Evercore Wealth Management, LLC: 13F holdings

CIK 14826892026Q2

Positions433
Reported value$7.1bn
Filed2026-08-14

Change since last quarter

Positions433 (+15 vs prior quarter)
Reported value$7.1bn (+11.1%)

Top 10 holdings

SecuritySharesValueWeight
NVDA NVIDIA CORPORATION2,151,462$430.5m6.1%
AAPL APPLE INC1,474,930$426.8m6.0%
MSFT MICROSOFT CORP783,550$292.3m4.1%
GOOG ALPHABET INC815,308$288.1m4.1%
AMZN AMAZON COM INC1,113,972$265.5m3.8%
GOOGL ALPHABET INC677,951$242.3m3.4%
MS MORGAN STANLEY1,088,168$227.5m3.2%
FIX COMFORT SYS USA INC112,392$222.8m3.2%
MA MASTERCARD INCORPORATED389,561$200.1m2.8%
WMB WILLIAMS COS INC2,347,956$174.5m2.5%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1482689")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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