Evercore Wealth Management, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Evercore Wealth Management, LLC reported 413 stock positions worth $6.8 billion. Its top holding was Nvidia (NVDA) at 6.4% of the portfolio, followed by Microsoft (MSFT, 6.2%) and Apple (AAPL, 6.1%). Compared with Q2 2025, it opened 21 new positions, sold out of 14, added to 73 and reduced 186. The biggest buy was a new position in MercadoLibre (MELI) and the biggest sale an exit from Ansys (ANSS).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001482689
- Portfolio Value
- $6.8B (Q3 2025)
- SEC Filing
- 0001172661-25-004885 ↗ filed Nov 14, 2025
Holdings Value
Holdings 413 stocks · $6.8B
| NVDA Nvidia Corp. | 6.40% | 2,338,533 | $436.3M | Reduce -3.1% |
| MSFT Microsoft Corp. | 6.23% | 819,395 | $424.4M | Reduce -2.0% |
| AAPL Apple Inc. | 6.05% | 1,619,311 | $412.3M | Reduce -1.6% |
| AMZN Amazon.com Inc. | 3.71% | 1,152,251 | $253.0M | Reduce -1.0% |
| GOOG Alphabet Inc. Class C | 3.49% | 977,185 | $238.0M | Reduce -0.7% |
| MA Mastercard Inc. Class A | 3.38% | 405,527 | $230.7M | Reduce -1.7% |
| BX Blackstone Inc. | 3.34% | 1,333,651 | $227.9M | Reduce -1.8% |
| AZO AutoZone Inc. | 3.25% | 51,590 | $221.3M | Reduce -2.5% |
| MS Morgan Stanley | 2.90% | 1,244,132 | $197.8M | Reduce -1.4% |
| JPM JPMorgan Chase & Co. | 2.74% | 591,010 | $186.4M | Reduce -1.5% |
| GOOGL Alphabet Inc. Class A | 2.73% | 766,671 | $186.4M | Reduce -1.9% |
| HD Home Depot Inc. | 2.65% | 445,080 | $180.3M | Reduce -1.3% |
| CBRE CBRE Group Inc. Class A | 2.37% | 1,023,385 | $161.2M | Reduce -1.5% |
| WMB Williams Cos Inc. | 2.32% | 2,498,218 | $158.3M | Reduce -1.4% |
| TMO Thermo Fisher Scientific Inc. | 1.99% | 280,298 | $136.0M | Reduce -1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.98% | 268,325 | $134.9M | Reduce -1.2% |
| FIX Comfort Systems USA Inc. | 1.93% | 159,280 | $131.4M | Add +0.4% |
| BLK BlackRock Inc. | 1.87% | 109,536 | $127.7M | Reduce -0.5% |
| CB Chubb Ltd. | 1.81% | 436,609 | $123.2M | Add +0.3% |
| UBER Uber Technologies Inc. | 1.60% | 1,109,748 | $108.7M | Add +3.3% |
| BLDR Builders Firstsource Inc. | 1.55% | 870,088 | $105.5M | Reduce -0.4% |
| VIK Viking Holdings Ltd. | 1.53% | 1,681,006 | $104.5M | Add +0.1% |
| COST Costco Wholesale Corp. | 1.38% | 101,742 | $94.2M | Reduce -2.1% |
| DLN Wisdomtree US Largecap Divid | 1.34% | 1,050,411 | $91.4M | Reduce -2.0% |
| CDW CDW Corp. | 1.17% | 501,141 | $79.8M | Reduce -0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.13% | 115,895 | $77.2M | Add +0.3% |
| PGR Progressive Corp. | 1.13% | 311,744 | $77.0M | Add +15.8% |
| AMT American Tower Corp. | 1.12% | 396,800 | $76.3M | Reduce -2.2% |
| ADBE Adobe Inc. | 1.07% | 207,026 | $73.0M | Add +0.9% |
| EOG EOG Resources Inc. | 1.04% | 629,372 | $70.6M | Reduce -1.6% |
| GNRC Generac Holdings Inc. | 0.99% | 403,504 | $67.5M | Reduce -6.6% |
| CROX Crocs Inc. | 0.90% | 736,229 | $61.5M | Reduce -7.3% |
| MELI MercadoLibre Inc. | 0.79% | 23,137 | $54.1M | New |
| VOO Vanguard S&P 500 ETF | 0.76% | 84,377 | $51.7M | Add +23.5% |
| UNH Unitedhealth Group Inc. | 0.74% | 145,535 | $50.3M | Reduce -53.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.72% | 338,394 | $48.9M | Reduce -4.7% |
| ARCC Ares Capital Corp. | 0.72% | 2,391,286 | $48.8M | Add +43.5% |
| IAU iShares Gold Trust | 0.66% | 619,495 | $45.1M | Reduce -2.6% |
| IVV iShares Core S&P 500 ETF | 0.65% | 66,594 | $44.6M | Add +0.3% |
| DXJ Wisdomtree Japan Hedged Eq | 0.56% | 297,872 | $38.1M | Reduce -0.3% |
| ACN Accenture PLC Class A | 0.54% | 150,337 | $37.1M | Reduce -58.6% |
| SHW The Sherwin-Williams Co. | 0.51% | 100,023 | $34.6M | Reduce -1.8% |
| JAAA Janus Henderson Aaa Clo ETF | 0.46% | 614,328 | $31.2M | Add +79.7% |
| FISV Fiserv Inc. | 0.45% | 238,221 | $30.7M | Reduce -27.7% |
| JNJ Johnson & Johnson | 0.45% | 163,628 | $30.3M | Reduce -1.4% |
| IWF iShares Russell 1000 Growth | 0.40% | 58,381 | $27.3M | Add +0.3% |
| GLD SPDR Gold Shares | 0.39% | 75,393 | $26.8M | Reduce -0.6% |
| LLY Eli Lilly & Co. | 0.38% | 34,343 | $26.2M | Reduce -4.5% |
| CVX Chevron Corp. | 0.33% | 144,988 | $22.5M | Reduce -11.7% |
| VEU Vanguard Ftse All-World Ex-U | 0.31% | 299,421 | $21.4M | Add +187.9% |
| ROP Roper Technologies Inc. | 0.30% | 41,427 | $20.7M | Reduce -1.4% |
| ABBV Abbvie Inc. | 0.29% | 85,370 | $19.8M | Reduce -0.8% |
| GLDM SPDR Gold Minishares Trust | 0.28% | 251,757 | $19.2M | Add +132.2% |
| ORCL Oracle Corp. | 0.25% | 61,618 | $17.3M | Reduce -0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.24% | 58,791 | $16.6M | Reduce -1.0% |
| EFA iShares MSCI Eafe ETF | 0.24% | 174,207 | $16.3M | Reduce -2.0% |
| SCHW Schwab (charles) Corp. | 0.24% | 169,728 | $16.2M | Reduce -2.1% |
| ADP Automatic Data Processing | 0.24% | 55,078 | $16.2M | Reduce -1.6% |
| ABT Abbott Laboratories | 0.20% | 103,216 | $13.8M | Reduce -15.9% |
| PEP Pepsico Inc. | 0.20% | 97,140 | $13.6M | Reduce -3.6% |
| TSLA Tesla Inc. | 0.20% | 30,286 | $13.5M | Add +1.1% |
| NEE Nextera Energy Inc. | 0.19% | 167,619 | $12.7M | Add +2.4% |
| VEA Vanguard Ftse Developed ETF | 0.18% | 210,085 | $12.6M | Add +1.7% |
| MCD McDonald's Corp. | 0.18% | 40,724 | $12.4M | Reduce -4.4% |
| CSCO Cisco Systems Inc. | 0.18% | 178,648 | $12.2M | Add +1.6% |
| V Visa Inc. Class A | 0.18% | 35,375 | $12.1M | Reduce -0.4% |
| SYK Stryker Corp. | 0.17% | 32,129 | $11.9M | Reduce -0.2% |
| RTX RTX Corp. | 0.17% | 67,878 | $11.4M | Add +0.3% |
| MCK McKesson Corp. | 0.16% | 14,199 | $11.0M | Reduce -11.9% |
