CIK 1540569
EP Wealth Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
1,476
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 1,476
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 3.5M | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 7.9M | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 3.9M | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 8.6M | $1M+ | SH |
| AAPL | APPLE INC | 2.3M | $1M+ | SH |
| VIGI | VANGUARD WHITEHALL FDS | 6.5M | $1M+ | SH |
| IGSB | ISHARES TR | 10.4M | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 2.4M | $1M+ | SH |
| MSFT | MICROSOFT CORP | 815K | $1M+ | SH |
| VOT | VANGUARD INDEX FDS | 1.4M | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 7.2M | $1M+ | SH |
| GOOGL | ALPHABET INC | 1.1M | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 466K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 6.1M | $1M+ | SH |
| AVGO | BROADCOM INC | 856K | $1M+ | SH |
| AMZN | AMAZON COM INC | 1.2M | $1M+ | SH |
| AGG | ISHARES TR | 2.8M | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 4.1M | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 776K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 1.6M | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 350K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 646K | $1M+ | SH |
| FUNL | ADVISOR MANAGED PORTFOLIOS | 4.1M | $1M+ | SH |
| GOVT | ISHARES TR | 6.6M | $1M+ | SH |
| META | META PLATFORMS INC | 207K | $1M+ | SH |
| IVV | ISHARES TR | 199K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 627K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 150K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 1.0M | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 237K | $1M+ | SH |
| GOOG | ALPHABET INC | 355K | $1M+ | SH |
| DFLV | DIMENSIONAL ETF TRUST | 3.1M | $1M+ | SH |
| JSCP | J P MORGAN EXCHANGE TRADED F | 2.1M | $1M+ | SH |
| V | VISA INC | 286K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 259K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 3.2M | $1M+ | SH |
| MUB | ISHARES TR | 785K | $1M+ | SH |
| IWF | ISHARES TR | 176K | $1M+ | SH |
| CSCO | CISCO SYS INC | 1.1M | $1M+ | SH |
| LLY | ELI LILLY & CO | 75K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 130K | $1M+ | SH |
| MCD | MCDONALDS CORP | 239K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 1.9M | $1M+ | SH |
| SYK | STRYKER CORPORATION | 206K | $1M+ | SH |
| TAXX | BONDBLOXX ETF TRUST | 1.4M | $1M+ | SH |
| BLK | BLACKROCK INC | 64K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 850K | $1M+ | SH |
| SPGI | S&P GLOBAL INC | 129K | $1M+ | SH |
| CMF | ISHARES TR | 1.2M | $1M+ | SH |
| IWD | ISHARES TR | 308K | $1M+ | SH |