§ 13F · FUND PROFILE
EP Wealth Advisors, LLC.
AUM · $26.2B (13F)Positions · 1714Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$311M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 23.33M | $2.0B | 7.7% | +539% |
| 2 | VTV | VANGUARD INDEX FDS | 8.98M | $2.0B | 7.5% | +7% |
| 3 | BIV | VANGUARD BD INDEX FDS | 12.18M | $934M | 3.6% | +19% |
| 4 | AAPL | APPLE INC | 3.14M | $908M | 3.5% | +37% |
| 5 | VOE | VANGUARD INDEX FDS | 4.49M | $887M | 3.4% | +8% |
| 6 | VIGI | VANGUARD WHITEHALL FDS | 8.25M | $771M | 2.9% | +14% |
| 7 | IGSB | ISHARES TR | 13.71M | $719M | 2.7% | +17% |
| 8 | NVDA | NVIDIA CORPORATION | 3.07M | $614M | 2.3% | +17% |
| 9 | VOT | VANGUARD INDEX FDS | 1.75M | $537M | 2.1% | +13% |
| 10 | DFIV | DIMENSIONAL ETF TRUST | 9.20M | $497M | 1.9% | +27% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EP SIGNAL
AC read
EP Wealth Advisors, LLC is a Other fund managing $26.2 billion in assets. The fund runs a massive portfolio of 1,714 positions.
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