EP Wealth Advisors, LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings1,713 positions
Vanguard Index Funds MORNINGSTAR GROWTH ETF | 23.3M | $2B | 7.7% | $50.99 | +79.07% | 28 qtrssince 2019-Q2 | Increased 100 |
VANGUARD INDEX FDS | 9M | $2B | 7.5% | $176.33 | +24.56% | 28 qtrssince 2019-Q2 | Increased 66 |
VANGUARD INTERMEDIATE-TERM BOND ETF | 12.2M | $934.1M | 3.6% | $73.09 | -0.17% | 25 qtrssince 2020-Q1 | Increased 69 |
Apple Inc. | 3.1M | $907.7M | 3.5% | $175.58 | +93.88% | 27 qtrssince 2019-Q3 | Increased 76 |
VANGUARD MORNINGSTAR MID-CAP VALUE ETF | 4.5M | $887M | 3.4% | $165.37 | +21.81% | 26 qtrssince 2019-Q4 | Increased 63 |
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | 8.3M | $770.7M | 2.9% | $82.12 | +14.36% | 30 qtrssince 2018-Q4 | Increased 62 |
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 13.7M | $718.6M | 2.7% | $49.11 | +4.37% | 28 qtrssince 2019-Q2 | Increased 63 |
NVIDIA Corp. | 3.1M | $614.4M | 2.3% | $133.25 | +72.97% | 27 qtrssince 2019-Q3 | Increased 63 |
VANGUARD MORNINGSTAR MID-CAP GROWTH ETF | 1.8M | $536.9M | 2.1% | $246.27 | +20.95% | 30 qtrssince 2018-Q4 | Increased 61 |
DIMENSIONAL INTERNATIONAL VALUE ETF | 9.2M | $496.9M | 1.9% | $44.40 | +24.52% | 17 qtrssince 2022-Q1 | Increased 61 |
ISHARES TR | 3.9M | $391M | 1.5% | $92.80 | +1.97% | 27 qtrssince 2019-Q3 | Increased 60 |
Alphabet Inc. | 1.1M | $386.9M | 1.5% | $145.66 | +139.11% | 29 qtrssince 2019-Q1 | Increased 51 |
Vanguard Index Funds MORNINGSTAR SMALL-CAP GROWTH ETF | 1M | $373M | 1.4% | $277.65 | +22.67% | 18 qtrssince 2021-Q4 | Increased 61 |
Vanguard International Equity Index Funds FTSE EMR MKT ETF | 6.2M | $371.9M | 1.4% | $43.48 | +35.93% | 28 qtrssince 2019-Q2 | Decreased 0 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 482,806 | $360.5M | 1.4% | $484.10 | +59.87% | 30 qtrssince 2018-Q4 | Increased 53 |
Microsoft Corp. | 939,168 | $350.3M | 1.3% | $348.55 | +49.94% | 30 qtrssince 2018-Q4 | Increased 55 |
Vanguard Index Funds S&P 500 ETF SHS | 505,167 | $347M | 1.3% | $549.53 | +29.43% | 28 qtrssince 2019-Q2 | Increased 51 |
Amazon.com, Inc. | 1.4M | $341.1M | 1.3% | $149.06 | +70.44% | 27 qtrssince 2019-Q3 | Increased 53 |
Broadcom Inc | 883,315 | $333.7M | 1.3% | $75.15 | +379.24% | 29 qtrssince 2019-Q1 | Increased 53 |
DIMENSIONAL U.S. TARGETED VALUE ETF | 4.8M | $332.2M | 1.3% | $53.14 | +27.14% | 17 qtrssince 2022-Q1 | Increased 54 |
EP Wealth Advisors, LLC manages $26.2B across 1713 positions as of Q2 2026. Top holdings: VUG (7.7%), VTV (7.5%), BIV (3.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 413 new positions, 196 exits, 895 increased. Top move: VUG (INCREASED, conviction 100). Portfolio: $26.2B across 1713 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR