Evercore Wealth Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Evercore Wealth Management, LLC reported 416 stock positions worth $6.8 billion. Its top holding was Apple (AAPL) at 6.3% of the portfolio, followed by Nvidia (NVDA, 6.2%) and Microsoft (MSFT, 5.8%). Compared with Q3 2025, it opened 21 new positions, sold out of 19, added to 55 and reduced 198. The biggest buy was a new position in Sharkninja (SN) and the biggest sale Microsoft (MSFT, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001482689
- Portfolio Value
- $6.8B (Q4 2025)
- SEC Filing
- 0001172661-26-000920 ↗ filed Feb 17, 2026
Holdings Value
Holdings 416 stocks · $6.8B
| AAPL Apple Inc. | 6.28% | 1,576,554 | $428.6M | Reduce -2.6% |
| NVDA Nvidia Corp. | 6.19% | 2,264,901 | $422.4M | Reduce -3.1% |
| MSFT Microsoft Corp. | 5.75% | 811,533 | $392.5M | Reduce -1.0% |
| GOOG Alphabet Inc. Class C | 4.38% | 953,003 | $299.1M | Reduce -2.5% |
| AMZN Amazon.com Inc. | 3.87% | 1,144,774 | $264.2M | Reduce -0.7% |
| GOOGL Alphabet Inc. Class A | 3.45% | 751,368 | $235.2M | Reduce -2.0% |
| MA Mastercard Inc. Class A | 3.34% | 399,179 | $227.9M | Reduce -1.6% |
| MS Morgan Stanley | 3.17% | 1,216,602 | $216.0M | Reduce -2.2% |
| BX Blackstone Inc. | 2.98% | 1,317,092 | $203.0M | Reduce -1.2% |
| JPM JPMorgan Chase & Co. | 2.77% | 586,994 | $189.1M | Reduce -0.7% |
| AZO AutoZone Inc. | 2.58% | 51,961 | $176.2M | Add +0.7% |
| CBRE CBRE Group Inc. Class A | 2.35% | 997,000 | $160.3M | Reduce -2.6% |
| TMO Thermo Fisher Scientific Inc. | 2.33% | 274,755 | $159.2M | Reduce -2.0% |
| HD Home Depot Inc. | 2.22% | 440,318 | $151.5M | Reduce -1.1% |
| WMB Williams Cos Inc. | 2.17% | 2,459,053 | $147.8M | Reduce -1.6% |
| FIX Comfort Systems USA Inc. | 2.12% | 155,237 | $144.9M | Reduce -2.5% |
| CB Chubb Ltd. | 1.96% | 429,476 | $134.0M | Reduce -1.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.96% | 266,447 | $133.9M | Reduce -0.7% |
| VIK Viking Holdings Ltd. | 1.73% | 1,657,751 | $118.4M | Reduce -1.4% |
| BLK BlackRock Inc. | 1.70% | 108,567 | $116.2M | Reduce -0.9% |
| DLN Wisdomtree US Largecap Divid | 1.33% | 1,033,859 | $91.1M | Reduce -1.6% |
| UBER Uber Technologies Inc. | 1.30% | 1,087,599 | $88.9M | Reduce -2.0% |
| COST Costco Wholesale Corp. | 1.28% | 101,236 | $87.3M | Reduce -0.5% |
| BLDR Builders Firstsource Inc. | 1.24% | 819,418 | $84.3M | Reduce -5.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.16% | 116,548 | $79.5M | Add +0.6% |
| ADBE Adobe Inc. | 1.08% | 210,633 | $73.7M | Add +1.7% |
| VOO Vanguard S&P 500 ETF | 1.00% | 108,649 | $68.1M | Add +28.8% |
