EP Wealth Advisors, LLC

Est. AUM

$20.22B

13F long equity only

Positions

1,481

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	VALUE ETF	$1.65B	8,418,734	8.17%	SOLE
2	VANGUARD INDEX FDS	GROWTH ETF	$1.59B	3,651,263	7.89%	SOLE
3	VANGUARD BD INDEX FDS	INTERMED TERM	$790.4M	10,240,765	3.91%	SOLE
4	VANGUARD INDEX FDS	MCAP VL IDXVIP	$762.9M	4,140,038	3.77%	SOLE
5	VANGUARD WHITEHALL FDS	INTL DVD ETF	$640.4M	7,239,592	3.17%	SOLE
6	ISHARES TR	ISHS 1-5YR INVS	$616.0M	11,720,729	3.05%	SOLE
7	APPLE INC	COM	$582.8M	2,296,297	2.88%	SOLE
8	NVIDIA CORPORATION	COM	$458.3M	2,627,656	2.27%	SOLE
9	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$414.7M	7,672,486	2.05%	SOLE
10	VANGUARD INDEX FDS	MCAP GR IDXVIP	$399.2M	1,551,126	1.97%	SOLE
11	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$381.4M	7,226,755	1.89%	SOLE
12	ISHARES TR	CORE US AGGBD ET	$316.7M	3,190,653	1.57%	SOLE
13	MICROSOFT CORP	COM	$307.7M	831,319	1.52%	SOLE
14	ALPHABET INC	CAP STK CL A	$300.8M	1,046,211	1.49%	SOLE
15	VANGUARD INDEX FDS	S&P 500 ETF SHS	$290.4M	485,913	1.44%	SOLE
16	STATE STR SPDR S&P 500 ETF T	TR UNIT	$290.0M	445,988	1.43%	SOLE
17	AMAZON COM INC	COM	$276.2M	1,326,047	1.37%	SOLE
18	DIMENSIONAL ETF TRUST	US TARGETED VLU	$268.6M	4,301,015	1.33%	SOLE
19	BROADCOM INC	COM	$251.2M	811,673	1.24%	SOLE
20	ISHARES TR	CORE S&P500 ETF	$250.2M	382,980	1.24%	SOLE
21	VANGUARD INDEX FDS	SML CP GRW ETF	$244.2M	807,814	1.21%	SOLE
22	SELECT SECTOR SPDR TR	STATE STREET TEC	$227.8M	1,714,371	1.13%	SOLE
23	JPMORGAN CHASE & CO	COM	$193.5M	657,750	0.96%	SOLE
24	BLACKROCK ETF TRUST	ISHARES LARGE CA	$186.9M	5,174,560	0.92%	SOLE
25	EXXON MOBIL CORP	COM	$165.6M	976,115	0.82%	SOLE
26	ISHARES TR	US TREAS BD ETF	$160.2M	6,993,963	0.79%	SOLE
27	JOHNSON & JOHNSON	COM	$149.5M	611,615	0.74%	SOLE
28	COSTCO WHOLESALE CORPORATION	COM	$147.8M	148,308	0.73%	SOLE
29	META PLATFORMS INC	CL A	$128.7M	225,005	0.64%	SOLE
30	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$109.1M	227,644	0.54%	SOLE
31	J P MORGAN EXCHANGE TRADED F	SHORT DURA CORE	$105.0M	2,219,401	0.52%	SOLE
32	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$99.8M	2,793,707	0.49%	SOLE
33	ALPHABET INC	CAP STK CL C	$98.7M	343,987	0.49%	SOLE
34	VISA INC	COM CL A	$97.1M	321,164	0.48%	SOLE
35	ISHARES TR	NATIONAL MUN ETF	$90.0M	847,619	0.44%	SOLE
36	VANGUARD INDEX FDS	TOTAL STK MKT	$85.3M	265,766	0.42%	SOLE
37	SCHWAB STRATEGIC TR	US LRG CAP ETF	$81.7M	3,184,837	0.40%	SOLE
38	INVESCO QQQ TR	UNIT SER 1	$81.2M	140,627	0.40%	SOLE
39	CISCO SYS INC	COM	$80.8M	1,041,483	0.40%	SOLE
40	SELECT SECTOR SPDR TR	STATE STREET ENE	$77.9M	1,271,555	0.39%	SOLE
41	BONDBLOXX ETF TRUST	IR M TAXAWARE	$77.4M	1,530,325	0.38%	SOLE
42	MCDONALDS CORP	COM	$75.2M	241,857	0.37%	SOLE
43	ELI LILLY & CO	COM	$74.3M	80,730	0.37%	SOLE
44	ISHARES TR	RUS 1000 GRW ETF	$74.1M	173,688	0.37%	SOLE
45	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$74.0M	1,004,275	0.37%	SOLE
46	HONEYWELL INTL INC	COM	$73.2M	323,794	0.36%	SOLE
47	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$71.4M	1,832,034	0.35%	SOLE
48	STRYKER CORPORATION	COM	$71.1M	216,387	0.35%	SOLE
49	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$68.9M	111,747	0.34%	SOLE
50	PEPSICO INC	COM	$68.0M	438,065	0.34%	SOLE

1–50 of 1,481

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.