Evercore Wealth Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Evercore Wealth Management, LLC reported 412 stock positions worth $6.4 billion. Its top holding was Apple (AAPL) at 6.0% of the portfolio, followed by Nvidia (NVDA, 6.0%) and Microsoft (MSFT, 4.6%). Compared with Q4 2025, it opened 17 new positions, sold out of 20, added to 53 and reduced 190. The biggest buy was Spotify Technology (SPOT, shares +31049%) and the biggest sale Microsoft (MSFT, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001482689
- Portfolio Value
- $6.4B (Q1 2026)
- SEC Filing
- 0001172661-26-002269 ↗ filed May 15, 2026
Holdings Value
Holdings 412 stocks · $6.4B
| AAPL Apple Inc. | 6.00% | 1,504,338 | $381.8M | Reduce -4.6% |
| NVDA Nvidia Corp. | 5.99% | 2,182,929 | $380.7M | Reduce -3.6% |
| MSFT Microsoft Corp. | 4.56% | 784,201 | $290.3M | Reduce -3.4% |
| GOOG Alphabet Inc. Class C | 4.00% | 887,425 | $254.6M | Reduce -6.9% |
| AMZN Amazon.com Inc. | 3.67% | 1,122,187 | $233.7M | Reduce -2.0% |
| GOOGL Alphabet Inc. Class A | 3.23% | 714,008 | $205.3M | Reduce -5.0% |
| MA Mastercard Inc. Class A | 3.08% | 392,062 | $195.9M | Reduce -1.8% |
| MS Morgan Stanley | 3.05% | 1,177,393 | $193.8M | Reduce -3.2% |
| FIX Comfort Systems USA Inc. | 2.91% | 134,308 | $185.2M | Reduce -13.5% |
| AZO AutoZone Inc. | 2.73% | 51,425 | $173.7M | Reduce -1.0% |
| WMB Williams Cos Inc. | 2.71% | 2,370,634 | $172.5M | Reduce -3.6% |
| JPM JPMorgan Chase & Co. | 2.46% | 532,133 | $156.5M | Reduce -9.3% |
| BX Blackstone Inc. | 2.43% | 1,345,665 | $154.7M | Add +2.2% |
| HD Home Depot Inc. | 2.24% | 432,199 | $142.1M | Reduce -1.8% |
| CB Chubb Ltd. | 2.16% | 420,570 | $137.1M | Reduce -2.1% |
| CBRE CBRE Group Inc. Class A | 2.10% | 987,081 | $133.7M | Reduce -1.0% |
| TMO Thermo Fisher Scientific Inc. | 2.06% | 266,753 | $131.1M | Reduce -2.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.94% | 257,658 | $123.5M | Reduce -3.3% |
| VIK Viking Holdings Ltd. | 1.93% | 1,672,216 | $122.9M | Add +0.9% |
| BLK BlackRock Inc. | 1.61% | 106,170 | $102.1M | Reduce -2.2% |
| COST Costco Wholesale Corp. | 1.57% | 100,119 | $99.8M | Reduce -1.1% |
| DLN Wisdomtree US Largecap Divid | 1.47% | 1,046,430 | $93.5M | Add +1.2% |
| UBER Uber Technologies Inc. | 1.31% | 1,156,032 | $83.2M | Add +6.3% |
| EOG EOG Resources Inc. | 1.25% | 549,203 | $79.4M | Reduce -0.6% |
| GNRC Generac Holdings Inc. | 1.19% | 386,149 | $75.4M | Reduce -2.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.18% | 115,674 | $75.2M | Reduce -0.8% |
| VOO Vanguard S&P 500 ETF | 1.18% | 125,464 | $75.0M | Add +15.5% |
| SPOT Spotify Technology SA | 1.15% | 151,382 | $73.4M | Add +31048.6% |
| SN Sharkninja Inc. | 1.12% | 670,411 | $71.0M | Add +24.7% |
| BLDR Builders Firstsource Inc. | 1.04% | 802,718 | $66.1M | Reduce -2.0% |
