EP Wealth Advisors, LLC — 13F holdings

EP Wealth Advisors, LLC reported 1,714 holdings worth $26.2B in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

  1. VUG VANGUARD INDEX FDS — $2.01B (7.7%)
  2. VTV VANGUARD INDEX FDS — $1.96B (7.5%)
  3. BIV VANGUARD BD INDEX FDS — $934M (3.6%)
  4. AAPL APPLE INC — $908M (3.5%)
  5. VOE VANGUARD INDEX FDS — $887M (3.4%)
  6. VIGI VANGUARD WHITEHALL FDS — $771M (2.9%)
  7. IGSB ISHARES TR — $719M (2.7%)
  8. NVDA NVIDIA CORPORATION — $614M (2.3%)
  9. VOT VANGUARD INDEX FDS — $537M (2.1%)
  10. DFIV DIMENSIONAL ETF TRUST — $497M (1.9%)