EP Wealth Advisors
$20.3B Assets Reported
1,619 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 8,418,734 | $1.7B | 8.1% |
| VUG | VANGUARD INDEX FDS | 3,651,263 | $1.6B | 7.8% |
| BIV | VANGUARD BD INDEX FDS | 10,240,765 | $790M | 3.9% |
| VOE | VANGUARD INDEX FDS | 4,140,038 | $763M | 3.8% |
| VIGI | VANGUARD WHITEHALL FDS | 7,239,592 | $640M | 3.1% |
| IGSB | ISHARES TR | 11,720,729 | $616M | 3.0% |
| AAPL | APPLE INC | 2,296,297 | $583M | 2.9% |
| NVDA | NVIDIA CORPORATION | 2,627,656 | $458M | 2.3% |
| VWO | VANGUARD INTL EQUITY INDEX F | 7,672,486 | $415M | 2.0% |
| VOT | VANGUARD INDEX FDS | 1,551,126 | $399M | 2.0% |
Track EP Wealth Advisors's 13F portfolio: $20.3B in reported holdings, 1,619 positions. Top holdings, AUM, and quarterly changes on SentiSense.