13F Insight
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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

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
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