Holders — by stockHoldings — by fund
EP Wealth Advisors, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1540569
$26.17B
disclosed book value
1,713
positions
7.7%
largest position share
Positions, as of 2026-06-30
top 100 of 1,713 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VUGVANGUARD INDEX FDS | 23.3M | $2.01B | 7.7% |
| 2 | VTVVANGUARD INDEX FDS | 9.0M | $1.96B | 7.5% |
| 3 | BIVVANGUARD BD INDEX FDS | 12.2M | $934.1M | 3.6% |
| 4 | AAPLAPPLE INC | 3.1M | $907.7M | 3.5% |
| 5 | VOEVANGUARD INDEX FDS | 4.5M | $887.0M | 3.4% |
| 6 | VIGIVANGUARD WHITEHALL FDS | 8.3M | $770.7M | 2.9% |
| 7 | IGSBISHARES TR | 13.7M | $718.6M | 2.7% |
| 8 | NVDANVIDIA CORPORATION | 3.1M | $614.4M | 2.3% |
| 9 | VOTVANGUARD INDEX FDS | 1.8M | $536.9M | 2.1% |
| 10 | DFIVDIMENSIONAL ETF TRUST | 9.2M | $496.9M | 1.9% |
| 11 | AGGISHARES TR | 3.9M | $391.0M | 1.5% |
| 12 | GOOGLALPHABET INC | 1.1M | $386.9M | 1.5% |
| 13 | VBKVANGUARD INDEX FDS | 1.0M | $373.0M | 1.4% |
| 14 | VWOVANGUARD INTL EQUITY INDEX F | 6.2M | $371.9M | 1.4% |
| 15 | SPYSTATE STR SPDR S&P 500 ETF T | 482,806 | $360.5M | 1.4% |
| 16 | MSFTMICROSOFT CORP | 939,168 | $350.3M | 1.3% |
| 17 | VOOVANGUARD INDEX FDS | 505,167 | $347.0M | 1.3% |
| 18 | AMZNAMAZON COM INC | 1.4M | $341.1M | 1.3% |
| 19 | AVGOBROADCOM INC | 883,315 | $333.7M | 1.3% |
| 20 | DFATDIMENSIONAL ETF TRUST | 4.8M | $332.2M | 1.3% |
| 21 | XLKSELECT SECTOR SPDR TR | 1.7M | $323.4M | 1.2% |
| 22 | IVVISHARES TR | 384,493 | $287.9M | 1.1% |
| 23 | IEMGISHARES INC | 3.2M | $263.1M | 1% |
| 24 | JPMJPMorgan Chase & Co | 724,174 | $237.0M | 0.9% |
| 25 | BLACKROCK ETF TRUST | 5.0M | $207.9M | 0.8% |
| 26 | JNJJohnson & Johnson | 708,767 | $180.0M | 0.7% |
| 27 | GOVTISHARES TR | 7.1M | $160.9M | 0.6% |
| 28 | AMDAdvanced Micro Devices Inc | 274,074 | $159.2M | 0.6% |
| 29 | METAMETA PLATFORMS INC | 262,961 | $148.1M | 0.6% |
| 30 | COSTCOSTCO WHOLESALE CORPORATION | 155,825 | $145.8M | 0.6% |
| 31 | GOOGALPHABET INC | 399,284 | $141.1M | 0.5% |
| 32 | QQQINVESCO QQQ TR | 177,229 | $130.5M | 0.5% |
| 33 | BRK/BBERKSHIRE HATHAWAY INC DEL | 255,949 | $128.1M | 0.5% |
| 34 | VVISA INC | 359,913 | $123.5M | 0.5% |
| 35 | CSCOCISCO SYS INC | 1.0M | $121.5M | 0.5% |
| 36 | LLYELI LILLY & CO | 96,123 | $115.3M | 0.4% |
| 37 | VTIVANGUARD INDEX FDS | 298,954 | $110.6M | 0.4% |
| 38 | DFLVDIMENSIONAL ETF TRUST | 2.7M | $108.1M | 0.4% |
| 39 | MUMicron Technology Inc | 91,513 | $105.6M | 0.4% |
| 40 | JSCPJ P MORGAN EXCHANGE TRADED F | 2.2M | $102.5M | 0.4% |
| 41 | CMFISHARES TR | 1.7M | $97.5M | 0.4% |
| 42 | IWFISHARES TR | 772,054 | $95.9M | 0.4% |
| 43 | SCHXSCHWAB STRATEGIC TR | 3.1M | $92.5M | 0.4% |
| 44 | VTEBVANGUARD MUN BD FDS | 1.8M | $92.4M | 0.4% |
| 45 | MUBISHARES TR | 854,384 | $91.9M | 0.4% |
| 46 | MDYSTATE STR SPDR S&P MIDCAP 40 | 119,454 | $84.0M | 0.3% |
| 47 | PANWPalo Alto Networks Inc | 237,773 | $81.1M | 0.3% |
| 48 | UNPUNION PAC CORP | 293,323 | $79.8M | 0.3% |
