Evercore Wealth Management, LLC

$6.4B reported 13(f) long value · latest quarter 2026-03-31 · CIK 1482689 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $6.4B
ALL retained default holdings for this (filer, period), including NULL-value ones: 722
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 19
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 21

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:13215` · issuer key `iss:144` COM	TRIM	−$46.8M	−72,216	$429M	$382M	1,576,554	1,504,338
position key `pos:15642` · issuer key `iss:1334` COM	TRIM	−$41.7M	−81,972	$422M	$381M	2,264,901	2,182,929
position key `pos:11825` · issuer key `iss:1225` COM	TRIM	−$102M	−27,332	$392M	$290M	811,533	784,201
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	TRIM	−$44.5M	−65,578	$299M	$255M	953,003	887,425
position key `pos:14175` · issuer key `iss:95` COM	TRIM	−$30.5M	−22,587	$264M	$234M	1,144,774	1,122,187
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	TRIM	−$29.9M	−37,360	$235M	$205M	751,368	714,008
position key `pos:14206` · issuer key `iss:1193` CL A	TRIM	−$32.0M	−7,117	$228M	$196M	399,179	392,062
position key `pos:11621` · issuer key `iss:1253` COM NEW	TRIM	−$22.2M	−39,209	$216M	$194M	1,216,602	1,177,393
position key `pos:17974` · issuer key `iss:488` COM	TRIM	+$40.3M	−20,929	$145M	$185M	155,237	134,308
position key `pos:14497` · issuer key `iss:197` COM	TRIM	−$2.5M	−536	$176M	$174M	51,961	51,425
position key `pos:15560` · issuer key `iss:1973` COM	TRIM	+$24.7M	−88,419	$148M	$173M	2,459,053	2,370,634
position key `pos:18039` · issuer key `iss:1025` COM	TRIM	−$32.6M	−54,861	$189M	$157M	586,994	532,133
position key `pos:15622` · issuer key `iss:282` COM	ADD	−$48.3M	+28,573	$203M	$155M	1,317,092	1,345,665
position key `pos:10715` · issuer key `iss:916` COM	TRIM	−$9.4M	−8,119	$152M	$142M	440,318	432,199
position key `pos:11267` · issuer key `iss:2257` COM	TRIM	+$3.0M	−8,906	$134M	$137M	429,476	420,570
position key `pos:14227` · issuer key `iss:348` CL A	TRIM	−$26.6M	−9,919	$160M	$134M	997,000	987,081
position key `pos:15125` · issuer key `iss:1798` COM	TRIM	−$28.1M	−8,002	$159M	$131M	274,755	266,753
position key `pos:11205` · issuer key `iss:255` CL B NEW	TRIM	−$10.5M	−8,789	$134M	$123M	266,447	257,658
position key `pos:15107` · issuer key `iss:2241` ORD SHS	ADD	+$4.5M	+14,465	$118M	$123M	1,657,751	1,672,216
position key `pos:11610` · issuer key `iss:287` COM	TRIM	−$14.1M	−2,397	$116M	$102M	108,567	106,170
position key `pos:12030` · issuer key `iss:525` COM	TRIM	+$12.5M	−1,117	$87.3M	$99.8M	101,236	100,119
position key `pos:17905` · issuer key `iss:1981` US LARGECAP DIVD	ADD	+$2.4M	+12,571	$91.1M	$93.5M	1,033,859	1,046,430
position key `pos:12696` · issuer key `iss:1845` COM	ADD	−$5.7M	+68,433	$88.9M	$83.2M	1,087,599	1,156,032
position key `pos:12449` · issuer key `iss:621` COM	TRIM	+$21.4M	−3,051	$58.0M	$79.4M	552,254	549,203
position key `pos:12900` · issuer key `iss:808` COM	TRIM	+$21.6M	−8,866	$53.9M	$75.4M	395,015	386,149
position key `pos:11570` · issuer key `iss:1599` TR UNIT	TRIM	−$4.2M	−874	$79.5M	$75.2M	116,548	115,674
position key `sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5` · issuer key `cusip6:922908` S&P 500 ETF SHS	ADD	+$6.8M	+16,815	$68.1M	$75.0M	108,649	125,464
position key `pos:11788` · issuer key `iss:2269` SHS	ADD	+$73.1M	+150,896	$282K	$73.4M	486	151,382
position key `pos:10705` · issuer key `iss:2209` COM SHS	ADD	+$10.8M	+132,749	$60.2M	$71.0M	537,662	670,411
position key `pos:10949` · issuer key `iss:339` COM	TRIM	−$18.2M	−16,700	$84.3M	$66.1M	819,418	802,718
position key `pos:11683` · issuer key `iss:1491` COM	ADD	−$221K	+40,117	$63.1M	$62.9M	277,253	317,370
position key `pos:14039` · issuer key `iss:112` COM	TRIM	−$3.0M	−11,366	$62.8M	$59.7M	357,516	346,150
position key `pos:11668` · issuer key `iss:164` COM	ADD	−$3.2M	+182,651	$59.4M	$56.2M	2,938,357	3,121,008
position key `pos:11871` · issuer key `iss:1011` ISHARES NEW	TRIM	+$3.9M	−5,087	$50.8M	$54.7M	625,719	620,632
position key `pos:14626` · issuer key `iss:536` COM	TRIM	−$1.6M	−127	$54.6M	$53.0M	638,274	638,147
position key `pos:10307` · issuer key `iss:1012` CORE S&P500 ETF	ADD	−$1.6M	+1,331	$53.8M	$52.2M	78,610	79,941
position key `pos:17290` · issuer key `iss:39` COM	TRIM	−$24.4M	−7,760	$73.7M	$49.3M	210,633	202,873
position key `pos:16011` · issuer key `iss:1981` JAPN HEDGE EQT	ADD	+$7.0M	+17,963	$41.8M	$48.8M	289,661	307,624
position key `pos:10534` · issuer key `iss:1213` COM	ADD	−$1.6M	+2,992	$47.6M	$46.0M	23,609	26,601
position key `pos:13994` · issuer key `cusip6:922042` ALLWRLD EX US	ADD	+$17.0M	+217,918	$28.2M	$45.1M	383,246	601,164
position key `pos:17899` · issuer key `iss:1745` COM	TRIM	−$3.6M	−34,147	$47.0M	$43.4M	306,077	271,930
position key `sid:sec:prov:56b05b23603c017e287f8db59897c4bd` · issuer key `cusip6:47103U` HENDRSON AAA CL	ADD	+$3.2M	+65,964	$35.9M	$39.1M	709,587	775,551
position key `pos:14579` · issuer key `iss:1990` SPDR GLD MINIS	ADD	+$6.4M	+40,971	$30.2M	$36.6M	353,898	394,869
position key `pos:13599` · issuer key `iss:1035` COM	TRIM	+$190K	−23,197	$32.4M	$32.5M	156,319	133,122
position key `pos:11237` · issuer key `iss:1601` GOLD SHS	TRIM	+$1.9M	−1,504	$29.3M	$31.1M	73,834	72,330
position key `pos:13768` · issuer key `iss:1651` COM	TRIM	−$1.4M	−3,336	$32.0M	$30.6M	98,818	95,482
position key `pos:11717` · issuer key `iss:440` COM	TRIM	+$6.4M	−9,445	$23.5M	$29.9M	153,950	144,505
position key `pos:11528` · issuer key `iss:1012` RUS 1000 GRW ETF	TRIM	−$3.7M	−1,934	$29.2M	$25.5M	61,676	59,742
position key `pos:15863` · issuer key `iss:1123` COM	TRIM	−$12.6M	−7,792	$37.4M	$24.9M	34,846	27,054
position key `pos:16115` · issuer key `iss:1869` COM	TRIM	−$12.7M	−23,350	$35.7M	$22.9M	108,010	84,660
position key `pos:17429` · issuer key `iss:2052` SHS CLASS A	TRIM	−$16.4M	−35,811	$35.6M	$19.2M	132,792	96,981
position key `pos:15499` · issuer key `iss:23` COM	TRIM	−$1.4M	−2,021	$19.2M	$17.8M	83,900	81,879
position key `pos:14648` · issuer key `iss:1012` MSCI EAFE ETF	TRIM	+$75.3K	−1,269	$17.3M	$17.4M	180,501	179,232
position key `pos:10718` · issuer key `iss:1311` COM	ADD	+$2.4M	+2,189	$13.9M	$16.2M	172,668	174,857
position key `pos:17409` · issuer key `cusip6:921943` VAN FTSE DEV MKT	ADD	+$1.7M	+21,294	$13.7M	$15.4M	218,960	240,254
position key `pos:10136` · issuer key `iss:990` COM	ADD	−$1.8M	+5,196	$17.1M	$15.2M	57,605	62,801
position key `pos:11944` · issuer key `iss:454` COM	TRIM	−$447K	−7,081	$14.0M	$13.6M	182,310	175,229
position key `pos:10357` · issuer key `iss:1786` COM	TRIM	−$3.0M	−325	$16.4M	$13.4M	36,436	36,111
position key `pos:13833` · issuer key `iss:1435` COM	TRIM	−$250K	−8,607	$13.2M	$13.0M	92,303	83,696
position key `pos:14552` · issuer key `iss:711` COM	TRIM	+$3.0M	−5,744	$9.8M	$12.8M	81,349	75,605
position key `pos:10193` · issuer key `iss:1574` COM	TRIM	−$4.7M	−3,178	$17.3M	$12.6M	38,871	35,693
position key `pos:17201` · issuer key `iss:1208` COM	TRIM	+$525K	−130	$11.6M	$12.1M	14,137	14,007
position key `sid:sec:prov:2727b63284f6235da134480881be8949` · issuer key `cusip6:922042` FTSE EMR MKT ETF	ADD	+$3.6M	+66,679	$7.6M	$11.3M	142,085	208,764
position key `pos:15152` · issuer key `iss:1000` S&P500 EQL WGT	ADD	+$1.4M	+7,015	$9.9M	$11.2M	51,505	58,520
position key `pos:12858` · issuer key `iss:1012` RUS 1000 ETF	ADD	+$6.0M	+17,385	$5.3M	$11.2M	14,110	31,495
position key `sid:sec:prov:cdd10414e490441353b8d5156a0f8caf` · issuer key `cusip6:922042` FTSE EUROPE ETF	ADD	+$5.1M	+63,090	$6.0M	$11.1M	72,104	135,194
position key `pos:10793` · issuer key `iss:195` COM	TRIM	−$3.1M	−571	$14.1M	$11.1M	55,003	54,432
position key `pos:17751` · issuer key `iss:1214` COM	TRIM	+$1.2M	−1,303	$9.8M	$11.0M	93,100	91,797
position key `pos:16096` · issuer key `iss:1206` COM	TRIM	−$804K	−3,218	$11.6M	$10.8M	38,009	34,791
position key `pos:15626` · issuer key `iss:1529` COM	TRIM	−$1.2M	−9,201	$11.8M	$10.6M	64,302	55,101
position key `pos:10493` · issuer key `iss:471` COM	TRIM	+$797K	−404	$9.4M	$10.2M	134,856	134,452
position key `pos:12848` · issuer key `iss:1921` COM CL A	TRIM	−$2.1M	−1,345	$12.3M	$10.2M	34,956	33,611
position key `pos:12827` · issuer key `iss:323` COM	TRIM	−$1.4M	−623	$11.3M	$9.9M	32,508	31,885
position key `pos:15220` · issuer key `iss:1725` COM	TRIM	−$722K	−100	$10.6M	$9.9M	30,129	30,029
position key `pos:16868` · issuer key `iss:1012` CORE S&P MCP ETF	TRIM	−$246K	−7,088	$10.1M	$9.8M	152,310	145,222
position key `pos:13490` · issuer key `iss:1939` COM	TRIM	+$889K	−1,062	$8.8M	$9.7M	79,320	78,258
position key `pos:15702` · issuer key `iss:1012` RUSSELL 2000 ETF	TRIM	+$34.7K	−150	$9.6M	$9.7M	39,079	38,929
position key `pos:17758` · issuer key `iss:1605` UTSER1 S&PDCRP	TRIM	+$105K	−170	$9.4M	$9.5M	15,560	15,390
position key `pos:12366` · issuer key `iss:22` COM	TRIM	−$3.3M	−10,086	$12.3M	$9.0M	97,909	87,823
position key `pos:14992` · issuer key `iss:1485` COM	TRIM	−$714K	−5,468	$9.6M	$8.9M	67,199	61,731
position key `pos:16072` · issuer key `iss:1370` COM	TRIM	−$3.1M	−1,326	$12.0M	$8.8M	61,329	60,003
position key `pos:12665` · issuer key `iss:1026` COM	TRIM	+$539K	−3,044	$8.2M	$8.7M	35,840	32,796
position key `pos:13340` · issuer key `iss:666` COM	ADD	+$1.4M	+3,469	$6.9M	$8.3M	216,493	219,962
position key `pos:14157` · issuer key `iss:149` COM	TRIM	+$1.9M	−520	$6.2M	$8.0M	23,961	23,441
position key `pos:10892` · issuer key `cusip6:81369Y` STATE STREET TEC	TRIM	−$1.3M	−4,804	$9.2M	$7.8M	63,628	58,824
position key `pos:16841` · issuer key `iss:1791` COM	TRIM	+$316K	−2,934	$7.4M	$7.8M	42,906	39,972
position key `pos:16172` · issuer key `iss:1141` COM	TRIM	−$270K	−478	$7.8M	$7.5M	32,250	31,772
position key `pos:15235` · issuer key `iss:125` CL A	TRIM	−$1.2M	−5,511	$8.3M	$7.1M	61,317	55,806
position key `pos:13432` · issuer key `iss:411` COM	TRIM	+$1.2M	−67	$5.1M	$6.3M	8,956	8,889
position key `sid:sec:prov:2b5902c05a996d81adf5ce01e71326f4` · issuer key `cusip6:81369Y` STATE STREET HEA	TRIM	−$939K	−3,795	$7.2M	$6.3M	46,725	42,930
position key `pos:11671` · issuer key `iss:122` COM	TRIM	+$402K	−105	$5.9M	$6.3M	17,906	17,801
position key `pos:12944` · issuer key `cusip6:922908` TOTAL STK MKT	ADD	−$270K	+1	$6.3M	$6.0M	18,703	18,704
position key `pos:17231` · issuer key `cusip6:922908` SMALL CP ETF	TRIM	+$89.7K	−2	$5.9M	$6.0M	22,723	22,721
position key `pos:15567` · issuer key `iss:1018` SHS BEN INT	ADD	−$275K	+28,579	$6.1M	$5.8M	122,252	150,831
position key `pos:15592` · issuer key `iss:954` COM	TRIM	+$299K	−5	$5.3M	$5.6M	21,447	21,442
position key `pos:11173` · issuer key `iss:995` UNIT SER 1	ADD	+$156K	+834	$5.4M	$5.5M	8,769	9,603
position key `pos:16716` · issuer key `iss:633` COM	TRIM	+$50.0K	−86	$5.5M	$5.5M	20,811	20,725
position key `pos:17394` · issuer key `iss:2271` ORD	TRIM	−$1.5M	−25	$6.7M	$5.2M	36,200	36,175
position key `pos:14191` · issuer key `iss:1855` COM	TRIM	+$190K	−139	$4.6M	$4.8M	19,803	19,664
position key `pos:12725` · issuer key `iss:1615` COM	TRIM	−$2.0M	−196	$6.6M	$4.6M	24,899	24,703