| PGR Progressive Corp. | 0.99% | 317,370 | $62.9M | Add +14.5% |
| AMT American Tower Corp. | 0.94% | 346,150 | $59.7M | Reduce -3.2% |
| ARCC Ares Capital Corp. | 0.88% | 3,121,008 | $56.2M | Add +6.2% |
| IAU iShares Gold Trust | 0.86% | 620,632 | $54.7M | Reduce -0.8% |
| CROX Crocs Inc. | 0.83% | 638,147 | $53.0M | Reduce -0.0% |
| IVV iShares Core S&P 500 ETF | 0.82% | 79,941 | $52.2M | Add +1.7% |
| ADBE Adobe Inc. | 0.78% | 202,873 | $49.3M | Reduce -3.7% |
| DXJ Wisdomtree Japan Hedged Eq | 0.77% | 307,624 | $48.8M | Add +6.2% |
| MELI MercadoLibre Inc. | 0.72% | 26,601 | $46.0M | Add +12.7% |
| VEU Vanguard Ftse All-World Ex-U | 0.71% | 601,164 | $45.1M | Add +56.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.68% | 271,930 | $43.4M | Reduce -11.2% |
| JAAA Janus Henderson Aaa Clo ETF | 0.61% | 775,551 | $39.1M | Add +9.3% |
| GLDM SPDR Gold Minishares Trust | 0.58% | 394,869 | $36.6M | Add +11.6% |
| JNJ Johnson & Johnson | 0.51% | 133,122 | $32.5M | Reduce -14.8% |
| GLD SPDR Gold Shares | 0.49% | 72,330 | $31.1M | Reduce -2.0% |
| SHW The Sherwin-Williams Co. | 0.48% | 95,482 | $30.6M | Reduce -3.4% |
| CVX Chevron Corp. | 0.47% | 144,505 | $29.9M | Reduce -6.1% |
| IWF iShares Russell 1000 Growth | 0.40% | 59,742 | $25.5M | Reduce -3.1% |
| LLY Eli Lilly & Co. | 0.39% | 27,054 | $24.9M | Reduce -22.4% |
| UNH Unitedhealth Group Inc. | 0.36% | 84,660 | $22.9M | Reduce -21.6% |
| ACN Accenture PLC Class A | 0.30% | 96,981 | $19.2M | Reduce -27.0% |
| ABBV Abbvie Inc. | 0.28% | 81,879 | $17.8M | Reduce -2.4% |
| EFA iShares MSCI Eafe ETF | 0.27% | 179,232 | $17.4M | Reduce -0.7% |
| NEE Nextera Energy Inc. | 0.26% | 174,857 | $16.2M | Add +1.3% |
| VEA Vanguard Ftse Developed ETF | 0.24% | 240,254 | $15.4M | Add +9.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.24% | 62,801 | $15.2M | Add +9.0% |
| CSCO Cisco Systems Inc. | 0.21% | 175,229 | $13.6M | Reduce -3.9% |
| TSLA Tesla Inc. | 0.21% | 36,111 | $13.4M | Reduce -0.9% |
| PEP Pepsico Inc. | 0.20% | 83,696 | $13.0M | Reduce -9.3% |
| XOM Exxon Mobil Corp. | 0.20% | 75,605 | $12.8M | Reduce -7.1% |
| ROP Roper Technologies Inc. | 0.20% | 35,693 | $12.6M | Reduce -8.2% |
| MCK McKesson Corp. | 0.19% | 14,007 | $12.1M | Reduce -0.9% |
| VWO Vanguard Ftse Emerging Marke | 0.18% | 208,764 | $11.3M | Add +46.9% |
| RSP Invesco S&P 500 Equal Weight | 0.18% | 58,520 | $11.2M | Add +13.6% |
| IWB iShares Russell 1000 ETF | 0.18% | 31,495 | $11.2M | Add +123.2% |
| VGK Vanguard Ftse Europe ETF | 0.18% | 135,194 | $11.1M | Add +87.5% |
| ADP Automatic Data Processing | 0.17% | 54,432 | $11.1M | Reduce -1.0% |
| MRK Merck & Co. Inc. | 0.17% | 91,797 | $11.0M | Reduce -1.4% |
| MCD McDonald's Corp. | 0.17% | 34,791 | $10.8M | Reduce -8.5% |
| RTX RTX Corp. | 0.17% | 55,101 | $10.6M | Reduce -14.3% |
| KO The Coca-Cola Co. | 0.16% | 134,452 | $10.2M | Reduce -0.3% |
| V Visa Inc. Class A | 0.16% | 33,611 | $10.2M | Reduce -3.9% |
| AVGO Broadcom Inc. | 0.16% | 31,885 | $9.9M | Reduce -1.9% |
| SYK Stryker Corp. | 0.16% | 30,029 | $9.9M | Reduce -0.3% |
| IJH iShares Core S&P Midcap ETF | 0.15% | 145,222 | $9.8M | Reduce -4.7% |
| WMT Walmart Inc. | 0.15% | 78,258 | $9.7M | Reduce -1.3% |
| IWM iShares Russell 2000 ETF | 0.15% | 38,929 | $9.7M | Reduce -0.4% |
| MDY State Street SPDR S&P Midcap | 0.15% | 15,390 | $9.5M | Reduce -1.1% |
| ABT Abbott Laboratories | 0.14% | 87,823 | $9.0M | Reduce -10.3% |
| PG The Procter & Gamble Co. | 0.14% | 61,731 | $8.9M | Reduce -8.1% |
| ORCL Oracle Corp. | 0.14% | 60,003 | $8.8M | Reduce -2.2% |
| JBL Jabil Inc. | 0.14% | 32,796 | $8.7M | Reduce -8.5% |
| EPD Enterprise Products Partners | 0.13% | 219,962 | $8.3M | Add +1.6% |
| AMAT Applied Materials Inc. | 0.13% | 23,441 | $8.0M | Reduce -2.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.12% | 11 | $7.9M | No change |
| XLK SS Technology Select Sector | 0.12% | 58,824 | $7.8M | Reduce -7.5% |
| TXN Texas Instruments Inc. | 0.12% | 39,972 | $7.8M | Reduce -6.8% |
| MPLX MPLX LP | 0.12% | 132,053 | $7.5M | No change |
| LOW Lowe's Cos Inc. | 0.12% | 31,772 | $7.5M | Reduce -1.5% |
| APH Amphenol Corp. Class A | 0.11% | 55,806 | $7.1M | Reduce -9.0% |
| CAT Caterpillar Inc. | 0.10% | 8,889 | $6.3M | Reduce -0.8% |
| XLV SS Health Care Select Sector | 0.10% | 42,930 | $6.3M | Reduce -8.1% |
| AMGN Amgen Inc. | 0.10% | 17,801 | $6.3M | Reduce -0.6% |
| IVW iShares S&P 500 Growth ETF | 0.10% | 54,595 | $6.2M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.09% | 18,704 | $6.0M | Add +0.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.09% | 22,721 | $6.0M | Reduce -0.0% |
| IBIT iShares Bitcoin Trust ETF | 0.09% | 150,831 | $5.8M | Add +23.4% |
| ITW Illinois Tool Works | 0.09% | 21,442 | $5.6M | Reduce -0.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.09% | 9,603 | $5.5M | Add +9.5% |
| ECL Ecolab Inc. | 0.09% | 20,725 | $5.5M | Reduce -0.4% |
Other holdings (6): bonds, preferreds, convertibles and warrants · $20K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| ALISR Calisa Acquisition Corp. | RIGHT 09/11/2030 | 16,590 | $9K | No change |
| TDWDR Tailwind 2.0 Acquisition-RTS | RIGHT 11/07/2030 | 23,200 | $3K | New |
| CAPNR Cayson Acquisition Corp. | RIGHT 99/99/9999 | 13,000 | $2K | No change |
| IBACR Ib Acquisition Corp.-RTS | RIGHT 09/28/2026 | 19,576 | $2K | No change |
| MKLYR McKinley Acquisition Corp. | RIGHT 07/25/2030 | 12,910 | $2K | No change |
| INACR Indigo Acquisition Corp. | RIGHT 04/02/2027 | 10,730 | $1K | No change |
Total filed on the 13F, all lines: $6.4B.
