Filed: 11/14/2025ACC: 0001172661-25-004885
📋 What this filing means
EVERCORE WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 413 equity positions with a total reported market value of $6.81B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
413
Positions
$6.81B
Total AUM (reported)
37.91M
Total Shares
Allocation by class
COM$4.72B69.2%
CL A$426.73M6.3%
CAP STK CL C$237.99M3.5%
COM NEW$208.60M3.1%
CAP STK CL A$186.38M2.7%
CL B NEW$134.90M2.0%
ORD SHS$106.60M1.6%
Portfolio Concentration
Top 3$1.27B18.7%
4–10$1.56B22.8%
11–25$1.92B28.2%
Rest$2.06B30.3%
Top 3 weight
18.7%
Top 10 weight
41.5%
Voting Authority Distribution
Total shares with voting rights: 37.91M
Sole
Full voting authority
35.68M
shares
% of voting shares94.1%
Shared
Joint voting authority
1.13M
shares
% of voting shares3.0%
None
No voting authority
1.11M
shares
% of voting shares2.9%
Investment Discretion (by position count)
Sole270
Shared0
Other143
Dominant voting typeSole · 94.1% of voting shares
Institutional Holdings413
Rows:
NVIDIA CORPORATION
DFNDShares2.34M
TypeSH
Market value$436.32M
6.40%
Sole
2.19M
Shared
78.95K
None
64.61K
MICROSOFT CORP
SOLEShares819.39K
TypeSH
Market value$424.41M
6.23%
Sole
765.45K
Shared
26.54K
None
27.41K
APPLE INC
DFNDShares1.62M
TypeSH
Market value$412.33M
6.05%
Sole
1.54M
Shared
46.35K
None
36.84K
AMAZON COM INC
DFNDShares1.15M
TypeSH
Market value$253.00M
3.71%
Sole
1.08M
Shared
49.30K
None
26.95K
ALPHABET INC
SOLEShares977.18K
TypeSH
Market value$237.99M
3.49%
Sole
906.79K
Shared
38.88K
None
31.52K
MASTERCARD INCORPORATED
DFNDShares405.53K
TypeSH
Market value$230.67M
3.38%
Sole
376.54K
Shared
15.90K
None
13.09K
BLACKSTONE INC
DFNDShares1.33M
TypeSH
Market value$227.85M
3.34%
Sole
1.27M
Shared
35.67K
None
31.57K
AUTOZONE INC
SOLEShares51.59K
TypeSH
Market value$221.33M
3.25%
Sole
47.27K
Shared
2.37K
None
1.95K
MORGAN STANLEY
OTRShares1.24M
TypeSH
Market value$197.77M
2.90%
Sole
1.16M
Shared
37.12K
None
44.84K
JPMORGAN CHASE & CO.
DFNDShares591.01K
TypeSH
Market value$186.42M
2.74%
Sole
558.94K
Shared
15.50K
None
16.57K
ALPHABET INC
OTRShares766.67K
TypeSH
Market value$186.38M
2.73%
Sole
730.21K
Shared
21.81K
None
14.64K
HOME DEPOT INC
SOLEShares445.08K
TypeSH
Market value$180.34M
2.65%
Sole
415.36K
Shared
15.02K
None
14.70K
CBRE GROUP INC
OTRShares1.02M
TypeSH
Market value$161.24M
2.37%
Sole
942.92K
Shared
52.29K
None
28.17K
WILLIAMS COS INC
OTRShares2.50M
TypeSH
Market value$158.26M
2.32%
Sole
2.40M
Shared
52.07K
None
50.89K
THERMO FISHER SCIENTIFIC INC
OTRShares280.30K
TypeSH
Market value$135.95M
1.99%
Sole
259.36K
Shared
10.71K
None
10.23K
BERKSHIRE HATHAWAY INC DEL
DFNDShares268.32K
TypeSH
Market value$134.90M
1.98%
Sole
255.34K
Shared
7.20K
None
5.79K
COMFORT SYS USA INC
SOLEShares159.28K
TypeSH
Market value$131.43M
1.93%
Sole
148.11K
Shared
5.57K
None
5.60K
BLACKROCK INC
OTRShares109.54K
TypeSH
Market value$127.70M
1.87%
Sole
103.79K
Shared
3.06K
None
2.69K
CHUBB LIMITED
DFNDShares436.61K
TypeSH
Market value$123.23M
1.81%
Sole
