Evercore Wealth Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Evercore Wealth Management, LLC reported 426 stock positions worth $7.1 billion. Its top holding was Nvidia (NVDA) at 6.1% of the portfolio, followed by Apple (AAPL, 6.0%) and Microsoft (MSFT, 4.1%). Compared with Q1 2026, it opened 31 new positions, sold out of 18, added to 83 and reduced 175. The biggest buy was Amphenol Class A (APH, shares +898%) and the biggest sale Adobe (ADBE, shares −93%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001482689
- Portfolio Value
- $7.1B (Q2 2026)
- SEC Filing
- 0001172661-26-003500 ↗ filed Aug 14, 2026
Holdings Value
Holdings 426 stocks · $7.1B
| NVDA Nvidia Corp. | 6.09% | 2,151,462 | $430.5M | Reduce -1.4% |
| AAPL Apple Inc. | 6.04% | 1,474,930 | $426.8M | Reduce -1.9% |
| MSFT Microsoft Corp. | 4.14% | 783,550 | $292.3M | Reduce -0.1% |
| GOOG Alphabet Inc. Class C | 4.08% | 815,308 | $288.1M | Reduce -8.1% |
| AMZN Amazon.com Inc. | 3.76% | 1,113,972 | $265.5M | Reduce -0.7% |
| GOOGL Alphabet Inc. Class A | 3.43% | 677,951 | $242.3M | Reduce -5.0% |
| MS Morgan Stanley | 3.22% | 1,088,168 | $227.5M | Reduce -7.6% |
| FIX Comfort Systems USA Inc. | 3.15% | 112,392 | $222.8M | Reduce -16.3% |
| MA Mastercard Inc. Class A | 2.83% | 389,561 | $200.1M | Reduce -0.6% |
| WMB Williams Cos Inc. | 2.47% | 2,347,956 | $174.5M | Reduce -1.0% |
| JPM JPMorgan Chase & Co. | 2.41% | 519,610 | $170.1M | Reduce -2.4% |
| AZO AutoZone Inc. | 2.33% | 51,587 | $164.9M | Add +0.3% |
| BX Blackstone Inc. | 2.25% | 1,349,169 | $158.8M | Add +0.3% |
| VIK Viking Holdings Ltd. | 2.17% | 1,465,035 | $153.3M | Reduce -12.4% |
| HD Home Depot Inc. | 2.14% | 429,314 | $151.4M | Reduce -0.7% |
| CB Chubb Ltd. | 2.01% | 416,081 | $141.8M | Reduce -1.1% |
| TMO Thermo Fisher Scientific Inc. | 1.88% | 265,163 | $132.9M | Reduce -0.6% |
| CBRE CBRE Group Inc. Class A | 1.87% | 982,835 | $132.4M | Reduce -0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.78% | 251,501 | $125.8M | Reduce -2.4% |
| GNRC Generac Holdings Inc. | 1.53% | 370,495 | $108.5M | Reduce -4.0% |
| SN Sharkninja Inc. | 1.52% | 707,286 | $107.7M | Add +5.5% |
| BLK BlackRock Inc. | 1.44% | 105,813 | $101.7M | Reduce -0.3% |
| VOO Vanguard S&P 500 ETF | 1.42% | 146,121 | $100.4M | Add +16.5% |
| DLN Wisdomtree US Largecap Divid | 1.41% | 1,035,464 | $99.7M | Reduce -1.1% |
| APH Amphenol Corp. Class A | 1.39% | 556,817 | $98.2M | Add +897.8% |
| COST Costco Wholesale Corp. | 1.32% | 99,506 | $93.1M | Reduce -0.6% |
| AVGO Broadcom Inc. | 1.32% | 246,351 | $93.1M | Add +672.6% |
| UBER Uber Technologies Inc. | 1.25% | 1,219,547 | $88.0M | Add +5.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.23% | 116,201 | $86.8M | Add +0.5% |
| SPOT Spotify Technology SA | 1.09% | 168,103 | $77.2M | Add +11.1% |
