EP Wealth Advisors, LLC: 13F holdings
CIK 15405692026Q2
| Positions | 1,713 |
|---|
| Reported value | $26.2bn |
|---|
| Filed | 2026-08-12 |
|---|
Change since last quarter
| Positions | 1,713 (+217 vs prior quarter) |
|---|
| Reported value | $26.2bn (+28.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VUG VANGUARD INDEX FDS | 23,330,170 | $2.0bn | 7.7% |
| VTV VANGUARD INDEX FDS | 8,979,182 | $2.0bn | 7.5% |
| BIV VANGUARD BD INDEX FDS | 12,178,869 | $934.1m | 3.6% |
| AAPL APPLE INC | 3,136,978 | $907.7m | 3.5% |
| VOE VANGUARD INDEX FDS | 4,488,689 | $887.0m | 3.4% |
| VIGI VANGUARD WHITEHALL FDS | 8,253,048 | $770.7m | 2.9% |
| IGSB ISHARES TR | 13,710,330 | $718.6m | 2.7% |
| NVDA NVIDIA CORPORATION | 3,070,726 | $614.4m | 2.3% |
| VOT VANGUARD INDEX FDS | 1,752,727 | $536.9m | 2.1% |
| DFIV DIMENSIONAL ETF TRUST | 9,199,022 | $496.9m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1540569")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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