EP Wealth Advisors, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1540569
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Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$26.2B
Holdings
1,713
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
EP Wealth Advisors, LLC disclosed 1,713 positions worth $26.2B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 386 new positions and exited 192 — including a new stake in $HONA and a full exit from $XOM.R34088. The portfolio is most concentrated in Other (65.7% of disclosed assets). All figures are sourced directly from EP Wealth Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1540569.
AI Fund Analysis
DiversifyingVANGUARD INDEX FDS - GROWT
7.7% weight
Held 9 quarters
VANGUARD INDEX FDS - VALUE
7.5% weight
Held 9 quarters
VANGUARD BD INDEX FDS - IN
3.6% weight
Held 9 quarters
$AAPL3.5% weight
Held 9 quarters
VANGUARD INDEX FDS - MCAP
3.4% weight
Held 9 quarters
VANGUARD INDEX FDS - GROWT
8 quarters accumulating
VANGUARD BD INDEX FDS - IN
8 quarters accumulating
VANGUARD INDEX FDS - MCAP
8 quarters accumulating
VANGUARD WHITEHALL FDS - I
8 quarters accumulating
ISHARES TR - ISHS 1-5YR IN
8 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD INDEX FDS - GROWTH ETF
—Quality
$2.0B23,330,170 shVANGUARD INDEX FDS - VALUE ETF
—Quality
$2.0B8,979,182 shVANGUARD BD INDEX FDS - INTERMED TERM
—Quality
$934.1M12,178,869 sh- 76.4
Quality
$907.7M3,136,978 sh VANGUARD INDEX FDS - MCAP VL IDXVIP
—Quality
$887.0M4,488,689 shVANGUARD WHITEHALL FDS - INTL DVD ETF
—Quality
$770.7M8,253,048 shISHARES TR - ISHS 1-5YR INVS
—Quality
$718.6M13,710,330 sh- 85.9
Quality
$614.4M3,070,726 sh VANGUARD INDEX FDS - MCAP GR IDXVIP
—Quality
$536.9M1,752,727 shDIMENSIONAL ETF TRUST - INTERNATNAL VAL
—Quality
$496.9M9,199,022 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS - GROWTH ETF | — | $2.0B | 23,330,170 |
| VANGUARD INDEX FDS - VALUE ETF | — | $2.0B | 8,979,182 |
| VANGUARD BD INDEX FDS - INTERMED TERM | — | $934.1M | 12,178,869 |
| Apple Inc.$AAPL | 76.4 | $907.7M | 3,136,978 |
| VANGUARD INDEX FDS - MCAP VL IDXVIP | — | $887.0M | 4,488,689 |
| VANGUARD WHITEHALL FDS - INTL DVD ETF | — | $770.7M | 8,253,048 |
| ISHARES TR - ISHS 1-5YR INVS | — | $718.6M | 13,710,330 |
 NVIDIA CORP$NVDA | 85.9 | $614.4M | 3,070,726 |
| VANGUARD INDEX FDS - MCAP GR IDXVIP | — | $536.9M | 1,752,727 |
| DIMENSIONAL ETF TRUST - INTERNATNAL VAL | — | $496.9M | 9,199,022 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of EP Wealth Advisors, LLC's 1,713 positions.
Showing top 10 of 1,713 holdings.
