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EP Wealth Advisors

Latest statistics and disclosures from EP Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VUG, VTV, VOE, BIV, AAPL, and represent 26.97% of EP Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VTV (+$1.1B), VOE (+$396M), BIV (+$200M), VIGI (+$157M), IGSB (+$146M), DFIV (+$127M), XLK (+$113M), NVDA (+$102M), VWO (+$67M), VCSH (+$65M).
Started 259 new stock positions in BMNR, CRCL, VTEC, XJR, VSAT, MUFG, LUV, TIC, CNP, CFG.
Reduced shares in these 10 stocks: DFLV (-$160M), RTX (-$73M), IVE (-$64M), IVW (-$64M), JPM (-$35M), XOP (-$27M), CMCSA (-$26M), KRE (-$25M), IVLU (-$22M), XYL (-$20M).
Sold out of its positions in ARKK, ADUS, LNT, AWK, AMWD, ANSS, ADM, AHH, ATRO, BKR.
EP Wealth Advisors was a net buyer of stock by $2.9B.
EP Wealth Advisors has $19B in assets under management (AUM), dropping by 26.50%.
Central Index Key (CIK): 0001540569

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Portfolio Holdings for EP Wealth Advisors

EP Wealth Advisors holds 1476 positions in its portfolio as reported in the December 2025 quarterly 13F filing

EP Wealth Advisors has 1476 total positions. Only the first 250 positions are shown.

