Evercore Wealth Management, LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$6.8B
Holdings
420
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (420 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 1,576,554 | $427.0B | 6257.33% | |
| 2 | NVDANVIDIA CORPORATION | 2,264,901 | $422.0B | 6184.06% | |
| 3 | MSFTMICROSOFT CORP | 811,533 | $391.0B | 5729.78% | |
| 4 | GOOGALPHABET INC | 953,003 | $297.0B | 4352.29% | |
| 5 | AMZNAMAZON COM INC | 1,144,774 | $263.0B | 3854.04% | |
| 6 | GOOGLALPHABET INC | 751,368 | $234.0B | 3429.07% | |
| 7 | MAMASTERCARD INCORPORATED | 399,179 | $227.0B | 3326.49% | |
| 8 | DWDMORGAN STANLEY | 1,216,602 | $214.0B | 3135.99% | |
| 9 | BXBLACKSTONE INC | 1,317,092 | $202.0B | 2960.14% | |
| 10 | JPMJPMORGAN CHASE & CO. | 586,994 | $187.0B | 2740.33% | |
| 11 | AZOAUTOZONE INC | 51,961 | $175.0B | 2564.48% | |
| 12 | CBRECBRE GROUP INC | 997,000 | $158.0B | 2315.36% | |
| 13 | TMOTHERMO FISHER SCIENTIFIC INC | 274,755 | $158.0B | 2315.36% | |
| 14 | HDHOME DEPOT INC | 440,318 | $150.0B | 2198.12% | |
| 15 | WMBWILLIAMS COS INC | 2,459,053 | $146.0B | 2139.51% | |
| 16 | FIXCOMFORT SYS USA INC | 155,237 | $143.0B | 2095.55% | |
| 17 | CBCHUBB LIMITED | 429,476 | $133.0B | 1949.00% | |
| 18 | BRK/BBERKSHIRE HATHAWAY INC DEL | 266,447 | $132.0B | 1934.35% | |
| 19 | VIKVIKING HOLDINGS LTD | 1,657,751 | $117.0B | 1714.54% | |
| 20 | BLKBLACKROCK INC | 108,567 | $115.0B | 1685.23% | |
| 21 | DLNWISDOMTREE TR | 1,033,859 | $90.0B | 1318.87% | |
| 22 | UBERUBER TECHNOLOGIES INC | 1,087,599 | $87.0B | 1274.91% | |
| 23 | COSTCOSTCO WHSL CORP NEW | 101,236 | $86.0B | 1260.26% | |
| 24 | BLDRBUILDERS FIRSTSOURCE INC | 819,418 | $83.0B | 1216.30% | |
| 25 | SPYSPDR S&P 500 ETF TR | 116,548 | $78.0B | 1143.02% | |
| 26 | ADBEADOBE INC | 210,633 | $73.0B | 1069.75% | |
| 27 | VOOVANGUARD INDEX FDS | 108,649 | $67.0B | 981.83% | |
| 28 | PGRPROGRESSIVE CORP | 277,253 | $62.0B | 908.56% | |
| 29 | AMTAMERICAN TOWER CORP NEW | 357,516 | $61.0B | 893.90% | |
| 30 | CDWCDW CORP | 457,544 | $61.0B | 893.90% | |
| 31 | SNSHARKNINJA INC | 537,662 | $59.0B | 864.60% | |
| 32 | ARCCARES CAPITAL CORP | 2,938,357 | $58.0B | 849.94% | |
| 33 | EOGEOG RES INC | 552,254 | $57.0B | 835.29% | |
| 34 | CROXCROCS INC | 638,274 | $54.0B | 791.32% | |
| 35 | IVVISHARES TR | 78,610 | $53.0B | 776.67% | |
| 36 | GNRCGENERAC HLDGS INC | 395,015 | $52.0B | 762.02% | |
| 37 | IAU*ISHARES GOLD TR | 625,719 | $49.0B | 718.05% | |
| 38 | TJXTJX COS INC NEW | 306,077 | $46.0B | 674.09% | |
| 39 | MLB1MERCADOLIBRE INC | 23,609 | $46.0B | 674.09% | |
| 40 | DXJWISDOMTREE TR | 289,661 | $40.0B | 586.17% | |
| 41 | LLYELI LILLY & CO | 34,846 | $36.0B | 527.55% | |
| 42 | UNHUNITEDHEALTH GROUP INC | 108,010 | $35.0B | 512.90% | |
| 43 | ACNACCENTURE PLC IRELAND | 132,792 | $35.0B | 512.90% | |
| 44 | JAAAJANUS DETROIT STR TR | 709,587 | $34.0B | 498.24% | |
| 45 | SHWSHERWIN WILLIAMS CO | 98,818 | $31.0B | 454.28% | |
| 46 | JNJJOHNSON & JOHNSON | 156,319 | $31.0B | 454.28% | |
| 47 | GQ9SPDR GOLD TR | 73,834 | $28.0B | 410.32% | |
| 48 | GLDMWORLD GOLD TR | 353,898 | $28.0B | 410.32% | |
