Evercore Wealth Management, Llc Portfolio Stock Holdings
Evercore Wealth Management, Llc disclosed 418 stock positions valued at approximately $6.4 billion in its latest SEC 13F filing. The largest holdings include APPLE INC, NVIDIA CORPORATION, and MICROSOFT CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 418
- Portfolio Value
- $6.4B
Holdings by Sector
Evercore Wealth Management, Llc Portfolio Holdings in Q1 2026
388 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 6.00% | 1,504,338 | -72,216 | -4.58% | $381,785,920 |
| NVIDIA CORPORATION | NVDA | Technology | 5.99% | 2,182,929 | -81,972 | -3.62% | $380,702,818 |
| MICROSOFT CORP | MSFT | Technology | 4.56% | 784,201 | -27,332 | -3.37% | $290,287,521 |
| ALPHABET INC | GOOG | Communication Services | 4.00% | 887,425 | -65,578 | -6.88% | $254,566,735 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.67% | 1,122,187 | -22,587 | -1.97% | $233,717,887 |
| ALPHABET INC | GOOGL | Communication Services | 3.23% | 714,008 | -37,360 | -4.97% | $205,320,198 |
| MASTERCARD INCORPORATED | MA | Financial Services | 3.08% | 392,062 | -7,117 | -1.78% | $195,897,699 |
| MORGAN STANLEY | MS | Financial Services | 3.05% | 1,177,393 | -39,209 | -3.22% | $193,763,566 |
| COMFORT SYS USA INC | FIX | Industrials | 2.91% | 134,308 | -20,929 | -13.48% | $185,209,389 |
| AUTOZONE INC | AZO | Consumer Cyclical | 2.73% | 51,425 | -536 | -1.03% | $173,702,336 |
| WILLIAMS COS INC | WMB | Energy | 2.71% | 2,370,634 | -88,419 | -3.60% | $172,534,742 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.46% | 532,133 | -54,861 | -9.35% | $156,532,284 |
| BLACKSTONE INC | BX | Financial Services | 2.43% | 1,345,665 | +28,573 | +2.17% | $154,738,018 |
| HOME DEPOT INC | HD | Consumer Cyclical | 2.24% | 432,199 | -8,119 | -1.84% | $142,145,983 |
| CHUBB LTD SWITZ | CB | Financial Services | 2.16% | 420,570 | -8,906 | -2.07% | $137,076,380 |
| CBRE GROUP INC | CBRE | Real Estate | 2.10% | 987,081 | -9,919 | -0.99% | $133,709,992 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 2.06% | 266,753 | -8,002 | -2.91% | $131,117,101 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.94% | 257,658 | -8,789 | -3.30% | $123,469,714 |
| BLACKROCK INC | BLK | Other | 1.61% | 106,170 | -2,397 | -2.21% | $102,104,751 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.57% | 100,119 | -1,117 | -1.10% | $99,761,575 |
| WISDOMTREE TR | DLN | Other | 1.47% | 1,046,430 | +12,571 | +1.22% | $93,477,592 |
| UBER TECHNOLOGIES INC | UBER | Technology | 1.31% | 1,156,032 | +68,433 | +6.29% | $83,153,381 |
| EOG RES INC | EOG | Energy | 1.25% | 549,203 | -3,051 | -0.55% | $79,398,278 |
| GENERAC HLDGS INC | GNRC | Industrials | 1.19% | 386,149 | -8,866 | -2.24% | $75,426,484 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.18% | 115,674 | -874 | -0.75% | $75,227,735 |
| VANGUARD INDEX FDS | VOO | Other | 1.18% | 125,464 | +16,815 | +15.48% | $74,971,013 |
| SPOTIFY TECHNOLOGY S A | SPOT | Other | 1.15% | 151,382 | +150,896 | +31048.56% | $73,406,646 |
| SHARKNINJA INC | SN | Other | 1.12% | 670,411 | +132,749 | +24.69% | $70,996,524 |
| BUILDERS FIRSTSOURCE INC | BLDR | Industrials | 1.04% | 802,718 | -16,700 | -2.04% | $66,087,773 |