Sign up to view all of the EP Wealth Advisors Dec. 31, 2025 positions
Download the EP Wealth Advisors December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	8.8	$1.7B		3.5M	487.86	View chart
Vanguard Index Fds Value Etf (VTV)	7.9	$1.5B	+254%	7.9M	190.99	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	3.6	$693M	+133%	3.9M	177.37	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	3.5	$673M	+42%	8.6M	77.88	View chart
Apple (AAPL)	3.2	$623M	+7%	2.3M	271.86	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	3.1	$598M	+35%	6.5M	91.45	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	2.9	$556M	+35%	11M	52.88	View chart
NVIDIA Corporation (NVDA)	2.3	$449M	+29%	2.4M	186.50	View chart
Microsoft Corporation (MSFT)	2.1	$395M	+2%	816k	483.62	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	2.0	$392M	+14%	1.4M	279.14	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.0	$386M	+21%	7.2M	53.76	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.7	$331M	-2%	1.1M	313.00	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.7	$318M	+5%	467k	681.92	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.6	$304M	+71%	6.1M	49.90	View chart
Broadcom (AVGO)	1.5	$296M	-4%	856k	346.10	View chart
Amazon (AMZN)	1.5	$281M	+2%	1.2M	230.82	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.4	$278M	+17%	2.8M	99.88	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.3	$249M	+27%	4.2M	59.54	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.2	$235M	+20%	776k	302.11	View chart
Select Sector Spdr Tr State Street Tec (XLK)	1.2	$234M	+93%	1.6M	143.97	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$222M	+14%	354k	627.13	View chart
JPMorgan Chase & Co. (JPM)	1.1	$208M	-14%	647k	322.22	View chart
Advisor Managed Portfolios Cornercap Fundam (FUNL)	1.0	$191M	-2%	4.1M	46.76	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.8	$151M	+13%	6.6M	23.02	View chart
Meta Platforms Cl A (META)	0.7	$137M	+14%	207k	660.09	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$136M	+11%	199k	684.94	View chart
Johnson & Johnson (JNJ)	0.7	$130M	+8%	627k	206.95	View chart
Costco Wholesale Corporation (COST)	0.7	$129M	+2%	150k	862.34	View chart
Exxon Mobil Corporation (XOM)	0.6	$121M	+7%	1.0M	120.34	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$120M	+4%	238k	502.65	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$111M	+10%	355k	313.80	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.6	$107M	-59%	3.1M	34.21	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.5	$102M	+14%	2.1M	47.56	View chart
Visa Com Cl A (V)	0.5	$100M	+2%	286k	350.71	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$87M	+24%	259k	335.27	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$87M	+2%	3.2M	26.91	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$84M	-7%	785k	107.11	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$83M	-2%	176k	473.30	View chart
Cisco Systems (CSCO)	0.4	$81M	-7%	1.1M	77.03	View chart
Eli Lilly & Co. (LLY)	0.4	$81M	+4%	75k	1074.67	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$80M	-3%	130k	614.31	View chart
McDonald's Corporation (MCD)	0.4	$73M	+3%	239k	305.63	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.4	$73M	+65%	1.9M	38.11	View chart
Stryker Corporation (SYK)	0.4	$72M	+5%	206k	351.47	View chart
Bondbloxx Etf Trust Ir M Taxaware (TAXX)	0.4	$69M	+128%	1.4M	50.72	View chart
Blackrock (BLK)	0.4	$69M	+2%	64k	1070.35	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$68M	+2464%	850k	79.73	View chart
S&p Global (SPGI)	0.4	$67M	+5%	129k	522.59	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.3	$67M	-2%	1.2M	57.46	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$65M		308k	210.34	View chart
Allstate Corporation (ALL)	0.3	$65M		311k	208.15	View chart
Nextera Energy (NEE)	0.3	$64M	-18%	801k	80.28	View chart
Pepsi (PEP)	0.3	$63M	+13%	437k	143.52	View chart
Union Pacific Corporation (UNP)	0.3	$60M	+9%	260k	231.32	View chart
Honeywell International (HON)	0.3	$60M	+8%	307k	195.09	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$59M	+9%	621k	95.09	View chart
Abbvie (ABBV)	0.3	$59M	+101%	257k	228.49	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$58M	-4%	926k	62.47	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$56M	+1015%	758k	74.07	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$55M	+5%	1.4M	39.59	View chart
Waste Management (WM)	0.3	$54M	+66%	246k	219.71	View chart
Advanced Micro Devices (AMD)	0.3	$53M		248k	214.16	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.3	$52M	+92%	1.2M	44.71	View chart
Tesla Motors (TSLA)	0.3	$51M	+10%	114k	449.72	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.3	$51M	-19%	1.5M	32.89	View chart
American Tower Reit (AMT)	0.3	$50M		286k	175.57	View chart
Hca Holdings (HCA)	0.3	$49M		105k	466.86	View chart
Spdr Series Trust State Street Spd (BIL)	0.2	$48M	+13%	521k	91.38	View chart
TJX Companies (TJX)	0.2	$47M	+7%	306k	153.61	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$45M	+13%	900k	50.29	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.2	$45M	+93%	375k	119.41	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$44M	+8581%	935k	46.80	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.2	$41M	+6%	910k	45.35	View chart
Xcel Energy (XEL)	0.2	$41M	+57%	549k	73.86	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$40M		332k	120.18	View chart
Welltower Inc Com reit (WELL)	0.2	$40M	+11%	215k	185.61	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.2	$40M	-22%	512k	77.68	View chart
Raytheon Technologies Corp (RTX)	0.2	$39M	-65%	214k	183.40	View chart
Netflix (NFLX)	0.2	$39M	+2124%	416k	93.76	View chart
Rockwell Automation (ROK)	0.2	$37M	+3%	96k	389.07	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.2	$37M	+4%	1.6M	23.19	View chart
Valero Energy Corporation (VLO)	0.2	$37M	+11%	226k	162.79	View chart
Mastercard Incorporated Cl A (MA)	0.2	$37M	+24%	64k	570.88	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$37M	-18%	512k	71.41	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$36M		143k	252.92	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$36M		749k	47.79	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$36M		162k	219.78	View chart
Zoetis Cl A (ZTS)	0.2	$35M	+3%	281k	125.82	View chart
Oracle Corporation (ORCL)	0.2	$35M	+37%	179k	194.91	View chart
Southern Company (SO)	0.2	$34M	+7%	391k	87.20	View chart
Nike CL B (NKE)	0.2	$34M	+12%	531k	63.71	View chart
O'reilly Automotive (ORLY)	0.2	$33M		364k	91.21	View chart
Amphenol Corp Cl A (APH)	0.2	$33M	-2%	244k	135.14	View chart
Palo Alto Networks (PANW)	0.2	$33M	+44%	179k	184.20	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$33M		80k	412.77	View chart
Keysight Technologies (KEYS)	0.2	$33M		161k	203.19	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$32M		484k	66.00	View chart
salesforce (CRM)	0.2	$31M	+8%	118k	264.91	View chart
Charles Schwab Corporation (SCHW)	0.2	$31M	+676%	306k	99.91	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$30M	+28%	596k	50.58	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$30M	-11%	116k	257.95	View chart
Home Depot (HD)	0.2	$29M	-5%	85k	344.10	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$28M	+24%	312k	89.46	View chart
Automatic Data Processing (ADP)	0.1	$28M	+331%	107k	257.23	View chart
Wells Fargo & Company (WFC)	0.1	$27M	-3%	289k	93.20	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$27M	+5%	277k	96.03	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$27M	+28%	534k	49.59	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$26M	+82%	245k	106.70	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$26M	-4%	190k	136.94	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$26M	+9052%	522k	49.46	View chart
Chevron Corporation (CVX)	0.1	$25M	+8%	163k	152.41	View chart
Wal-Mart Stores (WMT)	0.1	$25M		222k	111.41	View chart
Colgate-Palmolive Company (CL)	0.1	$25M	+587%	312k	79.02	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$24M	-2%	518k	47.02	View chart
Franklin Templeton Etf Tr Ftse Europe (FLEE)	0.1	$24M	-3%	657k	36.54	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$23M	-3%	714k	32.62	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$23M	-23%	674k	34.46	View chart
Broadridge Financial Solutions (BR)	0.1	$23M	+1436%	104k	223.17	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$23M	+3%	30.00	754800.00	View chart
Procter & Gamble Company (PG)	0.1	$23M	-2%	158k	143.31	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$22M	-10%	309k	69.67	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$22M	+27%	362k	59.28	View chart
Bank of America Corporation (BAC)	0.1	$21M	-17%	385k	55.00	View chart
McKesson Corporation (MCK)	0.1	$21M	-2%	26k	820.30	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$21M	-17%	378k	54.77	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$21M	-11%	182k	113.92	View chart
Merck & Co (MRK)	0.1	$21M	-3%	196k	105.26	View chart
Adobe Systems Incorporated (ADBE)	0.1	$20M	+13%	58k	349.99	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$20M	-6%	76k	268.30	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$20M	-75%	164k	123.26	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$20M	+12%	33k	603.29	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$20M	+5%	264k	74.88	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$19M	+7%	49k	396.31	View chart
Intuit (INTU)	0.1	$19M	+321%	29k	662.43	View chart
J P Morgan Exchange Traded F Sustainable Muni (JMSI)	0.1	$19M	+42%	380k	50.38	View chart
Fidelity Covington Trust Divid Etf Risi (FDRR)	0.1	$19M	-10%	311k	61.02	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$19M	+32%	771k	24.04	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$19M	+22%	323k	57.24	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$18M	-8%	157k	117.72	View chart
Constellation Brands Cl A (STZ)	0.1	$18M	+9%	134k	137.96	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$18M	+6%	79k	230.21	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.1	$18M	-11%	738k	24.16	View chart
Lowe's Companies (LOW)	0.1	$18M		72k	241.16	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$17M	-21%	71k	246.16	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$17M	+688%	359k	48.32	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$17M	-17%	110k	154.80	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$17M	+18%	118k	143.52	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$17M	+42%	669k	25.24	View chart
Abbott Laboratories (ABT)	0.1	$17M		134k	125.29	View chart
Qualcomm (QCOM)	0.1	$17M	-4%	98k	171.05	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$17M	+71%	507k	32.57	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.1	$16M	+10%	723k	22.07	View chart
International Business Machines (IBM)	0.1	$16M	+15%	54k	296.21	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$16M		584k	27.21	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.1	$16M	+8%	746k	21.15	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$16M	+14%	475k	32.73	View chart
Amgen (AMGN)	0.1	$15M	+8%	47k	327.31	View chart
Thermo Fisher Scientific (TMO)	0.1	$15M	-12%	26k	579.44	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$15M	-50%	225k	67.22	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$15M	-81%	71k	212.07	View chart
Applied Materials (AMAT)	0.1	$15M	-7%	58k	256.99	View chart
United Rentals (URI)	0.1	$15M	-2%	18k	809.30	View chart
SkyWest (SKYW)	0.1	$14M	-6%	138k	100.41	View chart
ClearBridge Energy MLP Fund (EMO)	0.1	$14M	+4%	305k	44.65	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$14M	NEW	600k	22.64	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$13M	+59%	44k	303.89	View chart
