DOSSIER · 13F-HR · Q1 2026
Evercore Wealth Management, LLC
Evercore Wealth's family office based in Greenwich, CT — $6.4B in tracked AUM across 722 positions as of Q1 2026.
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Evercore Wealth·Greenwich, CT·Family Office
CIK 0001482689 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 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...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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