| PGR Progressive Corp. | 0.93% | 277,253 | $63.1M | Reduce -11.1% |
| AMT American Tower Corp. | 0.92% | 357,516 | $62.8M | Reduce -9.9% |
| CDW CDW Corp. | 0.91% | 457,544 | $62.3M | Reduce -8.7% |
| SN Sharkninja Inc. | 0.88% | 537,662 | $60.2M | New |
| ARCC Ares Capital Corp. | 0.87% | 2,938,357 | $59.4M | Add +22.9% |
| EOG EOG Resources Inc. | 0.85% | 552,254 | $58.0M | Reduce -12.3% |
| CROX Crocs Inc. | 0.80% | 638,274 | $54.6M | Reduce -13.3% |
| GNRC Generac Holdings Inc. | 0.79% | 395,015 | $53.9M | Reduce -2.1% |
| IVV iShares Core S&P 500 ETF | 0.79% | 78,610 | $53.8M | Add +18.0% |
| IAU iShares Gold Trust | 0.74% | 625,719 | $50.8M | Add +1.0% |
| MELI MercadoLibre Inc. | 0.70% | 23,609 | $47.6M | Add +2.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.69% | 306,077 | $47.0M | Reduce -9.6% |
| DXJ Wisdomtree Japan Hedged Eq | 0.61% | 289,661 | $41.8M | Reduce -2.8% |
| LLY Eli Lilly & Co. | 0.55% | 34,846 | $37.4M | Add +1.5% |
| JAAA Janus Henderson Aaa Clo ETF | 0.53% | 709,587 | $35.9M | Add +15.5% |
| UNH Unitedhealth Group Inc. | 0.52% | 108,010 | $35.7M | Reduce -25.8% |
| ACN Accenture PLC Class A | 0.52% | 132,792 | $35.6M | Reduce -11.7% |
| JNJ Johnson & Johnson | 0.47% | 156,319 | $32.4M | Reduce -4.5% |
| SHW The Sherwin-Williams Co. | 0.47% | 98,818 | $32.0M | Reduce -1.2% |
| GLDM SPDR Gold Minishares Trust | 0.44% | 353,898 | $30.2M | Add +40.6% |
| GLD SPDR Gold Shares | 0.43% | 73,834 | $29.3M | Reduce -2.1% |
| IWF iShares Russell 1000 Growth | 0.43% | 61,676 | $29.2M | Add +5.6% |
| VEU Vanguard Ftse All-World Ex-U | 0.41% | 383,246 | $28.2M | Add +28.0% |
| CVX Chevron Corp. | 0.34% | 153,950 | $23.5M | Add +6.2% |
| ABBV Abbvie Inc. | 0.28% | 83,900 | $19.2M | Reduce -1.7% |
| EFA iShares MSCI Eafe ETF | 0.25% | 180,501 | $17.3M | Add +3.6% |
| ROP Roper Technologies Inc. | 0.25% | 38,871 | $17.3M | Reduce -6.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.25% | 57,605 | $17.1M | Reduce -2.0% |
| SCHW Schwab (charles) Corp. | 0.25% | 169,676 | $17.0M | Reduce -0.0% |
| TSLA Tesla Inc. | 0.24% | 36,436 | $16.4M | Add +20.3% |
| ADP Automatic Data Processing | 0.21% | 55,003 | $14.1M | Reduce -0.1% |
| CSCO Cisco Systems Inc. | 0.21% | 182,310 | $14.0M | Add +2.0% |
| NEE Nextera Energy Inc. | 0.20% | 172,668 | $13.9M | Add +3.0% |
| VEA Vanguard Ftse Developed ETF | 0.20% | 218,960 | $13.7M | Add +4.2% |
| PEP Pepsico Inc. | 0.19% | 92,303 | $13.2M | Reduce -5.0% |
| ABT Abbott Laboratories | 0.18% | 97,909 | $12.3M | Reduce -5.1% |
| V Visa Inc. Class A | 0.18% | 34,956 | $12.3M | Reduce -1.2% |
| ORCL Oracle Corp. | 0.18% | 61,329 | $12.0M | Reduce -0.5% |
| RTX RTX Corp. | 0.17% | 64,302 | $11.8M | Reduce -5.3% |
| MCD McDonald's Corp. | 0.17% | 38,009 | $11.6M | Reduce -6.7% |
| MCK McKesson Corp. | 0.17% | 14,137 | $11.6M | Reduce -0.4% |
| AVGO Broadcom Inc. | 0.16% | 32,508 | $11.3M | Reduce -1.3% |
| SYK Stryker Corp. | 0.16% | 30,129 | $10.6M | Reduce -6.2% |
| IJH iShares Core S&P Midcap ETF | 0.15% | 152,310 | $10.1M | Reduce -4.1% |
| RSP Invesco S&P 500 Equal Weight | 0.14% | 51,505 | $9.9M | Reduce -7.7% |
| MRK Merck & Co. Inc. | 0.14% | 93,100 | $9.8M | Reduce -1.5% |
| XOM Exxon Mobil Corp. | 0.14% | 81,349 | $9.8M | Reduce -2.8% |
| PG The Procter & Gamble Co. | 0.14% | 67,199 | $9.6M | Reduce -2.6% |
| IWM iShares Russell 2000 ETF | 0.14% | 39,079 | $9.6M | Add +8.5% |
| KO The Coca-Cola Co. | 0.14% | 134,856 | $9.4M | Reduce -2.0% |
| MDY State Street SPDR S&P Midcap | 0.14% | 15,560 | $9.4M | Reduce -0.8% |
| XLK SS Technology Select Sector | 0.13% | 63,628 | $9.2M | Reduce -8.4% |
| WMT Walmart Inc. | 0.13% | 79,320 | $8.8M | Reduce -0.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.12% | 11 | $8.3M | Reduce -8.3% |
| APH Amphenol Corp. Class A | 0.12% | 61,317 | $8.3M | Reduce -0.3% |
| JBL Jabil Inc. | 0.12% | 35,840 | $8.2M | Reduce -0.6% |
| LOW Lowe's Cos Inc. | 0.11% | 32,250 | $7.8M | Reduce -1.5% |
| VWO Vanguard Ftse Emerging Marke | 0.11% | 142,085 | $7.6M | Add +9.0% |
| TXN Texas Instruments Inc. | 0.11% | 42,906 | $7.4M | Reduce -8.4% |
| XLV SS Health Care Select Sector | 0.11% | 46,725 | $7.2M | Reduce -0.1% |
| MPLX MPLX LP | 0.10% | 132,053 | $7.0M | No change |
| EPD Enterprise Products Partners | 0.10% | 216,493 | $6.9M | No change |
| IVW iShares S&P 500 Growth ETF | 0.10% | 54,595 | $6.7M | Reduce -0.8% |
| CHKP Check Point Software Tech | 0.10% | 36,200 | $6.7M | Reduce -0.2% |
| CRM Salesforce Inc. | 0.10% | 24,899 | $6.6M | Reduce -2.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.09% | 18,703 | $6.3M | Add +2.5% |
| AMAT Applied Materials Inc. | 0.09% | 23,961 | $6.2M | Reduce -0.1% |
| IBIT iShares Bitcoin Trust ETF | 0.09% | 122,252 | $6.1M | Add +309.7% |
| VGK Vanguard Ftse Europe ETF | 0.09% | 72,104 | $6.0M | Reduce -10.7% |
| PLTR Palantir Technologies Inc. Class A | 0.09% | 33,351 | $5.9M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.09% | 22,723 | $5.9M | Reduce -5.4% |
| AMGN Amgen Inc. | 0.09% | 17,906 | $5.9M | Reduce -0.3% |
| ECL Ecolab Inc. | 0.08% | 20,811 | $5.5M | Reduce -1.7% |
Other holdings (4): bonds, preferreds, convertibles and warrants · $8K (not counted above)
Total filed on the 13F, all lines: $6.8B.