| PROGRESSIVE CORP | PGR | Financial Services | 0.99% | 317,370 | +40,117 | +14.47% | $62,915,429 |
| AMERICAN TOWER CORP | AMT | Real Estate | 0.94% | 346,150 | -11,366 | -3.18% | $59,738,566 |
| ARES CAPITAL CORP | ARCC | Financial Services | 0.88% | 3,121,008 | +182,651 | +6.22% | $56,240,564 |
| ISHARES GOLD TR | IAU | Other | 0.86% | 620,632 | -5,087 | -0.81% | $54,714,917 |
| CROCS INC | CROX | Consumer Cyclical | 0.83% | 638,147 | -127 | -0.02% | $52,978,964 |
| ISHARES TR | IVV | Other | 0.82% | 79,941 | +1,331 | +1.69% | $52,217,981 |
| ADOBE INC | ADBE | Technology | 0.78% | 202,873 | -7,760 | -3.68% | $49,314,369 |
| WISDOMTREE TR | DXJ | Other | 0.77% | 307,624 | +17,963 | +6.20% | $48,783,014 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 0.72% | 26,601 | +2,992 | +12.67% | $45,993,661 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.71% | 601,164 | +217,918 | +56.86% | $45,147,400 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.68% | 271,930 | -34,147 | -11.16% | $43,427,220 |
| JANUS DETROIT STR TR | JAAA | Other | 0.61% | 775,551 | +65,964 | +9.30% | $39,064,504 |
| WORLD GOLD TR | GLDM | Other | 0.58% | 394,869 | +40,971 | +11.58% | $36,600,408 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.51% | 133,122 | -23,197 | -14.84% | $32,540,342 |
| SPDR GOLD TR | GLD | Other | 0.49% | 72,330 | -1,504 | -2.04% | $31,122,876 |
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 0.48% | 95,482 | -3,336 | -3.38% | $30,606,755 |
| CHEVRON CORPORATION | CVX | Energy | 0.47% | 144,505 | -9,445 | -6.14% | $29,898,036 |
| ISHARES TR | IWF | Other | 0.40% | 59,742 | -1,934 | -3.14% | $25,474,072 |
| ELI LILLY & CO | LLY | Healthcare | 0.39% | 27,054 | -7,792 | -22.36% | $24,883,457 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.36% | 84,660 | -23,350 | -21.62% | $22,908,149 |
| ACCENTURE PLC IRELAND | ACN | Technology | 0.30% | 96,981 | -35,811 | -26.97% | $19,230,362 |
| ABBVIE INC | ABBV | Healthcare | 0.28% | 81,879 | -2,021 | -2.41% | $17,807,864 |
| ISHARES TR | EFA | Other | 0.27% | 179,232 | -1,269 | -0.70% | $17,408,852 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.26% | 174,857 | +2,189 | +1.27% | $16,240,718 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.24% | 240,254 | +21,294 | +9.73% | $15,395,448 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.24% | 62,801 | +5,196 | +9.02% | $15,222,358 |
| CISCO SYS INC | CSCO | Technology | 0.21% | 175,229 | -7,081 | -3.88% | $13,596,018 |
| TESLA INC | TSLA | Consumer Cyclical | 0.21% | 36,111 | -325 | -0.89% | $13,424,264 |
| PEPSICO INC | PEP | Consumer Defensive | 0.20% | 83,696 | -8,607 | -9.32% | $12,997,152 |
| EXXON MOBIL CORP | XOM | Energy | 0.20% | 75,605 | -5,744 | -7.06% | $12,827,144 |
| ROPER TECHNOLOGIES INC | ROP | Technology | 0.20% | 35,693 | -3,178 | -8.18% | $12,630,325 |
| MCKESSON CORP | MCK | Healthcare | 0.19% | 14,007 | -130 | -0.92% | $12,121,098 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.18% | 208,764 | +66,679 | +46.93% | $11,283,694 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.18% | 58,520 | +7,015 | +13.62% | $11,231,158 |
