EP Wealth Advisors, LLC holds a diversified book of 1496 stocks worth $20.3B as of Q1 2026 (disclosed May 14, 2026, a ~45-day 13F lag). This quarter they opened Ishares Large Cap Val Act and trimmed Alphabet Inc-CL A. Their largest long position is Vanguard Value ETF at 8% of the equity book.
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.
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
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 VALUE ETF | $1.7B | 8.42M | 8.1% | ▲+6.3% Added · +503K sh | |
| 2 | Vanguard Index FDS GROWTH ETF | $1.6B | 3.65M | 7.8% | ▲+5.4% Added · +187K sh | |
| 3 | Vanguard BD Index FDS INTERMED TERM | $790.4M | 10.24M | 3.9% | ▲+19% Added · +1.6M sh | |
| 4 | Vanguard Index FDS MCAP VL IDXVIP | $762.9M | 4.14M | 3.8% | ▲+6.0% Added · +234K sh | |
| 5 | Vanguard Whitehall FDS INTL DVD ETF | $640.4M | 7.24M | 3.1% | ▲+11% Added · +706K sh | |
| 6 | Ishares TR ISHS 1-5YR INVS | $616.0M | 11.72M | 3.0% | ▲+11% Added · +1.2M sh | |
| 7 | Apple Inc COM | $582.8M | 2.30M | 2.9% | ▲+0.2% Added · +5K sh | |
| 8 | Nvidia Corporation COM | $458.3M | 2.63M | 2.3% | ▲+9.2% Added · +222K sh | |
| 9 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $414.7M | 7.67M | 2.0% | ▲+6.8% Added · +486K sh | |
| 10 | Vanguard Index FDS MCAP GR IDXVIP | $399.2M | 1.55M | 2.0% | ▲+10% Added · +146K sh | |
| 11 | Dimensional ETF Trust INTERNATNAL VAL | $381.4M | 7.23M | 1.9% | ▲+18% Added · +1.1M sh | |
| 12 | Ishares TR CORE US AGGBD ET | $316.7M | 3.19M | 1.6% | ▲+15% Added · +410K sh | |
| 13 | Microsoft Corp COM | $307.7M | 831.3K | 1.5% | ▲+1.8% Added · +15K sh | |
| 14 | Alphabet Inc CAP STK CL A | $300.8M | 1.05M | 1.5% | ▼−1.0% Reduced · −11K sh | |
| 15 | Vanguard Index FDS S&P 500 ETF SHS | $290.4M | 485.9K | 1.4% | ▲+37% Added · +132K sh | |
| 16 | State STR SPDR S&P 500 ETF T TR UNIT | $290.0M | 446.0K | 1.4% | ▼−4.5% Reduced · −21K sh | |
| 17 | Amazon Com Inc COM | $276.2M | 1.33M | 1.4% | ▲+8.9% Added · +109K sh | |
| 18 | Dimensional ETF Trust US TARGETED VLU | $268.6M | 4.30M | 1.3% | ▲+2.8% Added · +118K sh | |
| 19 | Broadcom Inc COM | $251.2M | 811.7K | 1.2% | ▼−5.2% Reduced · −45K sh | |
| 20 | Ishares TR CORE S&P500 ETF | $250.2M | 383.0K | 1.2% | ▲+93% Added · +184K sh | |
| 21 | Vanguard Index FDS SML CP GRW ETF | $244.2M | 807.8K | 1.2% | ▲+4.0% Added · +31K sh | |
| 22 | Select Sector SPDR TR STATE STREET TEC | $227.8M | 1.71M | 1.1% | ▲+5.4% Added · +87K sh | |
| 23 | JPMorgan Chase & Co COM | $193.5M | 657.8K | 1.0% | ▲+1.7% Added · +11K sh | |
| 24 | BlackRock ETF Trust ISHARES LARGE CA | $186.9M | 5.17M | 0.9% | ▲New New position | |
