13F holdings
Evercore Wealth Management, LLC portfolio
Managed by . 418 reported positions worth $6.4B as of 2026-03-31, filed with the SEC on 2026-05-15. Parsed from the filing itself, not a reseller.
$6.4B
Book value
418
Positions
39%
Top 10 weight
+19
New this quarter
-21
Exited
134 days
Age today
How old this actually is
Every position on this page is a snapshot of 2026-03-31. It was already 45 days old on 2026-05-15, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
What changed
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
New positions (19)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| VOYG | VOYAGER TECHNOLOGIES INC | $1.5M | 63,494 | 0.02% |
| VLO | VALERO ENERGY CORP | $280,683 | 1,136 | 0.00% |
| FCX | FREEPORT MCMORAN INC | $267,038 | 4,543 | 0.00% |
| PLD | PROLOGIS INC. | $266,211 | 2,014 | 0.00% |
| AZN | ASTRAZENECA PLC | $252,047 | 1,278 | 0.00% |
| SOLS | SOLSTICE ADVANCED MATLS INC | $238,381 | 3,130 | 0.00% |
| TDWD | TAILWIND 2.0 ACQUISITION COR | $230,144 | 23,200 | 0.00% |
| FDX | FEDEX CORP | $219,407 | 616 | 0.00% |
| EMN | EASTMAN CHEM CO | $214,078 | 2,805 | 0.00% |
| HODL | VANECK BITCOIN ETF | $210,760 | 11,000 | 0.00% |
| CE | CELANESE CORP DEL | $210,135 | 3,195 | 0.00% |
| ETH | GRAYSCALE ETHEREUM STAKING | $209,523 | 10,550 | 0.00% |
| HUBB | HUBBELL INC | $208,564 | 425 | 0.00% |
| OKE | ONEOK INC NEW | $207,174 | 2,292 | 0.00% |
| KCAC/U | KENSINGTON CAP ACQUIST CORP | $166,564 | 16,590 | 0.00% |
| ALIS | CALISA ACQUISITION CORP | $165,568 | 16,590 | 0.00% |
| MTAL/U | METALS ACQUISITION CORP II | $127,437 | 12,630 | 0.00% |
| ALISR | CALISA ACQUISITION CORP | $9,124 | 16,590 | 0.00% |
| TDWDR | TAILWIND 2.0 ACQUISITION COR | $3,250 | 23,200 | 0.00% |
Closed out (21)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| BWA | BORGWARNER INC | $1.6M | 36,221 | 0.00% |
| IOT | SAMSARA INC | $893,872 | 25,215 | 0.00% |
| EXE | EXPAND ENERGY CORPORATION | $554,890 | 5,028 | 0.00% |
| BSX | BOSTON SCIENTIFIC CORP | $306,073 | 3,210 | 0.00% |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $290,600 | 5,000 | 0.00% |
| RIOT | RIOT PLATFORMS INC | $253,400 | 20,000 | 0.00% |
| BIP | BROOKFIELD INFRAST PARTNERS | $239,567 | 6,896 | 0.00% |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $238,590 | 600 | 0.00% |
| XYL | XYLEM INC | $223,199 | 1,639 | 0.00% |
| ROIV | ROIVANT SCIENCES LTD | $217,000 | 10,000 | 0.00% |
| T | AT&T INC | $216,357 | 8,710 | 0.00% |
| EQR | EQUITY RESIDENTIAL | $215,660 | 3,421 | 0.00% |
| EPI | WISDOMTREE TR | $207,148 | 4,475 | 0.00% |
| A | AGILENT TECHNOLOGIES INC | $205,194 | 1,508 | 0.00% |
| FSLR | FIRST SOLAR INC | $204,543 | 783 | 0.00% |
| ELV | ELEVANCE HEALTH INC FORMERLY | $202,968 | 579 | 0.00% |
| MET | METLIFE INC | $202,876 | 2,570 | 0.00% |
| HYAC | HAYMAKER ACQUISITION CORP IV | $190,763 | 16,763 | 0.00% |
