Evercore Wealth Management, LLC

Est. AUM

$2.44B

13F long equity, this entity only

Positions

418

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$333.7M	1913478	13.68%	SOLE
2	MASTERCARD INCORPORATED	CL A	$171.9M	344060	7.05%	SOLE
3	MORGAN STANLEY	COM NEW	$168.6M	1024631	6.91%	SOLE
4	WILLIAMS COS INC	COM	$154.8M	2126404	6.34%	SOLE
5	CBRE GROUP INC	CL A	$115.0M	849191	4.72%	SOLE
6	THERMO FISHER SCIENTIFIC INC	COM	$113.7M	231370	4.66%	SOLE
7	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$100.7M	210215	4.13%	SOLE
8	WISDOMTREE TR	US LARGECAP DIVD	$76.0M	850718	3.12%	SOLE
9	EOG RES INC	COM	$70.0M	484477	2.87%	SOLE
10	SPOTIFY TECHNOLOGY S A	SHS	$64.1M	132235	2.63%	SOLE
11	PROGRESSIVE CORP	COM	$54.2M	273605	2.22%	SOLE
12	AMERICAN TOWER CORP	COM	$53.1M	307649	2.18%	SOLE
13	ISHARES TR	CORE S&P500 ETF	$52.2M	79941	2.14%	SOLE
14	ARES CAPITAL CORP	COM	$51.7M	2869950	2.12%	SOLE
15	ISHARES GOLD TR	ISHARES NEW	$48.4M	549034	1.98%	SOLE
16	APPLE INC	COM	$36.9M	145532	1.51%	DFND
17	JANUS DETROIT STR TR	HENDRSON AAA CL	$34.6M	686970	1.42%	SOLE
18	ALPHABET INC	CAP STK CL C	$29.5M	102676	1.21%	DFND
19	CHEVRON CORPORATION	COM	$25.2M	121919	1.03%	SOLE
20	SPDR GOLD TR	GOLD SHS	$21.0M	48769	0.86%	SOLE
21	COMFORT SYS USA INC	COM	$19.6M	14238	0.80%	DFND
22	BLACKSTONE INC	COM	$18.7M	162437	0.77%	DFND
23	ALPHABET INC	CAP STK CL A	$18.2M	63431	0.75%	DFND
24	HOME DEPOT INC	COM	$16.8M	51231	0.69%	DFND
25	ISHARES TR	MSCI EAFE ETF	$16.4M	169350	0.67%	SOLE
26	VIKING HOLDINGS LTD	ORD SHS	$15.1M	205544	0.62%	DFND
27	NEXTERA ENERGY INC	COM	$15.1M	162032	0.62%	SOLE
28	ABBVIE INC	COM	$14.6M	67238	0.60%	SOLE
29	JPMORGAN CHASE & CO	COM	$13.4M	45426	0.55%	DFND
30	STATE STR SPDR S&P 500 ETF T	TR UNIT	$13.3M	20464	0.55%	DFND
31	PEPSICO INC	COM	$11.9M	76351	0.49%	SOLE
32	ROPER TECHNOLOGIES INC	COM	$11.3M	31906	0.46%	SOLE
33	ISHARES TR	RUS 1000 ETF	$11.2M	31495	0.46%	SOLE
34	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$10.2M	136277	0.42%	DFND
35	MCKESSON CORP	COM	$10.1M	11702	0.42%	SOLE
36	BROADCOM INC	COM	$9.9M	31868	0.40%	SOLE
37	BUILDERS FIRSTSOURCE INC	COM	$9.7M	117951	0.40%	DFND
38	MCDONALDS CORP	COM	$9.2M	29500	0.38%	SOLE
39	UBER TECHNOLOGIES INC	COM	$8.8M	121937	0.36%	DFND
40	JABIL INC	COM	$8.7M	32796	0.36%	SOLE
41	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$8.5M	13780	0.35%	SOLE
42	VANGUARD INDEX FDS	S&P 500 ETF SHS	$8.5M	14199	0.35%	DFND
43	ORACLE CORP	COM	$8.4M	56903	0.34%	SOLE
44	PROCTER & GAMBLE CO	COM	$8.3M	57192	0.34%	SOLE
45	GENERAC HLDGS INC	COM	$8.1M	41481	0.33%	DFND
46	BERKSHIRE HATHAWAY INC DEL	CL A	$7.9M	11	0.32%	SOLE
47	ABBOTT LABORATORIES	COM	$7.4M	71691	0.30%	SOLE
48	AMPHENOL CORP	CL A	$6.9M	54966	0.28%	SOLE
49	CROCS INC	COM	$6.0M	72736	0.25%	DFND
50	VANGUARD INDEX FDS	TOTAL STK MKT	$6.0M	18704	0.25%	SOLE

1–50 of 418

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.