Evercore Wealth Management, LLC

Q4 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
12/31/2025
Date filed
2/17/2026
Form type
13F-HR
Num holdings
420
Total value ($000)
$6,824,175
Net value change ($000)
+9,373 (0.1%)
New positions
22
Sold out positions
19
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 61,059 25.7%
SN 60,164 NEW
GOOGL 48,800 26.2%
TMO 23,257 17.1%
MS 18,216 9.2%
VOO 16,466 31.9%
AAPL 16,277 3.9%
VIK 13,889 13.3%
FIX 13,446 10.2%
LLY 11,244 42.9%
Top Reduces (Value $000, Stocks/ETFs)
AZO -45,107 -20.4%
MSFT -31,932 -7.5%
FISV -30,714 -100.0%
HD -28,829 -16.0%
BX -24,837 -10.9%
BLDR -21,188 -20.1%
UBER -19,854 -18.3%
CDW -17,505 -21.9%
UNH -14,598 -29.0%
NVDA -13,919 -3.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type