| ALISU | CALISA ACQUISITION CORP | $173,365 | 16,590 | 0.00% |
| FAC | CARTESIAN GROWTH CORP III | $103,979 | 10,100 | 0.00% |
| BRBS | BLUE RIDGE BANKSHARES INC VA | $85,400 | 20,000 | 0.00% |
Added to (48)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| BX | BLACKSTONE INC | $154.7M | 1,345,665 | 2.43% | +2% |
| DLN | WISDOMTREE TR | $93.5M | 1,046,430 | 1.47% | +1% |
| UBER | UBER TECHNOLOGIES INC | $83.2M | 1,156,032 | 1.31% | +6% |
| VOO | VANGUARD INDEX FDS | $75.0M | 125,464 | 1.18% | +15% |
| SPOT | SPOTIFY TECHNOLOGY S A | $73.4M | 151,382 | 1.15% | +31049% |
| SN | SHARKNINJA INC | $71.0M | 670,411 | 1.12% | +25% |
| PGR | PROGRESSIVE CORP | $62.9M | 317,370 | 0.99% | +14% |
| ARCC | ARES CAPITAL CORP | $56.2M | 3,121,008 | 0.88% | +6% |
| IVV | ISHARES TR | $52.2M | 79,941 | 0.82% | +2% |
| DXJ | WISDOMTREE TR | $48.8M | 307,624 | 0.77% | +6% |
| MELI | MERCADOLIBRE INC | $46.0M | 26,601 | 0.72% | +13% |
| VEU | VANGUARD INTL EQUITY INDEX F | $45.1M | 601,164 | 0.71% | +57% |
| JAAA | JANUS DETROIT STR TR | $39.1M | 775,551 | 0.61% | +9% |
| GLDM | WORLD GOLD TR | $36.6M | 394,869 | 0.58% | +12% |
| NEE | NEXTERA ENERGY INC | $16.2M | 174,857 | 0.26% | +1% |
Trimmed (147)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| CDW | CDW CORP | $1.3M | 11,151 | 0.02% | -98% |
| SCHW | SCHWAB CHARLES CORP | $1.6M | 16,493 | 0.02% | -90% |
| AKRE | PROFESIONALLY MANAGED PORTFO | $898,609 | 17,003 | 0.01% | -53% |
| SHOP | SHOPIFY INC | $212,330 | 1,790 | 0.00% | -53% |
| CARR | CARRIER GLOBAL CORPORATION | $1.5M | 26,396 | 0.02% | -46% |
| PSA | PUBLIC STORAGE OPER CO | $318,116 | 1,174 | 0.01% | -45% |
| SLV | ISHARES SILVER TR | $1.3M | 19,179 | 0.02% | -40% |
| AMP | AMERIPRISE FINL INC | $223,533 | 503 | 0.00% | -40% |
| JEPI | J P MORGAN EXCHANGE TRADED F | $444,031 | 7,834 | 0.01% | -39% |
| BN | BROOKFIELD CORP | $1.0M | 24,747 | 0.02% | -37% |
| DWDPEUR | DUPONT DE NEMOURS INC | $255,152 | 5,571 | 0.00% | -33% |
| SIVR | ABRDN SILVER ETF TRUST | $343,728 | 4,800 | 0.01% | -31% |
| RPM | RPM INTL INC | $2.3M | 22,825 | 0.04% | -29% |
| ACN | ACCENTURE PLC IRELAND | $19.2M | 96,981 | 0.30% | -27% |
| HDV | ISHARES TR | $1.5M | 10,767 | 0.02% | -26% |
The book
Largest 150 of 418 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| AAPL | APPLE INC | $381.8M | 1,504,338 | 6.00% | — |
| NVDA | NVIDIA CORPORATION | $380.7M | 2,182,929 | 5.99% | — |
| MSFT | MICROSOFT CORP | $290.3M | 784,201 | 4.56% | — |
| GOOG | ALPHABET INC | $254.6M | 887,425 | 4.00% | — |
| AMZN | AMAZON COM INC | $233.7M | 1,122,187 | 3.67% | — |
| GOOGL | ALPHABET INC | $205.3M | 714,008 | 3.23% | — |
| MA | MASTERCARD INCORPORATED | $195.9M | 392,062 | 3.08% | — |
| MS | MORGAN STANLEY | $193.8M | 1,177,393 | 3.05% | — |
| FIX | COMFORT SYS USA INC | $185.2M | 134,308 | 2.91% | — |
| AZO | AUTOZONE INC | $173.7M | 51,425 | 2.73% | — |
