EP Wealth Advisors, LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings1,713 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD GROWTH ETF | 23.3M | $2B | 7.7% | $80.29 | +9.43% | 28 qtrssince 2019-Q2 | Increased 100 |
VANGUARD VALUE ETF | 9M | $2B | 7.5% | $180.11 | +25.66% | 28 qtrssince 2019-Q2 | Increased 66 |
VANGUARD INTERMEDIATE-TERM B | 12.2M | $934.1M | 3.6% | $73.09 | +3.28% | 25 qtrssince 2020-Q1 | Increased 69 |
APPLE INC | 3.1M | $907.7M | 3.5% | $186.62 | +63.75% | 27 qtrssince 2019-Q3 | Increased 76 |
VANGUARD MID-CAP VALUE ETF | 4.5M | $887M | 3.4% | $168.65 | +23.90% | 26 qtrssince 2019-Q4 | Increased 63 |
VANGUARD INT DIV APP INDX FD | 8.3M | $770.7M | 2.9% | $83.58 | +17.03% | 30 qtrssince 2018-Q4 | Increased 62 |
ISHARES 1-5Y INV GRADE CORP | 13.7M | $718.6M | 2.7% | $49.11 | +6.16% | 28 qtrssince 2019-Q2 | Increased 63 |
NVIDIA CORP | 3.1M | $614.4M | 2.3% | $152.33 | +44.25% | 27 qtrssince 2019-Q3 | Increased 63 |
VANGUARD MID-CAP GROWTH ETF | 1.8M | $536.9M | 2.1% | $248.77 | +23.18% | 30 qtrssince 2018-Q4 | Increased 61 |
DIMENSIONAL INTERNATIONAL VA | 9.2M | $496.9M | 1.9% | $45.30 | +27.40% | 17 qtrssince 2022-Q1 | Increased 61 |
ISHARES TR | 3.9M | $391M | 1.5% | $92.80 | +4.90% | 27 qtrssince 2019-Q3 | Increased 60 |
ALPHABET INC-CL A | 1.1M | $386.9M | 1.5% | $145.82 | +136.04% | 29 qtrssince 2019-Q1 | Increased 51 |
VANGUARD SMALL-CAP GRWTH ETF | 1M | $373M | 1.4% | $279.36 | +28.30% | 18 qtrssince 2021-Q4 | Increased 61 |
VANGUARD FTSE EMERGING MARKETS | 6.2M | $371.9M | 1.4% | $43.74 | +38.07% | 28 qtrssince 2019-Q2 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 482,806 | $360.5M | 1.4% | $487.30 | +57.49% | 30 qtrssince 2018-Q4 | Increased 53 |
MICROSOFT CORP | 939,168 | $350.3M | 1.3% | $350.79 | +37.30% | 30 qtrssince 2018-Q4 | Increased 55 |
VANGUARD S&P 500 ETF | 505,167 | $347M | 1.3% | $560.53 | +25.85% | 28 qtrssince 2019-Q2 | Increased 51 |
AMAZON.COM INC | 1.4M | $341.1M | 1.3% | $146.03 | +77.66% | 27 qtrssince 2019-Q3 | Increased 53 |
BROADCOM INC | 883,315 | $333.7M | 1.3% | $177.38 | +114.23% | 29 qtrssince 2019-Q1 | Increased 53 |
DIMENSIONAL US TARGET VALUE | 4.8M | $332.2M | 1.3% | $53.78 | +33.23% | 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 Rating: 5/5.0.
Active quarter - 411 new positions, 194 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
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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