§ 13F · FUND PROFILE
EP Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 1537Turnover · — · Q4Filed · Feb 18, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$19246.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 18, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 3.46M | $1685.9T | 8.8% | NEW |
| 2 | VTV | VANGUARD INDEX FDS | 7.89M | $1506.8T | 7.8% | NEW |
| 3 | VOE | VANGUARD INDEX FDS | 3.90M | $691.7T | 3.6% | NEW |
| 4 | BIV | VANGUARD BD INDEX FDS | 8.61M | $670.8T | 3.5% | NEW |
| 5 | AAPL | APPLE INC | 2.28M | $620.0T | 3.2% | NEW |
| 6 | VIGI | VANGUARD WHITEHALL FDS | 6.53M | $596.8T | 3.1% | NEW |
| 7 | IGSB | ISHARES TR | 10.39M | $549.6T | 2.9% | NEW |
| 8 | NVDA | NVIDIA CORPORATION | 2.40M | $447.1T | 2.3% | NEW |
| 9 | MSFT | MICROSOFT CORP | 815K | $394.0T | 2.0% | NEW |
| 10 | VOT | VANGUARD INDEX FDS | 1.40M | $391.9T | 2.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EP SIGNAL
AC read
EP Wealth Advisors, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed