§ 13F · FUND PROFILE
Evercore Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $6814.8T (13F)Positions · 733Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$67.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 1.42M | $386.2T | 5.7% | +816% |
| 2 | NVDA | NVIDIA CORPORATION | 1.98M | $369.4T | 5.4% | −4% |
| 3 | MSFT | MICROSOFT CORP | 702K | $339.4T | 5.0% | −1% |
| 4 | GOOG | ALPHABET INC | 829K | $260.2T | 3.8% | −3% |
| 5 | AMZN | AMAZON COM INC | 997K | $230.0T | 3.4% | −1% |
| 6 | GOOGL | ALPHABET INC | 677K | $212.0T | 3.1% | — |
| 7 | MA | MASTERCARD INCORPORATED | 351K | $200.4T | 2.9% | +640% |
| 8 | MS | MORGAN STANLEY | 1.06M | $188.5T | 2.8% | — |
| 9 | BX | BLACKSTONE INC | 1.15M | $177.4T | 2.6% | — |
| 10 | JPM | JPMORGAN CHASE & CO. | 502K | $161.6T | 2.4% | +520% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EVERCORE SIGNAL
AC read
Evercore Wealth Management, LLC is a Other fund managing $6814801.7 trillion in assets. The fund runs a broad portfolio of 733 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed