Institutional Manager · CIK 0001540569
EP Wealth Advisors, LLC
TORRANCE, CA · File #028-14754
Latest AUM
$19.25B
Positions
1,537
Top-10 Concentration
55.4%
Filings
11
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 20251,537 pos · $19.25B
- 13F HOLDINGS REPORTQ/E Jun 20251,422 pos · $15.22B
- 13F HOLDINGS REPORTQ/E Mar 20251,283 pos · $12.52B
- 13F HOLDINGS REPORTQ/E Dec 20241,234 pos · $12.25B
- 13F HOLDINGS REPORTQ/E Sep 20241,181 pos · $11.63B
- 13F HOLDINGS REPORTQ/E Jun 2024859 pos · $9.41B
- 13F HOLDINGS REPORTQ/E Mar 2024833 pos · $8.56B
- 13F HOLDINGS REPORTQ/E Dec 2023752 pos · $6.45B
- 13F HOLDINGS REPORTQ/E Sep 2023687 pos · $6.94B
- 13F HOLDINGS REPORTQ/E Jun 2023621 pos · $5.55B
- 13F HOLDINGS REPORTQ/E Jun 2023658 pos · $5.81B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908736 | 3,455,635 | $1.69B | 12.37% |
| 2 | VANGUARD INDEX FDS | 922908744 | 7,889,525 | $1.51B | 11.06% |
| 3 | VANGUARD INDEX FDS | 922908512 | 3,899,669 | $691.7M | 5.08% |
| 4 | VANGUARD BD INDEX FDS | 921937819 | 8,613,245 | $670.8M | 4.92% |
| 5 | APPLE INC | AAPL | 2,280,512 | $620.0M | 4.55% |
| 6 | VANGUARD WHITEHALL FDS | 921946810 | 6,525,639 | $596.8M | 4.38% |
| 7 | ISHARES TR | 464288646 | 10,393,760 | $549.6M | 4.03% |
| 8 | NVIDIA CORPORATION | NVDA | 2,397,425 | $447.1M | 3.28% |
| 9 | MICROSOFT CORP | MSFT | 814,642 | $394.0M | 2.89% |
| 10 | VANGUARD INDEX FDS | 922908538 | 1,404,027 | $391.9M | 2.88% |
| 11 | VANGUARD INTL EQUITY INDEX F | 922042858 | 7,178,287 | $385.9M | 2.83% |
| 12 | ALPHABET INC | GOOG | 1,054,931 | $330.2M | 2.42% |
| 13 | SPDR S&P 500 ETF TR | SPY | 466,289 | $318.0M | 2.33% |
| 14 | DIMENSIONAL ETF TRUST | 25434V807 | 6,084,321 | $303.6M | 2.23% |
| 15 | BROADCOM INC | AVGO | 856,403 | $296.4M | 2.18% |
| 16 | AMAZON COM INC | AMZN | 1,212,224 | $279.8M | 2.05% |
| 17 | ISHARES TR | 464287226 | 2,773,893 | $277.1M | 2.03% |
| 18 | DIMENSIONAL ETF TRUST | 25434V609 | 4,112,071 | $244.8M | 1.80% |
| 19 | VANGUARD INDEX FDS | 922908595 | 775,574 | $234.3M | 1.72% |
| 20 | SELECT SECTOR SPDR TR | 81369Y803 | 1,627,052 | $234.2M | 1.72% |