trim
22UBERUber Technologies INC0%+6.29%Add
23ARCCAres Capital CORP0%+6.22%Add
24TJXTjx Companies INC0%-11.16%Trim
25BRK-BBerkshire Hathaway Inc-cl B0%-3.30%Trim
26IWFIshares Russell 1000 Growth0%-3.14%Trim
27ABTAbbott Laboratories0%-10.30%Trim
28ORCLOracle CORP0%-2.16%Trim
29ADPAutomatic Data Processing0%-1.04%Trim
30ROPRoper Technologies INC-0.1%-8.18%Trim
31BLKBlackrock INC-0.1%-2.21%Trim
32MSMorgan Stanley-0.1%-3.22%Trim
33UNHUnitedhealth Group INC-0.2%-21.62%Trim
34LLYEli Lilly & Co-0.2%-22.36%Trim
35AMZNAmazon.com INC-0.2%-1.97%Trim
36NVDANvidia CORP-0.2%-3.62%Trim
37BLDRBuilders Firstsource INC-0.2%-2.04%Trim
38GOOGLAlphabet Inc-cl A-0.2%-4.97%Trim
39ACNAccenture plc-0.2%-26.97%Trim
40SCHWSchwab (charles) CORP-0.2%-90.28%Trim
41CBRECbre Group INC - A-0.3%-0.99%Trim
42MAMastercard INC - A-0.3%-1.78%Trim
43TMOThermo Fisher Scientific INC-0.3%-2.91%Trim
44AAPLApple INC-0.3%-4.58%Trim
45ADBEAdobe INC-0.3%-3.68%Trim
46JPMJpmorgan Chase & Co-0.3%-9.35%Trim
47GOOGAlphabet Inc-cl C-0.4%-6.88%Trim
48BXBlackstone INC-0.6%+2.17%Add
49CDWCdw Corp/de-0.9%-97.56%Trim
50MSFTMicrosoft CORP-1.2%-3.37%Trim

FAQ

What is Evercore Wealth Management, LLC and what type of investor is it?
Evercore Wealth Management, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $6.4B, spread across 722 disclosed positions.
What are Evercore Wealth Management, LLC's largest equity positions?
Based on the latest 13F filing, Evercore Wealth Management, LLC's top holdings by market value are: 1. Apple INC (AAPL) — $381.8M (6.0%) 2. Nvidia CORP (NVDA) — $380.7M (6.0%) 3. Microsoft CORP (MSFT) — $290.3M (4.6%) 4. Alphabet Inc-cl C (GOOG) — $254.6M (4.0%) 5. Amazon.com INC (AMZN) — $233.7M (3.7%)
What changes did Evercore Wealth Management, LLC make in its most recent portfolio filing?
In the latest reported quarter, Evercore Wealth Management, LLC made 50 notable position adjustments: 0 new positions were initiated, 14 existing holdings were added to, 36 positions were partially reduced, and 0 were completely exited. The largest of these moves: 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%
What sectors does Evercore Wealth Management, LLC focus on?
Evercore Wealth Management, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 23.0% • Financials: 22.4% • Consumer Discretionary: 17.0% • Communication Services: 9.9% • Industrials: 8.8% • Energy: 5.8%

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