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 156

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `pos:11020` · issuer key `iss:255` CL A	NO CHANGE	−$403K	$8.3M	$7.9M	11	11
position key `pos:14097` · issuer key `iss:1158` COM UNIT REP LTD	NO CHANGE	+$489K	$7.0M	$7.5M	132,053	132,053
position key `pos:13746` · issuer key `iss:1012` S&P 500 GRWT ETF	NO CHANGE	−$554K	$6.7M	$6.2M	54,595	54,595
position key `pos:10499` · issuer key `iss:469` CL A COM	NO CHANGE	+$235K	$5.0M	$5.3M	25,580	25,580
position key `pos:11209` · issuer key `cusip6:922908` GROWTH ETF	NO CHANGE	−$521K	$5.0M	$4.5M	10,202	10,202
position key `pos:11938` · issuer key `iss:834` COM	NO CHANGE	−$172K	$4.6M	$4.4M	5,197	5,197
position key `pos:11695` · issuer key `cusip6:922908` LARGE CAP ETF	NO CHANGE	−$225K	$4.4M	$4.2M	14,100	14,100
position key `pos:11390` · issuer key `iss:720` CL A	NO CHANGE	−$554K	$4.2M	$3.6M	6,299	6,299
position key `pos:13906` · issuer key `iss:1012` S&P 500 VAL ETF	NO CHANGE	−$15.3K	$3.5M	$3.5M	16,662	16,662
position key `pos:11688` · issuer key `iss:1955` COM	NO CHANGE	−$523K	$3.6M	$3.1M	38,475	38,475
position key `pos:16368` · issuer key `iss:953` COM	NO CHANGE	−$570K	$3.4M	$2.8M	4,974	4,974
position key `pos:17173` · issuer key `iss:1138` COM	NO CHANGE	+$550K	$2.2M	$2.8M	4,558	4,558
position key `pos:16952` · issuer key `iss:1013` MSCI AC ASIA ETF	NO CHANGE	+$82.4K	$2.4M	$2.5M	25,985	25,985
position key `sid:sec:prov:e10fb4f0bf62f2cd6470d7f399584bca` · issuer key `cusip6:92204A` INF TECH ETF	NO CHANGE	−$178K	$2.4M	$2.2M	3,175	3,175
position key `sid:sec:prov:fa0ef19e4273db99947aa6e798c4bd32` · issuer key `cusip6:81369Y` STATE STREET COM	NO CHANGE	−$134K	$2.3M	$2.2M	19,510	19,510
position key `pos:14135` · issuer key `iss:1060` COM	NO CHANGE	+$321K	$1.5M	$1.8M	53,090	53,090
position key `sid:sec:prov:1d6e641966ead8546e2027abeb23716c` · issuer key `cusip6:233051` XTRACK MSCI EAFE	NO CHANGE	+$46.0K	$1.7M	$1.8M	35,624	35,624
position key `pos:14307` · issuer key `iss:127` COM	NO CHANGE	+$243K	$1.4M	$1.6M	5,177	5,177
position key `pos:14916` · issuer key `iss:1946` COM	NO CHANGE	+$70.5K	$1.5M	$1.6M	6,990	6,990
position key `pos:10743` · issuer key `iss:1088` COM	NO CHANGE	+$235K	$1.3M	$1.6M	4,563	4,563
position key `pos:10235` · issuer key `iss:1012` RUSSELL 3000 ETF	NO CHANGE	−$68.4K	$1.6M	$1.6M	4,232	4,232
position key `pos:15818` · issuer key `iss:1742` COM	NO CHANGE	−$51.4K	$1.6M	$1.6M	21,760	21,760
position key `pos:17065` · issuer key `iss:1000` RAFI US 1500	NO CHANGE	−$623	$1.4M	$1.4M	31,160	31,160
position key `sid:sec:prov:ff305e5d71d778fecd58cf4c7769a673` · issuer key `cusip6:83418M` COM CL A	NO CHANGE	+$264K	$1.1M	$1.4M	25,000	25,000
position key `pos:15708` · issuer key `iss:1187` COM	NO CHANGE	−$97.1K	$1.5M	$1.4M	8,044	8,044
position key `pos:11633` · issuer key `iss:673` COM	NO CHANGE	+$304K	$1.1M	$1.4M	1,418	1,418
position key `pos:17471` · issuer key `iss:152` COM	NO CHANGE	+$42.1K	$1.3M	$1.3M	10,360	10,360
position key `sid:sec:prov:1a6ad5cfa82d1a61ffcb9c40f646e44d` · issuer key `cusip6:921932` 500 VAL IDX FD	NO CHANGE	−$6.7K	$1.3M	$1.3M	6,304	6,304
position key `pos:13166` · issuer key `iss:1000` LARGE CAP VALUE	NO CHANGE	+$56.7K	$1.2M	$1.2M	17,782	17,782
position key `pos:17839` · issuer key `iss:2093` SHS	NO CHANGE	+$123K	$1.0M	$1.1M	3,153	3,153
position key `pos:12752` · issuer key `iss:1028` COM	NO CHANGE	−$45.5K	$1.2M	$1.1M	8,786	8,786
position key `pos:17117` · issuer key `iss:1792` COM	NO CHANGE	+$436K	$669K	$1.1M	2,328	2,328
position key `pos:17143` · issuer key `iss:1633` US LCAP GR ETF	NO CHANGE	−$130K	$1.2M	$1.1M	37,120	37,120
position key `pos:10455` · issuer key `iss:1091` COM NEW	NO CHANGE	+$212K	$855K	$1.1M	4,994	4,994
position key `pos:13471` · issuer key `iss:562` COM	NO CHANGE	+$178K	$850K	$1.0M	1,826	1,826
position key `sid:sec:prov:dd676697d130da0e1356866e9897d09a` · issuer key `cusip6:92189F` JUNIOR GOLD MINE	NO CHANGE	+$50.1K	$910K	$960K	8,000	8,000
position key `sid:sec:prov:71e0d0a56129c574ee8000bd8e0ed8ea` · issuer key `cusip6:864482` UNIT LTD PARTN	NO CHANGE	+$52.3K	$842K	$895K	45,438	45,438
position key `pos:11577` · issuer key `iss:167` COM SHS	NO CHANGE	−$59.4K	$944K	$884K	7,203	7,203
position key `pos:13738` · issuer key `iss:1698` COM	NO CHANGE	+$83.0K	$776K	$859K	8,902	8,902
position key `pos:11432` · issuer key `iss:1438` COMMON STOCK	NO CHANGE	−$109K	$964K	$855K	35,000	35,000
position key `sid:sec:prov:fe863a92c085dbd45400c9c6e3316425` · issuer key `cusip6:25434V` WORLD EX US CORE	NO CHANGE	+$31.0K	$818K	$849K	25,000	25,000
position key `pos:13247` · issuer key `iss:2223` SHS USD	NO CHANGE	−$120K	$937K	$817K	3,696	3,696
position key `pos:17452` · issuer key `iss:1604` UT SER 1	NO CHANGE	−$29.8K	$823K	$793K	1,712	1,712
position key `pos:16058` · issuer key `iss:118` COM	NO CHANGE	−$57.6K	$824K	$767K	2,440	2,440
position key `pos:10854` · issuer key `iss:300` COM	NO CHANGE	−$208K	$975K	$766K	182	182
position key `pos:13240` · issuer key `iss:1000` RAFI US 1000 ETF	NO CHANGE	+$9.4K	$726K	$735K	15,473	15,473
position key `pos:14773` · issuer key `iss:2228` ORD SHS	NO CHANGE	−$64.9K	$799K	$734K	3,510	3,510
position key `pos:13386` · issuer key `iss:1257` COM NEW	NO CHANGE	+$77.2K	$584K	$661K	1,524	1,524
position key `pos:15442` · issuer key `iss:356` COM	NO CHANGE	+$48.1K	$590K	$638K	2,160	2,160
position key `pos:18104` · issuer key `iss:233` COM	NO CHANGE	+$13.5K	$617K	$630K	5,313	5,313
position key `pos:11393` · issuer key `iss:545` COM	NO CHANGE	+$32.2K	$596K	$628K	1,168	1,168
position key `pos:14419` · issuer key `iss:549` COM	NO CHANGE	−$30.8K	$651K	$621K	4,523	4,523
position key `pos:12940` · issuer key `iss:1567` COM	NO CHANGE	−$52.6K	$662K	$610K	9,495	9,495
position key `pos:17934` · issuer key `iss:2195` COM	NO CHANGE	+$32.8K	$575K	$608K	2,044	2,044
position key `sid:sec:prov:6c50c1f6b9908a6bc8fc95b9212d5079` · issuer key `cusip6:09076J` COM NEW	NO CHANGE	−$119K	$724K	$605K	139,470	139,470
position key `pos:12693` · issuer key `iss:114` COM	NO CHANGE	+$23.6K	$551K	$574K	4,220	4,220
position key `pos:14225` · issuer key `iss:1758` COM	NO CHANGE	+$53.4K	$511K	$564K	4,000	4,000
position key `pos:10904` · issuer key `iss:1569` COM	NO CHANGE	−$47.2K	$608K	$561K	1,563	1,563
position key `pos:12595` · issuer key `iss:1938` COM	NO CHANGE	+$81.0K	$474K	$555K	2,221	2,221
position key `pos:14081` · issuer key `iss:2235` SHS	NO CHANGE	+$36.2K	$512K	$548K	1,316	1,316
position key `pos:17928` · issuer key `iss:1322` COM	NO CHANGE	+$89.8K	$457K	$547K	802	802
position key `pos:13590` · issuer key `iss:1189` COM	NO CHANGE	−$31.5K	$578K	$546K	928	928
position key `pos:10986` · issuer key `cusip6:922908` VALUE ETF	NO CHANGE	+$14.4K	$530K	$544K	2,773	2,773
position key `pos:16286` · issuer key `iss:1862` COM	NO CHANGE	−$60.0K	$601K	$541K	743	743
position key `pos:16004` · issuer key `iss:1161` COM	NO CHANGE	−$33.6K	$556K	$522K	969	969
position key `pos:13764` · issuer key `iss:1503` COM	NO CHANGE	−$340K	$859K	$519K	100,000	100,000
position key `pos:10654` · issuer key `iss:844` COM	NO CHANGE	+$38.7K	$477K	$516K	473	473
position key `pos:14403` · issuer key `iss:693` CLASS A	NO CHANGE	−$71.8K	$585K	$513K	1,720	1,720
position key `pos:11840` · issuer key `iss:1031` COM	NO CHANGE	−$248K	$741K	$494K	11,963	11,963
position key `pos:13899` · issuer key `iss:1563` COM CL A	NO CHANGE	−$306K	$791K	$484K	6,991	6,991
position key `sid:sec:prov:8cc6d731232d1ac429fb431a7ea6a184` · issuer key `cusip6:92189F` GOLD MINERS ETF	NO CHANGE	+$31.4K	$449K	$480K	5,232	5,232
position key `sid:sec:prov:63fa5c7c9852af95fc89e071b88157c3` · issuer key `cusip6:922908` REAL ESTATE ETF	NO CHANGE	+$1.1K	$473K	$474K	5,344	5,344
position key `pos:16727` · issuer key `iss:991` COM	NO CHANGE	+$33.0K	$431K	$464K	6,390	6,390
position key `pos:11644` · issuer key `iss:1714` COM	NO CHANGE	−$8.7K	$457K	$449K	3,545	3,545
position key `pos:18016` · issuer key `iss:1012` RUS MD CP GR ETF	NO CHANGE	−$30.9K	$479K	$448K	3,499	3,499
position key `pos:14389` · issuer key `iss:2246` COM	NO CHANGE	+$23.8K	$416K	$439K	200	200
position key `pos:10708` · issuer key `iss:1205` COM NON VTG	NO CHANGE	−$154K	$593K	$439K	8,702	8,702
position key `pos:13082` · issuer key `iss:196` COM	NO CHANGE	−$25.0K	$459K	$434K	2,225	2,225
position key `pos:13619` · issuer key `iss:2145` SHS	NO CHANGE	+$37.0K	$396K	$433K	3,304	3,304
position key `pos:16525` · issuer key `iss:58` COM	NO CHANGE	+$64.4K	$366K	$431K	1,482	1,482
position key `pos:16768` · issuer key `iss:1903` COM	NO CHANGE	−$76.7K	$506K	$429K	2,260	2,260
