13F Insight
DOSSIER · 13F-HR · Q2 2026

Evercore Wealth Management, LLC

$7.1B in tracked AUM across 734 positions as of Q2 2026.

EW
CIK 0001482689 · last filed Jun 30, 2026
Total AUM
$7.1B
as of Q2 2026
Holdings
734
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026
Portfolio Overview

Evercore Wealth Management, LLC reported a total portfolio value of $6.81 billion as of September 30, 2025, representing a growth of 6.0% from the previous quarter's $6.43 billion. The portfolio is highly diversified, comprising 733 total holdings. The firm employs a hybrid investment approach, combining active stock selection with broad market exposure via Exchange Traded Funds (ETFs). While the top 10 positions account for approximately 38% of the total p...

Key Holdings

The portfolio is anchored by a "Magnificent Seven" heavy technology allocation, with NVIDIA (NVDA), Microsoft (MSFT), and Apple (AAPL) occupying the top three spots. These positions are remarkably balanced in size, ranging from 6.05% to 6.40% of the portfolio, with values between $412M and $436M. This suggests a disciplined rebalancing strategy rather than allowing winners to run unchecked.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$430M2.2M6.1%02
AAPL
APPLE INC
$427M1.5M6.0%03
MSFT
MICROSOFT CORP
$292M784K4.1%04
GOOG
ALPHABET INC
$288M815K4.1%05
AMZN
AMAZON COM INC
$266M1.1M3.8%06
GOOGL
ALPHABET INC
$242M678K3.4%07
MS
MORGAN STANLEY
$227M1.1M3.2%08
FIX
COMFORT SYS USA INC
$223M112K3.2%09
MA
MASTERCARD INCORPORATED
$200M390K2.8%10
WMB
WILLIAMS COS INC
$175M2.3M2.5%

Filing history

2026Q2Jun 30
$7.1B▲ 11.1%
734 positionsView →2026Q1Mar 31
$6.4B▼ 6.8%
722 positionsView →2025Q4Dec 31
$6.8B▲ 0.1%
736 positionsView →2025Q3Sep 30
$6.8B▲ 6.0%
733 positionsView →2025Q2Jun 30
$6.4B▲ 3.3%
722 positionsLocked2025Q1Mar 31
$6.2B▼ 6.8%
728 positionsLocked2024Q4Dec 31
$6.7B▲ 0.1%
744 positionsLocked2024Q3Sep 30
$6.7B▲ 4.9%
737 positionsLocked2024Q2Jun 30
$6.4B▼ 0.4%
728 positionsLocked2024Q1Mar 31
$6.4B▲ 7.0%
740 positionsLocked2023Q4Dec 31
$6.0B▲ 11.7%
743 positionsLocked2023Q3Sep 30
$5.3B▼ 2.0%
709 positionsLocked
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