EP Wealth Advisors, LLC

Est. AUM

$20.2M

13F long equity, this entity 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	$1.7M	8418734	8.16%	SOLE
2	VANGUARD INDEX FDS	GROWTH ETF	$1.6M	3651263	7.88%	SOLE
3	VANGUARD BD INDEX FDS	INTERMED TERM	$790K	10240765	3.91%	SOLE
4	VANGUARD INDEX FDS	MCAP VL IDXVIP	$762K	4140038	3.77%	SOLE
5	VANGUARD WHITEHALL FDS	INTL DVD ETF	$640K	7239592	3.16%	SOLE
6	ISHARES TR	ISHS 1-5YR INVS	$616K	11720729	3.05%	SOLE
7	APPLE INC	COM	$582K	2296297	2.88%	SOLE
8	NVIDIA CORPORATION	COM	$458K	2627656	2.26%	SOLE
9	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$414K	7672486	2.05%	SOLE
10	VANGUARD INDEX FDS	MCAP GR IDXVIP	$399K	1551126	1.97%	SOLE
11	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$381K	7226755	1.88%	SOLE
12	ISHARES TR	CORE US AGGBD ET	$316K	3190653	1.56%	SOLE
13	MICROSOFT CORP	COM	$307K	831319	1.52%	SOLE
14	ALPHABET INC	CAP STK CL A	$300K	1046211	1.48%	SOLE
15	STATE STR SPDR S&P 500 ETF T	TR UNIT	$290K	445988	1.43%	SOLE
16	VANGUARD INDEX FDS	S&P 500 ETF SHS	$290K	485913	1.43%	SOLE
17	AMAZON COM INC	COM	$276K	1326047	1.36%	SOLE
18	DIMENSIONAL ETF TRUST	US TARGETED VLU	$268K	4301015	1.33%	SOLE
19	BROADCOM INC	COM	$251K	811673	1.24%	SOLE
20	ISHARES TR	CORE S&P500 ETF	$250K	382980	1.24%	SOLE
21	VANGUARD INDEX FDS	SML CP GRW ETF	$244K	807814	1.21%	SOLE
22	SELECT SECTOR SPDR TR	STATE STREET TEC	$227K	1714371	1.12%	SOLE
23	JPMORGAN CHASE & CO	COM	$193K	657750	0.95%	SOLE
24	BLACKROCK ETF TRUST	ISHARES LARGE CA	$186K	5174560	0.92%	SOLE
25	EXXON MOBIL CORP	COM	$165K	976115	0.82%	SOLE
26	ISHARES TR	US TREAS BD ETF	$160K	6993963	0.79%	SOLE
27	JOHNSON & JOHNSON	COM	$149K	611615	0.74%	SOLE
28	COSTCO WHOLESALE CORPORATION	COM	$147K	148308	0.73%	SOLE
29	META PLATFORMS INC	CL A	$128K	225005	0.63%	SOLE
30	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$109K	227644	0.54%	SOLE
31	J P MORGAN EXCHANGE TRADED F	SHORT DURA CORE	$104K	2219401	0.51%	SOLE
32	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$99K	2793707	0.49%	SOLE
33	ALPHABET INC	CAP STK CL C	$98K	343987	0.48%	SOLE
34	VISA INC	COM CL A	$97K	321164	0.48%	SOLE
35	ISHARES TR	NATIONAL MUN ETF	$89K	847619	0.44%	SOLE
36	VANGUARD INDEX FDS	TOTAL STK MKT	$85K	265766	0.42%	SOLE
37	SCHWAB STRATEGIC TR	US LRG CAP ETF	$81K	3184837	0.40%	SOLE
38	INVESCO QQQ TR	UNIT SER 1	$81K	140627	0.40%	SOLE
39	CISCO SYS INC	COM	$80K	1041483	0.40%	SOLE
40	SELECT SECTOR SPDR TR	STATE STREET ENE	$77K	1271555	0.38%	SOLE
41	BONDBLOXX ETF TRUST	IR M TAXAWARE	$77K	1530325	0.38%	SOLE
42	MCDONALDS CORP	COM	$75K	241857	0.37%	SOLE
43	ISHARES TR	RUS 1000 GRW ETF	$74K	173688	0.37%	SOLE
44	ELI LILLY & CO	COM	$74K	80730	0.37%	SOLE
45	HONEYWELL INTL INC	COM	$73K	323794	0.36%	SOLE
46	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$73K	1004275	0.36%	SOLE
47	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$71K	1832034	0.35%	SOLE
48	STRYKER CORPORATION	COM	$71K	216387	0.35%	SOLE
49	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$68K	111747	0.34%	SOLE
50	PEPSICO INC	COM	$68K	438065	0.34%	SOLE

1–50 of 1,481

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