position key `pos:15907` · issuer key `iss:992` COM	NO CHANGE	+$11.7K	$407K	$419K	26,508	26,508
position key `pos:11411` · issuer key `iss:97` COM	NO CHANGE	+$36.9K	$366K	$403K	3,670	3,670
position key `pos:15445` · issuer key `iss:84` COM	NO CHANGE	−$1.6K	$399K	$397K	1,915	1,915
position key `pos:16562` · issuer key `cusip6:922908` SM CP VAL ETF	NO CHANGE	+$10.0K	$387K	$397K	1,827	1,827
position key `sid:sec:prov:365ed936e5e9529653cac956d30ecf93` · issuer key `cusip6:25434V` US CORE EQUITY 2	NO CHANGE	−$7.4K	$403K	$396K	10,182	10,182
position key `pos:11906` · issuer key `iss:1183` COM	NO CHANGE	−$47.8K	$436K	$389K	203	203
position key `pos:17902` · issuer key `iss:706` COM NEW	NO CHANGE	−$86.8K	$469K	$382K	1,655	1,655
position key `pos:13780` · issuer key `cusip6:922908` EXTEND MKT ETF	NO CHANGE	−$5.8K	$367K	$361K	1,755	1,755
position key `pos:15683` · issuer key `iss:1526` COM	NO CHANGE	−$38.4K	$390K	$352K	2,428	2,428
position key `pos:12433` · issuer key `iss:1513` COM	NO CHANGE	+$40.1K	$310K	$350K	1,786	1,786
position key `sid:sec:prov:fe4ef53ae5a2c78a2fe7262106790372` · issuer key `cusip6:81725T` COM	NO CHANGE	−$30.0K	$376K	$346K	4,000	4,000
position key `sid:sec:prov:88cde289eea317fd1ce748f7b69ce026` · issuer key `cusip6:46641Q` MUNICIPAL ETF	NO CHANGE	−$3.5K	$343K	$339K	6,785	6,785
position key `pos:10606` · issuer key `iss:141` COM	NO CHANGE	−$99.4K	$432K	$332K	2,981	2,981
position key `pos:16309` · issuer key `cusip6:389637` SHS REP COM UT	NO CHANGE	−$97.5K	$427K	$330K	6,250	6,250
position key `pos:12412` · issuer key `cusip6:921946` HIGH DIV YLD	NO CHANGE	+$10.2K	$319K	$329K	2,223	2,223
position key `pos:12048` · issuer key `iss:665` COM	NO CHANGE	+$58.3K	$270K	$329K	2,924	2,924
position key `sid:sec:prov:8ecf65dacacc11c10d104b59c104c1ae` · issuer key `cusip6:032108` AMPLIFY CYBERSEC	NO CHANGE	−$23.0K	$350K	$327K	4,360	4,360
position key `pos:17407` · issuer key `iss:1013` AGENCY BOND ETF	NO CHANGE	−$1.5K	$305K	$303K	2,765	2,765
position key `pos:16724` · issuer key `iss:1633` FUNDAMENTAL INTL	NO CHANGE	+$23.0K	$280K	$303K	6,186	6,186
position key `pos:16556` · issuer key `iss:1013` NATIONAL MUN ETF	NO CHANGE	−$2.7K	$303K	$300K	2,830	2,830
position key `pos:16516` · issuer key `iss:1012` RUS 2000 GRW ETF	NO CHANGE	−$8.8K	$307K	$298K	951	951
position key `pos:10144` · issuer key `iss:1603` COM	NO CHANGE	−$87.5K	$386K	$298K	4,410	4,410
position key `pos:14841` · issuer key `iss:1012` IBOXX INV CP ETF	NO CHANGE	−$3.2K	$296K	$292K	2,682	2,682
position key `sid:sec:prov:29f8d97ab26dd0c9ac1e35bec6ed33b8` · issuer key `cusip6:46435G` CORE MSCI INTL	NO CHANGE	+$3.8K	$288K	$292K	3,491	3,491
position key `pos:12417` · issuer key `iss:2008` COM	NO CHANGE	+$1.6K	$285K	$287K	3,174	3,174
position key `pos:15241` · issuer key `iss:885` COM	NO CHANGE	−$5.4K	$290K	$285K	2,107	2,107
position key `pos:13865` · issuer key `iss:515` COM CL A	NO CHANGE	+$21.1K	$258K	$279K	3,600	3,600
position key `pos:14722` · issuer key `iss:1000` NEXT GEN CONNECT	NO CHANGE	+$9.2K	$268K	$277K	2,000	2,000
position key `pos:12141` · issuer key `iss:1933` COM	NO CHANGE	−$12.9K	$285K	$272K	1,000	1,000
position key `sid:sec:prov:8c67dc6cf8d039cde27d450a94d5401c` · issuer key `cusip6:78468R` STATE STREET SPD	NO CHANGE	+$13.5K	$258K	$272K	5,969	5,969
position key `sid:sec:prov:3374a9c5766490b9f116ea46994dd634` · issuer key `cusip6:46138R` SWISS FRANC	NO CHANGE	−$2.9K	$273K	$271K	2,450	2,450
position key `sid:sec:prov:ead4136001e20c053d7f45b14bcdc536` · issuer key `cusip6:46429B` MSCI USA MIN VOL	NO CHANGE	−$4.1K	$270K	$266K	2,864	2,864
position key `sid:sec:prov:91d6849a98e3e9ee3b4349013a243cf4` · issuer key `cusip6:436440` COM	NO CHANGE	+$3.8K	$258K	$262K	3,465	3,465
position key `pos:13979` · issuer key `iss:874` COM	NO CHANGE	−$10.7K	$269K	$259K	4,000	4,000
position key `pos:18221` · issuer key `iss:1739` COM	NO CHANGE	−$47.3K	$303K	$256K	646	646
position key `sid:sec:prov:fd0585629cc2c56c522b14f4ca767dfd` · issuer key `cusip6:922020` STRM INFPROIDX	NO CHANGE	+$2.5K	$251K	$253K	5,071	5,071
position key `pos:10508` · issuer key `iss:1012` CHINA LG-CAP ETF	NO CHANGE	−$16.7K	$268K	$251K	7,000	7,000
position key `pos:14310` · issuer key `iss:1626` COM	NO CHANGE	−$6.4K	$257K	$251K	3,399	3,399
position key `pos:12799` · issuer key `iss:1016` MSCI JAPAN ETF	NO CHANGE	+$10.5K	$228K	$239K	2,830	2,830
position key `pos:14474` · issuer key `iss:1052` COM	NO CHANGE	−$138	$239K	$239K	13,846	13,846
position key `pos:13607` · issuer key `iss:485` COM	NO CHANGE	−$4.5K	$242K	$237K	8,647	8,647
position key `pos:10263` · issuer key `iss:1078` COM	NO CHANGE	+$32.2K	$203K	$236K	3,257	3,257
position key `pos:10146` · issuer key `iss:397` COM	NO CHANGE	+$9.6K	$224K	$234K	700	700
position key `pos:13699` · issuer key `iss:841` COM	NO CHANGE	+$7.3K	$224K	$232K	2,736	2,736
position key `sid:sec:prov:4d48e8479d984a641a8a95d3ff4765d9` · issuer key `cusip6:004816` COM	NO CHANGE	+$23.5K	$206K	$229K	5,100	5,100
position key `pos:10732` · issuer key `iss:329` CL A LMT VTG SHS	NO CHANGE	−$40.8K	$269K	$228K	5,136	5,136
position key `pos:16793` · issuer key `iss:1633` US MID-CAP ETF	NO CHANGE	+$6.5K	$220K	$227K	7,317	7,317
position key `pos:11774` · issuer key `iss:1974` COM	NO CHANGE	+$4.6K	$220K	$224K	1,230	1,230
position key `pos:11230` · issuer key `iss:1633` US LRG CAP ETF	NO CHANGE	−$10.8K	$229K	$219K	8,523	8,523
position key `sid:sec:prov:8f84e4bccfedd905f8602bd39e2de909` · issuer key `cusip6:92204A` HEALTH CAR ETF	NO CHANGE	−$12.2K	$227K	$215K	788	788
position key `pos:16440` · issuer key `iss:637` COM	NO CHANGE	−$13.7K	$227K	$213K	2,658	2,658
position key `pos:13903` · issuer key `iss:354` COM NEW	NO CHANGE	+$6.8K	$206K	$213K	1,280	1,280
position key `pos:16029` · issuer key `iss:1012` SELECT US REIT	NO CHANGE	+$7.6K	$203K	$210K	3,401	3,401
position key `pos:18044` · issuer key `iss:1013` 3 7 YR TREAS BD	NO CHANGE	−$1.3K	$210K	$209K	1,760	1,760
position key `pos:11515` · issuer key `iss:1633` US SML CAP ETF	NO CHANGE	+$4.2K	$201K	$205K	7,046	7,046
position key `pos:13707` · issuer key `iss:156` COM CL A	NO CHANGE	−$91.1K	$291K	$200K	38,750	38,750
position key `sid:sec:prov:36a805ae858d09be2f134ac7cddd221b` · issuer key `cusip6:G20315` SHS CL A	NO CHANGE	+$1.7K	$164K	$166K	15,400	15,400
position key `sid:sec:prov:2eb88292c208b91f5f3415cce4387463` · issuer key `cusip6:G5501C` SHS CL A	NO CHANGE	+$2.0K	$161K	$162K	15,100	15,100
position key `pos:18245` · issuer key `iss:2106` USD CL A ORD SHS	NO CHANGE	+$797	$160K	$161K	15,940	15,940
position key `pos:10612` · issuer key `iss:2166` ORD SHS CL A	NO CHANGE	+$800	$160K	$161K	15,999	15,999
position key `sid:sec:prov:a0a29186a67f6f0758d39e6f393bc0ac` · issuer key `cusip6:G5451A` ORD SHS	NO CHANGE	+$1.6K	$156K	$157K	14,300	14,300
position key `pos:17920` · issuer key `iss:2172` COMMON STOCK	NO CHANGE	−$88.9K	$238K	$149K	17,994	17,994
position key `pos:12619` · issuer key `iss:2239` UNIT 11/21/2030	NO CHANGE	+$817	$135K	$136K	13,610	13,610
position key `pos:12106` · issuer key `iss:2160` SHS CL A	NO CHANGE	+$774	$129K	$129K	12,910	12,910
position key `pos:12985` · issuer key `iss:756` COM	NO CHANGE	−$45.1K	$160K	$115K	125,000	125,000
position key `sid:sec:prov:dc30e167483af98292e714826599a3f2` · issuer key `cusip6:G4791J` ORD SHS	NO CHANGE	+$1.1K	$108K	$109K	10,730	10,730
position key `sid:sec:prov:7d4d986ce39a14d8f412fa7b83475313` · issuer key `cusip6:836100` CLASS A COM	NO CHANGE	−$40.9K	$132K	$90.7K	13,200	13,200
position key `sid:sec:prov:2cf06ac89e78fe7c69baaccedd98a9c7` · issuer key `cusip6:556099` COM	NO CHANGE	+$22.5K	$28.2K	$50.7K	17,543	17,543
position key `pos:16834` · issuer key `iss:192` CLASS A COM	NO CHANGE	+$3.4K	$46.1K	$49.4K	12,000	12,000
position key `pos:12066` · issuer key `iss:1464` COM NEW	NO CHANGE	+$5.8K	$39.4K	$45.2K	20,000	20,000
position key `sid:sec:prov:54d8f43948774349dad67c1620d82b0b` · issuer key `cusip6:163092` COM	NO CHANGE	−$2.6K	$12.7K	$10.1K	13,688	13,688
position key `sid:sec:prov:47691005974f24d9fbf55d1df5a1ebe4` · issuer key `cusip6:G1993W` RIGHT 99/99/9999	NO CHANGE	−$624	$3.0K	$2.3K	13,000	13,000
position key `sid:sec:prov:193aa894c89f1f08e3c19b9bfd5ed47a` · issuer key `cusip6:44934N` RIGHT 09/28/2026	NO CHANGE	+$618	$1.5K	$2.2K	19,576	19,576
position key `pos:12513` · issuer key `iss:2160` RIGHT 07/25/2030	NO CHANGE	−$128	$1.7K	$1.5K	12,910	12,910
position key `sid:sec:prov:d248ace1769b9a18295913a021b9ea25` · issuer key `cusip6:G4791J` RIGHT 04/02/2027	NO CHANGE	−$106	$1.4K	$1.3K	10,730	10,730

