EP Wealth Advisors, LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings1,496 positions
VANGUARD INDEX FDS | 8.4M | $1.7B | 8.1% | $173.63 | +11.93% | 27 qtrssince 2019-Q2 | Increased 66 |
VANGUARD INDEX FDS | 3.7M | $1.6B | 7.8% | $48.71 | +49.12% | 27 qtrssince 2019-Q2 | Increased 65 |
VANGUARD BD INDEX FDS | 10.2M | $790.4M | 3.9% | $71.97 | +4.50% | 24 qtrssince 2020-Q1 | Increased 68 |
VANGUARD INDEX FDS | 4.1M | $762.9M | 3.8% | $162.74 | +12.13% | 25 qtrssince 2019-Q4 | Increased 62 |
VANGUARD WHITEHALL FDS | 7.2M | $640.4M | 3.1% | $80.60 | +8.61% | 29 qtrssince 2018-Q4 | Increased 64 |
ISHARES TR | 11.7M | $616M | 3.0% | $48.24 | +6.05% | 27 qtrssince 2019-Q2 | Increased 64 |
APPLE | 2.3M | $582.8M | 2.9% | $134.02 | +89.03% | 26 qtrssince 2019-Q3 | Increased 54 |
NVIDIA | 2.6M | $458.3M | 2.3% | $122.02 | +42.61% | 26 qtrssince 2019-Q3 | Increased 59 |
VANGUARD INTL EQUITY INDEX F | 7.7M | $414.7M | 2.0% | $43.48 | +23.93% | 27 qtrssince 2019-Q2 | Increased 57 |
VANGUARD INDEX FDS | 1.6M | $399.2M | 2.0% | $238.53 | +7.61% | 29 qtrssince 2018-Q4 | Increased 54 |
DIMENSIONAL ETF TRUST | 7.2M | $381.4M | 1.9% | $41.84 | +23.72% | 16 qtrssince 2022-Q1 | Increased 58 |
<![CDATA[iShares by Blackrock]]> | 3.2M | $316.7M | 1.6% | $90.85 | +6.69% | 26 qtrssince 2019-Q3 | Increased 56 |
MICROSOFT | 831,319 | $307.7M | 1.5% | $345.47 | +6.72% | 29 qtrssince 2018-Q4 | Increased 50 |
ALPHABET - CLASS A | 1M | $300.8M | 1.5% | $138.28 | +107.70% | 28 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 485,913 | $290.4M | 1.4% | $544.16 | +9.21% | 27 qtrssince 2019-Q2 | Increased 64 |
STATE STR SPDR S&P 500 ETF T | 445,988 | $290M | 1.4% | $462.57 | +39.88% | 29 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM | 1.3M | $276.2M | 1.4% | $141.99 | +46.68% | 26 qtrssince 2019-Q3 | Increased 53 |
DIMENSIONAL ETF TRUST | 4.3M | $268.6M | 1.3% | $51.41 | +20.63% | 16 qtrssince 2022-Q1 | Increased 50 |
BROADCOM | 811,673 | $251.2M | 1.2% | $48.50 | +536.00% | 28 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 382,980 | $250.2M | 1.2% | $595.70 | +9.05% | 29 qtrssince 2018-Q4 | Increased 77 |
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 Score: 3/5.0.
Active quarter - 145 new positions, 125 exits, 586 increased. Top move: IVV (INCREASED, conviction 77). Portfolio: $20.3B across 1496 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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