EP Wealth Advisors, LLC holds a diversified book of 1713 stocks worth $26.2B as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Honeywell Intl Inc and trimmed Vanguard Ftse Emerging Marke. Their largest long position is Vanguard Growth ETF at 8% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
32% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as EP Wealth Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $121.2B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $117.9B |
| Cetera Investment Advisers | 80 / 80 | $29.5B |
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 80 | $23.5B |
| MML INVESTORS SERVICES, LLC | 80 / 80 | $15.8B |
| JPMORGAN CHASE & CO | 79 / 80 | $557.2B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $187.4B |
| UBS Group AG | 79 / 80 | $163.0B |
Ranked by how many of EP Wealth Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS GROWTH ETF | $2.0B | 23.33M | 7.7% | ▲+539% Added · +19.7M sh | |
| 2 | Vanguard Index FDS VALUE ETF | $2.0B | 8.98M | 7.5% | ▲+6.7% Added · +560K sh | |
| 3 | Vanguard BD Index FDS INTERMED TERM | $934.1M | 12.18M | 3.6% | ▲+19% Added · +1.9M sh | |
| 4 | Apple Inc COM | $907.7M | 3.14M | 3.5% | ▲+37% Added · +841K sh | |
| 5 | Vanguard Index FDS MCAP VL IDXVIP | $887.0M | 4.49M | 3.4% | ▲+8.4% Added · +349K sh | |
| 6 | Vanguard Whitehall FDS INTL DVD ETF | $770.7M | 8.25M | 2.9% | ▲+14% Added · +1.0M sh | |
| 7 | Ishares TR ISHS 1-5YR INVS | $718.6M | 13.71M | 2.7% | ▲+17% Added · +2.0M sh | |
| 8 | Nvidia Corporation COM | $614.4M | 3.07M | 2.3% | ▲+17% Added · +443K sh | |
| 9 | Vanguard Index FDS MCAP GR IDXVIP | $536.9M | 1.75M | 2.1% | ▲+13% Added · +202K sh | |
| 10 | Dimensional ETF Trust INTERNATNAL VAL | $496.9M | 9.20M | 1.9% | ▲+27% Added · +2.0M sh | |
| 11 | Ishares TR CORE US AGGBD ET | $391.0M | 3.95M | 1.5% | ▲+24% Added · +759K sh | |
| 12 | Alphabet Inc CAP STK CL A | $386.9M | 1.08M | 1.5% | ▲+3.5% Added · +37K sh | |
| 13 | Vanguard Index FDS SML CP GRW ETF | $373.0M | 1.02M | 1.4% | ▲+26% Added · +212K sh | |
| 14 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $371.9M | 6.23M | 1.4% | ▼−19% Reduced · −1.4M sh | |
| 15 | State STR SPDR S&P 500 ETF T TR UNIT | $360.5M | 482.8K | 1.4% | ▲+8.3% Added · +37K sh | |
| 16 | Microsoft Corp COM | $350.3M | 939.2K | 1.3% | ▲+13% Added · +108K sh | |
| 17 | Vanguard Index FDS S&P 500 ETF SHS | $347.0M | 505.2K | 1.3% | ▲+4.0% Added · +19K sh | |
| 18 | Amazon Com Inc COM | $341.1M | 1.43M | 1.3% | ▲+7.9% Added · +105K sh | |
| 19 | Broadcom Inc COM | $333.7M | 883.3K | 1.3% | ▲+8.8% Added · +72K sh | |
| 20 | Dimensional ETF Trust US TARGETED VLU | $332.2M | 4.75M | 1.3% | ▲+10% Added · +451K sh | |
| 21 | Select Sector SPDR TR ST STR TECHN ETF | $323.4M | 1.70M | 1.2% | ▼−1.0% Reduced · −17K sh | |
| 22 | Ishares TR CORE S&P500 ETF | $287.9M | 384.5K | 1.1% | ▲+0.4% Added · +2K sh | |
| 23 | Ishares Inc CORE MSCI EMKT | $263.1M | 3.18M | 1.0% | ▲13× Added · +2.9M sh | |
| 24 | JPMorgan Chase & Co COM | $237.0M | 724.2K | 0.9% | ▲+10% Added · +66K sh | |
| 25 | BlackRock ETF Trust ISHA LA VALU ETF | $207.9M | 5.03M | 0.8% | ▼−2.7% Reduced · −141K sh | |
| 26 | Johnson & Johnson COM | $180.0M | 708.8K | 0.7% | ▲+16% Added · +97K sh | |
| 27 | Ishares TR US TREAS BD ETF | $160.9M | 7.06M | 0.6% | ▲+1.0% Added · +70K sh | |
| 28 | Advanced Micro Devices Inc COM | $159.2M | 274.1K | 0.6% | ▲+8.6% Added · +22K sh | |
| 29 | Meta Platforms Inc CL A | $148.1M | 263.0K | 0.6% | ▲+17% Added · +38K sh | |
| 30 | Costco Wholesale Corporation COM | $145.8M | 155.8K | 0.6% | ▲+5.1% Added · +8K sh | |
