EP Wealth Advisors, LLC - Portfolio Stock Holdings
EP Wealth Advisors, LLC disclosed 1613 stock positions in a recent SEC 13F filing. $18,786,707,033 of stock holdings were filed, with the largest holdings including VTV, BIV, and VOE. This filing represented positions held on March 31, 2026, and was filed on May 14, 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:
March 31, 2026No. of Stocks:
1613Est. Stock Holding Value:
$18,786,707,033Top 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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Holdings (USD)
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% of Portfolio
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