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)

#StockSharesValue% PortfolioType
301
IEIISHARES TR
1,760$00.00%
302
HACKAMPLIFY ETF TR
4,360$00.00%
303
QQNITY ELECTRONICS INC
9,146$00.00%
304
ALFCENTURION ACQUISITION CORP
15,400$00.00%
305
WTMWHITE MTNS INS GROUP LTD
200$00.00%
306
STESTERIS PLC
3,696$00.00%
307
OBDCBLUE OWL CAPITAL CORPORATION
39,800$00.00%
308
FIGXUFIGX CAP ACQUISITION CORP.
15,940$00.00%
309
BDXBECTON DICKINSON & CO
2,542$00.00%
310
HOLXHOLOGIC INC
3,465$00.00%
311
FLBSTANDARD BIOTOOLS INC
125,000$00.00%
312
PRFINVESCO EXCHANGE TRADED FD T
15,473$00.00%
313
A4SAMERIPRISE FINL INC
837$00.00%
314
SSFSENSIENT TECHNOLOGIES CORP
4,000$00.00%
315
COFCAPITAL ONE FINL CORP
2,366$00.00%
316
EIXEDISON INTL
9,311$00.00%
317
EPIWISDOMTREE TR
4,475$00.00%
318
IWNISHARES TR
4,400$00.00%
319
INACINDIGO ACQUISITION CORP
10,730$00.00%
320
HOODROBINHOOD MKTS INC
6,991$00.00%
321
AEEAMEREN CORP
3,670$00.00%
322
SCHXSCHWAB STRATEGIC TR
8,523$00.00%
323
HIGHARTFORD INSURANCE GROUP INC
2,107$00.00%
324
DPZDOMINOS PIZZA INC
1,725$00.00%
325
ETRENTERGY CORP NEW
2,924$00.00%
326
FRMIFERMI INC
15,000$00.00%
327
LINLINDE PLC
1,777$00.00%
328
DGXQUEST DIAGNOSTICS INC
1,786$00.00%
329
BIPBROOKFIELD INFRAST PARTNERS
6,896$00.00%
330
EVREVERCORE INC
1,720$00.00%
331
EXEEXPAND ENERGY CORPORATION
5,028$00.00%
332
AURAURORA INNOVATION INC
12,000$00.00%
333
SNPSSYNOPSYS INC
646$00.00%
334
TMUST-MOBILE US INC
2,742$00.00%
335
PNCPNC FINL SVCS GROUP INC
8,132$00.00%
336
JEFJEFFERIES FINL GROUP INC
11,963$00.00%
337
MCKINLEY ACQUISITION CORP
12,910$00.00%
338
TECHBIO-TECHNE CORP
6,935$00.00%
339
DELLDELL TECHNOLOGIES INC
6,229$00.00%
340
CGCTCARTESIAN GROWTH CORP III
10,100$00.00%
341
RNRRENAISSANCERE HLDGS LTD
2,044$00.00%
342
GBDCGOLUB CAP BDC INC
56,976$00.00%
343
NUENUCOR CORP
1,486$00.00%
344
CITHE CIGNA GROUP
1,266$00.00%
345
NSCNORFOLK SOUTHN CORP
1,896$00.00%
346
USMVISHARES TR
2,864$00.00%
347
DFACDIMENSIONAL ETF TRUST
10,182$00.00%
348
BRBSBLUE RIDGE BANKSHARES INC VA
20,000$00.00%
349
APOAPOLLO GLOBAL MGMT INC
2,981$00.00%
350
DEDEERE & CO
1,826$00.00%
351
GDGENERAL DYNAMICS CORP
3,252$00.00%
352
MDLZMONDELEZ INTL INC
23,243$00.00%
353
RJFRAYMOND JAMES FINL INC
2,428$00.00%
354
MSIMOTOROLA SOLUTIONS INC
1,524$00.00%
355
IFFINTERNATIONAL FLAVORS&FRAGRA
6,390$00.00%
356
EWEDWARDS LIFESCIENCES CORP
2,658$00.00%
357
NOCNORTHROP GRUMMAN CORP
802$00.00%
358
ALISCALISA ACQUISITION CORP
16,590$00.00%
359
GGGGRACO INC
2,736$00.00%
360
VTVVANGUARD INDEX FDS
2,773$00.00%
361
MKLYMCKINLEY ACQUISITION CORP
12,910$00.00%
362
WABWABTEC
2,221$00.00%
363
VTIPVANGUARD MALVERN FDS
5,071$00.00%
364
XBISPDR SERIES TRUST
2,492$00.00%
365
IWPISHARES TR
3,499$00.00%
366
TPRTAPESTRY INC
4,000$00.00%
367
INACINDIGO ACQUISITION CORP
10,730$00.00%
368
ISRGINTUITIVE SURGICAL INC
1,045$00.00%
369
TWLVTWELVE SEAS INVT CO III
13,610$00.00%
370
GDXVANECK ETF TRUST
5,232$00.00%
371
DFAXDIMENSIONAL ETF TRUST
25,000$00.00%
372
VHTVANGUARD WORLD FD
788$00.00%
373
ANAUTONATION INC
2,225$00.00%
374
ACUACME UTD CORP
5,100$00.00%
375
BBYBEST BUY INC
6,719$00.00%
376
SOUNSOUNDHOUND AI INC
13,200$00.00%
377
LRCXLAM RESEARCH CORP
4,994$00.00%
378
EQREQUITY RESIDENTIAL
3,421$00.00%
379
MOALTRIA GROUP INC
13,255$00.00%
380
SPHSUBURBAN PROPANE PARTNERS L
45,438$00.00%
381
MBVIM3-BRIGADE ACQUISITION VI CO
15,999$00.00%
382
SOSOUTHERN CO
8,902$00.00%
383
CUBLIONHEART HOLDINGS
15,100$00.00%
384
COINCOINBASE GLOBAL INC
1,277$00.00%
385
VRTXVERTEX PHARMACEUTICALS INC
2,106$00.00%
386
ELVELEVANCE HEALTH INC FORMERLY
579$00.00%
387
CRWVCOREWEAVE INC
3,600$00.00%
388
VRSKVERISK ANALYTICS INC
2,260$00.00%
389
CSLCARLISLE COS INC
700$00.00%
390
SHOPSHOPIFY INC
3,790$00.00%
391
BAMBROOKFIELD ASSET MANAGMT LTD
5,136$00.00%
392
VMCVULCAN MATLS CO
1,000$00.00%
393
TRVCCITIGROUP INC
4,426$00.00%
394
ANETARISTA NETWORKS INC
7,203$00.00%
395
WWDWOODWARD INC
2,316$00.00%
396
IBACRIB ACQUISITION CORP
19,576$00.00%
397
VXFVANGUARD INDEX FDS
1,755$00.00%
398
TELTE CONNECTIVITY PLC
3,510$00.00%
399
CEGCONSTELLATION ENERGY CORP
1,061$00.00%
400
LEGTLEGATO MERGER CORP III
14,300$00.00%
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