EP Wealth Advisors, LLC

EP Wealth Advisors, LLC filed Q1 2026 13F-HR with $20.3B in disclosed U.S. equity holdings The portfolio is led by ETF exposure, with top positions including VTV (8.1%), VUG (7.8%), BIV (3.9%). Quarter-over-quarter activity shows 7 new entries and 7 exits, with a net additive posture across 57 changed positions. Notable reduction: AVGO (5.2% reduction) (BROADCOM INC).