| 49 | BONDBLOXX ETF TRUST | 1.6M | $79.6M | 0.3% |
| 50 | IWDISHARES TR | 319,919 | $77.6M | 0.3% |
| 51 | SYKSTRYKER CORPORATION | 243,288 | $76.6M | 0.3% |
| 52 | MCDMCDONALDS CORP | 282,614 | $76.4M | 0.3% |
| 53 | DFAIDIMENSIONAL ETF TRUST | 1.8M | $74.9M | 0.3% |
| 54 | ABBVABBVIE INC | 297,328 | $74.8M | 0.3% |
| 55 | BLKBlackRock Inc | 77,619 | $74.6M | 0.3% |
| 56 | JQUAJ P MORGAN EXCHANGE TRADED F | 1.0M | $74.1M | 0.3% |
| 57 | IJRISHARES TR | 471,147 | $69.9M | 0.3% |
| 58 | SNOWSnowflake Inc | 271,679 | $69.1M | 0.3% |
| 59 | ORCLOracle Corp | 466,837 | $68.4M | 0.3% |
| 60 | ESGDISHARES TR | 656,526 | $67.5M | 0.3% |
| 61 | BNDVANGUARD BD INDEX FDS | 906,985 | $66.6M | 0.3% |
| 62 | XLESELECT SECTOR SPDR TR | 1.2M | $66.2M | 0.3% |
| 63 | NEENEXTERA ENERGY INC | 736,854 | $64.7M | 0.2% |
| 64 | VEAVANGUARD TAX-MANAGED FDS | 900,609 | $64.2M | 0.2% |
| 65 | WELLWELLTOWER INC | 274,449 | $62.3M | 0.2% |
| 66 | PLDProLogis Inc. | 448,244 | $60.7M | 0.2% |
| 67 | WMWASTE MGMT INC DEL | 271,016 | $60.4M | 0.2% |
| 68 | DFACDIMENSIONAL ETF TRUST | 1.4M | $60.1M | 0.2% |
| 69 | VLOValero Energy Corp | 229,679 | $59.8M | 0.2% |
| 70 | QQQMINVESCO EXCH TRADED FD TR II | 188,652 | $57.2M | 0.2% |
| 71 | DFASDIMENSIONAL ETF TRUST | 676,193 | $55.7M | 0.2% |
| 72 | TSLATESLA INC | 131,616 | $55.4M | 0.2% |
| 73 | APHAMPHENOL CORP | 313,755 | $55.3M | 0.2% |
| 74 | PZAINVESCO EXCH TRADED FD TR II | 2.3M | $55.2M | 0.2% |
| 75 | AVDVAMERICAN CENTY ETF TR | 530,912 | $54.7M | 0.2% |
| 76 | JAAAJANUS DETROIT STR TR | 1.1M | $53.9M | 0.2% |
| 77 | TJXTJX COS INC NEW | 355,297 | $53.8M | 0.2% |
| 78 | VMBSVANGUARD SCOTTSDALE FDS | 1.1M | $53.7M | 0.2% |
| 79 | DFSVDIMENSIONAL ETF TRUST | 1.3M | $51.7M | 0.2% |
| 80 | DELLDELL TECHNOLOGIES INC | 119,709 | $51.6M | 0.2% |
| 81 | VCSHVANGUARD SCOTTSDALE FDS | 647,467 | $51.2M | 0.2% |
| 82 | KEYSKEYSIGHT TECHNOLOGIES INC | 145,827 | $51.0M | 0.2% |
| 83 | PEPPEPSICO INC | 371,842 | $50.3M | 0.2% |
| 84 | GSIEGOLDMAN SACHS ETF TR | 1.1M | $49.7M | 0.2% |
| 85 | MAMASTERCARD INCORPORATED | 96,354 | $49.5M | 0.2% |
| 86 | XELXcel Energy Inc | 613,442 | $49.3M | 0.2% |
| 87 | XLYSELECT SECTOR SPDR TR | 409,731 | $48.1M | 0.2% |
| 88 | JMBSJANUS DETROIT STR TR | 1.1M | $48.1M | 0.2% |
| 89 | AMATAPPLIED MATLS INC | 66,386 | $48.0M | 0.2% |
| 90 | ROKROCKWELL AUTOMATION INC | 96,877 | $48.0M | 0.2% |
| 91 | SMHVANECK ETF TRUST | 73,019 | $47.9M | 0.2% |
| 92 | SOSOUTHERN CO | 491,161 | $47.0M | 0.2% |
| 93 | ALLALLSTATE CORP | 195,664 | $46.6M | 0.2% |
| 94 | VGTVANGUARD WORLD FD | 387,549 | $46.3M | 0.2% |
| 95 | XLPSELECT SECTOR SPDR TR | 557,172 | $46.3M | 0.2% |
| 96 | DFAUDIMENSIONAL ETF TRUST | 889,600 | $46.0M | 0.2% |
| 97 | XLBSELECT SECTOR SPDR TR | 899,433 | $45.7M | 0.2% |
| 98 | AVDEAMERICAN CENTY ETF TR | 504,383 | $45.0M | 0.2% |
| 99 | SCHWSCHWAB CHARLES CORP | 483,058 | $44.6M | 0.2% |
| 100 | IJHISHARES TR | 576,397 | $44.4M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.