| 31 | Alphabet Inc CAP STK CL C | $141.1M | 399.3K | 0.5% | ▲+16% Added · +55K sh | |
| 32 | Invesco QQQ TR UNIT SER 1 | $130.5M | 177.2K | 0.5% | ▲+26% Added · +37K sh | |
| 33 | Berkshire Hathaway Inc Del CL B NEW | $128.1M | 255.9K | 0.5% | ▲+12% Added · +28K sh | |
| 34 | Visa Inc COM CL A | $123.5M | 359.9K | 0.5% | ▲+12% Added · +39K sh | |
| 35 | Cisco Sys Inc COM | $121.5M | 1.03M | 0.5% | ▼−0.7% Reduced · −7K sh | |
| 36 | Eli Lilly & Co COM | $115.3M | 96.1K | 0.4% | ▲+19% Added · +15K sh | |
| 37 | Vanguard Index FDS TOTAL STK MKT | $110.6M | 299.0K | 0.4% | ▲+12% Added · +33K sh | |
| 38 | Dimensional ETF Trust US LARG VALU ETF | $108.1M | 2.73M | 0.4% | ▼−2.2% Reduced · −61K sh | |
| 39 | Micron Technology Inc COM | $105.6M | 91.5K | 0.4% | ▲+77% Added · +40K sh | |
| 40 | J P Morgan Exchange Traded F SHORT DURA CORE | $102.5M | 2.17M | 0.4% | ▼−2.1% Reduced · −46K sh | |
| 41 | Ishares TR CALIF MUN BD ETF | $97.5M | 1.69M | 0.4% | ▲+43% Added · +511K sh | |
| 42 | Ishares TR RUS 1000 GRW ETF | $95.9M | 772.1K | 0.4% | ▲+345% Added · +598K sh | |
| 43 | Schwab Strategic TR US LRG CAP ETF | $92.5M | 3.14M | 0.4% | ▼−1.3% Reduced · −43K sh | |
| 44 | Vanguard Mun BD FDS TAX EXEMPT BD | $92.4M | 1.83M | 0.4% | ▲+41% Added · +527K sh | |
| 45 | Ishares TR NATIONAL MUN ETF | $91.9M | 854.4K | 0.4% | ▲+0.8% Added · +7K sh | |
| 46 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $84.0M | 119.5K | 0.3% | ▲+6.9% Added · +8K sh | |
| 47 | Palo Alto Networks Inc COM | $81.1M | 237.8K | 0.3% | ▲+19% Added · +38K sh | |
| 48 | Union Pac Corp COM | $79.8M | 293.3K | 0.3% | ▲+11% Added · +29K sh | |
| 49 | Bondbloxx ETF Trust IR M TAXAWARE | $79.6M | 1.57M | 0.3% | ▲+2.5% Added · +39K sh | |
| 50 | Ishares TR RUS 1000 VAL ETF | $77.6M | 319.9K | 0.3% | ▲+5.5% Added · +17K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1540569/holdings"
Use Arkolith to show EP Wealth Advisors, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 12, 2026 | 1,714 | $26.2B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 1,497 | $20.3B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 18, 2026 | 1,537 | $19.2B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 1,422 | $15.2B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 1,283 | $12.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 1,234 | $12.3B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 15, 2024 | 1,181 | $11.6B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 19, 2024 | 859 | $9.4B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 14, 2024 | 833 | $8.6B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 28, 2024 | 814 | $7.8B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 24, 2023 | 752 | $6.4B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 687 | $6.9B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Jun 5, 2023 | 658 | $5.8B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jun 12, 2023 | 621 | $5.5B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Dec 2, 2022 | 342 | $4.4B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 11, 2022 | 636 | $4.4B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 20, 2022 | 637 | $4.6B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 17, 2022 | 545 | $4.2B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 23, 2021 | 528 | $3.6B | 13F-HR/A |
| Q2 2021 | Jun 30, 2021 | Aug 24, 2021 | 535 | $3.6B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 492 | $3.1B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 18, 2021 | 456 | $2.8B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 17, 2020 | 353 | $2.3B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.