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 348 issuers · $6.4B disclosed value over 722 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 5 reported rows

Rows Evercore Wealth Management, LLC reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$224M	782,024
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$187M	650,577
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$29.5M	102,676
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$18.2M	63,431
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$782K	2,725

$460M

1,601,433

7.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC

1 position · 3 reported rows

Rows Evercore Wealth Management, LLC reported for APPLE INC, as it reported them
APPLE INC · COM CUSIP — src ↗	$344M	1,356,746
APPLE INC · COM CUSIP — src ↗	$36.9M	145,532
APPLE INC · COM CUSIP — src ↗	$523K	2,060

$382M

1,504,338

6.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION

1 position · 3 reported rows

Rows Evercore Wealth Management, LLC reported for NVIDIA CORPORATION, as it reported them
NVIDIA CORPORATION · COM CUSIP — src ↗	$334M	1,913,478
NVIDIA CORPORATION · COM CUSIP — src ↗	$46.0M	263,914
NVIDIA CORPORATION · COM CUSIP — src ↗	$966K	5,537

$381M

2,182,929

6.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP

1 position · 3 reported rows

Rows Evercore Wealth Management, LLC reported for MICROSOFT CORP, as it reported them
MICROSOFT CORP · COM CUSIP — src ↗	$252M	680,363
MICROSOFT CORP · COM CUSIP — src ↗	$37.8M	102,168
MICROSOFT CORP · COM CUSIP — src ↗	$618K	1,670

$290M

784,201

4.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC

1 position · 3 reported rows

Rows Evercore Wealth Management, LLC reported for AMAZON COM INC, as it reported them
AMAZON COM INC · COM CUSIP — src ↗	$203M	976,791
AMAZON COM INC · COM CUSIP — src ↗	$29.7M	142,521
AMAZON COM INC · COM CUSIP — src ↗	$599K	2,875

$234M

1,122,187

3.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED

1 position · 3 reported rows

Rows Evercore Wealth Management, LLC reported for MASTERCARD INCORPORATED, as it reported them
MASTERCARD INCORPORATED · CL A CUSIP — src ↗	$172M	344,060
MASTERCARD INCORPORATED · CL A CUSIP — src ↗	$23.6M	47,137
MASTERCARD INCORPORATED · CL A CUSIP — src ↗	$432K	865

$196M

392,062

3.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MORGAN STANLEY

1 position · 3 reported rows

Rows Evercore Wealth Management, LLC reported for MORGAN STANLEY, as it reported them
MORGAN STANLEY · COM NEW CUSIP — src ↗	$169M	1,024,631
MORGAN STANLEY · COM NEW CUSIP — src ↗	$24.5M	148,627
MORGAN STANLEY · COM NEW CUSIP — src ↗	$680K	4,135