| ISHARES TR | IWB | Other | 0.18% | 31,495 | +17,385 | +123.21% | $11,229,857 |
| VANGUARD INTL EQUITY INDEX F | VGK | Other | 0.18% | 135,194 | +63,090 | +87.50% | $11,144,041 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.17% | 54,432 | -571 | -1.04% | $11,059,494 |
| MERCK & CO INC | MRK | Healthcare | 0.17% | 91,797 | -1,303 | -1.40% | $11,042,260 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.17% | 34,791 | -3,218 | -8.47% | $10,812,695 |
| RTX CORPORATION | RTX | Industrials | 0.17% | 55,101 | -9,201 | -14.31% | $10,628,983 |
| COCA COLA CO | KO | Consumer Defensive | 0.16% | 134,452 | -404 | -0.30% | $10,225,074 |
| VISA INC | V | Financial Services | 0.16% | 33,611 | -1,345 | -3.85% | $10,158,572 |
| BROADCOM INC | AVGO | Technology | 0.16% | 31,885 | -623 | -1.92% | $9,868,727 |
| STRYKER CORPORATION | SYK | Healthcare | 0.16% | 30,029 | -100 | -0.33% | $9,867,229 |
| ISHARES TR | IJH | Other | 0.15% | 145,222 | -7,088 | -4.65% | $9,806,841 |
| WALMART INC | WMT | Consumer Defensive | 0.15% | 78,258 | -1,062 | -1.34% | $9,725,904 |
| ISHARES TR | IWM | Other | 0.15% | 38,929 | -150 | -0.38% | $9,654,392 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.15% | 15,390 | -170 | -1.09% | $9,491,669 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.14% | 87,823 | -10,086 | -10.30% | $9,016,787 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.14% | 61,731 | -5,468 | -8.14% | $8,916,414 |
| ORACLE CORP | ORCL | Technology | 0.14% | 60,003 | -1,326 | -2.16% | $8,827,049 |
| JABIL INC | JBL | Technology | 0.14% | 32,796 | -3,044 | -8.49% | $8,711,601 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 0.13% | 219,962 | +3,469 | +1.60% | $8,323,362 |
| APPLIED MATLS INC | AMAT | Technology | 0.13% | 23,441 | -520 | -2.17% | $8,011,899 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.12% | 11 | - | - | $7,899,540 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.12% | 58,824 | -4,804 | -7.55% | $7,817,709 |
| TEXAS INSTRS INC | TXN | Technology | 0.12% | 39,972 | -2,934 | -6.84% | $7,760,164 |
| MPLX LP | MPLX | Energy | 0.12% | 132,053 | - | - | $7,536,265 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.12% | 31,772 | -478 | -1.48% | $7,507,089 |
| AMPHENOL CORP | APH | Technology | 0.11% | 55,806 | -5,511 | -8.99% | $7,051,088 |
| CATERPILLAR INC | CAT | Industrials | 0.10% | 8,889 | -67 | -0.75% | $6,297,501 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.10% | 42,930 | -3,795 | -8.12% | $6,293,967 |
| AMGEN INC | AMGN | Healthcare | 0.10% | 17,801 | -105 | -0.59% | $6,263,282 |
| ISHARES TR | IVW | Other | 0.10% | 54,595 | - | - | $6,175,240 |
| VANGUARD INDEX FDS | VTI | Other | 0.09% | 18,704 | +1 | +0.01% | $6,000,424 |
| VANGUARD INDEX FDS | VB | Other | 0.09% | 22,721 | -2 | -0.01% | $5,951,084 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.09% | 150,831 | +28,579 | +23.38% | $5,794,927 |
| ILLINOIS TOOL WKS INC | ITW | Industrials | 0.09% | 21,442 | -5 | -0.02% | $5,581,138 |
| INVESCO QQQ TR | QQQ | Other | 0.09% | 9,603 | +834 | +9.51% | $5,542,660 |
| ECOLAB INC | ECL | Basic Materials | 0.09% | 20,725 | -86 | -0.41% | $5,513,264 |
| CLOUDFLARE INC | NET | Technology | 0.08% | 25,580 | - | - | $5,278,177 |