Filed: 5/15/2026ACC: 0001172661-26-002269
📋 What this filing means
EVERCORE WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 418 equity positions with a total reported market value of $6.36B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
418
Positions
$6.36B
Total AUM (reported)
38.47M
Total Shares
Allocation by class
COM$4.05B63.6%
CL A$358.50M5.6%
CAP STK CL C$254.57M4.0%
COM NEW$205.99M3.2%
CAP STK CL A$205.32M3.2%
ORD SHS$124.04M2.0%
CL B NEW$123.47M1.9%
Portfolio Concentration
Top 3$1.05B16.6%
4–10$1.44B22.7%
11–25$1.81B28.4%
Rest$2.06B32.3%
Top 3 weight
16.6%
Top 10 weight
39.2%
Voting Authority Distribution
Total shares with voting rights: 38.47M
Sole
Full voting authority
36.19M
shares
% of voting shares94.1%
Shared
Joint voting authority
1.15M
shares
% of voting shares3.0%
None
No voting authority
1.13M
shares
% of voting shares2.9%
Investment Discretion (by position count)
Sole277
Shared0
Other141
Dominant voting typeSole · 94.1% of voting shares
Institutional Holdings418
Rows:
APPLE INC
SOLEShares1.50M
TypeSH
Market value$381.79M
6.00%
Sole
1.42M
Shared
45.88K
None
33.85K
NVIDIA CORPORATION
DFNDShares2.18M
TypeSH
Market value$380.70M
5.99%
Sole
2.04M
Shared
76.93K
None
63.72K
MICROSOFT CORP
DFNDShares784.20K
TypeSH
Market value$290.29M
4.56%
Sole
735.20K
Shared
22.30K
None
26.69K
ALPHABET INC
SOLEShares887.42K
TypeSH
Market value$254.57M
4.00%
Sole
828.10K
Shared
29.11K
None
30.22K
AMAZON COM INC
DFNDShares1.12M
TypeSH
Market value$233.72M
3.67%
Sole
1.05M
Shared
49.10K
None
26.75K
ALPHABET INC
SOLEShares714.01K
TypeSH
Market value$205.32M
3.23%
Sole
681.74K
Shared
19.05K
None
13.22K
MASTERCARD INCORPORATED
DFNDShares392.06K
TypeSH
Market value$195.90M
3.08%
Sole
364.10K
Shared
15.55K
None
12.41K
MORGAN STANLEY
OTRShares1.18M
TypeSH
Market value$193.76M
3.05%
Sole
1.10M
Shared
36.70K
None
43.66K
COMFORT SYS USA INC
OTRShares134.31K
TypeSH
Market value$185.21M
2.91%
Sole
124.44K
Shared
5.03K
None
4.83K
AUTOZONE INC
SOLEShares51.42K
TypeSH
Market value$173.70M
2.73%
Sole
47.11K
Shared
2.37K
None
1.94K
WILLIAMS COS INC
OTRShares2.37M
TypeSH
Market value$172.53M
2.71%
Sole
2.27M
Shared
50.23K
None
50.20K
JPMORGAN CHASE & CO
SOLEShares532.13K
TypeSH
Market value$156.53M
2.46%
Sole
502.19K
Shared
14.47K
None
15.47K
BLACKSTONE INC
SOLEShares1.35M
TypeSH
Market value$154.74M
2.43%
Sole
1.28M
Shared
35.02K
None
31.37K
HOME DEPOT INC
OTRShares432.20K
TypeSH
Market value$142.15M
2.24%
Sole
403.03K
Shared
14.81K
None
14.36K
CHUBB LTD SWITZ
DFNDShares420.57K
TypeSH
Market value$137.08M
2.16%
Sole
389.88K
Shared
14.87K
None
15.82K
CBRE GROUP INC
OTRShares987.08K
TypeSH
Market value$133.71M
2.10%
Sole
911.76K
Shared
48.49K
None
26.83K
THERMO FISHER SCIENTIFIC INC
OTRShares266.75K
TypeSH
Market value$131.12M
2.06%
Sole
246.25K
Shared
10.48K
None
10.02K
BERKSHIRE HATHAWAY INC DEL
OTRShares257.66K
TypeSH
Market value$123.47M
1.94%
Sole
244.51K
Shared
7.17K
None
5.98K
VIKING HOLDINGS LTD
OTRShares1.67M
TypeSH
Market value$122.87M
