How many stocks does EP Wealth Advisors, LLC own?

As of Q2 2026, EP Wealth Advisors, LLC holds 1,713 positions in their 13F portfolio.

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

VUG at 7.7% of portfolio, worth $2B.

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

$26.2B as of Q2 2026, tracked across 1,713 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 Q2 2026?

View EP Wealth Advisors, LLC's latest portfolio changes, new positions, and exits for Q2 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

Institutional investor · Portfolio as of Q2 2026

Q2 2026

SEC 13F snapshot

Top Holdings1,713 positions

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Activity:

				Price Trend
VUG ETF VANGUARD INDEX FDS	23.3M	$2B	7.7%	—	$50.99	+66.72%	28 qtrssince 2019-Q2	Increased 66
VTV ETF VANGUARD INDEX FDS	9M	$2B	7.5%	—	$176.33	+29.89%	28 qtrssince 2019-Q2	Increased 66
BIV ETF VANGUARD BD INDEX FDS	12.2M	$934.1M	3.6%	—	$72.53	+1.11%	25 qtrssince 2020-Q1	Increased 69
AAPL Apple Inc.	3.1M	$907.7M	3.5%	—	$175.45	+102.27%	27 qtrssince 2019-Q3	Increased 76
VOE ETF VANGUARD INDEX FDS	4.5M	$887M	3.4%	—	$165.37	+27.71%	26 qtrssince 2019-Q4	Increased 63
VIGI ETF VANGUARD WHITEHALL FDS	8.3M	$770.7M	2.9%	—	$82.12	+20.80%	30 qtrssince 2018-Q4	Increased 62
IGSB ETF ISHARES TR	13.7M	$718.6M	2.7%	—	$48.73	+5.11%	28 qtrssince 2019-Q2	Increased 63
NVDA NVIDIA Corporation	3.1M	$614.4M	2.3%	—	$133.25	+26.75%	27 qtrssince 2019-Q3	Increased 63
VOT ETF VANGUARD INDEX FDS	1.8M	$536.9M	2.1%	—	$246.27	+16.62%	30 qtrssince 2018-Q4	Increased 61
DFIV ETF DIMENSIONAL ETF TRUST	9.2M	$496.9M	1.9%	—	$44.40	+27.72%	17 qtrssince 2022-Q1	Increased 61
AGG ETF ISHARES TR	3.9M	$391M	1.5%	—	$92.15	+3.33%	27 qtrssince 2019-Q3	Increased 60
GOOGL Alphabet Inc.	1.1M	$386.9M	1.5%	—	$145.66	+105.06%	29 qtrssince 2019-Q1	Increased 51
VBK ETF VANGUARD INDEX FDS	1M	$373M	1.4%	—	$277.65	+18.55%	18 qtrssince 2021-Q4	Increased 61
VWO ETF VANGUARD INTL EQUITY INDEX F	6.2M	$371.9M	1.4%	—	$43.48	+29.79%	28 qtrssince 2019-Q2	Decreased 0
SPY ETF STATE STR SPDR S&P 500 ETF T	482,806	$360.5M	1.4%	—	$484.10	+54.91%	30 qtrssince 2018-Q4	Increased 53
MSFT Microsoft Corporation	939,168	$350.3M	1.3%	—	$348.55	+52.97%	30 qtrssince 2018-Q4	Increased 55
VOO ETF VANGUARD INDEX FDS	505,167	$347M	1.3%	—	$549.53	+26.65%	28 qtrssince 2019-Q2	Increased 51
AMZN Amazon.com, Inc.	1.4M	$341.1M	1.3%	—	$149.06	+79.42%	27 qtrssince 2019-Q3	Increased 53
AVGO Broadcom Inc.	883,315	$333.7M	1.3%	—	$75.15	+384.85%	29 qtrssince 2019-Q1	Increased 53
DFAT ETF DIMENSIONAL ETF TRUST	4.8M	$332.2M	1.3%	—	$53.14	+31.36%	17 qtrssince 2022-Q1	Increased 54

$26.2B

AUM

1,713

Positions

Q2 2026

Filing

HI rating · 3.5/5

Quarterly 13F Value Change

Reported 13F value ($B)

Reported 13F values and quarter-over-quarter reported value changes; not investment returns.
Quarter	Reported value in US dollars	Reported value change
2024-Q4	$12,253,640,371	5.31767616302%
2025-Q1	$12,518,017,050	2.15753580973%
2025-Q2	$15,215,522,201	21.5489812821%
2025-Q4	$19,246,902,407	26.4951813861%
2026-Q1	$20,340,649,835	5.68271924942%
2026-Q2	$26,169,320,775	28.6552838148%