Q2 2026 13F · SEC CIK 1540569

EP Wealth Advisors, LLC

Wealth managerFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $26.2B
Reported positions: 1,713
Top holdings a year, 3 yrs: +17.7%
Assets under management: $45.1B

EP Wealth Advisors, LLC is a wealth manager that reported 1,713 positions worth $26.2B in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Vanguard Index Fds (VUG, 7.7%), Vanguard Index Fds (VTV, 7.5%), Vanguard Bd Index Fds (BIV, 3.6%). A portfolio copying its top holdings returned 17.7% a year over the last 3 years, against 19.0% for the S&P 500.

EP Wealth Advisors, LLC holdings largest 50 of 1,713 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

EP Wealth Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VUGVanguard Index Fds	7.7%	7.8%	23,330,170	+539.0%	$2.0B
VTVVanguard Index Fds	7.5%	8.1%	8,979,182	+6.7%	$2.0B
BIVVanguard Bd Index Fds	3.6%	3.9%	12,178,869	+18.9%	$934.1M
AAPLApple Inc	3.5%	2.9%	3,136,978	+36.6%	$907.7M
VOEVanguard Index Fds	3.4%	3.8%	4,488,689	+8.4%	$887.0M
VIGIVanguard Whitehall Fds	2.9%	3.1%	8,253,048	+14.0%	$770.7M
IGSBIshares Tr	2.7%	3.0%	13,710,330	+17.0%	$718.6M
NVDANvidia Corporation	2.3%	2.3%	3,070,726	+16.9%	$614.4M
VOTVanguard Index Fds	2.1%	2.0%	1,752,727	+13.0%	$536.9M
DFIVDimensional ETF Trust	1.9%	1.9%	9,199,022	+27.3%	$496.9M
AGGIshares Tr	1.5%	1.6%	3,949,910	+23.8%	$391.0M
GOOGLAlphabet Inc	1.5%	1.5%	1,082,743	+3.5%	$386.9M
VBKVanguard Index Fds	1.4%	1.2%	1,020,017	+26.3%	$373.0M
VWOVanguard Intl Equity Index F	1.4%	2.0%	6,231,229	-18.8%	$371.9M
SPYState Str Spdr S&p 500 ETF T	1.4%	1.4%	482,806	+8.3%	$360.5M
MSFTMicrosoft Corp	1.3%	1.5%	939,168	+13.0%	$350.3M
VOOVanguard Index Fds	1.3%	1.4%	505,167	+4.0%	$347.0M
AMZNAmazon Com Inc	1.3%	1.4%	1,431,137	+7.9%	$341.1M
AVGOBroadcom Inc	1.3%	1.2%	883,315	+8.8%	$333.7M
DFATDimensional ETF Trust	1.3%	1.3%	4,751,916	+10.5%	$332.2M
XLKSelect Sector Spdr Tr	1.2%	1.1%	1,697,667	-1.0%	$323.4M
IVVIshares Tr	1.1%	1.2%	384,493	+0.4%	$287.9M
IEMGIshares Inc	1.0%	—	3,176,408	—	$263.1M
JPMJpmorgan Chase & Co	0.9%	1.0%	724,174	+10.1%	$237.0M
BLCVBlackrock ETF Trust	0.8%	0.9%	5,033,084	-2.7%	$207.9M
JNJJohnson & Johnson	0.7%	0.7%	708,767	+15.9%	$180.0M
GOVTIshares Tr	0.6%	0.8%	7,063,645	+1.0%	$160.9M
AMDAdvanced Micro Devices Inc	0.6%	—	274,074	—	$159.2M
METAMeta Platforms Inc	0.6%	0.6%	262,961	+16.9%	$148.1M
COSTCostco Wholesale Corporation	0.6%	0.7%	155,825	+5.1%	$145.8M
GOOGAlphabet Inc	0.5%	0.5%	399,284	+16.1%	$141.1M
QQQInvesco Qqq Tr	0.5%	0.4%	177,229	+26.0%	$130.5M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.5%	255,949	+12.4%	$128.1M
VVisa Inc	0.5%	0.5%	359,913	+12.1%	$123.5M
CSCOCisco Sys Inc	0.5%	0.4%	1,034,410	-0.7%	$121.5M
LLYEli Lilly & Co	0.4%	0.4%	96,123	+19.1%	$115.3M
VTIVanguard Index Fds	0.4%	0.4%	298,954	+12.5%	$110.6M
DFLVDimensional ETF Trust	0.4%	0.5%	2,732,777	-2.2%	$108.1M
MUMicron Technology Inc	0.4%	—	91,513	—	$105.6M
JSCPJpmorgan Short Duration Core Plus ETF	0.4%	0.5%	2,173,607	-2.1%	$102.5M
CMFIshares Tr	0.4%	—	1,691,400	—	$97.5M
IWFIshares Tr	0.4%	0.4%	772,054	+344.5%	$95.9M
SCHXSchwab Strategic Tr	0.4%	0.4%	3,142,065	-1.3%	$92.5M
VTEBVanguard Mun Bd Fds	0.4%	—	1,826,588	—	$92.4M
MUBIshares Tr	0.4%	0.4%	854,384	+0.8%	$91.9M
MDYState Str Spdr S&p Midcap 40	0.3%	0.3%	119,454	+6.9%	$84.0M
PANWPalo Alto Networks Inc	0.3%	—	237,773	—	$81.1M
UNPUnion Pac Corp	0.3%	—	293,323	—	$79.8M
TAXXBondbloxx ETF Trust	0.3%	0.4%	1,569,326	+2.5%	$79.6M
IWDIshares Tr	0.3%	—	319,919	—	$77.6M

What EP Wealth Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VUG Vanguard Index Fds+539.0% shares
IWF Ishares Tr+344.5% shares
AAPL Apple Inc+36.6% shares
DFIV Dimensional ETF Trust+27.3% shares
VBK Vanguard Index Fds+26.3% shares
QQQ Invesco Qqq Tr+26.0% shares
AGG Ishares Tr+23.8% shares
LLY Eli Lilly & Co+19.1% shares

Reduced

VWO Vanguard Intl Equity Index F-18.8% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +10.9% /yr; S&P 500 +14.9%
3 years: +17.7% /yr; S&P 500 +19.0%
5 years: +8.6% /yr; S&P 500 +9.1%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$26.2B	1,713
Q1 2026	$20.3B	1,496
Q4 2025	$19.2B	1,476
Q2 2025	$15.2B	1,420
Q1 2025	$12.5B	1,281
Q4 2024	$12.3B	1,234
Q3 2024	$11.6B	1,181
Q2 2024	$9.4B	859
Q1 2024	$8.6B	833
Q4 2023	$7.8B	814
Q3 2023	$6.4B	752
Q2 2023	$6.9B	685

Questions about EP Wealth Advisors, LLC's portfolio

What stocks does EP Wealth Advisors, LLC own?

EP Wealth Advisors, LLC's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 1,713 positions worth $26.2B. The largest are Vanguard Index Fds (VUG) at 7.7%, Vanguard Index Fds (VTV) at 7.5%, Vanguard Bd Index Fds (BIV) at 3.6%, Apple Inc (AAPL) at 3.5% and Vanguard Index Fds (VOE) at 3.4%.

What did EP Wealth Advisors, LLC buy last quarter?

In Q2 2026, EP Wealth Advisors, LLC added Vanguard Index Fds (VUG) (+539.0% shares), Ishares Tr (IWF) (+344.5% shares) and Apple Inc (AAPL) (+36.6% shares), compared with its Q1 2026 filing.

What did EP Wealth Advisors, LLC sell last quarter?

In Q2 2026, EP Wealth Advisors, LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Select Sector Spdr Tr (XLE), cut from its top 50 Mcdonalds Corp (MCD), cut from its top 50 Vanguard Bd Index Fds (BND), cut from its top 50 Honeywell Intl. Inc (HON) and Vanguard Intl Equity Index F (VWO) (-18.8% shares), compared with its Q1 2026 filing.

How has EP Wealth Advisors, LLC's portfolio performed?

A portfolio copying EP Wealth Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.7% a year over the last 3 years, against +19.0% for the S&P 500. Over 1 year: +10.9% against +14.9%. Over 5 years: +8.6% a year against +9.1%.

When is EP Wealth Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. EP Wealth Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does EP Wealth Advisors, LLC manage?

EP Wealth Advisors, LLC reported $45.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $26.2B.