| EOG EOG Resources Inc. | 1.07% | 583,553 | $75.7M | Add +6.3% |
| CROX Crocs Inc. | 1.02% | 594,858 | $71.8M | Reduce -6.8% |
| BLDR Builders Firstsource Inc. | 0.97% | 769,146 | $68.8M | Reduce -4.2% |
| PGR Progressive Corp. | 0.95% | 308,477 | $67.4M | Reduce -2.8% |
| VEU Vanguard Ftse All-World Ex-U | 0.87% | 735,314 | $61.6M | Add +22.3% |
| IVV iShares Core S&P 500 ETF | 0.86% | 80,729 | $60.5M | Add +1.0% |
| NOW ServiceNow Inc. | 0.83% | 589,067 | $58.5M | Add +11611.1% |
| ARCC Ares Capital Corp. | 0.79% | 3,007,303 | $55.7M | Reduce -3.6% |
| DXJ Wisdomtree Japan Hedged Eq | 0.76% | 310,765 | $53.9M | Add +1.0% |
| IAU iShares Gold Trust | 0.67% | 627,964 | $47.4M | Add +1.2% |
| JAAA Janus Henderson Aaa Clo ETF | 0.63% | 883,494 | $44.6M | Add +13.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.55% | 258,499 | $39.2M | Reduce -4.9% |
| GLDM SPDR Gold Minishares Trust | 0.49% | 438,275 | $34.8M | Add +11.0% |
| JNJ Johnson & Johnson | 0.47% | 130,109 | $33.0M | Reduce -2.3% |
| SHW The Sherwin-Williams Co. | 0.45% | 92,530 | $31.9M | Reduce -3.1% |
| LLY Eli Lilly & Co. | 0.44% | 25,798 | $30.9M | Reduce -4.6% |
| AMT American Tower Corp. | 0.43% | 185,707 | $30.4M | Reduce -46.4% |
| CASY Casey's General Stores Inc. | 0.42% | 37,619 | $29.9M | New |
| UNH Unitedhealth Group Inc. | 0.40% | 68,844 | $28.6M | Reduce -18.7% |
| IWF iShares Russell 1000 Growth | 0.40% | 230,399 | $28.6M | Reduce -3.6% |
| GLD SPDR Gold Shares | 0.37% | 70,320 | $25.9M | Reduce -2.8% |
| CVX Chevron Corp. | 0.33% | 142,452 | $23.6M | Reduce -1.4% |
| VEA Vanguard Ftse Developed ETF | 0.30% | 294,405 | $21.0M | Add +22.5% |
| ABBV Abbvie Inc. | 0.28% | 79,804 | $20.1M | Reduce -2.5% |
| CSCO Cisco Systems Inc. | 0.28% | 170,027 | $20.0M | Reduce -3.0% |
| EFA iShares MSCI Eafe ETF | 0.27% | 181,663 | $18.9M | Add +1.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.24% | 60,517 | $17.0M | Reduce -3.6% |
| AMAT Applied Materials Inc. | 0.23% | 22,684 | $16.4M | Reduce -3.2% |
| NEE Nextera Energy Inc. | 0.22% | 176,414 | $15.5M | Add +0.9% |
| RSP Invesco S&P 500 Equal Weight | 0.21% | 71,112 | $15.1M | Add +21.5% |
| TSLA Tesla Inc. | 0.19% | 31,386 | $13.2M | Reduce -13.1% |
| VWO Vanguard Ftse Emerging Marke | 0.18% | 214,877 | $12.8M | Add +2.9% |
| IWB iShares Russell 1000 ETF | 0.18% | 30,865 | $12.6M | Reduce -2.0% |
| JBL Jabil Inc. | 0.17% | 31,740 | $12.2M | Reduce -3.2% |
| ADP Automatic Data Processing | 0.17% | 54,502 | $12.2M | Add +0.1% |
| VGK Vanguard Ftse Europe ETF | 0.17% | 136,099 | $12.1M | Add +0.7% |
| XLK SS Technology Select Sector | 0.17% | 62,658 | $11.9M | Add +6.5% |
| MRK Merck & Co. Inc. | 0.17% | 91,089 | $11.7M | Reduce -0.8% |
| IWM iShares Russell 2000 ETF | 0.16% | 38,790 | $11.7M | Reduce -0.4% |
| V Visa Inc. Class A | 0.16% | 33,672 | $11.6M | Add +0.2% |
| IJH iShares Core S&P Midcap ETF | 0.16% | 149,340 | $11.5M | Add +2.8% |
| PEP Pepsico Inc. | 0.16% | 82,719 | $11.2M | Reduce -1.2% |
| TXN Texas Instruments Inc. | 0.16% | 37,238 | $11.1M | Reduce -6.8% |
| MDY State Street SPDR S&P Midcap | 0.15% | 15,125 | $10.6M | Reduce -1.7% |
| RTX RTX Corp. | 0.15% | 55,024 | $10.4M | Reduce -0.1% |
| XOM Exxon Mobil Corp. | 0.15% | 75,510 | $10.3M | Reduce -0.1% |
| KO The Coca-Cola Co. | 0.14% | 125,610 | $10.2M | Reduce -6.6% |
| ROP Roper Technologies Inc. | 0.14% | 29,760 | $10.1M | Reduce -16.6% |
| MCK McKesson Corp. | 0.14% | 13,208 | $10.0M | Reduce -5.7% |
| SYK Stryker Corp. | 0.13% | 29,457 | $9.3M | Reduce -1.9% |
| CAT Caterpillar Inc. | 0.13% | 8,582 | $9.1M | Reduce -3.5% |
| PG The Procter & Gamble Co. | 0.13% | 60,544 | $8.9M | Reduce -1.9% |
| WMT Walmart Inc. | 0.12% | 76,989 | $8.7M | Reduce -1.6% |
| MPLX MPLX LP | 0.12% | 152,053 | $8.6M | Add +15.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.12% | 11 | $8.2M | No change |
| ORCL Oracle Corp. | 0.12% | 55,803 | $8.2M | Reduce -7.0% |
| EPD Enterprise Products Partners | 0.11% | 219,962 | $8.1M | No change |
| IVW iShares S&P 500 Growth ETF | 0.11% | 54,595 | $7.5M | No change |
| MCD McDonald's Corp. | 0.11% | 27,469 | $7.4M | Reduce -21.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.10% | 9,780 | $7.2M | Add +1.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.10% | 18,918 | $7.0M | Add +1.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.10% | 23,028 | $7.0M | Add +1.4% |
| LOW Lowe's Cos Inc. | 0.10% | 31,566 | $7.0M | Reduce -0.7% |
| XLV SS Health Care Select Sector | 0.09% | 42,267 | $6.7M | Reduce -1.5% |
| ACN Accenture PLC Class A | 0.09% | 52,865 | $6.6M | Reduce -45.5% |
| AMGN Amgen Inc. | 0.09% | 16,770 | $6.1M | Reduce -5.8% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.09% | 66,631 | $6.0M | Add +26.7% |
| ECL Ecolab Inc. | 0.08% | 20,656 | $5.8M | Reduce -0.3% |
| MELI MercadoLibre Inc. | 0.08% | 3,263 | $5.5M | Reduce -87.7% |
| IBIT iShares Bitcoin Trust ETF | 0.08% | 165,515 | $5.5M | Add +9.7% |
Other holdings (7): bonds, preferreds, convertibles and warrants · $24K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| ALISR Calisa Acquisition Corp. | RIGHT 09/11/2030 | 16,590 | $10K | No change |
| CAPNR Cayson Acquisition Corp. | RIGHT 99/99/9999 | 13,000 | $3K | No change |
| TDWDR Tailwind 2.0 Acquisition-RTS | RIGHT 11/07/2030 | 23,200 | $3K | No change |
| MKLYR McKinley Acquisition Corp. | RIGHT 07/25/2030 | 12,910 | $2K | No change |
| IBACR Ib Acquisition Corp.-RTS | RIGHT 09/28/2026 | 19,576 | $2K | No change |
| TWLVR Twelve Seas Investment Co. II | RIGHT 11/21/2030 | 13,610 | $2K | New |
| INACR Indigo Acquisition Corp. | RIGHT 04/02/2027 | 10,730 | $1K | No change |
Total filed on the 13F, all lines: $7.1B.
