EP Wealth Advisors
$26.2B 13F equity value
1,907 Holdings
Quarter ended June 30, 2026
The latest 13F on file for EP Wealth Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 23,330,170 | $2.0B | 7.7% |
| VTV | VANGUARD INDEX FDS | 8,979,182 | $2.0B | 7.5% |
| BIV | VANGUARD BD INDEX FDS | 12,178,869 | $934M | 3.6% |
| AAPL | APPLE INC | 3,136,978 | $908M | 3.5% |
| VOE | VANGUARD INDEX FDS | 4,488,689 | $887M | 3.4% |
| VIGI | VANGUARD WHITEHALL FDS | 8,253,048 | $771M | 2.9% |
| IGSB | ISHARES TR | 13,710,330 | $719M | 2.7% |
| NVDA | NVIDIA CORPORATION | 3,070,726 | $614M | 2.3% |
| VOT | VANGUARD INDEX FDS | 1,752,727 | $537M | 2.1% |
| DFIV | DIMENSIONAL ETF TRUST | 9,199,022 | $497M | 1.9% |
Track EP Wealth Advisors's 13F portfolio: $26.2B in reported holdings, 1,907 positions. Top holdings and quarterly changes on SentiSense.
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