EP Wealth Advisors, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD INDEX FDS | $1.69B | 8.8% |
| VANGUARD INDEX FDS | $1.51B | 7.9% |
| VANGUARD INDEX FDS | $692.82M | 3.6% |
| VANGUARD BD INDEX FDS | $672.56M | 3.5% |
| Apple Inc. | $622.91M | 3.2% |
| VANGUARD WHITEHALL FDS | $597.46M | 3.1% |
| ISHARES TR | $556.14M | 2.9% |
| NVIDIA Corp | $448.66M | 2.3% |
| MICROSOFT CORP | $394.74M | 2.1% |
| VANGUARD INDEX FDS | $392.29M | 2.0% |
| VANGUARD INTL EQUITY INDEX F | $386.33M | 2.0% |
| Alphabet Inc. | $330.81M | 1.7% |
| SPDR S&P 500 ETF TR | $318.39M | 1.7% |
| DIMENSIONAL ETF TRUST | $304.33M | 1.6% |
| Broadcom Inc. | $296.40M | 1.5% |
| Amazon.com Inc | $280.91M | 1.5% |
| ISHARES TR | $277.72M | 1.4% |
| DIMENSIONAL ETF TRUST | $249.08M | 1.3% |
| VANGUARD INDEX FDS | $234.54M | 1.2% |
| SELECT SECTOR SPDR TR | $234.25M | 1.2% |
| VANGUARD INDEX FDS | $221.83M | 1.2% |
| JPMORGAN CHASE & CO | $208.34M | 1.1% |
| ADVISOR MANAGED PORTFOLIOS | $191.27M | 1.0% |
| iShares MSCI UAE ETF | $151.29M | 0.8% |
| Meta Platforms Inc | $136.83M | 0.7% |
| ISHARES TR | $136.04M | 0.7% |
| JOHNSON & JOHNSON | $129.85M | 0.7% |
| COSTCO WHOLESALE CORP /NEW | $129.16M | 0.7% |
| EXXON MOBIL CORP | $120.97M | 0.6% |
| Warren E. Buffett | $119.45M | 0.6% |
| Alphabet Inc. | $111.43M | 0.6% |
| DIMENSIONAL ETF TRUST | $106.97M | 0.6% |
| J P MORGAN EXCHANGE TRADED F | $101.68M | 0.5% |
| Visa Inc | $100.35M | 0.5% |
| VANGUARD INDEX FDS | $86.69M | 0.5% |
| SCHWAB STRATEGIC TR | $86.56M | 0.4% |
| ISHARES TR | $84.08M | 0.4% |
| ISHARES TR | $83.31M | 0.4% |
| CISCO SYSTEMS, INC. | $81.17M | 0.4% |
| ELI LILLY & Co | $80.90M | 0.4% |
| INVESCO QQQ TR | $79.73M | 0.4% |
| MCDONALD'S CORP | $72.99M | 0.4% |
| DIMENSIONAL ETF TRUST | $72.61M | 0.4% |
| STRYKER CORP | $72.39M | 0.4% |
| BONDBLOXX ETF TRUST | $68.76M | 0.4% |
| BlackRock, Inc. | $68.73M | 0.4% |
| VANGUARD SCOTTSDALE FDS | $67.77M | 0.4% |
| S&P Global Inc. | $67.39M | 0.4% |
| ISHARES TR | $67.28M | 0.3% |
| ISHARES TR | $64.86M | 0.3% |