Ametek (AME)	0.1	$13M	-2%	65k	205.31	View chart
Caterpillar (CAT)	0.1	$13M	+15%	22k	572.88	View chart
Ecolab (ECL)	0.1	$13M	+5%	49k	262.52	View chart
Kkr & Co (KKR)	0.1	$13M	-4%	100k	127.48	View chart
Tidal Trust I Leatherback Lng (LBAY)	0.1	$13M	-32%	521k	24.26	View chart
Northrop Grumman Corporation (NOC)	0.1	$13M		22k	570.22	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$13M	+38%	166k	75.44	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$13M	+31%	516k	24.28	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$12M	-17%	80k	155.12	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$12M	+2282%	523k	23.37	View chart
UnitedHealth (UNH)	0.1	$12M	-54%	37k	330.11	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$12M	-9%	260k	46.59	View chart
Eaton Corp SHS (ETN)	0.1	$12M	+22%	37k	318.51	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$12M	-12%	433k	27.43	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$12M	-22%	484k	24.23	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$12M	NEW	269k	43.64	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$12M	+21%	31k	373.44	View chart
Parker-Hannifin Corporation (PH)	0.1	$12M	+23%	13k	878.94	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$12M	+327%	245k	46.81	View chart
Micron Technology (MU)	0.1	$11M	+2%	40k	285.41	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$11M	-8%	33k	342.97	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$11M	+14%	15k	753.80	View chart
Spdr Series Trust State Street Spd (SPTS)	0.1	$11M	NEW	382k	29.28	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$11M	-38%	38k	290.22	View chart
Goldman Sachs (GS)	0.1	$11M	-6%	12k	879.00	View chart
Ishares Tr Cur Hd Eurzn Etf (HEZU)	0.1	$11M	-2%	246k	43.76	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$11M	+3%	55k	191.56	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$11M	+9%	230k	45.98	View chart
American Express Company (AXP)	0.1	$11M	-3%	29k	369.95	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$11M	-7%	58k	181.21	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$10M	-3%	50k	209.12	View chart
Ge Aerospace Com New (GE)	0.1	$10M	+29%	34k	308.03	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$10M	+14%	29k	360.14	View chart
Danaher Corporation (DHR)	0.1	$10M	-14%	44k	228.92	View chart
Lockheed Martin Corporation (LMT)	0.1	$10M	+15%	21k	483.68	View chart
Spdr Series Trust State Street Spd (XOP)	0.1	$10M	-72%	79k	126.26	View chart
Snowflake Com Shs (SNOW)	0.1	$9.9M	-52%	45k	219.36	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$9.8M		46k	211.79	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$9.7M	+252%	120k	80.22	View chart
Walt Disney Company (DIS)	0.0	$9.6M	-4%	85k	113.77	View chart
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ)	0.0	$9.6M	+11%	182k	52.87	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.0	$9.5M	NEW	214k	44.47	View chart
Principal Exchange Traded Us Mega Cp Etf (USMC)	0.0	$9.1M		134k	68.45	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$9.1M	-11%	89k	101.98	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.0	$9.0M		142k	63.18	View chart
Kla Corp Com New (KLAC)	0.0	$8.9M	-4%	7.4k	1215.16	View chart
Texas Instruments Incorporated (TXN)	0.0	$8.9M	+23%	51k	173.49	View chart
Philip Morris International (PM)	0.0	$8.7M	+5%	54k	160.40	View chart
Abrdn Asia Pacific Income Fu Com New (FAX)	0.0	$8.7M	-25%	565k	15.34	View chart
Republic Services (RSG)	0.0	$8.6M		41k	211.93	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.0	$8.4M	-35%	182k	46.25	View chart
Coca-Cola Company (KO)	0.0	$8.3M		119k	69.91	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$8.2M		25k	323.01	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$8.1M	+180%	7.6k	1069.81	View chart
Cintas Corporation (CTAS)	0.0	$8.0M	-9%	43k	188.07	View chart
Lam Research Corp Com New (LRCX)	0.0	$8.0M		47k	171.18	View chart
Comcast Corp Cl A (CMCSA)	0.0	$8.0M	-76%	266k	29.89	View chart
Booking Holdings (BKNG)	0.0	$7.9M	+2%	1.5k	5354.14	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$7.8M		79k	99.52	View chart
Morgan Stanley Com New (MS)	0.0	$7.8M		44k	177.53	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.0	$7.7M	-30%	214k	36.06	View chart
Vanguard World Health Car Etf (VHT)	0.0	$7.6M	+18%	26k	287.85	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$7.6M	-4%	138k	54.71	View chart
Spdr Series Trust State Street Spd (SPYG)	0.0	$7.5M	+106%	70k	106.70	View chart
Citigroup Com New (C)	0.0	$7.3M		63k	116.69	View chart
Intuitive Surgical Com New (ISRG)	0.0	$7.2M	-5%	13k	566.35	View chart
Enterprise Products Partners (EPD)	0.0	$7.2M	+11%	224k	32.06	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$7.1M	+2%	15k	468.76	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$7.1M	+23%	75k	94.16	View chart
Ishares Tr Us Oil Gs Ex Etf (IEO)	0.0	$7.1M	-3%	80k	89.26	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$6.9M	-10%	14k	480.58	View chart
Palantir Technologies Cl A (PLTR)	0.0	$6.8M	+34%	39k	177.75	View chart
Us Bancorp Del Com New (USB)	0.0	$6.8M	-4%	128k	53.36	View chart
W.W. Grainger (GWW)	0.0	$6.8M	-20%	6.7k	1009.02	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$6.7M	+17%	34k	199.68	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$6.7M	+6%	131k	50.94	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$6.6M	+29%	17k	386.86	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$6.6M		95k	69.42	View chart
Pfizer (PFE)	0.0	$6.4M	-6%	259k	24.90	View chart
Verizon Communications (VZ)	0.0	$6.3M	-21%	154k	40.73	View chart
Ge Vernova (GEV)	0.0	$6.2M	+48%	9.5k	653.57	View chart
Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB)	0.0	$6.2M	-3%	184k	33.75	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$6.1M	+24%	213k	28.48	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$6.1M	+2%	94k	64.42	View chart

