← Back to Discover
Evercore Wealth Management, LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $7,068,127,340
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- NVIDIA CORPORATION · COM · 67066G104 · shares: $430,486,032
- APPLE INC · COM · 037833100 · shares: $426,785,801
- MICROSOFT CORP · COM · 594918104 · shares: $292,279,863
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $288,072,775
- AMAZON COM INC · COM · 023135106 · shares: $265,504,086
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $242,279,174
- MORGAN STANLEY · COM NEW · 617446448 · shares: $227,470,639
- COMFORT SYS USA INC · COM · 199908104 · shares: $222,755,323
- MASTERCARD INCORPORATED · CL A · 57636Q104 · shares: $200,078,529
- WILLIAMS COS INC · COM · 969457100 · shares: $174,547,049
Reported holdings
734 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| APPLE INC | COM | 037833100 | — | 1,330,869 shares | $385,100,310 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 1,885,685 shares | $377,306,712 |
| MICROSOFT CORP | COM | 594918104 | — | 681,288 shares | $254,134,092 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 714,609 shares | $252,492,798 |
| AMAZON COM INC | COM | 023135106 | — | 972,255 shares | $231,727,257 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 619,386 shares | $221,349,800 |
| COMFORT SYS USA INC | COM | 199908104 | — | 100,610 shares | $199,403,989 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 947,217 shares | $198,006,242 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 341,942 shares | $175,621,411 |
| WILLIAMS COS INC | COM | 969457100 | — | 2,107,874 shares | $156,699,353 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 472,806 shares | $154,763,634 |
| AUTOZONE INC | COM | 053332102 | — | 44,746 shares | $143,005,531 |
| BLACKSTONE INC | COM | 09260D107 | — | 1,183,417 shares | $139,252,678 |
| HOME DEPOT INC | COM | 437076102 | — | 377,684 shares | $133,201,687 |
| VIKING HOLDINGS LTD | ORD SHS | G93A5A101 | — | 1,269,994 shares | $132,930,272 |
| CHUBB LIMITED | COM | H1467J104 | — | 367,215 shares | $125,124,839 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 230,076 shares | $115,350,903 |
| CBRE GROUP INC | CL A | 12504L109 | — | 847,088 shares | $114,094,283 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 204,639 shares | $102,399,309 |
| GENERAC HLDGS INC | COM | 368736104 | — | 325,218 shares | $95,227,083 |
| SHARKNINJA INC | COM SHS | G8068L108 | — | 612,974 shares | $93,337,551 |
| BLACKROCK INC | COM | 09290D101 | — | 95,602 shares | $91,927,059 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 129,050 shares | $88,632,830 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 94,097 shares | $88,024,921 |
| AMPHENOL CORP | CL A | 032095101 | — | 496,863 shares | $87,606,884 |
| BROADCOM INC | COM | 11135F101 | — | 220,284 shares | $83,212,281 |
| WISDOMTREE TR | US LARGECAP DIVD | 97717W307 | — | 839,475 shares | $80,858,232 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 1,085,083 shares | $78,299,589 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 94,838 shares | $70,822,524 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | — | 147,206 shares | $67,586,691 |
| EOG RES INC | COM | 26875P101 | — | 518,169 shares | $67,222,064 |
| CROCS INC | COM | 227046109 | — | 521,541 shares | $62,918,706 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 80,729 shares | $60,456,820 |
| PROGRESSIVE CORP | COM | 743315103 | — | 267,969 shares | $58,537,828 |
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | — | 650,199 shares | $58,179,807 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 260,115 shares | $52,046,410 |
| ARES CAPITAL CORP | COM | 04010L103 | — | 2,757,239 shares | $51,091,639 |
| SERVICENOW INC | COM | 81762P102 | — | 511,983 shares | $50,829,672 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | — | 568,815 shares | $47,638,238 |
| WISDOMTREE TR | JAPN HEDGE EQT | 97717W851 | — | 256,596 shares | $44,524,538 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | — | 555,731 shares | $41,963,248 |
| APPLE INC | COM | 037833100 | — | 141,921 shares | $41,066,261 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | — | 783,204 shares | $39,543,970 |
| MICROSOFT CORP | COM | 594918104 | — | 100,412 shares | $37,455,684 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 98,049 shares | $34,643,653 |
