Filed: 2/17/2026ACC: 0001172661-26-000920
📋 What this filing means
EVERCORE WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 420 equity positions with a total reported market value of $6.82B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
420
Positions
$6.82B
Total AUM (reported)
38.81M
Total Shares
Allocation by class
COM$4.46B65.3%
CL A$421.06M6.2%
CAP STK CL C$299.05M4.4%
CAP STK CL A$235.18M3.4%
COM NEW$228.14M3.3%
CL B NEW$133.93M2.0%
ORD SHS$119.44M1.8%
Portfolio Concentration
Top 3$1.24B18.2%
4–10$1.63B24.0%
11–25$1.87B27.5%
Rest$2.07B30.4%
Top 3 weight
18.2%
Top 10 weight
42.2%
Voting Authority Distribution
Total shares with voting rights: 38.81M
Sole
Full voting authority
36.49M
shares
% of voting shares94.0%
Shared
Joint voting authority
1.16M
shares
% of voting shares3.0%
None
No voting authority
1.16M
shares
% of voting shares3.0%
Investment Discretion (by position count)
Sole275
Shared0
Other145
Dominant voting typeSole · 94.0% of voting shares
Institutional Holdings420
Rows:
APPLE INC
OTRShares1.58M
TypeSH
Market value$428.60M
6.28%
Sole
1.49M
Shared
46.30K
None
35.53K
NVIDIA CORPORATION
SOLEShares2.26M
TypeSH
Market value$422.40M
6.19%
Sole
2.12M
Shared
78.85K
None
64.23K
MICROSOFT CORP
DFNDShares811.53K
TypeSH
Market value$392.47M
5.75%
Sole
757.80K
Shared
26.30K
None
27.43K
ALPHABET INC
DFNDShares953K
TypeSH
Market value$299.05M
4.38%
Sole
884.11K
Shared
37.83K
None
31.07K
AMAZON COM INC
SOLEShares1.14M
TypeSH
Market value$264.24M
3.87%
Sole
1.07M
Shared
49.30K
None
26.98K
ALPHABET INC
DFNDShares751.37K
TypeSH
Market value$235.18M
3.45%
Sole
715.12K
Shared
21.77K
None
14.48K
MASTERCARD INCORPORATED
SOLEShares399.18K
TypeSH
Market value$227.88M
3.34%
Sole
370.20K
Shared
15.88K
None
13.10K
MORGAN STANLEY
DFNDShares1.22M
TypeSH
Market value$215.98M
3.16%
Sole
1.13M
Shared
36.87K
None
44.84K
BLACKSTONE INC
DFNDShares1.32M
TypeSH
Market value$203.02M
2.97%
Sole
1.25M
Shared
35.62K
None
31.65K
JPMORGAN CHASE & CO.
SOLEShares586.99K
TypeSH
Market value$189.14M
2.77%
Sole
555.42K
Shared
15.01K
None
16.57K
AUTOZONE INC
SOLEShares51.96K
TypeSH
Market value$176.23M
2.58%
Sole
47.60K
Shared
2.37K
None
1.99K
CBRE GROUP INC
DFNDShares997K
TypeSH
Market value$160.31M
2.35%
Sole
919.13K
Shared
49.85K
None
28.02K
THERMO FISHER SCIENTIFIC INC
OTRShares274.75K
TypeSH
Market value$159.21M
2.33%
Sole
253.86K
Shared
10.66K
None
10.23K
HOME DEPOT INC
OTRShares440.32K
TypeSH
Market value$151.51M
2.22%
Sole
410.55K
Shared
15.02K
None
14.75K
WILLIAMS COS INC
SOLEShares2.46M
TypeSH
Market value$147.81M
2.17%
Sole
2.36M
Shared
52.05K
None
50.89K
COMFORT SYS USA INC
OTRShares155.24K
TypeSH
Market value$144.88M
2.12%
Sole
144.07K
Shared
5.50K
None
5.66K
CHUBB LIMITED
SOLEShares429.48K
TypeSH
Market value$134.05M
1.96%
Sole
398.47K
Shared
14.82K
None
16.18K
BERKSHIRE HATHAWAY INC DEL
DFNDShares266.45K
TypeSH
Market value$133.93M
1.96%
Sole
253.34K
Shared
7.32K
None
5.79K
VIKING HOLDINGS LTD
SOLEShares1.66M
TypeSH
Market value$118.38M
1.73%
Sole
1.54M