Portfolio Sells Q3 2025 → Q4 2025
| MSFT Microsoft Corp. | Reduce -1.0% | 5.75% | −0.48 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.45 |
| HD Home Depot Inc. | Reduce -1.1% | 2.22% | −0.43 |
| BX Blackstone Inc. | Reduce -1.2% | 2.98% | −0.37 |
| BLDR Builders Firstsource Inc. | Reduce -5.8% | 1.24% | −0.31 |
| UBER Uber Technologies Inc. | Reduce -2.0% | 1.30% | −0.29 |
| CDW CDW Corp. | Reduce -8.7% | 0.91% | −0.26 |
| UNH Unitedhealth Group Inc. | Reduce -25.8% | 0.52% | −0.21 |
| NVDA Nvidia Corp. | Reduce -3.1% | 6.19% | −0.21 |
| PGR Progressive Corp. | Reduce -11.1% | 0.93% | −0.20 |
| GNRC Generac Holdings Inc. | Reduce -2.1% | 0.79% | −0.20 |
| AMT American Tower Corp. | Reduce -9.9% | 0.92% | −0.20 |
| EOG EOG Resources Inc. | Reduce -12.3% | 0.85% | −0.19 |
| BLK BlackRock Inc. | Reduce -0.9% | 1.70% | −0.17 |
| WMB Williams Cos Inc. | Reduce -1.6% | 2.17% | −0.16 |
| COST Costco Wholesale Corp. | Reduce -0.5% | 1.28% | −0.10 |
| CROX Crocs Inc. | Reduce -13.3% | 0.80% | −0.10 |
| ORCL Oracle Corp. | Reduce -0.5% | 0.18% | −0.08 |
| ROP Roper Technologies Inc. | Reduce -6.2% | 0.25% | −0.05 |
| MA Mastercard Inc. Class A | Reduce -1.6% | 3.34% | −0.05 |
| SHW The Sherwin-Williams Co. | Reduce -1.2% | 0.47% | −0.04 |
| ADP Automatic Data Processing | Reduce -0.1% | 0.21% | −0.03 |
| TJX TJX Companies Inc. | Reduce -9.6% | 0.69% | −0.03 |
| NFLX Netflix Inc. | Reduce -17.0% | 0.05% | −0.03 |
| ABT Abbott Laboratories | Reduce -5.1% | 0.18% | −0.02 |
| EXE Expand Energy Corp. | Reduce -74.9% | 0.01% | −0.02 |
| ACN Accenture PLC Class A | Reduce -11.7% | 0.52% | −0.02 |
| SYK Stryker Corp. | Reduce -6.2% | 0.16% | −0.02 |
| TXN Texas Instruments Inc. | Reduce -8.4% | 0.11% | −0.02 |
| CBRE CBRE Group Inc. Class A | Reduce -2.6% | 2.35% | −0.02 |
| TEL Te Connectivity PLC | Reduce -60.7% | 0.01% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.7% | 1.96% | −0.02 |
| JCI Johnson Controls Internation | Reduce -75.1% | 0.01% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -2.6% | 0.14% | −0.01 |
| SNPS Synopsys Inc. | Reduce -72.2% | 0.00% | −0.01 |
| ORLY O'reilly Automotive Inc. | Reduce -2.4% | 0.06% | −0.01 |
| CHKP Check Point Software Tech | Reduce -0.2% | 0.10% | −0.01 |
| MCD McDonald's Corp. | Reduce -6.7% | 0.17% | −0.01 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -8.3% | 0.12% | −0.01 |
| RSP Invesco S&P 500 Equal Weight | Reduce -7.7% | 0.14% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -13.7% | 0.08% | −0.01 |
| ALL Allstate Corp. | Reduce -63.1% | 0.01% | −0.01 |
| XLK SS Technology Select Sector | Reduce -8.4% | 0.13% | −0.01 |
| RPM RPM International Inc. | Reduce -4.5% | 0.05% | −0.01 |
| ABBV Abbvie Inc. | Reduce -1.7% | 0.28% | −0.01 |
| CARR Carrier Global Corp. | Reduce -8.8% | 0.04% | −0.01 |
| XAR SS SPDR S&P Aerospace Def | Reduce -42.0% | 0.01% | −0.01 |
| DLN Wisdomtree US Largecap Divid | Reduce -1.6% | 1.33% | −0.01 |
| IWB iShares Russell 1000 ETF | Reduce -10.0% | 0.08% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -1.5% | 0.11% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| SN Sharkninja Inc. | New | 0.88% | +0.88 |
| VOO Vanguard S&P 500 ETF | Add +28.8% | 1.00% | +0.24 |
