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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 VTV, VUG, BIV, VOE, VIGI, and represent 26.75% of EP Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: Blackrock Etf Trust (+$187M), BIV (+$124M), IVV (+$120M), VTV (+$99M), VUG (+$82M), VOO (+$79M), IGSB (+$63M), VIGI (+$63M), DFIV (+$60M), AVDV (+$51M).
Started 145 new stock positions in CVMC, IGF, BBEU, FEMY, ADM, SGHC, PII, UAA, TMQ, EMLP.
Reduced shares in these 10 stocks: FUNL (-$191M), AMT (-$35M), ALL (-$22M), VCSH (-$21M), NEE (-$15M), AVGO (-$14M), SPY (-$14M), DFLV (-$12M), BIL (-$11M), VTIP (-$10M).
Sold out of its positions in ARKQ, ARKW, FUNL, ALRM, ALIT, AB, OKLO, ABEV, FLV, AOMR.
EP Wealth Advisors was a net buyer of stock by $1.5B.
EP Wealth Advisors has $20B in assets under management (AUM), dropping by 5.68%.
Central Index Key (CIK): 0001540569

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Portfolio Holdings for EP Wealth Advisors

EP Wealth Advisors holds 1496 positions in its portfolio as reported in the March 2026 quarterly 13F filing

EP Wealth Advisors has 1496 total positions. Only the first 250 positions are shown.

Sign up to view all of the EP Wealth Advisors March 31, 2026 positions
Download the EP Wealth Advisors March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Value Etf (VTV)	8.1	$1.7B	+6%	8.4M	196.20	View chart
Vanguard Index Fds Growth Etf (VUG)	7.8	$1.6B	+5%	3.7M	436.79	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	3.9	$790M	+18%	10M	77.18	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	3.8	$763M	+5%	4.1M	184.28	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	3.1	$640M	+10%	7.2M	88.46	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	3.0	$616M	+11%	12M	52.56	View chart
Apple (AAPL)	2.9	$583M		2.3M	253.79	View chart
NVIDIA Corporation (NVDA)	2.3	$458M	+9%	2.6M	174.40	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.0	$415M	+6%	7.7M	54.05	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	2.0	$399M	+10%	1.6M	257.35	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.9	$381M	+18%	7.2M	52.78	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.6	$317M	+14%	3.2M	99.27	View chart
Microsoft Corporation (MSFT)	1.5	$308M		831k	370.17	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.5	$301M		1.0M	287.56	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$290M	+37%	486k	597.55	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.4	$290M	-4%	446k	650.34	View chart
Amazon (AMZN)	1.4	$276M	+8%	1.3M	208.27	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.3	$269M	+2%	4.3M	62.45	View chart
Broadcom (AVGO)	1.2	$251M	-5%	812k	309.51	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.2	$250M	+92%	383k	653.21	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.2	$244M	+4%	808k	302.25	View chart
Select Sector Spdr Tr State Street Tec (XLK)	1.1	$228M	+5%	1.7M	132.90	View chart
JPMorgan Chase & Co. (JPM)	1.0	$194M		658k	294.16	View chart
Blackrock Etf Trust Ishares Large Ca	0.9	$187M	NEW	5.2M	36.12	View chart
Exxon Mobil Corporation (XOM)	0.8	$166M	-2%	976k	169.66	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.8	$160M	+6%	7.0M	22.91	View chart
Johnson & Johnson (JNJ)	0.7	$150M	-2%	612k	244.44	View chart
Costco Wholesale Corporation (COST)	0.7	$148M		148k	996.43	View chart
Meta Platforms Cl A (META)	0.6	$129M	+8%	225k	572.13	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$109M	-4%	228k	479.20	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.5	$105M	+3%	2.2M	47.30	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.5	$100M	-10%	2.8M	35.71	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$99M	-3%	344k	286.86	View chart
Visa Com Cl A (V)	0.5	$97M	+12%	321k	302.24	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$90M	+7%	848k	106.15	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$85M	+2%	266k	320.81	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$82M		3.2M	25.64	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$81M	+8%	141k	577.18	View chart
Cisco Systems (CSCO)	0.4	$81M		1.0M	77.59	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.4	$78M	+9%	1.3M	61.26	View chart
Bondbloxx Etf Trust Ir M Taxaware (TAXX)	0.4	$77M	+12%	1.5M	50.55	View chart
McDonald's Corporation (MCD)	0.4	$75M		242k	310.79	View chart
Eli Lilly & Co. (LLY)	0.4	$74M	+7%	81k	919.78	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$74M		174k	426.40	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$74M	+32%	1.0M	73.64	View chart
Honeywell International (HON)	0.4	$73M	+5%	324k	226.03	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.4	$71M	-3%	1.8M	38.96	View chart
Stryker Corporation (SYK)	0.3	$71M	+5%	216k	328.59	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.3	$69M	+234%	112k	616.76	View chart
Pepsi (PEP)	0.3	$68M		438k	155.29	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.3	$67M		1.2M	56.86	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$65M	+44%	1.3M	49.89	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$65M		303k	213.67	View chart
Union Pacific Corporation (UNP)	0.3	$64M		264k	242.62	View chart
Blackrock (BLK)	0.3	$62M		65k	961.71	View chart
Nextera Energy (NEE)	0.3	$60M	-19%	645k	92.88	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$59M		619k	95.62	View chart
Waste Management (WM)	0.3	$57M		249k	229.79	View chart
Abbvie (ABBV)	0.3	$57M		262k	217.49	View chart
S&p Global (SPGI)	0.3	$56M	+2%	132k	425.34	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$56M	-6%	869k	64.08	View chart
Valero Energy Corporation (VLO)	0.3	$56M		225k	247.08	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$53M		1.4M	38.86	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.3	$53M	+1936%	532k	99.86	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.3	$53M	+75%	1.0M	50.37	View chart
TJX Companies (TJX)	0.3	$52M	+6%	326k	159.70	View chart
Advanced Micro Devices (AMD)	0.3	$51M		252k	203.43	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.2	$50M	-7%	1.4M	35.04	View chart
Hca Holdings (HCA)	0.2	$49M		103k	473.24	View chart
Welltower Inc Com reit (WELL)	0.2	$49M	+14%	245k	197.71	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$48M	+118%	677k	71.13	View chart
Netflix (NFLX)	0.2	$47M	+16%	484k	96.15	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$46M	-31%	586k	79.27	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.2	$46M	NEW	1.0M	45.18	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.2	$46M	+8%	557k	81.98	View chart
Xcel Energy (XEL)	0.2	$45M	+3%	566k	79.44	View chart
Tesla Motors (TSLA)	0.2	$45M	+6%	121k	371.75	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.2	$44M	-3%	877k	49.97	View chart
Keysight Technologies (KEYS)	0.2	$43M	-4%	154k	282.37	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.2	$43M	+5%	397k	108.98	View chart
Allstate Corporation (ALL)	0.2	$42M	-34%	204k	207.34	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.2	$42M	+12%	1.8M	22.98	View chart
