Evercore Wealth Management
$7.1B 13F equity value
454 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Evercore Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 2,151,462 | $430M | 6.1% |
| AAPL | APPLE INC | 1,474,930 | $427M | 6.0% |
| MSFT | MICROSOFT CORP | 783,550 | $292M | 4.1% |
| GOOG | ALPHABET INC | 815,308 | $288M | 4.1% |
| AMZN | AMAZON COM INC | 1,113,972 | $266M | 3.8% |
| GOOGL | ALPHABET INC | 677,951 | $242M | 3.4% |
| MS | MORGAN STANLEY | 1,088,168 | $227M | 3.2% |
| FIX | COMFORT SYS USA INC | 112,392 | $223M | 3.2% |
| MA | MASTERCARD INCORPORATED | 389,561 | $200M | 2.8% |
| WMB | WILLIAMS COS INC | 2,347,956 | $175M | 2.5% |
Track Evercore Wealth Management's 13F portfolio: $7.1B in reported holdings, 454 positions. Top holdings and quarterly changes on SentiSense.
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