$194M

1,177,393

3.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COMFORT SYS USA INC

1 position · 3 reported rows

Rows Evercore Wealth Management, LLC reported for COMFORT SYS USA INC, as it reported them
COMFORT SYS USA INC · COM CUSIP — src ↗	$165M	119,755
COMFORT SYS USA INC · COM CUSIP — src ↗	$19.6M	14,238
COMFORT SYS USA INC · COM CUSIP — src ↗	$434K	315

$185M

134,308

2.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AUTOZONE INC

1 position · 3 reported rows

Rows Evercore Wealth Management, LLC reported for AUTOZONE INC, as it reported them
AUTOZONE INC · COM CUSIP — src ↗	$150M	44,456
AUTOZONE INC · COM CUSIP — src ↗	$23.2M	6,866
AUTOZONE INC · COM CUSIP — src ↗	$348K	103

$174M

51,425

2.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WILLIAMS COS INC

1 position · 3 reported rows

Rows Evercore Wealth Management, LLC reported for WILLIAMS COS INC, as it reported them
WILLIAMS COS INC · COM CUSIP — src ↗	$155M	2,126,404
WILLIAMS COS INC · COM CUSIP — src ↗	$17.1M	235,445
WILLIAMS COS INC · COM CUSIP — src ↗	$639K	8,785

$173M

2,370,634

2.7%

—

ISHARES TR

22 positions · 35 reported rows

Rows Evercore Wealth Management, LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$52.2M	79,941
ISHARES TR · RUS 1000 GRW ETF CUSIP — src ↗	$25.2M	58,987
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$16.4M	169,350
ISHARES TR · RUS 1000 ETF CUSIP — src ↗	$11.2M	31,495
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$9.3M	37,699
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$7.2M	106,350
ISHARES TR · S&P 500 GRWT ETF CUSIP — src ↗	$5.3M	46,595
ISHARES TR · CORE US AGGBD ET CUSIP — src ↗	$4.0M	40,533
ISHARES TR · CORE S&P SCP ETF CUSIP — src ↗	$3.6M	29,140
ISHARES TR · RUS MID CAP ETF CUSIP — src ↗	$2.8M	28,547
ISHARES TR · S&P 500 VAL ETF CUSIP — src ↗	$2.7M	12,740
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$2.6M	38,872
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$2.2M	10,091
ISHARES TR · SELECT DIVID ETF CUSIP — src ↗	$2.0M	13,331
ISHARES TR · S&P 100 ETF CUSIP — src ↗	$1.8M	5,805
ISHARES TR · RUSSELL 3000 ETF CUSIP — src ↗	$1.6M	4,232
ISHARES TR · MSCI EMG MKT ETF CUSIP — src ↗	$995K	17,514
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$960K	9,882
ISHARES TR · S&P 500 GRWT ETF CUSIP — src ↗	$905K	8,000
ISHARES TR · S&P 500 VAL ETF CUSIP — src ↗	$828K	3,922
ISHARES TR · RUS 2000 VAL ETF CUSIP — src ↗	$626K	3,300
ISHARES TR · CORE S&P SCP ETF CUSIP — src ↗	$597K	4,802
ISHARES TR · RUS MD CP GR ETF CUSIP — src ↗	$448K	3,499
ISHARES TR · RUS 1000 GRW ETF CUSIP — src ↗	$322K	755
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$305K	1,230
ISHARES TR · RUS 2000 GRW ETF CUSIP — src ↗	$298K	951
ISHARES TR · CHINA LG-CAP ETF CUSIP — src ↗	$251K	7,000
ISHARES TR · IBOXX INV CP ETF CUSIP — src ↗	$211K	1,940
ISHARES TR · SELECT US REIT CUSIP — src ↗	$210K	3,401
ISHARES TR · RUS MID CAP ETF CUSIP — src ↗	$157K	1,613
ISHARES TR · SELECT DIVID ETF CUSIP — src ↗	$126K	832
ISHARES TR · IBOXX INV CP ETF CUSIP — src ↗	$80.9K	742
ISHARES TR · CORE US AGGBD ET CUSIP — src ↗	$80.4K	810
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$65.6K	307
ISHARES TR · MSCI EMG MKT ETF CUSIP — src ↗	$25.6K	450

ticker not yet mapped

$158M

784,658

2.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO

1 position · 3 reported rows

Rows Evercore Wealth Management, LLC reported for JPMORGAN CHASE & CO, as it reported them
JPMORGAN CHASE & CO · COM CUSIP — src ↗	$142M	484,357
JPMORGAN CHASE & CO · COM CUSIP — src ↗	$13.4M	45,426
JPMORGAN CHASE & CO · COM CUSIP — src ↗	$691K	2,350

$157M

532,133

2.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BLACKSTONE INC

1 position · 3 reported rows

Rows Evercore Wealth Management, LLC reported for BLACKSTONE INC, as it reported them
BLACKSTONE INC · COM CUSIP — src ↗	$136M	1,180,153
BLACKSTONE INC · COM CUSIP — src ↗	$18.7M	162,437
BLACKSTONE INC · COM CUSIP — src ↗	$354K	3,075

$155M

1,345,665

2.4%

—

WISDOMTREE TR

2 positions · 5 reported rows

Rows Evercore Wealth Management, LLC reported for WISDOMTREE TR, as it reported them
WISDOMTREE TR · US LARGECAP DIVD CUSIP — src ↗	$76.0M	850,718
WISDOMTREE TR · JAPN HEDGE EQT CUSIP — src ↗	$40.0M	252,243
WISDOMTREE TR · US LARGECAP DIVD CUSIP — src ↗	$17.5M	195,712
WISDOMTREE TR · JAPN HEDGE EQT CUSIP — src ↗	$7.8M	48,967
WISDOMTREE TR · JAPN HEDGE EQT CUSIP — src ↗	$1.0M	6,414

ticker not yet mapped

$142M

1,354,054

2.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC

1 position · 3 reported rows

Rows Evercore Wealth Management, LLC reported for HOME DEPOT INC, as it reported them
HOME DEPOT INC · COM CUSIP — src ↗	$125M	379,993
HOME DEPOT INC · COM CUSIP — src ↗	$16.8M	51,231
HOME DEPOT INC · COM CUSIP — src ↗	$321K	975

$142M

432,199

2.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHUBB LTD SWITZ

1 position · 3 reported rows

Rows Evercore Wealth Management, LLC reported for CHUBB LTD SWITZ, as it reported them
CHUBB LTD SWITZ · COM CUSIP — src ↗	$121M	371,214
CHUBB LTD SWITZ · COM CUSIP — src ↗	$15.5M	47,526
CHUBB LTD SWITZ · COM CUSIP — src ↗	$596K	1,830

$137M

420,570

2.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CBRE GROUP INC

1 position · 3 reported rows

Rows Evercore Wealth Management, LLC reported for CBRE GROUP INC, as it reported them
CBRE GROUP INC · CL A CUSIP — src ↗	$115M	849,191
CBRE GROUP INC · CL A CUSIP — src ↗	$18.3M	134,965
CBRE GROUP INC · CL A CUSIP — src ↗	$396K	2,925

$134M

987,081

2.1%

BERKSHIRE HATHAWAY INC DEL

2 positions · 4 reported rows

Rows Evercore Wealth Management, LLC reported for BERKSHIRE HATHAWAY INC DEL, as it reported them
BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — src ↗	$101M	210,215
BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — src ↗	$22.2M	46,363
BERKSHIRE HATHAWAY INC DEL · CL A CUSIP — src ↗	$7.9M	11
BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — src ↗	$518K	1,080

$131M

257,669

2.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

THERMO FISHER SCIENTIFIC INC

1 position · 3 reported rows

Rows Evercore Wealth Management, LLC reported for THERMO FISHER SCIENTIFIC INC, as it reported them
THERMO FISHER SCIENTIFIC INC · COM CUSIP — src ↗	$114M	231,370
THERMO FISHER SCIENTIFIC INC · COM CUSIP — src ↗	$17.1M	34,833
THERMO FISHER SCIENTIFIC INC · COM CUSIP — src ↗	$270K	550

$131M

266,753

2.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VIKING HOLDINGS LTD

1 position · 3 reported rows

Rows Evercore Wealth Management, LLC reported for VIKING HOLDINGS LTD, as it reported them
VIKING HOLDINGS LTD · ORD SHS CUSIP — src ↗	$107M	1,461,067
VIKING HOLDINGS LTD · ORD SHS CUSIP — src ↗	$15.1M	205,544
VIKING HOLDINGS LTD · ORD SHS CUSIP — src ↗	$412K	5,605

$123M

1,672,216

1.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BLACKROCK INC

1 position · 3 reported rows

Rows Evercore Wealth Management, LLC reported for BLACKROCK INC, as it reported them
BLACKROCK INC · COM CUSIP — src ↗	$92.2M	95,863
BLACKROCK INC · COM CUSIP — src ↗	$9.5M	9,837
BLACKROCK INC · COM CUSIP — src ↗	$452K	470

$102M

106,170

1.6%

—

VANGUARD INDEX FDS

10 positions · 18 reported rows

Rows Evercore Wealth Management, LLC reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$66.1M	110,540
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$8.5M	14,199
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$6.0M	18,704
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$5.8M	22,286
VANGUARD INDEX FDS · MID CAP ETF CUSIP — src ↗	$4.4M	15,318
VANGUARD INDEX FDS · LARGE CAP ETF CUSIP — src ↗	$4.2M	14,100
VANGUARD INDEX FDS · GROWTH ETF CUSIP — src ↗	$1.6M	3,739
VANGUARD INDEX FDS · GROWTH ETF CUSIP — src ↗	$1.6M	3,624
VANGUARD INDEX FDS · GROWTH ETF CUSIP — src ↗	$1.2M	2,839
VANGUARD INDEX FDS · VALUE ETF CUSIP — src ↗	$544K	2,773
VANGUARD INDEX FDS · REAL ESTATE ETF CUSIP 922908553 src ↗	$451K	5,087
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$433K	725
VANGUARD INDEX FDS · SM CP VAL ETF CUSIP — src ↗	$397K	1,827
VANGUARD INDEX FDS · EXTEND MKT ETF CUSIP — src ↗	$334K	1,624
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$114K	435
VANGUARD INDEX FDS · MID CAP ETF CUSIP — src ↗	$40.2K	140
VANGUARD INDEX FDS · EXTEND MKT ETF CUSIP — src ↗	$27.0K	131
VANGUARD INDEX FDS · REAL ESTATE ETF CUSIP 922908553 src ↗	$22.8K	257

ticker not yet mapped

$102M

218,348

1.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION

1 position · 3 reported rows

Rows Evercore Wealth Management, LLC reported for COSTCO WHOLESALE CORPORATION, as it reported them
COSTCO WHOLESALE CORPORATION · COM CUSIP — src ↗	$94.4M	94,740
COSTCO WHOLESALE CORPORATION · COM CUSIP — src ↗	$5.0M	5,039
COSTCO WHOLESALE CORPORATION · COM CUSIP — src ↗	$339K	340

