Ep Wealth Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 12, 2026, Ep Wealth Advisors, Llc disclosed 1636 stock positions valued at approximately $26.17B as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD INDEX FDS, and VANGUARD BD INDEX FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 1636
- Portfolio Value
- $26.17B
Holdings by Sector
Ep Wealth Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VUG | Other | 7.68% | 23,330,170 | +19,678,907 | +538.96% | $2,009,660,861 |
| VANGUARD INDEX FDS | VTV | Other | 7.48% | 8,979,182 | +560,448 | +6.66% | $1,956,833,118 |
| VANGUARD BD INDEX FDS | BIV | Other | 3.57% | 12,178,869 | +1,938,104 | +18.93% | $934,119,220 |
| APPLE INC | AAPL | Technology | 3.47% | 3,136,978 | +840,681 | +36.61% | $907,715,948 |
| VANGUARD INDEX FDS | VOE | Other | 3.39% | 4,488,689 | +348,651 | +8.42% | $886,964,986 |
| VANGUARD WHITEHALL FDS | VIGI | Other | 2.94% | 8,253,048 | +1,013,456 | +14.00% | $770,669,616 |
| ISHARES TR | IGSB | Other | 2.75% | 13,710,330 | +1,989,601 | +16.98% | $718,558,374 |
| NVIDIA CORPORATION | NVDA | Technology | 2.35% | 3,070,726 | +443,070 | +16.86% | $614,421,555 |
| VANGUARD INDEX FDS | VOT | Other | 2.05% | 1,752,727 | +201,601 | +13.00% | $536,860,410 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 1.90% | 9,199,022 | +1,972,267 | +27.29% | $496,931,165 |
| ISHARES TR | AGG | Other | 1.49% | 3,949,910 | +759,257 | +23.80% | $390,962,084 |
| ALPHABET INC | GOOGL | Communication Services | 1.48% | 1,082,743 | +36,532 | +3.49% | $386,939,810 |
| VANGUARD INDEX FDS | VBK | Other | 1.43% | 1,020,017 | +212,203 | +26.27% | $373,020,195 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 1.42% | 6,231,229 | -1,441,257 | -18.78% | $371,942,031 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.38% | 482,806 | +36,818 | +8.26% | $360,545,263 |
| MICROSOFT CORP | MSFT | Technology | 1.34% | 939,168 | +107,849 | +12.97% | $350,328,552 |
| VANGUARD INDEX FDS | VOO | Other | 1.33% | 505,167 | +19,254 | +3.96% | $346,953,887 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.30% | 1,431,137 | +105,090 | +7.93% | $341,097,259 |
| BROADCOM INC | AVGO | Technology | 1.28% | 883,315 | +71,642 | +8.83% | $333,672,187 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 1.27% | 4,751,916 | +450,901 | +10.48% | $332,158,920 |
| SELECT SECTOR SPDR TR | XLK | Other | 1.24% | 1,697,667 | -16,704 | -0.97% | $323,439,443 |
| ISHARES TR | IVV | Other | 1.10% | 384,493 | +1,513 | +0.40% | $287,942,722 |
| ISHARES INC | IEMG | Other | 1.01% | 3,176,408 | +2,940,603 | +1247.05% | $263,133,673 |
| JPMorgan Chase & Co | JPM | Financial Services | 0.91% | 724,174 | +66,424 | +10.10% | $237,043,870 |
| Johnson & Johnson | JNJ | Healthcare | 0.69% | 708,767 | +97,152 | +15.88% | $180,005,660 |
| ISHARES TR | GOVT | Other | 0.61% | 7,063,645 | +69,682 | +1.00% | $160,909,824 |
| Advanced Micro Devices Inc | AMD | Technology | 0.61% | 274,074 | +21,739 | +8.62% | $159,212,172 |
| META PLATFORMS INC | META | Communication Services | 0.57% | 262,961 | +37,956 | +16.87% | $148,123,340 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.56% | 155,825 | +7,517 | +5.07% | $145,769,721 |
| ALPHABET INC | GOOG | Communication Services | 0.54% | 399,284 | +55,297 | +16.08% | $141,079,144 |
Showing 30 of 1,636 holdings in the latest reporting period.