§ 13F · FUND PROFILE
Evercore Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $6.8B (13F)Positions · 733Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 1.36M | $344M | 5.4% | −5% |
| 2 | NVDA | NVIDIA CORPORATION | 1.91M | $334M | 5.2% | −4% |
| 3 | MSFT | MICROSOFT CORP | 680K | $252M | 4.0% | −3% |
| 4 | GOOG | ALPHABET INC | 782K | $224M | 3.5% | −7% |
| 5 | AMZN | AMAZON COM INC | 977K | $203M | 3.2% | −2% |
| 6 | GOOGL | ALPHABET INC | 651K | $187M | 2.9% | −5% |
| 7 | MA | MASTERCARD INCORPORATED | 344K | $172M | 2.7% | −2% |
| 8 | MS | MORGAN STANLEY | 1.02M | $169M | 2.7% | −3% |
| 9 | FIX | COMFORT SYS USA INC | 120K | $165M | 2.6% | −13% |
| 10 | WMB | WILLIAMS COS INC | 2.13M | $155M | 2.4% | −4% |
§ 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 $6.8 billion in assets. The fund runs a broad portfolio of 733 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed