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CIK: 0001540569
Total reported value
$26.2B
$26.2B
1496 檔
20.8%
In Q1 2026, EP Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $26.2B, distributed across 1496 disclosed stock positions.
In Q1 2026, EP Wealth Advisors, LLC displayed an active expansion posture, initiating 24 new positions and adding to 112 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1496 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 8.12% | -0.64% | +6.35% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 7.84% | -0.16% | +5.40% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-Other | 3.89% | -0.32% | +18.59% | |
| 4 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 3.75% | -0.36% | +5.99% | |
| 5 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 3.15% | -0.21% | +10.81% | |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 3.03% | -0.28% | +11.44% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.87% | +0.60% | +0.22% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.25% | +0.10% | +9.23% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.04% | -0.62% | +6.77% | |
| 10 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.96% | +0.09% | +10.37% | |
| 11 | DFIV | Dimensional International Va | ETF-Other | 1.88% | +0.02% | +18.49% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.56% | -0.07% | +14.75% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.51% | -0.17% | +1.85% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.48% | — | -1.01% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.43% | -0.10% | +37.37% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.43% | -0.05% | -4.48% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.36% | -0.06% | +8.96% | |
| 18 | DFAT | Dimensional US Target Value | ETF-Other | 1.32% | -0.05% | +2.81% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 1.24% | +0.04% | -5.22% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.23% | -0.13% | +92.82% | |
| 21 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.20% | +0.23% | +4.06% | |
| 22 | XLK | Ss Technology Select Sector | ETF-Tech | 1.12% | +0.12% | +5.37% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.95% | -0.04% | +1.73% | |
| 24 | BLCV | Ishares Large Cap Val Act | ETF-Large Cap & Growth | 0.92% | -0.13% | — | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.81% | -0.81% | EXIT | |
| 26 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.79% | -0.18% | +6.44% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.73% | -0.05% | -2.52% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.73% | -0.17% | -0.99% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.63% | -0.06% | +8.54% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | -0.05% | -4.21% | |
| 31 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 0.52% | -0.13% | +3.80% | |
| 32 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.49% | -0.08% | -10.65% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.49% | +0.05% | -3.13% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.48% | -0.01% | +12.24% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-Other | 0.44% | -0.09% | +7.98% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.42% | — | +2.78% | |
| 37 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.40% | -0.05% | -0.99% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.40% | +0.10% | +8.35% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.40% | +0.06% | -1.17% | |
| 40 | XLE | Ss Energy Select Sector | ETF-Other | 0.38% | -0.13% | +9.81% | |
| 41 | TAXX | Bblx Irm Tax-aware S Dur ETF | ETF-Other | 0.38% | -0.08% | +12.88% | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.37% | -0.08% | +1.27% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.37% | +0.08% | +7.24% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.36% | +0.01% | -1.32% | |
| 45 | BND | Vanguard Total Bond Market | ETF-Other | 0.36% | -0.11% | +32.46% | |
| 46 | HON | Honeywell International Inc | Stock-Industrials | 0.36% | -0.36% | EXIT | |
| 47 | DFAI | Dimensional International Co | ETF-Other | 0.35% | -0.06% | -3.85% | |
| 48 | SYK | Stryker CORP | Stock-Healthcare | 0.35% | -0.06% | +5.07% | |
| 49 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.34% | -0.02% | +234.51% | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.33% | -0.14% | +0.37% |
According to official SEC Form 13F filings, EP Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $26.2B across 1496 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTV, VUG, BIV) accounted for 20.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
BLCV
市值: $186.9M
Top Position Liquidated / Trimmed
ADVISOR MANAGED PORTFOLIOS
前期市值: $191.3M
During Q1 2026, EP Wealth Advisors, LLC's top holdings by market value included VTV (8.1%)、VUG (7.8%)、BIV (3.9%). The largest single position, VTV, represented 8.1% of total portfolio value.
In Q1 2026, EP Wealth Advisors, LLC made 200 total portfolio adjustments, initiating 24 new buys, adding to 112 positions, trimming 62 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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