Holders — by stockHoldings — by fund
Evercore Wealth Management, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1482689
$7.07B
disclosed book value
433
positions
6.1%
largest position share
Positions, as of 2026-06-30
top 100 of 433 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 2.2M | $430.5M | 6.1% |
| 2 | AAPLAPPLE INC | 1.5M | $426.8M | 6% |
| 3 | MSFTMICROSOFT CORP | 783,550 | $292.3M | 4.1% |
| 4 | GOOGALPHABET INC | 815,308 | $288.1M | 4.1% |
| 5 | AMZNAMAZON COM INC | 1.1M | $265.5M | 3.8% |
| 6 | GOOGLALPHABET INC | 677,951 | $242.3M | 3.4% |
| 7 | MSMORGAN STANLEY | 1.1M | $227.5M | 3.2% |
| 8 | FIXCOMFORT SYS USA INC | 112,392 | $222.8M | 3.2% |
| 9 | MAMASTERCARD INCORPORATED | 389,561 | $200.1M | 2.8% |
| 10 | WMBWILLIAMS COS INC | 2.3M | $174.5M | 2.5% |
| 11 | JPMJPMORGAN CHASE & CO | 519,610 | $170.1M | 2.4% |
| 12 | AZOAUTOZONE INC | 51,587 | $164.9M | 2.3% |
| 13 | BXBLACKSTONE INC | 1.3M | $158.8M | 2.2% |
| 14 | VIKING HOLDINGS LTD | 1.5M | $153.3M | 2.2% |
| 15 | HDHOME DEPOT INC | 429,314 | $151.4M | 2.1% |
| 16 | CHUBB LIMITED | 416,081 | $141.8M | 2% |
| 17 | TMOTHERMO FISHER SCIENTIFIC INC | 265,163 | $132.9M | 1.9% |
| 18 | CBRECBRE GROUP INC | 982,835 | $132.4M | 1.9% |
| 19 | BRK/BBERKSHIRE HATHAWAY INC DEL | 251,501 | $125.8M | 1.8% |
| 20 | GNRCGENERAC HLDGS INC | 370,495 | $108.5M | 1.5% |
| 21 | SHARKNINJA INC | 707,286 | $107.7M | 1.5% |
| 22 | BLKBLACKROCK INC | 105,813 | $101.7M | 1.4% |
| 23 | VOOVANGUARD INDEX FDS | 146,121 | $100.4M | 1.4% |
| 24 | DLNWISDOMTREE TR | 1.0M | $99.7M | 1.4% |
| 25 | APHAMPHENOL CORP | 556,817 | $98.2M | 1.4% |
| 26 | COSTCOSTCO WHOLESALE CORPORATION | 99,506 | $93.1M | 1.3% |
| 27 | AVGOBROADCOM INC | 246,351 | $93.1M | 1.3% |
| 28 | UBERUBER TECHNOLOGIES INC | 1.2M | $88.0M | 1.2% |
| 29 | SPYSTATE STR SPDR S&P 500 ETF T | 116,201 | $86.8M | 1.2% |
| 30 | SPOTIFY TECHNOLOGY S A | 168,103 | $77.2M | 1.1% |
| 31 | EOGEOG RES INC | 583,553 | $75.7M | 1.1% |
| 32 | CROXCROCS INC | 594,858 | $71.8M | 1% |
| 33 | BLDRBUILDERS FIRSTSOURCE INC | 769,146 | $68.8M | 1% |
| 34 | PGRPROGRESSIVE CORP | 308,477 | $67.4M | 1% |
| 35 | VEUVANGUARD INTL EQUITY INDEX F | 735,314 | $61.6M | 0.9% |
| 36 | IVVISHARES TR | 80,729 | $60.5M | 0.9% |
| 37 | NOWSERVICENOW INC | 589,067 | $58.5M | 0.8% |
| 38 | ARCCARES CAPITAL CORP | 3.0M | $55.7M | 0.8% |
| 39 | DXJWISDOMTREE TR | 310,765 | $53.9M | 0.8% |
| 40 | IAUISHARES GOLD TR | 627,964 | $47.4M | 0.7% |
| 41 | JAAAJANUS DETROIT STR TR | 883,494 | $44.6M | 0.6% |
| 42 | TJXTJX COS INC NEW | 258,499 | $39.2M | 0.6% |
| 43 | GLDMWORLD GOLD TR | 438,275 | $34.8M | 0.5% |
| 44 | JNJJOHNSON & JOHNSON | 130,109 | $33.0M | 0.5% |
| 45 | SHWSHERWIN WILLIAMS CO | 92,530 | $31.9M | 0.5% |
| 46 | LLYELI LILLY & CO | 25,798 | $30.9M | 0.4% |
| 47 | AMTAMERICAN TOWER CORP | 185,707 | $30.4M | 0.4% |
| 48 | CASYCASEYS GEN STORES INC | 37,619 | $29.9M | 0.4% |
