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 $20.34B across 1,487 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTV ($1.65B, 8.12%), VUG ($1.59B, 7.84%), BIV ($790.4M, 3.89%), VOE ($762.9M, 3.75%), VIGI ($640.4M, 3.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $1.65B | 8.12% | 8.4M | Added |
| 2 | VUG | VANGUARD INDEX FDS | $1.59B | 7.84% | 3.7M | Added |
| 3 | BIV | VANGUARD BD INDEX FDS | $790.4M | 3.89% | 10.2M | Added |
| 4 | VOE | VANGUARD INDEX FDS | $762.9M | 3.75% | 4.1M | Added |
| 5 | VIGI | VANGUARD WHITEHALL FDS | $640.4M | 3.15% | 7.2M | Added |
| 6 | IGSB | ISHARES TR | $616.0M | 3.03% | 11.7M | Added |
| 7 | AAPL | APPLE INC | $582.8M | 2.87% | 2.3M | Added |
| 8 | NVDA | NVIDIA CORPORATION | $458.3M | 2.25% | 2.6M | Added |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | $414.7M | 2.04% | 7.7M | Added |
| 10 | VOT | VANGUARD INDEX FDS | $399.2M | 1.96% | 1.6M | Added |
| 11 | DFIV | DIMENSIONAL ETF TRUST | $381.4M | 1.88% | 7.2M | Added |
| 12 | AGG | ISHARES TR | $316.7M | 1.56% | 3.2M | Added |
| 13 | MSFT | MICROSOFT CORP | $307.7M | 1.51% | 831,319 | Added |
| 14 | GOOGL | ALPHABET INC | $300.8M | 1.48% | 1.0M | Trimmed |
| 15 | VOO | VANGUARD INDEX FDS | $290.4M | 1.43% | 485,913 | Added |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | $290.0M | 1.43% | 445,988 | Trimmed |
| 17 | AMZN | AMAZON COM INC | $276.2M | 1.36% | 1.3M | Added |
| 18 | DFAT | DIMENSIONAL ETF TRUST | $268.6M | 1.32% | 4.3M | Added |
| 19 | AVGO | BROADCOM INC | $251.2M | 1.24% | 811,673 | Trimmed |
| 20 | IVV | ISHARES TR | $250.2M | 1.23% | 382,980 | Added |
| 21 | VBK | VANGUARD INDEX FDS | $244.2M | 1.20% | 807,814 | Added |
| 22 | XLK | SELECT SECTOR SPDR TR | $227.8M | 1.12% | 1.7M | Added |
| 23 | JPM | JPMORGAN CHASE & CO | $193.5M | 0.95% | 657,750 | Added |
| 24 | DYNF | BLACKROCK ETF TRUST | $186.9M | 0.92% | 5.2M | New |
| 25 | XOM | EXXON MOBIL CORP | $165.6M | 0.81% | 976,115 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31