| AVGO Broadcom Inc. | 0.16% | 32,945 | $10.9M | Reduce -0.9% |
| PG The Procter & Gamble Co. | 0.16% | 69,022 | $10.6M | Reduce -4.1% |
| RSP Invesco S&P 500 Equal Weight | 0.16% | 55,790 | $10.6M | Reduce -6.0% |
| IJH iShares Core S&P Midcap ETF | 0.15% | 158,814 | $10.4M | No change |
| XLK SS Technology Select Sector | 0.14% | 34,752 | $9.8M | Reduce -11.4% |
| XOM Exxon Mobil Corp. | 0.14% | 83,648 | $9.4M | Reduce -1.2% |
| MDY State Street SPDR S&P Midcap | 0.14% | 15,684 | $9.3M | Reduce -0.9% |
| KO The Coca-Cola Co. | 0.13% | 137,579 | $9.1M | Reduce -4.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.13% | 12 | $9.1M | Add +9.1% |
| IWM iShares Russell 2000 ETF | 0.13% | 36,026 | $8.7M | Reduce -1.2% |
| TXN Texas Instruments Inc. | 0.13% | 46,844 | $8.6M | Reduce -2.8% |
| LOW Lowe's Cos Inc. | 0.12% | 32,755 | $8.2M | Reduce -0.7% |
| WMT Walmart Inc. | 0.12% | 79,681 | $8.2M | Reduce -0.9% |
| MRK Merck & Co. Inc. | 0.12% | 94,545 | $7.9M | Reduce -1.5% |
| JBL Jabil Inc. | 0.11% | 36,040 | $7.8M | Reduce -1.4% |
| APH Amphenol Corp. Class A | 0.11% | 61,473 | $7.6M | Reduce -0.4% |
| CHKP Check Point Software Tech | 0.11% | 36,268 | $7.5M | Reduce -0.0% |
| VWO Vanguard Ftse Emerging Marke | 0.10% | 130,389 | $7.1M | Add +38.1% |
| EPD Enterprise Products Partners | 0.10% | 216,493 | $6.8M | No change |
| IVW iShares S&P 500 Growth ETF | 0.10% | 55,010 | $6.6M | No change |
| MPLX MPLX LP | 0.10% | 132,053 | $6.6M | No change |
| XLV SS Health Care Select Sector | 0.10% | 46,795 | $6.5M | Reduce -21.3% |
| VGK Vanguard Ftse Europe ETF | 0.09% | 80,747 | $6.4M | Add +112.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.09% | 24,013 | $6.1M | Reduce -2.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.09% | 10,159 | $6.1M | Reduce -0.8% |
| PLTR Palantir Technologies Inc. Class A | 0.09% | 33,351 | $6.1M | No change |
| CRM Salesforce Inc. | 0.09% | 25,396 | $6.0M | Reduce -2.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.09% | 18,244 | $6.0M | No change |
| ECL Ecolab Inc. | 0.09% | 21,179 | $5.8M | No change |
| IWB iShares Russell 1000 ETF | 0.08% | 15,680 | $5.7M | Add +0.8% |
| ITW Illinois Tool Works | 0.08% | 21,458 | $5.6M | Reduce -0.8% |
Portfolio Sells Q2 2025 → Q3 2025
| ANSS Ansys Inc. | Sold out | 0.00% | −1.18 |
| ACN Accenture PLC Class A | Reduce -58.6% | 0.54% | −1.15 |
| UNH Unitedhealth Group Inc. | Reduce -53.0% | 0.74% | −0.77 |
| FISV Fiserv Inc. | Reduce -27.7% | 0.45% | −0.43 |
| CROX Crocs Inc. | Reduce -7.3% | 0.90% | −0.35 |
| AMT American Tower Corp. | Reduce -2.2% | 1.12% | −0.27 |
| AMZN Amazon.com Inc. | Reduce -1.0% | 3.71% | −0.26 |
| MSFT Microsoft Corp. | Reduce -2.0% | 6.23% | −0.24 |
| CDW CDW Corp. | Reduce -0.1% | 1.17% | −0.22 |
| MA Mastercard Inc. Class A | Reduce -1.7% | 3.38% | −0.22 |
| COST Costco Wholesale Corp. | Reduce -2.1% | 1.38% | −0.22 |
| EOG EOG Resources Inc. | Reduce -1.6% | 1.04% | −0.15 |
| WMB Williams Cos Inc. | Reduce -1.4% | 2.32% | −0.15 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.2% | 1.98% | −0.07 |
| ROP Roper Technologies Inc. | Reduce -1.4% | 0.30% | −0.07 |
| ABT Abbott Laboratories | Reduce -15.9% | 0.20% | −0.06 |
| LLY Eli Lilly & Co. | Reduce -4.5% | 0.38% | −0.05 |
| BLDR Builders Firstsource Inc. | Reduce -0.4% | 1.55% | −0.04 |
| SHW The Sherwin-Williams Co. | Reduce -1.8% | 0.51% | −0.04 |
| CVX Chevron Corp. | Reduce -11.7% | 0.33% | −0.04 |
| ADP Automatic Data Processing | Reduce -1.6% | 0.24% | −0.03 |
| TXN Texas Instruments Inc. | Reduce -2.8% | 0.13% | −0.03 |
| XLV SS Health Care Select Sector | Reduce -21.3% | 0.10% | −0.03 |
| IBM Intl Business Machines Corp. | Reduce -1.0% | 0.24% | −0.03 |
| DLN Wisdomtree US Largecap Divid | Reduce -2.0% | 1.34% | −0.03 |
| KO The Coca-Cola Co. | Reduce -4.2% | 0.13% | −0.02 |
| SYK Stryker Corp. | Reduce -0.2% | 0.17% | −0.02 |
| MCK McKesson Corp. | Reduce -11.9% | 0.16% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -4.1% | 0.16% | −0.02 |
| CRM Salesforce Inc. | Reduce -2.3% | 0.09% | −0.02 |
| XOP SS SPDR S&P Og Exp & Prod | Reduce -73.8% | 0.01% | −0.02 |
| V Visa Inc. Class A | Reduce -0.4% | 0.18% | −0.02 |
| STZ Constellation Brands Inc. Class A | Reduce -74.5% | 0.00% | −0.02 |
| UPS United Parcel Service Class B | Reduce -27.7% | 0.02% | −0.02 |
| CHKP Check Point Software Tech | Reduce -0.0% | 0.11% | −0.01 |
| RSP Invesco S&P 500 Equal Weight | Reduce -6.0% | 0.16% | −0.01 |
| MCD McDonald's Corp. | Reduce -4.4% | 0.18% | −0.01 |
| HON Honeywell International Inc. | Reduce -3.6% | 0.05% | −0.01 |
| XLK SS Technology Select Sector | Reduce -11.4% | 0.14% | −0.01 |
| JBL Jabil Inc. | Reduce -1.4% | 0.11% | −0.01 |
| BSX Boston Scientific Corp. | Reduce -40.4% | 0.01% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -2.0% | 0.24% | −0.01 |
| SCHW Schwab (charles) Corp. | Reduce -2.1% | 0.24% | −0.01 |
| COIN Coinbase Global Inc. Class A | Reduce -51.0% | 0.01% | −0.01 |
| OTIS Otis Worldwide Corp. | Reduce -6.2% | 0.03% | −0.01 |
| CHD Church & Dwight Co. Inc. | Reduce -0.5% | 0.04% | −0.01 |
| MDLZ Mondelez International Inc. Class A | Reduce -12.2% | 0.02% | −0.01 |
| RPM RPM International Inc. | Reduce -12.3% | 0.06% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -3.4% | 0.07% | −0.01 |
| AJG Arthur J Gallagher & Co. | Reduce -22.4% | 0.02% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| MELI MercadoLibre Inc. | New | 0.79% | +0.79 |
| FIX Comfort Systems USA Inc. | Add +0.4% | 1.93% | +0.61 |
| VEU Vanguard Ftse All-World Ex-U | Add +187.9% | 0.31% | +0.20 |
| JAAA Janus Henderson Aaa Clo ETF | Add +79.7% | 0.46% | +0.19 |
| GLDM SPDR Gold Minishares Trust | Add +132.2% | 0.28% | +0.17 |
| VOO Vanguard S&P 500 ETF | Add +23.5% | 0.76% | +0.15 |
| ARCC Ares Capital Corp. | Add +43.5% | 0.72% | +0.15 |
| VIK Viking Holdings Ltd. | Add +0.1% | 1.53% | +0.14 |
| AGG iShares Core U.S. Aggregate | Add +1843.0% | 0.06% | +0.06 |
| TSLA Tesla Inc. | Add +1.1% | 0.20% | +0.05 |
| VGK Vanguard Ftse Europe ETF | Add +112.8% | 0.09% | +0.05 |
| UBER Uber Technologies Inc. | Add +3.3% | 1.60% | +0.04 |
| EXE Expand Energy Corp. | New | 0.03% | +0.03 |
| VWO Vanguard Ftse Emerging Marke | Add +38.1% | 0.10% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.3% | 1.13% | +0.02 |
| TEL Te Connectivity PLC | Add +221.5% | 0.03% | +0.02 |
| IWF iShares Russell 1000 Growth | Add +0.3% | 0.40% | +0.02 |
| JCI Johnson Controls Internation | Add +301.9% | 0.02% | +0.02 |
| SEI Solaris Energy Infrastructur | New | 0.01% | +0.01 |
| IBIT iShares Bitcoin Trust ETF | Add +94.3% | 0.03% | +0.01 |
| IOT Samsara Inc. Class A | New | 0.01% | +0.01 |
| PGR Progressive Corp. | Add +15.8% | 1.13% | +0.01 |
| RTX RTX Corp. | Add +0.3% | 0.17% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +0.3% | 0.65% | +0.01 |
| SNPS Synopsys Inc. | Add +255.1% | 0.02% | +0.01 |
| ALL Allstate Corp. | Add +171.0% | 0.02% | +0.01 |
| CAT Caterpillar Inc. | Add +0.1% | 0.07% | +0.01 |
| NEE Nextera Energy Inc. | Add +2.4% | 0.19% | +0.01 |
| BRK.A Berkshire Hathaway Inc. Class A | Add +9.1% | 0.13% | +0.01 |
| SLV iShares Silver Trust | Add +13.5% | 0.03% | +0.01 |
| GLW Corning Inc. | Add +0.4% | 0.02% | +0.01 |
| COF Capital One Financial Corp. | Add +103.8% | 0.01% | +0.01 |
| BA The Boeing Co. | Add +19.3% | 0.04% | +0.01 |
| GILD Gilead Sciences Inc. | Add +37.7% | 0.02% | +0.01 |
| NVT Nvent Electric PLC | New | 0.01% | +0.01 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +40.3% | 0.02% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +2.5% | 0.06% | +0.00 |
| FXI iShares China Large-Cap ETF | New | 0.00% | +0.00 |
| PNR Pentair PLC | New | 0.00% | +0.00 |
| HUBB Hubbell Inc. | New | 0.00% | +0.00 |
| ALNY Alnylam Pharmaceuticals Inc. | New | 0.00% | +0.00 |
| HOLX Hologic Inc. | New | 0.00% | +0.00 |
| FXF Invesco Currencyshares Swiss | New | 0.00% | +0.00 |
| EWJ iShares MSCI Japan ETF | New | 0.00% | +0.00 |
| VMRK Vivmark Residential | New | 0.00% | +0.00 |
| BNY Bank of New York Mellon Corp. | Add +35.8% | 0.01% | +0.00 |
| D Dominion Energy Inc. | New | 0.00% | +0.00 |
| SKYY First Trust Cloud Computing | New | 0.00% | +0.00 |
| GAM General American Investors | New | 0.00% | +0.00 |
| NUE Nucor Corp. | New | 0.00% | +0.00 |
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 |