13FBOX
EP Wealth Advisors, LLC · 13F Holdings
Options Calculator Rankings

EP Wealth Advisors, LLC

No.320 Data as of 2026Q2
Latest AUM (Q2 2026)
$26.17B
QoQ Change Q1 2026
+$5.83B+28.7%
Holdings
1713
New Buys
410
Adds
896
Reduces
381
Exits
193
Unchanged
26
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
VVANGUARD INDEX FDSVUG
7.68%7.84%$2.01B23.3M$1.59B3.7M+19.7M+538.96%Add
VVANGUARD INDEX FDSVTV
7.48%8.12%$1.96B9.0M$1.65B8.4M+560,448+6.66%Add
VVANGUARD BD INDEX FDSBIV
3.57%3.89%$934.1M12.2M$790.4M10.2M+1.9M+18.93%Add
APPLE INCAAPL
3.47%2.87%$907.7M3.1M$582.8M2.3M+840,681+36.61%Add
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
3.39%3.75%$887.0M4.5M$762.9M4.1M+348,651+8.42%Add
VVANGUARD WHITEHALL FDSVNQ
2.94%3.15%$770.7M8.3M$640.4M7.2M+1.0M+14.00%Add
IISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB
2.75%3.03%$718.6M13.7M$616.0M11.7M+2.0M+16.98%Add
NVIDIA CORPORATIONNVDA
2.35%2.25%$614.4M3.1M$458.3M2.6M+443,070+16.86%Add
VVANGUARD INDEX FDSVOT
2.05%1.96%$536.9M1.8M$399.2M1.6M+201,601+13.00%Add
DDIMENSIONAL ETF TRUSTDFIV
1.9%1.88%$496.9M9.2M$381.4M7.2M+2.0M+27.29%Add
IISHARES TRAGG
1.49%1.56%$391.0M3.9M$316.7M3.2M+759,257+23.80%Add
ALPHABET INCGOOGL
1.48%1.48%$386.9M1.1M$300.8M1.0M+36,532+3.49%Add
VVANGUARD INDEX FDSVBK
1.43%1.2%$373.0M1.0M$244.2M807,814+212,203+26.27%Add
VVANGUARD FSTEVWO
1.42%2.04%$371.9M6.2M$414.7M7.7M-1.4M-18.78%Reduce
SSTATE STR SPDR S&P 500 ETF TSPY
1.38%1.43%$360.5M482,806$290.0M445,988+36,818+8.26%Add
MICROSOFT CORPMSFT
1.34%1.51%$350.3M939,168$307.7M831,319+107,849+12.97%Add
VVANGUARD INDEX FDSVOO
1.33%1.43%$347.0M505,167$290.4M485,913+19,254+3.96%Add
AMAZON COM INCAMZN
1.3%1.36%$341.1M1.4M$276.2M1.3M+105,090+7.93%Add
BROADCOM INCAVGO
1.28%1.24%$333.7M883,315$251.2M811,673+71,642+8.83%Add
DDIMENSIONAL U.S. TARGETED VALUE ETFDFAT
1.27%1.32%$332.2M4.8M$268.6M4.3M+450,901+10.48%Add
SSELECT SECTOR SPDR TRXLK
1.24%1.12%$323.4M1.7M$227.8M1.7M-16,704-0.97%Reduce
IISHARES TRIVV
1.1%1.23%$287.9M384,493$250.2M382,980+1,513+0.40%Add
IISHARES INCIEMG
1.01%0.08%$263.1M3.2M$16.4M235,805+2.9M+1,247.05%Add
JPMORGAN CHASE & COJPM
0.91%0.95%$237.0M724,174$193.5M657,750+66,424+10.10%Add
BBLACKROCK ETF TRUSTBLCV
0.79%0.92%$207.9M5.0M$186.9M5.2M-141,476-2.73%Reduce
JOHNSON & JOHNSONJNJ
0.69%0.73%$180.0M708,767$149.5M611,615+97,152+15.88%Add
IISHARES TRGJS
0.61%0.79%$160.9M7.1M$160.2M7.0M+69,682+1.00%Add
ADVANCED MICRO DEVICES INCAMD
0.61%0.25%$159.2M274,074$51.3M252,335+21,739+8.62%Add
META PLATFORMS INCMETA
0.57%0.63%$148.1M262,961$128.7M225,005+37,956+16.87%Add
COSTCO WHOLESALE CORPORATIONCOST
0.56%0.73%$145.8M155,825$147.8M148,308+7,517+5.07%Add
AAlphabet Inc Class CGOOG
0.54%0.49%$141.1M399,284$98.7M343,987+55,297+16.08%Add
IINVESCO QQQ TRVOO
0.5%0.4%$130.5M177,229$81.2M140,627+36,602+26.03%Add
BERKSHIRE HATHAWAY INC DELBRK.B
0.49%0.54%$128.1M255,949$109.1M227,644+28,305+12.43%Add
VISA INCV
0.47%0.48%$123.5M359,913$97.1M321,164+38,749+12.07%Add
CISCO SYS INCCSCO
0.46%0.4%$121.5M1.0M$80.8M1.0M-7,073-0.68%Reduce
ELI LILLY & COLLY
0.44%0.37%$115.3M96,123$74.3M80,730+15,393+19.07%Add
GGENERAL DYNAMICS CORPVTI
0.42%0.42%$110.6M298,954$85.3M265,766+33,188+12.49%Add
DDIMENSIONAL ETF TRUSTDFLV
0.41%0.49%$108.1M2.7M$99.8M2.8M-60,930-2.18%Reduce
MICRON TECHNOLOGY INCMU
0.4%0.09%$105.6M91,513$17.5M51,733+39,780+76.89%Add
JJPMORGAN SHORT DURATION CORE PLUS ETFJSCP
0.39%0.52%$102.5M2.2M$105.0M2.2M-45,794-2.06%Reduce
IISHARES TRCMF
0.37%0.33%$97.5M1.7M$67.1M1.2M+510,501+43.23%Add
IISHARES RUSSELLIWF
0.37%0.36%$95.9M772,054$74.1M173,688+598,366+344.51%Add
SSCHWAB USSCHX
0.35%0.4%$92.5M3.1M$81.7M3.2M-42,772-1.34%Reduce
VVANGUARD MUN BD FDSVTEB
0.35%0.32%$92.4M1.8M$64.8M1.3M+526,744+40.52%Add
IISHARES TRGVI
0.35%0.44%$91.9M854,384$90.0M847,619+6,765+0.80%Add
SSTATE STREET SPDR S&P MIDCAP 400 ETF TRUSTMDY
0.32%0.34%$84.0M119,454$68.9M111,747+7,707+6.90%Add
PALO ALTOPANW
0.31%0.16%$81.1M237,773$32.0M199,494+38,279+19.19%Add
UNION PAC CORPUNP
0.3%0.32%$79.8M293,323$64.1M264,316+29,007+10.97%Add
BBONDBLOXX SHORT DURATION ETFTAXX
0.3%0.38%$79.6M1.6M$77.4M1.5M+39,001+2.55%Add
IISHARES TRIWD
0.3%0.32%$77.6M319,919$64.8M303,087+16,832+5.55%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow