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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, BIV, AAPL, VOE, and represent 25.58% of EP Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VUG (+$1.7B), IEMG (+$244M), AAPL (+$243M), BIV (+$149M), VTV (+$122M), DFIV (+$107M), IGSB (+$104M), VIGI (+$95M), NVDA (+$89M), VBK (+$78M).
Started 413 new stock positions in CPRT, ALKS, PICK, PSEP, UYLD, RBRK, UFOX, BBIO, GRNY, USEW.
Reduced shares in these 10 stocks: , VWO (-$86M), Honeywell International (-$73M), NKE (-$16M), SPGI (-$15M), SKYW (-$13M), ADBE (-$9.8M), PEP (-$9.0M), AMT (-$8.0M), BND (-$7.1M).
Sold out of its positions in ACCO, TIC, ACM, ADC, AKAM, AAL, DCH, AFG, COR, AMPL.
EP Wealth Advisors was a net buyer of stock by $5.4B.
EP Wealth Advisors has $26B in assets under management (AUM), dropping by 28.66%.
Central Index Key (CIK): 0001540569

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Portfolio Holdings for EP Wealth Advisors

EP Wealth Advisors holds 1713 positions in its portfolio as reported in the June 2026 quarterly 13F filing

EP Wealth Advisors has 1713 total positions. Only the first 250 positions are shown.

Sign up to view all of the EP Wealth Advisors June 30, 2026 positions
Download the EP Wealth Advisors June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	7.7	$2.0B	+538%	23M	86.14	View chart
Vanguard Index Fds Value Etf (VTV)	7.5	$2.0B	+6%	9.0M	217.93	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	3.6	$934M	+18%	12M	76.70	View chart
Apple (AAPL)	3.5	$908M	+36%	3.1M	289.36	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	3.4	$887M	+8%	4.5M	197.60	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	2.9	$771M	+13%	8.3M	93.38	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	2.7	$719M	+16%	14M	52.41	View chart
NVIDIA Corporation (NVDA)	2.3	$614M	+16%	3.1M	200.09	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	2.1	$537M	+12%	1.8M	306.30	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.9	$497M	+27%	9.2M	54.02	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.5	$391M	+23%	3.9M	98.98	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.5	$387M	+3%	1.1M	357.37	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.4	$373M	+26%	1.0M	365.70	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.4	$372M	-18%	6.2M	59.69	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.4	$361M	+8%	483k	746.77	View chart
Microsoft Corporation (MSFT)	1.3	$350M	+12%	939k	373.02	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$347M	+3%	505k	686.81	View chart
Amazon (AMZN)	1.3	$341M	+7%	1.4M	238.34	View chart
Broadcom (AVGO)	1.3	$334M	+8%	883k	377.75	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.3	$332M	+10%	4.8M	69.90	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	1.2	$323M		1.7M	190.52	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$288M		385k	748.89	View chart
Ishares Core Msci Emkt (IEMG)	1.0	$263M	+1247%	3.2M	82.84	View chart
JPMorgan Chase & Co. (JPM)	0.9	$237M	+10%	724k	327.33	View chart
Blackrock Etf Trust Isha La Valu Etf (BLCV)	0.8	$208M	-2%	5.0M	41.31	View chart
Johnson & Johnson (JNJ)	0.7	$180M	+15%	709k	253.97	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.6	$161M		7.1M	22.78	View chart
Advanced Micro Devices (AMD)	0.6	$159M	+8%	274k	580.91	View chart
Meta Platforms Cl A (META)	0.6	$148M	+16%	263k	563.29	View chart
Costco Wholesale Corporation (COST)	0.6	$146M	+5%	156k	935.47	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$141M	+16%	399k	353.33	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$131M	+26%	177k	736.40	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$128M	+12%	256k	500.39	View chart
Visa Com Cl A (V)	0.5	$124M	+12%	360k	343.09	View chart
Cisco Systems (CSCO)	0.5	$122M		1.0M	117.46	View chart
Eli Lilly & Co. (LLY)	0.4	$115M	+19%	96k	1199.42	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$111M	+12%	299k	370.04	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.4	$108M	-2%	2.7M	39.54	View chart
Micron Technology (MU)	0.4	$106M	+76%	92k	1154.29	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.4	$103M	-2%	2.2M	47.15	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.4	$98M	+43%	1.7M	57.64	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$96M	+344%	772k	124.17	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$93M		3.1M	29.43	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$92M	+40%	1.8M	50.58	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$92M		854k	107.62	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.3	$84M	+6%	120k	703.34	View chart
Palo Alto Networks (PANW)	0.3	$81M	+19%	238k	341.02	View chart
Union Pacific Corporation (UNP)	0.3	$80M	+10%	293k	272.00	View chart
Bondbloxx Etf Trust Ir M Taxaware (TAXX)	0.3	$80M	+2%	1.6M	50.74	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$78M	+5%	320k	242.43	View chart
Stryker Corporation (SYK)	0.3	$77M	+12%	243k	314.84	View chart
McDonald's Corporation (MCD)	0.3	$76M	+16%	283k	270.31	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$75M		1.8M	41.25	View chart
Abbvie (ABBV)	0.3	$75M	+13%	297k	251.64	View chart
Blackrock (BLK)	0.3	$75M	+19%	78k	961.56	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.3	$74M	+358%	1.0M	72.28	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$70M	+45%	471k	148.31	View chart
Snowflake Com Shs (SNOW)	0.3	$69M	+483%	272k	254.50	View chart
Oracle Corporation (ORCL)	0.3	$68M	+203%	467k	146.55	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$68M	+6%	657k	102.81	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$67M	-9%	907k	73.41	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.3	$66M		1.2M	53.11	View chart
Nextera Energy (NEE)	0.2	$65M	+14%	737k	87.77	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$64M	+3%	901k	71.25	View chart
Welltower Inc Com reit (WELL)	0.2	$62M	+11%	274k	226.97	View chart
Prologis (PLD)	0.2	$61M	+171%	448k	135.47	View chart
Waste Management (WM)	0.2	$60M	+8%	271k	222.88	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.2	$60M		1.4M	44.36	View chart
Valero Energy Corporation (VLO)	0.2	$60M	+2%	230k	260.44	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$57M	+33%	189k	302.97	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$56M		676k	82.34	View chart
Tesla Motors (TSLA)	0.2	$55M	+9%	132k	420.60	View chart
Amphenol Corp Cl A (APH)	0.2	$55M	+29%	314k	176.32	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.2	$55M	+29%	2.3M	23.52	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$55M		531k	103.05	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$54M	+2%	1.1M	50.49	View chart
TJX Companies (TJX)	0.2	$54M	+9%	355k	151.50	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$54M	+191%	1.1M	46.81	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.2	$52M	-6%	1.3M	38.79	View chart
Dell Technologies CL C (DELL)	0.2	$52M	+946%	120k	431.46	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$51M	+10%	648k	79.03	View chart
Keysight Technologies (KEYS)	0.2	$51M	-5%	146k	350.07	View chart
Pepsi (PEP)	0.2	$50M	-15%	372k	135.40	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.2	$50M	+1823%	1.1M	45.70	View chart
Mastercard Incorporated Cl A (MA)	0.2	$50M	+23%	96k	513.60	View chart
Xcel Energy (XEL)	0.2	$49M	+8%	613k	80.30	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.2	$48M	+3%	410k	117.28	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.2	$48M	+4%	1.1M	44.99	View chart
Applied Materials (AMAT)	0.2	$48M	+13%	66k	723.00	View chart
Rockwell Automation (ROK)	0.2	$48M	+2%	97k	495.08	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$48M	+6%	73k	655.89	View chart
Southern Company (SO)	0.2	$47M	+27%	491k	95.71	View chart
Allstate Corporation (ALL)	0.2	$47M	-3%	196k	237.94	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$46M	+727%	388k	119.52	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.2	$46M		557k	83.07	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$46M		890k	51.69	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	0.2	$46M	+2%	899k	50.83	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$45M	+288%	504k	89.20	View chart
Charles Schwab Corporation (SCHW)	0.2	$45M	+11%	483k	92.27	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$44M	+37%	576k	77.11	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.2	$44M	+549%	968k	45.91	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$44M		744k	58.92	View chart
Hca Holdings (HCA)	0.2	$43M	+7%	111k	389.89	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$43M	+627%	820k	52.76	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.2	$42M	+14%	463k	91.64	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$42M		170k	246.21	View chart
Raytheon Technologies Corp (RTX)	0.2	$41M	+5%	214k	189.73	View chart
Netflix (NFLX)	0.2	$41M	+17%	567k	71.40	View chart
Colgate-Palmolive Company (CL)	0.1	$39M	+19%	428k	91.68	View chart
Honeywell International (HON)	0.1	$39M	NEW	174k	223.90	View chart
S&p Global (SPGI)	0.1	$39M	-28%	95k	407.26	View chart
Home Depot (HD)	0.1	$38M	+23%	109k	352.68	View chart
Wal-Mart Stores (WMT)	0.1	$38M	+38%	338k	113.26	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$38M	+2139%	503k	74.96	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$38M		491k	76.55	View chart
Honeywell Aerospace (HONA)	0.1	$38M	NEW	170k	221.08	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$37M		158k	236.62	View chart
Caterpillar (CAT)	0.1	$37M	+54%	35k	1064.90	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.1	$37M	+251%	419k	87.88	View chart
O'reilly Automotive (ORLY)	0.1	$37M	+4%	397k	92.09	View chart
Merck & Co (MRK)	0.1	$36M	+45%	282k	128.50	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$36M	+410%	412k	87.91	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$36M	+34%	339k	106.47	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$36M	+49%	1.1M	33.84	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$34M	+4%	735k	46.63	View chart
Automatic Data Processing (ADP)	0.1	$34M	+33%	152k	223.95	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$33M	+2%	109k	303.12	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	0.1	$33M	+924%	387k	85.46	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$32M	+48%	43.00	748850.00	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$32M	+349%	331k	96.49	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$32M		249k	128.08	View chart
Procter & Gamble Company (PG)	0.1	$32M	+44%	217k	146.64	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$31M	+87%	1.0M	31.10	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$31M	+91%	618k	50.23	View chart
Vistra Energy (VST)	0.1	$30M	+1646%	189k	158.63	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$30M	+47%	81k	368.38	View chart
Chevron Corporation (CVX)	0.1	$29M	+6%	172k	165.76	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$28M	+1201%	482k	58.98	View chart
Bank of America Corporation (BAC)	0.1	$28M	+7%	497k	56.98	View chart
Zoetis Cl A (ZTS)	0.1	$28M	+24%	393k	71.86	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$28M		190k	146.41	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$28M		266k	103.88	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$27M		518k	51.85	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$26M		273k	96.58	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$26M		78k	334.69	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$26M		522k	49.55	View chart
Newmont Mining Corporation (NEM)	0.1	$26M	+395%	273k	93.40	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$26M	+49%	162k	158.03	View chart
Amgen (AMGN)	0.1	$26M	+46%	70k	362.12	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$25M		681k	37.26	View chart
Franklin Templeton Etf Tr Ftse Europe (FLEE)	0.1	$25M		637k	38.85	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$25M	+470%	853k	28.96	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$25M	+381%	149k	164.27	View chart
Vanguard World Extended Dur (EDV)	0.1	$24M		370k	65.08	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$24M	+3%	174k	137.53	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$24M	+72%	12k	1989.49	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$24M	-18%	149k	158.66	View chart
Lam Research Corp Com New (LRCX)	0.1	$24M		54k	433.33	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$23M	+12%	847k	27.70	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$23M	+3%	78k	300.45	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$23M	+672%	69k	334.82	View chart
J P Morgan Exchange Traded F Sust Muni In Etf (JMSI)	0.1	$23M	+11%	449k	50.44	View chart
Kla Corp Com New (KLAC)	0.1	$23M	+944%	75k	301.71	View chart
Analog Devices (ADI)	0.1	$23M	+318%	57k	397.17	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.1	$23M	+6158%	740k	30.46	View chart
Constellation Brands Cl A (STZ)	0.1	$22M	+12%	160k	139.09	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$22M	+38%	46k	477.57	View chart
Marvell Technology (MRVL)	0.1	$21M	+106%	71k	297.89	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$21M		256k	82.49	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$21M	NEW	393k	53.50	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$21M	-4%	344k	61.23	View chart
salesforce (CRM)	0.1	$21M	+14%	134k	156.66	View chart
Broadridge Financial Solutions (BR)	0.1	$21M	+36%	152k	136.95	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$21M	+14%	368k	56.48	View chart
United Rentals (URI)	0.1	$21M		18k	1132.90	View chart
Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ)	0.1	$21M	+89%	347k	59.31	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$21M	+5%	241k	85.49	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$20M	+3%	380k	53.61	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.1	$20M	+930%	158k	129.02	View chart
Wells Fargo & Company (WFC)	0.1	$20M	-12%	246k	82.64	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$20M	+543%	437k	46.15	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$20M		500k	40.21	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$20M	+179%	572k	34.81	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$20M	-5%	158k	124.42	View chart
Intel Corporation (INTC)	0.1	$19M	+56%	139k	139.63	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.1	$19M	+4%	789k	24.51	View chart