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -3.4% | 4.56% | −1.19 |
| CDW CDW Corp. | Reduce -97.6% | 0.02% | −0.89 |
| GOOG Alphabet Inc. Class C | Reduce -6.9% | 4.00% | −0.38 |
| JPM JPMorgan Chase & Co. | Reduce -9.3% | 2.46% | −0.31 |
| ADBE Adobe Inc. | Reduce -3.7% | 0.78% | −0.30 |
| AAPL Apple Inc. | Reduce -4.6% | 6.00% | −0.28 |
| TMO Thermo Fisher Scientific Inc. | Reduce -2.9% | 2.06% | −0.27 |
| MA Mastercard Inc. Class A | Reduce -1.8% | 3.08% | −0.26 |
| CBRE CBRE Group Inc. Class A | Reduce -1.0% | 2.10% | −0.25 |
| SCHW Schwab (charles) Corp. | Reduce -90.3% | 0.02% | −0.22 |
| ACN Accenture PLC Class A | Reduce -27.0% | 0.30% | −0.22 |
| GOOGL Alphabet Inc. Class A | Reduce -5.0% | 3.23% | −0.22 |
| NVDA Nvidia Corp. | Reduce -3.6% | 5.99% | −0.20 |
| AMZN Amazon.com Inc. | Reduce -2.0% | 3.67% | −0.20 |
| BLDR Builders Firstsource Inc. | Reduce -2.0% | 1.04% | −0.20 |
| UNH Unitedhealth Group Inc. | Reduce -21.6% | 0.36% | −0.16 |
| LLY Eli Lilly & Co. | Reduce -22.4% | 0.39% | −0.16 |
| MS Morgan Stanley | Reduce -3.2% | 3.05% | −0.12 |
| BLK BlackRock Inc. | Reduce -2.2% | 1.61% | −0.10 |
| ROP Roper Technologies Inc. | Reduce -8.2% | 0.20% | −0.05 |
| ABT Abbott Laboratories | Reduce -10.3% | 0.14% | −0.04 |
| ORCL Oracle Corp. | Reduce -2.2% | 0.14% | −0.04 |
| ADP Automatic Data Processing | Reduce -1.0% | 0.17% | −0.03 |
| TSLA Tesla Inc. | Reduce -0.9% | 0.21% | −0.03 |
| IWF iShares Russell 1000 Growth | Reduce -3.1% | 0.40% | −0.03 |
| CRM Salesforce Inc. | Reduce -0.8% | 0.07% | −0.02 |
| BWA Borgwarner Inc. | Sold out | 0.00% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.3% | 1.94% | −0.02 |
| AKRE Akre Focus ETF | Reduce -53.0% | 0.01% | −0.02 |
| V Visa Inc. Class A | Reduce -3.9% | 0.16% | −0.02 |
| CHKP Check Point Software Tech | Reduce -0.1% | 0.08% | −0.02 |
| PLTR Palantir Technologies Inc. Class A | Reduce -6.9% | 0.07% | −0.02 |
| AXP American Express Co. | Reduce -8.8% | 0.06% | −0.02 |
| CARR Carrier Global Corp. | Reduce -46.2% | 0.02% | −0.01 |
| IOT Samsara Inc. Class A | Sold out | 0.00% | −0.01 |
| RPM RPM International Inc. | Reduce -28.6% | 0.04% | −0.01 |
| XLK SS Technology Select Sector | Reduce -7.5% | 0.12% | −0.01 |
| BN Brookfield Corp. | Reduce -37.3% | 0.02% | −0.01 |
| APH Amphenol Corp. Class A | Reduce -9.0% | 0.11% | −0.01 |
| AVGO Broadcom Inc. | Reduce -1.9% | 0.16% | −0.01 |
| SLV iShares Silver Trust | Reduce -40.2% | 0.02% | −0.01 |
| DHR Danaher Corp. | Reduce -1.6% | 0.06% | −0.01 |
| DIS The Walt Disney Co. | Reduce -4.9% | 0.05% | −0.01 |
| NKE Nike Inc. Class B | Reduce -10.9% | 0.03% | −0.01 |
| EXE Expand Energy Corp. | Sold out | 0.00% | −0.01 |
| XLV SS Health Care Select Sector | Reduce -8.1% | 0.10% | −0.01 |
| OTIS Otis Worldwide Corp. | Reduce -15.4% | 0.03% | −0.01 |
| XLY SS Consumer Disc Select Sect | Reduce -12.3% | 0.04% | −0.01 |
| TJX TJX Companies Inc. | Reduce -11.2% | 0.68% | −0.01 |
| RTX RTX Corp. | Reduce -14.3% | 0.17% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| SPOT Spotify Technology SA | Add +31048.6% | 1.15% | +1.15 |
