Evercore Wealth Management, LLC holds a diversified book of 418 stocks worth $6.4B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Voyager Technologies Inc-A and trimmed Apple Inc. Their largest long position is Apple Inc at 6% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1482689/holdings"
Use Arkolith to show Evercore Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
88% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $381.8M | 1.50M | 6.0% | ▼−4.6% Reduced · −72K sh | |
| 2 | Nvidia Corporation COM | $380.7M | 2.18M | 6.0% | ▼−3.6% Reduced · −82K sh | |
| 3 | Microsoft Corp COM | $290.3M | 784.2K | 4.6% | ▼−3.4% Reduced · −27K sh | |
| 4 | Alphabet Inc CAP STK CL C | $254.6M | 887.4K | 4.0% | ▼−6.9% Reduced · −66K sh | |
| 5 | Amazon Com Inc COM | $233.7M | 1.12M | 3.7% | ▼−2.0% Reduced · −23K sh | |
| 6 | Alphabet Inc CAP STK CL A | $205.3M | 714.0K | 3.2% | ▼−5.0% Reduced · −37K sh | |
| 7 | Mastercard Incorporated CL A | $195.9M | 392.1K | 3.1% | ▼−1.8% Reduced · −7K sh | |
| 8 | Morgan Stanley COM NEW | $193.8M | 1.18M | 3.0% | ▼−3.2% Reduced · −39K sh | |
| 9 | Comfort Sys USA Inc COM | $185.2M | 134.3K | 2.9% | ▼−13% Reduced · −21K sh | |
| 10 | Autozone Inc COM | $173.7M | 51.4K | 2.7% | ▼−1.0% Reduced · −536 sh | |
| 11 | Williams Cos Inc COM | $172.5M | 2.37M | 2.7% | ▼−3.6% Reduced · −88K sh | |
| 12 | JPMorgan Chase & Co COM | $156.5M | 532.1K | 2.5% | ▼−9.3% Reduced · −55K sh | |
| 13 | Blackstone Inc COM | $154.7M | 1.35M | 2.4% | ▲+2.2% Added · +29K sh | |
| 14 | Home Depot Inc COM | $142.1M | 432.2K | 2.2% | ▼−1.8% Reduced · −8K sh | |
| 15 | Chubb Ltd Switz COM | $137.1M | 420.6K | 2.2% | ▼−2.1% Reduced · −9K sh | |
| 16 | Cbre Group Inc CL A | $133.7M | 987.1K | 2.1% | ▼−1.0% Reduced · −10K sh | |
| 17 | Thermo Fisher Scientific Inc COM | $131.1M | 266.8K | 2.1% | ▼−2.9% Reduced · −8K sh | |
| 18 | Berkshire Hathaway Inc Del CL B NEW | $123.5M | 257.7K | 1.9% | ▼−3.3% Reduced · −9K sh | |
| 19 | Viking Holdings Ltd ORD SHS | $122.9M | 1.67M | 1.9% | ▲+0.9% Added · +14K sh | |
| 20 | BlackRock Inc COM | $102.1M | 106.2K | 1.6% | ▼−2.2% Reduced · −2K sh | |
| 21 | Costco Wholesale Corporation COM | $99.8M | 100.1K | 1.6% | ▼−1.1% Reduced · −1K sh | |
| 22 | Wisdomtree TR US LARGECAP DIVD | $93.5M | 1.05M | 1.5% | ▲+1.2% Added · +13K sh | |
| 23 | Uber Technologies Inc COM | $83.2M | 1.16M | 1.3% | ▲+6.3% Added · +68K sh | |
| 24 | Eog Res Inc COM | $79.4M | 549.2K | 1.2% | ▼−0.6% Reduced · −3K sh | |
| 25 | Generac Hldgs Inc COM | $75.4M | 386.1K | 1.2% | ▼−2.2% Reduced · −9K sh | |
| 26 | State STR SPDR S&P 500 ETF T TR UNIT | $75.2M | 115.7K | 1.2% | ▼−0.7% Reduced · −874 sh | |
| 27 | Vanguard Index FDS S&P 500 ETF SHS | $75.0M | 125.5K | 1.2% | ▲+15% Added · +17K sh | |
| 28 | Spotify Technology S A SHS | $73.4M | 151.4K | 1.2% | ▲311× Added · +151K sh | |
| 29 | Sharkninja Inc COM SHS | $71.0M | 670.4K | 1.1% | ▲+25% Added · +133K sh | |
| 30 | Builders Firstsource Inc COM | $66.1M | 802.7K | 1.0% | ▼−2.0% Reduced · −17K sh | |
| 31 | Progressive Corp COM | $62.9M | 317.4K | 1.0% | ▲+14% Added · +40K sh | |
| 32 | American Tower Corp COM | $59.7M | 346.1K | 0.9% | ▼−3.2% Reduced · −11K sh | |