Portfolio Sells Q1 2026 → Q2 2026
| ADBE Adobe Inc. | Reduce -93.4% | 0.04% | −0.74 |
| MELI MercadoLibre Inc. | Reduce -87.7% | 0.08% | −0.64 |
| AMT American Tower Corp. | Reduce -46.4% | 0.43% | −0.51 |
| MSFT Microsoft Corp. | Reduce -0.1% | 4.14% | −0.43 |
| COST Costco Wholesale Corp. | Reduce -0.6% | 1.32% | −0.25 |
| MA Mastercard Inc. Class A | Reduce -0.6% | 2.83% | −0.25 |
| WMB Williams Cos Inc. | Reduce -1.0% | 2.47% | −0.24 |
| CBRE CBRE Group Inc. Class A | Reduce -0.4% | 1.87% | −0.23 |
| ACN Accenture PLC Class A | Reduce -45.5% | 0.09% | −0.21 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.6% | 1.88% | −0.18 |
| BLK BlackRock Inc. | Reduce -0.3% | 1.44% | −0.17 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.4% | 1.78% | −0.16 |
| CB Chubb Ltd. | Reduce -1.1% | 2.01% | −0.15 |
| CVX Chevron Corp. | Reduce -1.4% | 0.33% | −0.14 |
| TJX TJX Companies Inc. | Reduce -4.9% | 0.55% | −0.13 |
| GLD SPDR Gold Shares | Reduce -2.8% | 0.37% | −0.12 |
| ARCC Ares Capital Corp. | Reduce -3.6% | 0.79% | −0.10 |
| HD Home Depot Inc. | Reduce -0.7% | 2.14% | −0.09 |
| ABT Abbott Laboratories | Reduce -32.8% | 0.08% | −0.07 |
| BLDR Builders Firstsource Inc. | Reduce -4.2% | 0.97% | −0.07 |
| MCD McDonald's Corp. | Reduce -21.1% | 0.11% | −0.07 |
| DLN Wisdomtree US Largecap Divid | Reduce -1.1% | 1.41% | −0.06 |
| ROP Roper Technologies Inc. | Reduce -16.6% | 0.14% | −0.06 |
| XOM Exxon Mobil Corp. | Reduce -0.1% | 0.15% | −0.06 |
| JPM JPMorgan Chase & Co. | Reduce -2.4% | 2.41% | −0.06 |
| MCK McKesson Corp. | Reduce -5.7% | 0.14% | −0.05 |
| PEP Pepsico Inc. | Reduce -1.2% | 0.16% | −0.05 |
| JNJ Johnson & Johnson | Reduce -2.3% | 0.47% | −0.04 |
| PGR Progressive Corp. | Reduce -2.8% | 0.95% | −0.04 |
| SHW The Sherwin-Williams Co. | Reduce -3.1% | 0.45% | −0.03 |
| WMT Walmart Inc. | Reduce -1.6% | 0.12% | −0.03 |
| TSLA Tesla Inc. | Reduce -13.1% | 0.19% | −0.02 |
| SYK Stryker Corp. | Reduce -1.9% | 0.13% | −0.02 |
| ORCL Oracle Corp. | Reduce -7.0% | 0.12% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -0.7% | 0.10% | −0.02 |
| RTX RTX Corp. | Reduce -0.1% | 0.15% | −0.02 |
| NKE Nike Inc. Class B | Reduce -43.0% | 0.01% | −0.02 |
| CRM Salesforce Inc. | Reduce -0.1% | 0.05% | −0.02 |
| KO The Coca-Cola Co. | Reduce -6.6% | 0.14% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -1.9% | 0.13% | −0.01 |
| PFE Pfizer Inc. | Reduce -8.2% | 0.03% | −0.01 |
| AMGN Amgen Inc. | Reduce -5.8% | 0.09% | −0.01 |
| ZTS Zoetis Inc. | Reduce -17.1% | 0.01% | −0.01 |
| ITW Illinois Tool Works | Reduce -6.4% | 0.08% | −0.01 |
| CDW CDW Corp. | Reduce -53.7% | 0.01% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -0.8% | 0.03% | −0.01 |
| NET Cloudflare Inc. Class A | Reduce -16.3% | 0.07% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -0.8% | 0.17% | −0.01 |
| INTU Intuit Inc. | Reduce -49.6% | 0.00% | −0.01 |
| DHR Danaher Corp. | Reduce -1.2% | 0.06% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| APH Amphenol Corp. Class A | Add +897.8% | 1.39% | +1.28 |
| AVGO Broadcom Inc. | Add +672.6% | 1.32% | +1.16 |
| NOW ServiceNow Inc. | Add +11611.1% | 0.83% | +0.82 |
| CASY Casey's General Stores Inc. | New | 0.42% | +0.42 |
| SN Sharkninja Inc. | Add +5.5% | 1.52% | +0.41 |
| VOO Vanguard S&P 500 ETF | Add +16.5% | 1.42% | +0.24 |