Sector Allocation
Other
$17.2B
Technology
$4.3B
Financials
$1.5B
Consumer Discretionary
$833.5M
Healthcare
$715.5M
Industrials
$630.7M
Utilities
$321.0M
Consumer Staples
$217.3M
Top Holdings — EP Wealth Advisors, LLC (Q2 2026)
Top 150 of 1,713 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS - GROWTH ETF | $2.0B | 7.7% | +539% | — |
| 2 | — | VANGUARD INDEX FDS - VALUE ETF | $2.0B | 7.5% | +7% | — |
| 3 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $934.1M | 3.6% | +19% | — |
| 4 | $AAPL | Apple Inc. | $907.7M | 3.5% | +37% | 76.4 |
| 5 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $887.0M | 3.4% | +8% | — |
| 6 | — | VANGUARD WHITEHALL FDS - INTL DVD ETF | $770.7M | 2.9% | +14% | — |
| 7 | — | ISHARES TR - ISHS 1-5YR INVS | $718.6M | 2.8% | +17% | — |
| 8 | $NVDA | NVIDIA CORP | $614.4M | 2.4% | +17% | 85.9 |
| 9 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $536.9M | 2.0% | +13% | — |
| 10 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $496.9M | 1.9% | +27% | — |
| 11 | — | ISHARES TR - CORE US AGGBD ET | $391.0M | 1.5% | +24% | — |
| 12 |  $GOOG | Alphabet Inc. | $386.9M | 1.5% | +3% | 78.2 |
| 13 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $373.0M | 1.4% | +26% | — |
| 14 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $371.9M | 1.4% | -19% | — |
| 15 |  $SPY | SPDR S&P 500 ETF TRUST | $360.5M | 1.4% | +8% | — |
| 16 |  $MSFT | MICROSOFT CORP | $350.3M | 1.3% | +13% | 79.8 |
| 17 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $347.0M | 1.3% | +4% | — |
| 18 |  $AMZN | AMAZON COM INC | $341.1M | 1.3% | +8% | 68.7 |
| 19 |  $AVGO | Broadcom Inc. | $333.7M | 1.3% | +9% | 84.5 |
| 20 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $332.2M | 1.3% | +10% | — |
| 21 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $323.4M | 1.2% | -1% | — |
| 22 | — | ISHARES TR - CORE S&P500 ETF | $287.9M | 1.1% | +0% | — |
| 23 | — | ISHARES INC - CORE MSCI EMKT | $263.1M | 1.0% | +1247% | — |
| 24 |  $JPM | JPMORGAN CHASE & CO | $237.0M | 0.9% | +10% | 70.7 |
| 25 | — | BLACKROCK ETF TRUST - ISHA LA VALU ETF | $207.9M | 0.8% | -3% | — |
| 26 |  $JNJ | JOHNSON & JOHNSON | $180.0M | 0.7% | +16% | 69 |
| 27 | — | ISHARES TR - US TREAS BD ETF | $160.9M | 0.6% | +1% | — |
| 28 |  $AMD | ADVANCED MICRO DEVICES INC | $159.2M | 0.6% | +9% | 79.8 |
| 29 |  $META | Meta Platforms, Inc. | $148.1M | 0.6% | +17% | 79.6 |
| 30 |  $COST | COSTCO WHOLESALE CORP /NEW | $145.8M | 0.6% | +5% | 66.2 |
| 31 |  $GOOGL | Alphabet Inc. | $141.1M | 0.5% | +16% | 78.2 |
| 32 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $130.5M | 0.5% | +26% | — |
| 33 |  $BRK.B | BERKSHIRE HATHAWAY INC | $128.1M | 0.5% | +12% | 73.8 |
| 34 |  $V | VISA INC. | $123.5M | 0.5% | +12% | 82.9 |
| 35 |  $CSCO | CISCO SYSTEMS, INC. | $121.5M | 0.5% | -1% | 70.3 |
| 36 |  $LLY | ELI LILLY & Co | $115.3M | 0.4% | +19% | 87.5 |
| 37 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $110.6M | 0.4% | +12% | — |
| 38 | — | DIMENSIONAL ETF TRUST - US LARG VALU ETF | $108.1M | 0.4% | -2% | — |
| 39 |  $MU | MICRON TECHNOLOGY INC | $105.6M | 0.4% | +77% | 86.2 |
| 40 | — | J P MORGAN EXCHANGE TRADED F - SHORT DURA CORE | $102.5M | 0.4% | -2% | — |
| 41 | — | ISHARES TR - CALIF MUN BD ETF | $97.5M | 0.4% | +43% | — |
| 42 | — | ISHARES TR - RUS 1000 GRW ETF | $95.9M | 0.4% | +345% | — |
| 43 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $92.5M | 0.3% | -1% | — |
| 44 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $92.4M | 0.3% | +41% | — |
| 45 | — | ISHARES TR - NATIONAL MUN ETF | $91.9M | 0.3% | +1% | — |
| 46 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $84.0M | 0.3% | +7% | — |
| 47 |  $PANW | Palo Alto Networks Inc | $81.1M | 0.3% | +19% | 65.5 |
| 48 |  $UNP | UNION PACIFIC CORP | $79.8M | 0.3% | +11% | 69.7 |
| 49 | — | BONDBLOXX ETF TRUST - IR M TAXAWARE | $79.6M | 0.3% | +3% | — |
| 50 | — | ISHARES TR - RUS 1000 VAL ETF | $77.6M | 0.3% | +6% | — |
| 51 |  $SYK | STRYKER CORP | $76.6M | 0.3% | +12% | 72.1 |
| 52 |  $MCD | MCDONALDS CORP | $76.4M | 0.3% | +17% | 69 |
| 53 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $74.9M | 0.3% | -1% | — |
| 54 |  $ABBV | AbbVie Inc. | $74.8M | 0.3% | +14% | 72.6 |
| 55 |  $BLK | BlackRock, Inc. | $74.6M | 0.3% | +20% | 70 |
| 56 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | $74.1M | 0.3% | +358% | — |
| 57 | — | ISHARES TR - CORE S&P SCP ETF | $69.9M | 0.3% | +46% | — |
| 58 |  $SNOW | Snowflake Inc. | $69.1M | 0.3% | +483% | 54.9 |
| 59 |  $ORCL | ORACLE CORP | $68.4M | 0.3% | +203% | 66.2 |
| 60 | — | ISHARES TR - ESG AW MSCI EAFE | $67.5M | 0.3% | +6% | — |
| 61 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $66.6M | 0.3% | -10% | — |
| 62 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $66.2M | 0.3% | -2% | — |
| 63 |  $NEE | NEXTERA ENERGY INC | $64.7M | 0.3% | +14% | 64.6 |
| 64 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $64.2M | 0.3% | +4% | — |
| 65 |  $WELL | WELLTOWER INC. | $62.3M | 0.2% | +12% | 59.8 |
| 66 |  $PLD | Prologis, Inc. | $60.7M | 0.2% | +171% | 68.3 |
| 67 |  $WM | WASTE MANAGEMENT INC | $60.4M | 0.2% | +9% | 67.6 |
| 68 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $60.1M | 0.2% | -1% | — |
| 69 |  $VLO | VALERO ENERGY CORP/TX | $59.8M | 0.2% | +2% | 57.8 |
| 70 |  $IVZ | Invesco Ltd. | $57.2M | 0.2% | +34% | — |
| 71 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $55.7M | 0.2% | -0% | — |
| 72 |  $TSLA | Tesla, Inc. | $55.4M | 0.2% | +9% | 53.9 |
| 73 |  $APH | AMPHENOL CORP /DE/ | $55.3M | 0.2% | +29% | 79.3 |
| 74 | $IVZ | Invesco Ltd. | $55.2M | 0.2% | +30% | — |
| 75 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | $54.7M | 0.2% | -0% | — |
| 76 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $53.9M | 0.2% | +2% | — |
| 77 |  $TJX | TJX COMPANIES INC /DE/ | $53.8M | 0.2% | +9% | 68.7 |
| 78 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | $53.7M | 0.2% | +192% | — |
| 79 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $51.7M | 0.2% | -6% | — |
| 80 |  $DELL | Dell Technologies Inc. | $51.6M | 0.2% | +947% | 71.2 |
| 81 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $51.2M | 0.2% | +11% | — |
