13F Insight
DOSSIER · 13F-HR · Q1 2026

EP Wealth Advisors, LLC

$20.3B in tracked AUM across 1,497 positions as of Q1 2026.

EW
CIK 0001540569 · last filed Mar 31, 2026
Total AUM
$20.3B
as of Q1 2026
Holdings
1,497
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

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).

EP Wealth Advisors, LLC reports $20.3B in U.S. equity holdings for Q1 2026, anchored by a ETF-centric allocation. The top five positions by value span VTV + VUG + BIV + VOE + VIGI, collectively representing a meaningful concentration within the disclosed book.

Core Holdings

  • VTV (VANGUARD INDEX FDS) — $1.7B (8.1%)
  • VUG (VANGUARD INDEX FDS) — $1.6B (7.8%)
  • BIV (VANGUARD BD INDEX FDS) — $0.8B (3.9%)
  • VOE (VANGUARD INDEX FDS) — $0.8B (3.8%)
  • VIGI (VANGUARD WHITEHALL FDS) — $0.6B (3.1%)

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VTV
VANGUARD INDEX FDS
$1.7B8.4M8.1%02
VUG
VANGUARD INDEX FDS
$1.6B3.7M7.8%03
BIV
VANGUARD BD INDEX FDS
$790M10.2M3.9%04
VOE
VANGUARD INDEX FDS
$763M4.1M3.8%05
VIGI
VANGUARD WHITEHALL FDS
$640M7.2M3.1%06
IGSB
ISHARES TR
$616M11.7M3.0%07
AAPL
APPLE INC
$583M2.3M2.9%08
NVDA
NVIDIA CORPORATION
$458M2.6M2.3%09
VWO
VANGUARD INTL EQUITY INDEX F
$415M7.7M2.0%10
VOT
VANGUARD INDEX FDS
$399M1.6M2.0%

Filing history

2026Q1Mar 31
$20.3B▲ 5.7%
1,497 positionsView →2025Q4Dec 31
$19.2B▲ 26.5%
1,537 positionsView →2025Q2Jun 30
$15.2B▲ 21.5%
1,422 positionsLocked2025Q1Mar 31
$12.5B▲ 2.2%
1,283 positionsLocked2024Q4Dec 31
$12.3B▲ 5.3%
1,234 positionsLocked2024Q3Sep 30
$11.6B▲ 23.6%
1,181 positionsLocked2024Q2Jun 30
$9.4B▲ 10.0%
859 positionsLocked2024Q1Mar 31
$8.6B▲ 9.1%
833 positionsLocked2023Q4Dec 31
$7.8B▲ 21.6%
814 positionsLocked2023Q3Sep 30
$6.4B▼ 7.1%
752 positionsLocked2023Q2Jun 30
$6.9B▲ 19.3%
687 positionsLocked2023Q1Mar 31
$5.8B▲ 4.8%
658 positionsLocked
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