$99.8M

100,119

1.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UBER TECHNOLOGIES INC

1 position · 3 reported rows

Rows Evercore Wealth Management, LLC reported for UBER TECHNOLOGIES INC, as it reported them
UBER TECHNOLOGIES INC · COM CUSIP — src ↗	$74.1M	1,030,098
UBER TECHNOLOGIES INC · COM CUSIP — src ↗	$8.8M	121,937
UBER TECHNOLOGIES INC · COM CUSIP — src ↗	$288K	3,997

$83.2M

1,156,032

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EOG RES INC

1 position · 3 reported rows

Rows Evercore Wealth Management, LLC reported for EOG RES INC, as it reported them
EOG RES INC · COM CUSIP — src ↗	$70.0M	484,477
EOG RES INC · COM CUSIP — src ↗	$8.9M	61,801
EOG RES INC · COM CUSIP — src ↗	$423K	2,925

$79.4M

549,203

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GENERAC HLDGS INC

1 position · 3 reported rows

Rows Evercore Wealth Management, LLC reported for GENERAC HLDGS INC, as it reported them
GENERAC HLDGS INC · COM CUSIP — src ↗	$66.9M	342,343
GENERAC HLDGS INC · COM CUSIP — src ↗	$8.1M	41,481
GENERAC HLDGS INC · COM CUSIP — src ↗	$454K	2,325

$75.4M

386,149

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P 500 ETF T

1 position · 2 reported rows

Rows Evercore Wealth Management, LLC reported for STATE STR SPDR S&P 500 ETF T, as it reported them
STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP — src ↗	$61.9M	95,210
STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP — src ↗	$13.3M	20,464

$75.2M

115,674

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SPOTIFY TECHNOLOGY S A

1 position · 3 reported rows

Rows Evercore Wealth Management, LLC reported for SPOTIFY TECHNOLOGY S A, as it reported them
SPOTIFY TECHNOLOGY S A · SHS CUSIP — src ↗	$64.1M	132,235
SPOTIFY TECHNOLOGY S A · SHS CUSIP — src ↗	$9.0M	18,582
SPOTIFY TECHNOLOGY S A · SHS CUSIP — src ↗	$274K	565

$73.4M

151,382

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SHARKNINJA INC

1 position · 3 reported rows

Rows Evercore Wealth Management, LLC reported for SHARKNINJA INC, as it reported them
SHARKNINJA INC · COM SHS CUSIP — src ↗	$61.4M	579,478
SHARKNINJA INC · COM SHS CUSIP — src ↗	$9.4M	88,468
SHARKNINJA INC · COM SHS CUSIP — src ↗	$261K	2,465

$71.0M

670,411

1.1%

—

VANGUARD INTL EQUITY INDEX F

4 positions · 9 reported rows

Rows Evercore Wealth Management, LLC reported for VANGUARD INTL EQUITY INDEX F, as it reported them
VANGUARD INTL EQUITY INDEX F · ALLWRLD EX US CUSIP — src ↗	$34.9M	464,073
VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858 src ↗	$10.8M	199,719
VANGUARD INTL EQUITY INDEX F · FTSE EUROPE ETF CUSIP 922042874 src ↗	$10.7M	130,098
VANGUARD INTL EQUITY INDEX F · ALLWRLD EX US CUSIP — src ↗	$10.2M	136,277
VANGUARD INTL EQUITY INDEX F · TT WRLD ST ETF CUSIP — src ↗	$2.0M	14,334
VANGUARD INTL EQUITY INDEX F · FTSE EUROPE ETF CUSIP 922042874 src ↗	$420K	5,096
VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858 src ↗	$415K	7,677
VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858 src ↗	$73.9K	1,368
VANGUARD INTL EQUITY INDEX F · ALLWRLD EX US CUSIP — src ↗	$61.1K	814

ticker not yet mapped

$69.6M

959,456

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BUILDERS FIRSTSOURCE INC

1 position · 3 reported rows

Rows Evercore Wealth Management, LLC reported for BUILDERS FIRSTSOURCE INC, as it reported them
BUILDERS FIRSTSOURCE INC · COM CUSIP — src ↗	$56.2M	682,082
BUILDERS FIRSTSOURCE INC · COM CUSIP — src ↗	$9.7M	117,951
BUILDERS FIRSTSOURCE INC · COM CUSIP — src ↗	$221K	2,685

$66.1M

802,718

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROGRESSIVE CORP

1 position · 3 reported rows

Rows Evercore Wealth Management, LLC reported for PROGRESSIVE CORP, as it reported them
PROGRESSIVE CORP · COM CUSIP — src ↗	$54.2M	273,605
PROGRESSIVE CORP · COM CUSIP — src ↗	$8.4M	42,615
PROGRESSIVE CORP · COM CUSIP — src ↗	$228K	1,150

$62.9M

317,370

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN TOWER CORP

1 position · 3 reported rows

Rows Evercore Wealth Management, LLC reported for AMERICAN TOWER CORP, as it reported them
AMERICAN TOWER CORP · COM CUSIP — src ↗	$53.1M	307,649
AMERICAN TOWER CORP · COM CUSIP — src ↗	$6.5M	37,421
AMERICAN TOWER CORP · COM CUSIP — src ↗	$186K	1,080

$59.7M

346,150

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ARES CAPITAL CORP

1 position · 3 reported rows

Rows Evercore Wealth Management, LLC reported for ARES CAPITAL CORP, as it reported them
ARES CAPITAL CORP · COM CUSIP — src ↗	$51.7M	2,869,950
ARES CAPITAL CORP · COM CUSIP — src ↗	$3.9M	217,433
ARES CAPITAL CORP · COM CUSIP — src ↗	$606K	33,625

$56.2M

3,121,008

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ISHARES GOLD TR

1 position · 3 reported rows

Rows Evercore Wealth Management, LLC reported for ISHARES GOLD TR, as it reported them
ISHARES GOLD TR · ISHARES NEW CUSIP — src ↗	$48.4M	549,034
ISHARES GOLD TR · ISHARES NEW CUSIP — src ↗	$5.9M	67,098
ISHARES GOLD TR · ISHARES NEW CUSIP — src ↗	$397K	4,500

$54.7M

620,632

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CROCS INC

1 position · 3 reported rows

Rows Evercore Wealth Management, LLC reported for CROCS INC, as it reported them
CROCS INC · COM CUSIP — src ↗	$46.6M	561,411
CROCS INC · COM CUSIP — src ↗	$6.0M	72,736
CROCS INC · COM CUSIP — src ↗	$332K	4,000

$53.0M

638,147

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ADOBE INC

1 position · 3 reported rows

Rows Evercore Wealth Management, LLC reported for ADOBE INC, as it reported them
ADOBE INC · COM CUSIP — src ↗	$43.6M	179,366
ADOBE INC · COM CUSIP — src ↗	$5.5M	22,722
ADOBE INC · COM CUSIP — src ↗	$191K	785

$49.3M

202,873

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCADOLIBRE INC

1 position · 3 reported rows

Rows Evercore Wealth Management, LLC reported for MERCADOLIBRE INC, as it reported them
MERCADOLIBRE INC · COM CUSIP — src ↗	$40.4M	23,391
MERCADOLIBRE INC · COM CUSIP — src ↗	$5.4M	3,095
MERCADOLIBRE INC · COM CUSIP — src ↗	$199K	115

$46.0M

26,601

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TJX COS INC NEW

1 position · 3 reported rows

Rows Evercore Wealth Management, LLC reported for TJX COS INC NEW, as it reported them
TJX COS INC NEW · COM CUSIP — src ↗	$38.3M	239,595
TJX COS INC NEW · COM CUSIP — src ↗	$5.0M	31,435
TJX COS INC NEW · COM CUSIP — src ↗	$144K	900

$43.4M

271,930

0.7%

—

JANUS DETROIT STR TR

1 position · 3 reported rows

Rows Evercore Wealth Management, LLC reported for JANUS DETROIT STR TR, as it reported them
JANUS DETROIT STR TR · HENDRSON AAA CL CUSIP 47103U845 src ↗	$34.6M	686,970
JANUS DETROIT STR TR · HENDRSON AAA CL CUSIP 47103U845 src ↗	$3.6M	70,571
JANUS DETROIT STR TR · HENDRSON AAA CL CUSIP 47103U845 src ↗	$907K	18,010

ticker not yet mapped

$39.1M

775,551

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WORLD GOLD TR

1 position · 3 reported rows

Rows Evercore Wealth Management, LLC reported for WORLD GOLD TR, as it reported them
WORLD GOLD TR · SPDR GLD MINIS CUSIP — src ↗	$33.7M	363,636
WORLD GOLD TR · SPDR GLD MINIS CUSIP — src ↗	$2.0M	21,133
WORLD GOLD TR · SPDR GLD MINIS CUSIP — src ↗	$936K	10,100

$36.6M

394,869

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON

1 position · 3 reported rows

Rows Evercore Wealth Management, LLC reported for JOHNSON & JOHNSON, as it reported them
JOHNSON & JOHNSON · COM CUSIP — src ↗	$29.0M	118,790
JOHNSON & JOHNSON · COM CUSIP — src ↗	$3.5M	14,292
JOHNSON & JOHNSON · COM CUSIP — src ↗	$9.8K	40

$32.5M

133,122

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SPDR GOLD TR

1 position · 2 reported rows

Rows Evercore Wealth Management, LLC reported for SPDR GOLD TR, as it reported them
SPDR GOLD TR · GOLD SHS CUSIP — src ↗	$21.0M	48,769
SPDR GOLD TR · GOLD SHS CUSIP — src ↗	$10.1M	23,561

$31.1M

72,330

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SHERWIN WILLIAMS CO

1 position · 2 reported rows

Rows Evercore Wealth Management, LLC reported for SHERWIN WILLIAMS CO, as it reported them
SHERWIN WILLIAMS CO · COM CUSIP — src ↗	$29.5M	91,977
SHERWIN WILLIAMS CO · COM CUSIP — src ↗	$1.1M	3,505

$30.6M

95,482

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION

1 position · 3 reported rows

Rows Evercore Wealth Management, LLC reported for CHEVRON CORPORATION, as it reported them
CHEVRON CORPORATION · COM CUSIP — src ↗	$25.2M	121,919
CHEVRON CORPORATION · COM CUSIP — src ↗	$4.5M	21,986
CHEVRON CORPORATION · COM CUSIP — src ↗	$124K	600