| 82 |  $KEYS | Keysight Technologies, Inc. | $51.0M | 0.2% | -5% | 71.4 |
| 83 |  $PEP | PEPSICO INC | $50.3M | 0.2% | -15% | 63.4 |
| 84 |  $GS | GOLDMAN SACHS GROUP INC | $49.7M | 0.2% | +1824% | 73.5 |
| 85 |  $MA | Mastercard Inc | $49.5M | 0.2% | +24% | 85.1 |
| 86 |  $XEL | XCEL ENERGY INC | $49.3M | 0.2% | +8% | 56.4 |
| 87 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $48.1M | 0.2% | +3% | — |
| 88 | — | JANUS DETROIT STR TR - HENDERSON MTG | $48.1M | 0.2% | +4% | — |
| 89 |  $AMAT | APPLIED MATERIALS INC /DE | $48.0M | 0.2% | +13% | 72.3 |
| 90 |  $ROK | ROCKWELL AUTOMATION, INC | $48.0M | 0.2% | +2% | 63.6 |
| 91 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $47.9M | 0.2% | +7% | — |
| 92 |  $SO | SOUTHERN CO | $47.0M | 0.2% | +28% | 62 |
| 93 |  $ALL | ALLSTATE CORP | $46.6M | 0.2% | -4% | 78.5 |
| 94 | — | VANGUARD WORLD FD - INF TECH ETF | $46.3M | 0.2% | +728% | — |
| 95 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | $46.3M | 0.2% | -0% | — |
| 96 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $46.0M | 0.2% | -2% | — |
| 97 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | $45.7M | 0.2% | +3% | — |
| 98 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | $45.0M | 0.2% | +289% | — |
| 99 |  $SCHW | SCHWAB CHARLES CORP | $44.6M | 0.2% | +11% | 79.4 |
| 100 | — | ISHARES TR - CORE S&P MCP ETF | $44.4M | 0.2% | +37% | — |
| 101 | $GS | GOLDMAN SACHS GROUP INC | $44.4M | 0.2% | +549% | 73.5 |
| 102 | — | GLOBAL X FDS - US INFR DEV ETF | $43.8M | 0.2% | -0% | — |
| 103 |  $HCA | HCA Healthcare, Inc. | $43.3M | 0.2% | +8% | 68.9 |
| 104 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $43.3M | 0.2% | +628% | — |
| 105 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $42.4M | 0.2% | +15% | — |
| 106 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $41.7M | 0.2% | +1% | — |
| 107 |  $RTX | RTX Corp | $40.6M | 0.2% | +5% | 73.2 |
| 108 |  $NFLX | NETFLIX INC | $40.5M | 0.1% | +17% | 78.8 |
| 109 |  $CL | COLGATE PALMOLIVE CO | $39.2M | 0.1% | +19% | 61.3 |
| 110 |  $HON | HONEYWELL INTERNATIONAL INC | $39.0M | 0.1% | -46% | 65 |
| 111 |  $SPGI | S&P Global Inc. | $38.5M | 0.1% | -28% | 76.1 |
| 112 |  $HD | HOME DEPOT, INC. | $38.4M | 0.1% | +23% | 60.3 |
| 113 |  $WMT | Walmart Inc. | $38.3M | 0.1% | +39% | 60.2 |
| 114 | — | JOHN HANCOCK EXCHANGE TRADED - MULTIFACTOR MI | $37.7M | 0.1% | +2140% | — |
| 115 | — | ISHARES TR - EAFE VALUE ETF | $37.6M | 0.1% | -0% | — |
| 116 |  $HONA | Honeywell Aerospace Inc. | $37.6M | 0.1% | NEW | — |
| 117 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $37.4M | 0.1% | +1% | — |
| 118 |  $CAT | CATERPILLAR INC | $37.0M | 0.1% | +55% | 66.5 |
| 119 | — | SPDR SERIES TRUST - ST STR P500ETF | $36.8M | 0.1% | +251% | — |
| 120 |  $ORLY | O REILLY AUTOMOTIVE INC | $36.6M | 0.1% | +4% | 67.4 |
| 121 |  $MRK | Merck & Co., Inc. | $36.3M | 0.1% | +45% | 59.9 |
| 122 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $36.2M | 0.1% | +411% | — |
| 123 | — | ISHARES TR - SHRT NAT MUN ETF | $36.1M | 0.1% | +35% | — |
