13F value (AUM)
$26.2B
EP
Ep Wealth Advisors
EP WEALTH ADVISORS, LLC
$26.2B
13F long value · 2026-Q2Positions1713
CategoryAsset Manager
Quarters tracked8
● #290 of 581 by 13F value
Size rank 5/10
2 NEW254 ADD123 2×+55 TRIM3 NEAR EXIT2 EXIT
Snapshot
Ep Wealth Advisors's 13F portfolio at a glance — size, concentration and this quarter's activity.
Positions
1713 (64 unmapped)
Top 100 weight
78.6%
Quarters tracked
8
Latest 13F filed
Aug 12, 2026
New positions
2
Exits / near-exits
5
13F value by quarter
Total reported long value each quarter — fund flows plus market moves.
Top holdings — 2026-Q2
The fund's largest reported positions. The 100 shown cover 78.6% of the portfolio.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 7.7% | $2.0B | 23.3M | — |
| VTV | VANGUARD INDEX FDS | 7.5% | $2.0B | 9.0M | — |
| BIV | VANGUARD BD INDEX FDS | 3.6% | $934.1M | 12.2M | — |
| AAPL | APPLE INC | 3.5% | $907.7M | 3.1M | +14.6% |
| VOE | VANGUARD INDEX FDS | 3.4% | $887.0M | 4.5M | — |
| VIGI | VANGUARD WHITEHALL FDS | 2.9% | $770.7M | 8.3M | — |
| IGSB | ISHARES TR | 2.7% | $718.6M | 13.7M | — |
| NVDA | NVIDIA CORPORATION | 2.3% | $614.4M | 3.1M | +18.6% |
| VOT | VANGUARD INDEX FDS | 2.1% | $536.9M | 1.8M | — |
| DFIV | DIMENSIONAL ETF TRUST | 1.9% | $496.9M | 9.2M | — |
| AGG | ISHARES TR | 1.5% | $391.0M | 3.9M | — |
| GOOGL | ALPHABET INC | 1.5% | $386.9M | 1.1M | -4.0% |
| VBK | VANGUARD INDEX FDS | 1.4% | $373.0M | 1.0M | — |
| VWO | VANGUARD INTL EQUITY INDEX F | 1.4% | $371.9M | 6.2M | — |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.4% | $360.5M | 482.8K | +3.2% |
Quarterly changes — 2026-Q2
What Ep Wealth Advisors opened, added, trimmed and exited this quarter, largest dollar moves first.
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|---|---|---|---|---|---|
| 2×+ | VUG | VANGUARD INDEX FDS | 3.7M | 23.3M | +539.0% | +$414.8M |
| ADD | AAPL | APPLE INC | 2.3M | 3.1M | +36.6% | +$324.9M |
| 2×+ | IEMG | ISHARES INC | 235.8K | 3.2M | +1247.0% | +$246.7M |
| EXIT | XOM | EXXON MOBIL CORP | 976.1K | 0 | -100.0% | -$165.6M |
| ADD | VBK | VANGUARD INDEX FDS | 807.8K | 1.0M | +26.3% | +$128.9M |
| ADD | DFIV | DIMENSIONAL ETF TRUST | 7.2M | 9.2M | +27.3% | +$115.5M |
| ADD | MU | Micron Technology Inc | 51.7K | 91.5K | +76.9% | +$88.2M |
| 2×+ | SNOW | Snowflake Inc | 46.6K | 271.7K | +483.2% | +$62.1M |
| 2×+ | JQUA | J P MORGAN EXCHANGE TRADED F | 223.7K | 1.0M | +358.2% | +$60.4M |
| 2×+ | DELL | DELL TECHNOLOGIES INC | 11.4K | 119.7K | +947.0% | +$49.8M |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.