Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

Evercore Wealth Management, LLC

•CIK: 1482689•Filing: Q4 2025

Evercore Wealth Management, LLC, managed by the reputable team from Evercore, maintains a $6.8 billion AUM with a focus on technology and growth stocks, as evidenced by top holdings like AAPL and NVDA. Recently, the fund has made notable shifts by adding SPTM and IBIT, while significantly cutting positions in EXE and SNPS, reflecting a strategic pivot towards emerging tech opportunities.

Total AUM

$6.8B

QoQ Performance

+0.1%

Positions

345

Top 10 Concentration

42.8%

Latest Filing

Q4 2025

Top Holdings Allocation

AAPL

NVDA

MSFT

AAPL6.3%

NVDA6.2%

MSFT5.8%

GOOG4.4%

AMZN3.9%

GOOGL3.4%

MA3.3%

DWD3.2%

📈 Biggest Buys

SHARKNINJA INC

NEW

0.9% of portfolio

VANGUARD INDEX FDS

+28.8%

1.0% of portfolio

ARES CAPITAL CORP

+22.9%

0.9% of portfolio

WORLD GOLD TR

+40.6%

0.4% of portfolio

ISHARES TR

+18.0%

0.8% of portfolio

📉 Biggest Sells

NVIDIA CORPORATION

-3.1%

6.2% of portfolio

UNITEDHEALTH GROUP INC

-25.8%

0.5% of portfolio

APPLE INC

-2.6%

6.3% of portfolio

CROCS INC

-13.3%

0.8% of portfolio

EOG RES INC

-12.3%

0.8% of portfolio

Sector Breakdown

Other36.8%

Technology29.3%

Financial12.7%

Consumer9.6%

Healthcare4.8%

ETF3.0%

Energy1.0%

Real Estate0.9%

🚪 Exited Positionssold since Q3 2025

FISERV INC

SOLD

$30.7M

EXPAND ENERGY CORPORATION

SOLD

$2.1M

TE CONNECTIVITY PLC

SOLD

$2.0M

SPDR SERIES TRUST

SOLD

$1.5M

JOHNSON CTLS INTL PLC

SOLD

$1.5M

+210 more exited positions

Changes from Q3 2025

NEW2 new positions

↑39 increased

↓132 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

NVIDIA CORPORATION

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