Evercore Wealth Management, LLC
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 6,824,175
- Description
- New York New York based fiduciary portfolio advisory practice with a manager led operating structure and a cycle aware and portfolio focused investment mandate. The approach emphasizes fundamental research depth, planning integrated mandate design, and valuation discipline and downside awareness for fiduciary household mandates. Risk framing is embedded in allocation decisions, position sizing, and portfolio construction discipline through allocation committee oversight and governance clarity.
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 420 | 6,824,175 | 13F-HR | Evercore Wealth Management, LLC |
| Q3 2025 | 11/14/2025 | 413 | 6,814,802 | 13F-HR | Evercore Wealth Management, LLC |
| Q2 2025 | 8/14/2025 | 406 | 6,431,745 | 13F-HR | Evercore Wealth Management, LLC |
| Q1 2025 | 5/15/2025 | 416 | 6,224,930 | 13F-HR | Evercore Wealth Management, LLC |
| Q4 2024 | 2/14/2025 | 417 | 6,676,206 | 13F-HR | Evercore Wealth Management, LLC |
| Q3 2024 | 11/14/2024 | 417 | 6,667,141 | 13F-HR | Evercore Wealth Management, LLC |
| Q2 2024 | 8/14/2024 | 410 | 6,353,152 | 13F-HR | Evercore Wealth Management, LLC |
| Q1 2024 | 5/15/2024 | 421 | 6,379,468 | 13F-HR | Evercore Wealth Management, LLC |
| Q4 2023 | 2/14/2024 | 433 | 5,964,090 | 13F-HR | Evercore Wealth Management, LLC |
| Q3 2023 | 11/14/2023 | 407 | 5,341,594 | 13F-HR | Evercore Wealth Management, LLC |
| Q2 2023 | 8/4/2023 | 414 | 5,452,242 | 13F-HR | Evercore Wealth Management, LLC |
| Q1 2023 | 5/15/2023 | 405 | 5,016,085 | 13F-HR | Evercore Wealth Management, LLC |
| Q4 2022 | 2/14/2023 | 396 | 4,771,775 | 13F-HR | Evercore Wealth Management, LLC |
| Q3 2022 | 11/14/2022 | 378 | 4,433,083 | 13F-HR | Evercore Wealth Management, LLC |
| Q2 2022 | 8/15/2022 | 392 | 4,742,983 | 13F-HR | Evercore Wealth Management, LLC |
| Q1 2022 | 5/16/2022 | 431 | 5,654,758 | 13F-HR | Evercore Wealth Management, LLC |
| Q4 2021 | 2/14/2022 | 421 | 6,149,380 | 13F-HR | Evercore Wealth Management, LLC |
| Q3 2021 | 11/15/2021 | 417 | 5,524,521 | 13F-HR | Evercore Wealth Management, LLC |
| Q2 2021 | 8/16/2021 | 423 | 5,464,324 | 13F-HR | Evercore Wealth Management, LLC |
| Q1 2021 | 5/17/2021 | 427 | 5,047,548 | 13F-HR | Evercore Wealth Management, LLC |
| Q4 2020 | 2/16/2021 | 419 | 4,640,795 | 13F-HR | Evercore Wealth Management, LLC |
| Q3 2020 | 11/16/2020 | 377 | 4,086,592 | 13F-HR | Evercore Wealth Management, LLC |
| Q2 2020 | 8/13/2020 | 375 | 3,743,189 | 13F-HR | Evercore Wealth Management, LLC |
| Q1 2020 | 5/14/2020 | 360 | 3,032,994 | 13F-HR | Evercore Wealth Management, LLC |
| Q4 2019 | 2/13/2020 | 402 | 3,712,785 | 13F-HR | Evercore Wealth Management, LLC |
| Q1 2014 | 5/15/2014 | 914 | 1,783,319 | 13F-HR | Evercore Wealth Management, LLC |
| Q4 2013 | 2/11/2014 | 851 | 1,819,609 | 13F-HR | Evercore Wealth Management, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 6.465 M | 94.7% | 0 | 39.31 K | -39.31 K |
| ETFs | 357.7 K | 5.2% | 48.5 K | 0 | 48.5 K |
| Debt | 305 | 0.0% | 0 | 0 | 0 |
| Other | 1.097 K | 0.0% | 182 | 0 | 182 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
6,824,175
Holdings
420
QoQ value change ($000)
9,373
(0.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.