Charles Schwab Corporation (SCHW)	0.2	$41M	+41%	435k	93.98	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$41M	-3%	905k	45.12	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$40M	-2%	324k	124.31	View chart
Raytheon Technologies Corp (RTX)	0.2	$39M	-4%	204k	192.90	View chart
Mastercard Incorporated Cl A (MA)	0.2	$39M	+20%	78k	499.66	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$38M		744k	50.81	View chart
Zoetis Cl A (ZTS)	0.2	$37M	+11%	315k	118.21	View chart
Southern Company (SO)	0.2	$37M		385k	96.52	View chart
Spdr Series Trust State Street Spd (BIL)	0.2	$37M	-22%	403k	91.64	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$37M	-3%	493k	74.35	View chart
O'reilly Automotive (ORLY)	0.2	$35M	+4%	381k	92.31	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$35M	+239%	168k	205.80	View chart
Rockwell Automation (ROK)	0.2	$34M		95k	358.88	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$34M	-3%	157k	215.06	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$34M		141k	237.62	View chart
Chevron Corporation (CVX)	0.2	$33M		161k	206.90	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$33M	+215%	47k	697.72	View chart
Palo Alto Networks (PANW)	0.2	$32M	+11%	200k	160.32	View chart
Amphenol Corp Cl A (APH)	0.2	$31M		243k	126.35	View chart
Colgate-Palmolive Company (CL)	0.2	$31M	+15%	359k	85.23	View chart
Wal-Mart Stores (WMT)	0.1	$30M	+9%	244k	124.28	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$30M		81k	367.44	View chart
Home Depot (HD)	0.1	$29M	+4%	88k	328.89	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$29M	NEW	704k	41.09	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$28M	-13%	421k	67.53	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$28M	-8%	106k	261.92	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$28M	+7655%	250k	111.18	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$27M		515k	52.64	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$27M	+2%	252k	106.50	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$27M	+65%	182k	146.61	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$26M		532k	49.50	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$26M	+139%	68k	383.40	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$26M	-3%	267k	97.13	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$25M	-12%	274k	90.53	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$25M		192k	128.12	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$24M		669k	35.53	View chart
Vanguard World Extended Dur (EDV)	0.1	$24M	NEW	365k	64.95	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$24M	+11%	55k	430.29	View chart
Merck & Co (MRK)	0.1	$23M		194k	120.29	View chart
Franklin Templeton Etf Tr Ftse Europe (FLEE)	0.1	$23M	-2%	642k	36.36	View chart
Automatic Data Processing (ADP)	0.1	$23M	+6%	114k	203.18	View chart
Oracle Corporation (ORCL)	0.1	$23M	-13%	154k	147.11	View chart
Bank of America Corporation (BAC)	0.1	$23M	+19%	462k	48.75	View chart
Wells Fargo & Company (WFC)	0.1	$22M	-2%	281k	79.61	View chart
Nike CL B (NKE)	0.1	$22M	-21%	420k	52.82	View chart
Prologis (PLD)	0.1	$22M	+363%	165k	132.18	View chart
salesforce (CRM)	0.1	$22M		116k	186.67	View chart
Procter & Gamble Company (PG)	0.1	$22M	-4%	150k	144.44	View chart
Constellation Brands Cl A (STZ)	0.1	$21M	+6%	142k	150.00	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$21M	-3%	29.00	718140.00	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$21M		708k	29.13	View chart
J P Morgan Exchange Traded F Sustainable Muni (JMSI)	0.1	$20M	+6%	404k	49.75	View chart
Applied Materials (AMAT)	0.1	$20M		59k	341.79	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$20M		260k	75.74	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$20M		360k	54.55	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$19M	+9%	172k	110.86	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$19M	+2%	168k	113.11	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$19M	+568%	218k	86.64	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$19M	-2%	754k	24.75	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$19M	-7%	168k	111.37	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$19M	+5%	75k	248.00	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$19M	+1241%	394k	46.95	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$18M		322k	56.68	View chart
Broadridge Financial Solutions (BR)	0.1	$18M	+7%	112k	162.48	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$18M	-3%	366k	49.37	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.1	$18M		752k	23.87	View chart
Fidelity Covington Trust Divid Etf Risi (FDRR)	0.1	$18M	-2%	302k	58.80	View chart
Fis Tr Fis Christian St (PRAY)	0.1	$18M	NEW	550k	32.18	View chart
Dimensional Etf Trust International (DFSI)	0.1	$18M	+7363%	416k	42.40	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$18M	+37%	228k	77.11	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$18M	+4%	701k	25.07	View chart
Micron Technology (MU)	0.1	$18M	+29%	52k	337.84	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$17M		500k	33.86	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$17M		78k	215.98	View chart
Amgen (AMGN)	0.1	$17M	+2%	48k	351.85	View chart
Lowe's Companies (LOW)	0.1	$17M	-3%	70k	236.28	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$16M	+4%	236k	69.75	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$16M		474k	33.97	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$16M	-38%	322k	49.95	View chart
ClearBridge Energy MLP Fund (EMO)	0.1	$16M		304k	52.82	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$16M	-7%	108k	148.10	View chart
Caterpillar (CAT)	0.1	$16M		22k	708.46	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$16M	+5%	75k	211.15	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$16M	+4%	79k	198.29	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.1	$16M		714k	21.89	View chart
Intuit (INTU)	0.1	$16M	+23%	36k	432.38	View chart
Adobe Systems Incorporated (ADBE)	0.1	$15M	+8%	63k	243.08	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.1	$15M	-2%	731k	20.93	View chart
Northrop Grumman Corporation (NOC)	0.1	$15M		22k	682.24	View chart
McKesson Corporation (MCK)	0.1	$15M	-31%	18k	865.37	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$15M	+13%	490k	30.68	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$15M	-7%	539k	27.85	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$14M	+5514%	340k	42.22	View chart
American Tower Reit (AMT)	0.1	$14M	-71%	81k	172.58	View chart
Spdr Series Trust State Street Spd (XOP)	0.1	$14M	-3%	77k	181.83	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$14M	+57%	224k	61.32	View chart
Abbott Laboratories (ABT)	0.1	$14M		133k	102.67	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$14M	+205%	163k	82.75	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$13M	NEW	495k	27.15	View chart
United Rentals (URI)	0.1	$13M		18k	728.55	View chart
Ametek (AME)	0.1	$13M	-5%	61k	214.36	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$13M	-2%	588k	22.34	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.1	$13M	+2730%	307k	42.37	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$13M	+18%	45k	287.18	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$13M		80k	161.73	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$13M	NEW	267k	48.46	View chart
Eaton Corp SHS (ETN)	0.1	$13M	-3%	36k	357.67	View chart
Republic Services (RSG)	0.1	$13M	+44%	59k	219.02	View chart
SkyWest (SKYW)	0.1	$13M		138k	91.83	View chart
Ecolab (ECL)	0.1	$13M	-2%	47k	266.02	View chart
International Business Machines (IBM)	0.1	$13M	-4%	51k	242.39	View chart
Morgan Stanley Etf Trust Calvert Internat (CVIE)	0.1	$12M	+373%	171k	72.69	View chart
Thermo Fisher Scientific (TMO)	0.1	$12M	-4%	25k	491.52	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$12M		511k	24.24	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$12M		526k	23.22	View chart
Lockheed Martin Corporation (LMT)	0.1	$12M	-4%	20k	604.40	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$12M	-7%	241k	48.46	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$12M	-32%	242k	48.05	View chart
Altshares Trust Merger Arbitrage (ARB)	0.1	$12M	NEW	396k	29.32	View chart
Lam Research Corp Com New (LRCX)	0.1	$11M	+14%	54k	213.66	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$11M	-3%	468k	24.24	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$11M	-24%	33k	337.95	View chart
Tidal Trust I Leatherback Lng (LBAY)	0.1	$11M	-23%	400k	27.86	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$11M	-3%	260k	42.54	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$11M	+751%	130k	84.84	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$11M	-2%	31k	356.56	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$11M	-3%	56k	189.59	View chart
RBB F/m Us Treasury (TBIL)	0.1	$11M	+2904%	214k	49.86	View chart
Kla Corp Com New (KLAC)	0.1	$11M	-2%	7.2k	1472.37	View chart
Intuitive Surgical Com New (ISRG)	0.1	$11M	+78%	23k	460.99	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$11M	-2%	224k	47.02	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$10M		54k	191.92	View chart
Qualcomm (QCOM)	0.1	$10M	-17%	81k	128.78	View chart
Ishares Tr Cur Hd Eurzn Etf (HEZU)	0.1	$10M	-3%	237k	43.70	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$10M		33k	318.07	View chart
Parker-Hannifin Corporation (PH)	0.1	$10M	-13%	11k	895.24	View chart
Ge Vernova (GEV)	0.0	$10M	+20%	12k	872.93	View chart
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)	0.0	$10M	NEW	125k	80.06	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$10M	+97%	217k	45.89	View chart
Ishares Tr Us Oil Gs Ex Etf (IEO)	0.0	$9.9M		80k	124.90	View chart
Ge Aerospace Com New (GE)	0.0	$9.9M	+3%	35k	283.77	View chart
Global X Fds 1-3 Month T-bill (CLIP)	0.0	$9.7M	NEW	97k	100.36	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$9.7M		88k	110.47	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$9.5M	-5%	44k	217.25	View chart
Coca-Cola Company (KO)	0.0	$9.3M	+3%	122k	76.05	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$9.2M	-8%	7.0k	1320.86	View chart
Spdr Series Trust State Street Spd (SPYM)	0.0	$9.1M		119k	76.54	View chart
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ)	0.0	$9.1M		184k	49.49	View chart
Goldman Sachs (GS)	0.0	$9.1M	-13%	11k	845.99	View chart
Philip Morris International (PM)	0.0	$8.8M		53k	165.34	View chart
Booking Holdings (BKNG)	0.0	$8.8M	+41%	2.1k	4210.78	View chart
L3harris Technologies (LHX)	0.0	$8.6M	+24%	25k	345.15	View chart
American Express Company (AXP)	0.0	$8.5M		28k	302.48	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$8.4M	+322%	158k	53.22	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$8.4M	+20%	91k	92.74	View chart
Kkr & Co (KKR)	0.0	$8.3M	-9%	90k	92.50	View chart
Principal Exchange Traded Us Mega Cp Etf (USMC)	0.0	$8.3M	-3%	129k	64.31	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.0	$8.3M	-3%	206k	40.19	View chart
Walt Disney Company (DIS)	0.0	$8.2M		85k	96.38	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$8.1M	+648%	173k	46.74	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$8.1M	+2%	142k	56.79	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$8.0M		25k	313.81	View chart
Abrdn Asia Pacific Income Fu Com New (FAX)	0.0	$7.8M	-3%	544k	14.42	View chart
Casey's General Stores (CASY)	0.0	$7.8M	+1320%	11k	727.86	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$7.7M		77k	100.17	View chart
Morgan Stanley Com New (MS)	0.0	$7.7M	+6%	47k	164.57	View chart
Texas Instruments Incorporated (TXN)	0.0	$7.6M	-23%	39k	194.14	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$7.6M	+21%	260k	29.08	View chart

Past Filings by EP Wealth Advisors

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

EP Wealth Advisors 2026 Q1 filed May 14, 2026
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

View all past filings

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