| VEU Vanguard Ftse All-World Ex-U | Add +22.3% | 0.87% | +0.16 |
| VEA Vanguard Ftse Developed ETF | Add +22.5% | 0.30% | +0.05 |
| XLK SS Technology Select Sector | Add +6.5% | 0.17% | +0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.5% | 1.23% | +0.04 |
| RSP Invesco S&P 500 Equal Weight | Add +21.5% | 0.21% | +0.04 |
| IVV iShares Core S&P 500 ETF | Add +1.0% | 0.86% | +0.03 |
| LEU Centrus Energy Corp. Class A | New | 0.03% | +0.03 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +26.7% | 0.09% | +0.02 |
| JAAA Janus Henderson Aaa Clo ETF | Add +13.9% | 0.63% | +0.02 |
| XLE SS Energy Select Sector | Add +88.7% | 0.05% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.8% | 0.10% | +0.01 |
| GEV GE Vernova Inc. | Add +3.0% | 0.06% | +0.01 |
| GE General Electric | Add +5.0% | 0.06% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +2.8% | 0.16% | +0.01 |
| BXSL Blackstone Secured Lending F | Add +104.0% | 0.02% | +0.01 |
| PANW Palo Alto Networks Inc. | Add +2.2% | 0.02% | +0.01 |
| GLNG Golar LNG Ltd. | New | 0.01% | +0.01 |
| PAA Plains All Amer Pipeline LP | New | 0.01% | +0.01 |
| BXDC Blackstone Digital Infrastru | New | 0.01% | +0.01 |
| VOYG Voyager Technologies Inc. Class A | Add +0.3% | 0.03% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.1% | 0.08% | +0.01 |
| SPCX Space Exploration Techn Class A | New | 0.01% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +1.4% | 0.10% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.1% | 0.10% | +0.00 |
| VWO Vanguard Ftse Emerging Marke | Add +2.9% | 0.18% | +0.00 |
| CMS CMS Energy Corp. | New | 0.00% | +0.00 |
| BETA Beta Technologies Inc. Class A | New | 0.00% | +0.00 |
| V Visa Inc. Class A | Add +0.2% | 0.16% | +0.00 |
| BE Bloom Energy Corp. Class A | New | 0.00% | +0.00 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.00% | +0.00 |
| HPE Hewlett Packard Enterprise | New | 0.00% | +0.00 |
| WLY Wiley (john) & Sons Class A | New | 0.00% | +0.00 |
| ECPG Encore Capital Group Inc. | New | 0.00% | +0.00 |
| MNST Monster Beverage Corp. | New | 0.00% | +0.00 |
| BWA Borgwarner Inc. | New | 0.00% | +0.00 |
| RY Royal Bank of Canada | New | 0.00% | +0.00 |
| XLP SS Consumer Staples Sel Sect | Add +24.8% | 0.03% | +0.00 |
| A Agilent Technologies Inc. | New | 0.00% | +0.00 |
| EEM iShares MSCI Emerging Market | Add +10.2% | 0.02% | +0.00 |
| ELV Elevance Health Inc. | New | 0.00% | +0.00 |
| WRB WR Berkley Corp. | New | 0.00% | +0.00 |
| GAM General American Investors | New | 0.00% | +0.00 |
| CIBR First Trust Nasdaq Cybersecu | New | 0.00% | +0.00 |
| IYW iShares Ustechnology ETF | New | 0.00% | +0.00 |
Notes & Other Activity Q1 2026 → Q2 2026
| TWLVR Twelve Seas Investment Co. II | RIGHT 11/21/2030 | New | 13,610 | $2K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 426 | $7.1B | NVDA, AAPL, MSFT, GOOG, AMZN |
| Q1 2026 | 412 | $6.4B | AAPL, NVDA, MSFT, GOOG, AMZN |
| Q4 2025 | 416 | $6.8B | AAPL, NVDA, MSFT, GOOG, AMZN |
| Q3 2025 | 413 | $6.8B | NVDA, MSFT, AAPL, AMZN, GOOG |
| Q2 2025 | 406 | $6.4B | MSFT, NVDA, AAPL, AMZN, MA |
| Q1 2025 | 411 | $6.2B | AAPL, MSFT, NVDA, MA, AMZN |
| Q4 2024 | 416 | $6.7B | AAPL, MSFT, NVDA, AMZN, BX |
| Q3 2024 | 417 | $6.7B | AAPL, MSFT, NVDA, AMZN, BX |
| Q2 2024 | 408 | $6.4B | MSFT, AAPL, NVDA, AMZN, MA |
| Q1 2024 | 419 | $6.4B | MSFT, AAPL, AMZN, NVDA, MA |