Institutions / EP Wealth Advisors, LLC

EP Wealth Advisors, LLC

CIK 1540569 · Institution · as of Dec 31, 2025

Portfolio value

$19.25B

Positions

1,476

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 1,476 →

Company	Class	Value	Shares	% of portfolio
Vanguard Index Fds	—	$1.69B	3,464,230	8.8%
Vanguard Index Fds	—	$1.51B	7,915,910	7.9%
Vanguard Index Fds	—	$692.82M	3,906,096	3.6%
Vanguard Bd Index Fds	—	$672.56M	8,635,792	3.5%
Apple Inc.	—	$622.91M	2,291,304	3.2%
Vanguard Whitehall Fds	—	$597.46M	6,533,152	3.1%
iShares Tr	—	$556.14M	10,517,099	2.9%
NVIDIA Corp	—	$448.66M	2,405,666	2.3%
Microsoft Corp	—	$394.74M	816,222	2.1%
Vanguard Index Fds	—	$392.29M	1,405,344	2.0%
Vanguard Intl Equity Index F	—	$386.33M	7,186,168	2.0%
Alphabet Inc.	—	$330.81M	1,056,915	1.7%
SPDR S&P 500 ETF Tr	—	$318.39M	466,906	1.7%
Dimensional ETF Trust	—	$304.33M	6,098,853	1.6%
Broadcom Inc.	—	$296.40M	856,403	1.5%
Amazon.com Inc	—	$280.91M	1,217,007	1.5%
iShares Tr	—	$277.72M	2,780,493	1.4%
Dimensional ETF Trust	—	$249.08M	4,183,471	1.3%
Vanguard Index Fds	—	$234.54M	776,329	1.2%
Select Sector SPDR Tr	—	$234.25M	1,627,052	1.2%
Vanguard Index Fds	—	$221.83M	353,724	1.2%
JPMorgan Chase & Co	—	$208.34M	646,590	1.1%
Advisor Managed Portfolios	—	$191.27M	4,090,871	1.0%
iShares MSCI UAE ETF	—	$151.29M	6,570,523	0.8%
Meta Platforms Inc	—	$136.83M	207,297	0.7%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.