EP Wealth Advisors, LLC
CIK 1540569
13F filing for Q2 2026・No. 317
- Holdings
- US$26.17B
- Quarter change
- +US$5.83B
- Entries
- 1,714
- Net bought (estimate)
- +US$3.69B
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 413
- Sold out 196
- Cut 384
- Added 890
- Corporate actions 2
- Unchanged 26
Largest holdings
1,713 stocks worth US$26.17B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VUGVANGUARD INDEX FDSGROWTH ETF | AddedSplit 6:1 | 23,330,170 | US$2.01B | 7.68% |
| VANGUARD INDEX FDSVALUE ETF | Added | 8,979,182 | US$1.96B | 7.48% |
| VANGUARD BD INDEX FDSINTERMED TERM | Added | 12,178,869 | US$934.12M | 3.57% |
| AAPLAppleCOM | Added | 3,136,978 | US$907.72M | 3.47% |
| VANGUARD INDEX FDSMCAP VL IDXVIP | Added | 4,488,689 | US$886.96M | 3.39% |
| VANGUARD WHITEHALL FDSINTL DVD ETF | Added | 8,253,048 | US$770.67M | 2.94% |
| ISHARES TRISHS 1-5YR INVS | Added | 13,710,330 | US$718.56M | 2.75% |
| NVDANvidiaCOM | Added | 3,070,726 | US$614.42M | 2.35% |
| VANGUARD INDEX FDSMCAP GR IDXVIP | Added | 1,752,727 | US$536.86M | 2.05% |
| DIMENSIONAL ETF TRUSTINTERNATNAL VAL | Added | 9,199,022 | US$496.93M | 1.90% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 12, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.