EP Wealth Advisors, LLC - Portfolio Stock Holdings
EP Wealth Advisors, LLC disclosed 1917 stock positions in a recent SEC 13F filing. $24,265,460,219 of stock holdings were filed, with the largest holdings including VUG, VTV, and BIV. This filing represented positions held on Sept. 30, 2026, and was filed on Nov. 13, 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:
Sept. 30, 2026No. of Stocks:
1917Est. Stock Holding Value:
$24,265,460,219Top Stock Holdings By Sector
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Portfolio Stock Holdings - EP Wealth Advisors, LLC
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Stock
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Holdings (Shares)
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% of Portfolio
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