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EP Wealth Advisors, LLC

Q2 2026 13F filing

Updated 30 days ago

1,714 disclosed positions worth $26.2B

Portfolio value
$26.2B
Total holdings
1,714
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-12

Full holdings

Every line item disclosed in Q2 2026

V

VANGUARD INDEX FDS

Value
$2B
Shares
23.33M
% Port
7.68%
V

VANGUARD INDEX FDS

Value
$2B
Shares
8.98M
% Port
7.48%
V

VANGUARD BD INDEX FDS

Value
$934.1M
Shares
12.18M
% Port
3.57%
A

APPLE INC

Value
$907.7M
Shares
3.14M
% Port
3.47%
V

VANGUARD INDEX FDS

Value
$887M
Shares
4.49M
% Port
3.39%
V

VANGUARD WHITEHALL FDS

Value
$770.7M
Shares
8.25M
% Port
2.94%
E

ISHARES TR

Value
$718.6M
Shares
13.71M
% Port
2.75%
N

NVIDIA CORPORATION

Value
$614.4M
Shares
3.07M
% Port
2.35%
V

VANGUARD INDEX FDS

Value
$536.9M
Shares
1.75M
% Port
2.05%
?
10.N/A

DIMENSIONAL ETF TRUST

Value
$496.9M
Shares
9.20M
% Port
1.90%
E
11.ETHA

ISHARES TR

Value
$391M
Shares
3.95M
% Port
1.49%
G

ALPHABET INC

Value
$386.9M
Shares
1.08M
% Port
1.48%
T
13.THQ

VANGUARD INDEX FDS

Value
$373M
Shares
1.02M
% Port
1.43%
V
14.VGES

VANGUARD INTL EQUITY INDEX F

Value
$371.9M
Shares
6.23M
% Port
1.42%
S
15.SPY

STATE STR SPDR S&P 500 ETF T

Value
$360.5M
Shares
482.8K
% Port
1.38%
M
16.MSFT

MICROSOFT CORP

Value
$350.3M
Shares
939.2K
% Port
1.34%
V
17.VGES

VANGUARD INDEX FDS

Value
$347M
Shares
505.2K
% Port
1.33%
A
18.AMZN

AMAZON COM INC

Value
$341.1M
Shares
1.43M
% Port
1.30%
A
19.AVGO

BROADCOM INC

Value
$333.7M
Shares
883.3K
% Port
1.28%
?
20.N/A

DIMENSIONAL ETF TRUST

Value
$332.2M
Shares
4.75M
% Port
1.27%
S

SELECT SECTOR SPDR TR

Value
$323.4M
Shares
1.70M
% Port
1.24%
E
22.ETHA

ISHARES TR

Value
$287.9M
Shares
384.5K
% Port
1.10%
E
23.ETHA

ISHARES INC

Value
$263.1M
Shares
3.18M
% Port
1.01%
J

JPMorgan Chase & Co

Value
$237M
Shares
724.2K
% Port
0.91%
?
25.N/A

BLACKROCK ETF TRUST

Value
$207.9M
Shares
5.03M
% Port
0.79%
J
26.JNJ

Johnson & Johnson

Value
$180M
Shares
708.8K
% Port
0.69%
E
27.ETHA

ISHARES TR

Value
$160.9M
Shares
7.06M
% Port
0.61%
A
28.AMD

Advanced Micro Devices Inc

Value
$159.2M
Shares
274.1K
% Port
0.61%
M
29.META

META PLATFORMS INC

Value
$148.1M
Shares
263.0K
% Port
0.57%
C
30.COST

COSTCO WHOLESALE CORPORATION

Value
$145.8M
Shares
155.8K
% Port
0.56%
G

ALPHABET INC

Value
$141.1M
Shares
399.3K
% Port
0.54%
Q
32.QQQ

INVESCO QQQ TR

Value
$130.5M
Shares
177.2K
% Port
0.50%
B

BERKSHIRE HATHAWAY INC DEL

Value
$128.1M
Shares
255.9K
% Port
0.49%
V
34.V

VISA INC

Value
$123.5M
Shares
359.9K
% Port
0.47%
C
35.CSCO

CISCO SYS INC

Value
$121.5M
Shares
1.03M
% Port
0.46%
L
36.LLY

ELI LILLY & CO

Value
$115.3M
Shares
96.1K
% Port
0.44%
V
37.VGES

VANGUARD INDEX FDS

Value
$110.6M
Shares
299.0K
% Port
0.42%
?
38.N/A

DIMENSIONAL ETF TRUST

Value
$108.1M
Shares
2.73M
% Port
0.41%
M
39.MU

Micron Technology Inc

Value
$105.6M
Shares
91.5K
% Port
0.40%
?
40.N/A

J P MORGAN EXCHANGE TRADED F

Value
$102.5M
Shares
2.17M
% Port
0.39%
E
41.ETHA

ISHARES TR

Value
$97.5M
Shares
1.69M
% Port
0.37%
E
42.ETHA

ISHARES TR

Value
$95.9M
Shares
772.1K
% Port
0.37%
S

SCHWAB STRATEGIC TR

Value
$92.5M
Shares
3.14M
% Port
0.35%
V
44.VGES

VANGUARD MUN BD FDS

Value
$92.4M
Shares
1.83M
% Port
0.35%
E
45.ETHA

ISHARES TR

Value
$91.9M
Shares
854.4K
% Port
0.35%
M
46.MDY

STATE STR SPDR S&P MIDCAP 40

Value
$84M
Shares
119.5K
% Port
0.32%
P
47.PANW

Palo Alto Networks Inc

Value
$81.1M
Shares
237.8K
% Port
0.31%
U
48.UNP

UNION PAC CORP

Value
$79.8M
Shares
293.3K
% Port
0.30%
?
49.N/A

BONDBLOXX ETF TRUST

Value
$79.6M
Shares
1.57M
% Port
0.30%
E
50.ETHA

ISHARES TR

Value
$77.6M
Shares
319.9K
% Port
0.30%