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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) |
|---|---|---|---|---|---|
| PROLOGIS INC. | COM | 74340W103 | — | 2,014 shares | $272,837 |
| INVESCO CURRENCYSHARES SWISS | SWISS FRANC | 46138R108 | — | 2,450 shares | $267,179 |
| PROGRESSIVE CORP | COM | 743315103 | — | 1,215 shares | $265,417 |
| KENVUE INC | COM | 49177J102 | — | 13,846 shares | $264,597 |
| ISHARES INC | MSCI JAPAN ETF | 46434G822 | — | 2,830 shares | $263,954 |
| BETA TECHNOLOGIES INC | COM SHS CL A | 086921103 | — | 15,691 shares | $262,824 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | — | 1,053 shares | $261,534 |
| SERVICENOW INC | COM | 81762P102 | — | 2,625 shares | $260,610 |
| HARTFORD INSURANCE GROUP INC | COM | 416515104 | — | 1,957 shares | $259,342 |
| SELECT SECTOR SPDR TR | ST STR SVC ETF | 81369Y852 | — | 2,410 shares | $258,183 |
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | — | 2,180 shares | $257,916 |
| CARLISLE COS INC | COM | 142339100 | — | 700 shares | $253,925 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | — | 1,986 shares | $253,831 |
| BLOOM ENERGY CORP | COM CL A | 093712107 | — | 835 shares | $252,754 |
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | — | 5,564 shares | $250,992 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | — | 8,523 shares | $250,832 |
| BECTON DICKINSON & CO | COM | 075887109 | — | 1,631 shares | $246,819 |
| WILEY JOHN & SONS INC | CL A | 968223206 | — | 5,060 shares | $245,461 |
| STARBUCKS CORP | COM | 855244109 | — | 2,400 shares | $245,256 |
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | — | 2,735 shares | $244,728 |
| ACME UTD CORP | COM | 004816104 | — | 5,100 shares | $243,372 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | — | 4,830 shares | $242,611 |
| ASTRAZENECA PLC | ORD | G0593M107 | — | 1,278 shares | $242,334 |
| SELECT SECTOR SPDR TR | ST STR DISCR ETF | 81369Y407 | — | 2,065 shares | $242,183 |
| C H ROBINSON WORLDWIDE IN | COM NEW | 12541W209 | — | 1,280 shares | $241,075 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | — | 2,633 shares | $238,181 |
| INTERNATIONAL FLAVORS&FRAGRA | COM | 459506101 | — | 3,000 shares | $237,660 |
| SPDR SERIES TRUST | ST STR SP BIOT | 78464A870 | — | 1,500 shares | $237,375 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | — | 788 shares | $235,620 |
| HONEYWELL INTL INC | COM | 438516205 | — | 1,050 shares | $235,095 |
| INTERNATIONAL MONEY EXPRESS | COM | 46005L101 | — | 16,228 shares | $234,495 |
| ENCORE CAP GROUP INC | COM | 292554102 | — | 2,500 shares | $233,225 |
| TAILWIND 2.0 ACQUISITION COR | ORD SHS CL A | G8662J111 | — | 23,200 shares | $232,928 |
| HONEYWELL AEROSPACE INC | COM | 43849R105 | — | 1,050 shares | $232,134 |
| MCCORMICK & CO INC | COM NON VTG | 579780206 | — | 4,582 shares | $231,024 |
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 | — | 2,400 shares | $230,688 |
| ISHARES TR | SELECT US REIT | 464287564 | — | 3,401 shares | $230,010 |
| INTERNATIONAL FLAVORS&FRAGRA | COM | 459506101 | — | 2,890 shares | $228,946 |
| METTLER TOLEDO INTERNATIONAL | COM | 592688105 | — | 179 shares | $228,674 |
| ROYAL BK CDA | COM | 780087102 | — | 1,076 shares | $222,700 |
| PLAINS ALL AMERN PIPELINE L | UNIT LTD PARTN | 726503105 | — | 10,000 shares | $222,600 |
| PLAINS ALL AMERN PIPELINE L | UNIT LTD PARTN | 726503105 | — | 10,000 shares | $222,600 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | — | 6,012 shares | $221,662 |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | — | 1,663 shares | $220,896 |
| ALTRIA GROUP INC | COM | 02209S103 | — | 3,057 shares | $219,951 |
| AFLAC INC | COM | 001055102 | — | 1,852 shares | $217,147 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | — | 502 shares | $216,593 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 | — | 556 shares | $215,022 |