| WMB | WILLIAMS COS INC | $172.5M | 2,370,634 | 2.71% | — |
| JPM | JPMORGAN CHASE & CO | $156.5M | 532,133 | 2.46% | — |
| BX | BLACKSTONE INC | $154.7M | 1,345,665 | 2.43% | — |
| HD | HOME DEPOT INC | $142.1M | 432,199 | 2.24% | — |
| CB | CHUBB LTD SWITZ | $137.1M | 420,570 | 2.16% | — |
| CBRE | CBRE GROUP INC | $133.7M | 987,081 | 2.10% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $131.1M | 266,753 | 2.06% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $123.5M | 257,658 | 1.94% | — |
| VIK | VIKING HOLDINGS LTD | $122.9M | 1,672,216 | 1.93% | — |
| BLK | BLACKROCK INC | $102.1M | 106,170 | 1.61% | — |
| COST | COSTCO WHOLESALE CORPORATION | $99.8M | 100,119 | 1.57% | — |
| DLN | WISDOMTREE TR | $93.5M | 1,046,430 | 1.47% | — |
| UBER | UBER TECHNOLOGIES INC | $83.2M | 1,156,032 | 1.31% | — |
| EOG | EOG RES INC | $79.4M | 549,203 | 1.25% | — |
| GNRC | GENERAC HLDGS INC | $75.4M | 386,149 | 1.19% | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $75.2M | 115,674 | 1.18% | — |
| VOO | VANGUARD INDEX FDS | $75.0M | 125,464 | 1.18% | — |
| SPOT | SPOTIFY TECHNOLOGY S A | $73.4M | 151,382 | 1.15% | — |
| SN | SHARKNINJA INC | $71.0M | 670,411 | 1.12% | — |
| BLDR | BUILDERS FIRSTSOURCE INC | $66.1M | 802,718 | 1.04% | — |
| PGR | PROGRESSIVE CORP | $62.9M | 317,370 | 0.99% | — |
| AMT | AMERICAN TOWER CORP | $59.7M | 346,150 | 0.94% | — |
| ARCC | ARES CAPITAL CORP | $56.2M | 3,121,008 | 0.88% | — |
| IAU | ISHARES GOLD TR | $54.7M | 620,632 | 0.86% | — |
| CROX | CROCS INC | $53.0M | 638,147 | 0.83% | — |
| IVV | ISHARES TR | $52.2M | 79,941 | 0.82% | — |
| ADBE | ADOBE INC | $49.3M | 202,873 | 0.78% | — |
| DXJ | WISDOMTREE TR | $48.8M | 307,624 | 0.77% | — |
| MELI | MERCADOLIBRE INC | $46.0M | 26,601 | 0.72% | — |
| VEU | VANGUARD INTL EQUITY INDEX F | $45.1M | 601,164 | 0.71% | — |
| TJX | TJX COS INC NEW | $43.4M | 271,930 | 0.68% | — |
| JAAA | JANUS DETROIT STR TR | $39.1M | 775,551 | 0.61% | — |
| GLDM | WORLD GOLD TR | $36.6M | 394,869 | 0.58% | — |
| JNJ | JOHNSON & JOHNSON | $32.5M | 133,122 | 0.51% | — |
| GLD | SPDR GOLD TR | $31.1M | 72,330 | 0.49% | — |
| SHW | SHERWIN WILLIAMS CO | $30.6M | 95,482 | 0.48% | — |
| CVX | CHEVRON CORPORATION | $29.9M | 144,505 | 0.47% | — |
| IWF | ISHARES TR | $25.5M | 59,742 | 0.40% | — |
| LLY | ELI LILLY & CO | $24.9M | 27,054 | 0.39% | — |
| UNH | UNITEDHEALTH GROUP INC | $22.9M | 84,660 | 0.36% | — |
| ACN | ACCENTURE PLC IRELAND | $19.2M | 96,981 | 0.30% | — |
| ABBV | ABBVIE INC | $17.8M | 81,879 | 0.28% | — |
| EFA | ISHARES TR | $17.4M | 179,232 | 0.27% | — |
| NEE | NEXTERA ENERGY INC | $16.2M | 174,857 | 0.26% | — |
| VEA | VANGUARD TAX-MANAGED FDS | $15.4M | 240,254 | 0.24% | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $15.2M | 62,801 | 0.24% | — |
| CSCO | CISCO SYS INC | $13.6M | 175,229 | 0.21% | — |
| TSLA | TESLA INC | $13.4M | 36,111 | 0.21% | — |