| VEU Vanguard Ftse All-World Ex-U | Add +56.9% | 0.71% | +0.30 |
| SN Sharkninja Inc. | Add +24.7% | 1.12% | +0.23 |
| VIK Viking Holdings Ltd. | Add +0.9% | 1.93% | +0.20 |
| VOO Vanguard S&P 500 ETF | Add +15.5% | 1.18% | +0.18 |
| DXJ Wisdomtree Japan Hedged Eq | Add +6.2% | 0.77% | +0.16 |
| DLN Wisdomtree US Largecap Divid | Add +1.2% | 1.47% | +0.14 |
| GLDM SPDR Gold Minishares Trust | Add +11.6% | 0.58% | +0.13 |
| IWB iShares Russell 1000 ETF | Add +123.2% | 0.18% | +0.10 |
| JAAA Janus Henderson Aaa Clo ETF | Add +9.3% | 0.61% | +0.09 |
| VGK Vanguard Ftse Europe ETF | Add +87.5% | 0.18% | +0.09 |
| VWO Vanguard Ftse Emerging Marke | Add +46.9% | 0.18% | +0.07 |
| PGR Progressive Corp. | Add +14.5% | 0.99% | +0.06 |
| NEE Nextera Energy Inc. | Add +1.3% | 0.26% | +0.05 |
| VEA Vanguard Ftse Developed ETF | Add +9.7% | 0.24% | +0.04 |
| IVV iShares Core S&P 500 ETF | Add +1.7% | 0.82% | +0.03 |
| RSP Invesco S&P 500 Equal Weight | Add +13.6% | 0.18% | +0.03 |
| EPD Enterprise Products Partners | Add +1.6% | 0.13% | +0.03 |
| MELI MercadoLibre Inc. | Add +12.7% | 0.72% | +0.03 |
| VOYG Voyager Technologies Inc. Class A | New | 0.02% | +0.02 |
| GEV GE Vernova Inc. | Add +0.8% | 0.05% | +0.01 |
| ARCC Ares Capital Corp. | Add +6.2% | 0.88% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +14.0% | 0.07% | +0.01 |
| XAR SS SPDR S&P Aerospace Def | Add +62.0% | 0.02% | +0.01 |
| BDX Becton Dickinson and Co. | Add +175.7% | 0.02% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +9.5% | 0.09% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +1.3% | 0.07% | +0.01 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +9.4% | 0.07% | +0.01 |
| UBER Uber Technologies Inc. | Add +6.3% | 1.31% | +0.01 |
| VT Vanguard Tot World STK ETF | Add +14.2% | 0.03% | +0.01 |
| AGG iShares Core U.S. Aggregate | Add +1.0% | 0.06% | +0.00 |
| IEFA iShares Core MSCI Eafe ETF | Add +8.6% | 0.03% | +0.00 |
| VLO Valero Energy Corp. | New | 0.00% | +0.00 |
| IEMG iShares Core MSCI Emerging | Add +8.1% | 0.03% | +0.00 |
| FCX Freeport-McMoran Inc. | New | 0.00% | +0.00 |
| PLD Prologis Inc. | New | 0.00% | +0.00 |
| XLI SS Industrial Select Sector | Add +0.7% | 0.04% | +0.00 |
| AZN Astrazeneca PLC | New | 0.00% | +0.00 |
| SOLS Solstice Adv Materials Inc. | New | 0.00% | +0.00 |
| XBI SS SPDR S&P Biotech ETF | Add +60.2% | 0.01% | +0.00 |
| TDWD Tailwind 2.0 Acquisitio Class A | New | 0.00% | +0.00 |
| EMN Eastman Chemical Co. | New | 0.00% | +0.00 |
| FDX FedEx Corp. | New | 0.00% | +0.00 |
| CE Celanese Corp. | New | 0.00% | +0.00 |
| ETH Grayscale Ethereum Staking M | New | 0.00% | +0.00 |
| HUBB Hubbell Inc. | New | 0.00% | +0.00 |
| OKE Oneok Inc. | New | 0.00% | +0.00 |
| SOC Sable Offshore Corp. | Add +31.8% | 0.01% | +0.00 |
| HODL Vaneck Bitcoin ETF | New | 0.00% | +0.00 |
| EIX Edison International | Add +1.5% | 0.01% | +0.00 |
Notes & Other Activity Q4 2025 → Q1 2026
| TDWDR Tailwind 2.0 Acquisition-RTS | RIGHT 11/07/2030 | New | 23,200 | $3K |
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 |