| LLY Eli Lilly & Co. | Add +1.5% | 0.55% | +0.16 |
| GLDM SPDR Gold Minishares Trust | Add +40.6% | 0.44% | +0.16 |
| ARCC Ares Capital Corp. | Add +22.9% | 0.87% | +0.15 |
| IVV iShares Core S&P 500 ETF | Add +18.0% | 0.79% | +0.14 |
| VEU Vanguard Ftse All-World Ex-U | Add +28.0% | 0.41% | +0.10 |
| IAU iShares Gold Trust | Add +1.0% | 0.74% | +0.08 |
| JAAA Janus Henderson Aaa Clo ETF | Add +15.5% | 0.53% | +0.07 |
| IBIT iShares Bitcoin Trust ETF | Add +309.7% | 0.09% | +0.06 |
| TSLA Tesla Inc. | Add +20.3% | 0.24% | +0.04 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +240.3% | 0.06% | +0.04 |
| AKRE Akre Focus ETF | New | 0.03% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.6% | 1.16% | +0.03 |
| IWF iShares Russell 1000 Growth | Add +5.6% | 0.43% | +0.03 |
| CSCO Cisco Systems Inc. | Add +2.0% | 0.21% | +0.03 |
| NEE Nextera Energy Inc. | Add +3.0% | 0.20% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +4.2% | 0.20% | +0.02 |
| EFA iShares MSCI Eafe ETF | Add +3.6% | 0.25% | +0.02 |
| CVX Chevron Corp. | Add +6.2% | 0.34% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +8.5% | 0.14% | +0.01 |
| BHST Bioharvest Sciences Inc. | New | 0.01% | +0.01 |
| DHR Danaher Corp. | Add +0.1% | 0.07% | +0.01 |
| TGT Target Corp. | Add +47.9% | 0.03% | +0.01 |
| ADBE Adobe Inc. | Add +1.7% | 1.08% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +9.0% | 0.11% | +0.01 |
| MU Micron Technology Inc. | Add +4.1% | 0.02% | +0.01 |
| JMUB JPMorgan Municipal ETF | New | 0.01% | +0.01 |
| Q Qnity Electronics Inc. | Add +85.3% | 0.01% | +0.01 |
| XLY SS Consumer Disc Select Sect | Add +12.6% | 0.04% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.5% | 0.09% | +0.00 |
| BMY Bristol-Myers Squibb Co. | Add +5.3% | 0.02% | +0.00 |
| JOBY Joby Aviation Inc. | New | 0.00% | +0.00 |
| T AT&T Inc. | New | 0.00% | +0.00 |
| XLE SS Energy Select Sector | Add +16.4% | 0.02% | +0.00 |
| ELV Elevance Health Inc. | New | 0.00% | +0.00 |
| CHRW C.H. Robinson Worldwide Inc. | New | 0.00% | +0.00 |
| FSLR First Solar Inc. | New | 0.00% | +0.00 |
| EPI Wisdomtree India Earnings | New | 0.00% | +0.00 |
| PCT Purecycle Technologies Inc. | Add +100.0% | 0.01% | +0.00 |
| ALISU Calisa Acquisition Corp. | New | 0.00% | +0.00 |
| ALF Centurion Acquisition Corp. | New | 0.00% | +0.00 |
| CUB Lionheart Holdings Class A | New | 0.00% | +0.00 |
| FIGX Figx Capital Acquisition C-A | New | 0.00% | +0.00 |
| MBVI M3-Brigade Acquisition Class A | New | 0.00% | +0.00 |
| SOC Sable Offshore Corp. | New | 0.00% | +0.00 |
| TWLVU Twelve Seas Investment Co. II | New | 0.00% | +0.00 |
| MKLY McKinley Acquisition Co. Class A | New | 0.00% | +0.00 |
| FRMI Fermi Inc. | New | 0.00% | +0.00 |
| XLF SS Financial Select Sector | Add +1.5% | 0.06% | +0.00 |
Notes & Other Activity Q3 2025 → Q4 2025
| CAPNR Cayson Acquisition Corp. | RIGHT 99/99/9999 | New | 13,000 | $3K |
| MKLYR McKinley Acquisition Corp. | RIGHT 07/25/2030 | New | 12,910 | $2K |
| IBACR Ib Acquisition Corp.-RTS | RIGHT 09/28/2026 | New | 19,576 | $2K |
| INACR Indigo Acquisition Corp. | RIGHT 04/02/2027 | New | 10,730 | $1K |
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 |