| 25 | Exxon Mobil Corp COM | $165.6M | 976.1K | 0.8% | ▼−2.9% Reduced · −29K sh | |
| 26 | Ishares TR US TREAS BD ETF | $160.2M | 6.99M | 0.8% | ▲+6.4% Added · +423K sh | |
| 27 | Johnson & Johnson COM | $149.5M | 611.6K | 0.7% | ▼−2.5% Reduced · −16K sh | |
| 28 | Costco Wholesale Corporation COM | $147.8M | 148.3K | 0.7% | ▼−1.0% Reduced · −1K sh | |
| 29 | Meta Platforms Inc CL A | $128.7M | 225.0K | 0.6% | ▲+8.5% Added · +18K sh | |
| 30 | Berkshire Hathaway Inc Del CL B NEW | $109.1M | 227.6K | 0.5% | ▼−4.2% Reduced · −10K sh | |
| 31 | J P Morgan Exchange Traded F SHORT DURA CORE | $105.0M | 2.22M | 0.5% | ▲+3.8% Added · +81K sh | |
| 32 | Dimensional ETF Trust US LARGE CAP VAL | $99.8M | 2.79M | 0.5% | ▼−11% Reduced · −333K sh | |
| 33 | Alphabet Inc CAP STK CL C | $98.7M | 344.0K | 0.5% | ▼−3.1% Reduced · −11K sh | |
| 34 | Visa Inc COM CL A | $97.1M | 321.2K | 0.5% | ▲+12% Added · +35K sh | |
| 35 | Ishares TR NATIONAL MUN ETF | $90.0M | 847.6K | 0.4% | ▲+8.0% Added · +63K sh | |
| 36 | Vanguard Index FDS TOTAL STK MKT | $85.3M | 265.8K | 0.4% | ▲+2.8% Added · +7K sh | |
| 37 | Schwab Strategic TR US LRG CAP ETF | $81.7M | 3.18M | 0.4% | ▼−1.0% Reduced · −32K sh | |
| 38 | Invesco QQQ TR UNIT SER 1 | $81.2M | 140.6K | 0.4% | ▲+8.3% Added · +11K sh | |
| 39 | Cisco Sys Inc COM | $80.8M | 1.04M | 0.4% | ▼−1.2% Reduced · −12K sh | |
| 40 | Select Sector SPDR TR STATE STREET ENE | $77.9M | 1.27M | 0.4% | ▲+9.8% Added · +114K sh | |
| 41 | Bondbloxx ETF Trust IR M TAXAWARE | $77.4M | 1.53M | 0.4% | ▲+13% Added · +175K sh | |
| 42 | McDonalds Corp COM | $75.2M | 241.9K | 0.4% | ▲+1.3% Added · +3K sh | |
| 43 | Eli Lilly & Co COM | $74.3M | 80.7K | 0.4% | ▲+7.2% Added · +5K sh | |
| 44 | Ishares TR RUS 1000 GRW ETF | $74.1M | 173.7K | 0.4% | ▼−1.3% Reduced · −2K sh | |
| 45 | Vanguard BD Index FDS TOTAL BND MRKT | $74.0M | 1.00M | 0.4% | ▲+32% Added · +246K sh | |
| 46 | Honeywell Intl Inc COM | $73.2M | 323.8K | 0.4% | ▲+5.6% Added · +17K sh | |
| 47 | Dimensional ETF Trust INTL CORE EQT MK | $71.4M | 1.83M | 0.4% | ▼−3.8% Reduced · −73K sh | |
| 48 | Stryker Corporation COM | $71.1M | 216.4K | 0.3% | ▲+5.1% Added · +10K sh | |
| 49 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $68.9M | 111.7K | 0.3% | ▲+235% Added · +78K sh | |
| 50 | Pepsico Inc COM | $68.0M | 438.1K | 0.3% | ▲+0.4% Added · +2K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| 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 |
| Q2 2020 | Jun 30, 2020 | Aug 14, 2020 | 369 | $2.3B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.