| TJX COS INC NEW | COM | 872540109 | — | 226,914 shares | $34,377,471 |
| AMAZON COM INC | COM | 023135106 | — | 138,742 shares | $33,067,768 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | — | 404,740 shares | $32,144,451 |
| SHERWIN WILLIAMS CO | COM | 824348106 | — | 89,123 shares | $30,686,831 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 116,560 shares | $29,602,743 |
| ELI LILLY & CO | COM | 532457108 | — | 24,303 shares | $29,149,747 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 137,191 shares | $28,678,407 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 227,379 shares | $28,233,608 |
| AMERICAN TOWER CORP | COM | 03027X100 | — | 164,448 shares | $26,898,759 |
| CASEYS GEN STORES INC | COM | 147528103 | — | 33,165 shares | $26,359,210 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 62,166 shares | $25,838,055 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 46,644 shares | $23,956,358 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 45,712 shares | $22,873,827 |
| COMFORT SYS USA INC | COM | 199908104 | — | 11,492 shares | $22,776,569 |
| AUTOZONE INC | COM | 053332102 | — | 6,721 shares | $21,479,913 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 58,565 shares | $20,929,374 |
| CHEVRON CORPORATION | COM | 166764100 | — | 120,031 shares | $19,896,401 |
| VIKING HOLDINGS LTD | ORD SHS | G93A5A101 | — | 189,811 shares | $19,867,517 |
| BLACKSTONE INC | COM | 09260D107 | — | 162,342 shares | $19,102,783 |
| WISDOMTREE TR | US LARGECAP DIVD | 97717W307 | — | 195,989 shares | $18,877,660 |
| CBRE GROUP INC | CL A | 12504L109 | — | 132,672 shares | $17,869,592 |
| HOME DEPOT INC | COM | 437076102 | — | 50,605 shares | $17,847,371 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | — | 171,806 shares | $17,847,253 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 47,753 shares | $17,591,250 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 34,452 shares | $17,272,855 |
| WILLIAMS COS INC | COM | 969457100 | — | 230,997 shares | $17,172,317 |
| CISCO SYS INC | COM | 17275R102 | — | 145,787 shares | $17,124,141 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 238,895 shares | $17,021,268 |
| ABBVIE INC | COM | 00287Y109 | — | 66,663 shares | $16,775,077 |
| CHUBB LIMITED | COM | H1467J104 | — | 47,006 shares | $16,016,824 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 21,363 shares | $15,953,248 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 56,241 shares | $15,815,559 |
| APPLIED MATLS INC | COM | 038222105 | — | 20,884 shares | $15,099,132 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 44,419 shares | $14,539,671 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 163,367 shares | $14,338,722 |
| SHARKNINJA INC | COM SHS | G8068L108 | — | 91,787 shares | $13,976,406 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | — | 165,685 shares | $13,876,119 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | — | 62,987 shares | $13,401,744 |
| GENERAC HLDGS INC | COM | 368736104 | — | 43,332 shares | $12,688,043 |
| ISHARES TR | RUS 1000 ETF | 464287622 | — | 30,865 shares | $12,639,217 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 205,332 shares | $12,256,267 |
| JABIL INC | COM | 466313103 | — | 31,740 shares | $12,235,135 |
| TESLA INC | COM | 88160R101 | — | 28,976 shares | $12,187,306 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | — | 131,003 shares | $11,599,006 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 51,552 shares | $11,545,070 |
| VISA INC | COM CL A | 92826C839 | — | 33,127 shares | $11,365,411 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 37,599 shares | $11,296,620 |
| MERCK & CO INC | COM | 58933Y105 | — | 86,524 shares | $11,118,334 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 16,071 shares | $11,037,724 |
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | — | 116,212 shares | $10,398,650 |
| AMPHENOL CORP | CL A | 032095101 | — | 58,034 shares | $10,232,555 |
| PEPSICO INC | COM | 713448108 | — | 75,481 shares | $10,220,127 |
| TEXAS INSTRS INC | COM | 882508104 | — | 33,172 shares | $9,887,578 |
| RTX CORPORATION | COM | 75513E101 | — | 51,755 shares | $9,819,476 |
| EXXON MOBIL CORP | COM | 30231G102 | — | 71,713 shares | $9,804,601 |