406.13K
Shared
14.82K
None
15.65K
UBER TECHNOLOGIES INC
SOLEShares1.11M
TypeSH
Market value$108.72M
1.60%
Sole
1.04M
Shared
39.71K
None
32.47K
BUILDERS FIRSTSOURCE INC
SOLEShares870.09K
TypeSH
Market value$105.50M
1.55%
Sole
801.49K
Shared
35.10K
None
33.50K
VIKING HOLDINGS LTD
SOLEShares1.68M
TypeSH
Market value$104.49M
1.53%
Sole
1.57M
Shared
57.47K
None
55.43K
COSTCO WHSL CORP NEW
SOLEShares101.74K
TypeSH
Market value$94.18M
1.38%
Sole
99.23K
Shared
570.00
None
1.94K
WISDOMTREE TR
SOLEShares1.05M
TypeSH
Market value$91.42M
1.34%
Sole
1.02M
Shared
7.85K
None
22.87K
CDW CORP
SOLEShares501.14K
TypeSH
Market value$79.82M
1.17%
Sole
468.74K
Shared
14.74K
None
17.66K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONDFND | COM | 2.34M | SH | $436.32M 6.40% | 2.19M | 78.95K | 64.61K |
MICROSOFT CORPSOLE | COM | 819.39K | SH | $424.41M 6.23% | 765.45K | 26.54K | 27.41K |
APPLE INCDFND | COM | 1.62M | SH | $412.33M 6.05% | 1.54M | 46.35K | 36.84K |
AMAZON COM INCDFND | COM | 1.15M | SH | $253.00M 3.71% | 1.08M | 49.30K | 26.95K |
ALPHABET INCSOLE | CAP STK CL C | 977.18K | SH | $237.99M 3.49% | 906.79K | 38.88K | 31.52K |
MASTERCARD INCORPORATEDDFND | CL A | 405.53K | SH | $230.67M 3.38% | 376.54K | 15.90K | 13.09K |
BLACKSTONE INCDFND | COM | 1.33M | SH | $227.85M 3.34% | 1.27M | 35.67K | 31.57K |
AUTOZONE INCSOLE | COM | 51.59K | SH | $221.33M 3.25% | 47.27K | 2.37K | 1.95K |
MORGAN STANLEYOTR | COM NEW | 1.24M | SH | $197.77M 2.90% | 1.16M | 37.12K | 44.84K |
JPMORGAN CHASE & CO.DFND | COM | 591.01K | SH | $186.42M 2.74% | 558.94K | 15.50K | 16.57K |
ALPHABET INCOTR | CAP STK CL A | 766.67K | SH | $186.38M 2.73% | 730.21K | 21.81K | 14.64K |
HOME DEPOT INCSOLE | COM | 445.08K | SH | $180.34M 2.65% | 415.36K | 15.02K | 14.70K |
CBRE GROUP INCOTR | CL A | 1.02M | SH | $161.24M 2.37% | 942.92K | 52.29K | 28.17K |
WILLIAMS COS INCOTR | COM | 2.50M | SH | $158.26M 2.32% | 2.40M | 52.07K | 50.89K |
THERMO FISHER SCIENTIFIC INCOTR | COM | 280.30K | SH | $135.95M 1.99% | 259.36K | 10.71K | 10.23K |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 268.32K | SH | $134.90M 1.98% | 255.34K | 7.20K | 5.79K |
COMFORT SYS USA INCSOLE | COM | 159.28K | SH | $131.43M 1.93% | 148.11K | 5.57K | 5.60K |
BLACKROCK INCOTR | COM | 109.54K | SH | $127.70M 1.87% | 103.79K | 3.06K | 2.69K |
CHUBB LIMITEDDFND | COM | 436.61K | SH | $123.23M 1.81% | 406.13K | 14.82K | 15.65K |
UBER TECHNOLOGIES INCSOLE | COM | 1.11M | SH | $108.72M 1.60% | 1.04M | 39.71K | 32.47K |
BUILDERS FIRSTSOURCE INCSOLE | COM | 870.09K | SH | $105.50M 1.55% | 801.49K | 35.10K | 33.50K |
VIKING HOLDINGS LTDSOLE | ORD SHS | 1.68M | SH | $104.49M 1.53% | 1.57M | 57.47K | 55.43K |
COSTCO WHSL CORP NEWSOLE | COM | 101.74K | SH | $94.18M 1.38% | 99.23K | 570.00 | 1.94K |
WISDOMTREE TRSOLE | US LARGECAP DIVD | 1.05M | SH | $91.42M 1.34% | 1.02M | 7.85K | 22.87K |
CDW CORPSOLE | COM | 501.14K | SH | $79.82M 1.17% | 468.74K | 14.74K | 17.66K |
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