Dimensional Etf Trust International (DFSI)	0.1	$19M	+2%	426k	45.10	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$19M	+9%	768k	24.99	View chart
Angel Oak Funds Trust Income Etf (CARY)	0.1	$19M	+1817%	902k	20.78	View chart
Lockheed Martin Corporation (LMT)	0.1	$19M	+83%	37k	509.46	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.1	$19M	+18%	848k	21.80	View chart
Fidelity Covington Trust Divid Etf Risi (FDRR)	0.1	$18M	-7%	279k	64.88	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.1	$18M	+18%	868k	20.84	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$18M	-13%	188k	95.44	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$18M	+5%	79k	227.06	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$18M	+346%	234k	75.51	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$18M	+50%	364k	48.43	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$18M	+12%	551k	31.71	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$17M	+2000%	193k	90.10	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.1	$17M	-5%	162k	107.13	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$17M		471k	36.84	View chart
Ge Vernova (GEV)	0.1	$17M	+28%	15k	1174.83	View chart
Republic Services (RSG)	0.1	$17M	+38%	81k	213.08	View chart
Ge Aerospace Com New (GE)	0.1	$17M	+30%	45k	373.73	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.1	$16M	+162%	137k	118.99	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$16M	+1094%	47k	342.83	View chart
Fis Tr Christian Stk Fd (PRAY)	0.1	$16M	-17%	453k	35.45	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$16M	+337%	198k	80.57	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$16M	+61%	128k	124.44	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$16M	+1737%	1000k	15.88	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$16M	+6%	85k	185.23	View chart
International Business Machines (IBM)	0.1	$16M	+8%	56k	281.21	View chart
Lowe's Companies (LOW)	0.1	$15M		69k	220.49	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$15M	+22%	625k	24.22	View chart
Eaton Corp SHS (ETN)	0.1	$15M		35k	426.12	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$15M	+18%	20k	763.15	View chart
Dimensional Etf Trust Emer Mark Su Etf (DFSE)	0.1	$15M		308k	48.88	View chart
Goldman Sachs (GS)	0.1	$15M	+37%	15k	1011.38	View chart
ClearBridge Energy MLP Fund (EMO)	0.1	$15M	-2%	298k	50.10	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.1	$15M	+3%	352k	42.21	View chart
Ametek (AME)	0.1	$15M		61k	241.94	View chart
Qualcomm (QCOM)	0.1	$15M		79k	184.79	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$15M	+2033%	341k	42.67	View chart
Morgan Stanley Etf Trust Calve Index Etf (CVIE)	0.1	$15M		171k	85.01	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.1	$14M	+165%	279k	51.78	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$14M	+26%	592k	24.23	View chart
Gilead Sciences (GILD)	0.1	$14M	+319%	113k	126.34	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.1	$14M	+4%	516k	27.47	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$14M	+13%	253k	55.93	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$14M	+5%	254k	55.01	View chart
McKesson Corporation (MCK)	0.1	$14M	+3%	18k	755.59	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$14M		165k	82.65	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$14M	+644%	356k	38.06	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$13M	+53%	139k	96.46	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$13M		590k	22.29	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$13M	+3%	32k	409.50	View chart
Ecolab (ECL)	0.0	$13M	-2%	46k	278.61	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.0	$13M		261k	49.28	View chart
Cummins (CMI)	0.0	$13M	+253%	18k	713.20	View chart
Bondbloxx Etf Trust Bloomberg One Yr (XONE)	0.0	$13M	+1409%	256k	49.37	View chart
Travelers Companies (TRV)	0.0	$13M	+275%	38k	330.12	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$12M		55k	221.20	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$12M	+5%	57k	212.77	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$12M	+407%	163k	74.90	View chart
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)	0.0	$12M	+2%	128k	94.47	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$12M		520k	23.13	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$12M	+62%	236k	49.99	View chart
Ishares Tr Cur Hd Eurzn Etf (HEZU)	0.0	$12M		235k	50.15	View chart
Coca-Cola Company (KO)	0.0	$12M	+17%	144k	81.27	View chart
Altshares Trust Merger Arbitrage (ARB)	0.0	$12M		395k	29.63	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 Q2 filed Aug. 12, 2026
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

View all past filings

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