§ 13F · FUND PROFILE
Evercore Wealth Management, LLC.
AUM · $7.1B (13F)Positions · 734Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$39M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 1.33M | $385M | 5.4% | −2% |
| 2 | NVDA | NVIDIA CORPORATION | 1.89M | $377M | 5.3% | −1% |
| 3 | MSFT | MICROSOFT CORP | 681K | $254M | 3.6% | ±0% |
| 4 | GOOG | ALPHABET INC | 715K | $252M | 3.6% | −8% |
| 5 | AMZN | AMAZON COM INC | 972K | $232M | 3.3% | −1% |
| 6 | GOOGL | ALPHABET INC | 619K | $221M | 3.1% | −5% |
| 7 | FIX | COMFORT SYS USA INC | 101K | $199M | 2.8% | −16% |
| 8 | MS | MORGAN STANLEY | 947K | $198M | 2.8% | −8% |
| 9 | MA | MASTERCARD INCORPORATED | 342K | $176M | 2.5% | −1% |
| 10 | WMB | WILLIAMS COS INC | 2.11M | $157M | 2.2% | −1% |
§ 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 $7.1 billion in assets. The fund runs a broad portfolio of 734 positions.
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