Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
EP Wealth Advisors, LLC (CIK 1540569) reported $26.17B across 1,713 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VUG ($2.01B, 7.68%), VTV ($1.96B, 7.48%), BIV ($934.1M, 3.57%), AAPL ($907.7M, 3.47%), VOE ($887.0M, 3.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $2.01B | 7.68% | 23.3M | Added |
| 2 | VTV | VANGUARD INDEX FDS | $1.96B | 7.48% | 9.0M | Added |
| 3 | BIV | VANGUARD BD INDEX FDS | $934.1M | 3.57% | 12.2M | Added |
| 4 | AAPL | APPLE INC | $907.7M | 3.47% | 3.1M | Added |
| 5 | VOE | VANGUARD INDEX FDS | $887.0M | 3.39% | 4.5M | Added |
| 6 | VIGI | VANGUARD WHITEHALL FDS | $770.7M | 2.94% | 8.3M | Added |
| 7 | IGSB | ISHARES TR | $718.6M | 2.75% | 13.7M | Added |
| 8 | NVDA | NVIDIA CORPORATION | $614.4M | 2.35% | 3.1M | Added |
| 9 | VOT | VANGUARD INDEX FDS | $536.9M | 2.05% | 1.8M | Added |
| 10 | DFIV | DIMENSIONAL ETF TRUST | $496.9M | 1.90% | 9.2M | Added |
| 11 | AGG | ISHARES TR | $391.0M | 1.49% | 3.9M | Added |
| 12 | GOOGL | ALPHABET INC | $386.9M | 1.48% | 1.1M | Added |
| 13 | VBK | VANGUARD INDEX FDS | $373.0M | 1.43% | 1.0M | Added |
| 14 | VWO | VANGUARD INTL EQUITY INDEX F | $371.9M | 1.42% | 6.2M | Trimmed |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $360.5M | 1.38% | 482,806 | Added |
| 16 | MSFT | MICROSOFT CORP | $350.3M | 1.34% | 939,168 | Added |
| 17 | VOO | VANGUARD INDEX FDS | $347.0M | 1.33% | 505,167 | Added |
| 18 | AMZN | AMAZON COM INC | $341.1M | 1.30% | 1.4M | Added |
| 19 | AVGO | BROADCOM INC | $333.7M | 1.28% | 883,315 | Added |
| 20 | DFAT | DIMENSIONAL ETF TRUST | $332.2M | 1.27% | 4.8M | Added |
| 21 | XLK | SELECT SECTOR SPDR TR | $323.4M | 1.24% | 1.7M | Trimmed |
| 22 | IVV | ISHARES TR | $287.9M | 1.10% | 384,493 | Added |
| 23 | IEMG | ISHARES INC | $263.1M | 1.01% | 3.2M | Added |
| 24 | JPM | JPMorgan Chase & Co | $237.0M | 0.91% | 724,174 | Added |
| 25 | BLCV | BLACKROCK ETF TRUST | $207.9M | 0.79% | 5.0M | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30