$29.9M

144,505

0.5%

—

SELECT SECTOR SPDR TR

9 positions · 19 reported rows

Rows Evercore Wealth Management, LLC reported for SELECT SECTOR SPDR TR, as it reported them
SELECT SECTOR SPDR TR · STATE STREET TEC CUSIP — src ↗	$4.9M	37,178
SELECT SECTOR SPDR TR · STATE STREET HEA CUSIP 81369Y209 src ↗	$3.9M	26,712
SELECT SECTOR SPDR TR · STATE STREET TEC CUSIP — src ↗	$2.9M	21,646
SELECT SECTOR SPDR TR · STATE STREET FIN CUSIP 81369Y605 src ↗	$2.8M	55,934
SELECT SECTOR SPDR TR · STATE STREET HEA CUSIP 81369Y209 src ↗	$2.2M	14,918
SELECT SECTOR SPDR TR · STATE STREET CON CUSIP 81369Y407 src ↗	$2.2M	19,850
SELECT SECTOR SPDR TR · STATE STREET ENE CUSIP 81369Y506 src ↗	$2.0M	32,808
SELECT SECTOR SPDR TR · STATE STREET IND CUSIP 81369Y704 src ↗	$1.9M	11,967
SELECT SECTOR SPDR TR · STATE STREET COM CUSIP 81369Y852 src ↗	$1.9M	17,100
SELECT SECTOR SPDR TR · STATE STREET CON CUSIP — src ↗	$1.4M	17,531
SELECT SECTOR SPDR TR · STATE STREET MAT CUSIP 81369Y100 src ↗	$1.3M	27,005
SELECT SECTOR SPDR TR · STATE STREET FIN CUSIP 81369Y605 src ↗	$768K	15,562
SELECT SECTOR SPDR TR · STATE STREET IND CUSIP 81369Y704 src ↗	$376K	2,325
SELECT SECTOR SPDR TR · STATE STREET COM CUSIP 81369Y852 src ↗	$267K	2,410
SELECT SECTOR SPDR TR · STATE STREET CON CUSIP 81369Y407 src ↗	$225K	2,065
SELECT SECTOR SPDR TR · STATE STREET HEA CUSIP 81369Y209 src ↗	$191K	1,300
SELECT SECTOR SPDR TR · STATE STREET MAT CUSIP 81369Y100 src ↗	$166K	3,328
SELECT SECTOR SPDR TR · STATE STREET CON CUSIP — src ↗	$58.7K	716
SELECT SECTOR SPDR TR · STATE STREET ENE CUSIP 81369Y506 src ↗	$36.1K	590

ticker not yet mapped

$29.6M

310,945

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO

1 position · 2 reported rows

Rows Evercore Wealth Management, LLC reported for ELI LILLY & CO, as it reported them
ELI LILLY & CO · COM CUSIP — src ↗	$23.5M	25,559
ELI LILLY & CO · COM CUSIP — src ↗	$1.4M	1,495

$24.9M

27,054

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNITEDHEALTH GROUP INC

1 position · 2 reported rows

Rows Evercore Wealth Management, LLC reported for UNITEDHEALTH GROUP INC, as it reported them
UNITEDHEALTH GROUP INC · COM CUSIP — src ↗	$20.6M	76,009
UNITEDHEALTH GROUP INC · COM CUSIP — src ↗	$2.3M	8,651

$22.9M

84,660

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ACCENTURE PLC IRELAND

1 position · 2 reported rows

Rows Evercore Wealth Management, LLC reported for ACCENTURE PLC IRELAND, as it reported them
ACCENTURE PLC IRELAND · SHS CLASS A CUSIP — src ↗	$17.9M	90,452
ACCENTURE PLC IRELAND · SHS CLASS A CUSIP — src ↗	$1.3M	6,529

$19.2M

96,981

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC

1 position · 2 reported rows

Rows Evercore Wealth Management, LLC reported for ABBVIE INC, as it reported them
ABBVIE INC · COM CUSIP — src ↗	$14.6M	67,238
ABBVIE INC · COM CUSIP — src ↗	$3.2M	14,641

$17.8M

81,879

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEXTERA ENERGY INC

1 position · 3 reported rows

Rows Evercore Wealth Management, LLC reported for NEXTERA ENERGY INC, as it reported them
NEXTERA ENERGY INC · COM CUSIP — src ↗	$15.0M	162,032
NEXTERA ENERGY INC · COM CUSIP — src ↗	$1.1M	11,605
NEXTERA ENERGY INC · COM CUSIP — src ↗	$113K	1,220

$16.2M

174,857

0.3%

—

VANGUARD TAX-MANAGED FDS

1 position · 3 reported rows

Rows Evercore Wealth Management, LLC reported for VANGUARD TAX-MANAGED FDS, as it reported them
VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT CUSIP — src ↗	$12.0M	187,294
VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT CUSIP — src ↗	$3.3M	51,806
VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT CUSIP — src ↗	$73.9K	1,154

ticker not yet mapped

$15.4M

240,254

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTERNATIONAL BUSINESS MACHS

1 position · 3 reported rows

Rows Evercore Wealth Management, LLC reported for INTERNATIONAL BUSINESS MACHS, as it reported them
INTERNATIONAL BUSINESS MACHS · COM CUSIP — src ↗	$13.8M	56,839
INTERNATIONAL BUSINESS MACHS · COM CUSIP — src ↗	$1.2M	4,962
INTERNATIONAL BUSINESS MACHS · COM CUSIP — src ↗	$242K	1,000

$15.2M

62,801

0.2%

—

INVESCO EXCHANGE TRADED FD T

5 positions · 7 reported rows

Rows Evercore Wealth Management, LLC reported for INVESCO EXCHANGE TRADED FD T, as it reported them
INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT CUSIP — src ↗	$9.8M	50,945
INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT CUSIP — src ↗	$1.4M	7,500
INVESCO EXCHANGE TRADED FD T · RAFI US 1500 CUSIP — src ↗	$1.4M	31,160
INVESCO EXCHANGE TRADED FD T · LARGE CAP VALUE CUSIP — src ↗	$1.2M	17,782
INVESCO EXCHANGE TRADED FD T · RAFI US 1000 ETF CUSIP — src ↗	$735K	15,473
INVESCO EXCHANGE TRADED FD T · NEXT GEN CONNECT CUSIP — src ↗	$277K	2,000
INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT CUSIP — src ↗	$14.4K	75

ticker not yet mapped

$14.9M

124,935

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC

1 position · 2 reported rows

Rows Evercore Wealth Management, LLC reported for CISCO SYS INC, as it reported them
CISCO SYS INC · COM CUSIP — src ↗	$11.7M	150,239
CISCO SYS INC · COM CUSIP — src ↗	$1.9M	24,990

$13.6M

175,229

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TESLA INC

1 position · 2 reported rows

Rows Evercore Wealth Management, LLC reported for TESLA INC, as it reported them
TESLA INC · COM CUSIP — src ↗	$11.7M	31,451
TESLA INC · COM CUSIP — src ↗	$1.7M	4,660

$13.4M

36,111

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PEPSICO INC

1 position · 2 reported rows

Rows Evercore Wealth Management, LLC reported for PEPSICO INC, as it reported them
PEPSICO INC · COM CUSIP — src ↗	$11.9M	76,351
PEPSICO INC · COM CUSIP — src ↗	$1.1M	7,345

$13.0M

83,696

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP

1 position · 2 reported rows

Rows Evercore Wealth Management, LLC reported for EXXON MOBIL CORP, as it reported them
EXXON MOBIL CORP · COM CUSIP — src ↗	$12.2M	71,808
EXXON MOBIL CORP · COM CUSIP — src ↗	$644K	3,797

$12.8M

75,605

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ROPER TECHNOLOGIES INC

1 position · 2 reported rows

Rows Evercore Wealth Management, LLC reported for ROPER TECHNOLOGIES INC, as it reported them
ROPER TECHNOLOGIES INC · COM CUSIP — src ↗	$11.3M	31,906
ROPER TECHNOLOGIES INC · COM CUSIP — src ↗	$1.3M	3,787

$12.6M

35,693

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCKESSON CORP

1 position · 2 reported rows

Rows Evercore Wealth Management, LLC reported for MCKESSON CORP, as it reported them
MCKESSON CORP · COM CUSIP — src ↗	$10.1M	11,702
MCKESSON CORP · COM CUSIP — src ↗	$2.0M	2,305

$12.1M

14,007

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AUTOMATIC DATA PROCESSING IN

1 position · 2 reported rows

Rows Evercore Wealth Management, LLC reported for AUTOMATIC DATA PROCESSING IN, as it reported them
AUTOMATIC DATA PROCESSING IN · COM CUSIP — src ↗	$10.4M	51,332
AUTOMATIC DATA PROCESSING IN · COM CUSIP — src ↗	$630K	3,100

$11.1M

54,432

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC

1 position · 3 reported rows

Rows Evercore Wealth Management, LLC reported for MERCK & CO INC, as it reported them
MERCK & CO INC · COM CUSIP — src ↗	$10.5M	87,232
MERCK & CO INC · COM CUSIP — src ↗	$542K	4,505
MERCK & CO INC · COM CUSIP — src ↗	$7.2K	60

$11.0M

91,797

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCDONALDS CORP

1 position · 2 reported rows

Rows Evercore Wealth Management, LLC reported for MCDONALDS CORP, as it reported them
MCDONALDS CORP · COM CUSIP — src ↗	$9.2M	29,500
MCDONALDS CORP · COM CUSIP — src ↗	$1.6M	5,291

$10.8M

34,791

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION

1 position · 2 reported rows

Rows Evercore Wealth Management, LLC reported for RTX CORPORATION, as it reported them
RTX CORPORATION · COM CUSIP — src ↗	$10.0M	51,832
RTX CORPORATION · COM CUSIP — src ↗	$631K	3,269

$10.6M

55,101

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COCA COLA CO

1 position · 2 reported rows

Rows Evercore Wealth Management, LLC reported for COCA COLA CO, as it reported them
COCA COLA CO · COM CUSIP — src ↗	$9.0M	118,045
COCA COLA CO · COM CUSIP — src ↗	$1.2M	16,407

$10.2M

134,452

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC

1 position · 2 reported rows

Rows Evercore Wealth Management, LLC reported for VISA INC, as it reported them
VISA INC · COM CL A CUSIP — src ↗	$10.0M	33,066
VISA INC · COM CL A CUSIP — src ↗	$165K	545

$10.2M

33,611

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC

1 position · 2 reported rows

Rows Evercore Wealth Management, LLC reported for BROADCOM INC, as it reported them
BROADCOM INC · COM CUSIP — src ↗	$9.9M	31,868
BROADCOM INC · COM CUSIP — src ↗	$5.3K	17

$9.9M

31,885

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STRYKER CORPORATION

1 position · 2 reported rows

Rows Evercore Wealth Management, LLC reported for STRYKER CORPORATION, as it reported them
STRYKER CORPORATION · COM CUSIP — src ↗	$8.4M	25,581
STRYKER CORPORATION · COM CUSIP — src ↗	$1.5M	4,448