| PEP | PEPSICO INC | $13.0M | 83,696 | 0.20% | — |
| EXMOC | EXXON MOBIL CORP | $12.8M | 75,605 | 0.20% | — |
| ROP | ROPER TECHNOLOGIES INC | $12.6M | 35,693 | 0.20% | — |
| MCK | MCKESSON CORP | $12.1M | 14,007 | 0.19% | — |
| VWO | VANGUARD INTL EQUITY INDEX F | $11.3M | 208,764 | 0.18% | — |
| RSP | INVESCO EXCHANGE TRADED FD T | $11.2M | 58,520 | 0.18% | — |
| IWB | ISHARES TR | $11.2M | 31,495 | 0.18% | — |
| VGK | VANGUARD INTL EQUITY INDEX F | $11.1M | 135,194 | 0.18% | — |
| ADP | AUTOMATIC DATA PROCESSING IN | $11.1M | 54,432 | 0.17% | — |
| MRK | MERCK & CO INC | $11.0M | 91,797 | 0.17% | — |
| MCD | MCDONALDS CORP | $10.8M | 34,791 | 0.17% | — |
| RTX | RTX CORPORATION | $10.6M | 55,101 | 0.17% | — |
| KO | COCA COLA CO | $10.2M | 134,452 | 0.16% | — |
| V | VISA INC | $10.2M | 33,611 | 0.16% | — |
| AVGO | BROADCOM INC | $9.9M | 31,885 | 0.16% | — |
| SYK | STRYKER CORPORATION | $9.9M | 30,029 | 0.16% | — |
| IJH | ISHARES TR | $9.8M | 145,222 | 0.15% | — |
| WMT | WALMART INC | $9.7M | 78,258 | 0.15% | — |
| IWM | ISHARES TR | $9.7M | 38,929 | 0.15% | — |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $9.5M | 15,390 | 0.15% | — |
| ABT | ABBOTT LABORATORIES | $9.0M | 87,823 | 0.14% | — |
| PG | PROCTER & GAMBLE CO | $8.9M | 61,731 | 0.14% | — |
| ORCL | ORACLE CORP | $8.8M | 60,003 | 0.14% | — |
| JBL | JABIL INC | $8.7M | 32,796 | 0.14% | — |
| EPD | ENTERPRISE PRODS PARTNERS L | $8.3M | 219,962 | 0.13% | — |
| AMAT | APPLIED MATLS INC | $8.0M | 23,441 | 0.13% | — |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $7.9M | 11 | 0.12% | — |
| XLK | SELECT SECTOR SPDR TR | $7.8M | 58,824 | 0.12% | — |
| TXN | TEXAS INSTRS INC | $7.8M | 39,972 | 0.12% | — |
| MPLX | MPLX LP | $7.5M | 132,053 | 0.12% | — |
| LOW | LOWES COS INC | $7.5M | 31,772 | 0.12% | — |
| APH | AMPHENOL CORP | $7.1M | 55,806 | 0.11% | — |
| CAT | CATERPILLAR INC | $6.3M | 8,889 | 0.10% | — |
| XLV | SELECT SECTOR SPDR TR | $6.3M | 42,930 | 0.10% | — |
| AMGN | AMGEN INC | $6.3M | 17,801 | 0.10% | — |
| IVW | ISHARES TR | $6.2M | 54,595 | 0.10% | — |
| VTI | VANGUARD INDEX FDS | $6.0M | 18,704 | 0.09% | — |
| VB | VANGUARD INDEX FDS | $6.0M | 22,721 | 0.09% | — |
| IBIT | ISHARES BITCOIN TRUST ETF | $5.8M | 150,831 | 0.09% | — |
| ITW | ILLINOIS TOOL WKS INC | $5.6M | 21,442 | 0.09% | — |
| QQQ | INVESCO QQQ TR | $5.5M | 9,603 | 0.09% | — |
| ECL | ECOLAB INC | $5.5M | 20,725 | 0.09% | — |
| NET | CLOUDFLARE INC | $5.3M | 25,580 | 0.08% | — |
| CHKP | CHECK POINT SOFTWARE TECH LT | $5.2M | 36,175 | 0.08% | — |
| UNP | UNION PAC CORP | $4.8M | 19,664 | 0.08% | — |
| CRM | SALESFORCE INC | $4.6M | 24,703 | 0.07% | — |
| PLTR | PALANTIR TECHNOLOGIES INC | $4.5M | 31,051 | 0.07% | — |
| VUG | VANGUARD INDEX FDS | $4.5M | 10,202 | 0.07% | — |
| VO | VANGUARD INDEX FDS | $4.4M | 15,458 | 0.07% | — |
| GS | GOLDMAN SACHS GROUP INC | $4.4M | 5,197 | 0.07% | — |
