account_balance
Investment manager · 13F filer · SEC CIK 1540569
EP Wealth Advisors, LLC
Reported value$26.2Bas of Jun 30, 2026
Positions1,713 413 new, 196 sold out
Top 10 weight37.6%VUG alone is 8%
FiledAug 1243 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VUGVanguard Index FDS
7.7%Added +539%
VTVVanguard Index FDS
7.5%Added +7%
BIVVanguard Bd Index FDS
3.6%Added +19%
AAPLApple Inc
3.5%Added +37%
VOEVanguard Index FDS
3.4%Added +8%
VIGIVanguard Whitehall FDS
2.9%Added +14%
IGSBiShares Tr
2.7%Added +17%
NVDANvidia Corporation
2.3%Added +17%
VOTVanguard Index FDS
2.1%Added +13%
DFIVDimensional ETF Trust
1.9%Added +27%
AGGiShares Tr
1.5%Added +24%
GOOGLAlphabet Inc
1.5%Added +3%
VUGVanguard Index FDS
7.7%Added +539%
VTVVanguard Index FDS
7.5%Added +7%
BIVVanguard Bd Index FDS
3.6%Added +19%
AAPLApple Inc
3.5%Added +37%
VOEVanguard Index FDS
3.4%Added +8%
VIGI2.9%
IGSB2.7%
NVDA2.3%VOT2.1%
DFIV1.9%
AGG1.5%
GOOGL1.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VUG Vanguard Index FDS 7.7% Added +539%
VTV Vanguard Index FDS 7.5% Added +7%
BIV Vanguard Bd Index FDS 3.6% Added +19%
AAPL Apple Inc 3.5% Added +37%VOE Vanguard Index FDS 3.4% Added +8%
VIGI Vanguard Whitehall FDS 2.9% Added +14%
IGSB iShares Tr 2.7% Added +17%
NVDA Nvidia Corporation 2.3% Added +17%VOT Vanguard Index FDS 2.1% Added +13%
DFIV Dimensional ETF Trust 1.9% Added +27%
AGG iShares Tr 1.5% Added +24%
GOOGL Alphabet Inc 1.5% Added +3%What changed