Past Filings by EP Wealth Advisors

SEC 13F filings are viewable for EP Wealth Advisors going back to 2011

EP Wealth Advisors 2025 Q4 filed Feb. 18, 2026
EP Wealth Advisors 2025 Q2 filed Aug. 14, 2025
EP Wealth Advisors 2025 Q1 filed May 15, 2025
EP Wealth Advisors 2024 Q4 filed Feb. 14, 2025
EP Wealth Advisors 2024 Q3 filed Nov. 15, 2024
EP Wealth Advisors 2024 Q2 filed Aug. 19, 2024
EP Wealth Advisors 2024 Q1 filed May 14, 2024
EP Wealth Advisors 2023 Q4 filed Feb. 28, 2024
EP Wealth Advisors 2023 Q3 filed Nov. 24, 2023
EP Wealth Advisors 2023 Q2 filed Aug. 14, 2023
EP Wealth Advisors 2022 Q4 filed June 12, 2023
EP Wealth Advisors 2023 Q1 filed June 5, 2023
EP Wealth Advisors 2022 Q3 filed Dec. 2, 2022
EP Wealth Advisors 2022 Q2 filed Aug. 11, 2022
EP Wealth Advisors 2022 Q1 filed May 20, 2022
EP Wealth Advisors 2021 Q4 filed Feb. 17, 2022

View all past filings

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