Evercore Wealth Management, LLC

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
433
Total value ($000)
$7,068,127
Net value change ($000)
+708,447 (11.1%)
New positions
36
Sold out positions
22
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
APH 91,127 1292.4%
AVGO 83,190 842.9%
NOW 57,957 11018.4%
NVDA 49,783 13.1%
AAPL 45,000 11.8%
FIX 37,546 20.3%
GOOGL 36,959 18.0%
SN 36,701 51.7%
MS 33,707 17.4%
GOOGL 33,506 13.2%
Top Reduces (Value $000, Stocks/ETFs)
ADBE -46,578 -94.5%
MELI -40,455 -88.0%
AMT -29,363 -49.2%
ACN -12,651 -65.8%
AZO -8,833 -5.1%
IAU -7,297 -13.3%
COST -6,677 -6.7%
CVX -6,285 -21.0%
GLD -5,219 -16.8%
TJX -4,264 -9.8%
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