Shared
57.47K
None
55.86K
BLACKROCK INC
OTRShares108.57K
TypeSH
Market value$116.20M
1.70%
Sole
102.75K
Shared
3.06K
None
2.76K
WISDOMTREE TR
SOLEShares1.03M
TypeSH
Market value$91.06M
1.33%
Sole
1.01M
Shared
7.85K
None
18.88K
UBER TECHNOLOGIES INC
OTRShares1.09M
TypeSH
Market value$88.87M
1.30%
Sole
1.01M
Shared
39.71K
None
33.58K
COSTCO WHSL CORP NEW
OTRShares101.24K
TypeSH
Market value$87.30M
1.28%
Sole
98.62K
Shared
570.00
None
2.04K
BUILDERS FIRSTSOURCE INC
DFNDShares819.42K
TypeSH
Market value$84.31M
1.24%
Sole
751.02K
Shared
34.82K
None
33.57K
SPDR S&P 500 ETF TR
DFNDShares116.55K
TypeSH
Market value$79.48M
1.16%
Sole
108.84K
Shared
7.06K
None
642.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCOTR | COM | 1.58M | SH | $428.60M 6.28% | 1.49M | 46.30K | 35.53K |
NVIDIA CORPORATIONSOLE | COM | 2.26M | SH | $422.40M 6.19% | 2.12M | 78.85K | 64.23K |
MICROSOFT CORPDFND | COM | 811.53K | SH | $392.47M 5.75% | 757.80K | 26.30K | 27.43K |
ALPHABET INCDFND | CAP STK CL C | 953K | SH | $299.05M 4.38% | 884.11K | 37.83K | 31.07K |
AMAZON COM INCSOLE | COM | 1.14M | SH | $264.24M 3.87% | 1.07M | 49.30K | 26.98K |
ALPHABET INCDFND | CAP STK CL A | 751.37K | SH | $235.18M 3.45% | 715.12K | 21.77K | 14.48K |
MASTERCARD INCORPORATEDSOLE | CL A | 399.18K | SH | $227.88M 3.34% | 370.20K | 15.88K | 13.10K |
MORGAN STANLEYDFND | COM NEW | 1.22M | SH | $215.98M 3.16% | 1.13M | 36.87K | 44.84K |
BLACKSTONE INCDFND | COM | 1.32M | SH | $203.02M 2.97% | 1.25M | 35.62K | 31.65K |
JPMORGAN CHASE & CO.SOLE | COM | 586.99K | SH | $189.14M 2.77% | 555.42K | 15.01K | 16.57K |
AUTOZONE INCSOLE | COM | 51.96K | SH | $176.23M 2.58% | 47.60K | 2.37K | 1.99K |
CBRE GROUP INCDFND | CL A | 997K | SH | $160.31M 2.35% | 919.13K | 49.85K | 28.02K |
THERMO FISHER SCIENTIFIC INCOTR | COM | 274.75K | SH | $159.21M 2.33% | 253.86K | 10.66K | 10.23K |
HOME DEPOT INCOTR | COM | 440.32K | SH | $151.51M 2.22% | 410.55K | 15.02K | 14.75K |
WILLIAMS COS INCSOLE | COM | 2.46M | SH | $147.81M 2.17% | 2.36M | 52.05K | 50.89K |
COMFORT SYS USA INCOTR | COM | 155.24K | SH | $144.88M 2.12% | 144.07K | 5.50K | 5.66K |
CHUBB LIMITEDSOLE | COM | 429.48K | SH | $134.05M 1.96% | 398.47K | 14.82K | 16.18K |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 266.45K | SH | $133.93M 1.96% | 253.34K | 7.32K | 5.79K |
VIKING HOLDINGS LTDSOLE | ORD SHS | 1.66M | SH | $118.38M 1.73% | 1.54M | 57.47K | 55.86K |
BLACKROCK INCOTR | COM | 108.57K | SH | $116.20M 1.70% | 102.75K | 3.06K | 2.76K |
WISDOMTREE TRSOLE | US LARGECAP DIVD | 1.03M | SH | $91.06M 1.33% | 1.01M | 7.85K | 18.88K |
UBER TECHNOLOGIES INCOTR | COM | 1.09M | SH | $88.87M 1.30% | 1.01M | 39.71K | 33.58K |
COSTCO WHSL CORP NEWOTR | COM | 101.24K | SH | $87.30M 1.28% | 98.62K | 570.00 | 2.04K |
BUILDERS FIRSTSOURCE INCDFND | COM | 819.42K | SH | $84.31M 1.24% | 751.02K | 34.82K | 33.57K |
SPDR S&P 500 ETF TRDFND | TR UNIT | 116.55K | SH | $79.48M 1.16% | 108.84K | 7.06K | 642.00 |
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