| IJR | ISHARES TR | $4.2M | 33,942 | 0.07% | — |
| VV | VANGUARD INDEX FDS | $4.2M | 14,100 | 0.07% | — |
| SPTM | SPDR SERIES TRUST | $4.2M | 52,608 | 0.07% | — |
| PM | PHILIP MORRIS INTL INC | $4.1M | 24,920 | 0.06% | — |
| DHR | DANAHER CORP DEL | $4.1M | 21,722 | 0.06% | — |
| AGG | ISHARES TR | $4.1M | 41,343 | 0.06% | — |
| EMR | EMERSON ELEC CO | $3.9M | 29,900 | 0.06% | — |
| AXP | AMERICAN EXPRESS CO | $3.8M | 12,652 | 0.06% | — |
| ORLY | OREILLY AUTOMOTIVE INC | $3.8M | 41,060 | 0.06% | — |
| HONGBP | HONEYWELL INTL INC | $3.7M | 16,353 | 0.06% | — |
| META | META PLATFORMS INC | $3.6M | 6,299 | 0.06% | — |
| XLF | SELECT SECTOR SPDR TR | $3.5M | 71,496 | 0.06% | — |
| IVE | ISHARES TR | $3.5M | 16,662 | 0.06% | — |
| DIS | DISNEY WALT CO | $3.4M | 35,705 | 0.05% | — |
| NFLX | NETFLIX INC. | $3.4M | 35,711 | 0.05% | — |
| DUK | DUKE ENERGY CORP NEW | $3.2M | 24,084 | 0.05% | — |
| WFC | WELLS FARGO & CO | $3.1M | 38,475 | 0.05% | — |
| TRV | TRAVELERS COMPANIES INC | $3.0M | 10,447 | 0.05% | — |
| GEV | GE VERNOVA INC | $3.0M | 3,474 | 0.05% | — |
| CHD | CHURCH & DWIGHT CO INC | $3.0M | 31,861 | 0.05% | — |
| IWR | ISHARES TR | $2.9M | 30,160 | 0.05% | — |
| GE | GE AEROSPACE | $2.9M | 10,272 | 0.05% | — |
| AFL | AFLAC INC | $2.9M | 26,256 | 0.05% | — |
| PFE | PFIZER INC | $2.9M | 101,720 | 0.04% | — |
| IDXX | IDEXX LABS INC | $2.8M | 4,974 | 0.04% | — |
| LMT | LOCKHEED MARTIN CORP | $2.8M | 4,558 | 0.04% | — |
| MTD | METTLER TOLEDO INTERNATIONAL | $2.7M | 2,175 | 0.04% | — |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2.7M | 17,135 | 0.04% | — |
| CSR | CENTERSPACE | $2.6M | 45,781 | 0.04% | — |
| VIG | VANGUARD SPECIALIZED FUNDS | $2.6M | 12,177 | 0.04% | — |
| AAXJ | ISHARES TR | $2.5M | 25,985 | 0.04% | — |
| XLY | SELECT SECTOR SPDR TR | $2.4M | 21,915 | 0.04% | — |
| QCOM | QUALCOMM INC | $2.4M | 18,298 | 0.04% | — |
| PH | PARKER-HANNIFIN CORP | $2.3M | 2,604 | 0.04% | — |
| XLI | SELECT SECTOR SPDR TR | $2.3M | 14,292 | 0.04% | — |
| BAC | BANK AMERICA CORP | $2.3M | 47,264 | 0.04% | — |
| RPM | RPM INTL INC | $2.3M | 22,825 | 0.04% | — |
| MDT | MEDTRONIC PLC | $2.2M | 25,723 | 0.04% | — |
| IWD | ISHARES TR | $2.2M | 10,398 | 0.03% | — |
| VGT | VANGUARD WORLD FD | $2.2M | 3,175 | 0.03% | — |
| PSX | PHILLIPS 66 | $2.2M | 11,988 | 0.03% | — |
| BA | BOEING CO | $2.2M | 10,955 | 0.03% | — |
This table is the 150 largest positions by value, out of 418 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
Read the original
This page was built from one document: the 2026-03-31 Form 13F info table filed by Evercore Wealth Management, LLC (CIK 1482689, accession 0001172661-26-002269). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
What a 13F cannot show you
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
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