| ISHARES TR | MSCI USA MIN ETF | 46429B697 | — | 2,210 shares | $213,177 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | — | 5,900 shares | $213,167 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 | — | 1,452 shares | $212,268 |
| QUEST DIAGNOSTICS INC | COM | 74834L100 | — | 1,000 shares | $211,950 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 | — | 1,940 shares | $211,596 |
| GENERAL AMERN INVS CO INC | COM | 368802104 | — | 3,313 shares | $211,204 |
| INTUIT | COM | 461202103 | — | 808 shares | $210,888 |
| GRACO INC | COM | 384109104 | — | 2,763 shares | $208,910 |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ CYB ETF | 33734X846 | — | 2,318 shares | $208,272 |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | 389637109 | — | 4,550 shares | $207,116 |
| ISHARES TR | 3 7 YR TREAS BD | 464288661 | — | 1,760 shares | $206,712 |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | 81369Y209 | — | 1,300 shares | $206,258 |
| SL GREEN RLTY CORP | COM | 78440X887 | — | 3,972 shares | $205,630 |
| EVERCORE INC | CLASS A | 29977A105 | — | 600 shares | $204,864 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | — | 1,790 shares | $204,382 |
| SPDR SERIES TRUST | ST STR CONV ETF | 78464A359 | — | 1,882 shares | $202,917 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 200 shares | $202,274 |
| DOMINOS PIZZA INC | COM | 25754A201 | — | 683 shares | $202,195 |
| BERKLEY W R CORP | COM | 084423102 | — | 2,866 shares | $202,139 |
| ISHARES TR | U.S. TECH ETF | 464287721 | — | 800 shares | $201,784 |
| MCCORMICK & CO INC | COM NON VTG | 579780206 | — | 4,000 shares | $201,680 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 | — | 1,304 shares | $201,194 |
| COLGATE PALMOLIVE CO | COM | 194162103 | — | 2,108 shares | $193,261 |
| QNITY ELECTRONICS INC | COMMON STOCK | 74743L100 | — | 1,152 shares | $188,133 |
| SMUCKER J M CO | COM NEW | 832696405 | — | 1,670 shares | $187,875 |
| VISA INC | COM CL A | 92826C839 | — | 545 shares | $186,984 |
| ARCHER AVIATION INC | COM CL A | 03945R102 | — | 38,750 shares | $183,287 |
| DISNEY WALT CO | COM | 254687106 | — | 1,904 shares | $183,260 |
| SOLSTICE ADVANCED MATLS INC | COM SHS | 83443Q103 | — | 2,067 shares | $183,136 |
| VANECK BITCOIN ETF | SH BEN INT | 92189K105 | — | 11,000 shares | $182,710 |
| ISHARES TR | RUS MID CAP ETF | 464287499 | — | 1,613 shares | $177,946 |
| GENERAL DYNAMICS CORP | COM | 369550108 | — | 500 shares | $177,120 |
| SELECT SECTOR SPDR TR | ST STR MATER ETF | 81369Y100 | — | 3,328 shares | $169,162 |
| CARTESIAN GROWTH CORP IV | UNIT 06/08/2031 | G19316127 | — | 16,900 shares | $169,000 |
| ABRDN SILVER ETF TRUST | PHYSCL SILVR SHS | 003264108 | — | 3,000 shares | $168,660 |
| CALISA ACQUISITION CORP | ORD SHS | G1771C101 | — | 16,590 shares | $168,388 |
| TRIBECA STRATEGIC ACQUISITIO | UNIT 05/22/2031 | G90420129 | — | 16,800 shares | $167,160 |
| KENSINGTON CAP ACQUISITION | UNIT 99/99/9999 | G5235S131 | — | 16,588 shares | $166,046 |
| HUBBELL INC | COM | 443510607 | — | 317 shares | $165,854 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 215 shares | $164,075 |
| FIGX CAP ACQUISITION CORP. | USD CL A ORD SHS | G3473K100 | — | 15,940 shares | $163,066 |
| LIONHEART HOLDINGS | SHS CL A | G5501C109 | — | 15,100 shares | $162,627 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | — | 4,800 shares | $162,432 |
| PURECYCLE TECHNOLOGIES INC | COM | 74623V103 | — | 20,000 shares | $162,200 |
| M3-BRIGADE ACQUISITION VI CO | ORD SHS CL A | G63221108 | — | 15,999 shares | $162,070 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 475 shares | $160,669 |
| JOBY AVIATION INC | COMMON STOCK | G65163100 | — | 17,994 shares | $160,506 |
| KKR & CO INC | COM | 48251W104 | — | 1,731 shares | $158,871 |
| NORFOLK SOUTHN CORP | COM | 655844108 | — | 500 shares | $157,295 |
| CHART INDS INC | COM | 16115Q308 | — | 750 shares | $156,705 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | — | 4,605 shares | $153,300 |
| SCHWAB CHARLES CORP | COM | 808513105 | — | 1,625 shares | $149,939 |