EP Wealth Advisors, LLC - Portfolio Stock Holdings
EP Wealth Advisors, LLC disclosed 1897 stock positions in a recent SEC 13F filing. $26,155,205,237 of stock holdings were filed, with the largest holdings including VUG, VTV, and BIV. This filing represented positions held on June 30, 2026, and was filed on Aug. 12, 2026.We estimate the fund has a total AUM of $45,145,000,000 and has 618 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
1897Est. Stock Holding Value:
$26,155,205,237Top Stock Holdings By Sector
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Portfolio Stock Holdings - EP Wealth Advisors, LLC
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% of Portfolio
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