How many stocks does EP Wealth Advisors, LLC own?

As of Q1 2026, EP Wealth Advisors, LLC holds 1,496 positions in their 13F portfolio.

What is EP Wealth Advisors, LLC's largest holding?

VTV at 8.1% of portfolio, worth $1.7B.

What is EP Wealth Advisors, LLC's total portfolio value?

$20.3B as of Q1 2026, tracked across 1,496 holdings.

Is EP Wealth Advisors, LLC a hedge fund?

EP Wealth Advisors, LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does EP Wealth Advisors, LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has EP Wealth Advisors, LLC's portfolio changed in Q1 2026?

View EP Wealth Advisors, LLC's latest portfolio changes, new positions, and exits for Q1 2026 on HoldingsIntel.

What is EP Wealth Advisors, LLC's investment strategy?

EP Wealth Advisors, LLC is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

EP Wealth Advisors, LLC Holdings Q1 2026 - Portfolio & Conviction Scores | HoldingsIntel

EP Wealth Advisors, LLC

Institutional investor · Portfolio as of Q1 2026

Elite(5.0 / 5.0)

$20.3B

AUM

1,496

Positions

145

New

Q1 2026

Filing Period

Quarterly Portfolio Change

SEC EDGAR SourceSEC Filings

EP Wealth Advisors, LLC manages $20.3B across 1496 positions as of Q1 2026. Top holdings: VTV (8.1%), VUG (7.8%), BIV (3.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 5/5.0.

Q1 2026 Summary

Active quarter - 145 new positions, 125 exits, 586 increased. Top move: BIV (INCREASED, conviction 68). Portfolio: $20.3B across 1496 positions.

Portfolio Allocation

Top holdings by portfolio weight

VTV8.12%

VUG7.84%

BIV3.89%

VOE3.75%

VIGI3.15%

IGSB3.03%

AAPL2.87%

NVDA2.25%

VWO2.04%

VOT1.96%

Other1.88%

Similar Funds

Funds with similar investing DNA

Fisher Asset Management, LLC

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

APP17Q held

APPLOVIN CORP

Avg $77.34 · $1.3M est. P&L

Est. P&L

+544.91%

SNDK2Q held

SANDISK CORP

Avg $240.22 · $3M est. P&L

Est. P&L

+485.97%

STX3Q held

SEAGATE TECHNOLOGY HLDNGS PL

Avg $149.65 · $1.2M est. P&L

Est. P&L

+431.56%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings1,496 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
VTV ETF VANGUARD INDEX FDS	8.4M	$1.7B	8.1%	—	$177.59	+16.37%	27 qtrssince 2019-Q2	Increased 66
VUG ETF VANGUARD INDEX FDS	3.7M	$1.6B	7.8%	—	$294.26	-70.29%	27 qtrssince 2019-Q2	Increased 65
BIV ETF VANGUARD BD INDEX FDS	10.2M	$790.4M	3.9%	—	$74.29	+2.38%	24 qtrssince 2020-Q1	Increased 68
VOE ETF VANGUARD INDEX FDS	4.1M	$762.9M	3.8%	—	$166.21	+14.72%	25 qtrssince 2019-Q4	Increased 62
VIGI ETF VANGUARD WHITEHALL FDS	7.2M	$640.4M	3.1%	—	$82.21	+12.07%	29 qtrssince 2018-Q4	Increased 64
IGSB ETF ISHARES TR	11.7M	$616M	3.0%	—	$49.76	+5.00%	27 qtrssince 2019-Q2	Increased 64
AAPL APPLE INC	2.3M	$582.8M	2.9%	—	$148.50	+102.18%	26 qtrssince 2019-Q3	Increased 54
NVDA NVIDIA CORPORATION	2.6M	$458.3M	2.3%	—	$144.28	+59.53%	26 qtrssince 2019-Q3	Increased 59
VWO ETF VANGUARD INTL EQUITY INDEX F	7.7M	$414.7M	2.0%	—	$43.74	+33.61%	27 qtrssince 2019-Q2	Increased 57
VOT ETF VANGUARD INDEX FDS	1.6M	$399.2M	2.0%	—	$241.29	+18.33%	29 qtrssince 2018-Q4	Increased 54
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