| 33 | Ares Capital Corp COM | $56.2M | 3.12M | 0.9% | ▲+6.2% Added · +183K sh | |
| 34 | Ishares Gold TR ISHARES NEW | $54.7M | 620.6K | 0.9% | ▼−0.8% Reduced · −5K sh | |
| 35 | Crocs Inc COM | $53.0M | 638.1K | 0.8% | ▼~0% Reduced · −127 sh | |
| 36 | Ishares TR CORE S&P500 ETF | $52.2M | 79.9K | 0.8% | ▲+1.7% Added · +1K sh | |
| 37 | Adobe Inc COM | $49.3M | 202.9K | 0.8% | ▼−3.7% Reduced · −8K sh | |
| 38 | Wisdomtree TR JAPN HEDGE EQT | $48.8M | 307.6K | 0.8% | ▲+6.2% Added · +18K sh | |
| 39 | Mercadolibre Inc COM | $46.0M | 26.6K | 0.7% | ▲+13% Added · +3K sh | |
| 40 | Vanguard Intl Equity Index F ALLWRLD EX US | $45.1M | 601.2K | 0.7% | ▲+57% Added · +218K sh | |
| 41 | TJX Cos Inc New COM | $43.4M | 271.9K | 0.7% | ▼−11% Reduced · −34K sh | |
| 42 | Janus Detroit STR TR HENDRSON AAA CL | $39.1M | 775.6K | 0.6% | ▲+9.3% Added · +66K sh | |
| 43 | World Gold TR SPDR GLD MINIS | $36.6M | 394.9K | 0.6% | ▲+12% Added · +41K sh | |
| 44 | Johnson & Johnson COM | $32.5M | 133.1K | 0.5% | ▼−15% Reduced · −23K sh | |
| 45 | SPDR Gold TR GOLD SHS | $31.1M | 72.3K | 0.5% | ▼−2.0% Reduced · −2K sh | |
| 46 | Sherwin Williams Co COM | $30.6M | 95.5K | 0.5% | ▼−3.4% Reduced · −3K sh | |
| 47 | Chevron Corporation COM | $29.9M | 144.5K | 0.5% | ▼−6.1% Reduced · −9K sh | |
| 48 | Ishares TR RUS 1000 GRW ETF | $25.5M | 59.7K | 0.4% | ▼−3.1% Reduced · −2K sh | |
| 49 | Eli Lilly & Co COM | $24.9M | 27.1K | 0.4% | ▼−22% Reduced · −8K sh | |
| 50 | Unitedhealth Group Inc COM | $22.9M | 84.7K | 0.4% | ▼−22% Reduced · −23K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 722 | $6.4B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 737 | $6.8B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 733 | $6.8B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 722 | $6.4B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 728 | $6.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 744 | $6.7B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 737 | $6.7B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 728 | $6.4B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 740 | $6.4B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 743 | $6.0B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 709 | $5.3B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 4, 2023 | 713 | $5.5B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 710 | $5.0B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 695 | $4.8B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 673 | $4.4B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 693 | $4.7B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 738 | $5.7B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 729 | $6.1B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 733 | $5.5B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 742 | $5.5B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 755 | $5.0B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 751 | $4.6B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 699 | $4.1B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 13, 2020 | 703 | $3.7B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.