| 124 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $35.8M | 0.1% | +50% | — |
| 125 | — | DIMENSIONAL ETF TRUST - US SUSTAINABILTY | $34.3M | 0.1% | +4% | — |
| 126 |  $ADP | AUTOMATIC DATA PROCESSING INC | $34.1M | 0.1% | +33% | 69.8 |
| 127 | — | VANGUARD INDEX FDS - SMALL CP ETF | $33.1M | 0.1% | +3% | — |
| 128 | — | J P MORGAN EXCHANGE TRADED F - US MOMENTUM | $33.0M | 0.1% | +925% | — |
| 129 |  $BRK.A | BERKSHIRE HATHAWAY INC | $32.2M | 0.1% | +48% | 73.8 |
| 130 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $31.9M | 0.1% | +349% | — |
| 131 | — | AMERICAN CENTY ETF TR - US EQT ETF | $31.9M | 0.1% | -0% | — |
| 132 |  $PG | PROCTER & GAMBLE Co | $31.8M | 0.1% | +45% | 64.6 |
| 133 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $31.4M | 0.1% | +87% | — |
| 134 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | $31.0M | 0.1% | +92% | — |
| 135 |  $VST | Vistra Corp. | $30.0M | 0.1% | +1647% | 71.9 |
| 136 |  $GLD | SPDR GOLD TRUST | $29.8M | 0.1% | +48% | — |
| 137 |  $CVX | CHEVRON CORP | $28.6M | 0.1% | +7% | 62.8 |
| 138 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $28.4M | 0.1% | +1201% | — |
| 139 |  $BAC | BANK OF AMERICA CORP /DE/ | $28.3M | 0.1% | +8% | 67.6 |
| 140 |  $ZTS | Zoetis Inc. | $28.2M | 0.1% | +25% | 68.6 |
| 141 | — | ISHARES TR - RUS MD CP GR ETF | $27.9M | 0.1% | -1% | — |
| 142 | — | ISHARES TR - MSCI EAFE ETF | $27.6M | 0.1% | -0% | — |
| 143 | — | ALPS ETF TR - ALERIAN MLP | $26.9M | 0.1% | +1% | — |
| 144 | — | ISHARES TR - CORE MSCI EAFE | $26.4M | 0.1% | -0% | — |
| 145 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $26.1M | 0.1% | -0% | — |
| 146 | — | PGIM ETF TR - PGIM ULTRA SH BD | $25.9M | 0.1% | -2% | — |
| 147 |  $NEM | NEWMONT Corp /DE/ | $25.5M | 0.1% | +395% | 86.8 |
| 148 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $25.5M | 0.1% | +49% | — |
| 149 |  $AMGN | AMGEN INC | $25.5M | 0.1% | +46% | 79.2 |
| 150 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $25.4M | 0.1% | +2% | — |
New Positions (386)
$HONA Honeywell Aerospace Inc.$37.6M J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF$21.0M
INVESCO EXCH TRADED FD TR II - RAFI DVLPD MRKTS$8.9M
ISHARES TR - MRGSTR SM CP GR$8.4M
INVESCO EXCH TRADED FD TR II - S&P INTL QULTY$6.2M
SPDR INDEX SHS FDS - ST INTL CAP ETF$5.3M
$OUST Ouster, Inc.$5.0M PGIM ETF TR - AAA CLO ETF$5.0M
$SGOL abrdn Gold ETF Trust$4.3M FIDELITY COVINGTON TRUST - MSCI RL EST ETF$4.2M
ETF OPPORTUNITIES TRUST - BROO CATA BD ETF$3.7M
INNOVATOR ETFS TRUST - US EQTY BUFR JAN$3.4M
ISHARES TR - IBONDS DEC 2032$3.3M
HARTFORD FDS EXCHANGE TRADED - MUN OPORTUNITE$3.3M
ISHARES TR - IBONDS DEC 2033$3.3M
Exited Positions (192)
$XOM.R34088 EXXON MOBIL CORP
$SKYW SKYWEST INC
$ICUI ICU MEDICAL INC/DE
$LDOS Leidos Holdings, Inc.
$IDA IDACORP INC
$SSD Simpson Manufacturing Co., Inc.
$FICO FAIR ISAAC CORP
$PCAR PACCAR INC
$AKAM AKAMAI TECHNOLOGIES INC
$FNF Fidelity National Financial, Inc.
$KMB KIMBERLY CLARK CORP
$COHR COHERENT CORP.
$MCO MOODYS CORP /DE/
$HOLX HOLOGIC INC
$FOX Fox CorpBrowse Top Institutional Investors
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