| 49 | UNHUNITEDHEALTH GROUP INC | 68,844 | $28.6M | 0.4% |
| 50 | IWFISHARES TR | 230,399 | $28.6M | 0.4% |
| 51 | GLDSPDR GOLD TR | 70,320 | $25.9M | 0.4% |
| 52 | CVXCHEVRON CORPORATION | 142,452 | $23.6M | 0.3% |
| 53 | VEAVANGUARD TAX-MANAGED FDS | 294,405 | $21.0M | 0.3% |
| 54 | ABBVABBVIE INC | 79,804 | $20.1M | 0.3% |
| 55 | CSCOCISCO SYS INC | 170,027 | $20.0M | 0.3% |
| 56 | EFAISHARES TR | 181,663 | $18.9M | 0.3% |
| 57 | IBMINTERNATIONAL BUSINESS MACHS | 60,517 | $17.0M | 0.2% |
| 58 | AMATAPPLIED MATLS INC | 22,684 | $16.4M | 0.2% |
| 59 | NEENEXTERA ENERGY INC | 176,414 | $15.5M | 0.2% |
| 60 | RSPINVESCO EXCHANGE TRADED FD T | 71,112 | $15.1M | 0.2% |
| 61 | TSLATESLA INC | 31,386 | $13.2M | 0.2% |
| 62 | VWOVANGUARD INTL EQUITY INDEX F | 214,877 | $12.8M | 0.2% |
| 63 | IWBISHARES TR | 30,865 | $12.6M | 0.2% |
| 64 | JBLJABIL INC | 31,740 | $12.2M | 0.2% |
| 65 | ADPAUTOMATIC DATA PROCESSING IN | 54,502 | $12.2M | 0.2% |
| 66 | VGKVANGUARD INTL EQUITY INDEX F | 136,099 | $12.1M | 0.2% |
| 67 | XLKSELECT SECTOR SPDR TR | 62,658 | $11.9M | 0.2% |
| 68 | MRKMERCK & CO INC | 91,089 | $11.7M | 0.2% |
| 69 | IWMISHARES TR | 38,790 | $11.7M | 0.2% |
| 70 | VVISA INC | 33,672 | $11.6M | 0.2% |
| 71 | IJHISHARES TR | 149,340 | $11.5M | 0.2% |
| 72 | PEPPEPSICO INC | 82,719 | $11.2M | 0.2% |
| 73 | TXNTEXAS INSTRS INC | 37,238 | $11.1M | 0.2% |
| 74 | MDYSTATE STR SPDR S&P MIDCAP 40 | 15,125 | $10.6M | 0.2% |
| 75 | RTXRTX CORPORATION | 55,024 | $10.4M | 0.1% |
| 76 | EXMOCEXXON MOBIL CORP | 75,510 | $10.3M | 0.1% |
| 77 | KOCOCA COLA CO | 125,610 | $10.2M | 0.1% |
| 78 | ROPROPER TECHNOLOGIES INC | 29,760 | $10.1M | 0.1% |
| 79 | MCKMCKESSON CORP | 13,208 | $10.0M | 0.1% |
| 80 | SYKSTRYKER CORPORATION | 29,457 | $9.3M | 0.1% |
| 81 | CATCATERPILLAR INC | 8,582 | $9.1M | 0.1% |
| 82 | PGPROCTER & GAMBLE CO | 60,544 | $8.9M | 0.1% |
| 83 | WMTWALMART INC | 76,989 | $8.7M | 0.1% |
| 84 | MPLXMPLX LP | 152,053 | $8.6M | 0.1% |
| 85 | BRK/ABERKSHIRE HATHAWAY INC DEL | 11 | $8.2M | 0.1% |
| 86 | ORCLORACLE CORP | 55,803 | $8.2M | 0.1% |
| 87 | EPDENTERPRISE PRODS PARTNERS L | 219,962 | $8.1M | 0.1% |
| 88 | IVWISHARES TR | 54,595 | $7.5M | 0.1% |
| 89 | MCDMCDONALDS CORP | 27,469 | $7.4M | 0.1% |
| 90 | QQQINVESCO QQQ TR | 9,780 | $7.2M | 0.1% |
| 91 | VTIVANGUARD INDEX FDS | 18,918 | $7.0M | 0.1% |
| 92 | VBVANGUARD INDEX FDS | 23,028 | $7.0M | 0.1% |
| 93 | LOWLOWES COS INC | 31,566 | $7.0M | 0.1% |
| 94 | XLVSELECT SECTOR SPDR TR | 42,267 | $6.7M | 0.1% |
| 95 | ACCENTURE PLC IRELAND | 52,865 | $6.6M | 0.1% |
| 96 | AMGNAMGEN INC | 16,770 | $6.1M | 0.1% |
| 97 | SPTMSPDR SERIES TRUST | 66,631 | $6.0M | 0.1% |
| 98 | ECLECOLAB INC | 20,656 | $5.8M | 0.1% |
| 99 | MELIMERCADOLIBRE INC | 3,263 | $5.5M | 0.1% |
| 100 | IBITISHARES BITCOIN TRUST ETF | 165,515 | $5.5M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.