| 49 | IWFISHARES TR | 61,676 | $28.0B | 410.32% | |
| 50 | VEUVANGUARD INTL EQUITY INDEX F | 383,246 | $27.0B | 395.66% | |
| 51 | CVXCHEVRON CORP NEW | 153,950 | $22.0B | 322.39% | |
| 52 | ABBVABBVIE INC | 83,900 | $18.0B | 263.77% | |
| 53 | SCHWSCHWAB CHARLES CORP | 169,676 | $16.0B | 234.47% | |
| 54 | ROPROPER TECHNOLOGIES INC | 38,871 | $16.0B | 234.47% | |
| 55 | EFAISHARES TR | 180,501 | $16.0B | 234.47% | |
| 56 | IBMINTERNATIONAL BUSINESS MACHS | 57,605 | $16.0B | 234.47% | |
| 57 | TSLATESLA INC | 36,436 | $16.0B | 234.47% | |
| 58 | ADPAUTOMATIC DATA PROCESSING IN | 55,003 | $13.0B | 190.50% | |
| 59 | PEPPEPSICO INC | 92,303 | $13.0B | 190.50% | |
| 60 | CSCOCISCO SYS INC | 182,310 | $13.0B | 190.50% | |
| 61 | VEAVANGUARD TAX-MANAGED FDS | 218,960 | $13.0B | 190.50% | |
| 62 | ABTABBOTT LABS | 97,909 | $12.0B | 175.85% | |
| 63 | VVISA INC | 34,956 | $12.0B | 175.85% | |
| 64 | NEENEXTERA ENERGY INC | 172,668 | $12.0B | 175.85% | |
| 65 | AVGOBROADCOM INC | 32,508 | $11.0B | 161.20% | |
| 66 | ORCLORACLE CORP | 61,329 | $11.0B | 161.20% | |
| 67 | RTXRTX CORPORATION | 64,302 | $11.0B | 161.20% | |
| 68 | MCKMCKESSON CORP | 14,137 | $10.0B | 146.54% | |
| 69 | SYKSTRYKER CORPORATION | 30,129 | $10.0B | 146.54% | |
| 70 | MCDMCDONALDS CORP | 38,009 | $10.0B | 146.54% | |
| 71 | RSPINVESCO EXCHANGE TRADED FD T | 51,505 | $9.0B | 131.89% | |
| 72 | IJHISHARES TR | 152,310 | $9.0B | 131.89% | |
| 73 | MRKMERCK & CO INC | 93,100 | $9.0B | 131.89% | |
| 74 | IWMISHARES TR | 39,079 | $9.0B | 131.89% | |
| 75 | KOCOCA COLA CO | 134,856 | $9.0B | 131.89% | |
| 76 | XOMEXXON MOBIL CORP | 81,349 | $9.0B | 131.89% | |
| 77 | MDYSPDR S&P MIDCAP 400 ETF TR | 15,560 | $8.0B | 117.23% | |
| 78 | WMTWALMART INC | 79,320 | $8.0B | 117.23% | |
| 79 | XLKSELECT SECTOR SPDR TR | 63,628 | $8.0B | 117.23% | |
| 80 | JBLJABIL INC | 35,840 | $8.0B | 117.23% | |
| 81 | BRK-BBERKSHIRE HATHAWAY INC DEL | 11 | $8.0B | 117.23% | |
| 82 | APHAMPHENOL CORP NEW | 61,317 | $8.0B | 117.23% | |
| 83 | PGPROCTER AND GAMBLE CO | 67,199 | $8.0B | 117.23% | |
| 84 | VWOVANGUARD INTL EQUITY INDEX F | 142,085 | $7.0B | 102.58% | |
| 85 | LOWLOWES COS INC | 32,250 | $7.0B | 102.58% | |
| 86 | CRMSALESFORCE INC | 24,899 | $6.0B | 87.92% | |
| 87 | CHKPCHECK POINT SOFTWARE TECH LT | 36,200 | $6.0B | 87.92% | |
| 88 | VTIVANGUARD INDEX FDS | 18,703 | $6.0B | 87.92% | |
| 89 | XLVSELECT SECTOR SPDR TR | 46,725 | $6.0B | 87.92% | |
| 90 | EPDENTERPRISE PRODS PARTNERS L | 216,493 | $6.0B | 87.92% | |
| 91 | TXNTEXAS INSTRS INC | 42,906 | $6.0B | 87.92% | |
| 92 | MPLXMPLX LP | 132,053 | $6.0B | 87.92% | |
| 93 | IVWISHARES TR | 54,595 | $5.0B | 73.27% | |
| 94 | PLTRPALANTIR TECHNOLOGIES INC | 33,351 | $5.0B | 73.27% | |
| 95 | AMGNAMGEN INC | 17,906 | $5.0B | 73.27% | |
| 96 | IBITISHARES BITCOIN TRUST ETF | 122,252 | $5.0B | 73.27% | |
| 97 | NDQINVESCO QQQ TR | 8,769 | $5.0B | 73.27% | |
| 98 | VGKVANGUARD INTL EQUITY INDEX F | 72,104 | $5.0B | 73.27% | |
| 99 | AMATAPPLIED MATLS INC | 23,961 | $5.0B | 73.27% | |
| 100 | NETCLOUDFLARE INC | 25,580 | $5.0B | 73.27% |
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