Home › EP Wealth Advisors, LLC

EP Wealth Advisors, LLC 13F holdings

Filed 2026-08-12 · EP Wealth Advisors, LLC · 1,714 positions · $26.2B

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
VUGVANGUARD INDEX FDS23.3M$2.0B7.7%
VTVVANGUARD INDEX FDS9.0M$2.0B7.5%
BIVVANGUARD BD INDEX FDS12.2M$934.1M3.6%
AAPLAPPLE INC3.1M$907.7M3.5%
VOEVANGUARD INDEX FDS4.5M$887.0M3.4%
VIGIVANGUARD WHITEHALL FDS8.3M$770.7M2.9%
IGSBISHARES TR13.7M$718.6M2.7%
NVDANVIDIA CORPORATION3.1M$614.4M2.3%
VOTVANGUARD INDEX FDS1.8M$536.9M2.1%
DFIVDIMENSIONAL ETF TRUST9.2M$496.9M1.9%
AGGISHARES TR3.9M$391.0M1.5%
GOOGLALPHABET INC1.1M$386.9M1.5%
VBKVANGUARD INDEX FDS1.0M$373.0M1.4%
VWOVANGUARD INTL EQUITY INDEX F6.2M$371.9M1.4%
SPYSTATE STR SPDR S&P 500 ETF T482.8K$360.5M1.4%
MSFTMICROSOFT CORP939.2K$350.3M1.3%
VOOVANGUARD INDEX FDS505.2K$347.0M1.3%
AMZNAMAZON COM INC1.4M$341.1M1.3%
AVGOBROADCOM INC883.3K$333.7M1.3%
DFATDIMENSIONAL ETF TRUST4.8M$332.2M1.3%
XLKSELECT SECTOR SPDR TR1.7M$323.4M1.2%
IVVISHARES TR384.5K$287.9M1.1%
ACWIISHARES INC3.2M$263.1M1.0%
JPMJPMorgan Chase & Co724.2K$237.0M0.9%
—BLACKROCK ETF TRUST5.0M$207.9M0.8%
JNJJohnson & Johnson708.8K$180.0M0.7%
GOVTISHARES TR7.1M$160.9M0.6%
AMDAdvanced Micro Devices Inc274.1K$159.2M0.6%
METAMETA PLATFORMS INC263.0K$148.1M0.6%
COSTCOSTCO WHOLESALE CORPORATION155.8K$145.8M0.6%
GOOGALPHABET INC399.3K$141.1M0.5%
QQQINVESCO QQQ TR177.2K$130.5M0.5%
BRK-BBERKSHIRE HATHAWAY INC DEL255.9K$128.1M0.5%
VVISA INC359.9K$123.5M0.5%
CSCOCISCO SYS INC1.0M$121.5M0.5%
LLYELI LILLY & CO96.1K$115.3M0.4%
VTIVANGUARD INDEX FDS299.0K$110.6M0.4%
DFLVDIMENSIONAL ETF TRUST2.7M$108.1M0.4%
MUMicron Technology Inc91.5K$105.6M0.4%
JSCPJ P MORGAN EXCHANGE TRADED F2.2M$102.5M0.4%
CMFISHARES TR1.7M$97.5M0.4%
IWFISHARES TR772.1K$95.9M0.4%
SCHXSCHWAB STRATEGIC TR3.1M$92.5M0.4%
VTEBVANGUARD MUN BD FDS1.8M$92.4M0.4%
MUBISHARES TR854.4K$91.9M0.4%
MDYSTATE STR SPDR S&P MIDCAP 40119.5K$84.0M0.3%
PANWPalo Alto Networks Inc237.8K$81.1M0.3%
UNPUNION PAC CORP293.3K$79.8M0.3%
TAXXBONDBLOXX ETF TRUST1.6M$79.6M0.3%
IWDISHARES TR319.9K$77.6M0.3%
SYKSTRYKER CORPORATION243.3K$76.6M0.3%
MCDMCDONALDS CORP282.6K$76.4M0.3%
DFAIDIMENSIONAL ETF TRUST1.8M$74.9M0.3%
ABBVABBVIE INC297.3K$74.8M0.3%
BLKBlackRock Inc77.6K$74.6M0.3%
JQUAJ P MORGAN EXCHANGE TRADED F1.0M$74.1M0.3%
IJRISHARES TR471.1K$69.9M0.3%
SNOWSnowflake Inc271.7K$69.1M0.3%
ORCLOracle Corp466.8K$68.4M0.3%
ESGDISHARES TR656.5K$67.5M0.3%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}