Latest EP Wealth Advisors, LLC Stock Portfolio
About EP Wealth Advisors, LLC and 13F Hedge Fund Stock Holdings
On 2026-02-18, the fund reported it's updated stock portfolio. In the 13F Holdings report, EP Wealth Advisors, LLC reported an equity portfolio of $19.2 Billions as of 31 Dec, 2025.
The top stock holdings of EP Wealth Advisors, LLC are VB, VB, VB. The fund has invested 8.8% of it's portfolio in VANGUARD INDEX FDS and 7.9% of portfolio in VANGUARD INDEX FDS.
EP Wealth Advisors, LLC opened new stock positions in VANGUARD INDEX FDS (VB), VANGUARD BD INDEX FDS (BIV) and APPLE INC (AAPL).
The top stock holdings of EP Wealth Advisors, LLC are VB, VB, VB. The fund has invested 8.8% of it's portfolio in VANGUARD INDEX FDS and 7.9% of portfolio in VANGUARD INDEX FDS.
EP Wealth Advisors, LLC opened new stock positions in VANGUARD INDEX FDS (VB), VANGUARD BD INDEX FDS (BIV) and APPLE INC (AAPL).
EP Wealth Advisors, LLC Annual Return Estimates Vs S&P 500
- Performance
New Buys
| Ticker | $ Bought |
|---|---|
| vanguard index fds | 1,690,060,000 |
| vanguard index fds | 1,511,860,000 |
| vanguard index fds | 692,824,000 |
| vanguard bd index fds | 672,555,000 |
| apple inc | 622,914,000 |
| vanguard whitehall fds | 597,457,000 |
| ishares tr | 556,144,000 |
| nvidia corporation | 448,657,000 |
New stocks bought by EP Wealth Advisors, LLC
Additions
Reductions
Sold off
Sector Distribution
- Others
- Technology
- Financial Services
- Communication Services
- Healthcare
- Consumer Cyclical
- Industrials
- Utilities
- Consumer Defensive
- Energy
| Sector | % |
|---|---|
| Others | 65.7 |
| Technology | 12.3 |
| Financial Services | 3.8 |
| Communication Services | 3.4 |
| Healthcare | 3.3 |
| Consumer Cyclical | 3.2 |
| Industrials | 2.8 |
| Utilities | 1.8 |
| Consumer Defensive | 1.7 |
| Energy | 1.2 |
Market Cap. Distribution
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
- MID-CAP
| Category | % |
|---|---|
| UNALLOCATED | 65.7 |
| MEGA-CAP | 22.2 |
| LARGE-CAP | 10.5 |
| MID-CAP | 1.4 |
Stocks belong to which Index?
- Others
- S&P 500
- RUSSELL 2000
| Index | % |
|---|---|
| Others | 66.7 |
| S&P 500 | 32 |
| RUSSELL 2000 | 1.3 |
| Top 5 Winners (%) | % | |
|---|---|---|
| Top 5 Winners ($) | $ | |
|---|---|---|
| Top 5 Losers (%) | % | |
|---|---|---|
| Top 5 Losers ($) | $ | |
|---|---|---|
EP Wealth Advisors, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of EP Wealth Advisors, LLC
Last Reported on: 18 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 3.24 | 2,291,300 | 622,914,000 | new | |||
| AAXJ | ishares tr | 2.89 | 10,517,100 | 556,144,000 | new | |||
| AAXJ | ishares tr | 0.44 | 784,953 | 84,076,300 | new | |||
| AAXJ | ishares tr | 0.35 | 1,170,980 | 67,284,600 | new | |||
| AAXJ | ishares tr | 0.19 | 512,232 | 36,578,500 | new | |||
| AAXJ | ishares tr | 0.14 | 245,347 | 26,178,600 | new | |||
| AAXJ | ishares tr | 0.11 | 181,912 | 20,723,500 | new | |||
| AAXJ | ishares tr | 0.04 | 79,453 | 7,091,980 | new | |||
| AAXJ | ishares tr | 0.03 | 95,989 | 5,965,710 | new | |||
| AAXJ | ishares tr | 0.03 | 39,719 | 5,619,830 | new | |||
| AAXJ | ishares tr | 0.02 | 43,166 | 3,554,240 | new | |||
| AAXJ | ishares tr | 0.02 | 15,105 | 3,242,900 | new | |||
| AAXJ | ishares tr | 0.01 | 25,307 | 2,409,690 | new | |||
| AAXJ | ishares tr | 0.01 | 17,898 | 2,305,760 | new | |||
| AAXJ | ishares tr | 0.01 | 33,628 | 2,303,520 | new | |||
| AAXJ | ishares tr | 0.01 | 37,353 | 2,012,570 | new | |||
| AAXJ | ishares tr | 0.01 | 20,047 | 1,616,440 | new | |||
| AAXJ | ishares tr | 0.01 | 28,309 | 1,612,480 | new | |||
| AAXJ | ishares tr | 0.01 | 16,675 | 1,605,510 | new | |||
| AAXJ | ishares tr | 0.01 | 22,845 | 1,565,870 | new | |||