$9.9M

30,029

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC

1 position · 2 reported rows

Rows Evercore Wealth Management, LLC reported for WALMART INC, as it reported them
WALMART INC · COM CUSIP — src ↗	$8.2M	65,821
WALMART INC · COM CUSIP — src ↗	$1.5M	12,437

$9.7M

78,258

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P MIDCAP 40

1 position · 2 reported rows

Rows Evercore Wealth Management, LLC reported for STATE STR SPDR S&P MIDCAP 40, as it reported them
STATE STR SPDR S&P MIDCAP 40 · UTSER1 S&PDCRP CUSIP — src ↗	$8.5M	13,780
STATE STR SPDR S&P MIDCAP 40 · UTSER1 S&PDCRP CUSIP — src ↗	$993K	1,610

$9.5M

15,390

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBOTT LABORATORIES

1 position · 2 reported rows

Rows Evercore Wealth Management, LLC reported for ABBOTT LABORATORIES, as it reported them
ABBOTT LABORATORIES · COM CUSIP — src ↗	$7.4M	71,691
ABBOTT LABORATORIES · COM CUSIP — src ↗	$1.7M	16,132

$9.0M

87,823

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO

1 position · 2 reported rows

Rows Evercore Wealth Management, LLC reported for PROCTER & GAMBLE CO, as it reported them
PROCTER & GAMBLE CO · COM CUSIP — src ↗	$8.3M	57,192
PROCTER & GAMBLE CO · COM CUSIP — src ↗	$656K	4,539

$8.9M

61,731

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORACLE CORP

1 position · 2 reported rows

Rows Evercore Wealth Management, LLC reported for ORACLE CORP, as it reported them
ORACLE CORP · COM CUSIP — src ↗	$8.4M	56,903
ORACLE CORP · COM CUSIP — src ↗	$456K	3,100

$8.8M

60,003

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JABIL INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$8.7M

32,796

0.1%

verified against the SEC company list on 2026-09-11 — a reviewed mapping row for this filed issuer name and class (never inferred)

ENTERPRISE PRODS PARTNERS L

1 position · 3 reported rows

Rows Evercore Wealth Management, LLC reported for ENTERPRISE PRODS PARTNERS L, as it reported them
ENTERPRISE PRODS PARTNERS L · COM CUSIP — src ↗	$6.5M	171,962
ENTERPRISE PRODS PARTNERS L · COM CUSIP — src ↗	$1.5M	40,000
ENTERPRISE PRODS PARTNERS L · COM CUSIP — src ↗	$303K	8,000

$8.3M

219,962

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLIED MATLS INC

1 position · 2 reported rows

Rows Evercore Wealth Management, LLC reported for APPLIED MATLS INC, as it reported them
APPLIED MATLS INC · COM CUSIP — src ↗	$7.2M	21,141
APPLIED MATLS INC · COM CUSIP — src ↗	$786K	2,300

$8.0M

23,441

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TEXAS INSTRS INC

1 position · 2 reported rows

Rows Evercore Wealth Management, LLC reported for TEXAS INSTRS INC, as it reported them
TEXAS INSTRS INC · COM CUSIP — src ↗	$6.9M	35,556
TEXAS INSTRS INC · COM CUSIP — src ↗	$857K	4,416

$7.8M

39,972

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MPLX LP

1 position · 2 reported rows

Rows Evercore Wealth Management, LLC reported for MPLX LP, as it reported them
MPLX LP · COM UNIT REP LTD CUSIP — src ↗	$6.8M	120,000
MPLX LP · COM UNIT REP LTD CUSIP — src ↗	$688K	12,053

$7.5M

132,053

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOWES COS INC

1 position · 2 reported rows

Rows Evercore Wealth Management, LLC reported for LOWES COS INC, as it reported them
LOWES COS INC · COM CUSIP — src ↗	$7.1M	30,220
LOWES COS INC · COM CUSIP — src ↗	$367K	1,552

$7.5M

31,772

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMPHENOL CORP

1 position · 2 reported rows

Rows Evercore Wealth Management, LLC reported for AMPHENOL CORP, as it reported them
AMPHENOL CORP · CL A CUSIP — src ↗	$6.9M	54,966
AMPHENOL CORP · CL A CUSIP — src ↗	$106K	840

$7.1M

55,806

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC

1 position · 2 reported rows

Rows Evercore Wealth Management, LLC reported for CATERPILLAR INC, as it reported them
CATERPILLAR INC · COM CUSIP — src ↗	$5.5M	7,729
CATERPILLAR INC · COM CUSIP — src ↗	$822K	1,160

$6.3M

8,889

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMGEN INC

1 position · 2 reported rows

Rows Evercore Wealth Management, LLC reported for AMGEN INC, as it reported them
AMGEN INC · COM CUSIP — src ↗	$5.1M	14,425
AMGEN INC · COM CUSIP — src ↗	$1.2M	3,376

$6.3M

17,801

0.1%

—

SPDR SERIES TRUST

3 positions · 6 reported rows

Rows Evercore Wealth Management, LLC reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$3.9M	49,926
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$884K	3,480
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$605K	2,383
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$318K	2,492
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$212K	2,682
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$192K	1,500

ticker not yet mapped

$6.2M

62,463

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ISHARES BITCOIN TRUST ETF

1 position · 3 reported rows

Rows Evercore Wealth Management, LLC reported for ISHARES BITCOIN TRUST ETF, as it reported them
ISHARES BITCOIN TRUST ETF · SHS BEN INT CUSIP — src ↗	$5.4M	140,206
ISHARES BITCOIN TRUST ETF · SHS BEN INT CUSIP — src ↗	$231K	6,020
ISHARES BITCOIN TRUST ETF · SHS BEN INT CUSIP — src ↗	$177K	4,605

$5.8M

150,831

0.1%

—

ISHARES TR

6 positions · 6 reported rows

Rows Evercore Wealth Management, LLC reported for ISHARES TR, as it reported them
ISHARES TR · MSCI AC ASIA ETF CUSIP — src ↗	$2.5M	25,985
ISHARES TR · ESG OPTIMIZED CUSIP — src ↗	$1.8M	13,358
ISHARES TR · EAFE GRWTH ETF CUSIP — src ↗	$643K	5,775
ISHARES TR · AGENCY BOND ETF CUSIP — src ↗	$303K	2,765
ISHARES TR · NATIONAL MUN ETF CUSIP — src ↗	$300K	2,830
ISHARES TR · 3 7 YR TREAS BD CUSIP — src ↗	$209K	1,760

ticker not yet mapped

$5.7M

52,473

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ILLINOIS TOOL WKS INC

1 position · 2 reported rows

Rows Evercore Wealth Management, LLC reported for ILLINOIS TOOL WKS INC, as it reported them
ILLINOIS TOOL WKS INC · COM CUSIP — src ↗	$4.1M	15,842
ILLINOIS TOOL WKS INC · COM CUSIP — src ↗	$1.5M	5,600

$5.6M

21,442

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INVESCO QQQ TR · UNIT SER 1 CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$5.5M

9,603

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ECOLAB INC

1 position · 2 reported rows

Rows Evercore Wealth Management, LLC reported for ECOLAB INC, as it reported them
ECOLAB INC · COM CUSIP — src ↗	$4.7M	17,625
ECOLAB INC · COM CUSIP — src ↗	$825K	3,100

$5.5M

20,725

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CLOUDFLARE INC · CL A COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$5.3M

25,580

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHECK POINT SOFTWARE TECH LT · ORD CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$5.2M

36,175

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNION PAC CORP

1 position · 2 reported rows

Rows Evercore Wealth Management, LLC reported for UNION PAC CORP, as it reported them
UNION PAC CORP · COM CUSIP — src ↗	$4.1M	17,092
UNION PAC CORP · COM CUSIP — src ↗	$624K	2,572

$4.8M

19,664

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SALESFORCE INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.6M

24,703

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PALANTIR TECHNOLOGIES INC

1 position · 2 reported rows

Rows Evercore Wealth Management, LLC reported for PALANTIR TECHNOLOGIES INC, as it reported them
PALANTIR TECHNOLOGIES INC · CL A CUSIP — src ↗	$2.7M	18,551
PALANTIR TECHNOLOGIES INC · CL A CUSIP — src ↗	$1.8M	12,500

$4.5M

31,051

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GOLDMAN SACHS GROUP INC

1 position · 2 reported rows

Rows Evercore Wealth Management, LLC reported for GOLDMAN SACHS GROUP INC, as it reported them
GOLDMAN SACHS GROUP INC · COM CUSIP — src ↗	$4.1M	4,797
GOLDMAN SACHS GROUP INC · COM CUSIP — src ↗	$338K	400

$4.4M

5,197

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PHILIP MORRIS INTL INC

1 position · 2 reported rows

Rows Evercore Wealth Management, LLC reported for PHILIP MORRIS INTL INC, as it reported them
PHILIP MORRIS INTL INC · COM CUSIP — src ↗	$2.8M	17,013
PHILIP MORRIS INTL INC · COM CUSIP — src ↗	$1.3M	7,907

$4.1M

24,920

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DANAHER CORP DEL

1 position · 2 reported rows

Rows Evercore Wealth Management, LLC reported for DANAHER CORP DEL, as it reported them
DANAHER CORP DEL · COM CUSIP — src ↗	$3.6M	18,826
DANAHER CORP DEL · COM CUSIP — src ↗	$549K	2,896

$4.1M

21,722

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EMERSON ELEC CO

1 position · 2 reported rows

Rows Evercore Wealth Management, LLC reported for EMERSON ELEC CO, as it reported them
EMERSON ELEC CO · COM CUSIP — src ↗	$3.8M	28,913
EMERSON ELEC CO · COM CUSIP — src ↗	$129K	987

$3.9M

29,900

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN EXPRESS CO

1 position · 2 reported rows

Rows Evercore Wealth Management, LLC reported for AMERICAN EXPRESS CO, as it reported them
AMERICAN EXPRESS CO · COM CUSIP — src ↗	$3.7M	12,177
AMERICAN EXPRESS CO · COM CUSIP — src ↗	$144K	475

$3.8M

12,652

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

OREILLY AUTOMOTIVE INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.8M

41,060

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HONEYWELL INTL INC

1 position · 2 reported rows

Rows Evercore Wealth Management, LLC reported for HONEYWELL INTL INC, as it reported them
HONEYWELL INTL INC · COM CUSIP — src ↗	$3.2M	13,993
HONEYWELL INTL INC · COM CUSIP — src ↗	$533K	2,360

$3.7M

16,353

0.1%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 67.7%below median 80.0%
Concentration index: 241 bpsbelow median 446 bps
Positions with value: 722 / 722median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 67.7% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 241 · QoQ moves: 439

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open Evercore Wealth Management, LLC's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).