§ 13F · FUND PROFILE
EP Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 1497Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$450M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | 8.42M | $1.7B | 8.1% | +6% |
| 2 | VUG | VANGUARD INDEX FDS | 3.65M | $1.6B | 7.8% | +5% |
| 3 | BIV | VANGUARD BD INDEX FDS | 10.24M | $790M | 3.9% | +19% |
| 4 | VOE | VANGUARD INDEX FDS | 4.14M | $763M | 3.8% | +6% |
| 5 | VIGI | VANGUARD WHITEHALL FDS | 7.24M | $640M | 3.1% | +11% |
| 6 | IGSB | ISHARES TR | 11.72M | $616M | 3.0% | +11% |
| 7 | AAPL | APPLE INC | 2.30M | $583M | 2.9% | ±0% |
| 8 | NVDA | NVIDIA CORPORATION | 2.63M | $458M | 2.3% | +9% |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | 7.67M | $415M | 2.0% | +7% |
| 10 | VOT | VANGUARD INDEX FDS | 1.55M | $399M | 2.0% | +10% |
§ 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
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed