Filed: 8/14/2026ACC: 0001172661-26-003500
📋 What this filing means
EVERCORE WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 433 equity positions with a total reported market value of $7.07B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
433
Positions
$7.07B
Total AUM (reported)
39.51M
Total Shares
Allocation by class
COM$4.37B61.9%
CL A$453.56M6.4%
CAP STK CL C$288.07M4.1%
COM NEW$243.18M3.4%
CAP STK CL A$242.28M3.4%
ORD SHS$154.32M2.2%
CL B NEW$125.85M1.8%
Portfolio Concentration
Top 3$1.15B16.3%
4–10$1.62B22.9%
11–25$1.95B27.6%
Rest$2.35B33.3%
Top 3 weight
16.3%
Top 10 weight
39.2%
Voting Authority Distribution
Total shares with voting rights: 39.51M
Sole
Full voting authority
37.06M
shares
% of voting shares93.8%
Shared
Joint voting authority
1.22M
shares
% of voting shares3.1%
None
No voting authority
1.23M
shares
% of voting shares3.1%
Investment Discretion (by position count)
Sole305
Shared0
Other128
Dominant voting typeSole · 93.8% of voting shares
Institutional Holdings433
Rows:
NVIDIA CORPORATION
OTRShares2.15M
TypeSH
Market value$430.49M
6.09%
Sole
2.01M
Shared
74.19K
None
62.59K
APPLE INC
OTRShares1.47M
TypeSH
Market value$426.79M
6.04%
Sole
1.39M
Shared
45.56K
None
34.58K
MICROSOFT CORP
SOLEShares783.55K
TypeSH
Market value$292.28M
4.14%
Sole
734.95K
Shared
22.33K
None
26.27K
ALPHABET INC
SOLEShares815.31K
TypeSH
Market value$288.07M
4.08%
Sole
758.27K
Shared
27.68K
None
29.36K
AMAZON COM INC
DFNDShares1.11M
TypeSH
Market value$265.50M
3.76%
Sole
1.04M
Shared
47.35K
None
28K
ALPHABET INC
SOLEShares677.95K
TypeSH
Market value$242.28M
3.43%
Sole
647.13K
Shared
17.83K
None
12.99K
MORGAN STANLEY
SOLEShares1.09M
TypeSH
Market value$227.47M
3.22%
Sole
1.01M
Shared
34.36K
None
40.37K
COMFORT SYS USA INC
OTRShares112.39K
TypeSH
Market value$222.76M
3.15%
Sole
104.20K
Shared
4.05K
None
4.14K
MASTERCARD INCORPORATED
DFNDShares389.56K
TypeSH
Market value$200.08M
2.83%
Sole
361.40K
Shared
15.59K
None
12.57K
WILLIAMS COS INC
OTRShares2.35M
TypeSH
Market value$174.55M
2.47%
Sole
2.25M
Shared
50.23K
None
50.96K
JPMORGAN CHASE & CO
SOLEShares519.61K
TypeSH
Market value$170.08M
2.41%
Sole
489.79K
Shared
14.20K
None
15.62K
AUTOZONE INC
DFNDShares51.59K
TypeSH
Market value$164.87M
2.33%
Sole
47.23K
Shared
2.41K
None
1.95K
BLACKSTONE INC
DFNDShares1.35M
TypeSH
Market value$158.76M
2.25%
Sole
1.28M
Shared
35.44K
None
34.76K
VIKING HOLDINGS LTD
SOLEShares1.47M
TypeSH
Market value$153.35M
2.17%
Sole
1.36M
Shared
52.58K
None
53.45K
HOME DEPOT INC
SOLEShares429.31K
TypeSH
Market value$151.41M
2.14%
Sole
399.48K
Shared
14.85K
None
14.98K
CHUBB LIMITED
OTRShares416.08K
TypeSH
Market value$141.78M
2.01%
Sole
385.49K
Shared
14.86K
None
15.74K
THERMO FISHER SCIENTIFIC INC
SOLEShares265.16K
TypeSH
Market value$132.94M
1.88%
Sole
244.08K
Shared
10.66K
None
10.43K
CBRE GROUP INC
SOLEShares982.84K
TypeSH
Market value$132.38M
1.87%
Sole
907.05K
Shared
48.66K
None
27.13K
BERKSHIRE HATHAWAY INC DEL
OTRShares251.50K
TypeSH
Market value$125.85M
1.78%
Sole
238.30K
Shared
7.16K
None
6.04K
GENERAC HLDGS INC
OTRShares370.50K
TypeSH
Market value$108.48M
1.53%
Sole
347.49K
Shared
10.46K
None
12.55K
SHARKNINJA INC
OTRShares707.29K
TypeSH
Market value$107.70M
1.52%
Sole
649.85K
Shared
28.34K
None
29.10K
BLACKROCK INC
SOLEShares105.81K
TypeSH
Market value$101.75M
1.44%
Sole
100.01K
Shared
3.02K
None
2.78K
VANGUARD INDEX FDS
OTRShares146.12K
TypeSH
Market value$100.36M
1.42%
Sole
138.68K
Shared
4.65K
None
2.80K
WISDOMTREE TR
DFNDShares1.04M
TypeSH
Market value$99.74M
1.41%
Sole
1.01M
Shared
9.22K
None
18.99K
AMPHENOL CORP
SOLEShares556.82K
TypeSH
Market value$98.18M
1.39%
Sole
522.79K
Shared
15.56K
None
18.46K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONOTR | COM | 2.15M | SH | $430.49M 6.09% | 2.01M | 74.19K | 62.59K |
APPLE INCOTR | COM | 1.47M | SH | $426.79M 6.04% | 1.39M | 45.56K | 34.58K |
MICROSOFT CORPSOLE | COM | 783.55K | SH | $292.28M 4.14% | 734.95K | 22.33K | 26.27K |
ALPHABET INCSOLE | CAP STK CL C | 815.31K | SH | $288.07M 4.08% | 758.27K | 27.68K | 29.36K |
AMAZON COM INCDFND | COM | 1.11M | SH | $265.50M 3.76% | 1.04M | 47.35K | 28K |
ALPHABET INCSOLE | CAP STK CL A | 677.95K | SH | $242.28M 3.43% | 647.13K | 17.83K | 12.99K |
MORGAN STANLEYSOLE | COM NEW | 1.09M | SH | $227.47M 3.22% | 1.01M | 34.36K | 40.37K |
COMFORT SYS USA INCOTR | COM | 112.39K | SH | $222.76M 3.15% | 104.20K | 4.05K | 4.14K |
MASTERCARD INCORPORATEDDFND | CL A | 389.56K | SH | $200.08M 2.83% | 361.40K | 15.59K | 12.57K |
WILLIAMS COS INCOTR | COM | 2.35M | SH | $174.55M 2.47% | 2.25M | 50.23K | 50.96K |
JPMORGAN CHASE & COSOLE | COM | 519.61K | SH | $170.08M 2.41% | 489.79K | 14.20K | 15.62K |
AUTOZONE INCDFND | COM | 51.59K | SH | $164.87M 2.33% | 47.23K | 2.41K | 1.95K |
BLACKSTONE INCDFND | COM | 1.35M | SH | $158.76M 2.25% | 1.28M | 35.44K | 34.76K |
VIKING HOLDINGS LTDSOLE | ORD SHS | 1.47M | SH | $153.35M 2.17% | 1.36M | 52.58K | 53.45K |
HOME DEPOT INCSOLE | COM | 429.31K | SH | $151.41M 2.14% | 399.48K | 14.85K | 14.98K |
CHUBB LIMITEDOTR | COM | 416.08K | SH | $141.78M 2.01% | 385.49K | 14.86K | 15.74K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 265.16K | SH | $132.94M 1.88% | 244.08K | 10.66K | 10.43K |
CBRE GROUP INCSOLE | CL A | 982.84K | SH | $132.38M 1.87% | 907.05K | 48.66K | 27.13K |
BERKSHIRE HATHAWAY INC DELOTR | CL B NEW | 251.50K | SH | $125.85M 1.78% | 238.30K | 7.16K | 6.04K |
GENERAC HLDGS INCOTR | COM | 370.50K | SH | $108.48M 1.53% | 347.49K | 10.46K | 12.55K |
SHARKNINJA INCOTR | COM SHS | 707.29K | SH | $107.70M 1.52% | 649.85K | 28.34K | 29.10K |
BLACKROCK INCSOLE | COM | 105.81K | SH | $101.75M 1.44% | 100.01K | 3.02K | 2.78K |
VANGUARD INDEX FDSOTR | S&P 500 ETF SHS | 146.12K | SH | $100.36M 1.42% | 138.68K | 4.65K | 2.80K |
WISDOMTREE TRDFND | US LARGECAP DIVD | 1.04M | SH | $99.74M 1.41% | 1.01M | 9.22K | 18.99K |
AMPHENOL CORPSOLE | CL A | 556.82K | SH | $98.18M 1.39% | 522.79K | 15.56K | 18.46K |
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