1.93%
Sole
1.56M
Shared
57.40K
None
55.51K
BLACKROCK INC
DFNDShares106.17K
TypeSH
Market value$102.10M
1.61%
Sole
100.42K
Shared
3.03K
None
2.72K
COSTCO WHOLESALE CORPORATION
OTRShares100.12K
TypeSH
Market value$99.76M
1.57%
Sole
97.45K
Shared
555.00
None
2.11K
WISDOMTREE TR
DFNDShares1.05M
TypeSH
Market value$93.48M
1.47%
Sole
1.02M
Shared
7.85K
None
18.99K
UBER TECHNOLOGIES INC
OTRShares1.16M
TypeSH
Market value$83.15M
1.31%
Sole
1.08M
Shared
39.60K
None
33.05K
EOG RES INC
OTRShares549.20K
TypeSH
Market value$79.40M
1.25%
Sole
511.14K
Shared
19.75K
None
18.31K
GENERAC HLDGS INC
OTRShares386.15K
TypeSH
Market value$75.43M
1.19%
Sole
365.64K
Shared
7.86K
None
12.65K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 1.50M | SH | $381.79M 6.00% | 1.42M | 45.88K | 33.85K |
NVIDIA CORPORATIONDFND | COM | 2.18M | SH | $380.70M 5.99% | 2.04M | 76.93K | 63.72K |
MICROSOFT CORPDFND | COM | 784.20K | SH | $290.29M 4.56% | 735.20K | 22.30K | 26.69K |
ALPHABET INCSOLE | CAP STK CL C | 887.42K | SH | $254.57M 4.00% | 828.10K | 29.11K | 30.22K |
AMAZON COM INCDFND | COM | 1.12M | SH | $233.72M 3.67% | 1.05M | 49.10K | 26.75K |
ALPHABET INCSOLE | CAP STK CL A | 714.01K | SH | $205.32M 3.23% | 681.74K | 19.05K | 13.22K |
MASTERCARD INCORPORATEDDFND | CL A | 392.06K | SH | $195.90M 3.08% | 364.10K | 15.55K | 12.41K |
MORGAN STANLEYOTR | COM NEW | 1.18M | SH | $193.76M 3.05% | 1.10M | 36.70K | 43.66K |
COMFORT SYS USA INCOTR | COM | 134.31K | SH | $185.21M 2.91% | 124.44K | 5.03K | 4.83K |
AUTOZONE INCSOLE | COM | 51.42K | SH | $173.70M 2.73% | 47.11K | 2.37K | 1.94K |
WILLIAMS COS INCOTR | COM | 2.37M | SH | $172.53M 2.71% | 2.27M | 50.23K | 50.20K |
JPMORGAN CHASE & COSOLE | COM | 532.13K | SH | $156.53M 2.46% | 502.19K | 14.47K | 15.47K |
BLACKSTONE INCSOLE | COM | 1.35M | SH | $154.74M 2.43% | 1.28M | 35.02K | 31.37K |
HOME DEPOT INCOTR | COM | 432.20K | SH | $142.15M 2.24% | 403.03K | 14.81K | 14.36K |
CHUBB LTD SWITZDFND | COM | 420.57K | SH | $137.08M 2.16% | 389.88K | 14.87K | 15.82K |
CBRE GROUP INCOTR | CL A | 987.08K | SH | $133.71M 2.10% | 911.76K | 48.49K | 26.83K |
THERMO FISHER SCIENTIFIC INCOTR | COM | 266.75K | SH | $131.12M 2.06% | 246.25K | 10.48K | 10.02K |
BERKSHIRE HATHAWAY INC DELOTR | CL B NEW | 257.66K | SH | $123.47M 1.94% | 244.51K | 7.17K | 5.98K |
VIKING HOLDINGS LTDOTR | ORD SHS | 1.67M | SH | $122.87M 1.93% | 1.56M | 57.40K | 55.51K |
BLACKROCK INCDFND | COM | 106.17K | SH | $102.10M 1.61% | 100.42K | 3.03K | 2.72K |
COSTCO WHOLESALE CORPORATIONOTR | COM | 100.12K | SH | $99.76M 1.57% | 97.45K | 555.00 | 2.11K |
WISDOMTREE TRDFND | US LARGECAP DIVD | 1.05M | SH | $93.48M 1.47% | 1.02M | 7.85K | 18.99K |
UBER TECHNOLOGIES INCOTR | COM | 1.16M | SH | $83.15M 1.31% | 1.08M | 39.60K | 33.05K |
EOG RES INCOTR | COM | 549.20K | SH | $79.40M 1.25% | 511.14K | 19.75K | 18.31K |
GENERAC HLDGS INCOTR | COM | 386.15K | SH | $75.43M 1.19% | 365.64K | 7.86K | 12.65K |
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